Image Title

Search Results for Celtics:

BJ Jenkins, Palo Alto Networks | Palo Alto Networks Ignite22


 

>> TheCUBE presents Ignite 22 brought to you by Palo Alto Networks. >> Welcome back to Las Vegas, everyone. We're glad you're with us. This is theCUBE live at Palo Alto Ignite 22 at the MGM Grant in Las Vegas. Lisa Martin here with Dave Vellante, day one of our coverage. We've had great conversations. The cybersecurity landscape is so interesting Dave, it's such a challenging problem to solve but it's so diverse and dynamic at the same time. >> You know, Lisa theCUBE started in May of 2010 in Boston. We called it the chowder event, chowder and Lobster. It was a EMC world, 2010. BJ Jenkins, who's here, of course, was a longtime friend of theCUBE and made the, made the transition into from, well, it's still data, data to, to cyber. So >> True. And BJ is back with us. BJ Jenkins, president Palo Alto Networks great to have you back on theCUBE. >> It is great to be here in person on theCube >> Isn't it great? >> In Vegas. It's awesome. >> And we can tell by your voice will be, will be gentle. You, you've been in Vegas typical Vegas occupational hazard of losing the voice. >> Yeah. It was one of the benefits of Covid. I didn't lose my voice at home sitting talking to a TV. You lose it when you come to Vegas. >> Exactly. >> But it's a small price to pay. >> So things kick off yesterday with the partner summit. You had a keynote then, you had a customer, a CISO on stage. You had a keynote today, which we didn't get to see. But talk to us a little bit about the lay of the land. What are you hearing from CISOs, from CIOs as we know security is a board level conversation. >> Yeah, I, you know it's been an interesting three or four months here. Let me start with that. I think, cybersecurity in general is still front and center on CIOs and CISO's minds. It has to be, if you saw Wendy's presentation today and the threats out there companies have to have it front and center. I do think it's been interesting though with the macro uncertainty. We've taken to calling this year the revenge of the CFO and you know these deals in cybersecurity are still a top priority but they're getting finance and procurements, scrutiny which I think in this environment is a necessity but it's still a, you know, number one number two imperative no matter who you talked to, in my mind >> It was interesting what Nikesh was saying in the last conference call that, hey we just have to get more approvals. We know this. We're, we're bringing more go-to-market people on board. We, we have, we're filling the pipeline 'cause we know they're going to split up deals big deals go into smaller chunks. So the question I have for you is is how are you able to successfully integrate those people so that you can get ahead of that sort of macro transition? >> Yeah I, you know, I think there's two things I'd say about uncertain macro situations and Dave, you know how old I am. I'm pretty old. I've been through a lot of cycles. And in those cycles I've always found stronger companies with stronger value proposition separate themselves actually in uncertain, economic times. And so I think there's actually an opportunity here. The message tilts a little bit though where it's been about innovation and new threat vectors to one of you have 20, 30, 40 vendors you can consolidate become more effective in your security posture and save money on your TCOs. So one of the things as we bring people on board it's training them on that business value proposition. How do you take a customer who's got 20 or 30 tools take 'em down to 5 or 10 where Palo is more central and strategic and be able to demonstrate that value. So we do that through, we're making a huge investment in our people but macroeconomic times also puts some stronger people back on the market and we're able to incorporate them into the business. >> What are the conditions that are necessary for that consolidation? Like I would imagine if you're, if you're a big customer of a big, you know, competitor of yours that that migration is going to be harder than if you're dealing with lots of little point tools. Do those, do those point tools, are they sort of is it the end of the subscription? Is it just stuff that's off the books now? What's, the condition that is ripe for that kind of consolidation? >> Look, I think the challenge coming into this year was skills. And so customers had all of these point products. It required a lot more human intervention as Nikesh was talking about to integrate them or make them work. And as all of us know finding people with cybersecurity skills over the last 12 months has been incredibly hard. That drove, if you know, if you think about that a CIO and a CISO sitting there going, I have all all this investment in tools. I don't have the people to operate 'em. What do I need to do? What we tried to do is elevate that conversation because in a customer, everybody who's bought one of those, they they bought it to solve a problem. And there's people with affinity for that tool. They're not just going to say I want to get consolidated and give up my tool. They're going to wrap their arms around it. And so what we needed to do and this changed our ecosystem strategy too how we leverage partners. We needed to get into the CIO and CISO and say look at this chaos you have here and the challenges around people that it's, it's presenting you. We can help solve that by, by standardizing, consolidating taking that integration away from you as Nikesh talked about, and making it easier for your your high skill people to work on high skill, you know high challenges in there. >> Let chaos reign, and then reign in the chaos. >> Yes. >> Andy Grove. >> I was looking at some stats that there's 26 million developers but less than 3 million cybersecurity professionals. >> Talked about that skills gap and what CISOs and CIOs are facing is do you consider from a value prop perspective Palo Alto Networks to be a, a facilitator of helping organizations deal with that skills gap? >> I think there's a short term and a long term. I think Nikesh today talked about the long term that we'll never win this battle with human beings. We're going to have to win it with automation. That, that's the long term the short term right here and now is that people need people with cybersecurity skills. Now what we're trying to do, you know, is multifaceted. We work with universities to standardize programs to develop skills that people can come into the marketplace with. We run our own programs inside the company. We have a cloud academy program now where we take people high aptitude for sales and technical aptitude and we will put them through a six month boot camp on cloud and they'll come out of that ready to really work with the leading experts in cloud security. The third angle is partners, right, there are partners in the marketplace who want to drive their business into high services areas. They have people, they know how to train. We give them, we partner with them to give them training. Hopefully that helps solve some of the short-term gaps that are out there today. >> So you made the jump from data storage to security and >> Yeah. >> You know, network security, all kinds of security. What was that like? What you must have learned a lot in the last better part of a decade? >> Yeah. >> Take us through that. >> You know, so the first jump was from EMC. I was 15 years there to be CEO of Barracuda. And you know, it was interesting because EMC was, you know large enterprise for the most part. At Barracuda we had, you know 250,000 small and mid-size enterprises. And it was, it's interesting to get into security in small and mid-size businesses because, you know Wendy today was talking about nation states. For small and mid-size business, it's common thievery right? It's ransomware, it's, and, those customers don't have, you know, the human and financial resources to keep up with the threat factor. So, you know, Nikesh talked about how it's taken 'em four and a half years to get into cybersecurity. I remember my first week at Barracuda, I was talking with a customer who had, you know, breached data shut down. There wasn't much bitcoin back then so it was just a pure ransom. And I'm like, wow, this is, you know, incredible industry. So it's been a good, you know, transition for me. I still think data is at the heart of all of this. Right? And I have always believed there's a strong connection between the things I learned growing up at EMC and what I put into practice today at Palo Alto Networks. >> And how about a culture because I, you know I know have observed the EMC culture >> Yeah. >> And you were there in really the heyday. >> Yeah. >> Right? Which was an awesome place. And it seems like Palo Alto obviously, different times but you know, similar like laser focus on solving problems, you know, obviously great, you know value sellers, you know, you guys aren't the commodity >> Yeah. For Product. But there seemed to be some similarities from afar. I don't know Palo Alto as well as I know EMC. >> I think there's a lot. When I joined EMC, it was about, it was 2 billion in in revenue and I think when I left it was over 20, 20, 21. And, you know, we're at, you know hopefully 5, 5 5 in revenue. I feel like it's this very similar, there's a sense of urgency, there's an incredible focus on the customer. you know, Near and Moche are definitely different individuals but the both same kind of disruptive, Israeli force out there driving the business. There are a lot of similarities. I, you know, the passion, I feel privileged as a, you know go to market person that I have this incredible portfolio to go, you know, work with customers on. It's a lucky position to be in, but very I feel like it is a movie I've seen before. >> Yeah. And but, and the course, the challenges from the, the target that you're disrupting is different. It was, you know, EMC had a lot of big, you know IBM obviously was, you know, bigger target whereas you got thousands of, you know, smaller companies. >> Yes. >> And, and so that's a different dynamic but that's why the consolidation play is so important. >> Look at, that's why I joined Palo Alto Networks when I was at Barracuda for nine years. It just fascinated me, that there was 3000 plus players in security and why didn't security evolve like the storage market did or the server market or network where working >> Yeah, right. >> You know, two or three big gorillas came to, to dominate those markets. And it's, I think it's what Nikesh talked about today. There was a new problem in best of breed. It was always best of breed. You can never in security go in and, you know, say, Hey it's good I saved us some money but I got the third best product in the marketplace. And there was that kind of gap between products. I, believe in why I joined here I think this is my last gig is we have a chance to change that. And this is the first company as I look from the outside in that had best of breed as, you know Nikesh said 13 categories. >> Yeah. >> And you know, we're in the leaders quadrant and it's a conversation I have with customers. You don't have to sacrifice best of breed but get the benefits of a platform. And I, think that resonates today. I think we have a chance to change the industry from that viewpoint. >> Give us a little view of the voice of the customer. You had, was it Sabre? >> Yeah. >> That was on >> Scott Moser, The CISO from Sabre. >> Give us a view, what are you hearing from the voice of the customer? Obviously they're quite a successful customer but challenges, concerns, the partnership. >> Yeah. Look, I think security is similar to industries where we come up with magic marketing phrases and, you know, things to you know, make you want to procure our solutions. You know, zero trust is one. And you know, you'll talk to customers and they're like, okay, yes. And you know, the government, right? Joe, Joe Biden's putting out zero trust executive orders. And the, the problem is if you talk to customers, it's a journey. They have legacy infrastructure they have business drivers that you know they just don't deal with us. They've got to deal with the business side who's trying to make the money that keeps the, the company going. it's really helped them draw a map from where they're at today to zero trust or to a better security architecture. Or, you know, they're moving their apps into the cloud. How am I going to migrate? Right? Again, that discussion three years ago was around lift and shift, right? Today it's about, well, no I need cloud native developed apps to service the business the way I want to, I want to service it. How do I, so I, I think there's this element of a trusted partner and relationship. And again, I think this is why you can't have 40 or 50 of those. You got to start narrowing it down if you want to be able to meet and beat the threats that are out there for you. So I, you know, the customers, I see a lot of 'em. It's, here's where I'm at help me get here to a better position. And they know it's, you know Scott said in our keynote today, you don't just, you know have layer three firewall policies and decide, okay tomorrow I'm going to go to layer seven. That, that's not how it works. Right? There's, and, and by the way these things are a mission critical type areas. So there's got to be a game plan that you help customers go through to get there. >> Definitely. Last question, my last question for you is, is security being a board level conversation I was reading some stats from a survey I think it was the what's new in Cypress survey that that Palo Alto released today that showed that while significant numbers of organizations think they've got a cyber resiliency playbook, there's a lot of disconnect or lack of alignment at the boardroom. Are you in those conversations? How can you help facilitate that alignment between the executive team and the board when it comes to security being so foundational to any business? >> Yeah, it's, I've been on three, four public company boards. I'm on, I'm on two today. I would say four years ago, this was a almost a taboo topic. It was a, put your head in the sand and pray to God nothing happened. And you know, the world has changed significantly. And because of the number of breaches the impact it's had on brand, boards have to think about this in duty of care and their fiduciary duty. Okay. So then you start with a board that may not have the technical skills. The first problem the security industry had is how do I explain your risk profile in a way you can understand it. I'm, I'm on the board of Generac that makes home generators. It's a manufacturing, you know, company but they put Wifi modules in their boxes so that the dealers could help do the maintenance on 'em. And all of a sudden these things were getting attacked. Right? And they're being used for bot attacks. >> Yeah. >> Everybody on their board had a manufacturing background. >> Ah. >> So how do you help that board understand the risk they have that's what's changed over the last four years. It's a constant discussion. It's one I have with CISOs where they're like help us put it in layman's terms so they understand they know what we're doing and they feel confident but at the same time understand the marketplace better. And that's a journey for us. >> That Generac example is a great one because, you know, think about IOT Technologies. They've historically been air gaped >> Yes. >> By design. And all of a sudden the business comes in and says, "Hey we can put wifi in there", you know >> Connect it to a home Wifi system that >> Make our lives so much easier. Next thing you know, it's being used to attack. >> Yeah. >> So that's why, as you go around the world are you discerning, I know you were just in Japan are you discerning significant differences in sort of attitudes toward, towards cyber? Whether it's public policy, you know things like regulation where you, they don't want you sharing data, but as as a cyber company, you want to share that data with you know, public and private? >> Look it, I, I think around the world we see incredible government activity first of all. And I think given the position we're in we get to have some unique conversations there. I would say worldwide security is an imperative. I, no matter where I go, you know it's in front of everybody's mind. The, on the, the governance side, it's really what do we need to adapt to make sure we meet local regulations. And I, and I would just tell you Dave there's ways when you do that, and we talk with governments that because of how they want to do it reduce our ability to give them full insight into all the threats and how we can help them. And I do think over time governments understand that we can anonymize the data. There's, but that, that's a work in process. Definitely there is a balance. We need to have privacy, we need to have, you know personal security for people. But there's ways to collect that data in an anonymous way and give better security insight back into the architectures that are out there. >> All right. A little shift the gears here. A little sports question. We've had some great Boston's sports guests on theCUBE right? I mean, Randy Seidel, we were talking about him. Peter McKay, Snyk, I guess he's a competitor now but you know, there's no question got >> He got a little funding today. I saw that. >> Down round. But they still got a lot of money. Not of a down round, but they were, but yeah, but actually, you know, he was on several years ago and it was around the time they were talking about trading Brady. He said Never trade Brady. And he got that right. We, I think we can agree Brady's the goat. >> Yes. >> The big question I have for you is, Belichick. Do you ever question Has your belief in him as the greatest coach of all time wavered, you know, now that- No. Okay. >> Never. >> Weigh in on that. >> Never, he says >> Still the Goat. >> I'll give you my best. You know, never In Bill we trust. >> Okay. Still. >> All right >> I, you know, the NFL is a unique property that's designed for parody and is designed, I mean actively designed to not let Mr. Craft and Bill Belichick do what they do every year. I feel privileged as a Boston sports fan that in our worst years we're in the seventh playoff spot. And I have a lot of family in Chicago who would kill for that position, by the way. And you know, they're in perpetual rebuilding. And so look, and I think he, you know the way he's been able to manage the cap and the skill levels, I think we have a top five defense. There's different ways to win titles. And if I, you know, remember in Brady's last title with Boston, the defense won us that Super Bowl. >> Well thanks for weighing in on that because there's a lot of crazy talk going on. Like, 'Hey, if he doesn't beat Arizona, he's got to go.' I'm like, what? So, okay, I'm sometimes it takes a good good loyal fan who's maybe, you know, has >> The good news in Boston is we're emotional fans too so I understand you got to keep the long term long term in mind. And we're, we're in a privileged position in Boston. We've got Celtics, we've got Bruins we've got the Patriots right on the edge of the playoffs and we need the Red Sox to get to work. >> Yeah, no, you know they were last, last year so maybe they're going to win it all like they usually do. So >> Fingers crossed. >> Crazy worst to first. >> Exactly. Well you said, in Bill we trust it sounds like from our conversation in BJ we trust from the customers, the partners. >> I hope so. >> Thank you so much BJ, for coming back on theCUBE giving us the lay of the land, what's new, the voice of the customer and how Palo Alto was really differentiated in the market. We always appreciate your, coming on the show you >> Honor and privilege seeing you here. Thanks. >> You may be thinking that you were watching ESPN just now but you know, we call ourselves the ESPN at Tech News. This is Lisa Martin for Dave Vellante and our guest. You're watching theCUBE, the Leader and live emerging in enterprise tech coverage. (upbeat music)

Published Date : Dec 14 2022

SUMMARY :

brought to you by Palo Alto Networks. Alto Ignite 22 at the MGM Grant We called it the chowder great to have you back on theCUBE. It's awesome. hazard of losing the voice. You lose it when you come to Vegas. You had a keynote then, you had the revenge of the CFO and you know So the question I have for you is Yeah I, you know, I think of a big, you know, competitor of yours I don't have the people to operate 'em. Let chaos reign, and I was looking at some stats you know, is multifaceted. What you must have learned a lot And you know, it was interesting And you were there but you know, similar like laser focus there seemed to be some portfolio to go, you know, a lot of big, you know And, and so that's a different dynamic like the storage market did in and, you know, say, Hey And you know, we're the voice of the customer. Give us a view, what are you hearing And you know, the government, right? How can you help facilitate that alignment And you know, the world Everybody on their but at the same time understand you know, think about IOT Technologies. we can put wifi in there", you know Next thing you know, it's we need to have, you know but you know, there's no question got I saw that. but actually, you know, he was of all time wavered, you I'll give you my best. And if I, you know, remember good loyal fan who's maybe, you know, has so I understand you got Yeah, no, you know they worst to first. Well you coming on the show you Honor and privilege seeing you here. but you know, we call ourselves

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

Randy SeidelPERSON

0.99+

BJ JenkinsPERSON

0.99+

Bill BelichickPERSON

0.99+

Red SoxORGANIZATION

0.99+

BJPERSON

0.99+

VegasLOCATION

0.99+

Lisa MartinPERSON

0.99+

BradyPERSON

0.99+

20QUANTITY

0.99+

40QUANTITY

0.99+

ScottPERSON

0.99+

EMCORGANIZATION

0.99+

DavePERSON

0.99+

JoePERSON

0.99+

ChicagoLOCATION

0.99+

PatriotsORGANIZATION

0.99+

BostonLOCATION

0.99+

Scott MoserPERSON

0.99+

50QUANTITY

0.99+

Palo Alto NetworksORGANIZATION

0.99+

CelticsORGANIZATION

0.99+

IBMORGANIZATION

0.99+

twoQUANTITY

0.99+

May of 2010DATE

0.99+

Andy GrovePERSON

0.99+

Las VegasLOCATION

0.99+

BarracudaORGANIZATION

0.99+

threeQUANTITY

0.99+

Joe BidenPERSON

0.99+

2010DATE

0.99+

SabreORGANIZATION

0.99+

250,000QUANTITY

0.99+

tomorrowDATE

0.99+

last yearDATE

0.99+

2 billionQUANTITY

0.99+

thousandsQUANTITY

0.99+

15 yearsQUANTITY

0.99+

nine yearsQUANTITY

0.99+

six monthQUANTITY

0.99+

todayDATE

0.99+

30QUANTITY

0.99+

GeneracORGANIZATION

0.99+

BelichickPERSON

0.99+

JapanLOCATION

0.99+

WendyPERSON

0.99+

yesterdayDATE

0.99+

Peter McKayPERSON

0.99+

NikeshORGANIZATION

0.99+

TodayDATE

0.99+

21QUANTITY

0.99+

13 categoriesQUANTITY

0.99+

Super BowlEVENT

0.99+

CraftPERSON

0.99+

ESPNORGANIZATION

0.99+

Palo AltoORGANIZATION

0.99+

two thingsQUANTITY

0.99+

four and a half yearsQUANTITY

0.99+

Palo AltoLOCATION

0.99+

four monthsQUANTITY

0.99+

BostonORGANIZATION

0.99+

third angleQUANTITY

0.98+

ArizonaORGANIZATION

0.98+

30 toolsQUANTITY

0.98+

oneQUANTITY

0.98+

Day 4 Keynote Analysis | AWS re:Invent 2022


 

(upbeat music) >> Good morning everybody. Welcome back to Las Vegas. This is day four of theCUBE's wall-to-wall coverage of our Super Bowl, aka AWS re:Invent 2022. I'm here with my co-host, Paul Gillin. My name is Dave Vellante. Sanjay Poonen is in the house, CEO and president of Cohesity. He's sitting in as our guest market watcher, market analyst, you know, deep expertise, new to the job at Cohesity. He was kind enough to sit in, and help us break down what's happening at re:Invent. But Paul, first thing, this morning we heard from Werner Vogels. He was basically given a masterclass on system design. It reminded me of mainframes years ago. When we used to, you know, bury through those IBM blue books and red books. You remember those Sanjay? That's how we- learned back then. >> Oh God, I remember those, Yeah. >> But it made me think, wow, now you know IBM's more of a systems design, nobody talks about IBM anymore. Everybody talks about Amazon. So you wonder, 20 years from now, you know what it's going to be. But >> Well- >> Werner's amazing. >> He pulled out a 24 year old document. >> Yup. >> That he had written early in Amazon's evolution about synchronous design or about essentially distributed architectures that turned out to be prophetic. >> His big thing was nature is asynchronous. So systems are asynchronous. Synchronous is an illusion. It's an abstraction. It's kind of interesting. But, you know- >> Yeah, I mean I've had synonyms for things. Timeless architecture. Werner's an absolute legend. I mean, when you think about folks who've had, you know, impact on technology, you think of people like Jony Ive in design. >> Dave: Yeah. >> You got to think about people like Werner in architecture and just the fact that Andy and the team have been able to keep him engaged that long... I pay attention to his keynote. Peter DeSantis has obviously been very, very influential. And then of course, you know, Adam did a good job, you know, watching from, you know, having watched since I was at the first AWS re:Invent conference, at time was President SAP and there was only a thousand people at this event, okay? Andy had me on stage. I think I was one of the first guest of any tech company in 2011. And to see now this become like, it's a mecca. It's a mother of all IT events, and watch sort of even the transition from Andy to Adam is very special. I got to catch some of Ruba's keynote. So while there's some new people in the mix here, this has become a force of nature. And the last time I was here was 2019, before Covid, watched the last two ones online. But it feels like, I don't know 'about what you guys think, it feels like it's back to 2019 levels. >> I was here in 2019. I feel like this was bigger than 2019 but some people have said that it's about the same. >> I think it was 60,000 versus 50,000. >> Yes. So close. >> It was a little bigger in 2019. But it feels like it's more active. >> And then last year, Sanjay, you weren't here but it was 25,000, which was amazing 'cause it was right in that little space between Omicron, before Omicron hit. But you know, let me ask you a question and this is really more of a question about Amazon's maturity and I know you've been following them since early days. But the way I get the question, number one question I get from people is how is Amazon AWS going to be different under Adam than it was under Andy? What do you think? >> I mean, Adam's not new because he was here before. In some senses he knows the Amazon culture from prior, when he was running sales and marketing prior. But then he took the time off and came back. I mean, this will always be, I think, somewhat Andy's baby, right? Because he was the... I, you know, sent him a text, "You should be really proud of what you accomplished", but you know, I think he also, I asked him when I saw him a few weeks ago "Are you going to come to re:Invent?" And he says, "No, I want to leave this to be Adam's show." And Adam's going to have a slightly different view. His keynotes are probably half the time. It's a little bit more vision. There was a lot more customer stories at the beginning of it. Taking you back to the inspirational pieces of it. I think you're going to see them probably pulling up the stack and not just focused in infrastructure. Many of their platform services are evolved. Many of their, even application services. I'm surprised when I talk to customers. Like Amazon Connect, their sort of call center type technologies, an app layer. It's getting a lot. I mean, I've talked to a couple of Fortune 500 companies that are moving off Ayer to Connect. I mean, it's happening and I did not know that. So it's, you know, I think as they move up the stack, the platform's gotten more... The data centric stack has gotten, and you know, in the area we're working with Cohesity, security, data protection, they're an investor in our company. So this is an important, you know, both... I think tech player and a partner for many companies like us. >> I wonder the, you know, the marketplace... there's been a big push on the marketplace by all the cloud companies last couple of years. Do you see that disrupting the way softwares, enterprise software is sold? >> Oh, for sure. I mean, you have to be a ostrich with your head in the sand to not see this wave happening. I mean, what's it? $150 billion worth of revenue. Even though the growth rates dipped a little bit the last quarter or so, it's still aggregatively between Amazon and Azure and Google, you know, 30% growth. And I think we're still in the second or third inning off a grand 1 trillion or 2 trillion of IT, shifting not all of it to the cloud, but significantly faster. So if you add up all of the big things of the on-premise world, they're, you know, they got to a certain size, their growth is stable, but stalling. These guys are growing significantly faster. And then if you add on top of them, platform companies the data companies, Snowflake, MongoDB, Databricks, you know, Datadog, and then apps companies on top of that. I think the move to the Cloud is inevitable. In SaaS companies, I don't know why you would ever implement a CRM solution on-prem. It's all gone to the Cloud. >> Oh, it is. >> That happened 15 years ago. I mean, begin within three, five years of the advent of Salesforce. And the same thing in HR. Why would you deploy a HR solution now? You've got Workday, you've got, you know, others that are so some of those apps markets are are just never coming back to an on-prem capability. >> Sanjay, I want to ask you, you built a reputation for being able to, you know, forecast accurately, hit your plan, you know, you hit your numbers, you're awesome operator. Even though you have a, you know, technology degree, which you know, that's a two-tool star, multi-tool star. But I call it the slingshot economy. This is like, I mean I've seen probably more downturns than anybody in here, you know, given... Well maybe, maybe- >> Maybe me. >> You and I both. I've never seen anything like this, where where visibility is so unpredictable. The economy is sling-shotting. It's like, oh, hurry up, go Covid, go, go go build, build, build supply, then pull back. And now going forward, now pulling back. Slootman said, you know, on the call, "Hey the guide, is the guide." He said, "we put it out there, We do our best to hit it." But you had CrowdStrike had issues you know, mid-market, ServiceNow. I saw McDermott on the other day on the, on the TV. I just want to pay, you know, buy from the guy. He's so (indistinct) >> But mixed, mixed results, Salesforce, you know, Octa now pre-announcing, hey, they're going to be, or announcing, you know, better visibility, forward guide. Elastic kind of got hit really hard. HPE and Dell actually doing really well in the enterprise. >> Yep. >> 'Course Dell getting killed in the client. But so what are you seeing out there? How, as an executive, do you deal with such poor visibility? >> I think, listen, what the last two or three years have taught us is, you know, with the supply chain crisis, with the surge that people thought you may need of, you know, spending potentially in the pandemic, you have to start off with your tech platform being 10 x better than everybody else. And differentiate, differentiate. 'Cause in a crowded market, but even in a market that's getting tougher, if you're not differentiating constantly through technology innovation, you're going to get left behind. So you named a few places, they're all technology innovators, but even if some of them are having challenges, and then I think you're constantly asking yourselves, how do you move from being a point product to a platform with more and more services where you're getting, you know, many of them moving really fast. In the case of Roe, I like him a lot. He's probably one of the most savvy operators, also that I respect. He calls these speedboats, and you know, his core platform started off with the firewall network security. But he's built now a very credible cloud security, cloud AI security business. And I think that's how you need to be thinking as a tech executive. I mean, if you got core, your core beachhead 10 x better than everybody else. And as you move to adjacencies in these new platforms, have you got now speedboats that are getting to a point where they are competitive advantage? Then as you think of the go-to-market perspective, it really depends on where you are as a company. For a company like our size, we need partners a lot more. Because if we're going to, you know, stand on the shoulders of giants like Isaac Newton said, "I see clearly because I stand on the shoulders giants." I need to really go and cultivate Amazon so they become our lead partner in cloud. And then appropriately Microsoft and Google where I need to. And security. Part of what we announced last week was, last month, yeah, last couple of weeks ago, was the data security alliance with the biggest security players. What was I trying to do with that? First time ever done in my industry was get Palo Alto, CrowdStrike, Wallace, Tenable, CyberArk, Splunk, all to build an alliance with me so I could stand on their shoulders with them helping me. If you're a bigger company, you're constantly asking yourself "how do you make sure you're getting your, like Amazon, their top hundred customers spending more with that?" So I think the the playbook evolves, and I'm watching some of these best companies through this time navigate through this. And I think leadership is going to be tested in enormously interesting ways. >> I'll say. I mean, Snowflake is really interesting because they... 67% growth, which is, I mean, that's best in class for a company that's $2 billion. And, but their guide was still, you know, pretty aggressive. You know, so it's like, do you, you know, when it when it's good times you go, "hey, we can we can guide conservatively and know we can beat it." But when you're not certain, you can't dial down too far 'cause your investors start to bail on you. It's a really tricky- >> But Dave, I think listen, at the end of the day, I mean every CEO should not be worried about the short term up and down in the stock price. You're building a long-term multi-billion dollar company. In the case of Frank, he has, I think I shot to a $10 billion, you know, analytics data warehousing data management company on the back of that platform, because he's eyeing the market that, not just Teradata occupies today, but now Oracle occupies or other databases, right? So his tam as it grows bigger, you're going to have some of these things, but that market's big. I think same with Palo Alto. I mean Datadog's another company, 75% growth. >> Yeah. >> At 20% margins, like almost rule of 95. >> Amazing. >> When they're going after, not just the observability market, they're eating up the sim market, security analytics, the APM market. So I think, you know, that's, you look at these case studies of companies who are going from point product to platforms and are steadily able to grow into new tams. You know, to me that's very inspiring. >> I get it. >> Sanjay: That's what I seek to do at our com. >> I get that it's a marathon, but you know, when you're at VMware, weren't you looking at the stock price every day just out of curiosity? I mean listen, you weren't micromanaging it. >> You do, but at the end of the day, and you certainly look at the days of earnings and so on so forth. >> Yeah. >> Because you want to create shareholder value. >> Yeah. >> I'm not saying that you should not but I think in obsession with that, you know, in a short term, >> Going to kill ya. >> Makes you, you know, sort of myopically focused on what may not be the right thing in the long term. Now in the long arc of time, if you're not creating shareholder value... Look at what happened to Steve Bomber. You needed Satya to come in to change things and he's created a lot of value. >> Dave: Yeah, big time. >> But I think in the short term, my comments were really on the quarter to quarter, but over a four a 12 quarter, if companies are growing and creating profitable growth, they're going to get the valuation they deserve. >> Dave: Yeah. >> Do you the... I want to ask you about something Arvind Krishna said in the previous IBM earnings call, that IT is deflationary and therefore it is resistant to the macroeconomic headwinds. So IT spending should actually thrive in a deflation, in a adverse economic climate. Do you think that's true? >> Not all forms of IT. I pay very close attention to surveys from, whether it's the industry analysts or the Morgan Stanleys, or Goldman Sachs. The financial analysts. And I think there's a gluc in certain sectors that will get pulled back. Traditional view is when the economies are growing people spend on the top line, front office stuff, sales, marketing. If you go and look at just the cloud 100 companies, which are the hottest private companies, and maybe with the public market companies, there's way too many companies focused on sales and marketing. Way too many. I think during a downsizing and recession, that's going to probably shrink some, because they were all built for the 2009 to 2021 era, where it was all about the top line. Okay, maybe there's now a proposition for companies who are focused on cost optimization, supply chain visibility. Security's been intangible, that I think is going to continue to an investment. So I tell, listen, if you are a tech investor or if you're an operator, pay attention to CIO priorities. And right now, in our business at Cohesity, part of the reason we've embraced things like ransomware protection, there is a big focus on security. And you know, by intelligently being a management and a security company around data, I do believe we'll continue to be extremely relevant to CIO budgets. There's a ransomware, 20 ransomware attempts every second. So things of that kind make you relevant in a bank. You have to stay relevant to a buying pattern or else you lose momentum. >> But I think what's happening now is actually IT spending's pretty good. I mean, I track this stuff pretty closely. It's just that expectations were so high and now you're seeing earnings estimates come down and so, okay, and then you, yeah, you've got the, you know the inflationary factors and your discounted cash flows but the market's actually pretty good. >> Yeah. >> You know, relative to other downturns that if this is not a... We're not actually not in a downturn. >> Yeah. >> Not yet anyway. It may be. >> There's a valuation there. >> You have to prepare. >> Not sales. >> Yeah, that's right. >> When I was on CNBC, I said "listen, it's a little bit like that story of Joseph. Seven years of feast, seven years of famine." You have to prepare for potentially your worst. And if it's not the worst, you're in good shape. So will it be a recession 2023? Maybe. You know, high interest rates, inflation, war in Russia, Ukraine, maybe things do get bad. But if you belt tightening, if you're focused in operational excellence, if it's not a recession, you're pleasantly surprised. If it is one, you're prepared for it. >> All right. I'm going to put you in the spot and ask you for predictions. Expert analysis on the World Cup. What do you think? Give us the breakdown. (group laughs) >> As my... I wish India was in the World Cup, but you can't get enough Indians at all to play soccer well enough, but we're not, >> You play cricket, though. >> I'm a US man first. I would love to see one of Brazil, or Argentina. And as a Messi person, I don't know if you'll get that, but it would be really special for Messi to lead, to end his career like Maradonna winning a World Cup. I don't know if that'll happen. I'm probably going to go one of the Latin American countries, if the US doesn't make it far enough. But first loyalty to the US team, and then after one of the Latin American countries. >> And you think one of the Latin American countries is best bet to win or? >> I don't know. It's hard to tell. They're all... What happens now at this stage >> So close, right? >> is anybody could win. >> Yeah. You just have lots of shots of gold. I'm a big soccer fan. It could, I mean, I don't know if the US is favored to win, but if they get far enough, you get to the finals, anybody could win. >> I think they get Netherlands next, right? >> That's tough. >> Really tough. >> But... The European teams are good too, but I would like to see US go far enough, and then I'd like to see Latin America with team one of Argentina, or Brazil. That's my prediction. >> I know you're a big Cricket fan. Are you able to follow Cricket the way you like? >> At god unearthly times the night because they're in Australia, right? >> Oh yeah. >> Yeah. >> I watched the T-20 World Cup, select games of it. Yeah, you know, I'm not rapidly following every single game but the World Cup games, I catch you. >> Yeah, it's good. >> It's good. I mean, I love every sport. American football, soccer. >> That's great. >> You get into basketball now, I mean, I hope the Warriors come back strong. Hey, how about the Warriors Celtics? What do we think? We do it again? >> Well- >> This year. >> I'll tell you what- >> As a Boston Celtics- >> I would love that. I actually still, I have to pay off some folks from Palo Alto office with some bets still. We are seeing unprecedented NBA performance this year. >> Yeah. >> It's amazing. You look at the stats, it's like nothing. I know it's early. Like nothing we've ever seen before. So it's exciting. >> Well, always a pleasure talking to you guys. >> Great to have you on. >> Thanks for having me. >> Thank you. Love the expert analysis. >> Sanjay Poonen. Dave Vellante. Keep it right there. re:Invent 2022, day four. We're winding up in Las Vegas. We'll be right back. You're watching theCUBE, the leader in enterprise and emerging tech coverage. (lighthearted soft music)

Published Date : Dec 1 2022

SUMMARY :

When we used to, you know, Yeah. So you wonder, 20 years from now, out to be prophetic. But, you know- I mean, when you think you know, watching from, I feel like this was bigger than 2019 I think it was 60,000 But it feels like it's more active. But you know, let me ask you a question So this is an important, you know, both... I wonder the, you I mean, you have to be a ostrich you know, others that are so But I call it the slingshot economy. I just want to pay, you or announcing, you know, better But so what are you seeing out there? I mean, if you got core, you know, pretty aggressive. I think I shot to a $10 billion, you know, like almost rule of 95. So I think, you know, that's, I seek to do at our com. I mean listen, you and you certainly look Because you want to Now in the long arc of time, on the quarter to quarter, I want to ask you about And you know, by intelligently But I think what's happening now relative to other downturns It may be. But if you belt tightening, to put you in the spot but you can't get enough Indians at all But first loyalty to the US team, It's hard to tell. if the US is favored to win, and then I'd like to see Latin America the way you like? Yeah, you know, I'm not rapidly I mean, I love every sport. I mean, I hope the to pay off some folks You look at the stats, it's like nothing. talking to you guys. Love the expert analysis. in enterprise and emerging tech coverage.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
AndyPERSON

0.99+

Dave VellantePERSON

0.99+

MessiPERSON

0.99+

Sanjay PoonenPERSON

0.99+

FrankPERSON

0.99+

DavePERSON

0.99+

MicrosoftORGANIZATION

0.99+

WernerPERSON

0.99+

AmazonORGANIZATION

0.99+

GoogleORGANIZATION

0.99+

Paul GillinPERSON

0.99+

AdamPERSON

0.99+

Steve BomberPERSON

0.99+

SanjayPERSON

0.99+

Jony IvePERSON

0.99+

$2 billionQUANTITY

0.99+

DellORGANIZATION

0.99+

2019DATE

0.99+

2011DATE

0.99+

Peter DeSantisPERSON

0.99+

$150 billionQUANTITY

0.99+

$10 billionQUANTITY

0.99+

PaulPERSON

0.99+

last weekDATE

0.99+

AustraliaLOCATION

0.99+

Isaac NewtonPERSON

0.99+

last monthDATE

0.99+

Las VegasLOCATION

0.99+

2009DATE

0.99+

SlootmanPERSON

0.99+

60,000QUANTITY

0.99+

Goldman SachsORGANIZATION

0.99+

Arvind KrishnaPERSON

0.99+

IBMORGANIZATION

0.99+

TenableORGANIZATION

0.99+

2 trillionQUANTITY

0.99+

Las VegasLOCATION

0.99+

CohesityORGANIZATION

0.99+

50,000QUANTITY

0.99+

RubaPERSON

0.99+

24 yearQUANTITY

0.99+

secondQUANTITY

0.99+

30%QUANTITY

0.99+

Boston CelticsORGANIZATION

0.99+

CyberArkORGANIZATION

0.99+

OracleORGANIZATION

0.99+

MaradonnaPERSON

0.99+

CrowdStrikeORGANIZATION

0.99+

thirdQUANTITY

0.99+

last yearDATE

0.99+

WallaceORGANIZATION

0.99+

World CupEVENT

0.99+

SplunkORGANIZATION

0.99+

WarriorsORGANIZATION

0.99+

HPEORGANIZATION

0.99+

Palo AltoORGANIZATION

0.99+

Morgan StanleysORGANIZATION

0.99+

DatadogORGANIZATION

0.99+

Werner VogelsPERSON

0.99+

DatabricksORGANIZATION

0.99+

Palo AltoLOCATION

0.99+

Super BowlEVENT

0.99+

SnowflakeORGANIZATION

0.99+

bothQUANTITY

0.99+

World CupEVENT

0.99+

Patrick Osborne, HPE | VeeamON 2022


 

(digital pulsing music) >> We're back at VeeamON 2022. My name is Dave Vellante. I'm here with my co-host David Nicholson. I've got another mass boy coming on. Patrick Osborne is the vice president of the storage business unit at HPE. Good to see you again, my friend. It's been a long time. >> It's been way too long, thank you very much for having me. >> I can't even remember the last time we saw each other. It might have been in our studios in the East Coast. Well, it's good to be here with you. Lots have been going on, of course, we've been following from afar, but give us the update, what's new with HPE? We've done some stuff on GreenLake, we've covered that pretty extensively and looks like you got some momentum there. >> Quite a bit of momentum, both on the technology front and certainly the customer acquisition front. The message is certainly resonating with our customers. GreenLake is, that's the transformation that's fueling the future of Hewlett Packard Enterprise. So the momentum is great on the technology side. We're at well over 50 services that we're providing on the GreenLake platform. Everything from solutions and workloads to compute, networking and storage. So it's been really fantastic to see the platform and being able to really delight the customers and then the momentum on the sales and the customer acquisition side, the customers are voting with their dollars, so they're very happy with the platform, certainly from an operational perspective and a financial consumption perspective and so our target goal, which we've said a bunch of times is we want to be the hyperscaler on on-prem. We want to provide that customer experience to the folks that are investing in the platform. It's going really well. >> I'll ask you a question, as a former analyst, it could be obnoxious and so forth, so I'll be obnoxious for a minute. I wrote a piece in 2010 called At Your Storage Service, saying the future of storage and infrastructure as a service, blah, blah, blah. Now, of course, you don't want to over-rotate when there's no market, there was no market for GreenLake in 2010. Do you feel like your timing was right on, a little bit late, little bit early? Looking back now, how do you feel about that? >> Well, it's funny you say that. On the timing side, we've seen iterations of this stops and start forever. >> That's true. Financial gimmicks. >> I started my career at Sun Microsystems. We talked about the big freaking Web-tone switch and a lot of the network is the computer. You saw storage networks, you've seen a lot, a ton of iterations in this category, and so, I think the timing's right right now. Obviously, the folks in the hyperscaler class have proved out that this is something that's working. I think for us, the big thing that's really resonating with the customers is they want the operational model and they want the consumption model that they're getting from that as a service experience, but they still are going to run a number of their workloads on-prem and that's the best place to do it for them economically and we've proved that out. So I think the time is here to have that bifurcated experience from operational and financial perspective and in the past, the technology wasn't there and the ability to deliver that for the customers in a manner that was useful wasn't there. So I think the timing's perfect right now to provide them. >> As you know, theCUBE has had a presence at HPE Discover. Previous, even HP Discover and same with Veeam. But we got a long history with HP/HPE. When Hewlett Packard split into two companies, we made the observation, Wow, this opens up a whole new ecosystem opportunity for HPE generally, in storage business specifically, especially in data protection and backup, and the Veeam relationship, the ink wasn't dry and all of a sudden you guys were partnering, throwing joint activities, and so talk about how that relationship has evolved. >> From my perspective, we've always been a big partnering company, both on the route to market side, so our distributors and partners, and we work with them in big channel business. And then on the software partnership side, that's always evolving and growing. We're a very open ecosystem and we like to provide choice for our customers and I think, at the end of the day, we've got a lot of things that we work on jointly, so we have a great value prop. First phase of that relationship was partnering, we've got a full boat of product integrations that we do for customers. The second was a lot of special sauce that we do for our customers for co-integration and co-development. We had a huge session today with Rick Vanover and Frederico on our team here to talk about ransomware. We have big customers suffering from this plague right now and we've done a lot together on the engineering side to provide a very, very well-engineered, well thought out process to help avoid some of these things. And so that wave, too, of how do we do a ton of co-innovation together to really delight our customers and help them run their businesses, and I think the evolution of where we're going now, we have a lot of things that are very similar, strategically, in terms of, we all talk about data services and outcomes for our customers. So at the end of the day, when we think about GreenLake, like our virtual machine backup as a service or disaster recovery, it's all about what workloads are you running, what are the most important ones, where do you need help protecting that data? And essentially, how can we provide that outcome to you and you pay it as an outcome. And so we have a lot of things that we're working on together in that space. >> Let's take a little bit of a closer look at that. First of all, I'm from California, so I'm having a really hard time understanding what either of you were saying. Your accents are so thick. >> We could talk in Boston. >> Your accents are so thick. (Dave laughing) I could barely, but I know I heard you say something about Veaam at one point. Take a closer look at that. What does that look like from a ransomware perspective in terms of this concept of air gaping or immutable, immutable volumes and just as an aside, it seems like Veeam is a perfect partnership for you since customers obviously are going to be in hybrid mode for a long time and Veeam overlays that nicely. But what does it look like specifically? Immutable, air gap, some of the things we've been hearing a lot about. >> I'm exec sponsor for a number of big HPE customers and I'll give you an example. One of our customers, they have their own cloud service for time management and essentially they're exploited and they're not able to provide their service. It has huge ripple effect, if you think about, on inability to do their service and then how that affects their customers and their customers' employees and all that. It's a disaster, no pun intended. And the thing is, we learn from that and we can put together a really good architectures and best practices. So we're talking today about 3-2-1-1, so having three copies of your data, two different types of media, having an offline copy, an offsite copy and an offline copy. And now we're thinking about all the things you need to do to mitigate against all the different ways that people are going to exploit you. We've seen it all. You have keys that are erased, primary storage that is compromised and encrypted, people that come in and delete your backup catalog, they delete your backups, they delete your snapshots. So they get it down to essentially, "I'm either going to have one set of data, it's encrypted, I'm going to make you pay for it," and 40 percent of the time they pay and they get the data back, 60 percent of the time they pay and they get maybe some of the data back. But for the most part, you're not getting your data back. The best thing that we can do for our customers that come with a very prescriptive set of T-shirt configuration sizes, standardization, best practices on how they can take this entire ecosystem together and make it really easy for the customers to implement. But I wouldn't say, it's never bulletproof, but essentially, do as much as you can to avoid having to pay that ransomware. >> So 3-2-1-1, three copies, meaning local. >> Patrick: Yeah. >> So you can do fast recovery if you need to. Two different types of media, so tape fits in here? Not necessarily flashing and spinning disks. Could it be tape? >> A lot of times we have customers that have almost four different types. So they are running their production on flash. We have Alletras with HPE networking and servers running specific workloads, high performance. We have secondary storage on-prem for fast recovery and then we have some form of offsite and offline. Offsite could be object storage in the cloud and then offline would be an actual tape backup. The tape is out of the tape library in a vault so no one can actually access it through the network and so it's a physical copy that's offline. So you always have something to restore. >> Patrick, where's the momentum today, specifically, we're at VeeamON, but with regard to the Veeam partnership, is it security and ransomware, which is a new thing for this world. The last two years, it's really come to the top. Is it cloud migration? Is it data services and data management? Where's the momentum, all of the above, but maybe you could help us parse that. >> What we're seeing here at Hewlett Packard Enterprise, especially through GreenLake, is just an overall focus on data services. So what we're doing is we've got great platforms, we always had. HPE is known as an engineering company. We have fantastic products and solutions that customers love. What we're doing right now is taking, essentially, a lot of the beauty of those products and elevating them into an operational experience in the cloud, so you have a set of platforms that you want to run, you have machine critical platform, business critical, secondary storage, archival, data analytics and I want to be able to manage those from the cloud. So fleet management, HCI management, protocol management, block service, what have you, and then I want a set of abstracted data services that are on top of it and that's essentially things like disaster recovery, backup, data immutability, data vision, understanding what kind of data you have, and so we'll be able to provide those services that are essentially abstracted from the platforms themselves that run across multiple types of platforms. We can charge them on outcome based. They're based on consumption, so you think about something like DR, you have a small set of VMs that you want to protect with a very tight RPO, you can pay for those 100 VMs that are the most important that you have. So for us driving that operational experience and then the cloud data service experience into GreenLake gives customers a really, gives them a cloud experience. >> So have you heard the term super cloud? >> Patrick: Yeah. (chuckles) >> Have you? >> Patrick: Absolutely. >> It's term that we kind of coined, but I want to ask you about it specifically, in terms of how it fits into your strategy. So the idea is, and you kind of just described it, I think, whether your data is on-prem, it's in the cloud, multiple clouds, we'll talk about the edge later, but you're hiding the underlying complexities of the cloud's APIs and primitives, you're taking care of that for your customers, irrespective of physical location. It's the common experience across all those platforms. Is that a reasonable vision, maybe, even from a technical standpoint, is it part of HPE strategy and what does it take to actually do that, 'cause it sounds nice, but it's probably pretty intense? >> So the proof's in the pudding for us. We have a number of platforms that are providing, whether it's compute or networking or storage, running those workloads that they plum up into the cloud, they have an operational experience in the cloud and now they have data services that are running in the cloud for us in GreenLake. So it's a reality. We have a number of platforms that support that. We're going to have a set of big announcements coming up at HPE Discover. So we led with Alletra and we have a block service, we have VM backup as a service and DR On top of that. That's something that we're providing today. GreenLake has over, I think, it's actually over 60 services right now that we're providing in the GreenLake platform itself. Everything from security, single sign on, customer IDs, everything, so it's real. We have the proof point for it. >> So, GreenLake is essentially, I've said it, it's the HPE cloud. Is that a fair statement? >> A hundred percent. >> You're redefining cloud. And one of the hallmarks of cloud is ecosystem. Roughly, and I want to talk more about you got to grow that ecosystem to be successful in cloud, no question about it. And HPE's got the chops to do that. What percent of those services are HPE versus ecosystem partners and how do you see that evolving over time? >> We have a good number of services that are based on HPE, our tried and true intellectual property. >> You got good tech. >> Absolutely, so a number of that. And then we have partners in GreenLake today. We have a pretty big ecosystem and it's evolving, too. So we have customers and partners that are focused, our customers want our focus on data services. We have a number of opportunities and partnerships around data analytics. As you know, that's a really dynamic space. A lot of folks providing support on open source, analytics and that's a fast moving ecosystem, so we want to support that. We've seen a lot of interest in security. Being able to bring in security companies that are focused on data security. Data analytics to understand what's in your data from a customer perspective, how to secure that. So we have a pretty big ecosystem there. Just like our path at HPE, we've always had a really strong partnership with tons of software companies and we're going to continue to do that with GreenLake. >> You guys have been partner-friendly, I'll give you that. I'm going to ask Antonio this at Discover in a couple of weeks, but I want to ask you, when you think about, again, to go back to AWS as the prototypical cloud, you look at a Snowflake and a Redshift. The Redshift guys probably hate Snowflake, but the EC2 guys love them, sell a lot of compute. Now you as a business unit manager, do you ever see the day where you're side by side with one of your competitors? I'm guessing Antonio would say absolutely. Culturally, how does that play inside of HPE? I'm testing your partner-friendliness. How would you- >> Who will you- >> How do you think about that? >> At the end of the day, for us, the opportunity for us is to delight our customers. So we've always talked about customer choice and how to provide that best outcome. I think the big thing for us is that, from a cost perspective, we've seen a lot of customers coming back to HPE repatriation, from a repatriation perspective for a certain class of workloads. From my perspective, we're providing the best infrastructure and the best operational services at the best price at scale for these costumers. >> Really? It definitely, culturally, HPE has to, I think you would agree, it has to open up. You might not, you're going to go compete, based on the merit- >> Absolutely. >> of your product and technology. The repatriation thing is interesting. 'Cause I've always been a repatriation skeptic. Are you actually starting to see that in a meaningful way? Do you think you'll see it in the macro numbers? I mean, cloud doesn't seem to be slowing down, the public cloud growth, I mean, the 35, 40 percent a year. >> We're seeing it in our numbers. We're seeing it in the new logo and existing customer acquisition within GreenLake. So it's real for us. >> And they're telling you? Pure cost? >> Cost. >> So it's that's simple. >> Cost. >> So, they get the cloud bill, you do, too. I'd get the email from my CFO, "Why the cloud bill so high this month?" Part of that is it's consumption-based and it's not predictable. >> And also, too, one of the things that you said around unlocking a lot of the customer's ability from a resourcing perspective, so if we can take care of all the stuff underneath, the under cloud for the customer, the platform, so the stores, the serving, the networking, the automation, the provisioning, the health. As you guys know, we have hundreds of thousands of customers on the Aruba platform. We've got hundreds of thousands of customers calling home through InfoSight. So we can provide a very rich set of analytics, automated environment, automated health checking, and a very good experience that's going to help them move away from managing boxes to doing operational services with GreenLake. >> We talk about repatriation often. There was a time when I think a lot of us would've agreed that no one who was born in the cloud will ever do anything other than grow in the cloud. Are you seeing organizations that were born in the cloud realizing, "Hey, we know what our 80 percent steady state is and we've modeled this. Why rent it when we can own it? Or why rent it here when we can have it as operational cost there?" Are you seeing those? >> We're seeing some of that. We're certainly seeing folks that have a big part of their native or their digital business. It's a cost factor and so I think, one of the other areas, too, that we're seeing is there's a big transformation going on for our partners as well, too, on the sell-through side. So you're starting to see more niche SaaS offerings. You're starting to see more vertically focused offerings from our service provider partners or MSPs. So it's not just in either-or type of situation. You're starting to see now some really, really specific things going on in either verticals, customer segmentation, specific SaaS or data services and for us, it's a really good ecosystem, because we work with our SP partners, our MSP partners, they use our tech, they use our services, they provide services to our joint customers. For example, I know you guys have talked to iland here in the past. It's a great example for us for customers that are looking for DR as a service, backup as a service hosting, so it's a nice triangle for us to be able to please those customers. >> They're coming on to tomorrow. They're on 11/11. I think you're right on. The one, I think, obvious place where this repatriation could happen, it's the Sarah Wong and Martin Casano scenario where a SaaS companies cost a good sold become dominated by cloud costs. And they say, "Okay, well, maybe, I'm not going to build my own data centers. That's probably not going to happen, but I can go to Equinix and do a colo and I'm going to save a ton of dough, managing my own infrastructure with automation or outsourcing it." So Patrick, got to go. I could talk with you forever. Thank you so much for coming back in theCUBE. >> Always a pleasure. >> Go, Celts. How you feeling about the, we always talk sports here in VeeamON. How are you feeling about the Celts today? >> My original call today was Celtics in six, but we'll see what happens. >> Stephen, you like Celtics? Celtics six. >> Stephen: Celtics six. >> Even though tonight, they got a little- >> Stephen: Still believe, you got to believe. >> All right, I believe. >> It'd be better than the Miami's Mickey Mouse run there, in the bubble, a lot of astronauts attached to that. (Dave laughing) >> I love it. You got to believe here on theCUBE. All right, keep it right- >> I don't care. >> Keep it right there. You don't care, 'cause you're not from a sports town. Where are you in California? >> We have no sports. >> All right, keep it right there. This is theCUBE's coverage of VeeamON 2022. Dave Vellante for Dave Nicholson. We'll be right back. (digital music)

Published Date : May 18 2022

SUMMARY :

Good to see you again, my long, thank you very much and looks like you got and certainly the customer Now, of course, you don't want On the timing side, we've That's true. and the ability to deliver and all of a sudden you provide that outcome to you what either of you were saying. Immutable, air gap, some of the things and 40 percent of the time they pay So 3-2-1-1, three So you can do fast and then we have some form Where's the momentum, all of the above, that are the most important that you have. So the idea is, and you kind that are running in the it, it's the HPE cloud. And HPE's got the chops to do that. We have a good number of services to do that with GreenLake. but the EC2 guys love them, and how to provide that best outcome. go compete, based on the merit- it in the macro numbers? We're seeing it in the "Why the cloud bill so high this month?" a lot of the customer's than grow in the cloud. one of the other areas, and I'm going to save a ton of dough, about the Celts today? we'll see what happens. Stephen, you like you got to believe. in the bubble, a lot of astronauts You got to Where are you in California? coverage of VeeamON 2022.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
David NicholsonPERSON

0.99+

ChrisPERSON

0.99+

Lisa MartinPERSON

0.99+

JoelPERSON

0.99+

Jeff FrickPERSON

0.99+

PeterPERSON

0.99+

MonaPERSON

0.99+

Dave VellantePERSON

0.99+

David VellantePERSON

0.99+

KeithPERSON

0.99+

AWSORGANIZATION

0.99+

JeffPERSON

0.99+

KevinPERSON

0.99+

Joel MinickPERSON

0.99+

AndyPERSON

0.99+

RyanPERSON

0.99+

Cathy DallyPERSON

0.99+

PatrickPERSON

0.99+

GregPERSON

0.99+

Rebecca KnightPERSON

0.99+

StephenPERSON

0.99+

Kevin MillerPERSON

0.99+

MarcusPERSON

0.99+

Dave AlantePERSON

0.99+

EricPERSON

0.99+

AmazonORGANIZATION

0.99+

twoQUANTITY

0.99+

DanPERSON

0.99+

Peter BurrisPERSON

0.99+

Greg TinkerPERSON

0.99+

UtahLOCATION

0.99+

IBMORGANIZATION

0.99+

JohnPERSON

0.99+

RaleighLOCATION

0.99+

BrooklynLOCATION

0.99+

Carl KrupitzerPERSON

0.99+

LisaPERSON

0.99+

LenovoORGANIZATION

0.99+

JetBlueORGANIZATION

0.99+

2015DATE

0.99+

DavePERSON

0.99+

Angie EmbreePERSON

0.99+

Kirk SkaugenPERSON

0.99+

Dave NicholsonPERSON

0.99+

2014DATE

0.99+

SimonPERSON

0.99+

UnitedORGANIZATION

0.99+

Stu MinimanPERSON

0.99+

SouthwestORGANIZATION

0.99+

KirkPERSON

0.99+

FrankPERSON

0.99+

Patrick OsbornePERSON

0.99+

1984DATE

0.99+

ChinaLOCATION

0.99+

BostonLOCATION

0.99+

CaliforniaLOCATION

0.99+

SingaporeLOCATION

0.99+

Ben Cushing & Amanda Purnell | Red Hat Summit 2022


 

(pulsing music) (digital music) >> Welcome back to the Seaport in Boston. You're watching theCUBE's coverage of Red Hat Summit 2022. A lot of bummed out Bruins fans, but a lot of happy Celtics fans. We're optimistic for tonight, Boston's crazy sports town, but we're talking tech, we're talking open source. Dr. Amanda Purnell is here. She's the director of data and analytics innovation at the US Department of Veteran Affairs, and Ben Cushing is the chief architect for federal health and life sciences at Red Hat. Folks, welcome to theCUBE, thank for coming on. >> Thank you for having us. >> So glad to be here. >> So we heard your keynote this morning, project Arches. Now you were telling us just briefly about your previous life as a clinician. >> That's right. >> That's really interesting, because you know what the outcome has to be. So talk about that project in your perspective. What the goals were and how you actually got it done. >> I could tell the long view. I'm a psychologist by training. I spent the first 10 years of my VA career providing care to veterans. So engaging in healthcare behavior change, providing training to providers and really trying to understand what is the care pathway for veterans, what's the experience of veterans along each of those touchpoints, and it became clear to me over time that there were opportunities for us to improve the transitions of care and provide better information at the right time to improve those decisions that are being made at the point of care. Ben and I were just talking before we began today, part of the core of the development of Arches was beginning with human-centered design. We wanted to interview and better understand what was the experience across the VA of many different stakeholders and trying to access meaningful information, understand in that moment what do I need to make a decision with a veteran or what do I need to make a decision with my care team and how can I improve the quality of care for veterans? And so, hundreds of interviews later, it became clear to us that we wanted to help those individuals already working for the VA to continue to improve excellence of care and one of those ways that we're trying to do that is using technology to make life easier for our veterans and for our clinicians. >> I always like to say, they say, "Follow the money." I like to follow the data. And you said something in your keynote about nurses have to have access to information and it just gets to an architectural question, because as a caregiver, you have to get insights and data and you need it fast, 'cause you're saving lives, but a lot of times, architectures are very centralized. They're monolithic and you have to beg, borrow, steal, break through blockers to get to the data that you need. How do you square that circle in today's world? Maybe you could talk about that, and then specific to Arches, how you dealt with that. >> I can dive into that a little bit. I have to say, Amanda had touched on this during the keynote, VA was one of the first, if not the first, healthcare organizations in the world to actually adopt electronic health records and because of that, they just have this incredibly rich amount of historical data and the challenge, as you pointed out, is gaining access to it. So there are a number of programs within VA designed specifically for that. And they are bringing data not just from the data warehouses, but also data from the electronic health records that are running inside of VA right now, and then also third party community data sets, as well as applications that run inside the VA. Now the value here really happens when you produce insights. Data by itself is useless. >> Lot of data out there. They're plentiful. >> You need to create knowledge and then you need that knowledge to inform your process that comes next. Those actions are really what matters. All of healthcare is process and activity and data is really just a historical record. I mean, all data that we look at is happening in the past and then as we're reading it, we're producing knowledge, again, to inform our process. Arches, the program itself, is right in that space at the knowledge layer of actually taking that data and turning it into actual insight and something that is usable and insightful for clinicians to affect the ability to deliver better care and also to actually improve their own working experience. A lot of the models that are getting built out are specifically designed to help their workflow, help them reach better outcomes for the veterans, but also for themselves, because if we can care for the providers, it'll certainly help them care for the patients even more so. >> So how does it work? I mean, from the provider's perspective, how was their life improved by Arches? >> That's a great question. We want to make it easier to access the information. So as Ben noted, the average person providing care in the field doesn't know how to code, doesn't know how to pull a unique request for an individual data point, and what we're trying to do with Arches is provide a user interface that allows for both a non-technical person and a very technical person to access information, and then what gets provisioned in front of a provider is something that is farther abstracted from the underlying data layer and more like here's a specific insight. So I use the example in my keynote of chronic kidney disease. So what's provisioned to the provider in that moment is this person is at higher risk for chronic kidney disease based on this basic information. So it's surfacing just the right amount of information to allow for that care pathway to be improved, but the physician doesn't need to see all of the layers of code underneath. They need to trust that it's worthwhile, but they don't need to know all the background abstractions. >> So it's a self-service, essentially, infrastructure in that sense. You're hiding the underlying complexities. You gave an example in your keynote of an individual who realized that they were under counting the probability of a potential disease for African Americans. >> Yes. >> I believe she just rewrote the algorithm. >> She did. >> Describe that process, because in a lot of organizations, injecting that new algorithm may have required new data sources, would take an act of the Pope to do. How did it work in Arches? >> This is what I get excited about with Arches is that we have the opportunity to empower enthusiastic people like Dr. Joshi to discover an insight and she's a talented informaticist, so she could do the technical work and provision a container for her to work in, for her to do the data analysis, the underground stuff that we're not letting the average provider have to cope with. We were able to provision the tools that she need, the environment that she needed to be able to test and develop the new insight, confirm that they're there and then begin to validate that and test it in other facilities. So our thinking is, how do we bring the resources to the users rather than saying to the users, "This is what's available. Good luck." (chuckles) >> So we've been talking a lot about, I'm sorry, go ahead. >> I want to add on to that. What we're actually experiencing inside of healthcare right now is the emergence of of learning health systems. >> Yes. >> And this is a great example of that. The terrifying number is, it takes 17 years for new knowledge that gets created with healthcare research, whether it's NIH or VA or elsewhere, it takes 17 years for those practices to make their way into practice. Generally the way that happens is through the education of new staff. And so the dissemination of that knowledge is just so freaking slow that we cannot move nimbly enough to take on that new knowledge and actually implement it in clinical space. What Amanda's describing is something that now happens in months. New knowledge getting produced and then actually getting disseminated out, both the insights, whether they are those probabilities, predictions and recommendations and the actual processes, which are getting automated, as well. So if you think about healthcare as just a process, you can automate a whole lot of that and we can move that needle really fast and actually take that 70-year number down to a couple months. >> In the early days when we were all talking about AI and getting excited about digital, I would often ask the question, will machines be able to make better diagnoses than doctors and to your point, Ben, that's not the right question. >> Exactly. >> It isn't the right question. >> The question is, how can machines compress the time to better patient outcomes- >> Yes. >> in concert with humans and that's what we're seeing now. >> That's right, it's surfacing those insights to start a conversation. >> We've been talking a lot about artificial intelligence for the last two days. As clinician or someone with a clinical background, how do you see the clinical experience changing as machines grow more intelligent? >> I think that there's a learning curve for people to feel confident in an artificial intelligence. It makes sense. So someone spent decades, perhaps, of their life obtaining medical training, doing fellowships, doing additional training that they have trust in that deep training. There are times, however, where a technology is able to surface something that we didn't know that we didn't know and it's important, as we make use of artificial intelligence, that we clearly validate it with independent means and that we clearly also bring in additional analysis to understand what are the elements and then test that new technology in an environment before we scale it widely, so that clinicians can see, yes, this was useful. If it wasn't useful, how can we make it even better? So it goes back to what we were talking about earlier that we have to bring in human-centered design to figuring out how do we make use of AI or machine learning models and make sure that there's trust in those models and that we can clearly articulate value for the clinicians and care teams on the ground. >> Is that a natural evolution of Arches? >> This is all built around it. Arches is the technology platform, but there's no magical technology that's going to change how humans interact. And so the way we think about each project is we think about what are the technological components and what are the human factors components? And we have to think about the entire care pathway. I'll go back to that example, the chronic kidney disease. She identified that we were under identifying African Americans for chronic kidney disease. So she changed the algorithm. Not only did she change the algorithm, we also had to think about who would be informed of those changes, how would that change, who would be connected to the veteran in that point of care and build out the care pathway in the care team and that's really how you actually influence an outcome. Surfacing an insight is important, but it's one part of a much larger picture. >> So what is Arches? You said it's a technology platform built on open source. At least, there's a lot of open source in there. And it's got API connectors to all the legacy technologies that you need it to. Can you describe, paint a picture of what it actually is? >> Arches is evolving as it should. So it's designed to meet the unique needs that aren't being met by other infrastructure in the VA. So we started first by identifying the need for cloud compute, so it's in the cloud, it has open source technology so that we're not stuck with any one provider and also has the ability to use containers to be able to move insights out of Arches to an enterprise solution. We're also bringing in multi-cloud strategy, which also something had been discussed quite a bit at this conference, to make sure that we're not saying only one cloud provider can be the solution for veterans' needs. Our mission is serving veterans and so we want to have access to all the technology and not just one and so we're looking at how do we expand the scope to make sure that we have the most variety possible so we can meet the needs of veterans. >> I can add a little bit to it, as well. Think of Arches as a program. It's an incubation space under the office of innovation. So it's a place where the governance allows for trying new ideas and really pushing the envelope for VA in general. There's not a lot of organizations, if any at VA, that allow for that type of incubation and so Arches is in a unique position to create new technologies and new novel approaches to solving big problems. And then the next step to that is moving the work from Arches out into the enterprise, as you called it out. So for instance, the system of engagement where the actual clinicians interact with patients, the model needs to find its way there and we can't do that in a way that disturbs the current workflow that the clinicians have. We need to be able to bring the model to where the clinician is, have those recommendations, probabilities and predictions surfaced to the clinician in a way that is precise to their existing workflow. They need it at the time they need it. Arches itself is not delivering that part of it. It's more like the place where the innovation happens and the incubation really occurs and then it's about taking this container, really, and moving out to other systems that are already deployed out to the hospitals, the edge, and in the cloud. >> And the federated governance occurs in Arches or elsewhere? >> It happens across the continuum. It's starting in Arches. the clinical validation that happens there is wickedly important, because the clinicians need to know that what they're working with is actually legit. And so when they know that the researchers and the clinicians who are involved in that incubation period have done their work, they can feel confident with the recommendations they're getting from the machine learning models that are getting deployed to one of them. >> So many questions, so little time. What's the business impact? How would you describe that? >> For me, it's an emotional impact. People have a sense of, "I have a place to develop a solution and I can get in there quick, and I can test out an idea. I could potentially partner with an external partner or if I have the talents and skills to do it myself." It's empowering all of those innovators who have great ideas to work together to test and develop and validate solutions, and they're not waiting years to get the idea off the ground. >> Amazing. >> Go ahead, bring it. >> Is Arches open source? >> Arches is a platform and it has open source component. So that the underlying infrastructure of technology is open source. >> Why was it important to you that this be built on an open source platform? >> It's important for us that we not marry ourself to any one technology and that we allow for, as much as possible, transparency and many different tools and the right tools for the right solution. So we didn't want to find ourselves connected to only one way of doing things. We want to have versatility to have the right tool for the right problem at the right time. >> I'm so sorry, we're out of time. This is so interesting and I really appreciate you here guys, coming on and sharing your insights for theCUBE audience. All right, keep it right there. This is Dave Vellante for Paul Gillin. We're in day two of Red Hat Summit 2022. You're watching theCUBE. (digital pulsing music) >> Due to the pandemic, the federal government declared a public health emergency, which created an urgency for healthcare coverage. >> One of the biggest-

Published Date : May 11 2022

SUMMARY :

and Ben Cushing is the chief architect So we heard your keynote the outcome has to be. and it became clear to me over time and it just gets to an and the challenge, as you pointed out, Lot of data out and also to actually improve in the field doesn't know how to code, You're hiding the underlying complexities. rewrote the algorithm. an act of the Pope to do. the average provider have to cope with. So we've been talking is the emergence of of learning health and the actual processes, than doctors and to your in concert with humans and those insights to start a conversation. intelligence for the last two days. So it goes back to what we and build out the care to all the legacy and also has the ability the model needs to find its way there and the clinicians who are involved What's the business impact? and skills to do it myself." So that the underlying infrastructure and the right tools and I really appreciate Due to the pandemic,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Ben CushingPERSON

0.99+

BenPERSON

0.99+

AmandaPERSON

0.99+

Paul GillinPERSON

0.99+

Dave VellantePERSON

0.99+

NIHORGANIZATION

0.99+

JoshiPERSON

0.99+

17 yearsQUANTITY

0.99+

Amanda PurnellPERSON

0.99+

US Department of Veteran AffairsORGANIZATION

0.99+

BostonLOCATION

0.99+

70-yearQUANTITY

0.99+

ArchesORGANIZATION

0.99+

firstQUANTITY

0.99+

Red Hat Summit 2022EVENT

0.99+

first 10 yearsQUANTITY

0.99+

each projectQUANTITY

0.99+

todayDATE

0.99+

bothQUANTITY

0.98+

VALOCATION

0.97+

eachQUANTITY

0.97+

PopePERSON

0.97+

tonightDATE

0.97+

one providerQUANTITY

0.97+

oneQUANTITY

0.96+

Red HatORGANIZATION

0.96+

decadesQUANTITY

0.95+

one wayQUANTITY

0.95+

ArchesLOCATION

0.95+

OneQUANTITY

0.95+

theCUBEORGANIZATION

0.93+

Dr.PERSON

0.9+

ArchesTITLE

0.88+

SeaportLOCATION

0.88+

pandemicEVENT

0.88+

BruinsORGANIZATION

0.86+

CelticsORGANIZATION

0.86+

day twoQUANTITY

0.81+

this morningDATE

0.81+

one technologyQUANTITY

0.8+

couple monthsQUANTITY

0.8+

one cloud providerQUANTITY

0.76+

last two daysDATE

0.74+

one partQUANTITY

0.69+

federalORGANIZATION

0.5+

hundredsDATE

0.5+

interviewsQUANTITY

0.49+

African AmericansOTHER

0.47+

Guido Greber & Raj Wickramasinghe | Red Hat Summit 2022


 

>>Mm. Welcome back to the seaports in Boston City is abuzz. Bruins tonight, Celtics Tomorrow night. We're all excited. We're talking open source, which is a very exciting topic. Every company is using open source. I mean, it is the mainspring of innovation. I'm Dave along with my co host, Paul Dillon. And you're watching the cubes. Coverage of Red Hat. Summer 2022. Raj Raj Masinga is here. He's hybrid and emerging Platforms lead at Accenture and Ghetto Greber. Who's red hats? Business group lead eccentric. Gentlemen, welcome to the Cube. Thanks for coming >>on. Thank you. >>Thank you, Raj. We saw in the keynote up there today with Stephanie. She's coming on tomorrow. Rockstar Stephanie. Cheers. Also a Boston sports fan, and I have to work at it, but you can talk about the history with red hat. How long have you guys been at this? And give us a journey update. >>Well, first of all, thanks for having us here. Um, yes, we are big fans of Red Hat and especially Stephanie. I get to I had the pleasure of working with a very closely, um, our relationship with Red Hat goes many, many years, decades I think. And but Paul, come here will tell you that. You know, we've been focused a lot with the formation of our new business unit in Cloud. First around, migrating to the public cloud. But now, as we focus more and more around how our clients begin to operate in the public cloud in the cloud ecosystem hybrid is coming much more into focus. And Red Hat is very much a key client of a key partner of us. So we go way back. But this is all about us doubling down and increasing our partnership and deepening it with them. >>So, uh, you talked today about hybrid Cloud is everything. And it seems like a couple of years ago there was focuses more on moving to the public cloud and getting off of private infrastructure. Has there been a change in the ways in which customers are thinking, are they gonna be hanging onto their private infrastructure longer, perhaps, than was expected a couple of years ago? >>I think the first of all, it's a very different industry by industry. If you look at retail or consumer goods, I think there's a big movement in terms of percentages of workloads that are getting moved onto public cloud. If you look at industries like banking or utilities or government, more regular financial services, more regulated industries. I think we are finding a much larger percentage of their workloads because of regulatory reasons and security reasons, etcetera. Our need to remain either on premise or in private cloud. So I think it very much depends on the industry. But regardless the hype, you know, especially with the movement to edge now hybrid is going to be, you know, permeating everything. So I think by industry depends. But but the edges driving a whole new flywheel. >>You know, we started the Cuban 2010, so the cloud was, you know, modern cloud. Anyway, it was like, say, four years in into it and at the time, to your point Raj Financial Services, there was an evil word. No way we're ever going to the cloud. No, that's changed, obviously. But then, when the financial crisis hit, >>you >>had so initially it was a lot of tyre kicking experimentation. When the financial crisis hit, you had a lot of CFO saying, Okay, let's shift Capex to Apex and so that was sort of a bridge. And then after we came out, it was like this spate of innovation. And then we saw that during the pandemic, where cloud migration was a high priority and or it was the lifeline. And now it sounds like customers are kind of rethinking to your earlier conversation. What is cloud? It's that operating model. So I wonder if you could sort of Can you confirm that's kind of the journey that customers are taking? Where are they today? What does it mean? There? You know the the operating model. What do they consider cloud? >>Um, you actually, you see it? It's like it's really try forward to the cloud. Uh, but where it was in the beginning, If it doesn't hype about Public Cloud, they become more and more aware that it's hybrid because they have to bring the legacy system and process into the cloud as well. And it takes more time that actually they have fought before. So it's like there was a process of learning and also like in the steps moving forward to the operating model because they also understand I cannot operate a cloud like I was operating in the classical way like my old data centre and everything. It needs all the capabilities it needs, all the skills and especially if you go in a hybrid world. And it's a hybrid operation between the classic traditional but also the new ways of how you operate into a cloud. And you really see also the financial services. Now, uh, we had, uh I mean watch presented at keynote. We had a client in Germany. He made a decision, a very traditional financial services clients providing the service to chairman saving banks. And they did this decision and I would say, if you have spoken to them 10 years ago, they will not go into the cloud. But now they went to the cloud via private cloud, and now they got the confidence about how to operate in it. And now they move forward into a public cloud. But from a private cloud into the public cloud. Today, after security, they have up Skilling on skills and people and they understand the process and what's really required and needed in order to have such an environment. >>Generally, what's the strategy with regard to modernisation organisations? More building like an abstraction layer? Uh, with microservices and then connecting to the cloud. Or are they actually rewriting applications to make them cloud native? What are you What are you advising clients from a strategy standpoint, and I know it depends, but, you know, it's >>a It's a great question. I think the genesis to that strategy is how they view infrastructure, Right? So you know, everyone is, has this kind of, I don't know that this is almost mythical opinion out there with cloud. You don't need to worry about your infrastructure. All the providers will worry about it, and you just need to move it there. But the opposite is true. It's really critical what your infrastructure strategy is as you move to the cloud, because depending on what workload you have, you know it can be on any one of the continuum that you described. So the first thing is, where do you want to house your workload? Is the question and that will drive. How what do you want to do with your application? Whether you want to just maintain it the way it is, Do you want to simply modernise it, keeping where it is, or do you want to completely risk in it or even eliminated. So so I think the entire basically the answer to your question around. Do we? What do we do with the application? Is fundamentally driven by what is your infrastructure strategy and what that workload needs to do for you. >>So I know you want to jump in, but I got to follow up. You're saying hardware matters because we heard Paul Corvino today talking about this hardware renaissance. I'm actually I just ran a power panel called. Does hardware still matter? You're saying it matters? >>Yeah. And and it doesn't. And infrastructure doesn't always. I mean, now that you can do infrastructure as code, right? I mean, I was at the Del summit last time and read That is a huge partner of Dell now, right? Which, you know, uh, was much more, uh, partnered with VM ware. But I think the whole ecosystem is opening up, and even the hardware providers are looking at this in a much more nimble way. But yes, it's very much part of the conversation. They haven't gone away. >>During your keynote. You outlined sort of your strategy. Going forward is called cloud first. Yes. What does cloud first mean? >>Well, um, we we want to make sure that when we talk about transformation of business with our clients, So extension always goes with the idea of an industry lens of solving a specific problem for a client. What is the business problem we solve? And increasingly, what we want to message and drive to our clients is if you're thinking about, regardless of what the business is technologies absolutely critical to whatever transformation you're doing and when. When you look at technology, you have to think cloud first because that's where all the innovation is happening. That's where all the, um um, investments are being driven. Whether it's an I mean, it's a software vendor, but it's a hardware vendor with its uh, so you have to think cloud first when you think about transforming your business. >>Uh, what is How does modernisation play into that? You know, a lot of vendors are throwing a lot of resources that the modernisation market VM ware, Tanzania and IBM and such, uh, how interesting our customers really a Modernising legacy applications >>hugely right, because fundamentally, I think everything is now driven by our experiences. What we now are used to in terms of, uh, interfacing with applications are interfacing with function sets or interfacing with technology. So there is a lot of inherent, um, legacy technology that doesn't have that experience. So when you think about transforming, you have to come at it from an experience point of view. And when you think in those terms modernisation or even rebuilding the same, even if it's the same function set, uh, re skinning it and modernisation is critical for the purposes of engagement. >>What's the number one challenge that customers that you're working with face in terms of modernisation? Is it trying to figure out like Rogers sort of laying out the portfolio? What do I do with it? Do I modernise it? Do I retire it? Do I let it just die on the vine? What's their number one challenge? >>Uh, mainly it depends also on the industry, but it's, uh, I would say, for the highly regulated, certainly regulations. They always have an own interpretation of the regulations. Regulation means for them, but normally it's not really what they understand. But I think this is more and more coming to Annie's and more people understand what it really means, but it's also what we see a lot. They think first about technology, but not what kind of business problem they want, Uh, and they want to solve. So it's like, instead of having a technology neutral discussion is really do want to achieve, um, to have really start on this side and then having this discussion away, which, obviously it's one of the key, even because they start to the cloud even without having a strategy without having a vision. If you have a clear vision, if you have a clear strategy, you know where you want to go, and then you can make your business case. You can make you architecture and then you decide on technology. And then, of course, on this journey, all the things about security compliance coming to the plane, Yeah, and I think I think that's the easiest approach. But clients struggle to understand. Of course, I mean, the technology is changing rapidly. Even new products and release cycle new life cycles, the complexity of all the tools hardware we mentioned before network is changing new working coming up. It's really hard to keep pace or keep up with the base of the technology and what's happening even for us. And then you understand the complexity and bring this complexity back to simplicity, but not without losing. We have this also keynote the efficiency and, uh, flexibility for an engineer, because that's what he needs >>to your clients. Have the skill sets to do all that such a self serving question to you guys. But but no, do they? I mean, there's a skills shortage. There's a a battle for talent. So how are they >>dealing? I mean, it's obvious the battle for talent is here. I mean, everybody is looking for the best talent, and if we need, if you need a full stack. Engineer, for example, is very hard to get a full stack engineer on your ground. You call really cloud native. So you have to up skill people to re skilled people. There's also a change coming into it and the changes not to forget. So it's what we say most time. The technology is an easy part, but the change change the organisation, change up skilled organisation. That's the hard part because you need to change from from one mindset to another, and we know from the from the past. What change? People are not open to change in general, so we need to change the mindset. >>I wanna go back to Hybrid Cloud because we have Dani from Red Hat was on earlier and he said, Edges really redefining the definition of hybrid cloud. It's it's more complex architecture, and it's changing the nature of how we think about hybrid Cloud. Are you seeing that with your customers? Are they changing their thinking about what hybrid means in that context? >>Yeah, completely. You know, I was I was We did a bunch of, uh, research recently, and I had I just wanted to make sure I called this. I mean, there's a flexible report that came out that says 80% of all enterprises now are on hybrid 89% multi cloud redheaded. A report that said 80% of our businesses are expected to, um, uh, increase their use of open source. Right, So So, yes, hybrid is everywhere. Edge is driving it, but there's a There's another critical element to that movement. The complexity of our clients. Estates are increasing because whether it's hybrid or whether it's edge or whatever, they are now. You know, given if you're a C i or a C T o. Your estate is really complex now. So one of the things that we now need to do is how do we simplify that? So, you know, we think and we've been talking with red hat about this. We need to come up with a clean, you know, we keep calling it, you know, single pane of glass for a enterprise that allows them to look at their estate in a way that allows them to then simply make some innovative decisions across the entire state. So, yes, edges driving hybrid. But the key thing that we now need to overcome is how do we manage that complexity? >>We have new term. Uh, I call it Super Cloud, but the session is a better word. Medic cloud. That's gonna what I think of that century. I think of deep industry expertise. Of course, we have that, but with the partnership from redhead, it's a very it's horizontal in the sense that it can go anywhere. So how do you guys work in in terms of within Accenture plugging into your deep industry expertise? And how does that horizontal redhead >>fit. That's a really good question. So, you know, one of the things, you know. First of all, we came out with a announcement today about our expanded relationship with Red Hat. One of the key elements in that announcement is how we are looking and bringing in red Hat into our industry business motions. So we actually have decided to pick a certain number of industries. You know, financial services is one. Telco is another. We are thinking about utilities in Europe. Public health is a is another one that we are looking at. And as we come up with our offerings, you heard me and Stephanie talk about joint offerings earlier on the keynote. Um, these offerings are industry offerings, but in those offerings we have embedded and we are, they're powered by redhead technology. Um, that allows these industry solutions to drive innovation through their technology. Um, yes. Red hat can be, for the most part, a horizontal cross industry, you know, technology. But you have to really bring them into specific industrial solutions because of the way we go to market. And I think Red hat brings innovation, uh, in a way that these industries haven't seen before. >>So I mean, how do you stay out of their way? Because they have a services operation that they're trying to grow. And that's your business as well. So where the lines of demarcation >>back to your question? I I don't I don't think there is a limiting opportunity. Read? Had, you know Stephanie Me, Paul, we're all talking about How do we collectively increase both our armies? You know, I I Yes, there might be occasional overlaps in the trenches, but when you look at the bigger picture, it is not a problem at all. >>I wouldn't think so. I mean, the way you're describing Rogers exactly the way it should work. You lead with the business, figure out the business problem, how you're gonna solve that. The technology will take care of itself. Technologies come and they go. And you want to use modern technologies, obviously. But if you don't get the business piece right, forget no technology is gonna save you >>exactly, right. And and the complexities of what the businesses today are facing is getting more and more difficult. And I think actually, technologies like red hat, you know, they're the whole concept of open source, I think is very creative around driving innovations from the market. I >>want to ask you that because Paul Kermie is you know, the storey was sort of an homage to open source. How much do customers really care about open source >>customers care about innovation and and anything that drives innovation to their business, whether it's whether it comes from technology, whether it comes from crowdsourcing, whether it comes from, you know, uh, marketing doesn't matter. I think when you look at the key hunger for innovation and how open source drives innovation, it becomes part of the business conversation. And, uh and I think that's been one of the mantras that Paul has had from day one about how this is such a great platform for innovation. And I think that's >>something customers asked for. They say we must develop this using open source platforms and tool sets. >>Um, it depends. I think I think there are some technology CEO s R c T O s that are much more religious about what? Their technologies that needs to be there are others that are that are much more business oriented. Um, so yes, there are. You know, if it's more in telecom field, I think telecom or some of the more, uh, technology driven fields, they will ask for open source. In others, they we bring, bring it through as part of offering. >>Here's the nuance that I see and you mentioned Paul Cormier. Accenture, especially. I mean, you look at your ascendancy as a company, you for years would take known processes and codify them in software. And you made, you know, a lot of great innovations doing that. And people who made a lot of >>money >>today, this new normal, he calls it. I call it the new abnormal. You don't know what's around the corner. You have to build flexibility into your business, and that is something that open source enables. Uh, so that's sort of this, Really Not really. We don't want to speak about it too much. Business resiliency and flexibility is that that is the new normal. I don't see how you can do it without without open sources expertise. >>I completely agree that I and I think, um, it's actually an asset. So you know, in some ways, selfishly, by having open source in a solution stack some of the innovation gets them much more democratised, right? So? So it can come from a much broader sweet. So the load is not only an extension to come up with all the innovation we can, we can actually come up with a more democratised way of bringing that innovation in. So I think that's that's >>great. And it doesn't always go back to the community. I mean, Amazon built a $70 billion business on open source, but not all right, guys. Thanks so much for coming. Thank you very much for having a pleasure. All right, keep it right there. This is Dave Volonte for Paul Dillon. The Cubes. Continuous coverage of Red Hat Summit 2022 from the seaport in Boston. We'll be right back. >>Mm mm.

Published Date : May 10 2022

SUMMARY :

I mean, it is the mainspring of innovation. and I have to work at it, but you can talk about the history with red hat. And but Paul, come here will tell you that. So, uh, you talked today about hybrid Cloud is everything. But regardless the hype, you know, especially with the movement to edge You know, we started the Cuban 2010, so the cloud was, you know, When the financial crisis hit, you had a lot of CFO saying, It needs all the capabilities it needs, all the skills and especially if you go in a hybrid What are you What are you advising clients from a strategy on any one of the continuum that you described. So I know you want to jump in, but I got to follow up. I mean, now that you can do infrastructure as code, You outlined sort of your strategy. so you have to think cloud first when you think about transforming your So when you think about transforming, you have to come at it from an experience point But I think this is more and more coming to Annie's and more people understand what it really means, to you guys. and if we need, if you need a full stack. and it's changing the nature of how we think about hybrid Cloud. We need to come up with a clean, you know, we keep calling it, So how do you guys work in in terms of within Accenture plugging because of the way we go to market. So I mean, how do you stay out of their way? there might be occasional overlaps in the trenches, but when you look at the bigger I mean, the way you're describing Rogers exactly the way it should work. And and the complexities of what the businesses today are facing is getting want to ask you that because Paul Kermie is you know, the storey was sort of an homage to open source. I think when you look at the key hunger for innovation and They say we must develop this using open source platforms and tool sets. I think I think there are some technology CEO s I mean, you look at your ascendancy as a company, you for years would take known processes I don't see how you can do it without without open sources expertise. So you know, in some ways, selfishly, by having open source in a And it doesn't always go back to the community.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
PaulPERSON

0.99+

StephaniePERSON

0.99+

Paul DillonPERSON

0.99+

AmazonORGANIZATION

0.99+

TelcoORGANIZATION

0.99+

EuropeLOCATION

0.99+

GermanyLOCATION

0.99+

DellORGANIZATION

0.99+

Dave VolontePERSON

0.99+

IBMORGANIZATION

0.99+

Paul CormierPERSON

0.99+

Raj WickramasinghePERSON

0.99+

Boston CityLOCATION

0.99+

80%QUANTITY

0.99+

RajPERSON

0.99+

Paul KermiePERSON

0.99+

Raj Financial ServicesORGANIZATION

0.99+

Tomorrow nightDATE

0.99+

Paul CorvinoPERSON

0.99+

RogersPERSON

0.99+

$70 billionQUANTITY

0.99+

Guido GreberPERSON

0.99+

AccentureORGANIZATION

0.99+

Raj Raj MasingaPERSON

0.99+

tomorrowDATE

0.99+

Red HatORGANIZATION

0.99+

oneQUANTITY

0.99+

OneQUANTITY

0.99+

DavePERSON

0.99+

redheadORGANIZATION

0.99+

todayDATE

0.99+

Summer 2022DATE

0.99+

TodayDATE

0.99+

bothQUANTITY

0.99+

FirstQUANTITY

0.98+

BostonLOCATION

0.98+

CapexORGANIZATION

0.98+

Red Hat Summit 2022EVENT

0.98+

ApexORGANIZATION

0.98+

89%QUANTITY

0.98+

10 years agoDATE

0.98+

firstQUANTITY

0.96+

four yearsQUANTITY

0.94+

pandemicEVENT

0.93+

DaniPERSON

0.93+

red HatORGANIZATION

0.92+

day oneQUANTITY

0.91+

CelticsORGANIZATION

0.91+

AnniePERSON

0.91+

red hatORGANIZATION

0.9+

RockstarORGANIZATION

0.9+

single paneQUANTITY

0.89+

tonightDATE

0.88+

Ghetto GreberORGANIZATION

0.87+

EdgeORGANIZATION

0.86+

first thingQUANTITY

0.86+

Stephanie MePERSON

0.85+

couple of years agoDATE

0.84+

2010DATE

0.83+

a couple of years agoDATE

0.79+

Del summitEVENT

0.77+

one ofQUANTITY

0.71+

hatORGANIZATION

0.69+

Super CloudORGANIZATION

0.69+

Medic cloudORGANIZATION

0.62+

The CubesORGANIZATION

0.58+

CubanORGANIZATION

0.55+

Paul Cormier, Red Hat | Red Hat Summit 2022


 

>>To the Seaport in Boston, Massachusetts, everybody's buzzing. The Bruins are playing tonight. They tied it up. The Celtics tied it up last night. We're excited. We don't talk about the red Sox. Red Sox are getting struggles, but you know, we have good distractions. Paul goer is here. He's the president and chief executive officer at red hat and also a Boston fan of great to see, of course, you too. >>Nice to see you guys, you know, it's been a, it's been a while. >><laugh> yeah, we saw you, you know, online and virtually for a couple of years there, but, uh, you know, we've been doing red hat summit for a long, long time. Yeah, of course we were talking earlier. It's just much more intimate, kind of a VIP event, a few more suit jackets here. You know, I got my tie on, so I don't get too much grief. I usually get grief when I wear a tie of red hat summit, but it's a different format this year. Compressed keynotes. Your keynote was great. The new normal, sometimes we call it the new abnormal <laugh>, uh, but you know, how do you feel? >>I, I, I, I feel great. First of all, you know, combination today, virtual audience in, in house audience here today. I think we're gonna see a lot of that in the future. I mean, we designed the event around that and I, I think it, I think it played pretty well. Kudos, kudos to our team. You're right. It's, it's, it's a bit more intimate even the way it was set up, but those are the conversations we like having with our customers and our partners, much more partner centric, uh, as well right now, as well. >>You know, we were talking about, you know, hybrid cloud. It was kind of, you know, it was a good marketing term. And, but now it's, it's, it's become the real thing. I've said many times the, the definition of cloud is changing. It's expanding it's no, the cloud is no longer this remote set of services, you know, somewhere up in the cloud, it's on prem connecting to a cloud across clouds, out to the edge and you need capabilities that work everywhere. And that's what red hat did. The market's just swimming toward you. >>Yeah. I mean, you look at it, you know, I was, uh, you know, if you look at it, you know, the clouds are powerful unto themselves, right? The clouds are powerful unto themselves. They're all different. Right? And that that's, I mean, hardware vendors were, were similar, but different, same thing. You need that connective tissue across, across the whole thing. I mean, as I said, in my keynote today, I remember talking to some of our CIOs and customers 10 years ago and they said, we're going 90% of our apps tomorrow to one cloud. And we knew that wasn't practical because of course the clouds are built from Linux. So we knew it was underneath the hood and, and what's happened. It's taken some time, but as they started to get into that, they started to see, well, maybe one cloud's more suited for one application than the other, these apps. You may have to keep on premise, but you know, what really exploded at the, the, the hybrid thing, the edge. Now they're putting things at the edge, the GM announcement tell you, I know you're gonna talk to Francis. Yeah, yeah. Later. I mean, that's, that's a mini data center in, in every cloud, but that's still under the purview of the CIO, you know? So, so, so that's what hybrid's all about is tying all those pieces together, cuz it got more powerful, but it also more complex. >>You mentioned being the connective tissue, but we don't hear as much talk about multi-cloud seems to me, as we used to this conference has been all about hybrid cloud. You don't really talk about multi-cloud. How important is that to the red hat strategy, being that consistent layer? >>It's probably my mistake or our mistake because multi's more prevalent and more important than just hybrid alone. I mean, hybrid hybrid started from on-premise to one part to any one particular cloud. That was the, the first thought of hybrid. But as I said, as, as, as um, some of the cloud providers became so big, um, every, every CIO I talked to, whether they know whether they know it or not most do are in a multi environment for a whole bunch of reasons, right. You know, one cloud provider might be better in a different part of the world. And another one cloud provider might have a better service than another. Some just don't like to be stuck to one it's it's really hybrid multi. We should, we should train ourselves to every time we say hybrid, say multi, because that's really, that's really what it is. It, I think that happened overnight with, with Microsoft, you know, with Microsoft they've, they've, they've really grown over the last few years, so has Amazon for that matter. But Microsoft really coming up is what really made it a, a high, a multi world. >>Microsoft's remarkable what, what they're doing. But I, I, I have a different thinking on this. I, I heard Chuck Whitten last week at, at the Dell conference he used, he said used the phrase a multicloud, uh, by default versus multi-cloud by design. And I thought that was pretty interesting because I've said that multi-cloud is largely multi-vendor, you know? And so hybrid has implications, right? We, we bring and a shesh came up with a new term today. Metacloud I use Supercloud I like Metacloud better because something's happening, Paul. It feels like there's this layer abstraction layer that the underlying complexity is hidden. Think about OpenShift. Yeah. I could buy, I could get OpenShift for free. Yeah. I mean, I could, and I could cobble together and stitch together at 13, 15 dozens of different services and replicate, but I don't, I don't want that complexity. I want you to hide that complexity. I want, I'd rather spend money on your R and D than my engineering. So something's changing. It feels like >>You buy that. I totally buy that. I mean, you know, I, I, I'm gonna try to not make this sound like a marketing thing because it's not, not fair enough. Right. I mean, I'm engineer at heart, you know that, so, >>Okay. >>I really look to what we're trying to do is we're building a hybrid multi cloud. I mean that we, I look at us as a cloud provider spanning the hybrid multi all the way out to the edge world, but we don't have the data centers in the back. Like the cloud providers do in and by that is you're seeing our products being consumed more like cloud services because that's what our customers are demanding. Our, our products now can be bought out of the various marketplaces, et cetera. You're seeing different business models from us. So, uh, you're seeing, uh, committed spend, for example, like the cloud providers where a customer will buy so much up front and sort of just work it down. You're seeing different models on how they're consumed, consumption, based pricing. These, these are all things that came from the cloud providers and customers buying like that. >>They now want that across their entire environment. They don't wanna buy differently on premise or in one cloud and they don't wanna develop differently. They don't wanna operate differently. They don't wanna have to secure it differently. Security's the biggest thing with, with our, with our customers, because hybrid's powerful, but you no longer have the, you know, your security per perimeter, no longer the walls of your data center. You know, you're, you're responsible as a CIO. You're responsible for every app. Yeah. No matter where it's running, if that's the break in point, you're responsible for that. So that's why we've done things like, you know, we cried stack rocks. We've, we've built it into the container Kubernetes platform that spans those various footprints because you no longer can just do perimeter security because the perimeter is, is very, very, very large right now >>Diffuse. One of the thing on the multi-cloud hyper skills, I, I, red hat's never been defensive about public cloud. You, I think you look at the a hundred billion dollars a year in CapEx spend that's a gift to the industry. Not only the entire it industry, but, but the financial services companies and healthcare companies, they can build their own hybrid clouds. Metacloud super clouds taking advantage of that, but they still need that connective tissue. And that's where >>We products come in. We welcome our customers to go to, to the public cloud. Um, uh, look, it's it's. I said a long time ago, we said a long time it was gonna be a hybrid. Well, I should have said multi anybody said hybrid, then it's gonna be a hybrid world. It is. And it doesn't matter if it's a 20, 80, 80, 20, 40, 60, 60, 40. It's not gonna be a hundred percent anywhere. Yeah. And, and so in that, in that definition, it's a hybrid multi world. >>I wanna change the tune a little bit because I've been covering IBM for 40 years and seen a lot of acquisitions and see how they work. And usually it follows the same path. There's a commitment to leaving the acquire company alone. And then over time that fades, the company just becomes absorbed. Same thing with red hat. It seems like they're very much committed to, to, to leaving you alone. At least they said that upon the acquisition, have they followed through on that promise? >>I have to tell you IBM has followed through on every commitment they've made, made to us. I mean, I, I owe it, I owe a lot of it to Arvin. Um, he was the architect of the deal, right. Um, we've known each other for a long time. Um, he's a great guy. Um, he, uh, he, he believes in it. It's not, he's not just doing it that way because he thinks, um, something bad will happen if he doesn't, he's doing it that way. Cuz he believes in that our ecosystem is what made us. I mean, I mean, even here it's about the partners in the ecosystem. If you look at what made REL people think what made red hat as a company was support, right. Support's really important. Small piece of the value proposition life cycle supports certainly their life cycle a 10 year life cycle just came out of a, a, a customer conference asking about the life cycle and could we extend it to 15 years? You know? Um, the ecosystem is probably the most important part of, of, of, of the, of the overall value proposition. And Arvin knows in IBM knows that, you know, we have to be neutral to be able to do everything the same for all of our ecosystem partners. Some that are IBM's competitors, even. So, >>So we were noticing this morning, I mean, aside from a brief mention of power PC and the IBM logo during, at one point, there was no mention of IBM during the keynote sessions this morning. Is that intentional? Or is that just >>No, no, it it's, it's not intentional. I mean, I think that's part of, we have our strategy to drive and we're, we're driving our, our strategy. We, we, we IBM great partner. We look at them as a partner just as we do our, our many other partners and we won't, you know, we wouldn't, we wouldn't do something with our products, um, for I with IBM that we wouldn't offer to our, our entire ecosystem. >>But there is a difference now, right? I don't know these numbers. Exactly. You would know though, but, but pre 2019 acquisition red hat was just, I think north of 3 billion in revenue growing at maybe 12% a year. Something like that, AR I mean, we hear on the earnings calls, 21% growth. I think he's publicly said you're north of 5 billion or now I don't know how much of that consulting gets thrown in. IBM likes to, you know, IBM math, but still it's a much bigger business. And, and I wonder if you could share with us, obviously you can't dig into the numbers, but have you hired more people? I would imagine. I mean, sure. Like what's been different from that standpoint in terms of the accelerant to your >>Business. Yeah. We've been on the same hiring cycle percentage wise as, as we, we always were. I mean, I think the best way to characterize the relationship and where they've helped is, um, Arvin, Arvin will say, IBM can be opinionated on red hat, but not the other way around <laugh>. So, so what that, what that means is they had a lot of, they had, they had a container based Linux platform. Yeah, right, right. They, they had all their, they were their way of moving to the cloud was that when we came in, they actually stopped that. And they standardized on OpenShift across all of their products. We're now the vehicle that brings the blue software products to the hybrid cloud. We are that vehicle that does it. So I think that's, that's how, that's how they, they look about it. I mean, I know, I mean in IBM consulting, I know, I know they have a great relationship with Microsoft of course. >>Right. And so, so that's, that's how to really look at it. They they're opinionated on us where we not the other way around, but that, but they're a great partner. And even if we're at two separate companies, we'd do be doing all the same things we're doing with them. Now, what they do do for us can do for us is they open a lot of doors in many cases. I mean, IBM's been around for over a hundred years. So in many cases, they're in, in, in the C-suite, we, we may be in the C suite, but we may be one layer down, one, two layers down or something. They, they can, they help us get access. And I think that's been a, a part of the growth as well as is them talking into their, into, into their >>Constituents. Their consulting's one of the FA if not the fastest growing part of their business. So that's kind of the tip of the spear for application modernization, but enough on IBM you said something in your keynote. That was really interesting to me. You said, you, you, you didn't use the word hardware Renaissance, but that my interpretation was you're expecting the next, you know, several years to be a hardware Renaissance. We, we certainly have done relationships with arm. You mentioned Nvidia and Intel. Of course, you've had relationships with Intel for a long time. And we're seeing just the spate of new hardware developments, you know, does hardware matter? I'll ask you, >>Oh, oh, I mean the edge, as I said, you're gonna see hardware innovation out in the edge, software innovation as well. You know, the interesting part about the edge is that, you know, obviously remade red hat. What we did with REL was we did a lot of engineering work to make every hardware architecture when, when it was, when, when the world was just standalone servers, we made every hardware architecture just work out of the box. Right? And we did that in such, because with an open source development model. So embedded in our psyche, in our development processes is working upstream, bringing it downstream 10 years, support all of that kind of thing. So we lit up all that hardware. Now we go out to the edge, it's a whole new, different set of hardware innovation out at the edge. We know how to do that. >>We know how to, we know how to make hardware, innovation safe for the customer. And so we're bringing full circle and you have containers embedded in, in Linux and REL right now as well. So we're actually with the edge, bringing it all full circle back to what we've been doing for 20 plus years. Um, on, on the hardware side, even as a big part of the world, goes to containers and hybrid in, in multi-cloud. So that's why we're so excited about, about, about the edge, you know, opportunity here. That's, that's a big part of where hybrid's going. >>And when you guys talk about edge, I mean, I, I know a lot of companies will talk about edge in the context of your retail location. Okay. That's fine. That's cool. That's edge or telco that that's edge. But when you talk about, um, an in vehicle operating system, right. You know, that's to me the far edge, and that's where it gets really interesting, massive volumes, different architectures, both hardware and software. And a lot of the data may stay. Maybe it doesn't even get persisted. May maybe some comes back to the club, but that's a new >>Ballgame. Well, think about it, right? I mean, you, if you listen, I think you, right. My talk this morning, how many changes are made in the Linux kernel? Right? You're running in a car now, right? From a safety perspective. You wanna update that? I mean, look, Francis talked about it. You'll talk to Francis later as well. I mean, you know, how many, how many in, in your iPhone world Francis talked about this this morning, you know, they can, they can bring you a whole new world with software updates, the same in the car, but you have to do it in such a way that you still stay with the safety protocols. You're able to back things out, things like that. So it's open source, but getting raw upstream, open source and managing itself yourself, I just, I'm sorry. It takes a lot of experience to be able to be able to do those kinds of things. So it's secure, that's insecure. And that's what that's, what's exciting about it. You look at E the telco world look where the telco world came from in the telco world. It was a hardware stack from the hardware firmware operating system, every service, whether it was 9 1, 1 or 4, 1, 1 was its own stack. Yep. In the 4g, 3g, >>4g >>Virtualized. Now, now it's all software. Yeah. Now it's all software all the way out to the cell tower. So now, so, so now you see vendors out there, right? As an application, as a container based application, running out, running in the base of a cell tower, >>Cell tower is gonna be a little mini data >>Center. Yeah, exactly. Because we're in our time here asking quickly, because you've been at red hat a long time. You, you, you, uh, architected a lot of the reason they're successful is, is your responsibility. A lot of companies have tried to duplicate the red hat model, the, the service and support model. Nobody has succeeded. Do you think anybody ever will or will red hat continue to be a unicorn in that respect? >>No, I, I, I think, I think it will. I think open source is making it into all different parts of technology. Now I have to tell you the, the reason why we were able to do it is we stayed. We stayed true to our roots. We made a decision a long time ago that we weren't gonna put a line, say everything below the line was open and above the line was closed. Sometimes it's hard sometimes to get a differentiation with the competition, it can be hard, but we've stayed true to that. And I, to this day, I think that's the thing that's made us is never a confusion on if it's open or not. So that forces us to build our business models around that as well. But >>Do you have a differentiated strategy? Talk about that. What's your what's your differentiation >>Are, are, well, I mean, with the cloud, a differentiation is that common cloud platform across I differentiate strategy from an open source perspective is to, to sort make open source consumable. And, and it's even more important now because as Linux Linux is the base of everything, there's not enough skills out there. So even, even a container platform like open source op like OpenShift, could you build your own? Certainly. Could you keep it updated? Could you keep it updated without breaking all the applications on top? Do you have an ecosystem around it? It's all of those things. It was, it was the support, the, the, the hardening the 10 year to predictability the ecosystem. That was, that was, that is the secret. I mean, we even put the secret out as open. >>Yeah, <laugh> right. Free, like a puppy, as they say. All right, Paul, thanks so much for coming back in the cubes. Great to see you face to face. Nice to see you guys get it. All right. Keep it right there. Dave Valante for Paul Gill, you're watching the cubes coverage of red hat summit, 2022 from Boston. Be right back.

Published Date : May 10 2022

SUMMARY :

getting struggles, but you know, we have good distractions. The new normal, sometimes we call it the new abnormal <laugh>, uh, but you know, how do you feel? First of all, you know, combination today, virtual audience in, You know, we were talking about, you know, hybrid cloud. You may have to keep on premise, but you know, You mentioned being the connective tissue, but we don't hear as much talk about multi-cloud seems to me, with Microsoft, you know, with Microsoft they've, they've, they've really grown I want you to hide that complexity. I mean, you know, I, I, I'm gonna try to not make this sound like I really look to what we're trying to do is we're building a hybrid multi cloud. you know, your security per perimeter, no longer the walls of your data center. You, I think you look at the a hundred billion dollars a year in CapEx I said a long time ago, to, to leaving you alone. I have to tell you IBM has followed through on every commitment they've made, made to us. So we were noticing this morning, I mean, aside from a brief mention of power PC and the IBM and we won't, you know, we wouldn't, we wouldn't do something with our products, um, IBM likes to, you know, IBM math, but still it's a brings the blue software products to the hybrid cloud. And I think that's been a, So that's kind of the tip of the spear You know, the interesting part about the edge is that, about the edge, you know, opportunity here. And a lot of the data may stay. I mean, you know, how many, So now, so, so now you see vendors out there, right? Do you think anybody ever will or will red hat continue to be a unicorn in Now I have to tell you the, the reason why we were able to do it is we stayed. Do you have a differentiated strategy? I mean, we even put the secret out as open. Great to see you face to face.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
IBMORGANIZATION

0.99+

Dave ValantePERSON

0.99+

Red SoxORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

ArvinPERSON

0.99+

NvidiaORGANIZATION

0.99+

red SoxORGANIZATION

0.99+

FrancisPERSON

0.99+

90%QUANTITY

0.99+

Paul GillPERSON

0.99+

PaulPERSON

0.99+

AmazonORGANIZATION

0.99+

15 yearsQUANTITY

0.99+

40 yearsQUANTITY

0.99+

10 yearQUANTITY

0.99+

Paul CormierPERSON

0.99+

firstQUANTITY

0.99+

last weekDATE

0.99+

Chuck WhittenPERSON

0.99+

BostonLOCATION

0.99+

20 plus yearsQUANTITY

0.99+

21%QUANTITY

0.99+

IntelORGANIZATION

0.99+

13QUANTITY

0.99+

LinuxTITLE

0.99+

Boston, MassachusettsLOCATION

0.99+

two separate companiesQUANTITY

0.99+

OpenShiftTITLE

0.99+

10 yearsQUANTITY

0.99+

two layersQUANTITY

0.99+

todayDATE

0.99+

one layerQUANTITY

0.98+

RELTITLE

0.98+

this yearDATE

0.98+

oneQUANTITY

0.98+

Paul goerPERSON

0.98+

CapExORGANIZATION

0.98+

Red HatORGANIZATION

0.98+

last nightDATE

0.98+

10 years agoDATE

0.98+

bothQUANTITY

0.98+

CelticsORGANIZATION

0.98+

one partQUANTITY

0.97+

20QUANTITY

0.97+

tomorrowDATE

0.97+

one applicationQUANTITY

0.96+

iPhoneCOMMERCIAL_ITEM

0.96+

telcoORGANIZATION

0.95+

12% a yearQUANTITY

0.95+

over a hundred yearsQUANTITY

0.94+

Linux kernelTITLE

0.93+

one cloudQUANTITY

0.93+

RELORGANIZATION

0.93+

hundred percentQUANTITY

0.93+

this morningDATE

0.91+

red hat summitEVENT

0.91+

tonightDATE

0.9+

4-video test


 

>>don't talk mhm, >>Okay, thing is my presentation on coherent nonlinear dynamics and combinatorial optimization. This is going to be a talk to introduce an approach we're taking to the analysis of the performance of coherent using machines. So let me start with a brief introduction to easing optimization. The easing model represents a set of interacting magnetic moments or spins the total energy given by the expression shown at the bottom left of this slide. Here, the signal variables are meditate binary values. The Matrix element J. I. J. Represents the interaction, strength and signed between any pair of spins. I. J and A Chive represents a possible local magnetic field acting on each thing. The easing ground state problem is to find an assignment of binary spin values that achieves the lowest possible value of total energy. And an instance of the easing problem is specified by giving numerical values for the Matrix J in Vector H. Although the easy model originates in physics, we understand the ground state problem to correspond to what would be called quadratic binary optimization in the field of operations research and in fact, in terms of computational complexity theory, it could be established that the easing ground state problem is np complete. Qualitatively speaking, this makes the easing problem a representative sort of hard optimization problem, for which it is expected that the runtime required by any computational algorithm to find exact solutions should, as anatomically scale exponentially with the number of spends and for worst case instances at each end. Of course, there's no reason to believe that the problem instances that actually arrives in practical optimization scenarios are going to be worst case instances. And it's also not generally the case in practical optimization scenarios that we demand absolute optimum solutions. Usually we're more interested in just getting the best solution we can within an affordable cost, where costs may be measured in terms of time, service fees and or energy required for a computation. This focuses great interest on so called heuristic algorithms for the easing problem in other NP complete problems which generally get very good but not guaranteed optimum solutions and run much faster than algorithms that are designed to find absolute Optima. To get some feeling for present day numbers, we can consider the famous traveling salesman problem for which extensive compilations of benchmarking data may be found online. A recent study found that the best known TSP solver required median run times across the Library of Problem instances That scaled is a very steep route exponential for end up to approximately 4500. This gives some indication of the change in runtime scaling for generic as opposed the worst case problem instances. Some of the instances considered in this study were taken from a public library of T SPS derived from real world Veil aside design data. This feels I TSP Library includes instances within ranging from 131 to 744,710 instances from this library with end between 6880 13,584 were first solved just a few years ago in 2017 requiring days of run time and a 48 core to King hurts cluster, while instances with and greater than or equal to 14,233 remain unsolved exactly by any means. Approximate solutions, however, have been found by heuristic methods for all instances in the VLS i TSP library with, for example, a solution within 0.14% of a no lower bound, having been discovered, for instance, with an equal 19,289 requiring approximately two days of run time on a single core of 2.4 gigahertz. Now, if we simple mindedly extrapolate the root exponential scaling from the study up to an equal 4500, we might expect that an exact solver would require something more like a year of run time on the 48 core cluster used for the N equals 13,580 for instance, which shows how much a very small concession on the quality of the solution makes it possible to tackle much larger instances with much lower cost. At the extreme end, the largest TSP ever solved exactly has an equal 85,900. This is an instance derived from 19 eighties VLSI design, and it's required 136 CPU. Years of computation normalized to a single cord, 2.4 gigahertz. But the 24 larger so called world TSP benchmark instance within equals 1,904,711 has been solved approximately within ophthalmology. Gap bounded below 0.474%. Coming back to the general. Practical concerns have applied optimization. We may note that a recent meta study analyzed the performance of no fewer than 37 heuristic algorithms for Max cut and quadratic pioneer optimization problems and found the performance sort and found that different heuristics work best for different problem instances selected from a large scale heterogeneous test bed with some evidence but cryptic structure in terms of what types of problem instances were best solved by any given heuristic. Indeed, their their reasons to believe that these results from Mexico and quadratic binary optimization reflected general principle of performance complementarity among heuristic optimization algorithms in the practice of solving heart optimization problems there. The cerise is a critical pre processing issue of trying to guess which of a number of available good heuristic algorithms should be chosen to tackle a given problem. Instance, assuming that any one of them would incur high costs to run on a large problem, instances incidence, making an astute choice of heuristic is a crucial part of maximizing overall performance. Unfortunately, we still have very little conceptual insight about what makes a specific problem instance, good or bad for any given heuristic optimization algorithm. This has certainly been pinpointed by researchers in the field is a circumstance that must be addressed. So adding this all up, we see that a critical frontier for cutting edge academic research involves both the development of novel heuristic algorithms that deliver better performance, with lower cost on classes of problem instances that are underserved by existing approaches, as well as fundamental research to provide deep conceptual insight into what makes a given problem in, since easy or hard for such algorithms. In fact, these days, as we talk about the end of Moore's law and speculate about a so called second quantum revolution, it's natural to talk not only about novel algorithms for conventional CPUs but also about highly customized special purpose hardware architectures on which we may run entirely unconventional algorithms for combinatorial optimization such as easing problem. So against that backdrop, I'd like to use my remaining time to introduce our work on analysis of coherent using machine architectures and associate ID optimization algorithms. These machines, in general, are a novel class of information processing architectures for solving combinatorial optimization problems by embedding them in the dynamics of analog, physical or cyber physical systems, in contrast to both MAWR traditional engineering approaches that build using machines using conventional electron ICS and more radical proposals that would require large scale quantum entanglement. The emerging paradigm of coherent easing machines leverages coherent nonlinear dynamics in photonic or Opto electronic platforms to enable near term construction of large scale prototypes that leverage post Simoes information dynamics, the general structure of of current CM systems has shown in the figure on the right. The role of the easing spins is played by a train of optical pulses circulating around a fiber optical storage ring. A beam splitter inserted in the ring is used to periodically sample the amplitude of every optical pulse, and the measurement results are continually read into a refugee A, which uses them to compute perturbations to be applied to each pulse by a synchronized optical injections. These perturbations, air engineered to implement the spin, spin coupling and local magnetic field terms of the easing Hamiltonian, corresponding to a linear part of the CME Dynamics, a synchronously pumped parametric amplifier denoted here as PPL and Wave Guide adds a crucial nonlinear component to the CIA and Dynamics as well. In the basic CM algorithm, the pump power starts very low and has gradually increased at low pump powers. The amplitude of the easing spin pulses behaviors continuous, complex variables. Who Israel parts which can be positive or negative, play the role of play the role of soft or perhaps mean field spins once the pump, our crosses the threshold for parametric self oscillation. In the optical fiber ring, however, the attitudes of the easing spin pulses become effectively Qantas ized into binary values while the pump power is being ramped up. The F P J subsystem continuously applies its measurement based feedback. Implementation of the using Hamiltonian terms, the interplay of the linear rised using dynamics implemented by the F P G A and the threshold conversation dynamics provided by the sink pumped Parametric amplifier result in the final state of the optical optical pulse amplitude at the end of the pump ramp that could be read as a binary strain, giving a proposed solution of the easing ground state problem. This method of solving easing problem seems quite different from a conventional algorithm that runs entirely on a digital computer as a crucial aspect of the computation is performed physically by the analog, continuous, coherent, nonlinear dynamics of the optical degrees of freedom. In our efforts to analyze CIA and performance, we have therefore turned to the tools of dynamical systems theory, namely, a study of modifications, the evolution of critical points and apologies of hetero clinic orbits and basins of attraction. We conjecture that such analysis can provide fundamental insight into what makes certain optimization instances hard or easy for coherent using machines and hope that our approach can lead to both improvements of the course, the AM algorithm and a pre processing rubric for rapidly assessing the CME suitability of new instances. Okay, to provide a bit of intuition about how this all works, it may help to consider the threshold dynamics of just one or two optical parametric oscillators in the CME architecture just described. We can think of each of the pulse time slots circulating around the fiber ring, as are presenting an independent Opio. We can think of a single Opio degree of freedom as a single, resonant optical node that experiences linear dissipation, do toe out coupling loss and gain in a pump. Nonlinear crystal has shown in the diagram on the upper left of this slide as the pump power is increased from zero. As in the CME algorithm, the non linear game is initially to low toe overcome linear dissipation, and the Opio field remains in a near vacuum state at a critical threshold. Value gain. Equal participation in the Popeo undergoes a sort of lazing transition, and the study states of the OPIO above this threshold are essentially coherent states. There are actually two possible values of the Opio career in amplitude and any given above threshold pump power which are equal in magnitude but opposite in phase when the OPI across the special diet basically chooses one of the two possible phases randomly, resulting in the generation of a single bit of information. If we consider to uncoupled, Opio has shown in the upper right diagram pumped it exactly the same power at all times. Then, as the pump power has increased through threshold, each Opio will independently choose the phase and thus to random bits are generated for any number of uncoupled. Oppose the threshold power per opio is unchanged from the single Opio case. Now, however, consider a scenario in which the two appeals air, coupled to each other by a mutual injection of their out coupled fields has shown in the diagram on the lower right. One can imagine that depending on the sign of the coupling parameter Alfa, when one Opio is lazing, it will inject a perturbation into the other that may interfere either constructively or destructively, with the feel that it is trying to generate by its own lazing process. As a result, when came easily showed that for Alfa positive, there's an effective ferro magnetic coupling between the two Opio fields and their collective oscillation threshold is lowered from that of the independent Opio case. But on Lee for the two collective oscillation modes in which the two Opio phases are the same for Alfa Negative, the collective oscillation threshold is lowered on Lee for the configurations in which the Opio phases air opposite. So then, looking at how Alfa is related to the J. I. J matrix of the easing spin coupling Hamiltonian, it follows that we could use this simplistic to a p o. C. I am to solve the ground state problem of a fair magnetic or anti ferro magnetic ankles to easing model simply by increasing the pump power from zero and observing what phase relation occurs as the two appeals first start delays. Clearly, we can imagine generalizing this story toe larger, and however the story doesn't stay is clean and simple for all larger problem instances. And to find a more complicated example, we only need to go to n equals four for some choices of J J for n equals, for the story remains simple. Like the n equals two case. The figure on the upper left of this slide shows the energy of various critical points for a non frustrated and equals, for instance, in which the first bifurcated critical point that is the one that I forget to the lowest pump value a. Uh, this first bifurcated critical point flows as symptomatically into the lowest energy easing solution and the figure on the upper right. However, the first bifurcated critical point flows to a very good but sub optimal minimum at large pump power. The global minimum is actually given by a distinct critical critical point that first appears at a higher pump power and is not automatically connected to the origin. The basic C am algorithm is thus not able to find this global minimum. Such non ideal behaviors needs to become more confident. Larger end for the n equals 20 instance, showing the lower plots where the lower right plot is just a zoom into a region of the lower left lot. It can be seen that the global minimum corresponds to a critical point that first appears out of pump parameter, a around 0.16 at some distance from the idiomatic trajectory of the origin. That's curious to note that in both of these small and examples, however, the critical point corresponding to the global minimum appears relatively close to the idiomatic projector of the origin as compared to the most of the other local minima that appear. We're currently working to characterize the face portrait topology between the global minimum in the antibiotic trajectory of the origin, taking clues as to how the basic C am algorithm could be generalized to search for non idiomatic trajectories that jump to the global minimum during the pump ramp. Of course, n equals 20 is still too small to be of interest for practical optimization applications. But the advantage of beginning with the study of small instances is that we're able reliably to determine their global minima and to see how they relate to the 80 about trajectory of the origin in the basic C am algorithm. In the smaller and limit, we can also analyze fully quantum mechanical models of Syrian dynamics. But that's a topic for future talks. Um, existing large scale prototypes are pushing into the range of in equals 10 to the 4 10 to 5 to six. So our ultimate objective in theoretical analysis really has to be to try to say something about CIA and dynamics and regime of much larger in our initial approach to characterizing CIA and behavior in the large in regime relies on the use of random matrix theory, and this connects to prior research on spin classes, SK models and the tap equations etcetera. At present, we're focusing on statistical characterization of the CIA ingredient descent landscape, including the evolution of critical points in their Eigen value spectra. As the pump power is gradually increased. We're investigating, for example, whether there could be some way to exploit differences in the relative stability of the global minimum versus other local minima. We're also working to understand the deleterious or potentially beneficial effects of non ideologies, such as a symmetry in the implemented these and couplings. Looking one step ahead, we plan to move next in the direction of considering more realistic classes of problem instances such as quadratic, binary optimization with constraints. Eso In closing, I should acknowledge people who did the hard work on these things that I've shown eso. My group, including graduate students Ed winning, Daniel Wennberg, Tatsuya Nagamoto and Atsushi Yamamura, have been working in close collaboration with Syria Ganguly, Marty Fair and Amir Safarini Nini, all of us within the Department of Applied Physics at Stanford University. On also in collaboration with the Oshima Moto over at NTT 55 research labs, Onda should acknowledge funding support from the NSF by the Coherent Easing Machines Expedition in computing, also from NTT five research labs, Army Research Office and Exxon Mobil. Uh, that's it. Thanks very much. >>Mhm e >>t research and the Oshie for putting together this program and also the opportunity to speak here. My name is Al Gore ism or Andy and I'm from Caltech, and today I'm going to tell you about the work that we have been doing on networks off optical parametric oscillators and how we have been using them for icing machines and how we're pushing them toward Cornum photonics to acknowledge my team at Caltech, which is now eight graduate students and five researcher and postdocs as well as collaborators from all over the world, including entity research and also the funding from different places, including entity. So this talk is primarily about networks of resonate er's, and these networks are everywhere from nature. For instance, the brain, which is a network of oscillators all the way to optics and photonics and some of the biggest examples or metal materials, which is an array of small resonate er's. And we're recently the field of technological photonics, which is trying thio implement a lot of the technological behaviors of models in the condensed matter, physics in photonics and if you want to extend it even further, some of the implementations off quantum computing are technically networks of quantum oscillators. So we started thinking about these things in the context of icing machines, which is based on the icing problem, which is based on the icing model, which is the simple summation over the spins and spins can be their upward down and the couplings is given by the JJ. And the icing problem is, if you know J I J. What is the spin configuration that gives you the ground state? And this problem is shown to be an MP high problem. So it's computational e important because it's a representative of the MP problems on NPR. Problems are important because first, their heart and standard computers if you use a brute force algorithm and they're everywhere on the application side. That's why there is this demand for making a machine that can target these problems, and hopefully it can provide some meaningful computational benefit compared to the standard digital computers. So I've been building these icing machines based on this building block, which is a degenerate optical parametric. Oscillator on what it is is resonator with non linearity in it, and we pump these resonate er's and we generate the signal at half the frequency of the pump. One vote on a pump splits into two identical photons of signal, and they have some very interesting phase of frequency locking behaviors. And if you look at the phase locking behavior, you realize that you can actually have two possible phase states as the escalation result of these Opio which are off by pie, and that's one of the important characteristics of them. So I want to emphasize a little more on that and I have this mechanical analogy which are basically two simple pendulum. But there are parametric oscillators because I'm going to modulate the parameter of them in this video, which is the length of the string on by that modulation, which is that will make a pump. I'm gonna make a muscular. That'll make a signal which is half the frequency of the pump. And I have two of them to show you that they can acquire these face states so they're still facing frequency lock to the pump. But it can also lead in either the zero pie face states on. The idea is to use this binary phase to represent the binary icing spin. So each opio is going to represent spin, which can be either is your pie or up or down. And to implement the network of these resonate er's, we use the time off blood scheme, and the idea is that we put impulses in the cavity. These pulses air separated by the repetition period that you put in or t r. And you can think about these pulses in one resonator, xaz and temporarily separated synthetic resonate Er's if you want a couple of these resonator is to each other, and now you can introduce these delays, each of which is a multiple of TR. If you look at the shortest delay it couples resonator wanted to 2 to 3 and so on. If you look at the second delay, which is two times a rotation period, the couple's 123 and so on. And if you have and minus one delay lines, then you can have any potential couplings among these synthetic resonate er's. And if I can introduce these modulators in those delay lines so that I can strength, I can control the strength and the phase of these couplings at the right time. Then I can have a program will all toe all connected network in this time off like scheme, and the whole physical size of the system scales linearly with the number of pulses. So the idea of opium based icing machine is didn't having these o pos, each of them can be either zero pie and I can arbitrarily connect them to each other. And then I start with programming this machine to a given icing problem by just setting the couplings and setting the controllers in each of those delight lines. So now I have a network which represents an icing problem. Then the icing problem maps to finding the face state that satisfy maximum number of coupling constraints. And the way it happens is that the icing Hamiltonian maps to the linear loss of the network. And if I start adding gain by just putting pump into the network, then the OPI ohs are expected to oscillate in the lowest, lowest lost state. And, uh and we have been doing these in the past, uh, six or seven years and I'm just going to quickly show you the transition, especially what happened in the first implementation, which was using a free space optical system and then the guided wave implementation in 2016 and the measurement feedback idea which led to increasing the size and doing actual computation with these machines. So I just want to make this distinction here that, um, the first implementation was an all optical interaction. We also had an unequal 16 implementation. And then we transition to this measurement feedback idea, which I'll tell you quickly what it iss on. There's still a lot of ongoing work, especially on the entity side, to make larger machines using the measurement feedback. But I'm gonna mostly focused on the all optical networks and how we're using all optical networks to go beyond simulation of icing Hamiltonian both in the linear and non linear side and also how we're working on miniaturization of these Opio networks. So the first experiment, which was the four opium machine, it was a free space implementation and this is the actual picture off the machine and we implemented a small and it calls for Mexico problem on the machine. So one problem for one experiment and we ran the machine 1000 times, we looked at the state and we always saw it oscillate in one of these, um, ground states of the icing laboratoria. So then the measurement feedback idea was to replace those couplings and the controller with the simulator. So we basically simulated all those coherent interactions on on FB g. A. And we replicated the coherent pulse with respect to all those measurements. And then we injected it back into the cavity and on the near to you still remain. So it still is a non. They're dynamical system, but the linear side is all simulated. So there are lots of questions about if this system is preserving important information or not, or if it's gonna behave better. Computational wars. And that's still ah, lot of ongoing studies. But nevertheless, the reason that this implementation was very interesting is that you don't need the end minus one delight lines so you can just use one. Then you can implement a large machine, and then you can run several thousands of problems in the machine, and then you can compare the performance from the computational perspective Looks so I'm gonna split this idea of opium based icing machine into two parts. One is the linear part, which is if you take out the non linearity out of the resonator and just think about the connections. You can think about this as a simple matrix multiplication scheme. And that's basically what gives you the icing Hambletonian modeling. So the optical laws of this network corresponds to the icing Hamiltonian. And if I just want to show you the example of the n equals for experiment on all those face states and the history Graham that we saw, you can actually calculate the laws of each of those states because all those interferences in the beam splitters and the delay lines are going to give you a different losses. And then you will see that the ground states corresponds to the lowest laws of the actual optical network. If you add the non linearity, the simple way of thinking about what the non linearity does is that it provides to gain, and then you start bringing up the gain so that it hits the loss. Then you go through the game saturation or the threshold which is going to give you this phase bifurcation. So you go either to zero the pie face state. And the expectation is that Theis, the network oscillates in the lowest possible state, the lowest possible loss state. There are some challenges associated with this intensity Durban face transition, which I'm going to briefly talk about. I'm also going to tell you about other types of non aerodynamics that we're looking at on the non air side of these networks. So if you just think about the linear network, we're actually interested in looking at some technological behaviors in these networks. And the difference between looking at the technological behaviors and the icing uh, machine is that now, First of all, we're looking at the type of Hamilton Ian's that are a little different than the icing Hamilton. And one of the biggest difference is is that most of these technological Hamilton Ian's that require breaking the time reversal symmetry, meaning that you go from one spin to in the one side to another side and you get one phase. And if you go back where you get a different phase, and the other thing is that we're not just interested in finding the ground state, we're actually now interesting and looking at all sorts of states and looking at the dynamics and the behaviors of all these states in the network. So we started with the simplest implementation, of course, which is a one d chain of thes resonate, er's, which corresponds to a so called ssh model. In the technological work, we get the similar energy to los mapping and now we can actually look at the band structure on. This is an actual measurement that we get with this associate model and you see how it reasonably how How? Well, it actually follows the prediction and the theory. One of the interesting things about the time multiplexing implementation is that now you have the flexibility of changing the network as you are running the machine. And that's something unique about this time multiplex implementation so that we can actually look at the dynamics. And one example that we have looked at is we can actually go through the transition off going from top A logical to the to the standard nontrivial. I'm sorry to the trivial behavior of the network. You can then look at the edge states and you can also see the trivial and states and the technological at states actually showing up in this network. We have just recently implement on a two D, uh, network with Harper Hofstadter model and when you don't have the results here. But we're one of the other important characteristic of time multiplexing is that you can go to higher and higher dimensions and keeping that flexibility and dynamics, and we can also think about adding non linearity both in a classical and quantum regimes, which is going to give us a lot of exotic, no classical and quantum, non innate behaviors in these networks. Yeah, So I told you about the linear side. Mostly let me just switch gears and talk about the nonlinear side of the network. And the biggest thing that I talked about so far in the icing machine is this face transition that threshold. So the low threshold we have squeezed state in these. Oh, pios, if you increase the pump, we go through this intensity driven phase transition and then we got the face stays above threshold. And this is basically the mechanism off the computation in these O pos, which is through this phase transition below to above threshold. So one of the characteristics of this phase transition is that below threshold, you expect to see quantum states above threshold. You expect to see more classical states or coherent states, and that's basically corresponding to the intensity off the driving pump. So it's really hard to imagine that it can go above threshold. Or you can have this friends transition happen in the all in the quantum regime. And there are also some challenges associated with the intensity homogeneity off the network, which, for example, is if one opioid starts oscillating and then its intensity goes really high. Then it's going to ruin this collective decision making off the network because of the intensity driven face transition nature. So So the question is, can we look at other phase transitions? Can we utilize them for both computing? And also can we bring them to the quantum regime on? I'm going to specifically talk about the face transition in the spectral domain, which is the transition from the so called degenerate regime, which is what I mostly talked about to the non degenerate regime, which happens by just tuning the phase of the cavity. And what is interesting is that this phase transition corresponds to a distinct phase noise behavior. So in the degenerate regime, which we call it the order state, you're gonna have the phase being locked to the phase of the pump. As I talked about non degenerate regime. However, the phase is the phase is mostly dominated by the quantum diffusion. Off the off the phase, which is limited by the so called shallow towns limit, and you can see that transition from the general to non degenerate, which also has distinct symmetry differences. And this transition corresponds to a symmetry breaking in the non degenerate case. The signal can acquire any of those phases on the circle, so it has a you one symmetry. Okay, and if you go to the degenerate case, then that symmetry is broken and you only have zero pie face days I will look at. So now the question is can utilize this phase transition, which is a face driven phase transition, and can we use it for similar computational scheme? So that's one of the questions that were also thinking about. And it's not just this face transition is not just important for computing. It's also interesting from the sensing potentials and this face transition, you can easily bring it below threshold and just operated in the quantum regime. Either Gaussian or non Gaussian. If you make a network of Opio is now, we can see all sorts off more complicated and more interesting phase transitions in the spectral domain. One of them is the first order phase transition, which you get by just coupling to Opio, and that's a very abrupt face transition and compared to the to the single Opio phase transition. And if you do the couplings right, you can actually get a lot of non her mission dynamics and exceptional points, which are actually very interesting to explore both in the classical and quantum regime. And I should also mention that you can think about the cup links to be also nonlinear couplings. And that's another behavior that you can see, especially in the nonlinear in the non degenerate regime. So with that, I basically told you about these Opio networks, how we can think about the linear scheme and the linear behaviors and how we can think about the rich, nonlinear dynamics and non linear behaviors both in the classical and quantum regime. I want to switch gear and tell you a little bit about the miniaturization of these Opio networks. And of course, the motivation is if you look at the electron ICS and what we had 60 or 70 years ago with vacuum tube and how we transition from relatively small scale computers in the order of thousands of nonlinear elements to billions of non elements where we are now with the optics is probably very similar to 70 years ago, which is a table talk implementation. And the question is, how can we utilize nano photonics? I'm gonna just briefly show you the two directions on that which we're working on. One is based on lithium Diabate, and the other is based on even a smaller resonate er's could you? So the work on Nana Photonic lithium naive. It was started in collaboration with Harvard Marko Loncar, and also might affair at Stanford. And, uh, we could show that you can do the periodic polling in the phenomenon of it and get all sorts of very highly nonlinear processes happening in this net. Photonic periodically polls if, um Diabate. And now we're working on building. Opio was based on that kind of photonic the film Diabate. And these air some some examples of the devices that we have been building in the past few months, which I'm not gonna tell you more about. But the O. P. O. S. And the Opio Networks are in the works. And that's not the only way of making large networks. Um, but also I want to point out that The reason that these Nana photonic goblins are actually exciting is not just because you can make a large networks and it can make him compact in a in a small footprint. They also provide some opportunities in terms of the operation regime. On one of them is about making cat states and Opio, which is, can we have the quantum superposition of the zero pie states that I talked about and the Net a photonic within? I've It provides some opportunities to actually get closer to that regime because of the spatial temporal confinement that you can get in these wave guides. So we're doing some theory on that. We're confident that the type of non linearity two losses that it can get with these platforms are actually much higher than what you can get with other platform their existing platforms and to go even smaller. We have been asking the question off. What is the smallest possible Opio that you can make? Then you can think about really wavelength scale type, resonate er's and adding the chi to non linearity and see how and when you can get the Opio to operate. And recently, in collaboration with us see, we have been actually USC and Creole. We have demonstrated that you can use nano lasers and get some spin Hamilton and implementations on those networks. So if you can build the a P. O s, we know that there is a path for implementing Opio Networks on on such a nano scale. So we have looked at these calculations and we try to estimate the threshold of a pos. Let's say for me resonator and it turns out that it can actually be even lower than the type of bulk Pip Llano Pos that we have been building in the past 50 years or so. So we're working on the experiments and we're hoping that we can actually make even larger and larger scale Opio networks. So let me summarize the talk I told you about the opium networks and our work that has been going on on icing machines and the measurement feedback. And I told you about the ongoing work on the all optical implementations both on the linear side and also on the nonlinear behaviors. And I also told you a little bit about the efforts on miniaturization and going to the to the Nano scale. So with that, I would like Thio >>three from the University of Tokyo. Before I thought that would like to thank you showing all the stuff of entity for the invitation and the organization of this online meeting and also would like to say that it has been very exciting to see the growth of this new film lab. And I'm happy to share with you today of some of the recent works that have been done either by me or by character of Hong Kong. Honest Group indicates the title of my talk is a neuro more fic in silica simulator for the communities in machine. And here is the outline I would like to make the case that the simulation in digital Tektronix of the CME can be useful for the better understanding or improving its function principles by new job introducing some ideas from neural networks. This is what I will discuss in the first part and then it will show some proof of concept of the game and performance that can be obtained using dissimulation in the second part and the protection of the performance that can be achieved using a very large chaos simulator in the third part and finally talk about future plans. So first, let me start by comparing recently proposed izing machines using this table there is elected from recent natural tronics paper from the village Park hard people, and this comparison shows that there's always a trade off between energy efficiency, speed and scalability that depends on the physical implementation. So in red, here are the limitation of each of the servers hardware on, interestingly, the F p G, a based systems such as a producer, digital, another uh Toshiba beautification machine or a recently proposed restricted Bozeman machine, FPD A by a group in Berkeley. They offer a good compromise between speed and scalability. And this is why, despite the unique advantage that some of these older hardware have trust as the currency proposition in Fox, CBS or the energy efficiency off memory Sisters uh P. J. O are still an attractive platform for building large organizing machines in the near future. The reason for the good performance of Refugee A is not so much that they operate at the high frequency. No, there are particular in use, efficient, but rather that the physical wiring off its elements can be reconfigured in a way that limits the funding human bottleneck, larger, funny and phenols and the long propagation video information within the system. In this respect, the LPGA is They are interesting from the perspective off the physics off complex systems, but then the physics of the actions on the photos. So to put the performance of these various hardware and perspective, we can look at the competition of bringing the brain the brain complete, using billions of neurons using only 20 watts of power and operates. It's a very theoretically slow, if we can see and so this impressive characteristic, they motivate us to try to investigate. What kind of new inspired principles be useful for designing better izing machines? The idea of this research project in the future collaboration it's to temporary alleviates the limitations that are intrinsic to the realization of an optical cortex in machine shown in the top panel here. By designing a large care simulator in silicone in the bottom here that can be used for digesting the better organization principles of the CIA and this talk, I will talk about three neuro inspired principles that are the symmetry of connections, neural dynamics orphan chaotic because of symmetry, is interconnectivity the infrastructure? No. Next talks are not composed of the reputation of always the same types of non environments of the neurons, but there is a local structure that is repeated. So here's the schematic of the micro column in the cortex. And lastly, the Iraqi co organization of connectivity connectivity is organizing a tree structure in the brain. So here you see a representation of the Iraqi and organization of the monkey cerebral cortex. So how can these principles we used to improve the performance of the icing machines? And it's in sequence stimulation. So, first about the two of principles of the estimate Trian Rico structure. We know that the classical approximation of the car testing machine, which is the ground toe, the rate based on your networks. So in the case of the icing machines, uh, the okay, Scott approximation can be obtained using the trump active in your position, for example, so the times of both of the system they are, they can be described by the following ordinary differential equations on in which, in case of see, I am the X, I represent the in phase component of one GOP Oh, Theo f represents the monitor optical parts, the district optical Parametric amplification and some of the good I JoJo extra represent the coupling, which is done in the case of the measure of feedback coupling cm using oh, more than detection and refugee A and then injection off the cooking time and eso this dynamics in both cases of CNN in your networks, they can be written as the grand set of a potential function V, and this written here, and this potential functionally includes the rising Maccagnan. So this is why it's natural to use this type of, uh, dynamics to solve the icing problem in which the Omega I J or the eyes in coping and the H is the extension of the icing and attorney in India and expect so. Not that this potential function can only be defined if the Omega I j. R. A. Symmetric. So the well known problem of this approach is that this potential function V that we obtain is very non convicts at low temperature, and also one strategy is to gradually deformed this landscape, using so many in process. But there is no theorem. Unfortunately, that granted conventions to the global minimum of There's even Tony and using this approach. And so this is why we propose, uh, to introduce a macro structures of the system where one analog spin or one D O. P. O is replaced by a pair off one another spin and one error, according viable. And the addition of this chemical structure introduces a symmetry in the system, which in terms induces chaotic dynamics, a chaotic search rather than a learning process for searching for the ground state of the icing. Every 20 within this massacre structure the role of the er variable eyes to control the amplitude off the analog spins toe force. The amplitude of the expense toe become equal to certain target amplitude a uh and, uh, and this is done by modulating the strength off the icing complaints or see the the error variable E I multiply the icing complaint here in the dynamics off air d o p. O. On then the dynamics. The whole dynamics described by this coupled equations because the e I do not necessarily take away the same value for the different. I thesis introduces a symmetry in the system, which in turn creates security dynamics, which I'm sure here for solving certain current size off, um, escape problem, Uh, in which the X I are shown here and the i r from here and the value of the icing energy showing the bottom plots. You see this Celtics search that visit various local minima of the as Newtonian and eventually finds the global minimum? Um, it can be shown that this modulation off the target opportunity can be used to destabilize all the local minima off the icing evertonians so that we're gonna do not get stuck in any of them. On more over the other types of attractors I can eventually appear, such as limits I contractors, Okot contractors. They can also be destabilized using the motivation of the target and Batuta. And so we have proposed in the past two different moderation of the target amateur. The first one is a modulation that ensure the uh 100 reproduction rate of the system to become positive on this forbids the creation off any nontrivial tractors. And but in this work, I will talk about another moderation or arrested moderation which is given here. That works, uh, as well as this first uh, moderation, but is easy to be implemented on refugee. So this couple of the question that represent becoming the stimulation of the cortex in machine with some error correction they can be implemented especially efficiently on an F B. G. And here I show the time that it takes to simulate three system and also in red. You see, at the time that it takes to simulate the X I term the EI term, the dot product and the rising Hamiltonian for a system with 500 spins and Iraq Spain's equivalent to 500 g. O. P. S. So >>in >>f b d a. The nonlinear dynamics which, according to the digital optical Parametric amplification that the Opa off the CME can be computed in only 13 clock cycles at 300 yards. So which corresponds to about 0.1 microseconds. And this is Toby, uh, compared to what can be achieved in the measurements back O C. M. In which, if we want to get 500 timer chip Xia Pios with the one she got repetition rate through the obstacle nine narrative. Uh, then way would require 0.5 microseconds toe do this so the submission in F B J can be at least as fast as ah one g repression. Uh, replicate pulsed laser CIA Um, then the DOT product that appears in this differential equation can be completed in 43 clock cycles. That's to say, one microseconds at 15 years. So I pieced for pouring sizes that are larger than 500 speeds. The dot product becomes clearly the bottleneck, and this can be seen by looking at the the skating off the time the numbers of clock cycles a text to compute either the non in your optical parts or the dog products, respect to the problem size. And And if we had infinite amount of resources and PGA to simulate the dynamics, then the non illogical post can could be done in the old one. On the mattress Vector product could be done in the low carrot off, located off scales as a look at it off and and while the guide off end. Because computing the dot product involves assuming all the terms in the product, which is done by a nephew, GE by another tree, which heights scarce logarithmic any with the size of the system. But This is in the case if we had an infinite amount of resources on the LPGA food, but for dealing for larger problems off more than 100 spins. Usually we need to decompose the metrics into ah, smaller blocks with the block side that are not you here. And then the scaling becomes funny, non inner parts linear in the end, over you and for the products in the end of EU square eso typically for low NF pdf cheap PGA you the block size off this matrix is typically about 100. So clearly way want to make you as large as possible in order to maintain this scanning in a log event for the numbers of clock cycles needed to compute the product rather than this and square that occurs if we decompose the metrics into smaller blocks. But the difficulty in, uh, having this larger blocks eyes that having another tree very large Haider tree introduces a large finding and finance and long distance start a path within the refugee. So the solution to get higher performance for a simulator of the contest in machine eyes to get rid of this bottleneck for the dot product by increasing the size of this at the tree. And this can be done by organizing your critique the electrical components within the LPGA in order which is shown here in this, uh, right panel here in order to minimize the finding finance of the system and to minimize the long distance that a path in the in the fpt So I'm not going to the details of how this is implemented LPGA. But just to give you a idea off why the Iraqi Yahiko organization off the system becomes the extremely important toe get good performance for similar organizing machine. So instead of instead of getting into the details of the mpg implementation, I would like to give some few benchmark results off this simulator, uh, off the that that was used as a proof of concept for this idea which is can be found in this archive paper here and here. I should results for solving escape problems. Free connected person, randomly person minus one spring last problems and we sure, as we use as a metric the numbers of the mattress Victor products since it's the bottleneck of the computation, uh, to get the optimal solution of this escape problem with the Nina successful BT against the problem size here and and in red here, this propose FDJ implementation and in ah blue is the numbers of retrospective product that are necessary for the C. I am without error correction to solve this escape programs and in green here for noisy means in an evening which is, uh, behavior with similar to the Cartesian mission. Uh, and so clearly you see that the scaring off the numbers of matrix vector product necessary to solve this problem scales with a better exponents than this other approaches. So So So that's interesting feature of the system and next we can see what is the real time to solution to solve this SK instances eso in the last six years, the time institution in seconds to find a grand state of risk. Instances remain answers probability for different state of the art hardware. So in red is the F B g. A presentation proposing this paper and then the other curve represent Ah, brick a local search in in orange and silver lining in purple, for example. And so you see that the scaring off this purpose simulator is is rather good, and that for larger plant sizes we can get orders of magnitude faster than the state of the art approaches. Moreover, the relatively good scanning off the time to search in respect to problem size uh, they indicate that the FPD implementation would be faster than risk. Other recently proposed izing machine, such as the hope you know, natural complimented on memories distance that is very fast for small problem size in blue here, which is very fast for small problem size. But which scanning is not good on the same thing for the restricted Bosman machine. Implementing a PGA proposed by some group in Broken Recently Again, which is very fast for small parliament sizes but which canning is bad so that a dis worse than the proposed approach so that we can expect that for programs size is larger than 1000 spins. The proposed, of course, would be the faster one. Let me jump toe this other slide and another confirmation that the scheme scales well that you can find the maximum cut values off benchmark sets. The G sets better candidates that have been previously found by any other algorithms, so they are the best known could values to best of our knowledge. And, um or so which is shown in this paper table here in particular, the instances, uh, 14 and 15 of this G set can be We can find better converse than previously known, and we can find this can vary is 100 times faster than the state of the art algorithm and CP to do this which is a very common Kasich. It s not that getting this a good result on the G sets, they do not require ah, particular hard tuning of the parameters. So the tuning issuing here is very simple. It it just depends on the degree off connectivity within each graph. And so this good results on the set indicate that the proposed approach would be a good not only at solving escape problems in this problems, but all the types off graph sizing problems on Mexican province in communities. So given that the performance off the design depends on the height of this other tree, we can try to maximize the height of this other tree on a large F p g a onda and carefully routing the components within the P G A and and we can draw some projections of what type of performance we can achieve in the near future based on the, uh, implementation that we are currently working. So here you see projection for the time to solution way, then next property for solving this escape programs respect to the prime assize. And here, compared to different with such publicizing machines, particularly the digital. And, you know, 42 is shown in the green here, the green line without that's and, uh and we should two different, uh, hypothesis for this productions either that the time to solution scales as exponential off n or that the time of social skills as expression of square root off. So it seems, according to the data, that time solution scares more as an expression of square root of and also we can be sure on this and this production show that we probably can solve prime escape problem of science 2000 spins, uh, to find the rial ground state of this problem with 99 success ability in about 10 seconds, which is much faster than all the other proposed approaches. So one of the future plans for this current is in machine simulator. So the first thing is that we would like to make dissimulation closer to the rial, uh, GOP oh, optical system in particular for a first step to get closer to the system of a measurement back. See, I am. And to do this what is, uh, simulate Herbal on the p a is this quantum, uh, condoms Goshen model that is proposed described in this paper and proposed by people in the in the Entity group. And so the idea of this model is that instead of having the very simple or these and have shown previously, it includes paired all these that take into account on me the mean off the awesome leverage off the, uh, European face component, but also their violence s so that we can take into account more quantum effects off the g o p. O, such as the squeezing. And then we plan toe, make the simulator open access for the members to run their instances on the system. There will be a first version in September that will be just based on the simple common line access for the simulator and in which will have just a classic or approximation of the system. We don't know Sturm, binary weights and museum in term, but then will propose a second version that would extend the current arising machine to Iraq off F p g. A, in which we will add the more refined models truncated, ignoring the bottom Goshen model they just talked about on the support in which he valued waits for the rising problems and support the cement. So we will announce later when this is available and and far right is working >>hard comes from Universal down today in physics department, and I'd like to thank the organizers for their kind invitation to participate in this very interesting and promising workshop. Also like to say that I look forward to collaborations with with a file lab and Yoshi and collaborators on the topics of this world. So today I'll briefly talk about our attempt to understand the fundamental limits off another continues time computing, at least from the point off you off bullion satisfy ability, problem solving, using ordinary differential equations. But I think the issues that we raise, um, during this occasion actually apply to other other approaches on a log approaches as well and into other problems as well. I think everyone here knows what Dorien satisfy ability. Problems are, um, you have boolean variables. You have em clauses. Each of disjunction of collaterals literally is a variable, or it's, uh, negation. And the goal is to find an assignment to the variable, such that order clauses are true. This is a decision type problem from the MP class, which means you can checking polynomial time for satisfy ability off any assignment. And the three set is empty, complete with K three a larger, which means an efficient trees. That's over, uh, implies an efficient source for all the problems in the empty class, because all the problems in the empty class can be reduced in Polian on real time to reset. As a matter of fact, you can reduce the NP complete problems into each other. You can go from three set to set backing or two maximum dependent set, which is a set packing in graph theoretic notions or terms toe the icing graphs. A problem decision version. This is useful, and you're comparing different approaches, working on different kinds of problems when not all the closest can be satisfied. You're looking at the accusation version offset, uh called Max Set. And the goal here is to find assignment that satisfies the maximum number of clauses. And this is from the NPR class. In terms of applications. If we had inefficient sets over or np complete problems over, it was literally, positively influenced. Thousands off problems and applications in industry and and science. I'm not going to read this, but this this, of course, gives a strong motivation toe work on this kind of problems. Now our approach to set solving involves embedding the problem in a continuous space, and you use all the east to do that. So instead of working zeros and ones, we work with minus one across once, and we allow the corresponding variables toe change continuously between the two bounds. We formulate the problem with the help of a close metrics. If if a if a close, uh, does not contain a variable or its negation. The corresponding matrix element is zero. If it contains the variable in positive, for which one contains the variable in a gated for Mitt's negative one, and then we use this to formulate this products caused quote, close violation functions one for every clause, Uh, which really, continuously between zero and one. And they're zero if and only if the clause itself is true. Uh, then we form the define in order to define a dynamic such dynamics in this and dimensional hyper cube where the search happens and if they exist, solutions. They're sitting in some of the corners of this hyper cube. So we define this, uh, energy potential or landscape function shown here in a way that this is zero if and only if all the clauses all the kmc zero or the clauses off satisfied keeping these auxiliary variables a EMS always positive. And therefore, what you do here is a dynamics that is a essentially ingredient descend on this potential energy landscape. If you were to keep all the M's constant that it would get stuck in some local minimum. However, what we do here is we couple it with the dynamics we cooperated the clothes violation functions as shown here. And if he didn't have this am here just just the chaos. For example, you have essentially what case you have positive feedback. You have increasing variable. Uh, but in that case, you still get stuck would still behave will still find. So she is better than the constant version but still would get stuck only when you put here this a m which makes the dynamics in in this variable exponential like uh, only then it keeps searching until he finds a solution on deer is a reason for that. I'm not going toe talk about here, but essentially boils down toe performing a Grady and descend on a globally time barren landscape. And this is what works. Now I'm gonna talk about good or bad and maybe the ugly. Uh, this is, uh, this is What's good is that it's a hyperbolic dynamical system, which means that if you take any domain in the search space that doesn't have a solution in it or any socially than the number of trajectories in it decays exponentially quickly. And the decay rate is a characteristic in variant characteristic off the dynamics itself. Dynamical systems called the escape right the inverse off that is the time scale in which you find solutions by this by this dynamical system, and you can see here some song trajectories that are Kelty because it's it's no linear, but it's transient, chaotic. Give their sources, of course, because eventually knowledge to the solution. Now, in terms of performance here, what you show for a bunch off, um, constraint densities defined by M overran the ratio between closes toe variables for random, said Problems is random. Chris had problems, and they as its function off n And we look at money toward the wartime, the wall clock time and it behaves quite value behaves Azat party nominally until you actually he to reach the set on set transition where the hardest problems are found. But what's more interesting is if you monitor the continuous time t the performance in terms off the A narrow, continuous Time t because that seems to be a polynomial. And the way we show that is, we consider, uh, random case that random three set for a fixed constraint density Onda. We hear what you show here. Is that the right of the trash hold that it's really hard and, uh, the money through the fraction of problems that we have not been able to solve it. We select thousands of problems at that constraint ratio and resolve them without algorithm, and we monitor the fractional problems that have not yet been solved by continuous 90. And this, as you see these decays exponentially different. Educate rates for different system sizes, and in this spot shows that is dedicated behaves polynomial, or actually as a power law. So if you combine these two, you find that the time needed to solve all problems except maybe appear traction off them scales foreign or merely with the problem size. So you have paranormal, continuous time complexity. And this is also true for other types of very hard constraints and sexual problems such as exact cover, because you can always transform them into three set as we discussed before, Ramsey coloring and and on these problems, even algorithms like survey propagation will will fail. But this doesn't mean that P equals NP because what you have first of all, if you were toe implement these equations in a device whose behavior is described by these, uh, the keys. Then, of course, T the continue style variable becomes a physical work off. Time on that will be polynomial is scaling, but you have another other variables. Oxidative variables, which structured in an exponential manner. So if they represent currents or voltages in your realization and it would be an exponential cost Al Qaeda. But this is some kind of trade between time and energy, while I know how toe generate energy or I don't know how to generate time. But I know how to generate energy so it could use for it. But there's other issues as well, especially if you're trying toe do this son and digital machine but also happens. Problems happen appear. Other problems appear on in physical devices as well as we discuss later. So if you implement this in GPU, you can. Then you can get in order off to magnitude. Speed up. And you can also modify this to solve Max sad problems. Uh, quite efficiently. You are competitive with the best heuristic solvers. This is a weather problems. In 2016 Max set competition eso so this this is this is definitely this seems like a good approach, but there's off course interesting limitations, I would say interesting, because it kind of makes you think about what it means and how you can exploit this thes observations in understanding better on a low continues time complexity. If you monitored the discrete number the number of discrete steps. Don't buy the room, Dakota integrator. When you solve this on a digital machine, you're using some kind of integrator. Um and you're using the same approach. But now you measure the number off problems you haven't sold by given number of this kid, uh, steps taken by the integrator. You find out you have exponential, discrete time, complexity and, of course, thistles. A problem. And if you look closely, what happens even though the analog mathematical trajectory, that's the record here. If you monitor what happens in discrete time, uh, the integrator frustrates very little. So this is like, you know, third or for the disposition, but fluctuates like crazy. So it really is like the intervention frees us out. And this is because of the phenomenon of stiffness that are I'll talk a little bit a more about little bit layer eso. >>You know, it might look >>like an integration issue on digital machines that you could improve and could definitely improve. But actually issues bigger than that. It's It's deeper than that, because on a digital machine there is no time energy conversion. So the outside variables are efficiently representing a digital machine. So there's no exponential fluctuating current of wattage in your computer when you do this. Eso If it is not equal NP then the exponential time, complexity or exponential costs complexity has to hit you somewhere. And this is how um, but, you know, one would be tempted to think maybe this wouldn't be an issue in a analog device, and to some extent is true on our devices can be ordered to maintain faster, but they also suffer from their own problems because he not gonna be affect. That classes soldiers as well. So, indeed, if you look at other systems like Mirandizing machine measurement feedback, probably talk on the grass or selected networks. They're all hinge on some kind off our ability to control your variables in arbitrary, high precision and a certain networks you want toe read out across frequencies in case off CM's. You required identical and program because which is hard to keep, and they kind of fluctuate away from one another, shift away from one another. And if you control that, of course that you can control the performance. So actually one can ask if whether or not this is a universal bottleneck and it seems so aside, I will argue next. Um, we can recall a fundamental result by by showing harder in reaction Target from 1978. Who says that it's a purely computer science proof that if you are able toe, compute the addition multiplication division off riel variables with infinite precision, then you could solve any complete problems in polynomial time. It doesn't actually proposals all where he just chose mathematically that this would be the case. Now, of course, in Real warned, you have also precision. So the next question is, how does that affect the competition about problems? This is what you're after. Lots of precision means information also, or entropy production. Eso what you're really looking at the relationship between hardness and cost of computing off a problem. Uh, and according to Sean Hagar, there's this left branch which in principle could be polynomial time. But the question whether or not this is achievable that is not achievable, but something more cheerful. That's on the right hand side. There's always going to be some information loss, so mental degeneration that could keep you away from possibly from point normal time. So this is what we like to understand, and this information laws the source off. This is not just always I will argue, uh, in any physical system, but it's also off algorithm nature, so that is a questionable area or approach. But China gets results. Security theoretical. No, actual solar is proposed. So we can ask, you know, just theoretically get out off. Curiosity would in principle be such soldiers because it is not proposing a soldier with such properties. In principle, if if you want to look mathematically precisely what the solar does would have the right properties on, I argue. Yes, I don't have a mathematical proof, but I have some arguments that that would be the case. And this is the case for actually our city there solver that if you could calculate its trajectory in a loss this way, then it would be, uh, would solve epic complete problems in polynomial continuous time. Now, as a matter of fact, this a bit more difficult question, because time in all these can be re scared however you want. So what? Burns says that you actually have to measure the length of the trajectory, which is a new variant off the dynamical system or property dynamical system, not off its parameters ization. And we did that. So Suba Corral, my student did that first, improving on the stiffness off the problem off the integrations, using implicit solvers and some smart tricks such that you actually are closer to the actual trajectory and using the same approach. You know what fraction off problems you can solve? We did not give the length of the trajectory. You find that it is putting on nearly scaling the problem sites we have putting on your skin complexity. That means that our solar is both Polly length and, as it is, defined it also poorly time analog solver. But if you look at as a discreet algorithm, if you measure the discrete steps on a digital machine, it is an exponential solver. And the reason is because off all these stiffness, every integrator has tow truck it digitizing truncate the equations, and what it has to do is to keep the integration between the so called stability region for for that scheme, and you have to keep this product within a grimace of Jacoby in and the step size read in this region. If you use explicit methods. You want to stay within this region? Uh, but what happens that some off the Eigen values grow fast for Steve problems, and then you're you're forced to reduce that t so the product stays in this bonded domain, which means that now you have to you're forced to take smaller and smaller times, So you're you're freezing out the integration and what I will show you. That's the case. Now you can move to increase its soldiers, which is which is a tree. In this case, you have to make domain is actually on the outside. But what happens in this case is some of the Eigen values of the Jacobean, also, for six systems, start to move to zero. As they're moving to zero, they're going to enter this instability region, so your soul is going to try to keep it out, so it's going to increase the data T. But if you increase that to increase the truncation hours, so you get randomized, uh, in the large search space, so it's it's really not, uh, not going to work out. Now, one can sort off introduce a theory or language to discuss computational and are computational complexity, using the language from dynamical systems theory. But basically I I don't have time to go into this, but you have for heart problems. Security object the chaotic satellite Ouch! In the middle of the search space somewhere, and that dictates how the dynamics happens and variant properties off the dynamics. Of course, off that saddle is what the targets performance and many things, so a new, important measure that we find that it's also helpful in describing thesis. Another complexity is the so called called Makarov, or metric entropy and basically what this does in an intuitive A eyes, uh, to describe the rate at which the uncertainty containing the insignificant digits off a trajectory in the back, the flow towards the significant ones as you lose information because off arrows being, uh grown or are developed in tow. Larger errors in an exponential at an exponential rate because you have positively up north spawning. But this is an in variant property. It's the property of the set of all. This is not how you compute them, and it's really the interesting create off accuracy philosopher dynamical system. A zay said that you have in such a high dimensional that I'm consistent were positive and negatively upon of exponents. Aziz Many The total is the dimension of space and user dimension, the number off unstable manifold dimensions and as Saddam was stable, manifold direction. And there's an interesting and I think, important passion, equality, equality called the passion, equality that connect the information theoretic aspect the rate off information loss with the geometric rate of which trajectory separate minus kappa, which is the escape rate that I already talked about. Now one can actually prove a simple theorems like back off the envelope calculation. The idea here is that you know the rate at which the largest rated, which closely started trajectory separate from one another. So now you can say that, uh, that is fine, as long as my trajectory finds the solution before the projective separate too quickly. In that case, I can have the hope that if I start from some region off the face base, several close early started trajectories, they kind of go into the same solution orphaned and and that's that's That's this upper bound of this limit, and it is really showing that it has to be. It's an exponentially small number. What? It depends on the end dependence off the exponents right here, which combines information loss rate and the social time performance. So these, if this exponents here or that has a large independence or river linear independence, then you then you really have to start, uh, trajectories exponentially closer to one another in orderto end up in the same order. So this is sort off like the direction that you're going in tow, and this formulation is applicable toe all dynamical systems, uh, deterministic dynamical systems. And I think we can We can expand this further because, uh, there is, ah, way off getting the expression for the escaped rate in terms off n the number of variables from cycle expansions that I don't have time to talk about. What? It's kind of like a program that you can try toe pursuit, and this is it. So the conclusions I think of self explanatory I think there is a lot of future in in, uh, in an allo. Continue start computing. Um, they can be efficient by orders of magnitude and digital ones in solving empty heart problems because, first of all, many of the systems you like the phone line and bottleneck. There's parallelism involved, and and you can also have a large spectrum or continues time, time dynamical algorithms than discrete ones. And you know. But we also have to be mindful off. What are the possibility of what are the limits? And 11 open question is very important. Open question is, you know, what are these limits? Is there some kind off no go theory? And that tells you that you can never perform better than this limit or that limit? And I think that's that's the exciting part toe to derive thes thes this levian 10.

Published Date : Sep 27 2020

SUMMARY :

bifurcated critical point that is the one that I forget to the lowest pump value a. the chi to non linearity and see how and when you can get the Opio know that the classical approximation of the car testing machine, which is the ground toe, than the state of the art algorithm and CP to do this which is a very common Kasich. right the inverse off that is the time scale in which you find solutions by first of all, many of the systems you like the phone line and bottleneck.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Exxon MobilORGANIZATION

0.99+

AndyPERSON

0.99+

Sean HagarPERSON

0.99+

Daniel WennbergPERSON

0.99+

ChrisPERSON

0.99+

USCORGANIZATION

0.99+

CaltechORGANIZATION

0.99+

2016DATE

0.99+

100 timesQUANTITY

0.99+

BerkeleyLOCATION

0.99+

Tatsuya NagamotoPERSON

0.99+

twoQUANTITY

0.99+

1978DATE

0.99+

FoxORGANIZATION

0.99+

six systemsQUANTITY

0.99+

HarvardORGANIZATION

0.99+

Al QaedaORGANIZATION

0.99+

SeptemberDATE

0.99+

second versionQUANTITY

0.99+

CIAORGANIZATION

0.99+

IndiaLOCATION

0.99+

300 yardsQUANTITY

0.99+

University of TokyoORGANIZATION

0.99+

todayDATE

0.99+

BurnsPERSON

0.99+

Atsushi YamamuraPERSON

0.99+

0.14%QUANTITY

0.99+

48 coreQUANTITY

0.99+

0.5 microsecondsQUANTITY

0.99+

NSFORGANIZATION

0.99+

15 yearsQUANTITY

0.99+

CBSORGANIZATION

0.99+

NTTORGANIZATION

0.99+

first implementationQUANTITY

0.99+

first experimentQUANTITY

0.99+

123QUANTITY

0.99+

Army Research OfficeORGANIZATION

0.99+

firstQUANTITY

0.99+

1,904,711QUANTITY

0.99+

oneQUANTITY

0.99+

sixQUANTITY

0.99+

first versionQUANTITY

0.99+

StevePERSON

0.99+

2000 spinsQUANTITY

0.99+

five researcherQUANTITY

0.99+

CreoleORGANIZATION

0.99+

three setQUANTITY

0.99+

second partQUANTITY

0.99+

third partQUANTITY

0.99+

Department of Applied PhysicsORGANIZATION

0.99+

10QUANTITY

0.99+

eachQUANTITY

0.99+

85,900QUANTITY

0.99+

OneQUANTITY

0.99+

one problemQUANTITY

0.99+

136 CPUQUANTITY

0.99+

ToshibaORGANIZATION

0.99+

ScottPERSON

0.99+

2.4 gigahertzQUANTITY

0.99+

1000 timesQUANTITY

0.99+

two timesQUANTITY

0.99+

two partsQUANTITY

0.99+

131QUANTITY

0.99+

14,233QUANTITY

0.99+

more than 100 spinsQUANTITY

0.99+

two possible phasesQUANTITY

0.99+

13,580QUANTITY

0.99+

5QUANTITY

0.99+

4QUANTITY

0.99+

one microsecondsQUANTITY

0.99+

first stepQUANTITY

0.99+

first partQUANTITY

0.99+

500 spinsQUANTITY

0.99+

two identical photonsQUANTITY

0.99+

3QUANTITY

0.99+

70 years agoDATE

0.99+

IraqLOCATION

0.99+

one experimentQUANTITY

0.99+

zeroQUANTITY

0.99+

Amir Safarini NiniPERSON

0.99+

SaddamPERSON

0.99+

Neuromorphic in Silico Simulator For the Coherent Ising Machine


 

>>Hi everyone, This system A fellow from the University of Tokyo before I thought that would like to thank you she and all the stuff of entity for the invitation and the organization of this online meeting and also would like to say that it has been very exciting to see the growth of this new film lab. And I'm happy to share with you today or some of the recent works that have been done either by me or by character of Hong Kong Noise Group indicating the title of my talk is a neuro more fic in silica simulator for the commenters in machine. And here is the outline I would like to make the case that the simulation in digital Tektronix of the CME can be useful for the better understanding or improving its function principles by new job introducing some ideas from neural networks. This is what I will discuss in the first part and then I will show some proof of concept of the game in performance that can be obtained using dissimulation in the second part and the production of the performance that can be achieved using a very large chaos simulator in the third part and finally talk about future plans. So first, let me start by comparing recently proposed izing machines using this table there is adapted from a recent natural tronics paper from the Village Back hard People. And this comparison shows that there's always a trade off between energy efficiency, speed and scalability that depends on the physical implementation. So in red, here are the limitation of each of the servers hardware on, Interestingly, the F p G, a based systems such as a producer, digital, another uh Toshiba purification machine, or a recently proposed restricted Bozeman machine, FPD eight, by a group in Berkeley. They offer a good compromise between speed and scalability. And this is why, despite the unique advantage that some of these older hardware have trust as the currency proposition influx you beat or the energy efficiency off memory sisters uh P. J. O are still an attractive platform for building large theorizing machines in the near future. The reason for the good performance of Refugee A is not so much that they operate at the high frequency. No, there are particle in use, efficient, but rather that the physical wiring off its elements can be reconfigured in a way that limits the funding human bottleneck, larger, funny and phenols and the long propagation video information within the system in this respect, the f. D. A s. They are interesting from the perspective, off the physics off complex systems, but then the physics of the actions on the photos. So to put the performance of these various hardware and perspective, we can look at the competition of bringing the brain the brain complete, using billions of neurons using only 20 watts of power and operates. It's a very theoretically slow, if we can see. And so this impressive characteristic, they motivate us to try to investigate. What kind of new inspired principles be useful for designing better izing machines? The idea of this research project in the future collaboration it's to temporary alleviates the limitations that are intrinsic to the realization of an optical cortex in machine shown in the top panel here. By designing a large care simulator in silicone in the bottom here that can be used for suggesting the better organization principles of the CIA and this talk, I will talk about three neuro inspired principles that are the symmetry of connections, neural dynamics. Orphan, chaotic because of symmetry, is interconnectivity. The infrastructure. No neck talks are not composed of the reputation of always the same types of non environments of the neurons, but there is a local structure that is repeated. So here's a schematic of the micro column in the cortex. And lastly, the Iraqi co organization of connectivity connectivity is organizing a tree structure in the brain. So here you see a representation of the Iraqi and organization of the monkey cerebral cortex. So how can these principles we used to improve the performance of the icing machines? And it's in sequence stimulation. So, first about the two of principles of the estimate Trian Rico structure. We know that the classical approximation of the Cortes in machine, which is a growing toe the rate based on your networks. So in the case of the icing machines, uh, the okay, Scott approximation can be obtained using the trump active in your position, for example, so the times of both of the system they are, they can be described by the following ordinary differential equations on in which, in case of see, I am the X, I represent the in phase component of one GOP Oh, Theo F represents the monitor optical parts, the district optical parametric amplification and some of the good I JoJo extra represent the coupling, which is done in the case of the measure of feedback cooking cm using oh, more than detection and refugee A then injection off the cooking time and eso this dynamics in both cases of CME in your networks, they can be written as the grand set of a potential function V, and this written here, and this potential functionally includes the rising Maccagnan. So this is why it's natural to use this type of, uh, dynamics to solve the icing problem in which the Omega I J or the Eyes in coping and the H is the extension of the rising and attorney in India and expect so. >>Not that this potential function can only be defined if the Omega I j. R. A. Symmetric. So the well known problem of >>this approach is that this potential function V that we obtain is very non convicts at low temperature, and also one strategy is to gradually deformed this landscape, using so many in process. But there is no theorem. Unfortunately, that granted convergence to the global minimum of there's even 20 and using this approach. And so this is >>why we propose toe introduce a macro structure the system or where one analog spin or one D o. P. O is replaced by a pair off one and knock spin and one error on cutting. Viable. And the addition of this chemical structure introduces a symmetry in the system, which in terms induces chaotic dynamics, a chaotic search rather than a >>learning process for searching for the ground state of the icing. Every 20 >>within this massacre structure the role of the ER variable eyes to control the amplitude off the analog spins to force the amplitude of the expense toe, become equal to certain target amplitude. A Andi. This is known by moderating the strength off the icing complaints or see the the error variable e I multiply the icing complain here in the dynamics off UH, D o p o on Then the dynamics. The whole dynamics described by this coupled equations because the e I do not necessarily take away the same value for the different, I think introduces a >>symmetry in the system, which in turn creates chaotic dynamics, which I'm showing here for solving certain current size off, um, escape problem, Uh, in which the exiled from here in the i r. From here and the value of the icing energy is shown in the bottom plots. And you see this Celtics search that visit various local minima of the as Newtonian and eventually finds the local minima Um, >>it can be shown that this modulation off the target opportunity can be used to destabilize all the local minima off the icing hamiltonian so that we're gonna do not get stuck in any of them. On more over the other types of attractors, I can eventually appear, such as the limits of contractors or quality contractors. They can also be destabilized using a moderation of the target amplitude. And so we have proposed in the past two different motivation of the target constitute the first one is a moderation that ensure the 100 >>reproduction rate of the system to become positive on this forbids the creation of any non tree retractors. And but in this work I will talk about another modulation or Uresti moderation, which is given here that works, uh, as well as this first, uh, moderation, but is easy to be implemented on refugee. >>So this couple of the question that represent the current the stimulation of the cortex in machine with some error correction, they can be implemented especially efficiently on an F B G. And here I show the time that it takes to simulate three system and eso in red. You see, at the time that it takes to simulate the X, I term the EI term, the dot product and the rising everything. Yet for a system with 500 spins analog Spain's equivalent to 500 g. O. P. S. So in f b d a. The nonlinear dynamics which, according to the digital optical Parametric amplification that the Opa off the CME can be computed in only 13 clock cycles at 300 yards. So which corresponds to about 0.1 microseconds. And this is Toby, uh, compared to what can be achieved in the measurements tobacco cm in which, if we want to get 500 timer chip Xia Pios with the one she got repetition rate through the obstacle nine narrative. Uh, then way would require 0.5 microseconds toe do this so the submission in F B J can be at least as fast as, ah one gear repression to replicate the post phaser CIA. Um, then the DOT product that appears in this differential equation can be completed in 43 clock cycles. That's to say, one microseconds at 15 years. So I pieced for pouring sizes that are larger than 500 speeds. The dot product becomes clearly the bottleneck, and this can be seen by looking at the the skating off the time the numbers of clock cycles a text to compute either the non in your optical parts, all the dog products, respect to the problem size. And and if we had a new infinite amount of resources and PGA to simulate the dynamics, then the non in optical post can could be done in the old one. On the mattress Vector product could be done in the low carrot off, located off scales as a low carrot off end and while the kite off end. Because computing the dot product involves the summing, all the terms in the products, which is done by a nephew, Jay by another tree, which heights scares a logarithmic any with the size of the system. But this is in the case if we had an infinite amount of resources on the LPGA food but for dealing for larger problems off more than 100 spins, usually we need to decompose the metrics into ah smaller blocks with the block side that are not you here. And then the scaling becomes funny non inner parts linear in the and over you and for the products in the end of you square eso typically for low NF pdf cheap P a. You know you the block size off this matrix is typically about 100. So clearly way want to make you as large as possible in order to maintain this scanning in a log event for the numbers of clock cycles needed to compute the product rather than this and square that occurs if we decompose the metrics into smaller blocks. But the difficulty in, uh, having this larger blocks eyes that having another tree very large Haider tree introduces a large finding and finance and long distance started path within the refugee. So the solution to get higher performance for a simulator of the contest in machine eyes to get rid of this bottleneck for the dot product. By increasing the size of this at the tree and this can be done by organizing Yeah, click the extra co components within the F p G A in order which is shown here in this right panel here in order to minimize the finding finance of the system and to minimize the long distance that the path in the in the fpt So I'm not going to the details of how this is implemented the PGA. But just to give you a new idea off why the Iraqi Yahiko organization off the system becomes extremely important toe get good performance for simulator organizing mission. So instead of instead of getting into the details of the mpg implementation, I would like to give some few benchmark results off this simulator, uh, off the that that was used as a proof of concept for this idea which is can be found in this archive paper here and here. I should result for solving escape problems, free connected person, randomly person minus one, spin last problems and we sure, as we use as a metric the numbers >>of the mattress Victor products since it's the bottleneck of the computation, uh, to get the optimal solution of this escape problem with Nina successful BT against the problem size here and and in red here there's propose F B J implementation and in ah blue is the numbers of retrospective product that are necessary for the C. I am without error correction to solve this escape programs and in green here for noisy means in an evening which is, uh, behavior. It's similar to the car testing machine >>and security. You see that the scaling off the numbers of metrics victor product necessary to solve this problem scales with a better exponents than this other approaches. So so So that's interesting feature of the system and next we can see what is the real time to solution. To solve this, SK instances eso in the last six years, the time institution in seconds >>to find a grand state of risk. Instances remain answers is possibility for different state of the art hardware. So in red is the F B G. A presentation proposing this paper and then the other curve represent ah, brick, a local search in in orange and center dining in purple, for example, and So you see that the scaring off this purpose simulator is is rather good and that for larger politicizes, we can get orders of magnitude faster than the state of the other approaches. >>Moreover, the relatively good scanning off the time to search in respect to problem size uh, they indicate that the FBT implementation would be faster than risk Other recently proposed izing machine, such as the Hope you know network implemented on Memory Sisters. That is very fast for small problem size in blue here, which is very fast for small problem size. But which scanning is not good on the same thing for the >>restricted Bosman machine implemented a PGA proposed by some group in Brooklyn recently again, which is very fast for small promise sizes. But which canning is bad So that, uh, this worse than the purpose approach so that we can expect that for promise sizes larger than, let's say, 1000 spins. The purpose, of course, would be the faster one. >>Let me jump toe this other slide and another confirmation that the scheme scales well that you can find the maximum cut values off benchmark sets. The G sets better cut values that have been previously found by any other >>algorithms. So they are the best known could values to best of our knowledge. And, um, or so which is shown in this paper table here in particular, the instances, Uh, 14 and 15 of this G set can be We can find better converse than previously >>known, and we can find this can vary is 100 times >>faster than the state of the art algorithm and cp to do this which is a recount. Kasich, it s not that getting this a good result on the G sets, they do not require ah, particular hard tuning of the parameters. So the tuning issuing here is very simple. It it just depends on the degree off connectivity within each graph. And so this good results on the set indicate that the proposed approach would be a good not only at solving escape problems in this problems, but all the types off graph sizing problems on Mexican province in communities. >>So given that the performance off the design depends on the height of this other tree, we can try to maximize the height of this other tree on a large F p g A onda and carefully routing the trickle components within the P G A. And and we can draw some projections of what type of performance we can achieve in >>the near future based on the, uh, implementation that we are currently working. So here you see projection for the time to solution way, then next property for solving this escape problems respect to the prime assize. And here, compared to different with such publicizing machines, particularly the digital and, you know, free to is shown in the green here, the green >>line without that's and, uh and we should two different, uh, prosthesis for this productions either that the time to solution scales as exponential off n or that >>the time of social skills as expression of square root off. So it seems according to the data, that time solution scares more as an expression of square root of and also we can be sure >>on this and this production showed that we probably can solve Prime Escape Program of Science 2000 spins to find the rial ground state of this problem with 99 success ability in about 10 seconds, which is much faster than all the other proposed approaches. So one of the future plans for this current is in machine simulator. So the first thing is that we would like to make dissimulation closer to the rial, uh, GOP or optical system in particular for a first step to get closer to the system of a measurement back. See, I am. And to do this, what is, uh, simulate Herbal on the p a is this quantum, uh, condoms Goshen model that is proposed described in this paper and proposed by people in the in the Entity group. And so the idea of this model is that instead of having the very simple or these and have shown previously, it includes paired all these that take into account out on me the mean off the awesome leverage off the, uh, European face component, but also their violence s so that we can take into account more quantum effects off the g o p. O, such as the squeezing. And then we plan toe, make the simulator open access for the members to run their instances on the system. There will be a first version in September that will >>be just based on the simple common line access for the simulator and in which will have just a classical approximation of the system. We don't know Sturm, binary weights and Museum in >>term, but then will propose a second version that would extend the current arising machine to Iraq off eight f p g. A. In which we will add the more refined models truncated bigger in the bottom question model that just talked about on the supports in which he valued waits for the rising problems and support the cement. So we will announce >>later when this is available, and Farah is working hard to get the first version available sometime in September. Thank you all, and we'll be happy to answer any questions that you have.

Published Date : Sep 24 2020

SUMMARY :

know that the classical approximation of the Cortes in machine, which is a growing toe So the well known problem of And so this is And the addition of this chemical structure introduces learning process for searching for the ground state of the icing. off the analog spins to force the amplitude of the expense toe, symmetry in the system, which in turn creates chaotic dynamics, which I'm showing here is a moderation that ensure the 100 reproduction rate of the system to become positive on this forbids the creation of any non tree in the in the fpt So I'm not going to the details of how this is implemented the PGA. of the mattress Victor products since it's the bottleneck of the computation, uh, You see that the scaling off the numbers of metrics victor product necessary to solve So in red is the F B G. A presentation proposing Moreover, the relatively good scanning off the But which canning is bad So that, scheme scales well that you can find the maximum cut values off benchmark the instances, Uh, 14 and 15 of this G set can be We can find better faster than the state of the art algorithm and cp to do this which is a recount. So given that the performance off the design depends on the height the near future based on the, uh, implementation that we are currently working. the time of social skills as expression of square root off. And so the idea of this model is that instead of having the very be just based on the simple common line access for the simulator and in which will have just a classical to Iraq off eight f p g. A. In which we will add the more refined models any questions that you have.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
BrooklynLOCATION

0.99+

SeptemberDATE

0.99+

100 timesQUANTITY

0.99+

BerkeleyLOCATION

0.99+

Hong Kong Noise GroupORGANIZATION

0.99+

CIAORGANIZATION

0.99+

300 yardsQUANTITY

0.99+

1000 spinsQUANTITY

0.99+

IndiaLOCATION

0.99+

15 yearsQUANTITY

0.99+

second versionQUANTITY

0.99+

first versionQUANTITY

0.99+

FarahPERSON

0.99+

second partQUANTITY

0.99+

first partQUANTITY

0.99+

twoQUANTITY

0.99+

500 spinsQUANTITY

0.99+

ToshibaORGANIZATION

0.99+

first stepQUANTITY

0.99+

20QUANTITY

0.99+

more than 100 spinsQUANTITY

0.99+

ScottPERSON

0.99+

University of TokyoORGANIZATION

0.99+

500 g.QUANTITY

0.98+

MexicanLOCATION

0.98+

bothQUANTITY

0.98+

todayDATE

0.98+

KasichPERSON

0.98+

first versionQUANTITY

0.98+

firstQUANTITY

0.98+

IraqLOCATION

0.98+

third partQUANTITY

0.98+

13 clock cyclesQUANTITY

0.98+

43 clock cyclesQUANTITY

0.98+

first thingQUANTITY

0.98+

0.5 microsecondsQUANTITY

0.97+

JayPERSON

0.97+

HaiderLOCATION

0.97+

15QUANTITY

0.97+

one microsecondsQUANTITY

0.97+

SpainLOCATION

0.97+

about 10 secondsQUANTITY

0.97+

LPGAORGANIZATION

0.96+

eachQUANTITY

0.96+

500 timerQUANTITY

0.96+

one strategyQUANTITY

0.96+

both casesQUANTITY

0.95+

one errorQUANTITY

0.95+

20 wattsQUANTITY

0.95+

NinaPERSON

0.95+

about 0.1 microsecondsQUANTITY

0.95+

nineQUANTITY

0.95+

each graphQUANTITY

0.93+

14QUANTITY

0.92+

CMEORGANIZATION

0.91+

IraqiOTHER

0.91+

billions of neuronsQUANTITY

0.91+

99 successQUANTITY

0.9+

about 100QUANTITY

0.9+

larger than 500 speedsQUANTITY

0.9+

VectorORGANIZATION

0.89+

spinsQUANTITY

0.89+

VictorORGANIZATION

0.89+

last six yearsDATE

0.86+

oneQUANTITY

0.85+

one analogQUANTITY

0.82+

hamiltonianOTHER

0.82+

SimulatorTITLE

0.8+

EuropeanOTHER

0.79+

three neuro inspired principlesQUANTITY

0.78+

BosmanPERSON

0.75+

three systemQUANTITY

0.75+

trumpPERSON

0.74+

Xia PiosCOMMERCIAL_ITEM

0.72+

100QUANTITY

0.7+

one gearQUANTITY

0.7+

P.QUANTITY

0.68+

FPD eightCOMMERCIAL_ITEM

0.66+

first oneQUANTITY

0.64+

Escape Program of Science 2000TITLE

0.6+

CelticsOTHER

0.58+

TobyPERSON

0.56+

MachineTITLE

0.54+

Refugee ATITLE

0.54+

coupleQUANTITY

0.53+

TektronixORGANIZATION

0.51+

OpaOTHER

0.51+

P. J. OORGANIZATION

0.51+

BozemanORGANIZATION

0.48+

David Shacochis, CenturyLink & Brandon Sweeney, VMware | AWS re:Invent 2019


 

>>long from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Welcome back here to AWS reinvent 2019. Great show going on here in Las Vegas, where the Sands were live here on the Cube. Once again, covering it from wall to wall will be here until late tomorrow afternoon. David John Walls were doing by Joined by David. She coaches who is the vice president of product management for hybrid idea Century Lake. Good to see you, You guys and Brandon sweetie, who's the SPP of worldwide cloud sales at Veum With you be with you. This is gonna be a New England sports segment actually surrounded by ruin. Celtics, >>ESPN in Vegas, >>I remind you, the Washington Nationals are the reigning world. Serious shit. Wait a moment. Wait. Shark forever. A moment in time I got stuff. Let's talk about your relationship between via wearing set free like And what brings you here? A WSB offering. You're putting you guys that run on AWS. >>Maybe Maggie jumping and jumping. So look VM wear a long time player in the infrastructure space. Obviously incredible relationship with AWS. Customers want to transform their operations. They want to move to the cloud way have Vienna, where Claude, on a video B s. We continue to take tremendous ground helping customers build and build more agile infrastructure. Make that happen, Van. Where was built on our partners. Right centrally great partner MSP. And we think about helping customers achieve their business outcomes. Key partners like centrally make it happen. You've been a long term partner and done a lot of great things with us. >>Yeah, and really what? What Central Lincoln VM Where have done? I mean, really, we sort of created the manage private cloud market in the early days of managing the Empire solutions for customers, but really were and where we differentiate in other working with GM wear on AWS is really with elements of our network or the ability to take those kinds of solutions and make sure that they're connected to the right networks and that they're tied in and integrated with the customer's existing enterprise and where they want to go as they start to distribute the workload more widely. Because we run that network, we see a lot of the Internet traffic. We see a lot of threat patterns. We see a lot of things emerged with our cyber security capabilities and manage service is. So we add value there. And because of that history with BM wear and in sort of creating that hosted private cloud environment, there's There's a lot of complexity, friendliness inside of our service offer, where we can manage the inn where we can manage it in a traditional model that is cloud verified. And then you could manage it as it starts to move on to the AWS platform. Because, as we all know, and as even you know, Andy has referenced in different points, there's a just about every kind of workload can go to eight of us. But there are still certain things that can't quite go there. And building a hybrid solution basically puts customers in a position to innovate is what a hybrid solution is all about. >>That kind of moves the needle on some of those harder to move working in the M, where is such an obvious place to start? So you try to preserve that existing customer of'em, where customer experience but at the same time you want to bring the cloud experience. So how How is that evolving? >>Yes, it's a couple things, right? So l Tingley customers, they all want to move to the cloud for all the reasons we want security, agility, governance, et cetera. Right, but fundamentally need help. And so partners, like essentially help figure out which workloads are cloud ready, right? And figure that out and then to you, get to know the customer. Really well, begin the relationships that you have, right, and you can help them figure out which workloads am I gonna move right? And then that leads into more relationships on How do I set up d r. Right? How do I offer other service is through eight of us against those work clothes. >>There's a lot of things where being a manage service's provider for a V M were based platform or being. Amanda's service is provided for an AWS platform. There's a lot of things that you have in common, right? First and foremost is that ability toe run your operations securely. You've got to be secure. You know, you need to be able to maintain that bond of trust you need to be auditable. Your your your operations model needs to be something that transparent to the customer. You need to not just be about migrating workloads to the new and exciting environment, but also helping to transform it and take advantage of whether it's a V M where feature tool or next generation eight of us feature it's will. It's not just my great lift and shift, but then helped to transform what that that downstream, long term platform could do. You certainly want Teoh be in a posture where you're building a sense of intimacy with the customer. You're learning their acronyms. You're learning their business processes. You're building up that bond of trust where you can really be flexible with that customer. That's where the MSP community can also come in, because there's a lot of creative things we can do commercially. Contracting wise binding service's together into broader solutions and service level agreements that can go and give the customer something that they could just get by going teach individual technology platform under themselves >>and their ways >>where the service provider community really chips in. >>I think you're right and we think about helping Dr customers success manage service providers because of those engine relationship with customers. We've had tremendous success of moving those workloads, driving consumption of the service and really driving better business outcomes based on those relationships you have. >>So let's talk about workloads, guys. Course. Remember Paul Maritz when he was running the M word? He said Eddie Eddie Workload. Any application called it a device. He called it a software mainframe and Christian marketing people struck that from the parlance. But that's essentially what's happened pretty much run anything on somewhere. I heard Andy Jassy Kino talking about people helping people get off on mainframes. And so I feel like he's building the cloud mainframe. Any work less? But what kind of workloads are moving today? It's not. Obviously, he acknowledged, some of the hard core stuff's not gonna move. He didn't specify, but it's a lot of that hard core database ol TV transit transaction, high risk stuff. But what is moving today? Where do you see that going? >>Don't talk about some customers. >>Yeah, >>so a lot of joint customers we have that. I think you fall into that category. In fact, tomorrow on Thursday, we're actually leading a panel discussion that really dives into some customers. Success on the AWS platform that Central Lincoln are managed service is practice has been able to help them achieve what's interesting about that We have. We have an example from the public sector. We have an example from manufacturing and from from food and beverage example from the transportation industry and airlines. What's really interesting is that in all those use cases that will be diagramming out tomorrow, where VM Where's part of all of them, right? And sometimes it's because I am. Where is a critical part of their existing infrastructure? And so we're trying to be able to do is design, you know, sort of systems of innovation, systems of engagement that they were running inside of an AWS or broadly distributed AWS architecture. But it still needs network integration, security and activity back to the crown jewels and what's kept in a lot of those workloads that already running on the BM where platform So that's a lot of ways. See that a good deal with regards to your moving your sort of innovative workloads, your engagement workload, some of your digital experience, platforms you were working with an airline that wants to start building up a series of initiatives where they want to be able to sell vacation packages and and be very creative in how they market deliver those pulling through airline sails along the way. They're gonna be designing those digital initiatives in AWS, but they need access to flight flight information, schedule information, logistics information that they keep inside of there there. Bm where environment in the centralized data center. And so they're starting to look at workloads like that. We started to look at the N word cloud on eight of us being whereas it a zit in and of itself as a workload moving up to eight of us. There's a range of these solutions that we're starting to see, but a lot of it is still there, and he had the graphic up. There were still, in the very early days of clouded option. I still see a lot of work loads that are moving AWS theater in that system of engagement. How can I digitally engaged with my customers better? That's where a lot of the innovation is going on, and that's what a lot of the workload that are running in launching our >>I mean, we're seeing tremendous momentum and ultimately take any workload, wailed, moving to the cloud right and do it in an efficient and speedy path. And we've got custom moving thousands of workloads, right? They may decide over time to re factor them, but first and foremost, they could move them. They relocate them to the cloud. They can save a lot of costs. Out of that, they can use the exact same interface or pane of glass in terms. How they manage those work clothes, whether they're on Kramer, off Prem. It gives them tremendous agility. And if they decide over time, they have to re factor some workloads, which can be quite costly. They have that option, but there's no reason they shouldn't move. Every single worker today >>is their eyes, their disadvantage at all. If if you're left with ex workloads that have to stay behind, as opposed to someone who's coming up and getting up and running totally on the cloud and they're enjoying all those efficiencies and capabilities, are you a little bit of a disadvantage because you have to keep some legacy things lingering behind, or how do you eventually close that gap to enjoy the benefits of new technologies. Yeah, >>there's a sort of an old saying that, you know, if you're if you're if you're an enterprise, you know, that means you've had to make a lot of decisions along the way, right? And so presumably those decisions added value. It's your enterprise, or else she wouldn't be in enterprise. So it really comes out, too. Yeah, to those systems of records of those legacy systems way talk about legacy systems >>on Lian I t. Is the word legacy. I know it's a positive. United is the word legacy. A majority of >>your legacy is what the value you built up a lot of that, whether it's airline flight data or scheduling, best practices are critical. Crown jewels kind of data systems are really important. It really comes down to it. You're on enterprise and you're competing against somebody that is born in the cloud. How well integrated is everything. And are you able to take advantage of and pace layer your innovation strategy so that you can work on the cloud where it makes sense. You can still take advantage of all the data and intelligence you build up about your customers >>so talking earlier, You guys, it seems like you guys do you see that? That cloud is ultimately the destination of all these workloads. But, you know, Pac thinking about PacBell Singer, he talked about the laws of physics, the laws of economics and the laws of the land so that he makes the case for the hybrid >>Murphy's Law. >>Yeah, so that makes the case for the hybrid world. And it seems like Amazon. To a certain extent, it's capitulating on that, and it seems like we got a long way to go. So it's almost like the cloud model will go to your data wherever it iss. You guys, I think, helped facilitate that. How do you look at that? >>Yes. I mean, part of that answer is how much data centers are becoming sort of an antiquated model right there. There there is a need for computing and storage in a variety of different locations. Right, And there's that we've been sort of going through these cycles back and forth of you use the term software mainframe and the on the Palmer. It's kind, a model of the original mainframe decentralizing out the client server now centralizing again to the cloud as we see it starting to swing back on the other direction for towards devices that are a lot smarter. Processors that are, you know, finally tuned for whatever Internet of things use case that they're being designed for being able to put business logic a whole lot closer to those devices. The data. So I think that is what one of things that I think that said that one of the BM wears. A couple of years ago, data centers were becoming centers of data. And how are you able to go and work with those centers of data? First off, link them all together, networking lies, secure them all together and then manage them consistently. I think that's one of the things I am has been really great about that sort of control playing data plane separation inside your product design that makes that a whole lot more feet. >>I mean, it is a multi cloud, and it's a hybrid cloud world, and we want to give customers of flexibility and choice to move their workloads wherever they need, right based on different decisions, geographic implications, et cetera, security regimens and mean fundamentally. That's where we give customers a tremendous, tremendous amount of flexibility. >>And bringing the edge complicates >>edge, data center or cloud. >>It's so maybe it's not a swing back, you know, because it really has been a pendulum swing, mainframe, decentralized swing back to the cloud. It feels like it's now this ubiquitous push everywhere. >>Pendulum stops. >>Yeah, >>because there's an equal gravitational pull between the power of both locals >>and compute explodes everywhere. You have storage everywhere. So bring me my question of governance, governance, security in the edicts of the organization. You touched on that. So that becomes another challenge. How do you see that playing out what kind of roles you play solving that problem >>on the idea of data governance? Governance? Yeah. I mean the best way to think about our. In our opinion, the best way to think about data governance is that is really with abstraction. Layers and being ableto have a model driven approach to what you're deploying out into the cloud, and you can go all in with the data model that exists in the attraction layers in the date and the model driven architecture that you can build inside things like AWS cloud formations or inside things like answerable and chef and been puppet, their model, different ways of understanding what your application known state should be on. That's the foundational principle of understanding what your workloads are and how you can actually deliver governance over them. Once you've modelled it on and you then know how to deploy it against a variety different platforms, then you're just a matter of keeping track of what you've modelled, where you've deployed it and inventorying those number of instances and how they scale and how healthy there that certainly, from a workload standpoint, I think governance discipline that you need in terms of the actual data itself. Data governance on where data is getting stored There's a lot of innovation here at the show floor. In terms of software to find storage and storage abstractions, the embers got a great software to find storage capability called the San. We're working with a number of different partners within the core of our network, starting to treat storage as sort of a new kind of virtualized network function, using things like sifts and NFS and I scuzzy as V n F that you can run inside the network we want. We have had an announcement here earlier in the week about our central bank's network storage offer. We're actually starting to make storage and the data policy that allows you to control words replicated and where it's stored. Just part of the network service that you can add is a value add >>or even the metadata get the fastest path to get to it if I need to. If I prefer not to move it, you're starting to see you're talking about multiplied this multi cloud world. It seems like the connections between those clouds are gonna be dictated by that metadata and the intelligence tow. You know what the right path is, >>And I think we want to provide the flexibility to figure out where that data needs to reside. Cross cloud on, Prem off from, and you can just hear from the conversation, David, level of intimacy some of our partners have with customers to work through those decisions. Right, if you're gonna move those workloads effectively and efficiently, is where we get a lot of value for our joint customers. >>I mean, she's pretty fundamental to this notion of digital transformation that's ultimately what we've been talking about. Digital transformation is all about data putting data at the core, being able to access that, get insights from it and monetize, not directly, but understand how data affects the monetization of your business. That's what your customers >>and I think we >>wantto. Besides, I think we want to simplify how you want to spend more time looking up. Your applications are looking down your infrastructure, right? Based on all the jury, are drivers across the different business needs. And again, if we can figure out how to simplify that infrastructure, then people could spend more time on the applications because that's how they drive differentiation in the market, right? And so let's simplify infrastructure, put it where it needs to be. But we're going to give you time back to drive innovation and focus on differentiating yourself. >>You know, it's interesting on the topic of digital transformation reindeer. So right, sort of an interesting little pattern that plays out for those of us that have been in the service of writer community for a little while that a lot of the digital transformation success stories that you see that really get a lot of attention around the public cloud like eight of us. The big major moves into going all in on the public cloud tend to come from companies that went all in on the service provider model 10 years ago, the ones that adopted the idea. I'm just gonna have somebody do this non differentiating thing for me so that I can focus on innovation, are then in a better position to go start moving to the cloud as opposed to companies that have been downward focused on their infrastructure. Building up skill sets, building up knowledge base, building up career, path of people that, actually we're thinking about the technology itself as part of their job description have had a hard time letting go. It sort of the first step of trusting the service provider to do it for you lead you to that second step of being able to just leverage and go all in on the public lab. >>And customers need that help, right? And that's where if we can help activate moving those workloads more quickly, we provide that ability, put more focus on innovation to Dr Outcomes. >>I know you're talking about legacy a little bit ago and that the negative connotation, I think. Tom Brady, Don't you think I wanna run number seven? I haven't had a home smiling Would always do it back with more. We continue our coverage here. Live with the cube, where a w s rivet 2019.

Published Date : Dec 5 2019

SUMMARY :

Brought to you by Amazon Web service With you be with you. via wearing set free like And what brings you here? We continue to take tremendous ground helping customers build and build more agile infrastructure. and make sure that they're connected to the right networks and that they're tied in and integrated with the customer's existing That kind of moves the needle on some of those harder to move working in the M, where is such an obvious place to start? And figure that out and then of trust where you can really be flexible with that customer. driving consumption of the service and really driving better business outcomes based on those relationships you have. He called it a software mainframe and Christian marketing people struck that from the And so they're starting to look at workloads like that. They relocate them to the cloud. behind, or how do you eventually close that gap to enjoy the benefits of new technologies. there's a sort of an old saying that, you know, if you're if you're if you're an enterprise, you know, United is the word legacy. And are you able to take advantage of and pace layer your innovation strategy that he makes the case for the hybrid Yeah, so that makes the case for the hybrid world. out the client server now centralizing again to the cloud as we see it starting to swing back on the other direction for That's where we give customers a tremendous, It's so maybe it's not a swing back, you know, because it really has been a pendulum of governance, governance, security in the edicts of the organization. Just part of the network service that you can add is a value add or even the metadata get the fastest path to get to it if I need to. And I think we want to provide the flexibility to figure out where that data needs to reside. I mean, she's pretty fundamental to this notion of digital transformation that's ultimately what we've been talking about. Besides, I think we want to simplify how you want to spend more time looking up. a lot of the digital transformation success stories that you see that really get And that's where if we can help activate moving those workloads Tom Brady, Don't you think I wanna

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavidPERSON

0.99+

AmazonORGANIZATION

0.99+

AWSORGANIZATION

0.99+

David ShacochisPERSON

0.99+

Paul MaritzPERSON

0.99+

Tom BradyPERSON

0.99+

Las VegasLOCATION

0.99+

ClaudePERSON

0.99+

AndyPERSON

0.99+

New EnglandLOCATION

0.99+

ESPNORGANIZATION

0.99+

eightQUANTITY

0.99+

2019DATE

0.99+

CenturyLinkORGANIZATION

0.99+

David John WallsPERSON

0.99+

BrandonPERSON

0.99+

FirstQUANTITY

0.99+

Andy Jassy KinoPERSON

0.99+

AmandaPERSON

0.99+

todayDATE

0.99+

oneQUANTITY

0.99+

ViennaLOCATION

0.99+

second stepQUANTITY

0.98+

late tomorrow afternoonDATE

0.98+

VegasLOCATION

0.98+

10 years agoDATE

0.98+

bothQUANTITY

0.98+

Brandon SweeneyPERSON

0.98+

PacPERSON

0.98+

CelticsORGANIZATION

0.97+

first stepQUANTITY

0.97+

tomorrowDATE

0.97+

firstQUANTITY

0.96+

Washington NationalsORGANIZATION

0.95+

PacBell SingerPERSON

0.94+

VeumORGANIZATION

0.93+

GMORGANIZATION

0.92+

BM wearORGANIZATION

0.92+

KramerORGANIZATION

0.92+

Central LincolnORGANIZATION

0.91+

couple of years agoDATE

0.91+

Amazon WebORGANIZATION

0.9+

VMwareORGANIZATION

0.9+

PremORGANIZATION

0.88+

Century LakeORGANIZATION

0.88+

thousands of workloadsQUANTITY

0.84+

single workerQUANTITY

0.81+

UnitedORGANIZATION

0.8+

Murphy's LawTITLE

0.8+

up to eight ofQUANTITY

0.75+

N wordORGANIZATION

0.75+

Central Lincoln VMORGANIZATION

0.74+

Invent 2019EVENT

0.73+

tomorrow onDATE

0.72+

TingleyPERSON

0.69+

PalmerORGANIZATION

0.68+

MaggiePERSON

0.63+

Eddie WorkloadTITLE

0.62+

more feetQUANTITY

0.59+

ChristianOTHER

0.57+

ThursdayDATE

0.56+

VanPERSON

0.55+

sevenQUANTITY

0.5+

EddiePERSON

0.47+

SandsPERSON

0.38+

Greg Karamitis, DraftKings | Actifio Data Driven 2019


 

>> from Boston, Massachusetts. It's the queue covering active eo 2019. Data driven you by activity. >> Welcome back to Boston, Everybody. Money >> belong here with my co host, a student of John >> Kerry's. Also here today You watching the Cuban leader and on the ground tech coverage. This is day one of active fio 19 data driven content Conference hashtag data driven 19 red cara minuses. Here is the senior vice president of fantasy Sports A draftkings Greg. Thanks for coming on. What a cool title. >> Yeah, it's It's, you know, I was joking with my wife. Anytime you could be working fantasy sports, it's a great place to be. Everybody's a little bit jealous. >> So the formula is easy, right? Offer big giant prizes and everybody comes And that's all there is suing. Anybody can come >> in. I just have the dream job right now. >> So hugely competitive market. You guys, you become the >> leader. We were in the radio. Check out your websites. I mean, take us through the draft kings and your ascendancy. How you got here? >> So, you know, company started in 2012 initially around sort of the major big American sports on DH. Then really a CZ. We started scale that we saw there was a huge consumer interest in the product players that would come on. We're very, very, very sticky. Um, and we've just been kind of, you know, pushing, pushing on growing that using these. So the initial founders are three former analyst. So come on. It's always been sort of a very analytically driven company. So they looked at what we were dealing with, and it was we had L TVs that were way higher than our cracks. So let's keep marketing and growing and growing and growing and finding out ways to offer a better product. So, over 2015 we did a major marketing blitz, blew up the company Absolutely huge. Um, and since then we've been just constantly innovating, adding new sports, adding new features on DH, adding ways toe on the product. And then even more recently, just about a year ago, we expanded also into online sports betting over New Jersey has that's become a legal product across the U. S. So it's been a great time to be at the company a lot of fun. >> What what was your first sport was like Amazon started in books and then, you know, scaled out what was your first sport. So it's actually the first sport was >> baseball because of the time that they actually launched. So is the middle of April. Sporting calendar is a little bit thin. Right then, so is it was baseball to start, and then once football season started, that's really when things take on >> 2015 is when you started the marketing blitz and I remember just here in the ads and it was just intense, like a while. This company's going for it. So you sort of took >> all the chips I went >> all in and it worked. Yeah, I mean, it's part of the, you know, the lifeblood of the company. It's We're a company that ends up being taking risks, but we take calculated risks. So at any given point, you sort of say, like, Hey, what is the what is the range of outcomes over here? We're not playing for second place. We want to be a market leader, so you have to take risks in order, be a market leader. So let's take calculated risks. Let's make sure we're not being insane, but you know we did the math. We figured out what? This is A This is a worthwhile shot. We pushed him for it. Andi really took off from their love to bet on >> sure things. Yeah, well, Greg, we know the people that play the fantasy for it feel that data is what differentiates whether they're going to live in, you know, winner lose. Talk to us a little bit about the data journey inside your business And how that helped differentiate draftkings in the market. Yes. So we think Death draftkings >> is one of the most analytically based companies in the, you know, definitely in the market, but also into sort of like General Cos right now we use our analytics platform to inform pretty much everything we dio on. Go to your point. You're joking. You know, it seems like fantasy sports is easy throughout some giant prizes there, and everything will take care of itself. You know, running a fantasy sports car company. If you throw out a contest that's too big, you lose a ton of money. There's a lot of asymmetric risk in the business where if we're right, we make a little bit more. But if we're wrong. We lose a ton very, very, very fast. So our ability to be very, very sound analytically is what allows us to sort of pushed the envelope and grow, grow, grow but not, you know, lose our heads along the way. You know, some of the fun of that is really, you know, when we first ran, I think one of the most game changing contest we ran was actually back in October of 2014. It was the very first millionaire maker contest I could still remember. It was Week five of the 2020 14 NFL season where we said, Hey, this it's crazy. We need crazy things that happen in order for it to work. But if we're on a $20 contest to enter with $1,000,000 top prize and 2,000,000 of total prizes, it could go viral, go absolutely crazy. And if it loses, here's how it'll losing. Here's how much will hurt us. It's a worthwhile risk. Let's go for it. So that sort of energy of, you know, doing discipline analysis and constantly sort of them. Taking the risk on the back of it is what allowed us to build >> up the brand value that you would have got out of that was sort of worth that risk in part anyway. And you wouldn't have to hurt presumably. >> Exactly. We knew our downside. As long as you know your downside, you're normally in a pretty good spot to take those risks. >> So where do you >> see this All going mean? So the company has grown. You're at this kind of critical mass now, Like we said, highly competitive, you know, knock down. You know, if you take your eye off the ball. So how do you guys keep this going? >> So we have a huge challenge ahead of us over the next couple of years, as sports betting becomes legal across the US, we need to make sure that we are one of the top competitors in that market. Sports betting in the US, we expect to be an absolutely enormous market. It will probably be significantly larger than the fantasy sports market in terms of absolute revenue and even, you know, on order of magnitude more competitive. So we need to be executing each step along the way a CZ markets open up. We need to be able to get into getting two market very, very fast. And that means our tech team needs to be working feverishly to make sure that we can hit the requirements that each legislator and each regulator puts on market entry in their state. We didn't mean making sure we're constantly figuring out what are the product elements that are absolutely critical for our for our users. Is it Maura around the live betting experiences that around the different markets that you offer? It's around pricing. And how do we find these things, these different lovers and told them to make sure that we're putting out a great product for users. And if we do that and throw a great product after users were pretty sure we can make you want >> to be one stop shopping presumably, right? I mean, all sports, right? But But then you've got these niche sports betting. I mean eggs, invest. Example. I could think of this horse racing. You know where it is alive. It's gonna video. It's got commentators on the ground that you know the business really well. Is >> that Is that the strategy to go sort of horizontal and so be a one stop shop or you >> gonna sort of pick your spots? What is the day to tell you? >> You know, I think we're constantly talking about it. One of the things that allowed our fantasy sports business to grow so fast was going a little bit more horizontal. So we offered Gulf in Mass at a time period when the primary competitors and the space vandal did not. On DH, we built that product into one of our largest sports. It's, you know, right up there with MLB in terms of the actual size that that comes in a Z have gone also horizontal, we pulled in other places, like NASCAR. Mm, a great sports that people are interested in. It gets more users into our platform. And honestly, if uses are interested in a product, we don't want them to have to go elsewhere. We want to be able to have the offerings that any sort of, you know, critical mass type environment is going toe is gonna have >> Well, it's that experience, right? Well, I like to shop in Amazon. You do, too, because I >> trusted. And it's the same user experience. So, Greg, one of things >> I'm hearing from you is something that everybody tries for, but it's really challenging that speed. How do you react that fast and move the company into new markets and new offerings and keep innovating? You know, culturally technology wise, you know, How does Draftkings do that? You know, I think a za company, you know, from really every single person that we recruit in higher We've been actually execution Aly disciplined throughout the company's history. It's It's something that our founders did a great job of instilling in the culture right at the gates. I mean, we've tried to foster all the way along the way, which is all the best strategies of the world. They're going to fail if you can't execute well and every single person down the company knows that. And we try to, you know, enable each person to be as autonomous as possible in their ability to execute their their portion of the business that allows us to move really, really, really fast. You know, we disseminate that responsibility quickly, and each leader and sort of each person knows what they have to do to execute. There's a high degree of accountability behind that, you know, I'd like to say there's some. There's some magic recipe that's, um, secret sauce, but it's a lot of just great people doing great work everyday. Well, Greg, you know it's any your competitors that they look at, You know, Boston's been been doing pretty well in Draftkings era, you know, for the last few years. ES o Boston's been a great market for us. We've expanded Conover here on DH. The sports teams have been fantastic, although the Bruins it was a little bit sad about Game seven over there, but it happens. >> So his m o be the flagship news that no, I wouldn't say >> that MLB was first, primarily just of the time of the year when we launched. NFL is always going to go, are not always going to be, but for the for the foreseeable future is the dominant US sport on will remain the dominant US for >> no reason. I mean, kids there watch MLB anymore. Maybe the maybe the playoffs and the games. It was a game. I think I'm some Father's day was like almost five hours long, you know, gets called. You can come in and out. But you know what some of the trends. You see soccer. Is that growing NFL? Obviously huge. Do you see so niche sports like lax coming on. >> So, uh, you know, starting point NFL has been huge. We actually launched a new product Ah, little over a year ago called Showdown, which allowed you start to do fantasy for a single game as opposed to the combination of games that's taken off fantastically because that's tapping into more of the I'm going to sit down and watch this game, and I would love to have a fantasy team on that on this game. That's really expanded the audience like that. That >> was genius because, look, if you're >> out of the running, it doesn't matter because I'm weak. On top of that N b A and NHL on fire. The embassy put out a great product is an actual sport league. You know, the Finals were great. You hate to see the injuries, but it was a great final. Siri's very competitive. The NHL Finals has been very, very competitive. Golf is growing phenomenally as a sport, way farm or interesting golf than I ever anticipated when I first started with the company and it's one of the most exciting things. When the Masters comes each year, every screen has turned to it and we see a huge player. Player number is kind of coming into that one. Beyond that, you know NASCAR. What's been interesting? NASCAR's been having a tough couple years, but the Truck series for us? We launched it this year and the trucks have been great. I don't know if you've watched NASCAR Trucks. They're wildly entertaining. Uh, you know, Emma, you got the big fighter. So every sport sort of has its moments. It's a matter of like picking those moments and figuring out how to make >> the most of them. Do you see boxing at all making a comeback? >> So we have thought about how to get boxing into a into a fantasy. We don't have it at the moment. We're putting a lot of thought into it, so we are actually seeing through. We've seen, you know, we've been in the M M A space and we've seen the growth out from there where that sports doing great and you look at places like Bela Tor. The Professional Fighters league is other leagues, and then boxing is the next step. There's a lot of interest there. I don't think they have the right products yet to be able to kind of engage with that extra way. So that's one of things we're working on. Also, you need a marquee fighter. You always need a marquee fighter. Kind of helped bring in the interest over on that side. So, um, be interesting to see with Taki on sort of the downside of his career. At this point on DH, Mayweather hasn't been fighting much. Will be interesting to see. Who's that next meeting with Adam. But >> I grew up in an era >> of Marquis fighters. What? They would fight, you know, they literally fight 6 70 times a year, you know, and you had used huge names on DSO, and then mm comes along and he's really hurt, >> but it feels like it's tryingto so to resuscitate. Yeah. I mean, I think these things could >> be a little bit cyclical. Like you get one Marquis fighter out there like so my wife, this Filipino. So I'm a huge backing out fan now way watch every fight. Even when we were living in remote locations that forces watching at weird hours. He's a type of athlete that could bring popularity of the sport. So if there was a major U. S. Fighter that gains that degree of sort of, you know that that degree of fame people will be into it, I think >> Do do do your analytics sort of have a probe into the activity at the at the fan level at the sports level, not just the fantasy level or the betting level? Is that a sort of ah ah predictor for you? Yet we >> see a lot of correlations between how many people play our sport are fantasy game, and how many people actually follow the underlying sport. Way can also see trends in terms of If I'm from Boston, I probably pick more patriots in my fantasy lineups than, uh, normal on DH. You can actually see that as people play different sports that you know, the number one Q. Be drafted in in Boston is almost always gonna be Tom Brady. And once you leave that you start seeing Aaron Rodgers pop up. Let's really, really fast. So you see these little micro trends where it's like you are still a sports fan of your local team in your local environment, but it manifest itself in the fantasy. >> So what you think that is? Do you think it's fan affinity >> or do you think it's just the sort of lack of knowledge out inside? You're sort of a circle of trust. >> I think it's probably a combination. I mean, I could say is, you know, following the Celtics in the mid to thousands, I knew the depth of the Celtics pension, how they would use their rotation better than anybody else, Probably better than anybody else in the coaches would probably disagree. But it's like I knew that James Posey was a huge value play on Saturday nights. I knew. I kind of with I feel the Eddie House nights. Uh, so, you know, on your local team, you probably know those players at the not the top top echelon All Stars, but the guy's right beneath. You know them a little bit better and probably more comfortable using >> what's your favorite sport. >> So my favorite sport, from a fantasy perspective, is I play all the basket. I play all football, played basketball just during play offs, and I played baseball. But baseball I'm strictly a fantasy player. I don't really follow the sport to play. I'm just playing fantasy. Okay, >> That's great. So, what do you think? The conference. Here. >> You have you Have you had any timeto interact? I know you were swamped after coming off the stage. >> You know, it looks like a great turnout over here. There's a lot of enthusiasm amongst them from people. I was a little bit late to the late to show up this morning, so I got a bit Swanson eager to go and be able to catch up a bit more. >> Okay, Well, Greg, thanks so much for coming on. The Cuba's great to have your every pleasure meeting you. >> All right, people. Right there. Still, when I >> was back with our next guest, John for it is also in the house. You wanted The Cube from active field data driven 19. Right back

Published Date : Jun 18 2019

SUMMARY :

Data driven you by activity. Welcome back to Boston, Everybody. Here is the senior vice president of fantasy Sports A draftkings Greg. Yeah, it's It's, you know, I was joking with my wife. So the formula is easy, right? You guys, you become the How you got here? So, you know, company started in 2012 initially around sort of the major big American sports So it's actually the first sport was So is the middle of April. So you sort of took Yeah, I mean, it's part of the, you know, the lifeblood what differentiates whether they're going to live in, you know, winner lose. You know, some of the fun of that is really, you know, And you wouldn't have to hurt presumably. As long as you know your downside, you're normally in a pretty good spot to take those risks. Like we said, highly competitive, you know, knock down. Is it Maura around the live betting experiences that around the different markets that you offer? It's got commentators on the ground that you know the business really One of the things that allowed our fantasy sports business to grow so fast was going a Well, I like to shop in Amazon. And it's the same user experience. And we try to, you know, enable each person to be as autonomous as possible in their ability to execute their the dominant US for you know, gets called. So, uh, you know, starting point NFL has been huge. Uh, you know, Do you see boxing at all making a comeback? you know, we've been in the M M A space and we've seen the growth out from there where that sports doing great and you look at They would fight, you know, they literally fight 6 70 times a year, you know, I mean, I think these things could So if there was a major U. S. Fighter that gains that degree of sort of, you know that that degree that you know, the number one Q. Be drafted in in Boston is almost always gonna be Tom Brady. or do you think it's just the sort of lack of knowledge out inside? I mean, I could say is, you know, following the Celtics in the mid to thousands, I don't really follow the sport to play. So, what do you think? You have you Have you had any timeto interact? I was a little bit late to the late to show up this morning, so I got a bit Swanson eager to go and be able The Cuba's great to have your every pleasure meeting you. Still, when I was back with our next guest, John for it is also in the house.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
AdamPERSON

0.99+

GregPERSON

0.99+

JohnPERSON

0.99+

2012DATE

0.99+

Aaron RodgersPERSON

0.99+

Greg KaramitisPERSON

0.99+

$1,000,000QUANTITY

0.99+

October of 2014DATE

0.99+

EmmaPERSON

0.99+

Tom BradyPERSON

0.99+

USLOCATION

0.99+

New JerseyLOCATION

0.99+

TakiPERSON

0.99+

NASCARORGANIZATION

0.99+

2015DATE

0.99+

$20QUANTITY

0.99+

SiriTITLE

0.99+

James PoseyPERSON

0.99+

AmazonORGANIZATION

0.99+

KerryPERSON

0.99+

Boston, MassachusettsLOCATION

0.99+

todayDATE

0.99+

U. S.LOCATION

0.99+

BostonLOCATION

0.99+

each yearQUANTITY

0.99+

first sportQUANTITY

0.99+

each legislatorQUANTITY

0.99+

AndiPERSON

0.99+

each regulatorQUANTITY

0.99+

BostonORGANIZATION

0.99+

CelticsORGANIZATION

0.99+

each stepQUANTITY

0.99+

Father's dayEVENT

0.99+

each personQUANTITY

0.99+

oneQUANTITY

0.98+

DraftkingsEVENT

0.98+

2019DATE

0.98+

Saturday nightsDATE

0.98+

second placeQUANTITY

0.98+

firstQUANTITY

0.98+

OneQUANTITY

0.97+

MLBEVENT

0.97+

this yearDATE

0.97+

NHLEVENT

0.97+

MarquisPERSON

0.96+

BruinsORGANIZATION

0.95+

a tonQUANTITY

0.94+

ShowdownTITLE

0.93+

each leaderQUANTITY

0.93+

SwansonPERSON

0.92+

single gameQUANTITY

0.91+

AmericanOTHER

0.91+

a ton of moneyQUANTITY

0.91+

ConoverORGANIZATION

0.9+

CubanOTHER

0.9+

next couple of yearsDATE

0.9+

DHPERSON

0.9+

first millionaireQUANTITY

0.9+

this morningDATE

0.89+

one stopQUANTITY

0.88+

s a yearQUANTITY

0.88+

two marketQUANTITY

0.87+

every screenQUANTITY

0.87+

over a year agoDATE

0.85+

couple yearsQUANTITY

0.85+

19 red caraQUANTITY

0.85+

CubaLOCATION

0.85+

Boston,LOCATION

0.84+

single personQUANTITY

0.84+

2,000,000 ofQUANTITY

0.83+

about a year agoDATE

0.82+

Week fiveQUANTITY

0.82+

Marc Crespi, ExaGrid Systems | VeeamON 2019


 

>> Live from Miami Beach, Florida, It's theCUBE covering VeeamON 2019. Brought to you by Veeam. >> Welcome back to Miami, everybody. This is Dave Vellante with Peter Burris. We're here at day one at VeeamON 2019. This is CUBE's 3rd year of doing VeeamON. We started in New Orleans, it was a great show. Last year was Chicago, and here, Miami at the Fontainbleau hotel. Marc Crespi is here, he's the vice president of sales engineering for the Americas at ExaGrid Systems Cube. Hello Marc, good to see you again. >> Good to see you. >> Thanks for coming on. So, give us the update. What's happening with ExaGrid? You guys got new headquarters in Marlborough. Marlborough's happening these days, right? We got the new shopping spa, and the mayor's going crazy, so give us the update on ExaGrid. >> Yes, so we just moved into a beautiful new headquarters in Marlborough and share it with some great other companies. The company continues to grow rapidly, double digit growth year over year, one of the few companies in this category that's growing that quickly. So everything's great. >> What's driving the growth? >> Well, customers are looking to fix the economics of backup. They've been spending too much money on it for a lot of years, so they look at products now, they want them to be simple, easy to use, and very cost-effective and we drive that trend very hard. >> Yeah I mean that doesn't really describe- what you just described, simple, easy to use, and cost-effective really doesn't describe backup for the past 20 years. So what are you doing specifically to make it simple, cost-effective, and easy to use? >> Well, first of all, by working with companies like Veeam. Veeam is a very easy-to-use product, it's very intuitive and then our product integrates very well with it so the products work together very well and makes just a very simple solution. >> What do you see as other big trends in backup? showed a slide today, 15 billion dollars. A big chunk of that, maybe close to half of it was backup and recovery, there's all kind of other stuff: data management, analytics, etc, etc, etc. What do you see, obviously cloud, you talked about the big superpowers, what are the big trends that are driving your business and more importantly, your customers transformation? >> Well, customers are looking to reduce the amount of data that they actually have to move. So, incremental technology's a really big- themes of pioneer in that, obviously doing incremental backups and that saves time and effort, saves space, along with data deduplication, it really makes for cost-effective storage solution. >> Talk a little bit more about why you're growing, how you sort of uniquely compete in the marketplace with some of the big whales. >> Sure, so our most unique feature is our architecture, and it has both technical aspects and economic aspects. Because we're a scale-out architecture, meaning that with every capacity increase of your data, we're not just adding storage, we're adding CompuPower network memory, etc. so that we keep the backup times very, very, very low. That also makes for a very cost-effective architecture because what we've done is you can scale out pretty much infinitely and we've also eliminated the concept of the end of a life of products. So we never force our customers into mandatory refreshes so their economics are very predictable over a long period of time. >> What do you see as the biggest use cases today that are driving your business? I mean, obviously, backup and recovery, I talked earlier about some of these emerging data management, cloud obviously, is this big, Edge, you seeing much going on there. What are some of those workloads and use cases that you see? >> I think probably one of the biggest use cases these days is what I would call instant recoveries, meaning that rather than doing a traditional restore, which could take a long number of minutes to hours. Customers will actually run production workloads off of the backup target as a way to get users back productive more quickly than would've been done in the past. >> Yeah, and that's key because you see in RPO and RTO's sort of companies putting more and more pressure on the IT groups to shrink those times, presuming you're seeing that in conjunction with digital, digital business, digital transformation. You talked about architecture before. What about your architecture and maybe with your partnership with Veeam allows customers to shrink those RPO and RTO times? >> I think the other aspect of our architecture that's very unique is what we called adaptive deduplication. One of the things we looked at when we architected the product was deduplication is obviously a very effective technology, but what are potential cons. Things that would make it less effective in backup. And one of the things we realized was if you put deduplication in the middle of the backup window and due to deduplication while the backups are running, then you could interfere with the speed of disk. So we do something called adaptive deduplication which means that we allow the object from the backup software to land and then we deduplicate and replicate them in parallel, but we make sure that we're not throttling the backups. So, we provide disk speeds even though we use deduplication. >> Okay. So, that's an example of one of the things you're doing to sort of improve it. How about Veeam integration? Is there anything specific there that you're doing that we should know about? >> Well, part of it is because of adaptive deduplication and because we maintain complete copies of backups. We uniquely support instant Veeam recovery like no other vendor can. Furthermore, we run what's called the Veeam data remover which is actually Veeam technology runs inside of our appliance and sets up a optimized communication protocol with the Veeam software that allows us to do a number of great things. >> Wait, double click on on that. So, is it an efficient protocol or is there other sort of accelerators that you've got in there? >> The protocol is optimized, and then we do some other acceleration around how you do synthetic folds and things of that sort that are unique to the data mover. >> And you have news with Veeam this week, do you not? >> Yes, we do. We're announcing something called ExaGrid backup with Veemam and what it is in a nutshell is the ability for a customer to purchase both technologies from their preferred reseller by just ordering one part number. So it dramatically simplifies the acquisition of the two technologies and allows customers to simplify the buying process. >> So Veeam, I know, is all channel sales. How about you guys? How do you go to market? >> We also are, yes. >> So, talk more about your go-to market. What do you have? Like, an overlay sales force that it helps facilitate? You got partners? Maybe you can talk more about your ecosystem. >> Well, we have a worldwide sales force and our sales people, the people that do the selling, work directly with our partners, so we don't have a specialized channel workforce, but we have a specialized channel strategy, and our entire sales team is very well trained on the channel, how to work with the channel, and make them happy and successful. >> So, backup for a long time time was kind of an afterthought. It was non-differentiated. You just did what you needed to make sure the devices could be recovered. >> Yeah, you bolted it on. >> You bolted it on. >> Right. >> Increasingly, it's becoming recognized as a central capability to any digital business, because if your data goes away or your data's no longer available, your digital business is gone. >> Right. >> That suggests we're going to get a greater degree of differentiation in the types of devices, in the types of systems, etc, that are going to become part of a backup solution. First of all, do you agree with that? And then secondly, go back to the use cases, where do you guys see yourselves fitting into that increasingly federated backup capability? >> Well, I certainly do agree with it. I mean, it's always been a necessity, but now even with things like Ransomware and the cryptoviruses, and things of that sort, it's even more important than it's ever been. It's no longer just data loss, etc. So, we fit into that trend and we'll continue to fit into that trend by continuing to drive the economics through the floor. Customers want that level of protection, it's a little bit like insurance. You need the protection, but you don't want to pay a dollar more than you have to, right? So you want to put it on an economic diet, and the way our technology evolves, we come out with denser, faster systems at a lower cost per terabyte just about every year. And we'll continue to do that. >> So do you anticipate then that there's going to be specialized use cases or are you just going after taking costs out of the equation? >> It's not so specialized because it's very horizontal. Everybody does it and everybody backs up all their data. So, we don't specialize in any one area of the data center like database or anything of that sort. We go wherever the customer needs us to go inside their data center. >> It's in the data center, sorry David, it's in the data center. >> In the data center, we also have a cloud offering, we have partners that will offer disaster recovery as a service, so they'll have data centers that manage on behalf of the customers, and we also have an offering that goes into Amazon web services. And, shortly, we'll be coming out with one for Azure. >> And that is what? A software based offering that uses the cloud as a target? >> Correct, it's a virtual appliance that you can replicate into the cloud. >> All right. We don't have much time left tonight, we have a really important topic to cover, which is, we talked about last year, but I want to bring it up again, which is sports. >> Yup. Why don't we talk Boston sports, we could talk about Warriors. I got a question for you, but- >> I'll watch >> I asked you last year, and I think it was May, we were in Chicago, I said "Would you have traded Tom Brady?" At a time when the sentiment was, he was done. And you said "No way, absolutely not." You, Peter McKay, and Patrick Osmond all said emphatically no, you made the right call. So good job. >> Thank you. >> Your thoughts? >> Would never trade him. He can play until he's 100 for all I care. As long as he keeps performing at such a high level, why would you lose him? >> And then, of course, the Red Sox, 108 wins, that was an amazing gift that they gave us. So, I don't know if you're a baseball fan. >> I am. >> All right, I got to ask you, Peter. Are the Warriors the greatest basketball team in the history of basketball? >> Well, let's see... >> Brendan says yes. >> They are the best basketball team at a time of the most competitive NBA. Some of the rules have changed, but the athletes are better, they're more conditioned, they are more knowledgeable by how to play this game, and they are the best team in basketball without Kevin Durant and without Boogie Cousins. >> Yeah. >> So ... hard to argue. >> They're sweeping Portland without Durant which is pretty amazing. So Brendan, for years, has been trying to tell me that. You know, Brendan is our local basketball genius so, I don't know. >> Now, would the Warriors have beaten say a Bill Russell Celtics team with the Celtics- Bill Russell Celtics team rules? Maybe not. >> Yeah, I don't know. I would say I'm starting to come around to Brendan's way of thinking. But, Marc, we'll give you the last word here. VeeamON 2019, great venue here in Miami, very hip, hip company, hip venue, ExaGrid growing, double digit growth rate, so congratulations on that. Your final thoughts? >> Just great to be here, I always like coming to Veeam events, they're always very well attended, I get to meet a lot of customers and really enjoy it. >> Marc Crespi, thanks very much for coming to theCUBE. It's great to see you again. >> Thank you. >> All right, keep it right there everybody. Peter and I will be back with our next guest right after this short break. This is VeeamON 2019 and you're watching theCUBE.

Published Date : May 21 2019

SUMMARY :

Brought to you by Veeam. Hello Marc, good to see you again. and the mayor's going crazy, and share it with some great other companies. and we drive that trend very hard. So what are you doing specifically to make it and makes just a very simple solution. What do you see as other big trends in backup? the amount of data that they actually have to move. how you sort of uniquely compete in the marketplace so that we keep the backup times very, very, very low. What do you see as the biggest use cases today meaning that rather than doing a traditional restore, Yeah, and that's key because you see in One of the things we looked at when we architected one of the things you're doing to sort of improve it. and because we maintain complete copies of backups. So, is it an efficient protocol or is there other sort of and then we do some other acceleration around how you is the ability for a customer to purchase both technologies How do you go to market? What do you have? and our sales people, the people that do the selling, You just did what you needed to make sure a central capability to any digital business, a greater degree of differentiation in the types of devices, and the way our technology evolves, we come out with So, we don't specialize in any one area of the data center It's in the data center, sorry David, In the data center, we also have a cloud offering, you can replicate into the cloud. we have a really important topic to cover, which is, Why don't we talk Boston sports, and I think it was May, we were in Chicago, I said why would you lose him? that was an amazing gift that they gave us. in the history of basketball? Some of the rules have changed, but the athletes are better, So Brendan, for years, has been trying to tell me that. say a Bill Russell Celtics team with the Celtics- But, Marc, we'll give you the last word here. I always like coming to Veeam events, It's great to see you again. Peter and I will be back with

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavidPERSON

0.99+

Patrick OsmondPERSON

0.99+

Marc CrespiPERSON

0.99+

MarcPERSON

0.99+

BrendanPERSON

0.99+

Peter BurrisPERSON

0.99+

Peter McKayPERSON

0.99+

Kevin DurantPERSON

0.99+

Dave VellantePERSON

0.99+

PeterPERSON

0.99+

DurantPERSON

0.99+

New OrleansLOCATION

0.99+

ExaGridORGANIZATION

0.99+

Red SoxORGANIZATION

0.99+

ChicagoLOCATION

0.99+

MiamiLOCATION

0.99+

Tom BradyPERSON

0.99+

AmazonORGANIZATION

0.99+

two technologiesQUANTITY

0.99+

CelticsORGANIZATION

0.99+

MarlboroughLOCATION

0.99+

100QUANTITY

0.99+

last yearDATE

0.99+

VeeamORGANIZATION

0.99+

both technologiesQUANTITY

0.99+

15 billion dollarsQUANTITY

0.99+

Last yearDATE

0.99+

108 winsQUANTITY

0.99+

WarriorsORGANIZATION

0.99+

MayDATE

0.99+

3rd yearQUANTITY

0.99+

ExaGrid Systems CubeORGANIZATION

0.99+

Boogie CousinsPERSON

0.99+

Miami Beach, FloridaLOCATION

0.99+

tonightDATE

0.99+

one partQUANTITY

0.99+

CUBEORGANIZATION

0.98+

this weekDATE

0.98+

ExaGrid SystemsORGANIZATION

0.98+

OneQUANTITY

0.98+

oneQUANTITY

0.98+

VeemamORGANIZATION

0.98+

bothQUANTITY

0.97+

todayDATE

0.96+

FirstQUANTITY

0.95+

Bill RussellPERSON

0.95+

secondlyQUANTITY

0.94+

AmericasLOCATION

0.93+

CompuPowerORGANIZATION

0.9+

VeeamTITLE

0.83+

VeeamON 2019EVENT

0.81+

2019DATE

0.81+

a dollarQUANTITY

0.77+

one areaQUANTITY

0.75+

VeeamONEVENT

0.75+

much moneyQUANTITY

0.73+

VeeamEVENT

0.7+

halfQUANTITY

0.68+

day oneQUANTITY

0.68+

AzureORGANIZATION

0.66+

doubleQUANTITY

0.65+

FontainbleauLOCATION

0.64+

PortlandLOCATION

0.64+

VeeamONORGANIZATION

0.63+

NBAORGANIZATION

0.62+

BostonLOCATION

0.61+

RansomwareTITLE

0.59+

20 yearsQUANTITY

0.56+

Stefanie Chiras, Red Hat | Red Hat Summit 2019


 

>> live from Boston, Massachusetts. It's the queue covering your red. Have some twenty nineteen brought to you by bread hat >> and welcome back to the Red Hat Summit. We're live in the B, C, E C, the Boston Convention and Exposition Center, along with two metal men. I'm John Walls were joined by Stephanie Cheer us. Who is the vice president? GM and Red had Enterprise. Lennox? Yes. Good to see here. >> Nice to see you teach >> back in Boston, right back >> in Boston. Home turf. >> You feel at home here? I would give you a big day for you. Right. Relic comes out generally available now a big impact on the marketplaces. Talk about that baby that you've given birth through here today. >> Wear so excited and, you know, having put in all the time. Part of this is representing all the work the team has done and the communities have done. When you think about all the work that goes into a Lennox distribution, it is everybody. It's the communities, It's the partners. So we released the Red Hat Enterprise Lennox eight beta in November mid November. We've had forty thousand downloads of that beta since November. People who have provided feedback and comments, suggestions, all of that fed into what we've released today as the Red Hat Enterprise Lennox eight. General availability. So it's a big day, and part of it is we're just so proud of how we've done it and what we've done. And we've really redefined what are not the value of an operating system with Red Hat Enterprise on its eight >> Dannic students, even saying earlier. Excuse me still, but you're saying there's many years in the making, right? Twenty fourteen It was That was the last was when. Seven. >> That's right. It's been five years. >> And so Hobart Theatre, editor of Process That You went through especially, you know, through that beta stage of a little interested in that are a lot interested in that. In terms of of the changes that were still made at that time that once you heard from users and actually put it into practice, >> yes, so we one of the things that part of our subscription model is getting feedback from customers. It's critical for us and tow advocate for those asks upstream because, of course, everything we do is done upstream. So this is part of the way we build, I would say relate was quite different in the sense that I focus all the features and functions we put into it into two pockets. We wanted to make sure that it helped customers with all the changes that have happened in the industry, helped them run their business better. So things like, Is it hard to find Lenox skills? How did we build a Web console to make that easier? Is it hard to orchestrate a data center? We put in a new capability that's a rules based engine, as a software is a service offering in every rail subscription that takes all that we have learned in the market to how to run an efficient Lennox data center. And it sends that out an assassin offering toe every rail subscription owner right that helps them be more efficient. And then there's the whole set of features and functions we put in to help customers grow the business things like container tooling so they can take that one step into containers right from the operating system. Application streams pull in new versions, so I look at everything we've done. Is it relate, really focuses on running the business better, more efficiently and helping grow the business. It's combination of those two things, and the feedback has been great, right? The relic Beta was great. Some tweaks, some tuning. Some. I like how this is too hard. Take out the friction. That's what we were working on since November. >> Stephanie. It is fascinating to me because, you know, I remember last year Saturn with the right hat team. They talked about just that. The amount of change that goes in tow. Lennox, you know, talk about, you know, it's twenty one point six million lines of code. Over the last two years, a third of the code base has changed, and it's something that you know, since it's open source. There's a lot of visibility by the community has been coming for years, yet something you've been working on for five years. We know how much change there's been in the industry. You just talk a little bit about how you balance those dynamics of, you know, that the caves of released cycle. I understand there's going to be a very systematic approach going forward, as how releases are how right that looks at things >> and and one of the roles that we see that we play in the industry is sitting between all the innovation and the outlook work that's being done in the communities and the enterprise, customers who need to know that they're going to run this hardware and it's gonna work. They're going to run this application and it's going to work, and we serve to bridge that gap in between. We advocate for our customers upstream. We make sure that innovation has tried true and tested by the time it reaches them in rail and we sit in that bridge. So to your point, we're constantly getting input from customers about things that are critical to them, things like life cycle capabilities. Now in an upstream community, they probably don't care about a ten year life cycle. But if you're running it on the floor of a data center, they do and we bridge that gap, feeding that back and forth, and it is a bit of a balance. We need to make sure we're pulling in the next generation of things that are important. But we're also protecting what's important to accustom, earthy, enterprise level and honestly stew. It's a constant given take and a constant balance. But, you know, there are a few things that we hold on principle one, it will always be upstream first to it will always serve our customers. In the enterprise. We do it on their behalf. So you know, the beauty of open source is everyone can play in the three million communities that exist in all of that innovation, the challenges everyone can play. So now how do you take that and run your business on it? That's where we come in. So this is why it's so important in this subscription, we constantly get that input from customers. >> Yeah, absolutely way. When we look at this face in the cloud world, I'm kind of used tto running on the latest and greatest on platform. Takes care of it. And as we you know, customer state, they're living in that hybrid and multi cloud world, and we need to bridge from the old. Okay, I'm running in minus two because I haven't finished testing it yet. I want to make sure I've got the latest security one of Les trois and care of the latest features. So I need to be ableto balance both of those, and it's challenging. >> It is challenging and to your point balancing, that is, you know, we had focused on relate because we really wanted to change the >> value. >> Um, but now moving forward, What we've heard from customers is it's a real business advantage for them to know when they're going to get a new release so they can time it with their hardware updates and their eyes. V update. So, as you mentioned as we head into rally, much more predictable life cycle will have minor releases every six months, major releases every three years. And, you know, as an engineer, you always say what I want to have this and I want to have this and and then sometimes it can divert your schedule. What we've heard from our customers is No, no, no. My schedule is really important. I need to plan. I need to predict. So now we put the schedule first. Going forward will put in everything we can into that version and prioritize what we can. But schedule became very important customers. So, to your point, predictable life cycle is important in relative, >> so huge impact in the business that way, you're giving them stability and certainty and predictability. Let's talk about the economic impact, if you will, because you did a fascinating study. I DC did it for you about this global economic impact that's being realised by rail. And the figures are there beyond impressive. They're staggering in terms of positive economic contributions. Wouldn't talk about that a little bit. >> Yeah, absolutely. You know, when I when I think about what we all want to do every day, we all want to have impact. It's not always easy to measure impact. And so when we worked with I D. C. And we asked them to go off and do this study, it really was about measuring and economic impact in the world, and I was even flabbergasted at the numbers. But if you look at all the applications and the software that run on rent had Enterprise Lennox, collectively, it will touch ten trillion dollars of business revenue this year. That's amazing. I think partly partly that speaks to several things. It speaks to the importance of Lennox and the market and where it stands with respect to being running core business and mission critical work made what dollars in sense touch, as well as where the new applications are being written. That's the importance of Lennox. I think it's also an astounding statement to say Lennox is built around an ecosystem. It's built by communities, and when you start to make that self sustaining, that's the kind of impact that it can have. But it's incredible. >> Yeah, I loved we had one of the customers we had already was DBS Bank, and they talked about the financial industry on DH. You know, security and innovation and helping to become a technology company themselves. And it's not sitting in a silo. And they had insourced rather than outsourced, and its partnership with Red Hat that that helps enable a lot of that transformation for, you know, company that people don't necessarily think of, you know, banking as you know, that driver of technology innovation, >> right? And when they looked at when they looked at for customers, for customers who use it just is, you say, because they kind of are now technology companies. How do they look at the value of rail? Roughly, it was about a fifty fifty split between savings and productivity, which feeds into savings and growth right, new revenue being driven. So it really ties back to clinics being Yes, what we run and how do we maximize efficiency for it? And yet how do we grow our business? So it's it's It's absolutely, I mean the use of the software that's being run on Red Hot enterprise Lennox will will reach economic benefits for those customers of a trillion dollars a year. That's huge. That's huge. So it's great. >> Yeah, So out of that ten trillion, I don't know if you could put it in the buckets if you can, but just or maybe the most impressive buckets, if you will, is it through efficiency is the truth time say, visit through better higher production? Uh, I mean, where are those big chunk gains being realised? >> So they provided a breakout of productivity and cost savings in the center and then revenue growth. And honestly, it's a fifty fifty split between savings and growth, and I think that's a huge statement, right about not only what can be done to do cost savings, because that starts to change the way you know everyone starts to think of. A commodity is no once I get into a commodity, I'm going to just save money, and I'm going to pull every cent out. But when its strategic, that's when you grow. And so to me, seeing a fifty percent split pea to and what I can save with it and what I can grow with it. The operating system is anything but a commodity, right? It's a complete strategic decision for a company. So it was great, >> right? So Stephanie would talk. Talk about economic impact. Something I always loved to talk about at this show is what's happening with jobs. Six year we've been doing this show in the early years. It was that Lennox operating model is just becoming pervasive. You look at what happened in the cloud, lookit what topping and software to find, whether it be networking or other piece of the environment. If you understand Lennox, chances are those operating models or what they're using in your that time to get up to speed on those new skills is going to be smaller, can talk about what you're seeing kind of thie ecosystem of jobs, not just, you know, red hat. You know the customers using it, but but even beyond. >> Yeah, so we see that. I mean that this study will show that but nine hundred thousand jobs are being driven by the rail ecosystem. That's massive. That's massive. And and while many of those companies air global, a lot of that is domestic. So I think that as we look at the skills group, that air moving forward and you look at even the operating system adoption and they're operating system adoption of Lennox and those skills customers right now are saying Lennox skills are hard to find. We're working to make it easier. But nine hundred thousand jobs, that's all. That's a lot of work being driven by this ecosystem alone. >> Well, you said jobs where you just talked about difficulty in some respects. What about educating the modern workforce or or an updated workforce? I mean, what kind of impact can you have on that? Or do you want tohave on that in terms of finding the right people in order to keep driving you forward? Because I think a lot of people share that concern is just coming up with that, that brain power, if you will, that that firepower to keep this innovative cycle to keep it rolling like it like it is. Where you going for that? How you doing that? >> You know, I think I think there's a couple. There's clearly things we can do in the product we added in something called Web Console. It's built off the upstream called cockpit, but it comes in and it is. You know, you can run your Lennox service now from your phone off of a Web portal, and it'Ll be shown in a demo tomorrow morning, which is is just the coolest toe Launch up your system Jets grade, and we worked very closely to make sure that the gooey and the feel and the way it was done with similar toe windows. Because many companies certainly have Windows installations, they have Lennox installations. The more we can make the most of the skills that customers have and be able to have that be cross compatible is really important, and clearly we have. The market has recognized the importance of developers not only as influencers but developed, but developing the next applications. What will come down the pipeline in? Let's face it, many customers, we're seeing all. I didn't know my developer was doing this, but they're coming in with real, you know, growth opportunities for the business. So we have really put in a play for developers. We have developer subscriptions that they can use. So a very focused effort with our team to reach out to the developers, make sure they have the tools they need, the capabilities they need. We've put in build a pod, man and scope eo right into the rail sub so that, you know, they can start to build their containers right from the OS. >> All right, So, Stephanie, we've talked a bunch about relate. And I know that Hunza session you're going to be in the keynote today. >> Yes. Give us >> a You know, a key nugget or two that, you know, it might be overlooked if if if you didn't shine a light on it, you know, love to get your take on what you're geeking out on when it comes to relate. >> Yeah, So I'm actually one of the things and and I know you'LL have a deep dive on this later. One of the things that I love about it is we have pulled in This relate launch is very much to me. A Portfolio launch Redhead is a portfolio company of enterprise software. It's not a product company. We're not just an OS company, although that's important. We're portfolio company. So what you'LL see in the relative announcement is really how it ties to the rest of the portfolio. Red Hat Enterprise Lennox Core OS As part of feeding into open shift, that's important. Having universal base image be the way we allow developers. We allow eyes ves to build containers that are ready to deliver that well experience on open shift Iran. Well, that's huge for us. Pulling in capabilities like management within sites, pulling that directly into every sub. Every rail. Six seven eight sub. Right to me, we've taken Rail eight is the first real step where we launch a product, but it's a portfolio launch. And, uh, and that's partly why it makes me so excited, right? I mean, being in relics like being being in all the products, that red hat, because where the foundation of it, that's what I hope people walk away feeling right that the OS is important and its core to the whole portfolio that red hat can deliver, >> but we look forward to the keynote tonight. Yes. You're gonna knock it out of the park as you always do. Thanks for joining us. And maybe if you have a little expertise on the side, give Brad Stevenson call Celtics coach. I think you could use a win right now. Every celtics on thin ice right now, but Red Hat very much Bruins once. All right? Okay. All right, >> I'll take it. >> It's a win, right, Stephanie? Thank you. Thanks, Joe. It's a pleasure to have you back with more for the redhead summit. You're watching the cue. >> How well

Published Date : May 7 2019

SUMMARY :

It's the queue covering We're live in the B, C, E C, the Boston Convention and Exposition in Boston. I would give you a big day for you. Wear so excited and, you know, having put in all the time. Twenty fourteen It was That was the last was when. It's been five years. And so Hobart Theatre, editor of Process That You went through especially, you know, that takes all that we have learned in the market to how to run an efficient Lennox data center. It is fascinating to me because, you know, I remember last year and and one of the roles that we see that we play in the industry is sitting And as we you know, customer state, they're living in that hybrid and multi cloud world, you know, as an engineer, you always say what I want to have this and I want to have this and and then Let's talk about the economic impact, if you will, because you did a fascinating study. It's built by communities, and when you start to make that self sustaining, a lot of that transformation for, you know, company that people don't necessarily think of, So it's it's It's absolutely, I mean the use of the software do cost savings, because that starts to change the way you know everyone starts to think of. of jobs, not just, you know, red hat. So I think that as we look at the skills group, that air moving forward and you look at even I mean, what kind of impact can you have on that? man and scope eo right into the rail sub so that, you know, And I know that Hunza session you're going to be in the a You know, a key nugget or two that, you know, it might be overlooked if if if you didn't shine a light on it, right that the OS is important and its core to the whole portfolio that red hat can deliver, You're gonna knock it out of the park as you always do. It's a pleasure to have you back with more for the redhead

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Brad StevensonPERSON

0.99+

StephaniePERSON

0.99+

BostonLOCATION

0.99+

five yearsQUANTITY

0.99+

DBS BankORGANIZATION

0.99+

John WallsPERSON

0.99+

CelticsORGANIZATION

0.99+

LennoxORGANIZATION

0.99+

JoePERSON

0.99+

Red HatORGANIZATION

0.99+

Stephanie CheerPERSON

0.99+

fifty percentQUANTITY

0.99+

tomorrow morningDATE

0.99+

Stefanie ChirasPERSON

0.99+

Boston, MassachusettsLOCATION

0.99+

ten trillionQUANTITY

0.99+

last yearDATE

0.99+

NovemberDATE

0.99+

ten trillion dollarsQUANTITY

0.99+

oneQUANTITY

0.99+

nine hundred thousand jobsQUANTITY

0.99+

forty thousand downloadsQUANTITY

0.99+

twoQUANTITY

0.99+

LenoxORGANIZATION

0.99+

November mid NovemberDATE

0.99+

Six yearQUANTITY

0.99+

six million linesQUANTITY

0.99+

two pocketsQUANTITY

0.99+

RedORGANIZATION

0.99+

SevenQUANTITY

0.99+

bothQUANTITY

0.98+

todayDATE

0.98+

minus twoQUANTITY

0.98+

tonightDATE

0.98+

OneQUANTITY

0.98+

one stepQUANTITY

0.98+

RedheadORGANIZATION

0.97+

this yearDATE

0.97+

IranLOCATION

0.97+

SixQUANTITY

0.97+

two thingsQUANTITY

0.97+

Hobart TheatreORGANIZATION

0.97+

LennoxPERSON

0.97+

WindowsTITLE

0.96+

Twenty fourteenQUANTITY

0.96+

Enterprise LennoxORGANIZATION

0.95+

three million communitiesQUANTITY

0.95+

two metal menQUANTITY

0.95+

Red Hat SummitEVENT

0.94+

Red HotORGANIZATION

0.92+

eightQUANTITY

0.92+

Red Hat Summit 2019EVENT

0.92+

twenty one pointQUANTITY

0.9+

GMORGANIZATION

0.9+

BruinsORGANIZATION

0.9+

twenty nineteenQUANTITY

0.89+

Boston Convention andLOCATION

0.87+

fifty fifty splitQUANTITY

0.86+

a trillion dollars a yearQUANTITY

0.85+

centQUANTITY

0.84+

firstQUANTITY

0.84+

ELOCATION

0.83+

thirdQUANTITY

0.79+

Rail eightTITLE

0.77+

ten yearQUANTITY

0.77+

eight subQUANTITY

0.75+

last two yearsDATE

0.75+

Les troisORGANIZATION

0.74+

redheadEVENT

0.74+

six monthsQUANTITY

0.74+

three yearsQUANTITY

0.73+

first real stepQUANTITY

0.72+

hatORGANIZATION

0.72+

Nick Hennessy, Under Armor & Rüya Barrett, Dell EMC | Dell Technologies World 2019


 

>> Live from Las Vegas, it's theCUBE, covering Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Hey, welcome back to Las Vegas. Lisa Martin with Dave Vellante of theCUBE on our second day of wall-to-wall coverage of Dell Technologies World 2019, and we're welcoming one our guests back to theCUBE. We've got Rüya Barrett, VP of product marketing from the Data Protection Division. Rüya, it's great to have you back on the program. >> Great to be here, thank you for having us. >> And from Under Armor, a brand everybody knows, Nick Hennessy, Senior Manager, Compute and Storage. Nick, welcome, it's great to have you here. >> Great, thank you guys very much. >> So Rüya, we'll start with you. We've had, this is, you can hear all the energy behind us. And if you can hear dogs barking, by the way, that's normal. We've got some dogs next to our-- Lots of energy yesterday and today. Everything about data as this asset, and I think Michael said yesterday, that it's inexhaustible. You guys did an interesting recent survey with over 2,000 IT decision makers. With respect to data and getting their hands on it, what are some of the really interesting things that you've learned about that? >> Yeah, there were some really great takeaways. Great question. One, it's not a surprise to anyone, People have more data than ever to manage. There was over 586% growth in the last two years in terms of how much data on the average customers are managing. So that's a given, not a big surprise. One of the key things that we saw was that they value data. These people surveyed value data more than ever. So it was 96% value data more than they ever did, and 36% of them have already started monetizing data. So it's critical for accounts now, and one of the issues that they brought up for not being able to recover data, around data protection, was that if they can't recover data, they have new concerns now. Loss of opportunity, loss of bringing products to market, loss of competitive advantage, which are issues that we have never heard before because this is the third time we did the survey. We did it first in 2014, 2016, and we just did the 2018 survey. So those were some of the key really big takeaways for me from that survey that we did. >> So if they value it, they've got to protect it. >> Yeah. >> Alright, so Nick, Under Armour, a brand I mentioned everybody knows and wears. You guys have a great brand reputation. And you have some great brand ambassadors. I've got to mention Steph Curry. We have established Nick as a Lakers fan. And I have to point out, Dave, that you're wearing a Warriors colored tie today. Just got to say. >> I won't be if the Celtics make it to the finals though. >> But also Tom Brady's a brand ambassador. We've got Tommy boy covered, Lindsey Vonn. So you've got this great brand of reputation. How does Under Armour, to Rüya's point, value that data and leverage that data to keep and grow that brand reputation? >> Well, you know one of the things about data is, at Under Armour, we call the data is the new gold. So to us, it's very important, especially to our consumers, stuff that we're gathering at the retail stores, and kind of tracking all that stuff. So in order for us to protect that data, we're using Dell Technologies as sweeter products. And it's been working out great for us. >> So paint a picture, Nick, what are you protecting? What's the infrastructure look like, the applications, I know big SAP shop. But what's it look like, what are you protecting? >> So in terms of data, we're protecting over a thousand virtual machines, Two plus petabytes of data, everything in our five regional hubs. So it's quite a bit, it's quite a chore, especially for a small team like we have. >> So you mentioned data is the new gold. I have this idea that it's even more valuable than gold 'cause you can only use gold once. You can't spend it multiple places, data. And I think, correct me if I'm wrong, but Under Armour's ascendancy really coincided with strong technology ethos, very strong use of data, understanding of customers, and technology of sports clothing. So how are you using data to drive competitive advantage? >> Yeah, so very interesting. The brand and the culture is very infectious. So it's like, rah rah, let's go out and get it. That works into how we work IT in our everyday lives. So we kind of take that and kind of run with it. >> So what were you doing before you guys started working with Dell EMC? Talk to us about some of the challenges that you faced before you were using a different solution, so some of those opportunity costs that Rüya mentioned, in terms of if we can't monetize this, we're going to miss opportunities to identify new products our customers want, bring it to market. Walk us through your journey. >> Yeah, so I joined Under Armour about four years ago. And we really set the foundation with our three-year road map. Year one, build the foundation. It was really aligning what we were going to do, right, aligning with Dell Technologies, we're using all of your products. Year two was really architecting the future. And that's where things such as data protection really helped us out. We needed stuff that was easy to deploy, things that, for a small team to manage, that we don't have to think about it. We can sleep easy at night. It really aligned with our road map. >> So historically, data protection has been insurance. Rüya, you and I have talked about this for a long long time. Nobody likes to buy insurance, but you got to do it. Are you trying to move beyond that sort of one use case equation into new areas of value, whether it's compliance, whether it's data analytics. Are you able to use the corpus of data that you're protecting, and the management of that data in new ways? And if so, how? >> Yeah, in terms of the management for our small teams, we need something really easy. But security always comes to mind, so that's built into the product as well. But things moving to the cloud, scalability, things that we want to do in the future, we're really setting that up now. And us doing a huge storage refresh a couple months ago, we really flattened out, and we're using all brand new products. Now we're ready to scale the cloud. >> Rüya, you say that in the customer base, that people are trying to move beyond just straight back-up. >> Definitely. >> It's becoming increasingly new world, digital transformation, hybrid clouds. What are you seeing? >> Oh my god, yeah there's a ton of demand right now for customers to be able to leverage data, regardless of where it lives. So primary data, secondary data, tertiary copies, cloud data. How do you really start gaining business insights regardless of where data is? And how do you make sure that it's constantly recoverable under any circumstance. So one of the other things that we found in that study, again, is that there's new threats. So cyber recovery has become, and ransomware, and cyber recovery has become such a foundational consideration for customers. Being able to also spin up VMs regardless instantly. We just announced the X400 PowerProtect, which is very exciting and was part of today's announcement. It's all flash, and the reason it's all flash is because the use cases such as data reuse, app test and development, being able to test disaster recovery scenarios or cyber recovery scenarios real time, these are all critical use cases that you couldn't imagine doing years ago on your protection data. So we're really excited about both the PowerProtect announcement, as well as the Integrated Data Protection Appliance announcement. So you and I, Dave, have talked a lot about the Integrated Data Protection Appliance and simplicity and efficiency and breadth of coverage and cloud capabilities. Under Armour actually is a big proponent. They use cloud very prolifically, in terms of their IT environment. And IDPA really fit that need for them, in terms of being able to really drive costs out of their environment through efficiency, have that protection performance, just the foundational capabilities, yet still be able to offer some of those new innovation and the cloud capabilities, as well as automation. >> Alright, so we've heard from the marketing pro. Nick, now we got to hear from the customer. I heard simple, efficient, so how simple, how efficient, how do you measure these things? How does it compare with other products that you've looked at? >> Well, the product that we had before, we used Avamar Data Domain, and the problem that we had with it, it was decentralized. So we were managing a regional hub separately. So by refreshing, as we did, it got very simple. Now we have a centralized management. We were able to reduce 40 to 1 ratio. We're getting reductions, before we were getting 92 to 93%. Now we're getting 98, 99%. More importantly, for me, reporting. So able to produce those reports, we didn't have that before, so it's been really great. >> And how do those internal benefits that you talked about manifest out through the organization and really drive, like we talked about earlier, brand reputation or Under Armour being able to use that valuable data to identify new insights and act on the new product streams to delight, say, Tom Brady, for example. >> Well not only does it make-- >> You know he cares. (laughing) >> We certainly care about Tom Brady. >> I know! >> It makes my life a lot easier, right? So I'm able to take this data, it allows me to think, it allows the teams to be agile. Can you use that data to promote other projects, other ideas, things that we really want to do in the future to kind of push the brand even farther. >> When you guys meet privately, what kind of things, Nick, do you ask Rüya and her team at Dell EMC to do that will make your life easier? >> Quite honestly, the Dell team that we work with is wonderful. Really, we ask for a partner, someone that works with us, someone that understands us, understands our pain and is in there with us, so that we can really work on solutions together. >> Okay, obvious question, is that why you work with these guys? 'Cause of the strong partnership? Two part question, and what about the product? Is the product in your opinion, based on what you've evaluated, best of breed relative to other competitive products that are out there. >> Yeah, we did look at some other competitor products. We believe that it is best of breed. And that's why we chose to partner with Dell Technologies. >> So a lot of news yesterday and today, everything around multi-cloud. Customers are in this multi-cloud world for a variety of reasons. With the partnership that you've established with Dell Technologies and Rüya's group, what are some of the things that you've heard from Michael, from Pat, from John, Jeff, that really resonated with you that, ah, Dell Technologies is listening to customers like Under Armour and others as they're developing, helping you to really tackle this multi-cloud world with a lot of success. >> Yeah, so one of the things that was really exciting was part of the keynote yesterday with the SDDC. You can spin up a data center at the click of a button nowadays, and that resonates with us because it's going to make our lives really easy. We're going to be more agile. We can speed up and really take the brand farther. >> So you mentioned cloud before. I think Rüya said you've got multiple clouds. You have multiple clouds, is that right? >> We have a hybrid cloud infrastructure. >> So you've got multiple public clouds, is that correct? Obviously. >> Yes. >> You've got SAS, you've got on-prem stuff, and you try to make them all look the same, substantially similar from a control plan standpoint? >> We try. (laughs) >> It's a journey. >> Yes. >> I get that. But there's also the operating model. And I want to follow up with, are you enabling, whether it's DBAs or application owners, to do their own back-ups, do their own recoveries, do their own analytics, et cetera. Is that where you're headed, are you there today? Is it something that you don't want to do? Can you elaborate? >> That's the idea is to try and make everyone's life a lot easier. And being part of the Compute and Storage team, we're really stuck in the middle of all teams. Applications teams come to us. Sequel teams come to us, networking teams. So we really have a lot of responsibility on our plate. In order to make our lives simpler, we have to enable all these teams to do it themselves, and that's really where we're headed. >> Well, great stuff guys. Nick, Rüya, thank you so much for joining Dave and me on the program this afternoon. And go Warriors. >> Ahh. >> I said it. (laughs) >> For Dave Vellante, who again is wearing a Warriors colored tie. I'm Lisa Martin, you're watching theCUBE live from Las Vegas. Okay. >> I do. >> Alright. >> I like the Warriors. >> Alright, good, see and I mentioned Tom Brady-- >> I like them a lot better than the Lakers, sorry Nick. I can't get over that. >> I'm not sorry. I was saying, we're at VM (laughs). No, we're not at VM World, we're at Dell Technologies World. Oh my goodness, Lisa Martin for Dave Vellante, thanks for watching. (electronic music)

Published Date : Apr 30 2019

SUMMARY :

Brought to you by Dell Technologies Rüya, it's great to have you back on the program. Nick, welcome, it's great to have you here. And if you can hear dogs barking, One of the key things that we saw was that they value data. And I have to point out, Dave, How does Under Armour, to Rüya's point, So to us, it's very important, So paint a picture, Nick, what are you protecting? So in terms of data, So you mentioned data is the new gold. So we kind of take that and kind of run with it. So what were you doing before you guys started working that we don't have to think about it. Nobody likes to buy insurance, but you got to do it. Yeah, in terms of the management for our small teams, Rüya, you say that in the customer base, What are you seeing? So one of the other things that we found in that study, how do you measure these things? and the problem that we had with it, And how do those internal benefits that you talked about You know he cares. So I'm able to take this data, so that we can really work on solutions together. Okay, obvious question, is that why you work Yeah, we did look at some other competitor products. that really resonated with you that, Yeah, so one of the things that was really exciting So you mentioned cloud before. So you've got multiple public clouds, is that correct? We try. Is it something that you don't want to do? That's the idea is to try and make everyone's life Nick, Rüya, thank you so much for joining Dave and me I said it. a Warriors colored tie. I like them a lot better than the Lakers, sorry Nick. I was saying, we're at VM (laughs).

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

Lisa MartinPERSON

0.99+

DavePERSON

0.99+

MichaelPERSON

0.99+

JohnPERSON

0.99+

Dell TechnologiesORGANIZATION

0.99+

Under ArmourORGANIZATION

0.99+

Tom BradyPERSON

0.99+

92QUANTITY

0.99+

Nick HennessyPERSON

0.99+

2014DATE

0.99+

2018DATE

0.99+

three-yearQUANTITY

0.99+

PatPERSON

0.99+

RüyaPERSON

0.99+

2016DATE

0.99+

NickPERSON

0.99+

96%QUANTITY

0.99+

Steph CurryPERSON

0.99+

Las VegasLOCATION

0.99+

LakersORGANIZATION

0.99+

36%QUANTITY

0.99+

DellORGANIZATION

0.99+

Rüya BarrettPERSON

0.99+

Lindsey VonnPERSON

0.99+

40QUANTITY

0.99+

98, 99%QUANTITY

0.99+

todayDATE

0.99+

third timeQUANTITY

0.99+

yesterdayDATE

0.99+

Two partQUANTITY

0.99+

1QUANTITY

0.99+

Dell EMCORGANIZATION

0.99+

over 586%QUANTITY

0.99+

five regional hubsQUANTITY

0.99+

Two plus petabytesQUANTITY

0.99+

93%QUANTITY

0.98+

bothQUANTITY

0.98+

second dayQUANTITY

0.98+

JeffPERSON

0.98+

Under ArmorORGANIZATION

0.98+

WarriorsORGANIZATION

0.98+

oneQUANTITY

0.98+

CelticsORGANIZATION

0.98+

firstQUANTITY

0.97+

over a thousand virtual machinesQUANTITY

0.97+

Data Protection DivisionORGANIZATION

0.97+

Year twoQUANTITY

0.97+

VM WorldEVENT

0.97+

Year oneQUANTITY

0.97+

OneQUANTITY

0.96+

over 2,000 IT decision makersQUANTITY

0.96+

Sanjay Poonen, VMware | Dell Technologies World 2019


 

>> live from Las Vegas. It's the queue covering Dell Technologies. World twenty nineteen. Brought to you by Dell Technologies and its ecosystem partners. >> The one Welcome to the Special Cube Live coverage here in Las Vegas with Dell Technologies World 2019. I'm John Furrier with Dave Vellante breaking down day one of three days of wall the wall Coverage - 2 Cube sets. Uh, big news today and dropping here. Dell Technology World's series of announcements Cloud ability, unified work spaces and then multi cloud with, uh, watershed announced with Microsoft support for VMware with Azure are guests here theCUBE alumni that Seo, senior leader of'Em Where Sanjay *** and such a great to see you, >> John and Dave always a pleasure to be on your show. >> So before we get into the hard core news around Microsoft because you and Satya have a relationship, you also know Andy Jassy very well. You've been following the Clouds game in a big way, but also as a senior leader in the industry and leading BM where, um, the evolution of the end user computing kind of genre,  that whole area is just completely transformed with mobility and cloud kind of coming together with data and all this new kinds of applications. The modern applications are different. It's changing the game on how end users, employees, normal people use computing because some announcement here on their What's your take on the ever changing role of cloud and user software? >> Yeah, John, I think that our vision , as  you know, it was the first job I came to do at VMware almost six years ago, to run and use a computing. And the vision we had at that time was that you should be able to work at the speed of life, right? You and I happen to be on a plane at the same time  yesterday coming here, we should be able to pick our amps up on our devices. You often have Internet now even up at thirty thousand feet. In the consumer world, you don't lug around your CDs, your music, your movies come to you. So the vision of any app on any device was what we articulated with the digital workspace We. had Apple and Google very well figured out. IOS later on Mac,  Android,  later on chrome . The Microsoft relationship in end use the computing was contentious because we overlapped. They had a product, PMS and in tune. But we always dreamed of a day. I tweeted out this morning that for five and a half years I competed with these guys. It was always my dream to partner with the With Microsoft. Um, you know, a wonderful person, whom I respect there, Brad Anderson. He's a friend, but we were like LeBron and Steph Curry. We were competing against each other. Today everything changed. We are now partners. Uh, Brad and I we're friends, we'll still be friends were actually partners  now why? Because we want to bring the best of the digital workspace solution VMware brings workspace one to the best of what Microsoft brings in Microsoft 365 , active directory, E3 capabilities around E. M. S and into it and combined those together to help customers get the best for any device. Apple, Google and Microsoft that's a game changer. >> Tell about the impact of the real issue of Microsoft on this one point, because is there overlap is their gaps, as Joe Tucci used to say, You can't have any. There's no there's no overlap if you have overlapped. That's not a >> better to have overlapped and seems right. A gaps. >> So where's the gaps? Where this words the overlapping cloud. Next, in the end user world, >> there is a little bit of overlap. But the much bigger picture is the complementarity. We are, for example, not trying to be a directory in the Cloud That's azure active directory, which is the sequel to Active Directory. So if we have an identity access solution that connect to active directory, we're gonna compliment that we've done that already. With Octo. Why not do that? Also inactive Directory Boom that's clear. Ignored. You overlap. Look at the much bigger picture. There's a little bit of overlap between in tune and air Watch capabilities, but that's not the big picture. The big picture is combining workspace one with E. M s. to allow Office 365 customers to get conditional access. That's a game, so I think in any partnership you have to look past, I call it sort of these Berlin Wall moments. If the U. S and Soviet Union will fighting over like East Germany, vs West Germany, you wouldn't have had that Berlin wall moment. You have to look past the overlaps. Look at the much bigger picture and I find the way by which the customer wins. When the customer wins, both sides are happy. >> Tearing down the access wall, letting you get seamless. Access the data. All right, Cloud computing housely Multi cloud announcement was azure something to tell on stage, which was a surprise no one knew was coming. No one was briefed on this. It was kind of the hush hush, the big news Michael Delll, Pat Girl singer and it's nothing to tell up there. Um, Safia did a great job and really shows the commitment of Microsoft with the M wear and Dell Technologies. What is this announcement? First, give us your take an analysis of what they announced. And what does it mean? Impact the customers? >> Yeah, listen, you know, for us, it's a further That's what, like the chess pieces lining up of'Em wars vision that we laid up many years for a hybrid cloud world where it's not all public cloud, it isn't all on premise. It's a mixture. We coined that Tom hybrid loud, and we're beginning to see that realize So we had four thousand cloud providers starting to build a stack on VM, where we announced IBM Cloud and eight of us. And they're very special relationships. But customers, some customers of azure, some of the retailers, for example, like Wal Mart was quoted in the press, released Kroger's and some others so they would ask us, Listen, we're gonna have a way by which we can host BMO Workloads in there. So, through a partnership now with Virtue Stream that's owned by Dell on DH er, we will be able to allow we, um, where were close to run in Virtue Stream. Microsoft will sell that solution as what's called Azure V M, where solutions and customers now get the benefit of GMO workloads being able to migrate there if they want to. Or my great back on the on premise. We want to be the best cloud infrastructure for that multi cloud world. >> So you've got IBM eight of us Google last month, you know, knock down now Azure Ali Baba and trying you. Last November, you announced Ali Baba, but not a solution. Right >> now, it's a very similar solutions of easy solution. There's similar what's announced with IBM and Nash >> So is it like your kids where you loved them all equally or what? You just mentioned it that Microsoft will sell the VM wear on Azure. You actually sell the eight of us, >> so there is a distinction. So let me make that clear because everything on the surface might look similar. We have built a solution that is first and preferred for us. Called were MacLeod on a W s. It's a V m er manage solution where the Cloud Foundation stack compute storage networking runs on a ws bare metal, and V. Ember manages that our reps sell that often lead with that. And that's a solution that's, you know, we announced you were three years ago. It's a very special relationship. We have now customer attraction. We announce some big deals in queue, for that's going great, and we want it even grow faster and listen. Eight of us is number one in the market, but there are the customers who have azure and for customers, one azure very similar. You should think of this A similar to the IBM ah cloud relationship where the V C P. V Partners host VM where, and they sell a solution and we get a subscription revenue result out of that, that's exactly what Microsoft is doing. Our reps will get compensated when they sell at a particular customer, but it's not a solution that's managed by BM. Where >> am I correct? You've announced that I think a twenty million dollars deal last quarter via MacLeod and A W. And that's that's an entire deal. Or is that the video >> was Oh, that was an entirely with a customer who was making a big shift to the cloud. When I talked to that customer about the types of workloads, they said that they're going to move hundreds off their APs okay on premise onto via MacLeod. And it appears, so that's, you know, that's the type of cloud transformation were doing. And now with this announcement, there will be other customers. We gave an example of few that Well, then you're seeing certain verticals that are picking as yours. We want those two also be happy. Our goal is to be the undisputed cloud infrastructure for any cloud, any cloud, any AP any device. >> I want to get your thoughts. I was just in the analysts presentation with Dell technology CFO and looking at the numbers, the performance numbers on the revenue side Don Gabin gap our earnings as well as market share. Dell. That scales because Michael Delll, when we interviewed many years ago when it was all going down, hinted that look at this benefits that scale and not everyone's seeing the obvious that we now know what the Amazon scale winds so scale is a huge advantage. Um, bm Where has scale Amazon's got scale as your Microsoft have scales scales Now the new table stakes just as an industry executive and leader as you look at the mark landscape, it's a having have not world you'd have scale. You don't If you don't have scale, you're either ecosystem partner. You're in a white space. How do companies compete in this market? Sanjay, what's your thoughts on I thinkit's >> Jonah's? You said there is a benefit to scale Dell, now at about ninety billion in revenue, has gone public on their stock prices. Done where Dellvin, since the ideal thing, the leader >> and sir, is that point >> leader in storage leader inclined computing peces with Vienna and many other assets like pivotal leaders and others. So that scale VM, Where about a ten billion dollar company, fifth largest software company doing verywell leader in the softer to find infrastructure leader, then use a computing leader and softer, defined networking. I think you need the combination of scale and speed, uh, just scale on its own. You could become a dinosaur, right? And what's the fear that every big company should have that you become ossified? And I think what we've been able to show the world is that V M wear and L can move with scale and speed. It's like having the combination of an elephant and a cheetah and won and that to me special. And for companies like us that do have scaled, we've to constantly ask ourselves, How do we disrupt ourselves? How do we move faster? How do we partner together? How do we look past these blind spots? How do we pardon with big companies, small companies and the winner is the customer. That's the way we think. And we could keep doing that, you'll say so. For example, five, six years ago, nobody thought of VMware--this is going before Dell or EMC--in the world of networking, quietly with ten thousand customers, a two million dollar run rate, NSX has become the undisputed leader and software-defined networking. So now we've got a combination of server, storage and a networking story and Dell VMware, where that's very strong And that's because we moved with speed and with scale. >> So of course, that came to an acquisition with Nice Sarah. Give us updates on the recent acquisitions. Hep C e o of Vela Cloud. What's happening there? >> Yeah, we've done three. That, I think very exciting to kind of walk through them in chronological order about eighteen months ago was Velo Cloud. We're really excited about that. It's sort of like the name, velocity and cloud fast. Simple Cloud based. It is the best solution. Ston. How do we come to deciding that we went to talk to our partners like t other service providers? They were telling us this is the best solution in town. It connects to the data center story to the cloud story and allows our virtual cloud network to be the best softer. To find out what you can, you have your existing Mpls you might have your land infrastructure but there's nobody who does softer to find when, like Philip, they're excited about that cloud health. We're very excited about that because that brings a multi cloud management like, sort of think of it like an e r P system on top of a w eso azure to allow you to manage your costs and resource What ASAP do it allows you to manage? Resource is for materials world manufacturing world. In this world, you've got resources that are sitting on a ws or azure. Uh, cloud held does it better than anybody else. Hefty. Oh, now takes a Cuban eighty story that we'd already begun with pivotal and with Google is you remember at at PM world two years ago. And that's that because the founders of Cuban eighties left Google and started FTO. So we're bringing that DNA we've become now one of the top two three contributors to communities, and we want to continue to become the de facto platform for containers. If you go to some of the airports in San Francisco, New York, I think Keilani and Heathrow to you'LL see these ads that are called container where okay, where do you think the Ware comes from Vienna, where, OK, and our goal is to make containers as container where you know, come to you from the company that made vmc possible of'Em where So if we popularized PM's, why not also popularised the best enterprise contain a platform? That's what helped you will help us do >> talk about Coburn at ease for a minute because you have an interesting bridge between end user computing and their cloud. The service is micro. Services that are coming on are going to be powering all these APS with either data and or these dynamic services. Cooper, Nettie sees me the heart of that. We've been covering it like a blanket. Um, I'm gonna get your take on how important that is. Because back Nelson, you're setting the keynote at the Emerald last year. Who burn it eases the dial tone. Is Cooper Netease at odds with having a virtual machine or they complimentary? How does that evolving? Is it a hedge? What's the thoughts there? >> Yeah, First off, Listen, I think the world has begun to realize it is a world of containers and V ems. If you looked at the company that's done the most with containers. Google. They run their containers in V EMS in their cloud platform, so it's not one or the other. It's vote. There may be a world where some parts of containers run a bare metal, but the bulk of containers today run and Beyonce And then I would say, Secondly, you know, five. Six years ago, people all thought that Doctor was going to obliterate VM where, But what happened was doctors become a very good container format, but the orchestration layer from that has not become daugher. In fact, Cuban Eddie's is kind of taking a little of the head and steam off Dr Swarm and Dr Enterprise, and it is Cooper Navy took the steam completely away. So Senses Way waited for the right time to embrace containers because the obvious choice initially would have been some part of the doctor stack. We waited as Borg became communities. You know, the story of how that came on Google. We've embraced that big time, and we've stated a very important ball hefty on All these moves are all part of our goal to become the undisputed enterprise container platform, and we think in a multi cloud world that's ours to lose. Who else can do multi cloud better than VM? Where may be the only company that could have done that was Red Hat. Not so much now, inside IBM, I think we have the best chance of doing that relative. Anybody else >> Sanjay was talking about on our intro this morning? Keynote analysis. Talking about the stock price of Dell Technologies, comparing the stock price of'Em where clearly the analysis shows that the end was a big part of the Dell technologies value. How would you summarize what v m where is today? Because on the Kino there was a Bank of America customers. She said she was the CTO ran, she says, Never mind. How we got here is how we go floors the end wars in a similar situation where you've got so much success, you always fighting for that edge. But as you go forward as a company, there's all these new opportunities you outlined some of them. What should people know about the VM? We're going forward. What is the vision in your words? What if what is VM where >> I think packed myself and all of the key people among the twenty five thousand employees of'Em are trying to create the best infrastructure company of all time for twenty one years. Young. OK, and I think we have an opportunity to create an incredible brand. We just have to his use point on the begins show create platforms. The V's fear was a platform. Innocent is a platform workspace. One is a platform V san, and the hyper convert stack of weeks right becomes a platform that we keep doing. That Carbonetti stuff will become a platform. Then you get platforms upon platforms. One platforms you create that foundation. Stone now is released. ADelle. I think it's a better together message. You take VX rail. We should be together. The best option relative to smaller companies like Nutanix If you take, you know Veum Where together with workspace one and laptops now put Microsoft in the next. There's nobody else. They're small companies like Citrix Mobile. I'm trying to do it. We should be better than them in a multi cloud world. They maybe got the companies like Red Hat. We should have bet on them. That said, the end. Where needs toe also have a focus when customers don't have Dale infrastructure. Some people may have HP servers and emcee storage or Dell Silvers and netapp storage or neither. Dellery emcee in that case, usually via where, And that's the way we roll. We want to be relevant to a multi cloud, multi server, multi storage, any hardware, any cloud. Any AP any device >> I got. I gotta go back to the red hat. Calm in a couple of go. I could see you like this side of IBM, right? So So it looks like a two horse race here. I mean, you guys going hard after multi cloud coming at it from infrastructure, IBM coming at it with red hat from a pass layer. I mean, if I were IBM, I had learned from VM where leave it alone, Let it blossom. I mean, we have >> a very good partisan baby. Let me first say that IBM Global Services GTS is one about top sai partners. We do a ton of really good work with them. Uh, I'm software re partner number different areas. Yeah, we do compete with red hat with the part of their portfolios. Relate to contain us. Not with Lennox. Eighty percent plus of their businesses. Lennox, They've got parts of J Boss and Open Stack that I kind of, you know, not doing so well. But we do compete with open ship. That's okay, but we don't know when we can walk and chew gum so we can compete with Red Hat. And yet partner with IBM. That's okay. Way just need to be the best at doing containing platform is better than open shifter. Anybody, anything that red hat has were still partner with IBM. We have to be able to look at a world that's not black and white. And this partnership with Microsoft is a good example. >> It's not a zero sum game, and it's a huge market in its early days. Talk >> about what's up for you now. What's next? What's your main focus? What's your priorities? >> Listen, we're getting ready for VM World now. You know in August we want to continue to build momentum on make many of these solutions platforms. So I tell our sales reps, take the number of customers you have and add a zero behind that. OK, so if you've got ten thousand customers of NSX, how do we get one hundred thousand customers of insects. You have nineteen thousand customers of Visa, which, by the way, significantly head of Nutanix. How do we have make one hundred ninety thousand customers? And we have that base? Because we have V sphere and we have the Delll base. We have other partners. We have, I think, eighty thousand customers off and use of computing tens of millions of devices. How do we make sure that we are workspace? One is on billion. Device is very much possible. That's the vision. >> I think that I think what's resonating for me when I hear you guys, when you hear you talk when we have conversations also in Pat on stage talks about it, the simplification message is a good one and the consistency of operating across multiple environments because it sounds great that if you can achieve that, that's a good thing. How you guys get into how you making it simple to run I T. And consistent operating environment. It's all about keeping the customer in the middle of this. And when we listen to customs, all of these announcements the partnership's when there was eight of us, Microsoft, anything that we've done, it's about keeping the customer first, and the customer is basically guiding up out there. And often when I sit down with customers, I had the privilege of talking hundreds of thousands of them. Many of these CEOs the S and P five hundred I've known for years from S athe of'Em were they'LL Call me or text me. They want us to be a trusted advisor to help them understand where and how they should move in their digital transformation and compared their journey to somebody else's. So when we can bring the best off, for example, of developer and operations infrastructure together, what's called DEV Ops customers are wrestling threw that in there cloud journey when we can bring a multi device world with additional workspace. Customers are wrestling that without journey there, trying to figure out how much they keep on premise how much they move in the cloud. They're thinking about vertical specific applications. All of these places where if there's one lesson I've learned in my last ten twenty years of it has become a trusted advisor to your customers. Lean on them and they will lean on you on when you do that. I mean the beautiful world of technology is there's always stuff to innovate. >> Well, they have to lean on you because they can't mess around with all this infrastructure. They'LL never get their digital transformation game and act together, right? Actually, >>= it's great to see you. We'Ll see you at PM, >> Rollo. Well, well, come on, we gotta talk hoops. All right, All right, All right, big. You're a big warriors fan, right? We're Celtics fan. Would be our dream, for both of you are also Manny's themselves have a privileged to go up against the great Warriors. But what's your prediction this year? I mean, I don't know, and I >> really listen. I love the warriors. It's ah, so in some senses, a little bit of a tougher one. Now the DeMarcus cousins is out for, I don't know, maybe all the playoffs, but I love stuff. I love Katie. I love Clay, you know, and many of those guys is gonna be a couple of guys going free agents, so I want to do >> it again. Joy. Well, last because I don't see anybody stopping a Celtics may be a good final. That would be fun if they don't make it through the rafters, though. That's right. Well, I Leonard, it's tough to make it all right. That sounds great. >> Come on. Sanjay Putin, CEO of BM Wear Inside the Cube, Breaking down his commentary of you on the landscape of the industry and the big news with Microsoft there. Other partner's bringing you all the action here Day one of three days of coverage here in the Cubicle two sets a canon of cube coverage out there. We're back with more after this short break.

Published Date : Apr 29 2019

SUMMARY :

Brought to you by Dell Technologies The one Welcome to the Special Cube Live coverage here in Las Vegas with Dell Technologies World 2019. It's changing the game And the vision we had at that time was that you should be Tell about the impact of the real issue of Microsoft on this one point, because is there overlap is their gaps, better to have overlapped and seems right. Next, in the end user world, That's a game, so I think in any partnership you have to look Tearing down the access wall, letting you get seamless. But customers, some customers of azure, some of the retailers, for example, like Wal Mart was quoted in the press, Last November, you announced Ali Baba, but not a solution. There's similar what's announced with IBM and Nash You actually sell the eight of us, You should think of this A similar to the IBM ah cloud relationship where the V C P. Or is that the video We gave an example of few that Well, then you're seeing certain verticals that are picking not everyone's seeing the obvious that we now know what the Amazon scale winds so scale is a You said there is a benefit to scale Dell, now at about ninety billion in revenue, That's the way we think. So of course, that came to an acquisition with Nice Sarah. OK, and our goal is to make containers as container where you know, Services that are coming on are going to be powering all these APS with either data to become the undisputed enterprise container platform, and we think in a multi cloud world that's ours What is the vision in your words? OK, and I think we have an opportunity to create an incredible brand. I could see you like this side of IBM, Open Stack that I kind of, you know, not doing so well. It's not a zero sum game, and it's a huge market in its early days. about what's up for you now. take the number of customers you have and add a zero behind that. I think that I think what's resonating for me when I hear you guys, when you hear you talk when we have conversations Well, they have to lean on you because they can't mess around with all this infrastructure. We'Ll see you at PM, for both of you are also Manny's themselves have a privileged to go up against the great I love Clay, you know, and many of those guys is gonna be a couple of guys I Leonard, it's tough to make it all right. of you on the landscape of the industry and the big news with Microsoft there.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
IBMORGANIZATION

0.99+

JohnPERSON

0.99+

AppleORGANIZATION

0.99+

Brad AndersonPERSON

0.99+

GoogleORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

Sanjay PutinPERSON

0.99+

DellORGANIZATION

0.99+

Sanjay PoonenPERSON

0.99+

Michael DelllPERSON

0.99+

Dave VellantePERSON

0.99+

Joe TucciPERSON

0.99+

BradPERSON

0.99+

SanjayPERSON

0.99+

Andy JassyPERSON

0.99+

KatiePERSON

0.99+

San FranciscoLOCATION

0.99+

Dell TechnologiesORGANIZATION

0.99+

Don GabinPERSON

0.99+

AmazonORGANIZATION

0.99+

NettiePERSON

0.99+

Wal MartORGANIZATION

0.99+

EMCORGANIZATION

0.99+

John FurrierPERSON

0.99+

Las VegasLOCATION

0.99+

AugustDATE

0.99+

threeQUANTITY

0.99+

ClayPERSON

0.99+

SatyaPERSON

0.99+

Steph CurryPERSON

0.99+

DavePERSON

0.99+

CooperPERSON

0.99+

Eighty percentQUANTITY

0.99+

eighty thousand customersQUANTITY

0.99+

ten thousand customersQUANTITY

0.99+

eightQUANTITY

0.99+

HPORGANIZATION

0.99+

Last NovemberDATE

0.99+

IOSTITLE

0.99+

NSXORGANIZATION

0.99+

twenty one yearsQUANTITY

0.99+

ten thousand customersQUANTITY

0.99+

MannyPERSON

0.99+

twenty million dollarsQUANTITY

0.99+

New YorkLOCATION

0.99+

TodayDATE

0.99+

twoQUANTITY

0.99+

ViennaLOCATION

0.99+

FirstQUANTITY

0.99+

last monthDATE

0.99+

yesterdayDATE

0.99+

LeonardPERSON

0.99+

nineteen thousand customersQUANTITY

0.99+

NutanixORGANIZATION

0.99+

bothQUANTITY

0.99+

NashORGANIZATION

0.99+

todayDATE

0.99+

DeMarcusPERSON

0.99+

two horseQUANTITY

0.99+

firstQUANTITY

0.99+

Pat GirlPERSON

0.99+

CelticsORGANIZATION

0.99+

billionQUANTITY

0.99+

Patrick Osborne, HPE | VMworld 2018


 

>> (narrator) Live from Las Vegas, it's the Cube, covering VMWorld 2018. Brought to you by VMware and its ecosystem partners. >> Welcome back to Las Vegas everybody. You're watching the Cube, the leader in live-tech coverage. My name is Dave Vellante and I'm here with my co-host, David Floyer. Good to see you again David. VMWorld day three, wall to wall coverage. We got sets going on. 94 guests. Patrick Osborne is here, he's the Vice President of Big Data and Secondary Storage at Hewlett Packard Enterprise. Patrick, it's great to see you again. >> Always a pleasure to be on the Cube. >> Big quarter, Antonio Neri early into his tenure. >> Yes. The earnings, raise guidance, great to see that. Got to feel good. Give us the update, VMworld 2018, what's happening with you guys? >> So Q3 was bang up quarter, for all segments of the business. It was great, you know. Obviously it's the kind of earnings you want to have from a CEO in a second quarter. Steering the ship here. I think everyone's jazzed up. He's brought a lot of new life to the company, in terms of technology leadership. He's someone who's certainly grown up, from the grounds up, starting off his career at HPE. So for us who have started off as a Product Manager, an individual contributor, making your way up to CEO is definitely possible. So that's been great and I think it's favorable micro economics and we're taking advantage of that. VMworld's been awesome. I think this whole story around Multicloud and obviously we talk about hybrid IT at HPE, so it fits very well. VMware Technology, partner of the year, again. Four years running, so it's been a really good show for us. >> As last year, data protection is the single, hottest topic. Data protection, obviously Cloud, The Edge, but The Edge is kind of new and it's hot, it's sexy. But in terms of actual business that's getting done, companies that are getting funded, companies getting huge raises, throwing big parties. We saw you back to back nights at Omnia, it's a lot happening in data protection. HPE has got a whole new strategy around data protection. Maybe talk about that a little bit and how it's going. >> So it's going really well, like you said, that part of the market, it's pretty hot right now. I think there's a couple of things playing into that, certainly this new style of IT, like applied to secondary storage. We saw that with primary storage the last few years. Multicloud, the move to all flash, low-latency workloads. And then, certainly a lot of the things, in that area, are disrupting secondary storage. People want to do it different ways, they want to be able to simplify this area. It's a growing area for data, in general. They want to make that data work for them. Test, Dev, workload placement, intelligent placement of data, for secondary and even tertiary storage in the cloud. So a lot of good things happening, from an HPE perspective. >> So not just back up? >> No, not just back up. >> I want more out of my insurance policy. >> Exactly. Something in the past that was moving from purely a TCO type of conversation. My examples are always like, who likes to pay their life insurance premium, right? Because at the end of the day, I'm not going to derive any utility from that payment. So now, it's moving into more ROI. So we have things like, the Hybrid Flash Array, from Nimble, for example. It allows you to put your workloads to work. We have a great cloud service, called HPE Cloud Volumes, that we use for our customers to be able to do intelligent DR, as a service, and be able to apply Cloud compute to your data. So there's a lot of things going on, in the space, that's just outside of your traditional move data from point A to point B. Now you want to make it work for you. >> And what about the big data portfolio? You hear a lot about data. You don't hear a ton about the Big Data, Hadoop piece of the world. I know Hadoop, nobody seems to be talking about that anymore. But everybody's talking about AI, Machine-Learning, Deep-Learning. Certainly The Edge is all about data. What's the Big Data story? >> So at HPE, we're definitely focused on the whole Edge to Core analytic story. So we have a great story and you can see in the numbers from Q3, The Edge business, The Edge line servers, Aruba, driving a lot of growth in the company, where a lot of that data is being created. And then back into the Core, so for Big Data, we see a number of customers, who are using these tools to affect digital transformation. They're doing it, we're doing it to ourselves. So they're moving from batch oriented, to now fast data, so streaming analytics. And then, incorporating concepts of AI and ML to provide better service or better experience for their customers. And we're doing that with, for example, InfoSight. So we have a great product, Nimble, 3PAR. And then we provide a service, on top of that, which is a SAS based service. It has predictive analytics and Machine Learning. And we're able to do that, by using Big Data analytics. >> You're offering that as a service, as a SAS service to your customers? >> Absolutely. And the way we're able to provide those predictive analytics and be able to provide those recommendations and that Machine-Learning across a entire portfolio and be able to scale that service, because it's a service, we got tens of thousands of users using the service on a daily basis, is moving from an ERP system, data warehouse, to batch analytics, to now we're doing Elasticsearch and Kafka and all these really cool techniques, so it's really helped us unlock a lot of value for our customers. >> So, the Nimble acquisision is interesting, it's bringing that sort of Machine-Learning and AI to infrastructure. You got a lot of automation in the portfolio and you can't really talk about Cloud without talking about automations. So talk a little about automation. >> In particular, even at the show here this week, we are a premier technology partner with VMware and I think more that you see in the VMware Ecosystem is all around Cloud and automation. That's really where they're going. And we've been day-zero partners on a lot of different fronts. So VMware Cloud Foundation integration, we do things on the storage level with Vvols and SRM and all these things that allow customers to essentially program that infrastucture and get out of the mundane tasks of having to do this manually. So for us, automation is key part of our story here. Especially with VMware. >> So going a little bit further with that, what sort of examples, what benefit is this to your customers? How are they justifying putting all this in? >> It's a hybrid world, so our customers are going to expect, from us, as a portfolio vendor, the ability to provide an automated solution, on premises, as automated as what you'd get in the cloud. So for us, the ability to have a sourcing experience, that we call GreenLake, so you can buy everything from us, from a solution perspective, in a pay-as-you-go elastic model where you can flex-up, flex-down. And then being able to, essentially provide a different view, depending on what persona you're coming from. Obviously we've been focused on the infrastructure persona, more often, we're getting into the DevOps persona, the Cloud engineer persona, providing all of our infrastructure, whether it's computer networking or storage, that plugs into all these frameworks. Whether it's Ansible, Chef and all these things that we do around our automation ecosystem, it's pretty ubiquitous. >> You're touching on all the Cloud basis and you're seeing a lot of discussion around that. What are you hearing from customers? Sometimes we have to squint through this, a lot of the guys here, we always like to say, move at the speed of the CIO, which sometimes is slow. At the same time, they're all afraid they're going to get disrupted. HPE, over the last two or three years, has really brought in and partnered with some of the guys your talking about. Whether it's containers and companies that do those types of offerings. How fast do the customers actually adopting, where they adopting them, how are they handling, you talked about a hybrid world; How are they bridging the old and the new? >> That's a great question. For a lot of our customers, it's always a brown field conversation. You do have these mission critical workloads that have to run, so there's no Edge to Core without your core ERP system, right? Your Core Oracle System or for smaller customers that are running their businesses on SQL and other things. But what we're seeing is that, by shoring up that Core and we provide a set of services and products that we feel are the best in the industry for that. And then allow them to provide adjacent services on top of that, it's exactly like the same example we had with InfoSight, where those systems use to call home, right now we're taking that data, we're providing a whole ancillary set of services and functions around it and our customers are doing that. Enormous customers, like British Telecom, folks like Wayfair, for example, they're doing this on premises and their disrupting their competitors, in the mean time. >> What do you make of some of the announcements we've heard this week? Obviously VMware making a big deal with what's going on with AWS. We're seeing AWS capitulate, David Floyer you made the call. Got to have an on-prem strategy. Many said no, that'll never happen. They just want to sweep the floor. So that's a tip to the hybrid cap. What are your thoughts on what's going on there? How does HPE sort of participate in those trends? >> I'd say it's, instead of battle and capitulate, we've been very laser-focused on the customers and helping them, along their way, on the journey. So you see a lot of acquisitions we've done around services, advisory service. CTP is a perfect example. So CTP has a whole cadre of experts who understand AGER, who understand ECS and all the services and functions that go along with them And we're able to help people, right size, right place, whatever you want to call it, within their infrastructure. Because we know, we've been in business for 75+ years and have a very loyal customer base, and we're going to help them along their maturity curve and certainly everyone's not on the same path, in the same race. It's been pretty successful so far. >> You guys tend to connect the dots between your HPE Discover in U.S., in Las Vegas and HPE Discover in December. So June to December, you're on these six month cycles, U.S. focus and Europe focus, Decembers in Madrid, again. Second year of Madrid. U.S. is always Vegas, like most of these conferences, what's the cadence that your on? What was the vibe like at Discover? What should we expect leading up to Q4, calendar Q4 in Madrid? >> I'd say that Discover was a big success in Vegas, always fun to spend time here. In Madrid, you'll see a focus around the value part of our business. So we've been growing in automation, we talked about hybrid IT, certainly the Core around storage. We're really focusing and very heavily invested in, not just storage, but intelligent data management. So we really feel that our offerings, especially doubling down and offering more services around InfoSight and some of those predictive and Cloud-ready user stories for our customers is something that definitely differentiates ourselves in the market. So we'll be very focused on the data plan, the data layer and helping customers transform in that area. >> So let's talk some tenor sax. >> (David laughs) >> This is not New Orleans. When we were down in New Orleans, we were at VeeamON, I think you had your sax with you, you jumped in. >> That's right, I played with the Soul Rebels. >> Playing with the Soul Rebels, you were awesome. Leonard, a big jazz man. Love it. I'm a huge TOP fan. What's new in that world? Are you still active? Are you still playing? >> Yeah, the band's still playing. Shout out to my buddies in Jolpe, sitting in with some friends at a Dead cover band coming up, in a couple weeks. So, should be fun. We're going to reenact The Grateful Dead and Branford Marsalis. >> That's wonderful. >> It should be fun. >> We've been getting a big dose of hip-hop this week. >> Yeah. But the new thing is that, in hip-hop, it's getting back to it's original roots, so a lot of folks in the jazz world, collaborating with the folks in the hip-hop world, so not very commercial, definitely underground, but pretty cool. >> I love it. That's right Leonard, you pointing out Miles Davis was one of the first to make that transformation. >> Yeah >> Good call. >> I'm going to get the numbers wrong, but it's about five percent technique and 95 percent attitude. (multiple laughs) >> Jazz, like hip-hop, there's a lot guys just doing their own thing. And somehow it all comes together. >> Absolutely. >> Okay Patrick, great to see you. >> Great to see you guys. Thank you Dave. Yeah, good to see you guys. >> Always a pleasure, go Sox. >> We got some time for talk stocks? >> Alright. >> What do you think? It's getting a little nerve wrecking. >> #Bucky Dent is trending in my Twitter. That's my problem, so hopefully we can..., I definitely don't want to be limping into the playoffs, and still not a fan of this one team wild card playoff, but I think we'll be alright. >> If we go deep... It's a great time to be a Boston fan. >> Celtics. >> Football starting, Celtics are coming in November, so awesome. Great to see you man. >> Thanks for having me. >> Keep it right there everybody, we'll be right back with our next guest. You're watching the Cube, live. Day three at VMWorld 2018, we'll be right back. (techno music)

Published Date : Aug 29 2018

SUMMARY :

Brought to you by VMware it's great to see you again. Antonio Neri early into his tenure. great to see that. and obviously we talk and how it's going. and even tertiary storage in the cloud. and be able to apply Cloud compute What's the Big Data story? and you can see in the numbers from Q3, and be able to provide and AI to infrastructure. and get out of the mundane tasks the ability to provide a lot of the guys here, and products that we feel are the best So that's a tip to the hybrid cap. and all the services and functions that go along with them So June to December, in the market. I think you had your sax with you, I played with the Soul Rebels. Are you still active? the band's still playing. a big dose of hip-hop folks in the hip-hop world, you pointing out Miles Davis I'm going to get the numbers wrong, And somehow it all comes together. great to see you. Great to see you guys. Always a pleasure, What do you think? and still not a fan of this It's a great time to be a Boston fan. Great to see you man. with our next guest.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
David FloyerPERSON

0.99+

Dave VellantePERSON

0.99+

LeonardPERSON

0.99+

Patrick OsbornePERSON

0.99+

AWSORGANIZATION

0.99+

New OrleansLOCATION

0.99+

DavidPERSON

0.99+

CelticsORGANIZATION

0.99+

HPEORGANIZATION

0.99+

U.S.LOCATION

0.99+

DecemberDATE

0.99+

MadridLOCATION

0.99+

PatrickPERSON

0.99+

DavePERSON

0.99+

six monthQUANTITY

0.99+

95 percentQUANTITY

0.99+

JuneDATE

0.99+

Antonio NeriPERSON

0.99+

75+ yearsQUANTITY

0.99+

WayfairORGANIZATION

0.99+

Miles DavisPERSON

0.99+

VMwareORGANIZATION

0.99+

Las VegasLOCATION

0.99+

British TelecomORGANIZATION

0.99+

Four yearsQUANTITY

0.99+

Second yearQUANTITY

0.99+

VegasLOCATION

0.99+

VMware TechnologyORGANIZATION

0.99+

EuropeLOCATION

0.99+

OmniaORGANIZATION

0.99+

NovemberDATE

0.99+

VMworldORGANIZATION

0.98+

last yearDATE

0.98+

KafkaTITLE

0.98+

VMWorld 2018EVENT

0.98+

ElasticsearchTITLE

0.98+

SQLTITLE

0.97+

singleQUANTITY

0.97+

InfoSightORGANIZATION

0.97+

Hewlett Packard EnterpriseORGANIZATION

0.97+

VMworld 2018EVENT

0.97+

DiscoverORGANIZATION

0.97+

DecembersDATE

0.97+

this weekDATE

0.97+

VMWorldEVENT

0.97+

GreenLakeORGANIZATION

0.97+

NimbleORGANIZATION

0.96+

Day threeQUANTITY

0.95+

Big DataORGANIZATION

0.95+

#Bucky DentPERSON

0.93+

about five percentQUANTITY

0.93+

MulticloudORGANIZATION

0.92+

The EdgeORGANIZATION

0.92+

oneQUANTITY

0.92+

The Grateful DeadORGANIZATION

0.91+

HPE DiscoverORGANIZATION

0.91+

firstQUANTITY

0.9+

CTPORGANIZATION

0.89+

94 guestsQUANTITY

0.89+

tens of thousandsQUANTITY

0.85+

Q4DATE

0.84+

last few yearsDATE

0.84+

day threeQUANTITY

0.83+

CTPTITLE

0.83+

Soul RebelsORGANIZATION

0.83+

Vice PresidentPERSON

0.82+

Ken Ringdahl, Veeam | Pure Storage Accelerate 2018


 

(Music) >> Announcer: Live from the Bill Graham Auditorium, in San Francisco, it's theCUBE. Covering Pure Storage accelerate, 2018. Brought to you by Pure Storage. >> Welcome back to theCUBE, we are live at Pure Storage Accelerate, 2018 at the Bill Graham Civic Auditorium in San Francisco. I'm Lisa Martin sporting Prince today, with Dave Vellante sporting The Who. And I'm sandwiched, most importantly, between two Celtics fans. And the Warriors are across the bay. We'll save that for after the conversation. So we want to welcome to theCUBE for the first time Ken Ringdahl the VP of Global alliance Architecture. From Veeam, welcome. >> Great. Thank you, Lisa. >> Dave: Well the truth be told, we're afraid of the warriors, okay. We really don't want to play the Warriors. >> Oh really, alright. >> And we're not afraid of many people in Boston, but I don't know, they look pretty good. >> Well, I appreciate the honesty, that's pretty cool. >> Well... Though they lost last night. Right? We're going to start the sports talk now. >> Yep. >> Iguodala was out, they showed some foulability. So, anyway. >> We digress to- >> We'll be back to it later on in this segment stay tuned. >> Alright, so you're just fresh off Veeam On, last week. We're impressed that you still have a voice, you've recovered from that. Tell us a little bit about some of the things that are new with Veeam and Pure. So just a month ago, in April, new intergradation between VM availability platform, and Pure Storage flash a way to deliver business continuity, agility, intelligence for the Cloud era. Expand a little bit upon that. >> Yeah, sure, I mean really this integration with Pure Storage, in the VM backup and replication product, end of last year we introduced this new functionality called Universal Storage API. And what this really is, is a way for us to enable our partners to take control of their destiny a little bit more. It's a program we invite our partners into, you know Pure is one of the first that we integrated with, and invited into the program very early. We announced this last year, and we've now finished the integration, as you've mentioned, we announced it last month. It's now been out there, and I think the number I heard earlier today is that we've already had a couple hundred downloads and deployments. So that's just great adoption, and just shows the pent up demand for that. But what we've integrated is the ability for our partners, our storage partners in particular to integrate with our storage snapshot technology to really off load the snapshot from the VMware side, and really put more of it on the storage side, and take it really off the production environment. And so it's a better together story where you know we take the feature that we've introduced into the backup and replication, and Pure built this plug-in, and they integrate with their own APIs and we jointly test and develop, and release that plug-in. And they can install it with VM backup and replication, and it really takes the mention, it takes that load off the production environment. So that snapshot without this integration, it's a VMware snapshot, that snapshot stays open as long as the backup is. Which can be minutes, and you know tens of minutes potentially for a large system. But now we shrink that down literally to just seconds. So we take a VMware snapshot, we take the Pure snapshot, we close the VMware snapshot. And typically it's like 10-12 seconds long where as opposed to the minutes, and even tens of minutes from before. So, really it's really offloading a lot of that back up impact, and we're able to do it in a very secure quiesce fashion from the production environment. >> Lets roll back and understand that a little bit better. >> Ken, if you could explain it to us and our audience. In the 2008, seven, eight, nine timeframe. Virtualization Gem of VMware in particular started to take hold. And you ended up replacing a bunch of physical servers with virtual servers, which was awesome, because all those physical servers were underutilized, except for one major workload, which was backup. So when you did want to do the backup, you didn't have enough resources. Veeam's ascendancy coincided with that trend, so there was a simplicity component, but it seems like what you're describing now is another instantiation of offloading that bottle neck. So what was the journey to Veeam's efficiency in a virtualization environment? >> Ken: Yeah if you look at that journey, and Veeam really grew up in the virtualization age, right. So backup prior to VM, or virtualization was all agent based, it was physical. So everything was over the wire, and Veeam went and said, hey look you know we see VMware really sort of growing, and we see that trend towards virtualization, right, and at this point, what's the world 95 percent virtualized, at this point the only workloads that aren't virtualized are really legacy work loads. And so we made a significant leap forward in a data protection stance, by integrating with the hyper visors. So instead of off loading that into the individual guests, right. The Windows guest, the Linux guest. We said, okay we're going to go the hyper visor. Right? And we're going to do this in an agent less fashion, so that you don't have to go an visit every little, every system that you're looking to backup. That was sort of the first step, right. Now what we're saying is we can do even better. And we can off load the hyper visor, and off load that to the storage system. So we can have a very small impact on the hyper visor, really minimize that. And now really put that workload on the storage system which has a lot of extra cycles and availability, and we can go straight to the backup environment. And not through the VM, or through the hypervisor to get there. >> Dave: So VMware admins, they don't like snapshots because it's overhead intensive, it clogs up their system if you will. This capability makes that transparent, or irrelevant to them? >> It does, it minimizes them to such a small degree that it's a blip. You know it's a little blip on the radar, as opposed to when you snapshot a VM you're essentially quiescing that VM, so everything sort of slows down for a very short period of time. And what happens is that it spawns another virtual disc. So while that snapshot is open this other virtual disc is being written to. And then when you close that snapshot, and you remove that snapshot, that disc gets merged back in, right. This is generally how VMware snapshots work. And what we're saying is we're going to minimize as much as we possibly can. The data that goes in there, so if you think of a running virtual machine, if you're merging back in a Gigabyte disc versus a disc that has 10 Megabytes, you know that's going to be really, really quick, as opposed to, you know if you keep that snapshot open for a long period of time that merge operation, and it just slows things down, and we're trying to minimize that impact on the system. >> Lisa: So business benefits; I get the performance improvements that this integration with Pure facilitates, if we think of this in the context of digital business transformation, where companies that are doing well, have the ability to really glean actionable insights from their data to be able to drive, you know, new products and get products to market faster. Is this actually going to facilitate a company being able to get new products to market faster? >> Absolutely, so there a feature inside of VM backup and replication we call data labs. And what data labs is, is the ability to take a production snapshot, in this case, we're talking about a pure snapshot, and be able to stand that up in a sandbox environment. And you can run DEV tests, you can apply your Windows' patches in an environment that literally matches production. And it's a key differentiator. It's a key differentiator for Veeam, and it's enabled by the Pure Snapshot integration that you have this environment, and even if you have an infected system, you go put it over in data labs, it's sandboxed, so you can put in a private network so it doesn't have any connectivity. Say if you have a worm, or some other ransom ware, you can run analytics, you can run diagnosis on any of that, and not worry about it infecting any other environment, nor does it put work load on your production environment. So you get patched Tuesday, right, and we all know that Windows' patches don't always go as they seem, right? So data labs, let's take that Pure snapshot, let's stand up a virtual environment, which exactly matches production, let's test that patch, right. And we have confidence there, so when we go to production, we have confidence because we've already done it. We've already run that in production. So there's a lot of value in that capability. >> So we were at Veeam On last week fresh off the Kool-Aid injection. It's all orange here, it was all green at Veeam in Chicago. The messaging there was all about multi-cloud and hyper availability in this multi-cloud world. We're hearing a lot about cloud like function here, but of on prem activity. Of course multi-cloud includes on prem, so I wonder if you could dove tail your messaging last week, what you're seeing in the field, and what you're seeing with the partnership with companies like Pure. >> Yeah no question. I mean the Veeam platform, and really you saw it last week at Veeam On we talked kind of about sort of private cloud, and public cloud and our ability to orchestrate, and really stretch across all those environments, and we know that customer all the way from SMB all the way up to enterprise, right. They have remote offices, branch offices some of them use the cloud, some of them use multiple data centers, and really they need their data protection to be able to stretch across those environments. They don't want point solutions in each of those locations. They want a platform that they can trust, and have visibility, right. That's one of the five stages that we talked about about hyper availability, like last week. Is visibility, they want visibility across those clouds. Phase two is aggregation, they want to be able to aggregate all these different places. And that's what we provide our customers with the platform is backup, visibility, aggregation, orchestration, automation. And we provide them on different stages of that journey for our customers. We have different products, services and integration actions with our partners, that really help our customers along that journey. >> We know from our research, the crew at Wiki Bond does some great work on this. We know that data protection, and orchestration are moving up on the list of CXO priorities. At the same time, for a lot of IT practitioners who are under real budget constraints it's like trying to sell more insurance to a 24 year old. So those are kind of two countervailing trends, what are you seeing in the market place? >> What we're seeing is customers, you know down time is really is gone. I mean, I think last week we heard in one of our keynotes, you know you roll back a couple of years, you were talking about availability in terms of five-nines, right? Now it's zero. I mean people don't talk about down time because down time can't exist, and customers need that sense of security and availability. You know, it will happen, lets face it even Amazon, the best data centers in the world, go down, right, there's been some notable S3 outages, but it's about how fast can you recover. And you're talking about low RPOs, and one of the things that this week at Pure Accelerate we're hearing a lot about rapid recovery, flash blade, and the ability and you take rapid recovery and flash blade, and you combine that with the Veeam platform and our instant recovery, and you can get to near zero time recovery, in your environments. To really provide that security, and lets face it, time is money for a lot of our customers, right? So they longer they're down, the more time their losing money, they need availability, and the RPOs are near zero these days. = [Dave] The other thing, if I may just follow up, just one follow up. The other thing our research shows is the average Fortune 1000 company, over a three or four year period is leaving, literally, a billion plus dollars on the table because of poorly architected backup, or inadequate backup. So that's a huge opportunity for you and others, obviously. There's a lot of opportunity right now for vendor turn. That's the other thing our research shows, is that people aren't wed to their backup and recovery vendor. So, does that resonate with customers, are they because of digital, for example, are you seeing that tipping point, that critical mass occur, and then if you could tie that in to sort of your partnership with Pure, I'd be interested in that. >> Sure, yeah, no doubt about it. We're seeing customers, you know, they want that flexibility and that portability. One of the things we do with out platform, it's one of our unique selling features is is that it is agnostic, right. And I'll tie it back to Pure in a moment, but you know when we back up, we back up in a storage agnostic fashion. So any Veeam backup that lands on a disc on the tape anywhere, can be reconstituted, can be re imported, so even if you have a full disaster scenario, we can go stand that back up some where else, and fully consume that backup and restore it, and we have direct restore capabilities. We can port those backups and direct restore them. For example, a direct restore Azure, for example. So that flexibility, and portability is extremely valuable. Now, bring that back to Pure, some of the things we're doing around rapid recovery around the snapshot integration, we talked about is we're really enabling customers to have high performing primary storage environments. High performing secondary storage environments. And really bring that together in a way that works. We talked about multi cloud, right, you know, remote data centers and work across, and aggregate and give visibility. That's really where the Veeam Pure story together, becomes really strong because you've got an incredibly high performing primary and secondary with a highly flexible, portable secondary data protection environment. And you get the capability to get to the cloud. You know DL, a lot of customers looking to the cloud for DR, because they don't have to stand up infrastructure there. When they need it, they can spin it up, and then they can bring it back. And there's a lot of value there. >> I hear a lot of harmony, but I actually read recently, online, that a different analyst firm called the Pure Veeam relationship a match of opposites. Now they say opposites attract, and you've done a great job of talking about the integration, do you agree that it's a good blending of opposites, and if so what's that kind of symbiotic benefit that those bring to each other? >> Yeah, I don't know that I saw that report, but what I would say you know, there's a lot of synergy, we're growing at a very rapid rate, I think. When I looked at Pure, and I look at Veeam we grew 36 percent last year, I think Pure is growing at like 50 percent year over year. We have NPS scores, our NPS score is 73, we're really proud of that. The Pure NPS score, I think I saw- >> 83. >> Ken: 83. >> Dave: I didn't think it could be higher than 73. >> It's incredible. It is incredible, and I think there is a lot of synergy, the size of the organizations, I think the age of our organizations, the aggressiveness that we have, we have joint competitors in the market, so I think there's a lot of synergies between where we are as an organization, as Veeam, and where Pure is. I wish I read the article in terms of the opposites, because I'd love to understand. >> Personally, as a long time analyst, I would say the similarities are greater than the differences. >> Sure sounds like it. >> You're both about a billion dollars, you're both growing at lets call it 35-40 percent a year. You're both pursuing platforms, your both really aggressive, you're insanely passionate about your customers and winning. And you like colors, you like green, they like orange. Alright, we got to talk a little sports here. >> Lisa: Speaking of green. >> I'm going to start somewhere else though because I asked this question of a number of folks at Veeam On. If you were, Ken, if you were Robert Kraft would you have traded Tom Brady? >> {Ken] No. >> Elaborate. >> I think when you look at a, the guy was the MVP of the league last year, so that by itself stands on it's own, but you have to look and the Patriots have always been about, sort of you know, trading or moving on a year or two early, versus a year or two late. So you could make that case with Tom Brady, but I think there's always exceptions, and when you look at, I mean he is basically like an adopted son of Robert Kraft and the organization. He's brought five Superbowls, he's basically, he built Patriot place, you know. Robert Kraft built Patriot place on the backs of Tom Brady and Bill Belichik to that extent. But how do you move on from someone who's brought you so much success, that has been under market. You know, get paid under market so that they can go and do other things, and have flexibility with the gap. I just don't know how you could move on from that. >> So, that's consistent now, I think it's four for four of people we've asked, Boston fans. So appreciate that feed back. Let's talk a little hoops, you know Celtics we were feeling pretty good, up two zip, now it's tied two-two. Houston, Golden state, tied two-two. Those two teams have proven they could win on the road, Celtics haven't proven that yet. What are your thoughts on that series? >> Yeah so certainly Cleveland came storming back, I think the stories of the down fall of the Cavs were clearly over exaggerated. They came back in a big way. I think they Celtics started to figure out the Cavs in quarters two, three, and four. They got themselves in a big hole in the first quarter in the last game. I feel good, the Celtics are nine and O at home this year in the post season. You know, it's basically the best of three, and they have two of them at home, so. The Cavs will have to break serve if they want to win the series. >> Dave: If they're lucky enough to get through to the finals, which would be unbelievable, do they have any shot against the Warriors? >> So, I think to say they have no shot is probably going a little too far, but- >> Dave: Got to play the game. >> You know you got to play the games, and the Celtics have, traditionally, matched up well against the Warriors. I mean least year, the Celtic actually came into Oracle, and broke, I don't know, what was it, like a 50 game home winning streak or something. So, you know, and that was a team that didn't have Kyrie, or Gordon Haywood, and I know they're still out so the future looks bright for the Celtics. But in the context of this years finals, certainly, if I were a betting man, I'd be putting my money behind the Warriors, but I don't doubt that Brad Stevens could come up with a scheme that could steal a couple of games, and make people in the Bay area feel a little uneasy. >> Would love to see a non Lebron Final, you know. >> Yeah I think as the words would like the Celts >> Sorry Brandon, sorry buddy. >> A little diversity, you know three years in a row we've had the same things, so I'll extend my support to the Celtics in honor of both of you guys. >> Alright, and we can talk, if they get to the finals then we can take it from there. >> I can't imagine what the day after the Superbowl was like for both of you. We won't go there. >> I still haven't recovered, so. >> (laughs) Awesome, well Ken, thanks so much for stopping by. Congrats on being a CUBE alumni, now. We look forward to seeing you Veeam World in just a few months time. >> Yes, great. Thank you. We'll be there for sure. >> For Dave Vellante, I am Lisa Martin. You're watching theCUBE live from Pure Accelerate 2018. Stick around, Dave and I will be back with a wrap in just a moment. (music)

Published Date : May 24 2018

SUMMARY :

Brought to you by Pure Storage. We'll save that for after the conversation. Dave: Well the truth be told, And we're not afraid of many people We're going to start the sports talk now. Iguodala was out, they showed some foulability. We'll be back to it later on We're impressed that you still have a voice, and just shows the pent up demand for that. a little bit better. So when you did want to do the backup, and off load that to the storage system. it clogs up their system if you will. as opposed to when you snapshot a VM have the ability to really glean actionable and even if you have an infected system, in the field, and what you're seeing That's one of the five stages that we talked about what are you seeing in the market place? and one of the things that this week at One of the things we do with out platform, symbiotic benefit that those bring to each other? but what I would say you know, there's a lot of synergy, in the market, so I think there's a lot the similarities are greater than the differences. And you like colors, you like green, they like orange. would you have traded Tom Brady? and when you look at, I mean he is basically like Let's talk a little hoops, you know Celtics in the first quarter in the last game. and make people in the Bay area feel a little uneasy. in honor of both of you guys. Alright, and we can talk, if they get to the finals I can't imagine what the day after the Superbowl We look forward to seeing you Veeam World We'll be there for sure. in just a moment.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave ShacochisPERSON

0.99+

AmazonORGANIZATION

0.99+

Dave VelantePERSON

0.99+

GoogleORGANIZATION

0.99+

Dave VellantePERSON

0.99+

Lisa MartinPERSON

0.99+

AWSORGANIZATION

0.99+

IBMORGANIZATION

0.99+

Francis HaugenPERSON

0.99+

Justin WarrenPERSON

0.99+

David DantePERSON

0.99+

Ken RingdahlPERSON

0.99+

PWCORGANIZATION

0.99+

CenturylinkORGANIZATION

0.99+

Bill BelichikPERSON

0.99+

MicrosoftORGANIZATION

0.99+

Peter BurrisPERSON

0.99+

DeloitteORGANIZATION

0.99+

Frank SlootmanPERSON

0.99+

AndyPERSON

0.99+

Coca-ColaORGANIZATION

0.99+

Tom BradyPERSON

0.99+

appleORGANIZATION

0.99+

David ShacochisPERSON

0.99+

Amazon Web ServicesORGANIZATION

0.99+

Don JohnsonPERSON

0.99+

CelticsORGANIZATION

0.99+

DavePERSON

0.99+

MerckORGANIZATION

0.99+

KenPERSON

0.99+

BerniePERSON

0.99+

OracleORGANIZATION

0.99+

30 percentQUANTITY

0.99+

CelticORGANIZATION

0.99+

LisaPERSON

0.99+

Robert KraftPERSON

0.99+

John ChambersPERSON

0.99+

Silicon Angle MediaORGANIZATION

0.99+

San FranciscoLOCATION

0.99+

JohnPERSON

0.99+

John WallsPERSON

0.99+

$120 billionQUANTITY

0.99+

John FurrierPERSON

0.99+

January 6thDATE

0.99+

2007DATE

0.99+

DanielPERSON

0.99+

Andy McAfeePERSON

0.99+

FacebookORGANIZATION

0.99+

ClevelandORGANIZATION

0.99+

CavsORGANIZATION

0.99+

BrandonPERSON

0.99+

2014DATE

0.99+

Patrick Osborne, HPE | VeeamON 2018


 

(upbeat electronic music) >> Announcer: Live from Chicago, Illinois, it's theCUBE, covering Veeamon 2018. Brought to you by Veeam. >> Welcome back to Chicago everybody, the Windy City, you're watching theCUBE, the leader in live tech coverage and we're here day two at Veeamon 2018, theCUBE's second year doing Veeamon, and I'm Dave Vellante, with my cohost, Stu Miniman. Patrick Osborne is here, the newly minted VP and GM of big data and secondary storage. >> And CUBE alumni. >> HPE and many time CUBE alumni, did you get a sticker? >> Yeah, it's already on my laptop. >> Oh, awesome, great to see you again. >> Good to see you guys. >> Thanks so much for coming on, always fun at Veeamon. >> Yep. >> They have a big presence. Your show, HPE Discover, they painted the Chi-Town green. >> Patrick: Yep. >> What's going on at the show for you guys? >> So a huge partner for us, in our ecosystem, as you guys know, HPE and the world of virtualized workloads, like, you know, we definitely own the space in terms of the number of Veeams sitting on our infrastructure and they are a great partner. You know, we've got thousands of customers, and I think what we're seeing, too, is that as Veeam grows up into the midsize and enterprise space, that is, you know, that's where our wheelhouse is. And so we're getting a lot of customer interactions in that space, and then, with some of our offerings around Nimble and SimpliVity, where they play very well in the commercial segments, that's a great way for us to go grab new logos, be present in the channel. So it's a really good partnership for us on both ends. >> I definitely want to understand what's going on in big data, but before we get there, let's talk a little bit about secondary storage and your point of view there. We know that data protection is moving way up on the list of CXO priorities, we also know there's a dissonance in the customer base, between the expectations of how much automation is actually there from the line of business, versus what IT can deliver. >> Patrick: Yeah, yeah. >> And so there's this gap and now you have multi-cloud coming on in a big way, digital transformation, and so it feels like backup and recovery and data protection is transforming. Throw in security and it even complicates it further. What's your point of view on what's going on in this mix? >> Well, certainly the sands are shifting in the secondary storage market. I think because of a heightened customer expectation in this area, whether it's, you know, I want to do more with my data, running things that we do at Veeam, like test data, automation, Sandboxing, security, you know, ransomware. All those are higher level data services than just what people were doing in the past around backup and recovery. So for us, we're really focused a lot on automation right in this space. The death of backup and recovery in that traditional space is essentially caused by comPlexxity, right? So automate or die in this space, nobody wants to deal with backup, right? What you want is outcomes, and what we're doing is, for our product line, we've got sort of this three-tiered mantra, of predictive, cloud-ready and timeless. So we want to be able to, through platforms like InfoSite, be able to heavily, heavily automate all those activities. Cloud-ready, because, you know, as we talked before, it's a hybrid world. People, especially in secondary storage, want to have some data on-prem, and certainly a lot of it for archival and retention off-prem. And then, timeless is sort of this scenario around, even though I'm operating a data center, I want the purchasing experience to be elastic, and like, again, the cloud, right? So consumption-based as a service. So that's what we're trying to bring to the market for secondary storage and storage in general. >> Dave: Awesome. >> Patrick, as I look at this space, you talk about that hybrid, multi-cloud world that we talked about. The two big, main things are data and my applications. So you talked a bit about the data, connect for us, kind of the applications and things, cloud native and 12 factor microservices, versus traditional applications. And you've got that whole spectrum, what are you seeing from your customers and how are you helping them? >> Yeah, so, we're definitely seeing a lot of the tech leading customers in the enterprise from HPE, you know, the big logos, right? They're out there disrupting themselves, disrupting industry, are massively betting on analytics, right? So, they've moved certainly from databases to batch now, it's all, you know, I think people call it fast data, streaming analytics, Kafka, Spark. So we're seeing, that part of our business that HPE's growing, like, non-sequentially, right? So it's really good business for us. But what's going on right now, is that the customers who are doing this, these are all net new apps. Kubernetes, you know, new styles of application, it's not a rip and replace, it's more of an augmentation scenario, where you're providing new services on top of existing apps. So that is very new and I think one of the things we'll see over the next couple of years is, how do I protect those workloads? How do I provide multi-cloud for them? So it's an interesting space, it's very nascent, a lot of tech-heavy investment going on for the, you know, the big players in the market. But that's going to have a long tail into the mid range. >> How will the data protection architecture sort of change for those new emerging applications? You know, maybe IoT is another piece of that. And maybe, where does your partnership with Veeam fit into that? >> Yeah, so we are having a number of strategy discussions on that this morning, you know. And I think that space is, you know, there's a lot of identification that has to go on. Do I want to back it up, do I care? Right, are those persistent streams? Or that IoT data that's coming in, do I really have to back it up at the end of the day or can I back up the results? So, a lot of it is not just an availability issue, it's certainly a data management issue. But a lot of the tools that we would need to do that, today, they're focused on bare-metal, VM wear, virtualization, a lot of stuff that hasn't been written yet, right? So I think there's a lot of actual tech development that has to go on in this space and I think we're kind of poised together as partners to deliver in that area the next couple years. >> You guys have this tagline, "We Make Hybrid IT Simple." >> Patrick: Yes. >> IT, you know-- >> Patrick: Very quantifiable. >> It ain't simple. (laughter) So, where does storage fit into that equation? >> Yeah, the stats that blow my mind was, I think IBC came out with this, was that there's essentially around 500 million apps in the data center today. And then, in any sort of spectrum of bare-metal, being virtualized, maybe being containerized, in the next four years there's going to be 500 million net new apps, right? So that's like, it's mind blowing, in terms of, most people have a flat budget, maybe a little increase. So you think that you're doubling the amount of apps you have and all the services around it. So for us, the automation piece is absolutely key, right? So anything we can do with InfoSite as a platform, we're going to be extending that to other products, you see we've done it for 3PAR, we'll be bringing that experience. But anything we can do around automation, analytics, that's going to take a lot of the mystery and comPlexxity out of managing these apps and services, I think is a win for the customers, and that's why they're going to buy into the platforms. >> Yeah, it's like, imagine if you're a young family, you've got two kids and you have twins. >> Patrick: Yeah. (laughter) >> Uh-oh. (laughs) >> Or you decide to have two more, like I did. (laughter) >> Patrick, we've been talking about intelligence in the storage world for decades. >> Yes. >> Why is it real, you know, more real and different now, than it was in some of the previous generations? >> Yeah, I think, you know, some of the techniques... So, we've had systems that have called home and brought telemetry home forever, right? But I think what's going on is that, as you take the tools that we've developed, and a lot of them are new, right, that are allowing you to do this, it's the practition of the data science, which is like the key, at the end of the day. InfoSite is an amazing piece of technology, a lot of the magic is in the way that you set up your teams, and to be able to take that on, right? So, it's no longer a product manager, an engineering guy, support person in a different organization, right? What we have is what's called a peak team, right? Which just takes all the functions, brings them together with a data scientist, to be able to take a look at, how can I do machine learning, AI, a more predictive model, to actually take use of this data, right? And I think the techniques and the organizational design is the big change that's happened over the last couple of years. Data's always been there, right? But now we know what to do with that. >> Yeah, and like you said before, the curve is reshaping, it's not this linear Moore's Law curve anymore. >> Patrick: Yeah. >> It's this exponential curve. >> Patrick: Exactly. >> I can't even draw it anymore you know, it used to be easy, just put the dotted line straight out, now it's twisting. So, that increases the need obviously, for automation. Now talk about how HPE's automation play is differentiable in the marketplace. >> So I think a couple of things from a differentiated perspective. Obviously we talked a lot about InfoSite as a platform, as a portfolio company, we're definitely trying to take out the friction, in terms of the deployment and automation of some of these big data environments. So our mission is to be able to, like you would stand up some analytic workloads in the public cloud, to provide that same experience, on-prem, right? And essentially be the broker for that user experience. So that's an area that we're going to differentiate, and then, you know, in general, there's not that many mega portfolio companies, right, anymore. And I feel like, that we're exploiting that for our customers, bringing together compute networking and storage. And certainly on the automation side. So you know, for us, I really feel that you're no longer going to be buying on horizontal lines anymore. You know, best of breed servers, best of breed networking, best of breed storage, but bringing together a complete, vetted stack for a set of workloads, from a vendor like HPE. >> Yeah, and it was just announced, the deal's not closed yet, but just to mention to the audience, HPE just made an acquisition of Plexxi, a networking specialist-- >> Patrick: Yeah, a good friend, too, Rich Napolitano. >> Rich Napolitano. Just this week, which is interesting, because that brings cloud scale to some of the hyperconvergence infrastructure. It's essentially hyperconverge networking, so really interested to see how that plays out. HPE has made a number of really effective acquisitions over the last several years, starting really with 3PAR, was the one. Clearly Aruba, you know, the Nimble acquisition, you know, SimpliVity, so, SGI. So some really strong, both tactical and strategic moves for HPE, really interested to see how Plexxi sorts out. Okay, we got to talk sports for a minute. I asked Peter McKay this question, I asked his boss, some sports fans, if you were Robert Kraft, would you have traded Tom Brady? >> (sharp inhale) No. >> No way? >> No way, no way. >> Okay, that's consistent with McKay. >> Yeah, no way, that's like trading Montana, that didn't work out. >> That did work out, right? They traded Montana, then they won another Superbowl. >> Yeah, I know, I mean, I think, for me, he's an icon and then he's still operating at maximum efficiency, which is amazing, but I think he got a lot of legs in him. >> What do you think of the... Well hopefully he stays, hopefully he does play 'til 45. What do you think of the Garoppolo trade, though? Are you disappointed that they didn't get more, or do you think it was the right move to hang on, just in case Brady went down again? >> I think it's the right move at the end of the day, right? You're not going to get much from him anyways, and they're certainly not going to pay him out as a backup quarterback. What I don't like, though, is the fact that he's gone to the 49ers, and that's where most of my engineering team is in the Bay Area. So, to have to deal with yahoo 49ers fans, you know, for the next couple years, is going to be painful. But it's good, it's a good renewed rivalry. >> So you're not a-- >> Celtics, Warriors, you know, Patriots, Niners. >> You're not an instant transplanted 49ers fan, because of Garoppolo, right? >> Patrick: No, absolutely not. >> He's a carpet-bagger, right? >> He's out, he's off the team, he's out of the house. >> I love it, okay, Bruins were a big disappointment this year. >> Yeah, yeah. >> We thought that, you know, the Celtics were super exciting, let's go there, I mean. You know, you watched the Celtics early in the year, 'cause your like, after Hayward went down, you're like, kind of' we were all walking around like this. And then you-- >> I felt like, it's like where Kennedy was shot, right? I know exactly where I was, right? >> Right, and you had people blaming Danny Ainge for, like, making a move, I'm like, come on, guys. And you see what happened with the young players, and then they sort of tailed off a little bit, they were struggling, you know, Ky was trying to find his way and now they're the exciting team. Up to on Cleveland, I mean, you got to believe that Lebron is going to step up his game with a little home cooking. But let's assume for a second that they get by Cleveland (laughs) which will be a huge task. I mean, I don't think there's anybody in the NBA who can stop Kevin Durant, but I'd love to see Marcus Smart try. >> So two things in that scenario. One is that, who needs Kyrie Irving more right now, Cleveland or Boston, right? (laughter) Which is amazing, can you imagine saying that a couple months ago? It blows my mind. And then, for me, it's a revamping of the NBA, right? If you get the Celtics versus the Warriors in that style of play, I mean, it's definitely, it's changed the whole game, right? Shooting guards, ballers, I think it's fantastic to see, you know, a whole new style of play in the NBA. >> It's so exciting to see the Celtics back in. >> Team basketball, defense, passing, all of it, it's great. >> And ESPN is losing their minds, they don't know what to do. Stephen A Smith doesn't know what to say. >> Patrick: ESPN Live. >> He's actually pissed I think, yeah. (laughter) So, now, Stu, you're a Yankees fan, of course, and you know my line on the Yankees. Stu's kind of a weekend Yankees fan. My line on the Yankees is, that sucks you can't beat us in April. (laughs) Here it is in May. >> Dave, I'm just quiet around you, because I know where my paycheck comes from. >> I appreciate that perspective, Stu, okay. >> Patriots win, we're in agreement. >> Think about all these renewed rivalries, it's great. Celtics, Sixers, Red Sox, Yankees, it's unbelievable. >> And like I said, San Francisco-- >> Patrick: Phillies! >> And the Pats. >> The Pats! >> Well Patrick, always a pleasure seeing you, thanks for making time out of your busy schedule. >> Yeah, absolutely, it was great. >> For coming on theCUBE. Alright, keep it right there everybody, we'll be back with our next guest, right after this brief break. You're watching theCUBE, Live from Veeamon 2018. (upbeat electronic music)

Published Date : May 16 2018

SUMMARY :

Brought to you by Veeam. Patrick Osborne is here, the newly minted VP and GM Your show, HPE Discover, they painted the Chi-Town green. and enterprise space, that is, you know, in the customer base, between the expectations of how much And so there's this gap and now you have multi-cloud in this area, whether it's, you know, So you talked a bit about the data, it's all, you know, I think people call it fast data, And maybe, where does your partnership And I think that space is, you know, So, where does storage fit into that equation? So you think that you're doubling the amount Yeah, it's like, imagine if you're a young family, (laughs) Or you decide to have two more, like I did. in the storage world for decades. a lot of the magic is in the way that you set up your teams, Yeah, and like you said before, the curve is reshaping, I can't even draw it anymore you know, it used to be easy, So our mission is to be able to, like you would stand up Patrick: Yeah, a good friend, too, Clearly Aruba, you know, the Nimble acquisition, that didn't work out. That did work out, right? Yeah, I know, I mean, I think, for me, What do you think of the... So, to have to deal with yahoo 49ers fans, you know, I love it, okay, Bruins were a big disappointment We thought that, you know, Up to on Cleveland, I mean, you got to believe that Lebron you know, a whole new style of play in the NBA. And ESPN is losing their minds, and you know my line on the Yankees. because I know where my paycheck comes from. Celtics, Sixers, Red Sox, Yankees, it's unbelievable. thanks for making time out of your busy schedule. we'll be back with our next guest,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Danny AingePERSON

0.99+

PatrickPERSON

0.99+

McKayPERSON

0.99+

DavePERSON

0.99+

Dave VellantePERSON

0.99+

Peter McKayPERSON

0.99+

Robert KraftPERSON

0.99+

YankeesORGANIZATION

0.99+

Rich NapolitanoPERSON

0.99+

KennedyPERSON

0.99+

BradyPERSON

0.99+

HPEORGANIZATION

0.99+

CelticsORGANIZATION

0.99+

Kevin DurantPERSON

0.99+

two kidsQUANTITY

0.99+

Kyrie IrvingPERSON

0.99+

Patrick OsbornePERSON

0.99+

SixersORGANIZATION

0.99+

Stu MinimanPERSON

0.99+

VeeamsORGANIZATION

0.99+

Red SoxORGANIZATION

0.99+

VeeamORGANIZATION

0.99+

IBCORGANIZATION

0.99+

PatriotsORGANIZATION

0.99+

Stephen A SmithPERSON

0.99+

Tom BradyPERSON

0.99+

Marcus SmartPERSON

0.99+

GaroppoloPERSON

0.99+

CUBEORGANIZATION

0.99+

StuPERSON

0.99+

ESPNORGANIZATION

0.99+

AprilDATE

0.99+

Bay AreaLOCATION

0.99+

KyPERSON

0.99+

MayDATE

0.99+

twoQUANTITY

0.99+

yahooORGANIZATION

0.99+

LebronPERSON

0.99+

WarriorsORGANIZATION

0.99+

PlexxiPERSON

0.99+

SGIORGANIZATION

0.99+

HaywardPERSON

0.99+

NimbleORGANIZATION

0.99+

second yearQUANTITY

0.99+

ChicagoLOCATION

0.99+

NinersORGANIZATION

0.99+

twinsQUANTITY

0.99+

49ersORGANIZATION

0.99+

around 500 million appsQUANTITY

0.98+

OneQUANTITY

0.98+

3PARORGANIZATION

0.98+

ClevelandORGANIZATION

0.98+

BostonORGANIZATION

0.98+

this weekDATE

0.98+

ArubaORGANIZATION

0.98+

12 factorQUANTITY

0.98+

SuperbowlEVENT

0.98+

SparkTITLE

0.97+

both endsQUANTITY

0.97+

Windy CityLOCATION

0.97+

two thingsQUANTITY

0.97+

VeeamonORGANIZATION

0.97+

Paul Mattes, Veeam | VeaamON 2018


 

>> Announcer: Live from Chicago, Illinois. It's theCUBE. Covering VeeamON 2018. Brought to you by, Veeam. >> We're back at VeeamON 2018 in Chicago. You're watching theCUBE, the leader in live tech coverage. My name is Dave Vellante with Stu Miniman. Paul Madison is here he's the vice president of global cloud business at Veeam. Cloud, is where all the action is. Paul, thanks for coming back on theCUBE. >> No, Dave good to see you again, Stu good to see you. >> So you guys have made, you know, a major push obviously into the Cloud. We talked about, with Peter, that you know Veeam used to be product company. Now you're a platform company. Platforms beat products as we know and Cloud is a key part of that. It's a distribution channel, it's a technology, it's a disruptive force. What's your take on what's happening in Cloud? >> So, we're loving what's going on in the Cloud market space. I think, and I've talked with you guys about this before, the pace of innovation that's happening is absolutely remarkable. And it's all about delivering value for the customer. I heard Danny talk about business outcomes in the Cloud. We see this again and again, the Cloud is emerging as the platform or series of platforms that customers can drive innovation, can drive business agility. And we're excited about that because as the customers are moving there now we are evolving our platform to allow them to know that no matter what infrastructure, what platform they use they've got an answer in Veeam. Right? From a data protection, intelligent data management perspective... Veeam's got an answer. So, we see incredible market opportunity, we see accelerate in innovation and we see our platform evolving to take advantage of all that. >> So as the head of Cloud at Veeam, how does it work? Do you have product requirements, obviously you've got channel relationships to get building how do you spend your time architecting, I mean, how did you architect sort of the Cloud plan for Veeam? >> Yeah, it's still a work in process obviously. We are constantly evolving it as the market changes, we have to continue to evolve our strategy. But I have a lot of internal partners, you know, I partner really closely with Danny's organization from a product strategy. I partner very closely with Anton Gostev on product management, I partner really closely with Carey Stanton on our alliance partners. Because as you can imagine all of them are moving towards the Cloud or have a Cloud strategy. I work with people on pricing, licensing, sales, and marketing. And it's just this great, wonderful ecosystem that we have internally. Where we assess where we want to be, we assess where the platform has to go and we try to evolve all those things together. It's not trivial, there's a lot of work. Especially as we transition from a product company, to a platform company, to a solution company. But those are the kinds of problems that we like to solve, that's exciting stuff for us. >> Paul, wonder if you could speak a little bit to that partner ecosystem. So, you know, we went through years of public cloud is the enemy or public cloud said everything is going here to, you know, the Cloud service providers. And even the traditional vars and integrators, many of them worked with Microsoft for years. Lots of them now working with Amazon in some way or another. >> Paul: Right. >> Walk through a little bit that dynamic of what you are seeing, of course you play it across all of them so you've got a great vantage point. >> Yeah, sure. It's a great question, and it has, Stu, it's evolved in the last I'd say 18 to 24 months. It used to be, when I first started at Veeam, I went to a partner conference and I was six weeks into my tenure at Veeam and I came from Microsoft Azure And the looks on the peoples faces was, oh my God, you know, Veeam is going 100% asual. As the Azure guy here public cloud was bad, right? And so it lit people up and I tried to, and continue to rapidly assure them, no, that's not the enemy, that's not where we're going. We see an evolution now where we do see some Cloud service providers saying, we have to understand that customers want to go there, so I need to be a part of that market. That's why we're making the choices that we're making in terms of how we engineer the platform is that it's about customers having choice. And so, it's not the easiest dynamic to manage, as you might be aware of. But there is value, you see firms that will, now are starting to say, okay I can differentiate based on maybe a vertical orientation that I have. I'm going to specialize by going after the enterprise or by going after health care, financial services. And they're saying alright, those big players are here to stay. I better, I should figure out how to get along with them and how I can add value on top of them. Because from my perspective, and those big hyper scale or public clouds. Sometimes I call them a canvas, you can paint on them. But cloud and service providers can really help bring another level of intimacy to those platforms for their customer and drive value for their customer. So co-opting those large platforms is a good strategy. >> Yeah, alright, so Microsoft background. One of the things that caught our eye is, I believe, it was 2500 downloads already of the Veeam solution. >> Yes. >> For Azure. >> Yes. >> Broad reduction and betaWS, give some color on what's happening with public now. >> Yeah, sure, so we are super excited about what's happening with our Cloud partners. We've had tremendous growth in our VCSP business. We have over 19,000 of them now, globally, which is a huge ecosystem of partners. We've seen 58% year over year growth there. Fantastic growth in the number of machines that are protected by Veeam and Veeam powered services. The AWS marketplace has been, the AWS market is one that we've now, you know, jumped into with our acquisition of N2WS. We've seen terrific, I don't know if you're talking with Ezra or anybody from the N2W side. But they've seen 153% year over year growth since coming on board with Veeam. We have Office365 now, Danny talked a little bit about the new version of that, that we're in private beta of right now. That market is taking off tremendously. We've seen 29,000 downloads of that, 29,000 different customers that have downloaded that. We're currently protecting around three million mailboxes of Office365, so there's just a lot that's, our work with the IBM Cloud, is terrific. They are here, they're our sponsor. Great things going on there, 1,000% growth in the VM's that are deployed using it, on the IBM Cloud. Now their resiliency services practice is building up around Veeam. So there's just this tremendous momentum across all the dynamics of our Cloud business right now. >> Well, customers have to place bets. We love sports analogies in theCUBE. Kentucky Derby just went down, we have the Preakness coming up. And customers I feel like they're placing bets on what's called the under card, right. You've got the big race is the Kentucky Derby, well there's a bunch of races leading up to that, they call that the under card. People warm up, they make little bets here, little bets there. But then when it comes to the big race that's when they put down their big money. And I feel like the Cloud bets have largely been on the under card to date. When you talk to customers, well first of all do you agree with that, and are they asking you, okay, you know, which Cloud should I use where? What bets should I place? Having, you know, run the Azure group, you've got a perspective on this. What do you see customers doing and how do you advise them? >> Yeah, so, that's a great question, what we... So let me take you back a little bit. We did see early on customers that sort of nibbled around the edges, around the under card, and made small bets on it and then for whatever reason made the decision to dive in big. And I think a number of them that didn't work out quite well because as they were going through the under card and managing through that they didn't learn as much as they needed to or the platforms evolved so that they ended up saying, wait a minute, hold on, we maybe shouldn't have made that bet. Alright? So, customers now are, I think they're taking a little more of a smart approach towards it because they realize that, hey, going 100% in with one provider is going to be a challenge, right? They are worried about the old vendor lock in and portability across clouds. We obviously will talk to customers about multi-cloud world, 81% that we surveyed said, I'm not going to have a single Cloud provider. I'm going to try to figure out which work loads to put where. And we're going to continue to help advise them and help figure out how they do that. How those different cloud infrastructures factor into their data protection and availability strategies. >> Yeah, so when you get to the database, the middleware on up and you take that approach. Then, obviously there's substantial skillsets that you're going to need whether you're using, you know, Amazon's databases or Oracle's or IBM's, et cetera. At the infrastructure level, however, and I think this is part of your strategy, you can potentially standardize, you know, you guys want to be the standard for the data protection platform. But you've got to earn their trust and the right to do that. >> Paul: Absolutely. >> But if we're understanding that right, that is the strategy, right? To sort of take that stress away from them, let them worry about which database, which SaaS application. But from an infrastructure stand point, you can rely on Veeam to be that data protection platform. >> That's exactly right. And I think when you were talking with Danny earlier is any app, any data, any cloud. Regardless of where you want to go, bet on us, we've got the answer for you. >> Okay so then follow-up question. Why you guys? You've got system vendors, you've got storage vendors, you know, to a certain extent you got quasi security players. Big established companies, start-ups. Why Veeam? >> Well, I think because of a couple of reasons. First of all the platform is extensive and continuing to grow. And we, I'm thrilled that we are, you know, we've got the platform elements of it. I think you said earlier, platforms always trump products. I'm a firm believer in that. I love platforms. I think the second reason is we're a partner driven and customer driven organization. I know that sort of, that can sound like sort of mom and apple pie but the reality is we are 100% channel focused. We don't compete with those channel partners, we don't compete with cloud service providers. We can enable all of them. And so you've got a great platform, with a great organization that knows how to partner and wants to partner. Those two things come together and make us a great choice. >> How do you, I haven't asked anybody this, I wonder if you'll give us your perspective. Because you're pure channel, how do you, and at the same time customer driven, how do you get that feedback? Obviously you go in with channel partners but how do you ensure that you're getting the high fidelity feedback from the customers? >> So, get with the customer. (laughing) You know, we're 100% channel driven but we are arm in arm with our channel partners. It's not, you know, in some areas of the business, yes there's a lot that goes on that Veeam folks don't get involved with. But when it matters, when it counts, we're arm in arm with our channel partners. We go and visit together, we spend that time, we invest that time. We do partner advisory councils, we do customer advisory boards. You know, we're not... It's not diffused through the channels, I guess is what I want to say. It's very much a true partnership where we are engaged fully. >> Okay, let's get into it. You're a Philly fan, your boss is a Patriots fan. >> Paul: I've heard that, yes. >> You got, I mean. Listen, as a long time Philly fan it's like one of the best feelings in the world when your team wins the Super Bowl. First of all, having your team in the Super Bowl for two weeks having that hype lead up is just the greatest thing in the world, even though you just can't wait for kick-off. But I got to say congratulations. >> Thank you. >> I know you've got to feel good about that. >> Thank you, we feel great about it. It took us a couple of days to catch our breath after the game and quite frankly even during the game. Hey, listen, Tom Brady, two minutes ago has the ball, we were all getting ready to leave the party because we said, hey, we've seen this movie before, we know what's going to happen. Go down the field, touchdown. We're out. >> You can't watch. >> Can't watch it, can't watch it. I really didn't watch the last 30 seconds of the game 'cause I just had my (laughs). No we were super happy about it, I will be honest and say it's been a source of on-going rivalry inside of Veeam. Because we have quite the Boston contingent. But, we've got the trophy. >> Well, pretty amazing that, well 'cause Philly had the really outstanding defense >> Yeah. >> Which everybody tries to predict before the game, right, and then Brady shreds the Philly defense. Who would have known that Nick Fowles is going to score every single time he had the ball except the one fluke interception. >> Paul: Yeah. >> It was really an unbelievable game. I mean, as a Pats fan, we were heartbroken, but wow what a game. >> We loved it and, honestly, the guys have been great about it and almost, I don't know if Peter falls in this category, but almost everyone has said, yeah well Philly was the better team. We lost a great game to a better team, there's been no, oh well, one of our guys tried to say, hey, that whole Philly special play should have been called an illegal formation. But then I gave him a list of all the violations that the Patriots have had in the past five years and he's like, okay. >> Yeah you don't want to sound like the raving fan, right? You know, calling the ineligible, eligible. >> Paul: Right. >> Look, Brady, they made that great call. Brady couldn't make the catch, he couldn't make the catch. Nick Fowles made the catch. Okay then when it came down to execution they stared, you know, into the abyss and they didn't blink. I mean, ya got to give em' credit. And Villanova, I mean, that was awesome. >> They were just a machine. >> Sixers, what happened? Big favorite. I think young team. >> Young team, look, they're going to be good for a while. >> Dave: Should be a good rivalry. >> I think Ben Simmons, you know, he's going to come up. Joel Embiid is an absolute beast but I got to hand it to your team and your coach, I mean, I think in some ways we got out-coached a little bit. >> Dave: When Larry Bird came up and Dr. J was, you know, didn't want to relinquish that mantle. That was some of the best rivalries in the early 80's. With the Sixers and the Celtics so hopefully that will get better. >> Paul: Hopefully we'll get that going again. That'll be awesome. >> We love talking sports and we love talking sports with guys in tech that love sports. Paul, thanks very much for coming back. >> Hey, my pleasure man, thanks for having me, really appreciate it, thanks, guys. >> Alright, keep it right there, everybody, we'll be right back with our next guest right after this short break.

Published Date : May 16 2018

SUMMARY :

Brought to you by, Veeam. he's the vice president No, Dave good to see you that you know Veeam used in the Cloud market space. it as the market changes, And even the traditional of what you are seeing, And the looks on the peoples One of the things that caught our eye is, happening with public now. Fantastic growth in the And I feel like the Cloud bets have made the decision to dive in big. and you take that approach. that is the strategy, right? And I think when you were you know, to a certain extent that we are, you know, feedback from the customers? some areas of the business, boss is a Patriots fan. is just the greatest thing in the world, I know you've got to and quite frankly even during the game. last 30 seconds of the game the one fluke interception. we were heartbroken, that the Patriots have You know, calling the Nick Fowles made the catch. I think young team. going to be good for a while. I think Ben Simmons, you With the Sixers and the Celtics get that going again. and we love talking really appreciate it, thanks, guys. we'll be right back with our next guest

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

AWSORGANIZATION

0.99+

DannyPERSON

0.99+

PaulPERSON

0.99+

DavePERSON

0.99+

PeterPERSON

0.99+

Ben SimmonsPERSON

0.99+

Joel EmbiidPERSON

0.99+

BradyPERSON

0.99+

AmazonORGANIZATION

0.99+

Nick FowlesPERSON

0.99+

Paul MadisonPERSON

0.99+

IBMORGANIZATION

0.99+

VeeamORGANIZATION

0.99+

N2WSORGANIZATION

0.99+

Paul MattesPERSON

0.99+

100%QUANTITY

0.99+

OracleORGANIZATION

0.99+

ChicagoLOCATION

0.99+

Stu MinimanPERSON

0.99+

PhillyORGANIZATION

0.99+

58%QUANTITY

0.99+

MicrosoftORGANIZATION

0.99+

two weeksQUANTITY

0.99+

PatriotsORGANIZATION

0.99+

SixersORGANIZATION

0.99+

153%QUANTITY

0.99+

18QUANTITY

0.99+

Anton GostevPERSON

0.99+

1,000%QUANTITY

0.99+

29,000 downloadsQUANTITY

0.99+

Larry BirdPERSON

0.99+

Chicago, IllinoisLOCATION

0.99+

CelticsORGANIZATION

0.99+

2500 downloadsQUANTITY

0.99+

N2WORGANIZATION

0.99+

Super BowlEVENT

0.99+

StuPERSON

0.99+

two thingsQUANTITY

0.99+

81%QUANTITY

0.99+

second reasonQUANTITY

0.99+

24 monthsQUANTITY

0.99+

Tom BradyPERSON

0.99+

oneQUANTITY

0.98+

Carey StantonPERSON

0.98+

six weeksQUANTITY

0.98+

OneQUANTITY

0.98+

29,000 different customersQUANTITY

0.98+

FirstQUANTITY

0.98+

one providerQUANTITY

0.97+

early 80'sDATE

0.97+

Dr.PERSON

0.96+

two minutes agoDATE

0.95+

VeeamPERSON

0.95+

VeeamON 2018EVENT

0.93+

Peter McKay, Veeam | VeeamON 2018


 

>> Announcer: Live from Chicago, Illinois, it's theCUBE! Covering VeeamON 2018. Brought to you by Veeam. >> Welcome back to the Windy City, everybody, you're watching theCUBE, the leader in live tech coverage. This is day two coverage of VeeamON 2018. I'm Dave Vellante with Stu Miniman, my cohost. Peter McKay is here, he's the co-CEO of Veeam. Peter, great to see you again, >> Great to be here David, Stu. >> Thanks so much for making some time. Lovin' the show, we're watching the evolution of Veeam. You know, go from scrappy fighter, now movin' up the stack. We know from our research that data protection and orchestration are moving up the list on CXO priorities. You were brought in to really uplevel, top-level the company's messaging, the branding, the talent. How you feelin'? >> I'm feeling good, I think this was a major step, right. You know, a lot of work going in to just really understanding the market, for me at least. Coming out of VMware and coming into an availability market. So I became a student of the space, talking to a lot of customers, talking to a lot of partners, really pulling together what that business message is, versus a feature-function message. What we were doing to actually help drive the business, you know, especially now when more and more data is being accumulated, more and more companies are digitizing their organization. And for us, we're kind of the ones that keep that up and running. I think it was important for us to make sure that message gets out, to when we deliver it in the market, that people think of us as that strategic solution for their mission critical, always-on, which we call hyper-availability, for the enterprise. Any app, any data, any time. >> Very partner focused event, here. You can't walk anywhere without bumping into a partner. When, you were at VMware for a number of years, and VMware was famous for every dollar spent on a VMware, some number, $15, $17 was spent on the ecosystem. So that was sort of, probably ingrained, in the ethos of your career, right? >> Yeah, and you know, when coming here you recognize there was a lot of great discussions, a lot of good technology integration with, you know, companies like Cisco and HP and NetApp and others. But there wasn't this follow-on go-to market. Like, how can we make it easier for our customers? How can we make it easier for our customers to buy a combined solution versus a technology? And so to do that well, we recognized early that we had to uplevel the relationships we're having with Pure and Nutanix and all these other companies that were really getting in front of these enterprise and mid-market companies, but with multiple tracks. And we felt that if we can do more together with them, that we would have, the customers would have a better experience. And so, we started going down that path, we started to do things more together. Merging that value proposition together with these companies. And then merging our sales efforts together. It brought about a tremendous impact on just the customer success, their experience in leveraging our technology. And this is just kind of the start of it, because I think there's a lot more to come, that on the partner side that I think is going to be, you know that gets us to that two billion, three billion mark. >> Yeah, so I wanted to touch on that so, that combined with the expansion of your product portfolio, the move into cloud and multi-cloud and orchestration expands your TAM significantly. Talk about some of the numbers. Over $800 million in bookings-- >> 827, yes. >> 30 plus percent growth, >> 36. >> 36% growth. >> But who's countin'? (laughs) >> Oh that's good, and so, now, and of course currency as a Swiss based company, let me get this right, currency now is somewhat of a headwind for you guys, right? So you're blowing through that, or no, do you guys hedge or how do you handle it? >> Nope, we're US dollars, everything is US dollars. Everything is US dollars. >> So that's a tailwind then for you guys? >> That is, it is, you know, lookit. We've always operated as a long-term software company. A long term sustainable, we don't have the quarterly, we're not public, right? So we don't have to hit targets in earnings along, and you know currency's going to go up and down at various times. Some days, some times, you're going to have the benefits, the tailwinds and headwinds. So, for us, we just continue to make the right decisions based off of where we see what's the best interests of our customers, what's the best interests of our partners, and then let the dust settle. >> But you do pay attention to the months and the quarters internally? >> We do, yes, well in large part because our ecosystem does, right? When you're selling with Cisco you need to know when their quarter ends, and when their year ends, right? Or Nutanix, because they're all motivated by those quarters. And I've always been in, for the most part, public companies that had that quarter. So we still operate that way, but the way we make decisions is based on what's the long-term best interests of our customers. >> And there's not that external 90-day shot clock, Stu, as we talked about. >> No, yeah, no. Yeah, so Peter one of the things that's really interesting to look at at your company, you're at 133 customers a day. That's 10,000 a quarter. Very different when you talk about the enterprise, it's not just how many customers, but there's, at least traditionally been more, it's more belly-to-belly. You have to be deeper engaged. You've got this partner? Bring us inside a little bit, some of the challengers there are about going from the scale and simplicity that built Veeam, to deeper in to these enterprises. >> That's a really good question, and you know there is two elements of that. The first one is first, do no harm. Your SNB business is cranking double digits, your mid-market is cranking double digits, and invest heavily in this massive opportunity we have in front of us in the enterprise. But make no mistake, that's a major effort that we've embarked on two and a half, three years ago. Our technology, as you mentioned it, is broadening. Our messaging is upleveled. Our focused marketing efforts are very much targeted to very specific customers. Our support is different, I mean everything we do. The ecosystem is different to go into that enterprise space. So it's a massive investment that we're doing around the globe, to get much closer to those companies. But, we're not losing what made us great. Which, get in the door, just get in the door to any of these companies. You're going in, you're going to Coca-Cola, just get in the door and then do a really good job and expand from there, which is really what we've been doing since the beginning. >> On that, you know I heard like, AIX support is coming. All the enterprises like, well but I have this other application that you're not certified. You go down the SAP HANA route, and Oracle and everything else, you can just get bogged down in so much red tape. >> And that's changing, it used to be that we're, not used to be we are the number one VMware backup. We're the number one virtual backup. And we're the best in the world at virtual. But, and Ratmir would always say, we're just going to do virtual, virtual. Well in the enterprise, that can't be, right? You need to be, obviously virtual, cloud, 'cause every conversation you're having is multi-cloud, right? And you need physical, because there's 10, 15, 20% of all these enterprises that are going to stay physical. And so for us, we needed to do that. Now we've done, now we can do virtual, physical, and cloud for our enterprise customer, for everybody, but we see it more in the enterprise. >> When Veeam first started, it saw an opportunity to help with the virtualization problem. Backup had to change with virtualization. Veeam, right place, right time, right product and right attitude, boom. What's more straightforward than what's going on now, what's happening now, and I wonder if you could comment, from our perspective is, there's a dichotomy between what the businesses expect in terms of the levels of data protection, the levels of orchestration and automation that exist, and what IT can deliver. And it seems like Veeam is trying to fill that gap. Which says a couple things, it's a jump ball, to use the basketball analogy, which we'll be talking about later. And the second thing is that there's a lot of potential for customer churn. Which is good news for you guys. >> First off, there's a lot of churn going on. Anybody that bought a solution two, three, four, five, 10 years down the road, the game has changed, right? We kind of track three things. One, it's all about the data, right, and the data today is becoming much more critical for businesses, right? Our business, every business, it's all making better decisions with more critical data and at the right time. The second is it's massive data growth. It's exponential, it's, what did they say? 2x every, every, 10x every five years? And so we're seeing this massive increase in growth of data that if you use the same methods you used in the past, it's really expensive and really difficult to be able to manage that and keep it running and available. And the last is sprawl, it's everywhere. I mean data is on devices, from thermostats to automobiles to everywhere. And so, used to have it sitting in an easy data center, and now the data is everywhere. And so, you have the criticality of data, you have the massive growth in data, and you have a massive sprawl of data. And what we believe is we want to be that hyper-availability solution. That we're protecting that data, we're helping you manage that data, we're helping you orchestrate that data, and be able to protect it for companies who need it in real time because it's becoming so critical today. >> The other change that we would observe, is you're really kind of going from what was a product company, to a platform company. You showed that platform slide. Talk about the importance of platform in the enterprise to sustain growth. >> Yeah, I think there's, in the enterprise obviously it's more complicated. And you know, because of the sprawl, because of all the things I mentioned, it needs a bigger, broader solution that can be able to handle backup, backup and recovery, replication, failover. You need to be able to have a single pane of glass, whether it's in the cloud or on premise. You need to be able to manage and orchestrate workloads, from on premise, I want to put it in Azure, or I want to put it in Service Provider, and so the ability to be able to automate and orchestrate that movement requires a platform to be able to do that. With us, but also the ecosystem, right? I mean do it with the hardware providers, people who have a component for security, to make sure that if we detect ransomware, to kick off a backup, a clean backup. And so, this orchestration and automation is going to be a critical part of that platform. >> Peter, I wonder if we could step away from the technology for a second, talk a little bit about culture. We've been noting you come on board, Veeam's always had a good team, but been bringing on some key pieces, especially help focused on the enterprise. It's a challenge for a lot of companies to get into that space. Why is Veeam positioned well, talk to us about your methodology on how you bring these type of people in. >> We have, we've grown a thousand people over the last 12 months and that's on top of what we did the year before, and we're probably going to add another seven, eight, a thousand people this year. And the key is to do two things. One, we're investing heavily in our team, today, right? Because we're growing at 36% year over year, you're doubling almost every three years, less than three years. So you need to have that investment in the existing team, married with skillsets from outside, and bring in the best talent I can get to blend with that culture. So marry the culture of old with the culture of new, and that's, you know we look for hungry, humble, and smart. People who fit that description, that's what we look for, that's what we check for when we're recruiting top talent, whether an executive or you know, a front line sales rep or customer support. >> So, we only got a couple minutes, I got a question. If you were Robert Kraft, would you have traded Tom Brady? >> Oh, you saved that question! (laughs) >> What do you think? We're going to chime in, Stu and I have an opinion. >> If I was Robert Kraft, no, I would not have traded Tom Brady, Tom Brady has earned the right to plan his future with the Patriots. I think this needs to be a happy ending for Tom Brady, and I think it would be a happy ending for Robert Kraft, I would have proactively figured out how to handle Garoppolo far better than they did, I thought they handled that poorly, but no I would not have traded Tom Brady. >> So you mean, you would have wanted to get more for Garoppolo? >> Definitely. >> Yeah obviously, right, okay. >> If you were going to get rid of him, you should have done it sooner, or you should have done it, you should have figured out, how you'd be able to do it later. >> And got more value. Okay, so you're on the side that basically, Brady should be allowed to cash his chit for all these years taking haircuts, okay. (all chattering) >> Most importantly, performance. There's nobody who performed better. >> And Dave, Brady's performance, it's not like he's fallen off a cliff or he's some old man. >> He was MVP! >> Come on Dave, didn't you hear the note today? The reason Tom Brady's staying in there, is he hasn't gotten a thousand yards of rushing yet. I think he's 36 yards off, you know, >> That could take another three more years! >> He's way more mobile now than he was 10 years ago. >> Oh, so you guys are both optimists for the coming year? >> Oh, yeah. Well you know-- >> As long as we don't play the NFC East in the Super Bowl, we're okay. (speaking quietly) >> Okay, how about the Celts? Up two-zip, LeBron really, he showed up in the first quarter last night. I know you couldn't watch the game, because you were hosting a bunch of different events, but do you think LeBron's going to come back at home, a little home cooking? You know, can the Celts make it to the finals? >> I think Brad Stevens has exposed the Cleveland Cavaliers for the team that they are. Which is LeBron and a bunch of other guys. And so I think, yes LeBron's going to have, I mean he had 45 points, so it's like we're waiting for him to break out, hit 45 points and they still lost. So I'm not so sure you're going to see that massive resurgence, I think they'll get one game in Cleveland, I think the Celts will have one game, they'll win one game in Cleveland. >> I mean, I think you're right, I think Brad Stevens has exposed the supporting cast. Now unfortunately, if the Celtics make it that far, the Warriors aren't going to be exposed, 'cause their supporting cast is pretty strong. But it'll be great to get there, to compete. >> How about getting there, with your two top players are out. >> And what do you think, Gordon Hayward comes off the bench next year, he's your sixth man, I mean wow. >> Yeah, who do you trade to get even, and what would you trade for, to make the team better? I mean it's already in great shape. >> It's good to be a Boston sports fan isn't it? >> Peter: It's great to be a Boston sports fan. >> Peter thanks so much for coming to theCUBE, always a pleasure seeing you. >> Dave, Stuart, good to see you. >> Alright, keep right there, everybody, we'll be back with our next guest. VeeamON 2018, from Chicago, you're watching theCUBE.

Published Date : May 16 2018

SUMMARY :

Brought to you by Veeam. Peter, great to see you again, Lovin' the show, we're watching for the enterprise. in the ethos of your career, right? And so to do that well, Talk about some of the numbers. Nope, we're US dollars, and you know currency's but the way we make decisions is based on And there's not that You have to be deeper engaged. and you know there is You go down the SAP HANA route, You need to be, obviously virtual, cloud, to help with the virtualization problem. and be able to protect it for companies in the enterprise to sustain growth. and so the ability to be able talk to us about your methodology And the key is to do two things. If you were Robert Kraft, would We're going to chime in, I think this needs to be a or you should have done it, Brady should be allowed to cash his chit There's nobody who performed better. And Dave, Brady's performance, I think he's 36 yards off, you know, than he was 10 years ago. Well you know-- play the NFC East in the going to come back for him to break out, the Warriors aren't going to be exposed, with your two top players are out. And what do you think, and what would you trade for, Peter: It's great to for coming to theCUBE, good to see you. we'll be back with our next guest.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

Stu MinimanPERSON

0.99+

Peter McKayPERSON

0.99+

CiscoORGANIZATION

0.99+

LeBronPERSON

0.99+

Gordon HaywardPERSON

0.99+

BradyPERSON

0.99+

DavidPERSON

0.99+

$15QUANTITY

0.99+

Tom BradyPERSON

0.99+

VeeamORGANIZATION

0.99+

HPORGANIZATION

0.99+

Brad StevensPERSON

0.99+

RatmirPERSON

0.99+

two billionQUANTITY

0.99+

36 yardsQUANTITY

0.99+

PeterPERSON

0.99+

90-dayQUANTITY

0.99+

10QUANTITY

0.99+

$17QUANTITY

0.99+

45 pointsQUANTITY

0.99+

DavePERSON

0.99+

Robert KraftPERSON

0.99+

NutanixORGANIZATION

0.99+

sevenQUANTITY

0.99+

2xQUANTITY

0.99+

StuartPERSON

0.99+

CelticsORGANIZATION

0.99+

StuPERSON

0.99+

two elementsQUANTITY

0.99+

two thingsQUANTITY

0.99+

36%QUANTITY

0.99+

Over $800 millionQUANTITY

0.99+

one gameQUANTITY

0.99+

Tom BradyPERSON

0.99+

VeeamPERSON

0.99+

next yearDATE

0.99+

firstQUANTITY

0.99+

less than three yearsQUANTITY

0.99+

threeQUANTITY

0.99+

three more yearsQUANTITY

0.99+

second thingQUANTITY

0.99+

ChicagoLOCATION

0.99+

VMwareORGANIZATION

0.99+

three thingsQUANTITY

0.99+

FirstQUANTITY

0.99+

secondQUANTITY

0.99+

Super BowlEVENT

0.99+

Cleveland CavaliersORGANIZATION

0.99+

15QUANTITY

0.99+

Chicago, IllinoisLOCATION

0.99+

10xQUANTITY

0.99+

OneQUANTITY

0.99+

WarriorsORGANIZATION

0.99+

two top playersQUANTITY

0.99+

PatriotsORGANIZATION

0.99+

PureORGANIZATION

0.99+

NetAppORGANIZATION

0.98+

Coca-ColaORGANIZATION

0.98+

OracleORGANIZATION

0.98+

10 years agoDATE

0.98+

three years agoDATE

0.98+

twoQUANTITY

0.98+

todayDATE

0.98+

three billionQUANTITY

0.98+

CeltsORGANIZATION

0.98+

fiveQUANTITY

0.97+

last nightDATE

0.97+

bothQUANTITY

0.97+

10 yearsQUANTITY

0.97+

Carey Stanton, Veeam | VeeamOn 2018


 

>> Narrator: Live from Chicago, Illinois it's theCUBE. Covering VeeamON 2018. Brought to you by Veeam. >> Welcome back to VeeamON 2018. This is theCUBE, the leader in live tech coverage. My name is Dave Vellante with my co-host Stu Miniman. #VeeamON, our second year of VeeamON coverage, this is day one. Carey Stanton this year is the Vice President of Strategic Alliances at Veeam. We're having a great conversation about it. Hockey, Cape Cod. >> Golden Retrievers. Golden Retrievers. >> Oh, I love dogs. >> Dave, how many times do we travel the world and talk to a local? (laughs) >> Boston area guy. >> So welcome to theCUBE. >> Thank you very much. >> And welcome to Boston. >> A year and a half in Boston, right downtown empty nesters. My two children are back doing university in Canada. I've got a sophomore and a junior so my wife and I are living in Boston empty nesters, it's awesome. >> That's great, you've got to love it. And I love the fact that you're from Ottawa, but you're a Bruins fan. >> Yes, I've basically turned into a Bruins fan. I'm a Red Sox fan and a Patriots fan and the Celtics are in the playoffs. >> Yes, love this guy. >> You'd better be if you're working for Peter MacKay. >> Yeah, you have to. It's like you have to sign in. And I've worked for Peter for 17 years, three different companies. >> Okay, so you were at VMware. >> I was at Vmware, I was at Desktone, and then we did IBM and part of that was Watchfire which we sold to IBM. So, a long journey. >> So give us the update, what's happening in alliances. >> Yeah, so it's great. As you know we have our global reseller agreement that we announced most recently with NetApp just in March. We're now on their GPL. We went live on Cisco, we announced Cisco back in August but we went live on November 15th and we have HPE and all three of them are just exceeding expectations as far as the demand and the interest we're getting from our sellers. As you've seen from Peter and Veeam, we're targeted to the enterprise. We have our messaging our own hyper-availability. So these partners bring us a huge opportunity by working into their customer base, but we close 133 customers a day, right you heard Peter mention that. But we're bringing them into our customer base which is traditionally SMB and commercial and we're working with them on their enterprise. But an exciting stat for that one is that we say no naked Veeam. When you sell with an alliance partner it's six to eight times larger than if we sell standalone. So it's working, the messaging and the enabling we have with our field and we're 100% channel. So that's working very well on just the enablement with Jeff Giannetti, Sean, and Olivia, and Ameya. >> Well the other thing that you guys seem to have done is figured out how to take a long view, a strategic view with these partners. Many organizations, they look for the tactical. Okay, how much money >> Yes, yeah. are we going to make this year? You're looking at the lifetime value of a customer. >> Correct. >> It's frankly quite unique in this business. >> Well, the interesting thing we're doing which is not just on the global resellers which is on all of our partners is that we look and say what's a good partnership look like or what's the great partnership look like. And what we have is the investment that we are because we're private is we'll do the front-end investing up front. We'll do a joint business plan, have shared metrics across the table. So whether that's with Pure Storage or with Nutanix, with our VMware, Microsoft, we front-load all of those investments. To your point, is that we're not just waiting to see did we have success year one and then we'll invest year two. We take that three year business case view up front and do the front-end load investment. So, what does that mean? That's a dedicated business development team. We have 25 people working and go to market with HPE or 12 working with Cisco and we take that from technical architects, field marketing, product marketing and to make that in clot entire plot. >> Yeah, Carey, I wonder if you can give us a little bit of a compare and contrast. VMware built one of the best ecosystems out there. We already talked once today. For every dollar you spend on VMware you did 15, 20 dollars with the ecosystem, Veeam's nice vibrant ecosystem >> Yes. getting deeper with some of those partners. Give us a little compare from your previous life. >> Yeah, sure, so at VMware no question that they had that solution so we take that here as well and we call it the Veeam Currency. So when you're going in and selling Veeam, if you're selling an average selling price of $10,000, we're working with our partners where they're seeing that that deal is going to turn into a $50,000 traditional with an alliance partner sale in conjunction with their hard work. So they're managing the entire software process so they're seeing their up leveling the messaging so no longer just pinpointing at a hardware solution. And they're increasing their average selling price by 10x, so Cisco is at a great set. 10x, again I'll repeat 10x with Veeam on doing those deals. First it's just trying to go in and sell HyperFlex Standalone. >> It's just a really critical time in the industry right now. Our research shows that there's a gap between what the business expects in terms of the degrees of automation, the level of quality of services and what IT is actually delivering. So that says that customer base is really ripe for churn in a lot of accounts. And so you guys being aggressive with partnerships in regard to making that investment as a private company, the timing frankly couldn't be better. Especially as you go from what was a virtualized world where you guys did very, very well to now this cloud, multi-cloud digital, you know throw in whatever buzzword you want. But, we are at an inflection point. >> Yeah, we sure are. I think that what we're seeing with our partners especially on HPE and Cisco and Nutanix is they're all near hyper converged and so they're going in a whole different sales motion. We're seeing it on our hybrid cloud, we're a number one close sell partner with Microsoft. So we have our backup, native backup to Azure and so we're seeing this destructive market in the market place and we're also seeing a lot of our partners have competitive takeouts of Dell Avamar, right and their data domain. So we're going in and taking out Dell Avamar and they're going in and data domain so we have a lot of synergy and so as these traditional vendors such as Avamar, Veritas, Commvault, and the IBM Tivoli Solution is that we have those sales motions going with our partners that are going after those hardware solutions. So, again, it's very synergistic with our tier one partnerships. >> Well you see a huge drive towards simplicity. I mean, another thing you guys do really well is, and it sounds so simple, but you're compatible with a lot of different clouds, for example. So more work loads, more environments increases your TAM and your friendliness to partners. It sounds simple, but execution is not. >> Yeah, we're a Swiss based company, we remain. The Switzerland is that we work with all partners in all routes and so we've seen a lot of success in that way. We see a lot of demand coming from our customers, our partners wanting to work with us in these multi-cloud solutions that we have with Microsoft. >> Biggest challenges, is it a channel conflict? Dealing with deal registration, I mean, what are some of the challenges you guys are facing? >> I think that challenge is just enabling our sales teams on how to work with these partners and to understand the sales motion. And some of our sales execs are 20 year veterans that have come in and worked in a traditional place where when you went out to tackle an enterprise deal, you did that standalone. And we realize that we don't take any deals direct. So just getting them in the sales motion with our partners is a challenge, but one that is easily adapting to success that we're having in the field. >> Alright, Carey I know you're super tight on time. We promised to get you out >> Yes, sir. of here. We've got to leave it there, but thanks so much for coming on theCUBE. We really enjoyed having you. >> Okay, thank you very much. >> Alright, keep right there everybody, we'll be back with our next guest right after this short break. You're watching theCUBE live from VeeamON 2018. (techno music)

Published Date : May 15 2018

SUMMARY :

Brought to you by Veeam. is the Vice President Golden Retrievers. and a junior so my wife And I love the fact are in the playoffs. You'd better be if you're Yeah, you have to. Desktone, and then we did IBM So give us the update, and the enabling we have Well the other thing that you guys seem are we going to make this year? It's frankly quite and go to market with HPE you did 15, 20 dollars with the ecosystem, getting deeper with that solution so we take that here as well And so you guys being is that we have those sales I mean, another thing you that we have with Microsoft. but one that is easily adapting to success We promised to get you out We've got to leave it with our next guest right

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
MicrosoftORGANIZATION

0.99+

Dave VellantePERSON

0.99+

Carey StantonPERSON

0.99+

CiscoORGANIZATION

0.99+

PatriotsORGANIZATION

0.99+

CanadaLOCATION

0.99+

BostonLOCATION

0.99+

CelticsORGANIZATION

0.99+

MarchDATE

0.99+

NutanixORGANIZATION

0.99+

15QUANTITY

0.99+

IBMORGANIZATION

0.99+

November 15thDATE

0.99+

Stu MinimanPERSON

0.99+

$50,000QUANTITY

0.99+

VMwareORGANIZATION

0.99+

17 yearsQUANTITY

0.99+

PeterPERSON

0.99+

Red SoxORGANIZATION

0.99+

CareyPERSON

0.99+

DavePERSON

0.99+

sixQUANTITY

0.99+

AugustDATE

0.99+

20 yearQUANTITY

0.99+

100%QUANTITY

0.99+

$10,000QUANTITY

0.99+

OliviaPERSON

0.99+

BruinsORGANIZATION

0.99+

25 peopleQUANTITY

0.99+

SeanPERSON

0.99+

VeeamORGANIZATION

0.99+

Jeff GiannettiPERSON

0.99+

OttawaLOCATION

0.99+

two childrenQUANTITY

0.99+

VeritasORGANIZATION

0.99+

second yearQUANTITY

0.99+

A year and a halfQUANTITY

0.99+

AmeyaPERSON

0.99+

VmwareORGANIZATION

0.99+

CommvaultORGANIZATION

0.99+

10xQUANTITY

0.99+

Chicago, IllinoisLOCATION

0.99+

HPEORGANIZATION

0.99+

FirstQUANTITY

0.99+

20 dollarsQUANTITY

0.99+

Peter MacKayPERSON

0.98+

three yearQUANTITY

0.98+

Cape CodLOCATION

0.98+

eight timesQUANTITY

0.98+

this yearDATE

0.98+

VeeamPERSON

0.98+

DesktoneORGANIZATION

0.98+

threeQUANTITY

0.97+

three different companiesQUANTITY

0.97+

todayDATE

0.97+

WatchfireORGANIZATION

0.96+

133 customers a dayQUANTITY

0.96+

SwissLOCATION

0.95+

oneQUANTITY

0.93+

SwitzerlandLOCATION

0.93+

AzureTITLE

0.92+

AvamarORGANIZATION

0.92+

Vice PresidentPERSON

0.92+

VeeamON 2018EVENT

0.9+

year twoQUANTITY

0.88+

12QUANTITY

0.87+

theCUBEORGANIZATION

0.85+

Chhandomay Mandal, Dell EMC | Dell Technologies World 2018


 

>> Announcer: Live from Las Vegas. It's theCube! Covering Dell Technologies World 2018. Brought to you by Dell EMC and it's ecosystem partners. >> Welcome back to theCube's coverage of Day One of Dell Technologies World. I'm Lisa Martin with Dave Vellante in Las Vegas. Excited to welcome back to theCube one of our alumni Chhandomay Mandal, the Director of Marketing at Dell EMC. Chhandomay, nice to see you again. >> Happy to be here. >> We had a exciting keynote this morning, Michael Dell was talking about number one in market share for servers and storage, expecting when the 2018 calendar numbers, came out the first quarter to gain shares. What's going on with storage with All-Flash? >> We are excited about our storage All-Flash portfolio. We are going to have a couple of surprising announcements tomorrow, I cannot give away all of this. But all of our portfolio is going to continue to innovate based on all the things Michael touched upon, ranging from artificial intelligence, machine learning, all of those things. We have a complete portfolio of All-Flash products covering different market segments, customers. Ranging from the Max All-Flash, XtremIO, Unity accessories. So we are really excited about the face of innovations we are doing, the way we are capturing a market. So it's a great time to be in All-Flash storage. >> Chhandomay, I wonder if we can talk about how we got here. So the first modern instantiation of Flash, and there were a lot of SSD's and battery backed up memories in the past, but it was, I think it was EMC, dropped a flash drive into a Symmetrix way back when, and that began to change things. But people soon realized, the controller architecture's not going to support that, so we need All-Flash architectures. And then people quickly realized, oh wow, it's taken us decades to build this rich stack of services. Now fast forward basically a decade plus, where are we today in terms of All-Flash capabilities and adoption? >> In the enterprises today, you see All-Flash getting adopted at a very high rate. In fact, of the storage that we ship, almost 80% of it is All-Flash storage, and again, We have different products for different segments. And as you mentioned, we started from dropping SSD's into the enterprise arrays, a whole thing through the process. Now if you look at us, we have modern purpose-built All-Flash arrays like XtremIO and then All-Flash arrays like VMAX All-Flash and some announcements where you are going to see the maturity level over the last decade, all the data services that got brought in, and the very high-performance, low latency with mission critical availability that we are able to deliver, across the platform for all of our enterprise products. >> So Flash everywhere. And then we've made the observation a lot that, and it sounds trite, but I'll put it out there anyways, historically, when you think about storage it was all about persisting data. And you'd try to make it go as fast as you could, but it was mechanical. Now with Flash, it's all about doing stuff faster, real-time, low latency, massive IOPS, we're shifting the bottlenecks around. What's your take on that dynamic? >> Flash is a fast media, so having great performance is really, it will stay. That is not really the differentiator so to speak, but it needs to be coupled with advanced data services. You need to have very high resiliency. The customers can rely on you with five lines, six lines of availability day in and day out. As well as, you need to do the business solutions, transforming IT, helping businesses transform in their digital transformation process. Let me give you some quick examples. Lets take XtremIO for example. It started out as a purposeful, modern, leading All-Flash array. And it is built upon a unique architecture taking the advantage of Flash Media. It is content error, metadata-centric, active-active controller architecture that helps us deliver very high performance hundreds of thousands to millions of IOPS with very low, consistent latency. No matter how much you have written to that, what loads you are running, what are the system load, etc. But again, that's the first layer. The second layer of it is the advanced data services always on inline reducing the data space. So for example, the inline, the duplication, compression, and making sure we are not writing the duplicate data to the SSD's. Thereby increasing the longevity of the SSD media, as well as reducing the capacity footprint. And driving down costs. Speaking of that. You wrap it around into a very simple, modern UI that's very easy to manage. No tuning needed. That's where today's IT could go from the tactical day to day operations to strategic innovations. How they can do the IT transformation. Get into the digital transformation. Get ahead of their competition. Not only today but for tomorrow. >> And the content awareness and the metadata-centricity are what you just explained? Is that right? Can you connect those? >> Uh sure. Suppose when the data is being written, right? It might have duplicate data. Say for example you are running a video environment. Right? For your tens of thousands of users everybody has their Windows VM. Probably the same data across all the laptops. When you look at it in the XtremIO metadata-centric, always in memory architecture, the request comes in, you try to look it up. Now when you need to do that your metadata is always in memory and you are doing data reduction based on a unique fingerprinting algorithm, checking whether you have seen the data before. If you haven't seen the data before then only you only write it doing other data services on top of it. But if you have seen the data before then you you update the metadata in memory and acknowledge the right. You get a very fast, alright performance that is actually at memory speed, not even at the SSD speed. So this metadata-centric architecture that has all the metadata all the time in memory helps you accelerate the process especially in the case where a lot of duplicate data is present. >> It's a memory speed? Because you somehow eliminated an IO? Or is that NVMe? Or, or..? >> When you access data, right? An application says I want to access block XYZ. Any controller will need to have the metadata for it. And then based on the metadata it needs to do the access. It's like, when you go to a library, you want to find a book from a bookshelf. First you need to know the control number. And then based one the control number, which shelf, which rack, you go and fetch it. Storage controllers of every type works in the same way. If you cannot have your metadata in memory, then the first step the controller has to do is go down to the array, fetch the metadata, and then based on the metadata you fetch the data and solve the IO request. If you have the metadata always in memory, then that step is always eliminated. You can guarantee that your metadata is there and all you need to do is look up and solve the IO request. That's the key of delivering consistent performance. Okay? In other arrays if the metadata is not in memory you'll not get that consistency. But here we can deliver day in, and day out, 90% full or 10% full, whether it's OLTP or VDI, That high performance with very minimal latency. That's the key here. >> High performance, low latency. You've given us some really good overview into the potential that the technology can make to help IT-innovate. And as Michael Dell even said this morning that IT innovation is key. IT can be a profit center of an organization, really as a catalyst for digital transformation. Talk to us about some of the business benefits. That if a business is really wrapping their head around IT as a profit center, and as a driver of business strategy. What are some of the business benefits that All-Flash array can deliver to an organization? Any examples come to mind? >> Yes, I'll answer your question with one of the customer examples. Let's see how they have been doing it. It's my favorite example of Boston Red Socks. I'm from the Boston area. >> You're a fan, right? >> Absolutely. All the Boston sports teams. When Boston Red Socks was in the digital transformation journey, they had to transform a lot of things. First of all, the experiences of the spectators like us, who are in the field living to the moment, whether it's the jumbotrons, or getting the experience digitally on the smartphones. That's one aspect. The other aspect is there are a lot of analytics on all the players across MLB. To get the competitive advantage in terms of, which pitch or which batter? Who has what capabilities or deficiencies that they can go after the right player or when they are against them, how to take advantage of them. And then there are a lot of the business applications in a virtualized environment. As you look, ranging from better spectator experience, ranging to the coaches getting competitive advantage from the opposing players or the scouting department. And running the general back office applications, like Exchange and (mumbling), whatever need might be. Now they were able to consolidate all of these things into the XtremIO All-Flash array platform. And the ability to deliver this performance as well as getting a data reduction of almost seven is to one, was a key for Red Socks' digital transformation journey. >> So the business impact to Lisa's point is lower cost obviously, simpler management. But also faster time to result? How did they turn that into a competitive advantage? >> If they could run... Those analytics previously used to take ten hours. Now they can do it in two hours. That's an 80% faster turnaround time. Right? Previously if they could support 10,000 spectators on one particular wireless network. Now they have 80,000. It's the experience that's transformative for folks who are enjoying the game. It's the number of applications they are running. It's how they are running. They're viewing IT as a strategic investment. As opposed to something that's needed to run the operations. >> Well baseball games are like five hours now, cause you can even do an in game at that speed. How 'about the data services? When Flash first came out, All-Flash architectures they were not very rich in terms of data services. That's evolved. I mean the industry in general, and Dell EMC specifically, has put a lot of effort into that. Maybe you could describe some of the data. What do we mean by data services? Let's talk about copy services, migration services, snapshotting, etc. What are the important ones that we should know about? >> The important data services are thin provisioning, the data reduction technologies, the duplication, compression. Then you have your data protection in forms of various types of array technologies. The most important one I'll put out as how matter your snapshot surfaces, as well as what you can do for your data protection, business continuity, disaster recovery. Those are very critical for any businesses that needs to rely upon having their systems up and running 365 days 24 seven. Having those type of data surfaces is a key. And not only having, but also having a maturity. For example, taking VMAX All-Flash in this particular case, right? It's upon two (mumbling) of reliability, where SRDF is the gold standard in industry, in terms of resiliency, right? Six-ninths of ability. Those... Somebody coming up with brand new array on Day One cannot have it. We have seen that evolution with folks who originally had very fast storage. But then there was no data services. Right? It's the evolution of having the performance as well as the right data surfaces. That helps the customer transform their journey, both in terms of modernizing the IT infrastructure, as well as having the digital transformation to be competitive today and tomorrow. >> And the positioning of XtremIO, just to clarify for our audience, cause you got All-Flash VMAX, you got XtremIO. It's really... It's the high end of the midrange. Is that how we should think about that? >> We have a lot of... As you said the IMAX All-Flash, XtremIO, they're all important, and effectively we have the portfolio because with one product you cannot solve each and every customer needs. So picking on your very specific example, XtremIO is great for mixed workload consolidation, virtualized applications, VDI, as well as situations where you have lots of copies. So for example, you have a database, you need to create (mumbling) copies. You have copies for your backup, sandboxing. In these type of scenarios XtremIO is extremely good. And kind of like is the sweet spot. We are going to... We are having new XtremIO X-Bricks that are even lower priced point than the previous generation. Literally 55% better price entry point. Now this enterprise plus capabilities of XtremIO will be also available in the mid-market, at the mid-range price. >> Well Chhandomay, thanks so much for stopping by, and not only expanding on the customer awards that we saw this morning, by sharing with us the impact that the Boston Red Socks were making. But also sharing with us what's new with XtremIO and All-Flash. >> Thank you. >> And speaking between two Bostonians... >> Big night tonight. You got Bruins. We got Celtics. Red Socks take a back seat for awhile. But they'll be back. >> We want to thank you for watching theCUBE. We are live at Day One of Dell Technologies World. I'm Lisa Martin with Dave Vellante. Thanks for watching. Stick around, we'll be right back after a short break.

Published Date : Apr 30 2018

SUMMARY :

Brought to you by Dell EMC and it's ecosystem partners. Chhandomay, nice to see you again. came out the first quarter the way we are capturing a market. the controller architecture's not going to support that, In the enterprises today, you see All-Flash getting historically, when you think about storage could go from the tactical day to day operations the request comes in, you try to look it up. Because you somehow eliminated an IO? and then based on the metadata you fetch the data into the potential that the technology can make I'm from the Boston area. And the ability to deliver this performance So the business impact to Lisa's point It's the number of applications they are running. What are the important ones that we should know about? It's the evolution of having the performance It's the high end of the midrange. And kind of like is the sweet spot. and not only expanding on the customer awards We got Celtics. We want to thank you for watching theCUBE.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

Lisa MartinPERSON

0.99+

six linesQUANTITY

0.99+

Michael DellPERSON

0.99+

MichaelPERSON

0.99+

five linesQUANTITY

0.99+

80%QUANTITY

0.99+

CelticsORGANIZATION

0.99+

ten hoursQUANTITY

0.99+

Boston Red SocksORGANIZATION

0.99+

Red Socks'ORGANIZATION

0.99+

90%QUANTITY

0.99+

365 daysQUANTITY

0.99+

80,000QUANTITY

0.99+

Chhandomay MandalPERSON

0.99+

Red SocksORGANIZATION

0.99+

first layerQUANTITY

0.99+

two hoursQUANTITY

0.99+

Las VegasLOCATION

0.99+

10%QUANTITY

0.99+

five hoursQUANTITY

0.99+

LisaPERSON

0.99+

second layerQUANTITY

0.99+

2018DATE

0.99+

Dell EMCORGANIZATION

0.99+

BostonLOCATION

0.99+

55%QUANTITY

0.99+

ChhandomayPERSON

0.99+

10,000 spectatorsQUANTITY

0.99+

tomorrowDATE

0.99+

FirstQUANTITY

0.99+

millionsQUANTITY

0.99+

oneQUANTITY

0.99+

one productQUANTITY

0.99+

tonightDATE

0.98+

XtremIOTITLE

0.98+

one aspectQUANTITY

0.98+

WindowsTITLE

0.98+

twoQUANTITY

0.98+

Six-ninthsQUANTITY

0.98+

first stepQUANTITY

0.98+

todayDATE

0.98+

bothQUANTITY

0.97+

firstQUANTITY

0.97+

Day OneQUANTITY

0.97+

tens of thousands of usersQUANTITY

0.96+

hundreds of thousandsQUANTITY

0.96+

this morningDATE

0.94+

BostoniansPERSON

0.94+

FlashTITLE

0.94+

IMAXORGANIZATION

0.93+

Dell Technologies World 2018EVENT

0.93+

BostonORGANIZATION

0.92+

EMCORGANIZATION

0.92+

almost 80%QUANTITY

0.91+

decadesQUANTITY

0.9+

eachQUANTITY

0.89+

first quarterDATE

0.86+

ExchangeTITLE

0.85+

VMAXORGANIZATION

0.84+

XtremIOORGANIZATION

0.84+

Dell Technologies WorldEVENT

0.83+

almost sevenQUANTITY

0.82+

MLBEVENT

0.81+

two (QUANTITY

0.81+

Technologies WorldEVENT

0.81+

UnityORGANIZATION

0.78+

24 sevenQUANTITY

0.78+

VMAXTITLE

0.77+

Scott Dietzen, Pure Storage | Pure Accelerate 2017


 

>> Announcer: Live from San Francisco, It's The Cube. Covering Pure Accelerate 2017. Brought to you by Pure Storage. >> Welcome back to Pier 70 in San Francisco, everybody. This is The Cube, the leader in live tech coverage. I'm Dave Vellante with Stu Miniman. Scott Dietzen is here, the CEO of Pure Storage, hot off the keynote. Scott, great to see you. >> Great to be back on The Cube. >> So I love the nickname. I grew up in a town where everybody had a nickname. We got Dietz, we got Hat, we got Danzig, we got Kicks, I dunno. You can call me V. He's, I guess, just S-tu. >> V works. >> I mean, that's it, you know. So, again, great show here, I love the venue. How'd you guys pick this place? >> So I can't say I was involved in the choice and this place has a really illustrious history. I mean, it goes back to the 1800's. And actually they manufactured steel here during World War II. I think they were turning out two battleships a week. But another piece of history that maybe isn't as nice is this is the last time this venue's going to be used. So it is scheduled to be brought down to make way for new condos I guess. So we really wanted to celebrate the venue and its history. It's just a great industrial feel to it. >> And they're tearing down a bunch, the new Warriors facility is going to be in Dogpatch, right? >> Yes, and so, yeah, we can't feel too bad about it because we are indeed celebrating the Warriors success. >> You needed a bigger house for all those trophies. (Scott laughs) >> I think they're poised to have a really good run. But I think Cleveland's going to be there contending with them for the next several years to come and it's really exciting. >> Well, hopefully my Celtics will get there in the next four or five years with some draft picks. So, I want to talk about sort of the ascendancy of Pure. When we first met you, you had a pretty simple message. It was like, look, we think we can deliver way better performance for lower cost. I mean, boom. It wasn't the same cost. I remember you were very forced. I said, "About the same, right?" You said, "No, no, lower. "We have the best data reduction technology "in the business." I remember talking to you at Oracle OpenWorld about that. >> Yep. >> And that's fundamentally what happened. And you attacked the legacy and stall base. And you won that game. But you're not resting on that, you've got to take it now to a next level. Talk about that next level. Well, talk about where you came from and then the next level of data and beyond just sort of public cloud. >> You guys have talked about this too, right. If you look at the curb of Moore's law. I mean, mechanical disk doesn't follow Moore's law. And so the cost reduction curbs, we did the math and we said, look, we're going to be able to drive down the cost of storage. We're going to be able to drive up the density and power cooling space. Simplicititly you can dramatically reduce the cost of storage. But Flash is going to help us, right? You know, we've gotten to the point where Flash is, you know, even with a tighter component market, it's cheaper to buy raw than fast disks. And way cheaper to deploy. World Bank talked about saving millions of dollars by deploying Pure Storage and getting a 5x performance boost at the same time. So if we can help customers pay for their storage both in terms of cost savings as well as new business value, that's a great outcome. >> Wikibon's been on the right side of that prediction since early on. >> That's very true, I've used your data. >> We're very aggressive about that. But the thing that excited us most was the second thing you said. Which was the business impact, the business value. So I want to come back a little bit and get a history. It used to be I would buy EMC for block and NetApp for file. You're sort of attacking that premise. Talk about that. >> Well, so we started in the performance end of the storage market, which is dominated by block. Because we knew that one was going to be the first to shift to all Flash. And we've already seen that play out. I mean, even the legacy vendors and their install base are inclined to use Flash. Cause it's actually cheaper than 15k disk to put in. That tech is about to hit a wall because as SSD's get bigger. You know, we've grown SSD's almost 400 fold since Pure got started. But we haven't changed the pipe, right? So if you make a vessel 400 times larger but you have the same pipe going in and out of it you're losing a lot of access to data. This is this new sea change to new protocols where we're shedding all of the disk. And I think the second big change is we're bringing the same wave to big data. Right, so we've been playing in the block market now we're playing in the file and object market. Because big data workloads, especially those that require deep learning, you just need massively parallel storage. And you're never going to be able to get that with, you know, 20-plus year old storage designs. >> So, Scott, when you talk to your customers, especially when you're talking to C-suite, how does storage fit into that discussion? I loved in the keynote, there's a lot of discussion of, you know, next generation applications. Everything from the, you know, buzzwords of the AI and ML type pieces out there. But, you know, what are the big challenges that your customer's facing? And how much is it a storage discussion? How much is it kind of a digital transformation? >> Yeah, I think we see all of it. We'll talk to customers that find that they can't innovate quickly, right? And they want to get so much more value from their data. One of the studies we cited in the keynote today was 80% of companies think they can make 20% more on the top line if they can just get insights out of their current data. I mean, that's a staggering statistic. 20% top line for every company if they could just get more out of their data. We want to make that possible. Their constrained with very expensive legacy technologies. That they simply can't give them the access to the data. They don't have the performance to mind those insights. And the infrastructure is so cumbersome, they just can't evolve and move their business forward. And so providing that recipe, you know, giving customers the ability to get dramatically more value out of their data and do it for lower cost is working. >> Yeah, and it's been interesting to watch kind of the data center to the cloud, and now cloud to the edge. And you've got solutions that are spanning across them. How do you see that maturing in really the vision to expand where Pure fits in the discussion. >> So, you know, from early on we targeted the cloud market. Because we knew that this is where the future lies, right? Even traditional enterprises still want all the benefits of the cloud inside of their own icy environments. >> And when you say cloud, you're meaning SaaS providers, service providers, as well as, you know? >> Yeah. We talk about the model that the big three are using. But, you know, this is very popular in many other clouds. The world is not moving to three data centers. Companies like Apple and Facebook are very committed to their own data center investment. And we seek to be a supplier to that consumer internet. The softwares of service and infrastructures service of providers. Because that's where the data center's going. But, you know, what we've seen recently with the proliferation of internet of things in sensor data is customers are just growing these huge data footprints that are just too big to move across public networks. So we talked about, in the keynote, in three years only one, out of every 20 bites that's generated, can fit on the internet that year. >> 2.5 out of 50, I think was the number. >> 2.5 out of 50 zettabytes. 50 zettabytes will be produced that year but only 2.5 is going to be transferred across the internet for the entire year. So we've got to get better as an industry at helping customers capture that data where it's generated, right? We call that edge. Sometimes it'll be on the devices, or it'll be in data centers that are close to the edge. And they've got to mine insights from it right there. >> Dave: Absolutely. >> One of the exciting demos we're showing here is actually AI co-processing with the public cloud. So we've got an edge data center that we're running deep learning in. But then we're selecting particular data sets through the deep learning to transfer it up to the public cloud for more machine learning. >> Those key nuggets, the needles maybe you transfer. Cause otherwise it's too expensive to transfer all the data. >> You can't transfer all of it. So if it's a self-driving car, you know, if I'm just routinely driving along, no big deal, you keep the data. But if I slam on the breaks because a dog's in the crosswalk that's the thing you want to do the training on. >> That can't be an asynchronous operation, right? So, okay, you're already getting the hook, I can't believe it, he just got here. (Scott laughs) Cube is a comfortable place but we got to throw some hard questions at you. So >> Please. >> Stu asked me the other day, or, actually, today, "Who's going to reach a billion dollars first?" And you don't have to predict, you can leave that to us. "Nutanix or Pure?" Okay, so talk about HCI. You made some comments up on stage about hyper-converged. Said that, you know, it's good for its own specific use cases. What's your point of view on that? >> So first of all, Nutanix has built a great business. >> Dave: Awesome, yeah, sure. >> We're absolutely fans. I will say, in the markets, those two new markets that we're playing in, in the cloud market and in the next gen applications and deep learning, we don't see hyper-converged infrastructure. We do see hyper-converged in business and enterprises. But it's usually the smaller scale deployments. The reason is, at scale, you don't want to collocate applications, data, and storage all in a single tier. It limits the ability to easily scale independently. You know, if you need more capacity you need more application compute versus data compute. You want to be able to flex those independently. Which is why all the big clouds and enterprise data centers run converged rather than hyper-converged. But the change that's coming is fast networks are changing this even more. So what I believes going to turn hyper-converged inside out is it's now more efficient to access remote storage than it is the same storage on your local chassis. And that's because we're offloading compute to the server net cards on there. So these new protocols NVMe over fabrics are actually making the network finally really the computer. There's no longer a chassis that's even meaningful. >> Big fan of that infrastructure and NVMe over fabric. Okay, next tough question is the narrative, from the big guy, EMC in particular, Pure is small, they're losing money. And your return narrative is tell EMC they're large, they're slow, they're outdated and confused. Okay, we love that, you know, it gets a little juices flowing. But here's my question. A lot of customers are large and slow and outdated and confused. So how do you get that fat middle to move faster and become a tailwind for you guys? >> So I think it's happening. I mean, customers just want technology to be made easily. I mean, one of the disrupters that's really helped is the AWS user experience, right? AWS has reset the bar for IT everywhere because people are like, why am I paying for consultants to visit my data center and take care of this mainframe or client server error technology that used to be so expensive. You know, consultants coming along with it. And permanently staying with it was okay. That's not okay, right? The world needs to move to self-driving infrastructure and they need radically better performance if they're going to use these new techniques. And so I think the key motivation is customers need to get more value from their data and they need to drive down costs. And we're in the sweet spot of being able to provide it. And these 20-plus year old designs can't. There's no way. >> So it's inevitable is really what I'm taking away from that. And you've got a lead that you can sustain in your view. >> You know, it's been very interesting to watch our competitors talk about the new FlashArray//X. With all NVMe and the new FlashBlade. They've said these are science projects that won't be real for three years. And, yet, we've won one of the biggest AI platforms in the world. You know, 25% or more of our business is coming from cloud customers. So, you know, from where we sit, things are going exactly as we'd hoped. >> Love it, we're talking about the edge, you're pushing the envelope at the edge. Alright, Scott, we'll give you the last word. I know you're super busy, but give us the wrap up. The bumper sticker on Accelerate 2017. >> Oh, it's such a phenomenal group coming together to talk about innovation. We've already shipped the hardware form factors this year, with our new FlashArray and the new FlashBlade. But the thing that I'm so excited about is we've got more than two years of software innovation teed up that we've been very quite about. So when you can bring two years of innovation and pack it into six months like we have this year, it makes things really exciting. >> Well congratulations on getting to this point. We're really excited about the future. Scott Dietz Dietzen, thanks for coming on The Cube. Great to see you again. >> Thank you, always good to be on the cube. >> Alright, keep it right there, buddy. We'll be back with our next guest. This is Pure Accelerate, live from San Fancisco. We'll be right back. (soft electronic music)

Published Date : Jun 13 2017

SUMMARY :

Brought to you by Pure Storage. This is The Cube, the leader in live tech coverage. So I love the nickname. I mean, that's it, you know. I mean, it goes back to the 1800's. because we are indeed celebrating the Warriors success. You needed a bigger house for all those trophies. But I think Cleveland's going to be there contending with them I remember talking to you at Oracle OpenWorld And you attacked the legacy and stall base. And so the cost reduction curbs, we did the math Wikibon's been on the right side of that prediction I've used your data. But the thing that excited us most I mean, even the legacy vendors and their install base I loved in the keynote, there's a lot of discussion And so providing that recipe, you know, kind of the data center to the cloud, So, you know, from early on we targeted the cloud market. We talk about the model that the big three are using. or it'll be in data centers that are close to the edge. One of the exciting demos we're showing here Those key nuggets, the needles maybe you transfer. that's the thing you want to do the training on. I can't believe it, he just got here. And you don't have to predict, you can leave that to us. It limits the ability to easily scale independently. Okay, we love that, you know, I mean, one of the disrupters that's really helped And you've got a lead that you can sustain in your view. With all NVMe and the new FlashBlade. Alright, Scott, we'll give you the last word. But the thing that I'm so excited about Great to see you again. This is Pure Accelerate, live from San Fancisco.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
FacebookORGANIZATION

0.99+

ScottPERSON

0.99+

AppleORGANIZATION

0.99+

NutanixORGANIZATION

0.99+

Dave VellantePERSON

0.99+

DavePERSON

0.99+

Stu MinimanPERSON

0.99+

CelticsORGANIZATION

0.99+

Scott DietzenPERSON

0.99+

Pure StorageORGANIZATION

0.99+

AWSORGANIZATION

0.99+

World BankORGANIZATION

0.99+

ClevelandORGANIZATION

0.99+

two yearsQUANTITY

0.99+

20%QUANTITY

0.99+

DietzPERSON

0.99+

Scott Dietz DietzenPERSON

0.99+

25%QUANTITY

0.99+

50 zettabytesQUANTITY

0.99+

World War II.EVENT

0.99+

80%QUANTITY

0.99+

three yearsQUANTITY

0.99+

San FranciscoLOCATION

0.99+

20-plus yearQUANTITY

0.99+

Pier 70LOCATION

0.99+

OneQUANTITY

0.99+

six monthsQUANTITY

0.99+

5xQUANTITY

0.99+

more than two yearsQUANTITY

0.99+

2.5QUANTITY

0.99+

todayDATE

0.99+

1800'sDATE

0.98+

2017DATE

0.98+

HCIORGANIZATION

0.98+

50QUANTITY

0.98+

this yearDATE

0.97+

EMCORGANIZATION

0.97+

millions of dollarsQUANTITY

0.97+

HatPERSON

0.97+

firstQUANTITY

0.97+

StuPERSON

0.97+

bothQUANTITY

0.97+

WarriorsORGANIZATION

0.97+

PureORGANIZATION

0.96+

Oracle OpenWorldORGANIZATION

0.95+

400 timesQUANTITY

0.95+

three data centersQUANTITY

0.94+

oneQUANTITY

0.94+

FlashBladeCOMMERCIAL_ITEM

0.94+

WikibonORGANIZATION

0.93+

FlashTITLE

0.9+

second bigQUANTITY

0.9+

FlashORGANIZATION

0.89+

The CubeORGANIZATION

0.89+

two battleships a weekQUANTITY

0.87+

MoorePERSON

0.87+

San FanciscoLOCATION

0.87+

FlashArrayCOMMERCIAL_ITEM

0.86+

second thingQUANTITY

0.86+

DanzigPERSON

0.86+

two new marketsQUANTITY

0.85+

single tierQUANTITY

0.83+

billion dollarsQUANTITY

0.81+

NVMeORGANIZATION

0.77+

NetAppTITLE

0.77+

15k diskQUANTITY

0.75+

next several yearsDATE

0.75+

Sanjay Poonen & Peter McKay | VeeamOn 2017


 

>> Announcer: Live from New Orleans, its theCUBE, covering VeeamOn 2017. Brought to you by Veeam. >> We're back in New Orleans. Peter McKay is back, co-CEO, and newly-minted co-CEO, and Sanjay Poonen is here, the CEO of VMware, longtime CUBE alum and friend of theCUBE. Great to see you, thanks for coming on. >> Thanks, it's good to be here on your show. >> So, Sanjay, you were up in the keynote talking about the partnership with Veeam, your relationship with Peter. So let's start there. You guys have known each other for a long time. You acquired Peter's company into VMware. You guys had a great run up. Start there. Give us a little background on your relationship. >> Well, Dave, relationships make the world go round. I was very fortunate, almost I think on my first week at VMware to meet Peter in the context of a possible acquisition of Desktone. It was the first deal I did at VMworld a few months later. He was just a delight to work with. And, you know, we just give him more and more responsibility. At some point we ran out of things he could do. And he is now here. So we are very proud of him and all he's doing at Veeam. And Veeam's been a great partner of ours. I mean the level of integration have gone into our products. I was just so proud to see all of VMware products and Veeam products making our customers happy. And that's really, really a great story. >> I want to spend a second on that. I mean, obviously we're here to talk about Veeam and VeeamOn and we will, but that business was a struggling business. I mean admittedly when you came on and prior to the acquisition and did some really hard work. I mean, Citrix dominated that business and it really didn't take long for you guys to get a groove swing going. How did that happen? >> And it's a great story. Sanjay did all the heavy lifting there. It was just fun to really watch that transformation happen at VMware. It was, I mean, Desktone was a piece and I kid Sanjay that it all changed when they bought Desktone, but that really was the, it all changed when Sanjay came on board and really transformed that business that was, like you said, struggling and gave it direction and enthusiasm and built the momentum of that business to really look at that market and say these are the things we can do. With a great vision and a great strategy pulled together and a strong team, I was just fortunate to be part of that as I kind of moved through VMware. And it was a great experience and I learned a lot from Sanjay as we went through that process. >> I mean you have always been very humble, and said it's the team, it's not me, and I'm sure there's a lot of truth to that, but what is it, the piece parts, the right technology? I mean obviously, you know, VMware has always had great vision. But just all came together. >> Yeah, I think that sort of starts where Peter left out. And it starts with team. I'm a big Warriors fan. This week I'm a Celtics fan, too. We'd love to see the Celtics play the Warriors. But it's strength in numbers, and you know Peter was a key part of that team, Sumita Won, Noah, the list goes on. People on his team that he brought, like Dave Grant, and many of them take on bigger and bigger jobs. As I moved into my new role, I groomed Sumita, he's now taking that. So it really always starts with a team. We believe that strength in numbers. We've hired what I think, and groomed, the best team in end user computing bar none. Secondly, we really had a point of view and a vision of certain things that were going to remove the two Cs that I think have plagued the space: cost and complexity. And one part of cost and complexity, the cloud, things like Desktone, later on moving to things like AirWatch in the cloud. And as we did that, we really, really start to embrace these vectors of innovation. And the third is embracing the ecosystem. To us the ecosystem is hugely important and you know, you think about companies like Apple and Google, they were irrelevant to VMware, but now in the context of end user computing, Apple and Google are embracing us. Further into the cloud, AWS last year, yesterday we announced that Horizon Cloud will run on Azure. So the ecosystem is the third pillar of what we've done. I think all three of those are key reasons we've been successful. >> Well and VMware has had an epic ecosystem. So what, Peter, can you learn from that and how do you apply it at Veeam? >> I've learned a lot. I was there for three and a half years and it was a great learning experience for me as I look to kind of how VMware really addressed a lot of the customer challenges, but also had a great vision for where they wanted to go. And so when I came over to Veeam, it was very much, and to be honest, Veeam really piggybacked on a lot of the things that VMware did over the years. Same approach to the sales model, a lot of the same partners, and our customers are pretty much overlapping. And so what we've done is just, I've learned a lot from the things that really went well at VMware and I brought a lot of that best practices over to Veeam in the 10, 11 months that I've been here. I think there's a lot of things that we can do. And a lot of it, that Sanjay said, the ecosystem, that's a big part of what I've been doing since I came here, is broadening our ecosystem partner community to make it easier for our customers, especially in the enterprise where they want us to work better together, not just technology, which we've done a really good job, but expanding past technology into how do we work better in the field together and how do our partners interact together. And that's really worked out very well for us. >> Sanjay, in your keynote you talked about a lot of the joint customers VMware and Veeam, we talked in the intro about the ascendancy of Veeam kind of riding the VMware wave. One of the questions I had from a lot of the community coming in is, if you look at things like VMware on AWS, talked about the Azure piece there, how does the relationship with Veeam fit there? Veeam obviously has its multi cloud strategy, but in the cloud, how do customers know that VMware is going to, you know, stay partnering with companies like Veeam? >> Yeah, Stu, I think it's a really good question. For us, as we kind of looked at our hybrid cloud strategy, we had to actually make some changes. Eighteen months ago, if you asked VMware about our hybrid cloud strategy, you probably heard vCloud Air as the first thing we talked about. We've since then divested that asset. We've changed a lot of the way in which we've done. We worked to embrace the public cloud. Our partnership with AWS, a preferred primary cloud partner, that has been enormously helpful in giving people a vision of where the data center is headed. But as we've begun to do that, and you'll hear more about kind of the GA of that offering as we approach the summer round of VMworld, but what we're doing with AWS, a couple of things started to play out where customers were asking us for some add on services for VMware Cloud Foundation running on AWS. And the two I began to hear most often with customers were around security and around data, issues like backup. So we began to create a list of ISVs that we really want to kind of work closely with. Companies like Palo Alto, for example in security. Companies like Veeam in the backup area. And it's not to say others aren't important, other topics, but these are the ones that are very important. And VMware always, you come to VMworld, hundreds and thousands of companies have made themselves successful on our platform. We want to continue that. And then what we seek to do it just like you saw on stage today and have the product managers and the technical product marketing folks really integrate products to see vRealize and Log Insight and vSAN. Of course vSphere is so deeply integrated with Veeam, and them taking advantages. You know, it benefits their 200,000 plus customers, which is a big subset of our 500,00 customers. >> Peter, I heard in Sanjay's keynote, talked about things like containers, some of these newer technologies, openStack. How do those play into the partnership? >> Well I think as we started our partnership all around vSphere and it kind of expanded as Sanjay said, we continue to look for ways that we can work better together development-wise, but also go to market. So we've integrated even further with vSphere, as he said, vSAN and vRealize. And a lot of that is opening up the platform for containers and other cloud services that we continue to integrate with. And so I think we're very, our development organizations are working very closely. As VMware is expanding its reach and its platform, we are doing it as well. And so that's a lot of why I think you see the success we've had between the two companies. >> Question for you guys on cloud. You know, you do the SWOT analysis. And sometimes you get confused, is that an opportunity or is that a threat, right, okay. So cloud is one of those. Obviously building your own public cloud is not an option, no longer an option, not really ever been an option for Veeam. How do you make cloud an opportunity, each of you? >> Sanjay: I'll let you start, Peter, and then I'll. >> So for Veeam, way back in, three years ago, four years ago, they made it a major investment into a managed service, companies who are building a cloud. And we've built that up to, as I said, 15, 16,000 of these partner and managed service providers and cloud providers. And this is the world that I lived in from my Desktone days. We always believe that as part of, this on premise, this public cloud, and we continue to, Amazon, Azure, and Google, but we always believe that there is companies that have this special value add, that a lot of companies were going to go to, and we thought that was the managed service provider community and the systems integrators or the strategic outsourcers. And so three years ago we started to invest very heavily in building that and helping them build that business around Veeam. And that part has turned out to be a fantastic part of our business. Now about almost 30% of our business is coming from those providers that are selling cloud services, managed service providers, as well as now the new public cloud is becoming a bigger part of our business. So, for us, yeah, you could look at it early on, as maybe that's a negative, but it is by far the focus for our business going forward. >> I would just add, you know briefly building on that, we had a very similar approach. I think when I was last time on theCUBE I described our approach in this analogy. Imagine 500,000 customers, you know 40, 50 million workloads sitting on this island called VMware, a continent called VMware. And around it started to appear island. Four thousand of them have embraced VMware, the same service providers, the ones he talked to. But the biggest four we were wrestling how would we become relevant to them. And you have to look at this no longer as a threat, but an opportunity. I fundamentally believe when you face a crisis, you can either go down the path of a disaster or an opportunity. We began to say, we want to be the infrastructure software bridge into every public or private cloud. So which means, you know, if it's going to be AWS, we want to build that software bridge that allows workloads to move there, come back if they choose to, and then specialized kinds of workloads that might sit on the cloud. So we started out with IBM Cloud and AWS Cloud, but then our customers said we'd like to have the VDI service that you're running on IBM also run on Azure because it's a Windows workload. Okay, we can do that. And that's what we announced yesterday. So we're going to be very focused in getting this thing successful for our customers. And where they are seeing the public clouds as part of the infrastructure service, we're going to go right there with them. >> And to the extent, Peter, that you can cut costs and complexity better than anybody else, then you become a more attractive partner to VMware and then you get that virtuous cycle. Gents, great to see you both. Thanks very much for coming back to theCUBE. >> Always a pleasure. >> Thanks for having us. >> Thank you very much for having us here. >> Thank you. >> Alright, keep it right there, everybody. We'll be back with our next guest. We're live from VeeamOn in New Orleans. Be right back. (techno music) (musical computer tones)

Published Date : May 17 2017

SUMMARY :

Brought to you by Veeam. the CEO of VMware, longtime CUBE alum and friend of theCUBE. about the partnership with Veeam, I mean the level of integration have gone into our products. and it really didn't take long for you guys and built the momentum of that business to really look and said it's the team, it's not me, And one part of cost and complexity, the cloud, and how do you apply it at Veeam? And a lot of it, that Sanjay said, the ecosystem, of the joint customers VMware and Veeam, we talked And then what we seek to do it just like you saw Peter, I heard in Sanjay's keynote, And a lot of that is opening up the platform for containers And sometimes you get confused, is that an opportunity and the systems integrators or the strategic outsourcers. But the biggest four we were wrestling And to the extent, Peter, that you can cut costs We'll be back with our next guest.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
AWSORGANIZATION

0.99+

GoogleORGANIZATION

0.99+

PeterPERSON

0.99+

AppleORGANIZATION

0.99+

DavePERSON

0.99+

SanjayPERSON

0.99+

Dave GrantPERSON

0.99+

Sanjay PoonenPERSON

0.99+

VMwareORGANIZATION

0.99+

Sumita WonPERSON

0.99+

Peter McKayPERSON

0.99+

CelticsORGANIZATION

0.99+

New OrleansLOCATION

0.99+

AmazonORGANIZATION

0.99+

VeeamORGANIZATION

0.99+

two companiesQUANTITY

0.99+

hundredsQUANTITY

0.99+

SumitaPERSON

0.99+

IBMORGANIZATION

0.99+

WarriorsORGANIZATION

0.99+

500,000 customersQUANTITY

0.99+

last yearDATE

0.99+

NoahPERSON

0.99+

CitrixORGANIZATION

0.99+

500,00 customersQUANTITY

0.99+

VMworldORGANIZATION

0.99+

yesterdayDATE

0.99+

three years agoDATE

0.99+

first weekQUANTITY

0.99+

StuPERSON

0.99+

third pillarQUANTITY

0.99+

four years agoDATE

0.99+

Eighteen months agoDATE

0.99+

200,000 plus customersQUANTITY

0.98+

twoQUANTITY

0.98+

vSANTITLE

0.98+

vRealizeTITLE

0.98+

threeQUANTITY

0.98+

This weekDATE

0.98+

first dealQUANTITY

0.98+

vSphereTITLE

0.98+

three and a half yearsQUANTITY

0.98+

SecondlyQUANTITY

0.98+

OneQUANTITY

0.97+

bothQUANTITY

0.97+

Ratmir Timashev & Peter McKay | VeeamOn 2017


 

>> Voiceover: Live from New Orleans, it's The Cube. Covering VeeamOn 2017. Brought to you by Veeam. (funky electronic theme music) >> Welcome back to New Orleans everybody. This is the Cube, the leader in live tech coverage. We go out to the events, we extract a signal from the noise. My name is Dave Vellante and I'm here with Stu Miniman. Ratmir Timashev is here, he's the co-founder of Veeam and he's joined by Peter McKay who's the co-CEO and president. Gentleman, good to see you. >> Good to see you. >> Welcome to the Cube, congratulations on the great keynote this morning. >> Great to see you, Dave. >> Seemed like you guys were having fun out there. >> Yeah it is, it's a lot of fun, it's a great, great time. >> So Ratmir, I want to start with you. A lot of people in our audience may not be familiar with Veeam. We've been sort of sharing with them, the rapid ascendancy of the company. But come, go back ten years, why did you start, you and your co-founder, start the company? >> Yeah, the company's ten years old. Last year we celebrated ten years, it was started in 2006 by me and my partner who is the technology side. He's my technology genius. I'm on the sales and marketing. So we started the company with the simple idea to build the new version, or new generation data protection for virtualized environments. VMware was getting hot back in 2005, 2006, 2007. It kept more and more penetration within enterprise. Back then the cloud was like, 10 or 20 percent penetrated, but we saw that, it's going to be 90 eventually, so we wanted to ride this big wave, technology revolution wave. And now I think we, looking back ten years I think we're in a very similar spot with the cloud. Cloud is where visualization was 10 years ago so and we want to ride this new wave or the cloud wave the same way exactly that we rode the VM wave, visualization and hyper-V wave. >> You know that's interesting, I was explaining to the audience this morning that your ascendancy coincided with Vmware and what happened was we consolidated resources and the one resource that was so precious was for backup and everybody had to re architect their backup and you guys were the, were an answer and obviously one of the more popular answers. Now we're into this cloud era and you see a similar opportunity, you're messaging sort of focuses on that and there's an emergent strategy that you're >> Yeah. >> putting forth. >> I mean I think everybody is moving into a multi cloud environment, right? Where there's going to be, their data's going to be all over the place, they're going to be on premise or manage service providers or in AWS or Azure and so and for us we need to be able to make it available and always on and so that's our focus is to make it very easy for our customers to store their data and run their applications and always be available no matter what the environment is. On premise, off, no matter what the infrastructure is. >> So we talk about digital transformation a lot on The Cube, every event we go to, it's digital transformation, you guys had a little bit different spin on that, digital life, always on, availability, capabilities. You're having fun with green. (laughs) >> Ratmir: Yeah. >> Peter: Oh yeah. >> Green is, >> We always have fun with green. >> Green is go. >> As you can tell. >> A lot of things you can do with green is go, color of money >> Celtics, right? Boston Celtics. >> Boston Celtics. Number one pick. >> Veeam green team. Veeam green machine. >> Veeam green machine, love it. So give us your perspective on this whole digital life. What is that all about? >> Yeah so our message in the last 10 years has evolved. Originally when we started our message was very simple. We're number one VMware backup. That message really resonated and we did deliver on the purpose of number one VMware backup. I remember first time when we introduce that concept, our competitors look at us like who knows them? But then we did in fact become the number one VMware backup, so And our message has evolved over time so from technical message to, that is focused on our core customer which is IT prone. The person that really understands the modern technologies, responsible for the modern data center. Understands the modern storage cloud technologies and visualization technologies. But that message has evolved as we are growing, becoming bigger, and we're going more into a enterprise so now solution become bigger and broader. That covers cloud. So we had to evolve our message so right now our message is, has become more consumer centric, more emotional, touching our digital life. Because we believe that that's at the end of the day, that's what we do. We enable our customers, our businesses to provide this seamless digital life experience for their users. That's what we do. >> So I love it when a successful company brings in a new leader. Because as opposed to things are bad and they have to make a change, we saw this last week, I mentioned I was at ServiceNow Knowledge, Frank Slootman, incredibly successful CEO, stepped aside, brought in a new, and part of that transition was about reaching a new constituency, so my question to you, Peter, is traditionally the Veeam audience is hardcore operational people. Your messaging is much higher level in the organization so how are you dealing with that sort of bifurcated personas, who are you targeting in this sort of new messaging? >> So as the, in the early days of Veeam it started in kind of that SMB market and kind of expanded into commercial and now very focused on the enterprise and so a lot of the enterprise are kind of working through this transition. The digital life and the new, staying relevant to the new users that are coming online and so we've found that our message needed to evolve as well and it needs to be, lines in business now are getting more involved in some of the decision making so our message wasn't where it needed to be in terms of evolving it for that enterprise customer and one that we think will foster that digital transformation for a lot of our companies customers and so we view this was the right time, especially with version 10, version 9.5 which was very successful and version 10 which really expands our enterprise capability but also we needed to, it broadens a lot of the applications down to things that we could do in an enterprise and we needed that message to also be kind of that enterprise in a broad strategic message. >> Peter, when I talk to customers these days, it's a very fragmented market out there, I think, as Ratmir said you rode that VMware wave, now customers adopting lots of sass, they're doing multiple public clouds, they're trying to figure out how they modernize their private cloud. Before it was VMware, therefore I need backup. Now it's how much does their choice on where they put their data and their application drive to you, how much do you have kind of the brand Veeam out there to kind of pull into those other environments and do customers turn to you for help in sorting out that kind of multi cloud world? >> Yeah actually I was talking to a friend of mine who is a key analyst at ESG, Jason Buffington, you know Jason. >> Yeah he's coming on. >> He had a great point about the industry, that our data industry or storage industry or data protection industry, he said that every new wave you go from mainframe to client server, from client server to visualization, from visualization to cloud. There is always a new backup leader. Because the technology changes so much and the people or the company that doesn't have this old baggage with the old technology, old agent based or supporting all these legacy platforms, that can move much faster and that's what Veeam has demonstrated with visualization. The only exception is the transition from visualization to cloud because cloud is based on visualization. So and based on the concept of the data mobility, and that's, from the mental concept to visualization and so we believe that we are very well set with our leadership position in visualization to also dominate cloud market because our technologies are modern technologies specifically built for visualization and cloud. >> And is the argument then that an Amazon or an Azure won't dominate that, because essentially they are a cloud stovepipe, is that right, can you expand on that a little bit? >> That's the way we look at it, I mean it's choice. People want to put, they should be able to put their data wherever they want or their applications, and we should make it very easy for them to do that. If they want to do an Azure, but it's not only just putting it in Azure, it's being able to get after it, get it and move it and transfer data no matter where wanted to so for us it's about providing the flexibility to move the data or run the apps no matter where you want at any time. >> Peter you ran a company that Vmware acquired that was an Azure service. Veeam has some Azure service solutions, customers often times are trying to switch from there's no more shrink wrap software anymore, models for buying it, where do you see customers in that adoption? Curious of your old role and kind of today what you're seeing. >> It's interesting, so Desktone was very much of a platform for managed service providers and cloud providers and so in coming to Veeam, a big part of our business, which is very different than I think a lot of the other people in the market is focusing on those cloud providers. Not just Amazon, Azure, the public, but also we have 15, over 15,000 managed service providers and cloud providers that run our platform as a business. And so when we rolled out a number of features here that if, unless you were a managed service provider or a cloud provider, you wouldn't get the multi-tenancy and the things that we built on scalability that are really changing the game we believe for the managed service providers. But it's also, what we saw at Desktone that went into Veeam. It's, our customers are also doing it as a service within their organization. Things like multi-tenancy are things that they need and scalability are things that they need as a business, so it's a lot of similarities between the world that I lived in and Desktone and VMware to where we are today. >> One of the impressive stats, you said 2016, 231,000 customers that you have. Are all of those paying customers, you have the free version, can you give us any insight as to how many pay versus free >> It's actually over 245,000, that was at the end of the year, so we're adding 4,000 new customers every month and those are all paid. We don't count the people who downloaded the free version of it. >> That's good to know, you could have millions of >> We have millions so far our other free products, yes. >> Awesome. >> Millions of users. >> That's important. >> And another stat you put out in the keynote was an NPS of 73 which is really, really good. Can we talk about that a little bit? Ratmir you were making the point off camera that it rose from the low 60s. What's going on there? >> Yeah so last year it was 61, the year before it was 62, so we were kind of very high but flat, so and this year it actually jumped to 73 and the reason that I personally contribute that to is because we had extremely powerful release 9.5 and customer are extremely happy with the improvements, and the easy of operate and using all these new capabilities, it was the most, the smoothest upgrade, the smoothest release and with the powerful features. The second reason I think our NPS, net promoter score, rose that much is because Peter came on board. (laughs) So in the last 10 month, Peter really, really strengthen our team. I thought that we are moving very fast but now, so we have the concept of Veeam speed, that means moving really fast but now we, actually with Peter we are moving 10 times faster, all of magnitude faster. >> I don't believe it's me but I think what Veeam has always done is done a really good job of listening to our customers and communicating with our customers on a regular basis. We built at a customer success business, part of our business that we're investing in, but we have a whole, a team of people who just solicit and communicate with our partners, and our customers on a regular basis, so they know what we're doing, it's rare that they don't really get a good sense of where we're going and the vision and strategy of Veeam so I think that goes a long way in driving our NPS score. >> We got to break but last thing we really haven't double clicked on is the ecosystem, maybe a quick word on that and then we'll wrap. >> That's a big, obviously, a partner community, we have 45,000 partners, we have 15, over 15,000 managed service providers in cloud. Probably the area that is impacting our business quite a bit now recently is a lot of the alliance partnerships that have. Today we have Veeamware, we have Cisco, very strong and successful, we announced HPE which not only is a development partnership but also a resell partnership and go to market which is dramatically impacing >> Former competitor. >> Yes yes which has opened up a tremendous amount of opportunities for us so we're going to continue to expand into other companies, we're, because 50% of this market is changing over in 2017 and 18, from legacy solutions to new, in the hardware is a piece of that and we're trying to embed as much of that into one sales motion, one bundle for our customers, making it easy to try and buy Veeam. >> Okay, founder gets the last word, bumper sticker when the buses are pulling away, the trucks are pulling away from New Orleans, what's the bumper sticker on VeeamOn 2017? >> See you in 2018. (laughs) Let's have another great year, and another stick with Veeam. >> We find out I think Thursday where 2018 is going to happen. >> Yes. >> Alright so stay with us alright thanks Gents for coming to The Cube. >> Excellent, thanks for having us. >> You're welcome alright keep it right there buddy we'll be back with our next guest, The Cube are live from VeeamOn in New Orleans, be right back. (funky electronic theme music)

Published Date : May 17 2017

SUMMARY :

Brought to you by Veeam. We go out to the events, we extract a signal from the noise. Welcome to the Cube, congratulations on the great the rapid ascendancy of the company. the same way exactly that we rode the VM wave, and the one resource that was so precious and so that's our focus is to make it very easy So we talk about digital transformation a lot on The Cube, have fun with green. Boston Celtics. Number one pick. Veeam green team. What is that all about? Yeah so our message in the last 10 years has evolved. and they have to make a change, we saw this last week, and so a lot of the enterprise are and their application drive to you, Jason Buffington, you know Jason. and that's, from the mental concept to visualization That's the way we look at it, I mean it's choice. where do you see customers in that adoption? and the things that we built on scalability One of the impressive stats, you said 2016, We don't count the people who that it rose from the low 60s. and the reason that I personally contribute that to and our customers on a regular basis, We got to break but last thing and go to market which is in the hardware is a piece of that See you in 2018. is going to happen. Alright so stay with us alright thanks Gents we'll be back with our next guest,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

Peter McKayPERSON

0.99+

2006DATE

0.99+

Frank SlootmanPERSON

0.99+

Jason BuffingtonPERSON

0.99+

Ratmir TimashevPERSON

0.99+

2005DATE

0.99+

2007DATE

0.99+

CiscoORGANIZATION

0.99+

PeterPERSON

0.99+

JasonPERSON

0.99+

VeeamORGANIZATION

0.99+

10 timesQUANTITY

0.99+

Stu MinimanPERSON

0.99+

RatmirPERSON

0.99+

10QUANTITY

0.99+

New OrleansLOCATION

0.99+

AmazonORGANIZATION

0.99+

2016DATE

0.99+

2018DATE

0.99+

15QUANTITY

0.99+

50%QUANTITY

0.99+

DavePERSON

0.99+

VeeamwareORGANIZATION

0.99+

2017DATE

0.99+

ten yearsQUANTITY

0.99+

Last yearDATE

0.99+

Boston CelticsORGANIZATION

0.99+

20 percentQUANTITY

0.99+

millionsQUANTITY

0.99+

61QUANTITY

0.99+

VmwareORGANIZATION

0.99+

ESGORGANIZATION

0.99+

45,000 partnersQUANTITY

0.99+

CelticsORGANIZATION

0.99+

ThursdayDATE

0.99+

AWSORGANIZATION

0.99+

last yearDATE

0.99+

18DATE

0.99+

ServiceNow KnowledgeORGANIZATION

0.99+

90QUANTITY

0.99+

DesktoneORGANIZATION

0.99+

231,000 customersQUANTITY

0.99+

62QUANTITY

0.99+

VeeamOnORGANIZATION

0.98+

last weekDATE

0.98+

4,000 new customersQUANTITY

0.98+

this yearDATE

0.98+

9.5QUANTITY

0.98+

10 years agoDATE

0.98+

Millions of usersQUANTITY

0.98+

second reasonQUANTITY

0.98+

AzureORGANIZATION

0.98+

73QUANTITY

0.98+

TodayDATE

0.97+

HPEORGANIZATION

0.96+

over 15,000 managed service providersQUANTITY

0.96+

first timeQUANTITY

0.95+

over 245,000QUANTITY

0.95+

AzureTITLE

0.95+

todayDATE

0.94+

one resourceQUANTITY

0.94+

VMwareORGANIZATION

0.92+