>>Hey everyone, and welcome back to The Cube's live coverage of AWS Reinvented 2022 Live from the Venetian Expo in Las Vegas. We're happy to be back. This is first full day of coverage over here last night. We've got three full days of coverage in addition to last night, and there's about 50,000 people here. This event is ready, people are ready to be back, which is so exciting. Lisa Martin here with Paul Gill and Paul, it's great to be back in person. Great to be hosting with you >>And likewise with you, Lisa. I think the first time we hosted again, >>It is our first time exactly. >>And we come here to the biggest event that the cube ever does during the year. >>It's the Super Bowl of the >>Cube. It's it's elbow to elbow out there. It's, it's, it's full tackle football, totally on the, on the floor of reinvent. And very exciting. This, you know, I've been to a lot of conferences going back 40 years, long as I can remember. Been going to tech conferences. This one, the, the intensity, the excitement around this is really unusual. People are jazzed, they're excited to be here, and that's great to see, particularly coming back from two years of isolation. >>Absolutely. The energy is so palpable. Even yesterday, evening, afternoon when I was walking in, you just feel it with all the people here. You know, we talk to so many different companies on the Q Paul. Every company these days has to be a data company. The most important thing about data is making sure that it's backed up and it's protected, that it's secure, that it can be recovered if anything happens. So we're gonna be having a great conversation next about data resiliency with one of our alumni. >>And that would be Rick Scott, Rick, excuse me, Rick Scott, >>Rick Clark. Rick Clark, say Rick Scott, cloud sales Veritas. Rick, welcome back >>To the program. Thank you. Thank you so much. It's a pleasure being here, you know, thank you so much. You're definitely very excited to myself and 40,000 of my closest cousins and friends all in one place. Yep. Or I could possibly go wrong, right? So >>Yeah, absolutely nothing. So, Rick, so Veritas has made some exciting announcements. Talk to us about some of the new things that you've >>Unveiled. Yeah, we've been, we've been incredibly busy and, you know, the journey that we've been on, one of the big announcement that we made about three or four weeks ago is the introduction, really, of a brand new cloud native data management platform that we call Veritas Alta. And this is a journey that we've been on for the better part of seven years. We actually started it with our, our flex appliances. We continued, that was a containerization of our traditional net backup business in, into a highly secured appliance that was loved by our customers. And we continued that theme and that investment into what we call a scale out and scale up form factor appliance as well, what we called flex scale. And then we continued on that investment theme, basically spending over a billion dollars over that seven year journey in our cloud native. And we call that basically the Veritas altar platform with our cloud native platform. And I think if you really look at what that is, it truly is a data management platform. And I emphasize the term cloud native. And so our traditional technologies around data protection, obviously application resiliency and digital compliance or data compliance and governance. We are the only, the first and only company in the world to provide really a cloud optimized, cloud native platform, really, that addresses that. So it's been fun, it's been a fun journey. >>Talk a little bit about the customer experience. I see over 85% of the Fortune 100 trust Veritas with their data management. That's >>A big number. Yeah. Yeah. It's, it is incredible actually. And it really comes back to the Veritas older platform. We sort of built that with, with four tenants in mind, all driving back to this very similar to AWS's customer obsession. Everything we do each and every day of our waiting moments is a Veritas employee is really surrounds the customer. So it starts with the customer experience on how do they find us to, how do they procure our solutions through things like AWS marketplace and how do they deploy it? And the second thing is around really cost optimization, as we know, you know, to, to say that companies are going through a digital transformation and moving workloads to the cloud. I mean, I've got customers that literally were 20% in cloud a year ago and 80% a year later, we've never seen that kind of velocity. >>And so we've doubled down on this notion of cost optimization. You can only do that with these huge investments that I talked about. And so we're a very profitable company. We've been around, got a great heritage of over 30 years, and we've really taken those investments in r and d to provide that sort of cloud native technology to ultimately make it elastic. And so everything from will spin up and spin down services to optimize the cloud bill for our customers, but we'll also provide the greatest workload support. You know, obviously on-prem workloads are very different from cloud workloads and it's almost like turning the clock back 20 years to see all of those new systems. There's no standard API like s and MP on the network. And so we have to talk to every single PAs service, every single DB PAs, and we capture that information and protect it. So it's really has been a phenomenal journey. It's been great. >>You said this, that that al represents a shift from clouds from flex scale to cloud native. What is the difference there? >>The, the main difference really is we took, you know, obviously our traditional product that you've known for many media years, net backup. It's got, you know, tens of millions of lines of code in that. And we knew if we lifted and shifted it up into the cloud, into an I AEs infrastructure, it's just not, it obviously would perform extremely well, but it wasn't cost optimized for our customer. It was too expensive to to run. And so what we did is we rewrote with microservices and containerization, Kubernetes huge parts of that particular product to really optimize it for the cloud. And not only have we done it for that technology, what we now call alter data protection, but we've done it across our entire port portfolio. That was really the main change that we made as part of this particular transition. And >>What have you done to prepare customers for that shift? Is this gonna be a, a drop in simple upgrade for them? >>Absolutely. Yeah. In fact, one of the things that we introduced is we, we invest still very heavily with regards to our OnPrem solutions. We're certainly not abandoning, we're still innovating. There's a lot of data still OnPrem that needs to move to the cloud. And so we have a unique advantage of all of the different workload supports that we provide OnPrem. We continue that expansion into the cloud. So we, we create it as part of the Veritas AL Vision, a technology, we call it AL view. So it's a single painter glass across both OnPrem and cloud for our customers. And so now they can actually see all of their data protection, all our application availability, single collect, all through that single unified interface, which is really game changing in the industry for us. >>It's game changing for customers too, because customers have what generally six to seven different backup technologies in their environment that they're having to individually manage and provision. So the, the workforce productivity improvements I can imagine are, are huge with Veritas. >>Yeah. You you nailed it, right? You must have seen my script, but Absolutely. I mean, I look at the analogy of, you think about the airlines, what's one of the first things airlines do with efficiency? South Southwest Airlines was the best example, a standardized on the 7 37, right? And so all of their pilots, all of their mechanics, all know how to operate the 7 37. So we are doing the same thing with enterprise data protection. So whether you're OnPrem at the edge or in the cloud or even multi-cloud, we can provide that single painter glass. We've done it for our customers for 30 plus years. We'll continue to do it for another 30 something years. And so it's really the first time with Veritas altar that, that we're, we're coming out with something that we've invested for so long and put, put such a huge investment on that can create those changes and that compelling solution for our customers. So as you can see, we're pretty pumped and excited about it. >>Yes, I can >>Use the term data management to describe Alta, and I want to ask about that term because I hear it a lot these days. Data management used to be database, now data management is being applied to all kinds of different functions across the spectrum. How do you define data management in Veritas >>Perspective? Yeah, there's a, we, we see it as really three main pillars across the environment. So one is protection, and we'll talk a little bit about this notion of ransomware is probably the number one use case. So the ability to take the most complex and the biggest, most vast applications. SAP is an example with hundreds of different moving parts to it and being able to protect that. The second is application resiliency. If, if you look at the cloud, there's this notion of, of responsibility, shared responsibility in the cloud. You've heard it, right? Yep. Every single one of the cloud service providers, certainly AWS has up on their website, this is what we protect, here's the demarcation line, the line in the sand, and you, the customer are responsible for that other level. And so we've had a technology, you previously knew it as InfoScale, we now call it alter application resiliency. >>And it can provide availability zone to availability zone, real time replication, high availability of your mission critical applications, right? So not only do we do the traditional backups, but we can also provide application resiliency for mission critical. And then the third thing really from a data management standpoint is all around governance and compliance. You know, ac a lot of our customers need to keep data for five, 10 years or forever. They're audited. There's regulations and different geographies around the world. And, and those regulations require them to be able to really take control of their cloud, take control of their data. And so we have a whole portfolio of solutions under that data compliance, data government. So back to your, your question Paul, it's really the integration and the intersection of those three main pillars. We're not a one trick pony. We've been at this for a long time, and they're not just new products that we invented a couple of months ago and brought to market. They're tried and tested with eight 80,000 customers and the most complex early solutions on the planet that we've been supporting. >>I gotta ask you, you know, we talked about those three pillars and you talked about the shared responsibility model. And think of that where you mentioned aws, Salesforce, Microsoft 365, Google workspace, whatnot. Are you finding that most customers aren't aware of that and haven't been protecting those workloads and then come to you and saying, Hey guys, guess what, this is what this is what they're responsible for. The data is >>You Yeah, I, it's, it's our probably biggest challenge is, is one of awareness, you know, with the cloud, I mean, how many times have you spoken to someone? You just put it in the cloud. Your applications, like the cloud providers like aws, they'll protect everything. Nothing will ever go down. And it's kind like if you, unless your house was ever broken into, you're probably not gonna install that burglar alarm or that fire alarm, right? Hopefully that won't be an event that you guys have to suffer through. So yeah, it's definitely, it wasn't till the last year or so the cloud service providers really published jointly as to where is their responsibility, right? So a great example is an attack vector for a lot of corporations is their SAS applications. So, you know, whether it it's your traditional SA applications that is available that's available on the web to their customers as a sas. >>And so it's certainly available to the bad actors. They're gonna, where there's, there's gonna be a point they're gonna try to get in. And so no matter what your resiliency plan is, at the end of the day, you really need to protect it. And protection isn't just, for example, with M 365 having a snapshot or a recycle bin, that's just not good enough. And so we actually have some pretty compelling technology, what we call ALTA SAS protection, which covers the, pretty much the, the gamut of the major SAS technologies to protect those and make it available for our customers. So yeah, certainly it's a big part of it is awareness. Yeah. >>Well, I understand that the shared responsibility model, I, I realize there's a lot of confusion about that still, but in the SaaS world that's somewhat different. The responsibility of the SaaS provider for protecting data is somewhat different. How, how should, what should customers know about that? >>I think, you know, the, the related to that, if, if you look at OnPrem, you know, approximately 35 to 40% of OnPrem enterprise data is protected. It's kind of in a long traditional problem. Everyone's aware of it. You know, I remember going to a presentation from IBM 20 something years ago, and someone held their push hand up in the room about the dis drives and says, you need to back it up. And the IBM sales guy said, no, IBM dis drives never crash. Right? And so fast forward to here we are today, things have changed. So we're going through almost a similar sort of changes and culture in the cloud. 8% of the data in the cloud is protected today, 8%. That's incredible. Meaning >>That there is independent backup devoted >>To that data in some cases, not at all. And something many cases, the customer just assumes that it's in the cloud, therefore it's always available. I never have to worry about protecting it, right? And so that's a big problem that we're obviously trying to, trying to solve. And we do that all under the umbrella of ransomware. That's a huge theme, huge investment that, that Veritas does with regards to providing that resiliency for our >>Customers. Ransomware is scary. It is becoming so prolific. The bad actors have access to technologies. Obviously companies are fighting them, but now ransomware has evolved into, no longer are we gonna get hit, it's when, yeah, it's how often it's what's the damage going to be. So the ability to help customers recover from ransomware, that resiliency is table stakes for businesses in any industry these days. Does that, that one of the primary pain points that your customers are coming to you with? >>It's the number one pain point. Yeah, it's, it's incredible. I mean, there's not a single briefing that our teams are doing customer meetings where that term ransomware doesn't come up as, as their number one use case. Just to give you something, a couple of statistics. There's a ransomware attack attack that happens 11 times a second right around the globe. And this isn't just, you know, minor stuff, right? I've got friends that are, you know, executives of large company that have been hit that have that some, you know, multimillion dollar ransom attack. So our, our play on this is, when you think about it, is data protection is the last line of defense. Yes. And so if they break through, it's not a case, Lisa, as you mentioned, if it's a case of when Yeah. And so it's gonna happen. So one of the most important things is knowing how do you know you have a gold copy, a clean copy, and you can recover at speed in some cases. >>We're talking about tens of thousands of systems to do that at speed. That's in our dna. We've been doing it for many, many years. And we spoke through a lot of the cyber insurance companies on this particular topic as well. And what really came back from that is that they're actually now demanding things like immutable storage, malware detection, air gaping, right? Anomaly detection is sort of core technologies tick the box that they literally won't ensure you unless you have those core components. And so what we've done is we've doubled down on that investment. We use AI in ML technologies, particularly around the anomaly detection. One of the, the, the unique and ne differentiators that Verto provides is a ransomware resiliency scorecard. Imagine the ability to save uran a corporation. We can come in and run our analytics on your environment and kind of give you a grade, right? Wouldn't you prefer that than waiting for the event to take place to see where your vulnerability really is? And so these are some of the advantages that we can actually provide for our customers, really, really >>To help. Just a final quick question. There is a, a common perception, I believe that ransomware is an on premise problem. In fact, it is also a cloud problem. Is that not right? >>Oh, absolutely. I I think that probably the biggest attack vector is in the cloud. If it's, if it's OnPrem, you've certainly got a certain line of defense that's trying to break through. But, you know, you're in the open world there. Obviously with SAS applications in the cloud, it's not a case of if, but when, and it's, and it's gonna continue to get, you know, more and more prevalent within corporations. There's always gonna be those attack factors that they find the, the flash wounds that they can attack to break through. What we are concentrating on is that resiliency, that ability for customers to recover at speed. We've done that with our traditional appliances from our heritage OnPrem. We continue to do that with regard to resiliency at speed with our customers in the cloud, with partners like aws >>For sure. Almost done. Give me your 30 seconds on AWS and Veritas. >>We've had a partnership for the better part of 10 years. It's incredible when you think about aws, where they released the elastic compute back in 2006, right? We've been delivering data protection, a data management solutions for, for the better part of 30 years, right? So, so we're, we're Junos in our space. We're the leader in, in data protection and enterprise data protection. We were on-prem. We, we continue to be in the cloud as AWS was with the cloud service provided. So the synergies are incredible. About 80 to 85% of our, our joint customers are the same. We take core unique superpowers of aws, like AWS outposts and AWS Glacier Instant retrieval, for example, those core technologies and incorporate them into our products as we go to Mark. And so we released a core technology a few months ago, we call it ultra recovery vault. And it's an air gap, a mutable storage, worm storage, right Once, right? You can't change it even when the bad actors try to get in. They're independent from the customer's tenant and aws. So we manage it as a managed backup service for our customers. Got it. And so our customers are using that to really help them with their ransomware. So it's been a tremendous partnership with AWS >>Standing 10 years of accounting. Last question for you, Rick. You got a billboard on the 1 0 1 in Santa Clara, right? By the fancy Verto >>1 0 1? >>Yeah. Right. Well, there's no traffic. What does that billboard say? What's that bumper sticker about? Vertus, >>I think, I think the billboard would say, welcome to the new Veritas. This is not your grandfather's old mobile. We've done a phenomenal job in, in the last, particularly the last three or four years, to really reinvent ourselves in the cloud and the investments that we made are really paying off for our customers today. So I'm excited to be part of this journey and excited to talk to you guys today. >>Love it. Not your grandfather's Veritas. Rick, thank you so much for joining Paula, me on the forgot talking about what you guys are doing, how you're helping customers, really established that cyber of resiliency, which is absolutely critical these days. We appreciate your >>Time. My pleasure. Thank you so much. >>All right, for our guest and Paul Gilland, I'm Lisa Martin, you're watching the Queue, which as you know is the leader in live enterprise and emerging check coverage.

(techno music intro) >> Welcome back to theCube's coverage of SuperComputing Conference 2022. We are here at day three covering the amazing events that are occurring here. I'm Dave Nicholson, with my co-host Paul Gillin. How's it goin', Paul? >> Fine, Dave. Winding down here, but still plenty of action. >> Interesting stuff. We got a full day of coverage, and we're having really, really interesting conversations. We sort of wrapped things up at Supercomputing 22 here in Dallas. I've got two very special guests with me, Scott from Intel and David from Dell, to talk about yeah supercomputing, but guess what? We've got some really cool stuff coming up after this whole thing wraps. So not all of the holiday gifts have been unwrapped yet, kids. Welcome gentlemen. >> Thanks so much for having us. >> Thanks for having us. >> So, let's start with you, David. First of all, explain the relationship in general between Dell and Intel. >> Sure, so obviously Intel's been an outstanding partner. We built some great solutions over the years. I think the market reflects that. Our customers tell us that. The feedback's strong. The products you see out here this week at Supercompute, you know, put that on display for everybody to see. And then as we think about AI in machine learning, there's so many different directions we need to go to help our customers deliver AI outcomes. Right, so we recognize that AI has kind of spread outside of just the confines of everything we've seen here this week. And now we've got really accessible AI use cases that we can explain to friends and family. We can talk about going into retail environments and how AI is being used to track inventory, to monitor traffic, et cetera. But really what that means to us as a bunch of hardware folks is we have to deliver the right platforms and the right designs for a variety of environments, both inside and outside the data center. And so if you look at our portfolio, we have some great products here this week, but we also have other platforms, like the XR4000, our shortest rack server ever that's designed to go into Edge environments, but is also built for those Edge AI use cases that supports GPUs. It supports AI on the CPU as well. And so there's a lot of really compelling platforms that we're starting to talk about, have already been talking about, and it's going to really enable our customers to deliver AI in a variety of ways. >> You mentioned AI on the CPU. Maybe this is a question for Scott. What does that mean, AI on the CPU? >> Well, as David was talking about, we're just seeing this explosion of different use cases. And some of those on the Edge, some of them in the Cloud, some of them on Prem. But within those individual deployments, there's often different ways that you can do AI, whether that's training or inference. And what we're seeing is a lot of times the memory locality matters quite a bit. You don't want to have to pay necessarily a cost going across the PCI express bus, especially with some of our newer products like the CPU Max series, where you can have a huge about of high bandwidth memory just sitting right on the CPU. Things that traditionally would have been accelerator only, can now live on a CPU, and that includes both on the inference side. We're seeing some really great things with images, where you might have a giant medical image that you need to be able to do extremely high resolution inference on or even text, where you might have a huge corpus of extremely sparse text that you need to be able to randomly sample very efficiently. >> So how are these needs influencing the evolution of Intel CPU architectures? >> So, we're talking to our customers. We're talking to our partners. This presents both an opportunity, but also a challenge with all of these different places that you can put these great products, as well as applications. And so we're very thoughtfully trying to go to the market, see where their needs are, and then meet those needs. This industry obviously has a lot of great players in it, and it's no longer the case that if you build it, they will come. So what we're doing is we're finding where are those choke points, how can we have that biggest difference? Sometimes there's generational leaps, and I know David can speak to this, can be huge from one system to the next just because everything's accelerated on the software side, the hardware side, and the platforms themselves. >> That's right, and we're really excited about that leap. If you take what Scott just described, we've been writing white papers, our team with Scott's team, we've been talking about those types of use cases using doing large image analysis and leveraging system memory, leveraging the CPU to do that, we've been talking about that for several generations now. Right, going back to Cascade Lake, going back to what we would call 14th generation power Edge. And so now as we prepare and continue to unveil, kind of we're in launch season, right, you and I were talking about how we're in launch season. As we continue to unveil and launch more products, the performance improvements are just going to be outstanding and we'll continue that evolution that Scott described. >> Yeah, I'd like to applaud Dell just for a moment for its restraint. Because I know you could've come in and taken all of the space in the convention center to show everything that you do. >> Would have loved to. >> In the HPC space. Now, worst kept secrets on earth at this point. Vying for number one place is the fact that there is a new Mission Impossible movie coming. And there's also new stuff coming from Intel. I know, I think allegedly we're getting close. What can you share with us on that front? And I appreciate it if you can't share a ton of specifics, but where are we going? David just alluded to it. >> Yeah, as David talked about, we've been working on some of these things for many years. And it's just, this momentum is continuing to build, both in respect to some of our hardware investments. We've unveiled some things both here, both on the CPU side and the accelerator side, but also on the software side. OneAPI is gathering more and more traction and the ecosystem is continuing to blossom. Some of our AI and HPC workloads, and the combination thereof, are becoming more and more viable, as well as displacing traditional approaches to some of these problems. And it's this type of thing where it's not linear. It all builds on itself. And we've seen some of these investments that we've made for a better half of a decade starting to bear fruit, but that's, it's not just a one time thing. It's just going to continue to roll out, and we're going to be seeing more and more of this. >> So I want to follow up on something that you mentioned. I don't know if you've ever heard that the Charlie Brown saying that sometimes the most discouraging thing can be to have immense potential. Because between Dell and Intel, you offer so many different versions of things from a fit for function perspective. As a practical matter, how do you work with customers, and maybe this is a question for you, David. How do you work with customers to figure out what the right fit is? >> I'll give you a great example. Just this week, customer conversations, and we can put it in terms of kilowatts to rack, right. How many kilowatts are you delivering at a rack level inside your data center? I've had an answer anywhere from five all the way up to 90. There's some that have been a bit higher that probably don't want to talk about those cases, kind of customers we're meeting with very privately. But the range is really, really large, right, and there's a variety of environments. Customers might be ready for liquid today. They may not be ready for it. They may want to maximize air cooling. Those are the conversations, and then of course it all maps back to the workloads they wish to enable. AI is an extremely overloaded term. We don't have enough time to talk about all the different things that tuck under that umbrella, but the workloads and the outcomes they wish to enable, we have the right solutions. And then we take it a step further by considering where they are today, where they need to go. And I just love that five to 90 example of not every customer has an identical cookie cutter environment, so we've got to have the right platforms, the right solutions, for the right workloads, for the right environments. >> So, I like to dive in on this power issue, to give people who are watching an idea. Because we say five kilowatts, 90 kilowatts, people are like, oh wow, hmm, what does that mean? 90 kilowatts is more than 100 horse power if you want to translate it over. It's a massive amount of power, so if you think of EV terms. You know, five kilowatts is about a hairdryer's around a kilowatt, 1,000 watts, right. But the point is, 90 kilowatts in a rack, that's insane. That's absolutely insane. The heat that that generates has got to be insane, and so it's important. >> Several houses in the size of a closet. >> Exactly, exactly. Yeah, in a rack I explain to people, you know, it's like a refrigerator. But, so in the arena of thermals, I mean is that something during the development of next gen architectures, is that something that's been taken into consideration? Or is it just a race to die size? >> Well, you definitely have to take thermals into account, as well as just the power of consumption themselves. I mean, people are looking at their total cost of ownership. They're looking at sustainability. And at the end of the day, they need to solve a problem. There's many paths up that mountain, and it's about choosing that right path. We've talked about this before, having extremely thoughtful partners, we're just not going to common-torily try every single solution. We're going to try to find the ones that fit that right mold for that customer. And we're seeing more and more people, excuse me, care about this, more and more people wanting to say, how do I do this in the most sustainable way? How do I do this in the most reliable way, given maybe different fluctuations in their power consumption or their power pricing? We're developing more software tools and obviously partnering with great partners to make sure we do this in the most thoughtful way possible. >> Intel put a lot of, made a big investment by buying Habana Labs for its acceleration technology. They're based in Israel. You're based on the west coast. How are you coordinating with them? How will the Habana technology work its way into more mainstream Intel products? And how would Dell integrate those into your servers? >> Good question. I guess I can kick this off. So Habana is part of the Intel family now. They've been integrated in. It's been a great journey with them, as some of their products have launched on AWS, and they've had some very good wins on MLPerf and things like that. I think it's about finding the right tool for the job, right. Not every problem is a nail, so you need more than just a hammer. And so we have the Xeon series, which is incredibly flexible, can do so many different things. It's what we've come to know and love. On the other end of the spectrum, we obviously have some of these more deep learning focused accelerators. And if that's your problem, then you can solve that problem in incredibly efficient ways. The accelerators themselves are somewhere in the middle, so you get that kind of Goldilocks zone of flexibility and power. And depending on your use case, depending on what you know your workloads are going to be day in and day out, one of these solutions might work better for you. A combination might work better for you. Hybrid compute starts to become really interesting. Maybe you have something that you need 24/7, but then you only need a burst to certain things. There's a lot of different options out there. >> The portfolio approach. >> Exactly. >> And then what I love about the work that Scott's team is doing, customers have told us this week in our meetings, they do not want to spend developer's time porting code from one stack to the next. They want that flexibility of choice. Everyone does. We want it in our lives, in our every day lives. They need that flexibility of choice, but they also, there's an opportunity cost when their developers have to choose to port some code over from one stack to another or spend time improving algorithms and doing things that actually generate, you know, meaningful outcomes for their business or their research. And so if they are, you know, desperately searching I would say for that solution and for help in that area, and that's what we're working to enable soon. >> And this is what I love about oneAPI, our software stack, it's open first, heterogeneous first. You can take SYCL code, it can run on competitor's hardware. It can run on Intel hardware. It's one of these things that you have to believe long term, the future is open. Wall gardens, the walls eventually crumble. And we're just trying to continue to invest in that ecosystem to make sure that the in-developer at the end of the day really gets what they need to do, which is solving their business problem, not tinkering with our drivers. >> Yeah, I actually saw an interesting announcement that I hadn't been tracking. I hadn't been tracking this area. Chiplets, and the idea of an open standard where competitors of Intel from a silicone perspective can have their chips integrated via a universal standard. And basically you had the top three silicone vendors saying, yeah, absolutely, let's work together. Cats and dogs. >> Exactly, but at the end of the day, it's whatever menagerie solves the problem. >> Right, right, exactly. And of course Dell can solve it from any angle. >> Yeah, we need strong partners to build the platforms to actually do it. At the end of the day, silicone without software is just sand. Sand with silicone is poorly written prose. But without an actual platform to put it on, it's nothing, it's a box that sits in the corner. >> David, you mentioned that 90% of power age servers now support GPUs. So how is this high-performing, the growth of high performance computing, the demand, influencing the evolution of your server architecture? >> Great question, a couple of ways. You know, I would say 90% of our platforms support GPUs. 100% of our platforms support AI use cases. And it goes back to the CPU compute stack. As we look at how we deliver different form factors for customers, we go back to that range, I said that power range this week of how do we enable the right air coolant solutions? How do we deliver the right liquid cooling solutions, so that wherever the customer is in their environment, and whatever footprint they have, we're ready to meet it? That's something you'll see as we go into kind of the second half of launch season and continue rolling out products. You're going to see some very compelling solutions, not just in air cooling, but liquid cooling as well. >> You want to be more specific? >> We can't unveil everything at Supercompute. We have a lot of great stuff coming up here in the next few months, so. >> It's kind of like being at a great restaurant when they offer you dessert, and you're like yeah, dessert would be great, but I just can't take anymore. >> It's a multi course meal. >> At this point. Well, as we wrap, I've got one more question for each of you. Same question for each of you. When you think about high performance computing, super computing, all of the things that you're doing in your partnership, driving artificial intelligence, at that tip of the spear, what kind of insights are you looking forward to us being able to gain from this technology? In other words, what cool thing, what do you think is cool out there from an AI perspective? What problem do you think we can solve in the near future? What problems would you like to solve? What gets you out of bed in the morning? Cause it's not the little, it's not the bits and the bobs and the speeds and the feats, it's what we're going to do with them, so what do you think, David? >> I'll give you an example. And I think, I saw some of my colleagues talk about this earlier in the week, but for me what we could do in the past two years to unable our customers in a quarantine pandemic environment, we were delivering platforms and solutions to help them do their jobs, help them carry on in their lives. And that's just one example, and if I were to map that forward, it's about enabling that human progress. And it's, you know, you ask a 20 year version of me 20 years ago, you know, if you could imagine some of these things, I don't know what kind of answer you would get. And so mapping forward next decade, next two decades, I can go back to that example of hey, we did great things in the past couple of years to enable our customers. Just imagine what we're going to be able to do going forward to enable that human progress. You know, there's great use cases, there's great image analysis. We talked about some. The images that Scott was referring to had to do with taking CAT scan images and being able to scan them for tumors and other things in the healthcare industry. That is stuff that feels good when you get out of bed in the morning, to know that you're enabling that type of progress. >> Scott, quick thoughts? >> Yeah, and I'll echo that. It's not one specific use case, but it's really this wave front of all of these use cases, from the very micro of developing the next drug to finding the next battery technology, all the way up to the macro of trying to have an impact on climate change or even the origins of the universe itself. All of these fields are seeing these massive gains, both from the software, the hardware, the platforms that we're bringing to bear to these problems. And at the end of the day, humanity is going to be fundamentally transformed by the computation that we're launching and working on today. >> Fantastic, fantastic. Thank you, gentlemen. You heard it hear first, Intel and Dell just committed to solving the secrets of the universe by New Years Eve 2023. >> Well, next Supercompute, let's give us a little time. >> The next Supercompute Convention. >> Yeah, next year. >> Yeah, SC 2023, we'll come back and see what problems have been solved. You heard it hear first on theCube, folks. By SC 23, Dell and Intel are going to reveal the secrets of the universe. From here, at SC 22, I'd like to thank you for joining our conversation. I'm Dave Nicholson, with my co-host Paul Gillin. Stay tuned to theCube's coverage of Supercomputing Conference 22. We'll be back after a short break. (techno music)

>>from around the globe. It's the Cube covering upgrade 2020 The NTT Research Summit presented by NTT Research. >>Hi, I'm stupid, man. And this is the Cubes coverage of Upgrade 2020 the global research Summit for NTT and always happy when we get to talk about digital transformation. Happy to welcome to the program First time guests on the program. Eric Clark. He is the chief digital officer with NTT Data. Thanks so much for joining us. Thank >>you. Glad to be here. >>All right, so let's start, you know, CDOs. First of all, there there's lots of studios. We've done lots of events with the chief data officers, which I'm sure we'll talk a little bit about data. But the digital officers, of course, digital so important in general. And even more so in 2020. But let's understand your role is as chief digital officer. What's your charter where you sit in York? What you're responsible for? >>Yeah, definitely. And you know, it's a good question. I often start conversations with our customers by talking about exactly that, because Chief Digital officer means something different toe different companies. So for us, it's primarily market facing. Onda What that means is I spend most of my time looking at research, looking at R and D, looking at what our competitors are doing in the market and looking at where trends. We're going to make sure that we have the right offerings and capabilities to bring to our customers to make sure that they will remain competitive in their markets. >>That's great. You know, We've been talking for years about the, you know, the digital transformations that companies have been going through. One of our definitions have been. If you're not at the end of it, more data driven, you probably haven't done the right thing. But Eric, this year with 2020 you know, anecdotally we talked to a lot of customers, and obviously there's certain initiatives that get frozen or, you know, uh, we'll take a little bit longer. But those digital initiatives, which are supposed to rely on data and help us move fast and be more agile, seem to be at the top of the list and are accelerating because if I can't respond to you know, the daily and weekly changes that have been great in 2020 you know, I might have a tough time surviving. So what are you seeing? You know, how does that live in your world? >>Yeah, you're exactly right. And that's what we're seeing from our client base as well. So early on in the pandemic, there was a lot of freeze, you know, hold everything. Stop. Stop spending. And let's figure out where we are and where this is going. But very quickly that turn to we've got to react. We're gonna be living with this for a while and we can't. We can't afford to sit back and wait and see where it goes. We've got to react, and we've got to direct our our future. And very often the way that comes out is with digital. So you know, customers are looking for opportunities to leverage digital, to grow revenue, to improve customer engagement and to drive more of their revenue through digital channels. >>Interested in one thing I didn't here and there, but I'm sure is part of it. What about the employees themselves? One of the big things, of course, is that we've made this wonderful corporate environment. You've got the great great Internet there, and now wait. Everybody's at home and scrambling as to what they do. So so how about the kind of the the e x to go along with the C X? Yeah, >>exactly. And that was actually one of the first places that we focused as a company, because we do a lot of you know what we refer to as workplace services. So making sure that our customers employees have the tools they need to do their job successfully. Eso immediately. When when officers started closing and people started going home, our big challenge was Let's make sure that our customers can connect from anywhere from wherever they need to be working from and have access to the applications and the tools and the products that they need to perform their jobs remotely. And that's really turned into a significant business of its own of, you know, really addressing those needs not only for our customers but also for our employee base. You know, we have 50,000 people that we sent home more than 90% of overnight, and you know, many of these are our employees that are interacting with our customer based on a daily basis, So we had to make sure not only that they had connective, >>but >>he had to be secure. So it was a very big switch. And I think I personally was really impressed. Not only with what we did, but what we saw. The industry. Dutilleux make that transition very safely and seamlessly. >>Well, let's Eric, I love you to expand a little bit on that. You know which pieces of that that full solution, Uh, is NTT offering? And how do you and your partner's, uh, you know, help your customers through. You know, those rapid options that they need? >>Yeah, so So So we're a full suite provider. So we're focused on digital operations, which is, you know, digitizing your back office from your workplace services to your hybrid infrastructure network, etcetera, all the way through bringing. You know what? We refer to his journey to the cloud. So how do we help you identify what applications and what data you need in the cloud? Um uh, c X and E x. Very big focuses for us. In fact, we take a lot of pride in while we do go to market and sell c X specifically, we consider c x part of everything we do so if we're talking about workplace services or hybrid infrastructure or security. We want the employee experience to be solid, and we want the employee experience to be consistent across all of those things. So way think that our customers should not expect to have different interfaces and different portals and different user experiences when they do work with us across infrastructure and application and cloud etcetera. >>That's excellent, Eric. You know, we spent the last six months talking about how do we react to the pandemic? And now, at least, you know, here in the U. S. Uh, the Children are back in school. If they're back, though, it tends to be ah, hybrid model. And when we look at work, often we know we're gonna have this elongated kind of new abnormal, if you will. So, yes, you might be back in the office some, but chances are you will spend some time remote and therefore it's not work from home or back toe work. It's work from anywhere, is what I need to be able to do. So how are you preparing? How are you helping your customers through that? Because, you know, it's one thing if it was just, you know, a switch that says I'm either here or there, but it z changing and it's very fluid. >>Yeah, and you're exactly right. It is work from anywhere, but there are some of our customers that don't have the luxury of work from anywhere. So when you think about manufacturing facilities and different hospitality companies, um, there there are people that need to go into physical places. We do a lot in the healthcare space. We need doctors in the hospitals. So we've done a lot to help our customers figure out safe ways to return to the work. Recently, we've seen universities and, as you mentioned, you know, high schools and elementary schools all going back with varying degrees of success, right? Some of them have failed, and they've had to take a pause and and figure out how they're going to restart. We've also seen professional sports leagues and now college sports leagues. Andi, When we see them having issues, we see protocols adjusting and we see them looking for what can we do to make this safer, more effective and more successful for whether it's our sports team, our school or our business. So we've taken a very active approaching that, and we're leveraging technology and creating I P. That starts with pre arrival, you know, registering in advance and, you know, opting in for things like tracking social distancing and tracking the use of mask, then using cameras and facilities to monitor it, to make sure people that are are adhering to social distancing and adhering to wearing masks. Andi In the event that they aren't we can send instant notifications to their phone. If we have repeat violators, Weaken. Prohibit them from coming back to the office so we can have very strict controls and adherence to whatever the protocols. Maybe as the protocols change. And then the other thing that allows us to do is in the event someone would test positive with co vid, we will know exactly who they've been within 6 ft of without a mask over the past X number of days. All that is stored in the cloud for us to, you know, use for reference and use for audit purposes so that gives us the ability to then use are apt to direct all the people that the person that was positive was in contact with, let them go, get tested, come back with a negative test before they return to the office. So So, basically, what we've done is we've created all kinds of technology using automation and AI and facial recognition to bring MAWR safety and more security to the workplace. Whatever that work placement might be, whether again, school, university manufacturing facility or a hotel >>Really interesting topic. You know, tracking and tracing so critically important we've seen in many countries around the world. That's really help them get their arms around and control that. You know, we talked to the top of the interview about, you know, digital means leveraging the data. And if I don't have the data, I can't respond to what's happening there. Um, here in the US, I haven't heard as much about the tracking and tracing. Is this a company by company thing do they have is the expense all on them to do it? And of course, it raises the concerns about Well, I'm concerned about my privacy and that that balance between the public interest on my right to privacy, how do you help your customer sort through some of those issues >>Well, privacy is definitely a big issue. And, you know, you noticed that when I was explaining that I said in pre pre arrival, you opt in. So the way we've approached it is it is an opt in. So those that don't wanna opt into that kind of tracking and tracing, um won't won't be those that will be allowed to come back to the office. And that goes back to your other point of work from anywhere. Many of those people can still successfully work from anywhere but those that feel like they're more effective, more successful or have a need to be in an office or need to be physically again in a manufacturing facility or a hotel. We have a way to do that safely, >>right? Well, Eric, one of the things I love about research events like yours is a little peek in tow. What's coming on down the road? So any other things you'd like toe, you know, share about, You know, some of the things that are exciting. You some things we should be looking at a little bit further down the road. >>Well, I think you know for us, as you know, We spend a significant amount of money each year on research, and and we really get excited about thes thes opportunities in these showcases. So you'll see ah, lot of exciting information and a lot of what's coming in the future. Um, a lot of it right now, obviously, because of the times you'll see themes of safety and security. Um, but you're also going to see just ah, whole lot of really thought provoking forward thinking technology. >>Always take the opportunity. Even when there are crisis is out there. There's the opportunity for innovation and acceleration off. What's happening? Eric, Thanks so much pleasure talking with you and definitely looking forward to hearing more from from the event. >>Great. Thank you. Enjoyed it. >>Stay with us for more coverage from upgrade 2020 times to minimum. Thanks as always, for watching cute with

>> From around the globe, it's the Cube covering the Upgrade 2020, the NTT Research Summit presented by NTT Research. >> Hi, I'm Stu Miniman, and this is the Cube's coverage of Upgrade 2020 the Global Research Summit for NTT and always happy when we get to talk about digital transformation. Happy to welcome to the program, first time guest on the program, Eric Clark. He is the Chief Digital Officer with NTT data. Eric, thanks so much for joining us. >> Thank you, glad to be here. >> All right so Eric, let's start, you know, CDOs, first of all, there's lots of CDOs. We've done lots of events with the Chief Data Officers, which I'm sure we'll talk a little bit about data, but the digital officers, of course digital so important in general and even more so in 2020. But let's understand your role as Chief Digital Officer. What's your charter? Where you sit in the work? What are you responsible for? >> Yeah, definitely, and you know, it's a good question. I often start conversations with our customers by talking about exactly that, because Chief Digital Officer means something different to different companies. So for us, it's primarily my market facing. And what that means is I spend most of my time looking at research, looking at R&D, looking at what our competitors are doing in the market and looking at where trends are going to make sure that we have the right offerings and capabilities to bring to our customers, to make sure that they will remain competitive in their markets. >> That's great, you know, we've been talking for years about the digital transformations that companies have been going through. One of our definitions has been, if you're not at the end of it, more data-driven, you probably haven't done the right thing. But Eric, this year with 2020, you know, anecdotally, we talked to a lot of customers and obviously there's certain initiatives that get frozen or will take a little bit longer, but those digital initiatives, which are supposed to rely on data and help us move fast and be more agile, seem to be at the top of the list and are accelerating because if I can't respond to the daily and weekly changes that have been great in 2020, I might have a tough time surviving. So, what are you seeing? How does that live in your world? >> Yeah, you're exactly right. And that's what we're seeing from our client base as well. So early on in the pandemic, there was a lot of freeze. You know, hold everything, stop, stop spending, and let's figure out where we are and where this is going. But very quickly that turned to, we've got to react. We're going to be living with this for awhile. And we can't afford to sit back and wait and see where it goes. We've got to react and we've got to direct our future. And very often the way that comes out is with digital. So, customers are looking for opportunities to leverage digital, to grow revenue, to improve customer engagement and to drive more of their revenue through digital channels. >> Interesting, but one thing I didn't here in there, but I'm sure is part if it, what about the employees themselves? One of the big things of course, is that we've made this wonderful corporate environment, you've got the great internet there and now way everybody's at home and scrambling as to what they do. So how about the kind of the EX to go along with the CX? >> Yeah, exactly, and that was actually one of the first places that we focused as a company, because we do a lot of what we refer to as workplace services. So making sure that our customers, employees have the tools they need to do their job successfully. So immediately when offices started closing and people started going home, our big challenge was let's make sure that our customers can connect from anywhere, from wherever they need to be working from and have access to the applications and the tools and the products that they need to perform their jobs remotely. And that's really turned into a significant business of its own, really addressing those needs, not only for our customers, but also for our employee base. We have 50,000 people that we sent home, more than 90% of overnight. And many of these are our employees that are interacting with our customer base on a daily basis. So we had to make sure not only that they had connected but they had to be secure. So it was a very big switch and I think I personally was really impressed not only with what we did, but what we saw the industry do, to make that transition very safely and seamlessly. >> Eric I'd love you to expand a little bit on that, You know, which pieces of that full solution that is NTT offering and how do you and your partners help your customers through those rapid adoptions that they need? >> Yeah, so we're a full suite provider. So, we're focused on digital operations, which is digitizing your back office from your workplace services to your hybrid infrastructure network, et cetera. All the way through bringing what we refer to as journey to the cloud. So how do we help you identify what applications and what data you need in the cloud. CX and EX very big focuses for us. In fact, we take a lot of pride in, while we do go to market and sell CX specifically, we consider CX part of everything we do. So if we're talking about workplace services or hybrid infrastructure or security, we want the employee experience to be solid, and we want the employee experience to be consistent across all of those things. So, we think that our customers should not expect to have different interfaces and different portals and different user experiences when they do work with us across infrastructure, application and cloud, et cetera. >> That's excellent Eric. You know we spent the last six months talking about how did we react to the pandemic, and now at least here in the US, the children are back in school. If they're back though, it tends to be a hybrid model. And when we look at work, often we know we're going to have this long gated, kind of new abnormal if you will. So, yes you might be back in the office some, but chances are you will spend some time remote and therefore it's not work from home or back to work, it's work from anywhere, is what I need to be able to do. So, how are you preparing? How are you helping your customers through that? Because it's one thing if it was just a switch that says, I'm either here or there, but it's changing and it's very fluid. >> Yeah, and you're exactly right, it is work from anywhere. But there are some of our customers that don't have the luxury of work from anywhere. So when you think about manufacturing facilities and different hospitality companies, there are people that need to go into physical places. We do a lot in the healthcare space. We need doctors in the hospitals. So we've done a lot to help our customers figure out safe ways to return to work. Recently, we've seen universities, and as you mentioned, high schools and elementary schools all going back with varying degrees of success, right? Some of them have failed and they've had to take a pause and figure out how they're going to restart. We've also seen professional sports leagues and now college sports leagues. And when we see them having issues, we see protocols adjusting and we see them looking for what can we do to make this safer, more effective and more successful for whether it's our sports team, our school or our business. So we've taken a very active approach in that. And we're leveraging technology and creating IP that starts with pre-arrival, registering in advance and opting in for things like tracking social distancing and tracking the use of masks. Then using cameras and facilities to monitor it, to make sure people that are adhering to social distancing and adhering to wearing mask. And in the event that they aren't, we can send instant notifications to their phone. If we have repeat violators, we can prohibit them from coming back to the office. So we can have very strict controls and adherence to whatever the protocols may be as the protocols change. And then the other thing that allows us to do is in the event, someone would test positive with COVID, we will know exactly who they've been within six feet of without a mask over the past X number of days. All of that is stored in the cloud for us to use for reference and use for audit purposes. So that gives us the ability to then use our app to direct all the people that the person that was positive was in contact with, let them go get tested, come back with a negative test before they returned to the office. So basically what we've done is we've created all kinds of technology using automation and AI and facial recognition to bring more safety and more security to the workplace, whatever that workplace might be. Whether again, school, university, manufacturing facility, or a hotel. >> Really interesting topic. Tracking and tracing, so critically important. We've seen in many countries around the world, that's really helped them get their arms around and control that. We talked at the top of the interview about digital means leveraging the data. And if I don't have the data, I can't respond to what's happening there. Here in the US, I haven't heard as much about the tracking and tracing. Is this a company by company thing? Do they have the expense all on them to do it? And of course it raises the concerns about, well, I'm concerned about my privacy and that balance between the public interest and my right to privacy. How do you help your customers sort through some of those issues? >> Well, privacy is definitely a big issue. And you notice that when I was explaining that I said in pre-arrival, you opt in. So the way we've approached it is, it is an opt in. So those that don't want to opt in to that kind of tracking and tracing, won't be those that will be allowed to come back to the office. And that goes back to your other point, I've worked from anywhere. Many of those people can still successfully work from anywhere. But those that feel like they're more effective, more successful or have a need to be in an office, or a need to be physically again in a manufacturing facility or a hotel, we have a way to do that safely. >> All right, well, Eric one of the things I love about research events lately like yours, is a little peek into what's coming on down the road. So, any other things you'd like to share about? You know, some of the things that are exciting you, some things we should be looking at a little bit further down the road? >> Well, I think, you know, for us as you know, we spend a significant amount of money each year on research, and we really get excited about these opportunities and these showcases. So you'll see a lot of exciting information and a lot of what's coming in the future. (indistinct) out of it right now obviously because of the time you'll see themes of safety and security, but you're also going to see just a whole lot of really thought provoking, forward thinking technology. >> You always take the opportunity, even when they're crisis out there. There's the opportunity for innovation and acceleration of what's happening. >> Yes. Eric, thanks so much, a pleasure talking with you and definitely looking forward to hearing more from the event. >> Great, thank you, enjoyed it. >> And stick with us for more coverage from Upgrade 2020, I'm Stu Miniman, thanks as always for watching the Cube. (upbeat music)

>> From around the globe, it's "theCUBE" with coverage of SUSECON Digital. Brought to you by SUSE. >> Welcome back, I'm Stu Miniman and this is CUBE's coverage of SUSECON Digital '20. Happy to welcome back to the program one of our CUBE alumni, Alan Clark, he is in the CTO office of SUSE. He works on emerging technologies and open source. Sits on many of the boards for many of those open source organizations. Alan, nice to chat with you. Thanks so much for joining us. >> Thanks for the invitation. I appreciate the opportunity. It's always fun to chat with you, Stu. >> All right, so Alan, you know, open source of course, you know, had a broad impact on the industry. Lots of talk. You know, we talk about soft breeding the world, the impact of open source. Haas on software. Give us, you know, start us a little bit kind of the state of the state as to what you're seeing broadly when it comes to. >> You know, I'm just, I keep, I enjoy this industry, 'cause it's just booming. I got into open source a long time ago, before my hair was gray, and I just can't, it just continues to surprise me and amaze me at how much it's grown. And even from, not just as projects, right? Those continue to exponentially grow, but think about the adoption, right? And from SUSE's perspective, we've got critical mission infrastructure running on open source and that is just totally amazing, right? And they've got aerospace manufacturing firms, Fortune 100s, Fortune 500s, Fortune 50s, the world's largest banks, four or five of the world's largest banks are running on SUSE Linux, right? Automotive vendors, 12 of the 15 largest automotive vendors are running on open source, running on SUSE Linux, and 10 of the largest telecommunications firms are running on SUSE, and it just goes to show that open source is really growing and is being adopted and used by critical infrastructure for the world. Particularly in these troubling days, right? >> Yeah, I mean, Alan, I've always loved diggin' into the data, you know? I haven't followed it for quite as long as you, but I've been involved for comin' up on 20 years now, and you think back 15 or 20 years it was somebody in the back room contributing some code in their spare time when they have it. When I look at the state of open source today, you mentioned lots of enterprises are using it, but lots of enterprises are contributing to it, and it's not necessarily somebody in their spare time doing it, but more and more it part of my job is leveraging and contributing back, upsource to what's happening there, so how are you seeing that? How does that impact the overall governance of open source? >> So, that's a very good question, 'cause the amount of change is huge, right? So these open source foundations have grown very large and the number of people that are contributing to them, not just in code, but in ideas, in best practices and so forth has exponentially grown, and it's amazing to see that. Plus, I guess the other part of it that I really enjoy is it's gone global, right? It used to be these projects were kind of regional, and perhaps North America to Europe, but it's, they've gone global, so these larger projects'll have 170, 180 countries that are involved. That's truly amazing. And the thing that I find very interesting, particularly given the pandemic era, we're all sitting at our homes right now. As open source developers, we're very used to this environment. We're working from home. We're scattered around the globe. We're used to working in different time zones, different geographies, and we know how to communicate and work together, so having this distance and lack of an office is actually not that much of an impediment for open source. So it's actually kind of to their advantage. >> Yeah, no, you're absolutely right. I'd done lots of interviews with developer communities and remote work is just the way they do things. Contributing code is very much an asynchronous nature of what they were doing. Alan, I love you talked about the global nature. One of the things, I was looking forward to being at this event in person was we were going to go to Dublin, you know, great city. (Alan laughs) Love to travel. When we cover a European show, it's always, "Okay, what is different "about different geographies "compared to North America?" You know, you talk about cloud adoption in general tends to be a little bit higher in North America. Any data or anecdotes that you have globally as to how open source is maybe a little bit different and culturally thought of from organizations that might be based in Europe, Asia, Latin America, or the like? >> Yeah, that's to me one of the strengths of these communities now is the difference in perspectives that you get from the different geographies, right? From Europe to Asia and so forth, and it sometimes surprises you, right? You get so used to a few vendors maybe dominating a certain area, and what you find out is they may be strong in a certain geography, but they're not globally. And as other developers and community members and users come in and start talking about their needs and their use cases, you find that their perspective is different than yours and it's kind of that "Ah ha" moment of "Oh, we need to make sure "the software works for everybody "and fits their need." And I guess the second part of that would be, you know, with this pandemic, it's causing the whole industry dynamics to change, and businesses are finding that they've got to rapidly adapt and change, and open source is one of the ways they're able to do that, right? Our customer sentiments are changing. Their purchasing habits are obviously changed. The way we shop, the way we do business, the way we're meeting people, right? We're all doing it digitally now. That's changing the services that companies need to deliver. And one of the powers of open source is being able to provide that to them and deliver those services very rapidly to them. And another dynamic here that I'm finding is interesting is customers, or consumers of open source, the businesses that are consuming open source are realizing that with these times, you know, you've got to have multiple sources for your supply chain. We have a lot more discussion about being nationalized instead of globalized, you know, when borders shut down and you can't get your supplies from another country, where are you going to get them, right? So those kinds of discussions change your source of supplies and so forth, so you have to diversify a little bit, and that's causing new types of services that are going to be created, needed. The beauty of open source, though, is it's global, and so I can get access to it whether I'm here in Salt Lake City or I'm sitting up in Dublin, wherever I'm at. And it's awesome. It's just amazing. >> Excellent, Alan. So, you know, you talked about some of the impact of what the global pandemic happening. They can leverage remote work. Open source is something that they can get ready access to. I'm curious if there's any other things in the community, you know, rallying points that you're seeing, any good stories or anecdotes that you might be able to share. >> So, I guess the other aspect of this I find extremely encouraging is, open source is amazing for individuals, not just businesses, right, to consume it, but me as an individual to learn new ideas, new technologies, try things out. And it's a great opportunity right now, particularly for home bound to go out and learn new ideas, learn about new concepts, new technologies, learn about Kubernetes, learn about containers, learn about rapid software development, right? And SUSE's actually caught onto this. This is one of the things I find really cool is they've got a couple things that are going on. First, they've created a sandbox out there where I, as an individual, for free can go out there and give rapid application development a try. It's being at home, often I don't have the full equipment that I would have at the office, right? So getting an environment set up, having the equipment and access that I need to get an environment set up to try something out, you know, like Kubernetes or application development. I may not have that at my home. So SUSE's set up some sandboxes out there where, as a developer, I can go out and give SUSE's application platform development a try. It's easy, it's all set up for me. I can go out there and I can play. Try out new concepts, see what Kubernetes is about, see what rapid development is about. And it minimizes my, you know, the task and the equipment that I need to be able to do that. The second part of that is they've opened up a lot of their online training courses for free for developers as well and operators. So it's a great time for, we're stuck at home, it's a great time to take advantage of these resources and learn more about open source. >> Great, yeah, absolutely. Alan, I spoke to your CEO, Melissa, and we talked about the importance of the developer communities. You mentioned the sandbox there. I'm curious, anything else you've seen, kind of the changing dynamic about how developers integrate with the business. One of the constant themes we talk about is IT isn't just something that's on the side, but is a clear partner with the business and often is a driver for the business, so the developers often need some education, they need communication. What do you see and how are the development communities changing? >> Oh, so I think a great part of this, this year is all the events that are going virtual. So we've got tons of resources available within these communities and through companies like SUSE, as we just talked about, and we also have these events that are going virtual, so all this content is now becoming readily accessible. I hear often from developers saying, "Well, my company doesn't give us much "for money for traveling to these events "and conferences and so forth." Now that they're all going virtual it's given 'em great access to amazing materials, and the beauty of these events is that a lot of the material is framed around helping you understand how to develop open source, how to become a part of the community, and then also about what this technology is about, where it's heading. So you, particularly as an IT organization, I get a great insight as to where the technology's going. What's the future look like? What are the ideas that are being formed by all these individuals from around the world? What's their perspectives? And then I can turn, and tying that to the business, is I can take that and take that to my business and say, "Look, here's where the technology is heading. "Here's how we can use it to enhance our business "and deliver better services to our customer." So it's a great opportunity this year. >> Yeah, you're right, Alan. There's often that gap between the people that can attend and what content is available to everyone else, and, you know, seems to be opening up. Everything from, you know, it funny, Disney is giving away the recipes for some of the things that they're doing through the conferences, typically free to attend and on demand soon after doing. All right, Alan, you're in the emerging technologies group. So, last thing I want to ask is give us a little bit look forward. What is your group looking at or the communities that you're involved in? What are some of the things that are exciting you and your peers? >> So, SUSE expanding from the edge to the cloud, to the core, right? And so we're covering things all the way from the gamut. Lot of new exciting stuff happening out on the edge with IoT and with edge services. Pretty excited about that area. SUSE's had a lot of experience in that space, particularly if you look at manufacturing providing, helping them, those businesses, the manufacturing firms meet their SLAs. Had a lot of experience in the retail space, around point of service. That, of course, is pivoting to self-service, to frictionless shopping, that types of stuff, so it's pretty exciting in those areas. So there's a lot going on in the edge. Healthcare, SUSE's been very involved, embedded in a lot of healthcare devices. That business will continue to grow, so we're seeing a lot about, on the edge. We talked a bit about rapid development. So back at the core and the cloud we're trying to make that a seamless experience so you can push those workloads, build those workloads in a containerized, micro-service manner, and distribute those pieces where it makes sense, right? So we talk about artificial intelligence gathering the data out on the edge, doing a bit of filtering and processing, moving that up to the core and the cloud, being able to mine that data, learn intelligently, then orchestrate your services, orchestrate your core appropriately, right? To meet those demands that your customers are putting on you. There's just a lot going on. We got containers. We've got hybrid cloud. We've got multicloud. We got intelligent orchestration. Then we could go on and talk a ton, we could talk for 30 minutes just about what's happening in the data space. So there's a lot to look forward to when it comes to open source and the innovation that's happening out there. >> All right, well, Alan Clark. Great to catch up with you. Thank you so much for giving us a little bit of vision. >> Thank you, Stu. >> Where we've been, and where we're going. >> Thank you very much. >> All right, I'm Stu Miniman and stay tuned for more coverage from SUSECON Digital '20. Thank you for watching "theCUBE." (calm electronic music)

>> from San Matteo. It's the Cube covering scaler. Innovation Day. Brought to You by Scaler >> Ron Jon Furry with the Cube. We're here for an innovation day at Scale ER's headquarters in San Mateo, California Profile in the hot startups, technology leaders and also value problems. Our next guest is Casey Clark, whose chief customer officer for scale of great to See You See >> you as well. >> Thanks for having us. >> Thanks for coming in. >> So what does it talk about the customer value proposition? Let's get right to it. Who are your customers? Who you guys targeting give some examples of what they're what they're doing with >> you. We sell primarily to engineering driven companies. So you know, the top dog is that the CTO you know, their pride born in the cloud or moving heavily towards the cloud they're using, you know, things like micro services communities may be starting to look at that server list. So really kind of forward thinking, engineering driven businesses or where we start with, you know, some of the companies that we work with, you know, CareerBuilder, scripts, networks, Discovery networks, a lot of kind of modern e commerce media B to B B to C types of sass businesses as well. >> I want it. I want to drill down that little bit later. But, you know, basically born the cloud that seems to be That's a big cloud. Native. Absolutely. All right, So you guys are startup. Siri's a funded, which is, you know, Silicon Valley terms. You guys were right out of the gate. Talk about the status of the product. Evolution of the value proposition stages. You guys are in market selling two customers actively. What's the status of the products? Where Where is it from a customer's standpoint? >> Sure, Yeah, we've got, you know, over 300 customers and so fairly mature in terms of, you know, product market status. We were very fortunate to land some very large customers that pushed us when we were, you know, seven. So on employees, maybe three or four years ago, and so that that four system mature very quickly. Large enterprises that had anyway, this one customers alando in Germany. They're one of the largest commerce businesses in Europe and they have 23 1,000 engineers. He's in the product on the way basis, and we landed them when it was seven employees, you know, three or four years ago. And so that four system insurance it was very easy for us to go to other enterprises and say, Yeah, we can work with you And here's the proof points on how we've helped >> this business >> mature, how they've improved kind of their their speed to truth there. Time to answer whenever they have issues. >> And so the so. The kind of back up the playbook was early on, when had seven folks and growing beta status was that kind of commercially available? When did it? When was the tipping point for commercially available wanted that >> that probably tipped. When I joined about a little under four years ago, I had to convince Steve that he was ready to sell this product, right, as you'd expect with a kind of technical founder. He never thought the product was ready to go, but already had maybe a dozen or so kind of friends and family customers on DH. So I kind of came in and went on my network and started trying to figure out who are the right fit for this. Andi, we immediately found Eun attraction, the product just stood up and we started pushing. And so >> and you guys were tracking some good talent. Just looking. Valley Tech leaders are joining you guys, which is great sign when you got talent coming in on the customer side. Lots changed in four years. I'll see the edge of the network on digital transformation has been a punchline been kind of a cliche, but now I think it's more real. As people see the power of scale to cloud on premises. Seeing hybrid multi cloud is being validated. What is the current customer profile when you look at pure cloud versus on premise, You guys seeing different traction points? Can you share a little bit of color on that? >> Yeah, So I talked a little bit about our ideal customer profile being, you know, if he's kind of four categories e commerce, media BTB, sas B to see sass. You know, most of these companies are running. Some production were close in the cloud and probably majority or in the cloud. When we started this thing and it was only eight of us and Jesus has your were never talked about. We're seeing significant traction with azure and then specific regions. Southeast Asia G C. P. Is very hot. Sourcing a high demand there and then with the proliferation of micro services communities has absolutely taken off. I mean, I'll raise my hand and say I wasn't sure if it was going to communities and bases two years ago. I was say, I think Mason's going to want to bet the company on. Thank God we didn't do that. We want with communities on DH, you know? So we're seeing a lot more of kind of these distributed workloads. Distributed team development. >> Yeah, that's got a lot of head room now. The Cube Khan was just last week, so it's interesting kind of growth of that whole. Yet service measures right around the corner. Yeah, Micro Service is going to >> be a >> serviceman or data. >> Yeah, for sure it's been, and that's one of the big problems that we run in with logs that people just say that they're too voluminous. It's either too hard to search through it. It's too expensive. We don't know what to deal with it. And so they're trying to find other ways to kind of get observe ability and so you see, kind of a growth of some of the metrics companies like data dog infrastructure monitoring, phenomenal infrastructure, modern company. You've got lots of tracing companies come out and and really, they're coming out because there's just so many logs that's either too expensive, too hard, too slow to search through all that data. That's where your answers live on DH there, just extracting, summarizing value to try to kind of minimize the amount of search. You have to >> talk about the competition because you mentioned a few of them splunk ce out there as well, and there public a couple years ago and this different price point they get that. But what's why can't they scale to the level of you guys have because and how do you compare to them? Because, I mean, I know that is getting larger, but what's different about you guys visited the competition? >> Absolutely. This is one of the reasons why I joined the company. What excites me the most is I got to go talk to engineers and I could just talk shop. I don't really talk about the business value quite as much. We get there at some point, obviously, but we made some very key decisions early on in the company's history. I mean, really, before the company started to kind of main back and architectural decisions. One we don't use elastics search losing any sort of Cuban indexing, which is what you know. Almost every single logging tool use is on the back end. Keyword indexes. Elastic search are great for human legible words. Relatively stale lists where you're not looking through, you know, infinite numbers of high carnality kind of machine data. So we made an optimized decision to use no sequel databases Proprietary column in our database. So that's one aspect of things. How we process in store. The data is highly efficient. The other pieces is worse, asked business, But we're true. SAS were true multi tenant. And so when you put a query into the scaler, every CP corn every server is executing on just that quarry is very similar way. Google Search works. So not only do we get better performance, we get better costume better scalability across all of our customers, >> and you guys do sail to engineering led buyer, and you mentioned that a lot of sass companies that are a lot of time trying to come in and sell that market bump into people who want to build their own. Yeah, I don't need your help. I think I might get fired or it might make me look good. That seems to be a go to market dynamic or and or consumption peace. What's your response to that? How does that does that fared for you guys? >> Engineers want to engineer whether it's the right thing or not, right? And so that is always hard. And I can't come in and tell your baby's ugly right because your baby is beautiful in your eyes and so that is a hard conversation have. But that's why I kind of go back to what I was saying. If we just talk shop, we talk about, you know, the the engineering decisions around, you know, is that the right database? Is this the right architecture? And they think that they started nodding and nodding, nodding, And then we say, And the values are going to be X y and Z cost performance scale ability on dso when you kind of get them to understand that like Elastics, which is great for a lot of things. Product search Web search. Phenomenal, but log management, high card. Now that machine did. It's not what it's designed for. Okay. Okay, okay. And then we start to get them to come around and say, Not only can you reallocate I mean, we talked about how getting talent is. It's hard. Well, let's put them back on mission critical business, You know, ensuring objectives. And we get, you know, service that this is all we do. Like you gonna have a couple people in there part time managing a long service. This is all we do. And so you get things like like tracing that were rolling out this quarter, you know, better cost optimization, better scalability. Things you would never get with an >> open. So the initial reaction might be to go in and sell on hey, cheaper solution. And is an economic buyer. Not really for these kinds of products, because you're dealing with engineers. Yeah. They want to talk shop first. That seems to be the playbook. >> Are artists is getting that first meeting and the 1st 1 is hard because that, you know, they're busy. Everybody's busy, They just wave you off. They ignore the email, the calls in and we get that. But once we get in, we have kind of this consultation, you know, conversation around. Why, why we made these technology decisions. They get it. >> Let's do a first meeting right now. People watching this video, What's the architectural advantages? Let's talk shop. Yeah, why, you guys? >> Yeah, absolutely so kind of too technical differentiators. And then three sort of benefits that come from those two technical choices. One is what I mentioned this proprietary, you know, columnar. No sequel database specifically designed for kind of high card in ality machine, right? There is no indexes that need to be backed up or tuned. You know, it's it's It's a massively parallel grab t its simplest form. So one pieces that database. The other piece is that architecture where we get, you know, one performance benefits of throwing every CP corn every several unjust trickery. Very someone way. Google Search works If I go say, How do I make a pizza and Google? It's not like it goes like Casey server in a data center in Alaska and runs for a bit. They're throwing a tonic and pure power every query. So there's the performance piece. There is the scale, ability piece. We have one huge massive pool of shared compute resource is And so you're logged, William. Khun, Spike. But relative to the capacity we have, it means nothing. Right? But all these other services, they're single tenant, you know, hosted services. You know, there's a capacity limit. And you a single customer. If you're going, you know, doubles. Well, it wasn't designed to handle that log falling, doubling. And then, you know, the last piece is the cost. There is a huge economies of scale shared services. We we run the system at a significantly lower cost than what anybody else can. And so you get, you know, cost, benefits, performance by defense and scale, ability >> and the life of the engineer. The buyer here. What if some of the day in the life use case pain in the butt so they have a mean its challenges. There's a dead Bob's is basically usually the people who do Dev ups are pretty hard core, and they they love it and they tend to love the engineering side of it. But what of the hassles with them? >> Yeah, Yeah, >> but you saw >> So you know, kind of going back to what we're all about were all about speed to truth, right? In kind of a modern environment where you're deploying everyday multiple times per day. Ah, lot of times there's no que es your point directly to the production, right? And you're kind of but is on the line. When that code goes live, you need to be able to kind of get speed to truth as quickly as possible, right? You need to be able to identify one of problem went wrong when something went wrong immediately, and they needed to be able to come up with a resolution. Right? There's always two things that we always talk about. Meantime, to restore it meantime, to resolution right there is. You know, maybe the saris are responsible for me. Time to restore. So they're in scaler. They get alert there, immediately diving through the logs to regret. Okay, it's this service. Either we need to restart it. Or how do we kind of just put a Band Aid on top? It's to make sure customers don't see it right. And then it gets kicked over to developer who wrote the code and say, Okay, now. Meantime, the resolution, How long until we figure out what went wrong and how do we fix it to make sure it doesn't happen again? And that's where we help. >> You know, It's interesting case he mentioned the resolution piece. A lot of engineers that become operationalized prove your service, not operations. People just being called Deb ops is that they have to actually do this as an SL a basis when they do a lot of AP AP and only gets more complicated with service meshes right now with these micro services framework, because now you have service is being stood up and torn down and literally, without it, human intervention. So this notion of having a path of validation working with other services could be a pain in the butt time. >> Yeah, I mean, it's very difficult. We've, you know, with some of the large organizations we work with you worked with. They've tried to build their own service, mashes and they, you know, got into a massive conference room and try to write out a letter from services that are out there in the realities they can't figure out. There's no good way for them to map out like, who talks toe what? When and know each little service knows, like Okay, well, here's the downstream effects, and they kind of know what's next to them. They know their Jason sees, but they don't really know much further than that on the nice thing about, you know, logs and all kind of the voluminous data that is in there, which makes it very difficult to manage. But the answers are are in there, right? And so we provide a lot of value by giving you one place to look through all of >> that cube con. This has been a big topic because a lot of times just to be more hard core is that there could be downtime on the services They don't even know about >> it. Yeah. Yeah, That's exactly >> what discovering and visualizing that are surfacing is huge. Okay, what's the one thing that people should know about scaler that haven't talked you guys or know about? You guys should know about you guys Consider. >> Yeah. I mean, I think the reality is everybody's trying to move as quickly as possible. And there is a better way, you know, observe, ability, telemetry, monitoring, whatever you call your team Is court of the business right? Its core to moving faster, its core to providing a better user experience. And we have, you know, spent a significant amount of time building. You need technology to support your business is growth. Andi, I think you know you can look at the benefits I've talked about them cost performance, scalability. Right? But these airline well, with whatever you're looking at it, it's PML. If it's, you know, service up time. That's exactly what we provide. Is is a tool to help you give a better experience to your own customers. >> Casey. Thanks for spend the time. Is sharing that insight? Of course. We'd love speed the truth. It's our model to Cuba. Go to the events and try to get the data out there. We're here. The innovation dates scales Headquarters. I'm John for you. Thanks for watching

>> from our studios in the heart of Silicon Valley, Palo Alto, California It is a cute conversation. >> Hi, I'm Peter. Boris, And welcome to another cube conversation from our wonderful studios and beautiful Paolo Alto, California. One of the biggest challenge that every enterprises faces how to attend to the volumes of data that are being generated by applications. But more importantly, that the business is now requiring because they want to find new derivative sources of value in their digital business. Transformations is gonna require a significant retooling and rethinking of how we used eight is an asset. And the directions that infrastructure, data management and business are gonna move together over the course of next few years. Now, have that conversation. Got a couple of great guests here. Josie Swoop is a VP of marketing veritas. Welcome to Cuba or back to the Cube. Yeah, thanks. Peter and Rick Clark is a CEO of opt are welcome. Thank you for the first time. >> Great to be here, >> So let me start here. Joey, why don't we start with you? Give us a quick update on Veritas and where your customers are indicating the direction needs to go. >> We've just had, ah, record breaking financial year for us, which ended in end of March. So since divestiture from semantic, as you know better, Toss has been through a transformation and then on a path to growth. So our core businesses are humming with just like I said, the second half of the year specifically was great for us. What we're hearing from customers, Peter, is that they want to elevate their their business problems away from infrastructure to business outcomes. That what they ask veritas to do is, can you abstract away some of those infrastructure plumbing problems, storage, security, data protection and focus on what the applications can give us. That's number one. Number two is Can we standardize? I mean, the example of Southwest comes to mind, right? They have the same plane so they can reroute those planes anytime they have the same pilots flying those planes so they can to standardize. So they collapsed better. And then, lastly, to your point value of data over volume. Everybody talks about the volume. What about the value of data? What is veritas do for for me? Mr. You know God's a customer in our tax extract value of that data, which is growing day by day. >> Well, one of the most interesting things about this challenge of businesses faces they try to attend to these things is that data is often characterizes the new oil. And we we push back against that Because >> data is a new kind of asset, it's an asset that's easily copied. It's an asset that's easily shared. You can easily integrate it. You can apply it to multiple uses with zero loss of fidelity and what it does currently. And so the whole notion of creating new options in the value of data's intrinsic to the questions of digital business. So that suggests that we need to start thinking Maur about data protection, not just from the standpoint of protecting data once it's been created and is sitting there so we can recover it. But new types of utilization, new ways of thinking about data data as it's going to be used, understanding more about dating, protecting that Rick, would you kind of Does that resonate? >> Yeah, absolutely. You know, one of the things that we've sort of seed in the marketplace is certainly over the last 10 years, the Data Sena has become so complex. This is massive fragmentation of data across highly virtualized infrastructures. And then, when public clouds came along, customers didn't really know what workloads they should move up into those clouds. And so what we saw is a huge problem. Is areas of cost and efficiencies, massive problems of risk and then obviously the amount of money that cos of spending on compliance. And so what we were really focusing on is the gaps. What do you not know about? And so we would really >> about your data >> about your data. Exactly. So we really measure the hot beat off the data protection environment, and from that we could actually see where are you? Risk where your exposure, where you're spending too much money, >> Where's your opportunities? Seize your opportunities. So we've got a notion of the the solution that folks are looking for, something that provides greater visibility into their end and data from a risk exposure opportunity. New sources of utilization standpoint talk a bit about how >> at four >> rounds out the veritas portfolio as it pertains of these things that you're seeing customers asked for taking data closer to outcomes and away from the device orientation? >> Absolutely. So Vatos has always been known to be a leader and data protection. We've done that for over 20 years. We also were the first pioneers in software defined storage. And we're number one in market share, according to I. D. C and Gardner as well. Ah, but again to my earlier point, customers have been asking. So what? We've done the plumbing really well and you've scaled. How do you take this to the next level? Extract value from all that data you're sitting on top of that you're protecting. And that's where apt are comes into the picture. We've built some tools natively within veritas of the last three or four years where we try to go and classify the data on in jest, identify things like P I information sensitive data, rock data, redundant, obsolete, trivial data that we can delete. There was a customer who recently deleted 30,000,000 files, just press the delete button and this isn't a highly regulated environment, >> but they were still pretty darn eggs. >> They definitely where but we were able to give them that visualization and information that they required. Now the question those customers are asking us or we're asking us. Before avatar came into the picture was at the infrastructure level. How do I know how much I'm spending on my data protection environments? Do I know where the growth ISS is it all in the traditional workloads of oracle ASAP, Or is it in virtual or is it in the cloud? Right. Am I putting too much data on tape? Is it costing me enough? Can extract the value from that data. So they were asking us infrastructure visualization and i D analytics. Questions which only apt are could answer. And we have some joint customers they were actually using. Apt are already not just with to monitor the vatos ecosystem, but even some of our competitors and the broader i t ecosystem on a single planet class. And that's where I think after really shines is is the agnostic approach they take beyond just veritas are beyond just another storage vendor. >> Well, so way certainly subscribed to this notion that data protection is going to It's gonna be extended, but it's gonna become a strategic digital business capability that does have to be re funk around the concept of data value and sounds like that's the direction you're taking, and you guys have clearly seen that as well. But obviously some of your customers have seen it. So talk to us a little bit about how customers helped you two guys together. >> Yeah, that's a great question. Was interesting. Actually. We had some of the largest companies in the globe actually using ourself with many of the fortune Tien using up self with J. P. Morgan Chase quote calm Western digital. And they came to us with these very precise problems around, you know, howto optimize my risk within the environment, had a streamline, obviously the costs and compliance. And we found that they were very common questions. And so we actually created this agnostic intelligence built into the software a rules engine that would have to correlate data from all of these disparate data sources. Whether Tom primer on the cloud tying that together would provide impactful insights to our customers that could sold real world problems. And we'll do it with kind of what we call the easy button. One of the big problems with a lot of software products out there today. Is there a point solutions to manage pots of the infrastructure companies wanted a single pane of glass where I could see everything across all of my storage. All of my data protection on prim and cloud. And that's really what we bring to the table, that single paying the class. And we do it very simply at scale for the largest customers. And that's in many ways was the synergy, obviously, with a partnership with Veritas. >> So give us some sense of how how customers will see the benefits of this from a rollout standpoint over the next 6 to 18. >> Right? So Step One in this journey for us is to ensure there are customers. Understand that we're going to continue to have that open an agnostic approach Apt are suddenly is not gonna become proprietary batter toss product. It's going to continue on its on its mission to be agnostic across various storage data protection and cloud environments. That's number one. Number two is we're gonna bring the the artificial intelligence and machine learning capabilities that we have in house with Veritas combined that with some of the things that Rick just docked, abide with the capabilities adapt our has combine, it's our customers can gain. I know add value. The one plus one equals three approach there as well. So those air, like the two key pillars for us going forward and eventually will extend apt are to an end to in Data Analytics platform not just I d analytics, where we're looking at infrastructure, but an end to end data. Plus I t analytics platform that spans Veritas is will Is the broader a IittIe ecosystem? >> Well, so it's good to hear that you're gonna let apt are continue to focus on data value as opposed to veritas value. Right talk. Talk to me a little bit. About what Does that analytics piece really mean? Howard Customers going to use it? How are they using it today? How are they gonna >> let me carry that? Said is roughly 30,000 unique metrics that we actually gather across the whole I t infrastructure and we'll look at a classic use cases. One of exposure. What? A lot of companies been enormous amount of money on the data protection infrastructure. The using disparity, tools and technologies they don't always go with. One platform like net backup is an example, right? And so with that, come challenges because there's gonna be gaps they might be backing up a Windows server where they're the backup policy says they're just backing up. The C drive will interrogate VM, where all the hyper visor will look at the network and see that there's a D Dr attached to that volume as well. And there's no backup data protection policy. So enormous amount of exposure if they tried to do a restore, obviously, from the d Dr where there's no protection, right from a cost perspective, there's an enormous amount of white space problem in the storage industry. More and more companies are moving from spinning distal flash arrays. A lot of companies is struggling with How do I protect those old flash A raise the using snapshots that using cloud they're tearing to the cloud the using different backup products. Obviously, we'd prefer that they used their backup, but with our software, we can provide that that inside across the entire data protection framework and storage and show you where is your risk? Where is your inefficiency, where you double protecting things into spending too much, much money? This whole notion of data protection is transaction. A lot of people do what's called distant, distant eight still being voted off site. How do you know that all those transactions are successful? How do you know you can restore based on those s L A's and tying that into you? See, M d B. That's what appetite does. >> So I'ma throw a little bit of a curveball here. So having worked within 90 worked with N i t organizations, it can be I ke historically can has been rolled to the compartmentalizing segment you administrated for servers in Australia for storage of people who are administrating applications and and subsystems. And the cloud is munge ing a fair amount of that together. But one of the places that has always required coordination, collaboration and even more important practice has been in the area of restore firms were shops that did not practice how they would restore, you know, hopefully they never had a problem. But if they did have a problem, if they hadn't practiced that process, they would likely we're not gonna be successful in bringing the business up. Gets even more important digital business. Can you give us a little bit of visibility into how this combination taking the metadata, the metrics of visibility. Taking the high quality service is bringing them together is going to streamline, restore within their prices. >> So first, let me address the first point you made, which is what I call the rise of the versatile is too right. So there are no more specialists in certain jobs. The versatile listen, the cloud or in virtual tend to do three or four jobs when there's back up our story virtualization itself on DDE. What the's Verceles want is to explain an easy barton to restore their VM environment or their big data. And my mother there Hadoop environment. They're not really worried. As a central I t. Team that Hey, what am I going to do with the entire data estate? How did I restore that? So that's the first step. Second step, as the world of I t gets more more complicated on the rise of the worst list continues to happen. Thes folks want to be able to have a resiliency plan. They want to be able to rehearse these restores right, and if they don't have a resiliency plan built in if the data protection is so siloed and does not help them build a resiliency plan. And to end that restore is not gonna be successful. Likely? Right. And that's where Veritas and companies like Veritas come in to help them build those resiliency plans and to end. >> But let me take you back to so the financial industry, for example, there are rules about how fast you you have to be able to restore. I gotta believe that visibility into data that is a value level can help set priorities. Because sometimes you want to bring up this application of this class of applications of this class of users of functions before you bring up those so does does apt are apt are going to provide even greater clarity in the crucial restore >> at 70. One of the biggest challenges for >> a lot of companies with restores is actually finding the data. We had a classic use case with a large Fortune 10 company where they had a bunch of service that were being backed up. There were bolted off the tape, and then it was obviously a different backup product they were using. The actually lost the catalog. The data was still there on tape. They had millions of tapes in the vaults, and they used apt title, identify the barcodes and recover that data literally within a matter of hours. And so not only can we find you your freshest copy the most recent copy, if that's what you want, but we can find where is your data? Because in a lot of cases there's multiple replications, multiple copies of the data across all sorts of assets within your >> infrastructure. Interesting. So last thoughts. When we have you back in the Cube in a year, Where you guys going? Big? >> Hey, listen, the two things that I talked about we're going to continue to expand the support of the ecosystem. The world of I t. Whether it's on Prem virtual or in the cloud with Apt are we? We're going to continue to invest in the artificial Intelligence and ML capabilities are not just apt are but all of that tosses ecosystem and you'll see amore integrated approach on the platform based approach on standardization When we come here >> next, guys, thank you so much. Great conversation. Thanks for being here in the Cube to talk about this important relation between data tooling and sources of business value. Rick Clark is the vice president of the outdoor business unit. Used to be the CEO of actor, but now the vice president. The outdoor business unit Veritas. Josie Stroop is vice president of marketing of Veritas. Once again, guys, thanks very much for being here. Thank you so much for having us. And once again, I'm Peter Burgers. You've been listening to another cube conversation until next time.

>> Live from Las Vegas, it's theCUBE, covering AWS re:Invent 2018. Brought to you by Amazon Web Services, Intel and their ecosystem partners. >> Welcome back. Here live on theCUBE, which we continue our day one coverage of AWS re:Invent, along Lauren Cooney. I'm John Walls and 40,000 of our best friends. >> Closest friends. >> That's right. It's a great venue. The Sands is. We're joined now by Tyson Clark. He's the technical director of Air Bud Entertainment. Tyson, thanks for joining us here on theCUBE. >> Thank you for having me. >> First off, let's talk about Air Bud. I mean so, you guys made Air Bud, right? >> We did. >> And you have other projects going as well? >> Yep. Right now we're working on a TV series for Disney. It's going to be about 22 episodes teaching how puppies become puppies while their owners are at school. >> How puppies become puppies? >> How puppies become puppies! >> Coming to a theater, maybe a TV channel near you? >> Disney Streaming. >> Disney Streaming? Good enough, fair enough. >> Aw, very cool. >> Alright tell us about technical director. So, you're the IT guy. >> I am the IT guy. >> You're handling a multitude of problems from a lot of different stakeholders. Tell us about it. >> So I do everything from password reset and the easy stuff all the way up to the most complicated, setting up our whole network, rendered farms, et cetera. >> So you're doing full stack IT? >> I'm doing absolutely everything. Full stack, everything. >> That's pretty impressive. >> A rare breed. >> It is. It's definitely a hand full. >> What do you work on that I would say, we've been talking to folks, like Cohesity and things along those lines. Do you use Cohesity? What are some of the things that you do with them? >> I definitely use Cohesity for our backups. They are a lifesaver. Tape backup just wasn't cutting it for us. We were generating way too much data to be able back it up to tape. Cohesity has allowed us to backup to that and pass it off to the cloud for archival. >> Well, wow. >> Sp what, in terms of the entertainment company, you talk about the data that their generating. >> Yes. >> I mean what are they trying to keep track of? What are you trying to do for them in that respect that hasn't been done before? >> So what we're doing is when we film something, we don't want to get rid of those assets. They're pretty expensive to make. So, we got to hold on to them. We got to make sure they're all recorded. We pass it off to the cloud for archival and then, next movie, say we need a dog from that movie, or an object we built. We can always bring it back and then reuse it. >> From a security standpoint, because there have been some instances-- >> Some pretty bad ones, yep. >> Where's that fit on your pyramid of concern? >> That's extremely high. In the media entertainment business it's very strict on what security rules are. We're right up there. It's pretty much number one. >> Great, so what do you hear? What's interesting for you here at AWS re:Invent? >> Pardon me? >> What is interesting for you here at AWS re:Invent? What are the things that you see as exciting and that you really want to put your hands on? >> Well, what I'm really interested in right is being able to burst in the cloud. So I'm trying to find a solution that will let me scale out my render farm on demand, instantly, pretty much. So, going up to, who knows how many cores. Just to get that render through so we can get our shots done in time. >> Great, anyone that you're looking at here? >> Not yet. Still trying to look around and find someone. >> Very cool. >> A lot of good contenders. >> So what is it in terms of how your job has evolved? If you had to cite, these are probably two or three of maybe the larger concerns that we've had that are being addressed now and fast forward that to next step, next iteration about what kind of, if there's anything that keeps you up at night, what that is? >> Well, what keeps me up at night right now is switching to 4K. A lot of people think you just flip the switch, it's easy, but that means we have four times the amount of data. It takes twice as long to render. It takes four times longer to move things around. It just, it's insane. >> So you're really excited about 5G? >> 5G will help, but right now we're looking at quadrupling pretty much all our storage. It's going to be a very exciting time and a very scary time for us. >> Who are you stakeholders, internally, and how do you handle them? Because I assume that its a dispersate group. You've got a lot of different people with a lot of different priorities, and because you're wearing that IT hat, you're the guy. You're the department that everybody's coming to for answers. >> The biggest person I deal with, personally is the CFO. The other one is the CEO, and they're both worried because I'm telling them I need to buy $5 million worth of infrastructure. The only way I can justify that is showing them. Hey look, it's working better than it was ever before. It's a better product every day. >> Yeah and we're seeing that more and more across the board with IT really having to be the partner of the CFO to actually get the budget to do what you want to do. I think that's pretty consistent for organizations that want to move forward. >> And the budgets are just getting bigger and bigger unfortunately. >> Do you find that rationalizing becomes, is a more critical factor now? >> Absolutely. Before you could get away with a lot smaller, like 10 terabytes was great. Now we're looking at petabytes. It's definitely, rationalizing is needed a lot more now. >> Is there anybody beyond the CFO? I would assume. You're got a lot of people knocking, or CFO, a lot of people knocking on your door. Hey Tyson. I need this, I need this. >> The CFO and the CEO are two best friends, and they're both the top dogs. They're the ones kind of running the whole show there. I'm pretty lucky in that aspect. >> What are you going to do to help solve their problems? Say in the coming year, if you had to say, okay this is going to be a bottleneck. This is going to be a problem. This is how I'm going to address it. What would that be for you in 2019? >> The biggest bottleneck, like I said, is just going to be data. We've got to get four time more or our Isilon. We've got to get four time more of our Qumulo. We've also have to get four times more of our Cohesity, and that's the main part. If we don't have that cohesity, we're done. >> Well I can solve a problem for you for next year. If you're looking for another dog, Lauren's got this gorgeous mix of dane lab. About 120 pounder. >> His name is Milo. He'd be perfect for a film. >> Milo, all right. >> Perfect. >> Just let us know if you need help next year. >> Absolutely. As long as that dog loves treats. >> I'm sure that's not a problem. Tyson, thanks for being with us. >> Thank you so much. >> Thank you so much. >> We'll continue our coverage here, live on theCUBE. We're at AWS re:Invent in Las Vegas. (upbeat music)

>> Live from Las Vegas, it's theCUBE, covering AWS re:Invent 2018. Brought to you by Amazon Web Services, Intel and their ecosystem partners. >> Welcome back. Here live on theCUBE, which we continue our day one coverage of AWS re:Invent, along Lauren Cooney. I'm John Walls and 40,000 of our best friends. >> Closest friends. >> That's right. It's a great venue. The Sands is. We're joined now by Tyson Clark. He's the technical director of Air Bud Entertainment. Tyson, thanks for joining us here on theCUBE. >> Thank you for having me. >> First off, let's talk about Air Bud. I mean so, you guys made Air Bud, right? >> We did. >> And you have other projects going as well? >> Yep. Right now we're working on a TV series for Disney. It's going to be about 22 episodes teaching how puppies become puppies while their owners are at school. >> How puppies become puppies? >> How puppies become puppies! >> Coming to a theater, maybe a TV channel near you? >> Disney Streaming. >> Disney Streaming? Good enough, fair enough. >> Aw, very cool. >> Alright tell us about technical director. So, you're the IT guy. >> I am the IT guy. >> You're handling a multitude of problems from a lot of different stakeholders. Tell us about it. >> So I do everything from password reset and the easy stuff all the way up to the most complicated, setting up our whole network, rendered farms, et cetera. >> So you're doing full stack IT? >> I'm doing absolutely everything. Full stack, everything. >> That's pretty impressive. >> A rare breed. >> It is. It's definitely a hand full. >> What do you work on that I would say, we've been talking to folks, like Cohesity and things along those lines. Do you use Cohesity? What are some of the things that you do with them? >> I definitely use Cohesity for our backups. They are a lifesaver. Tape backup just wasn't cutting it for us. We were generating way too much data to be able back it up to tape. Cohesity has allowed us to backup to that and pass it off to the cloud for archival. >> Well, wow. >> Sp what, in terms of the entertainment company, you talk about the data that their generating. >> Yes. >> I mean what are they trying to keep track of? What are you trying to do for them in that respect that hasn't been done before? >> So what we're doing is when we film something, we don't want to get rid of those assets. They're pretty expensive to make. So, we got to hold on to them. We got to make sure they're all recorded. We pass it off to the cloud for archival and then, next movie, say we need a dog from that movie, or an object we built. We can always bring it back and then reuse it. >> From a security standpoint, because there have been some instances-- >> Some pretty bad ones, yep. >> Where's that fit on your pyramid of concern? >> That's extremely high. In the media entertainment business it's very strict on what security rules are. We're right up there. It's pretty much number one. >> Great, so what do you hear? What's interesting for you here at AWS re:Invent? >> Pardon me? >> What is interesting for you here at AWS re:Invent? What are the things that you see as exciting and that you really want to put your hands on? >> Well, what I'm really interested in right is being able to burst in the cloud. So I'm trying to find a solution that will let me scale out my render farm on demand, instantly, pretty much. So, going up to, who knows how many cores. Just to get that render through so we can get our shots done in time. >> Great, anyone that you're looking at here? >> Not yet. Still trying to look around and find someone. >> Very cool. >> A lot of good contenders. >> So what is it in terms of how your job has evolved? If you had to cite, these are probably two or three of maybe the larger concerns that we've had that are being addressed now and fast forward that to next step, next iteration about what kind of, if there's anything that keeps you up at night, what that is? >> Well, what keeps me up at night right now is switching to 4K. A lot of people think you just flip the switch, it's easy, but that means we have four times the amount of data. It takes twice as long to render. It takes four times longer to move things around. It just, it's insane. >> So you're really excited about 5G? >> 5G will help, but right now we're looking at quadrupling pretty much all our storage. It's going to be a very exciting time and a very scary time for us. >> Who are you stakeholders, internally, and how do you handle them? Because I assume that its a dispersate group. You've got a lot of different people with a lot of different priorities, and because you're wearing that IT hat, you're the guy. You're the department that everybody's coming to for answers. >> The biggest person I deal with, personally is the CFO. The other one is the CEO, and they're both worried because I'm telling them I need to buy $5 million worth of infrastructure. The only way I can justify that is showing them. Hey look, it's working better than it was ever before. It's a better product every day. >> Yeah and we're seeing that more and more across the board with IT really having to be the partner of the CFO to actually get the budget to do what you want to do. I think that's pretty consistent for organizations that want to move forward. >> And the budgets are just getting bigger and bigger unfortunately. >> Do you find that rationalizing becomes, is a more critical factor now? >> Absolutely. Before you could get away with a lot smaller, like 10 terabytes was great. Now we're looking at petabytes. It's definitely, rationalizing is needed a lot more now. >> Is there anybody beyond the CFO? I would assume. You're got a lot of people knocking, or CFO, a lot of people knocking on your door. Hey Tyson. I need this, I need this. >> The CFO and the CEO are two best friends, and they're both the top dogs. They're the ones kind of running the whole show there. I'm pretty lucky in that aspect. >> What are you going to do to help solve their problems? Say in the coming year, if you had to say, okay this is going to be a bottleneck. This is going to be a problem. This is how I'm going to address it. What would that be for you in 2019? >> The biggest bottleneck, like I said, is just going to be data. We've got to get four time more or our Isilon. We've got to get four time more of our Qumulo. We've also have to get four times more of our Cohesity, and that's the main part. If we don't have that cohesity, we're done. >> Well I can solve a problem for you for next year. If you're looking for another dog, Lauren's got this gorgeous mix of dane lab. About 120 pounder. >> His name is Milo. He'd be perfect for a film. >> Milo, all right. >> Perfect. >> Just let us know if you need help next year. >> Absolutely. As long as that dog loves treats. >> I'm sure that's not a problem. Tyson, thanks for being with us. >> Thank you so much. >> Thank you so much. >> We'll continue our coverage here, live on theCUBE. We're at AWS re:Invent in Las Vegas. (upbeat music)

>> Live from Washington D.C., it's theCUBE covering Inforum DC 2018. Brought to you by Infor. >> Welcome back to Washington D.C., we are live here at theCUBE at Inforum '18. I'm John Walls along with Dave Vallante and it's a pleasure now to welcome to the show from Capgemini couple of folks, Rachel Myers, who's Director of Alliances at Capgemini. (laughing) And John Clark, who's the VP of info-practice at Capgemini and Dave put your phone away, would you please. >> We're off to a good start. >> We are. (laughing) >> Who are you guys again? >> I think it was givin' him directions for dinner tonight. I think what you're doing. It's down at K Street take a right. >> Don't drive scooters without a helmet. >> That's right. Inside story. Rachel and John, thanks for being with us. We appreciate the time here. >> Thanks for having us. >> Let's talk about the partnership with Infor. Where it's coming from. What you are adding to that. How you view it and what you're gettin' out of it. And John, if you would? >> Yeah absolutely. First, hello from D.C., he said. The relationship that Capgemini has had with Infor goes back over 20 years. But we formalized it really two years ago and had a strategic partnership defined around several of the products that Infor has with a big focus on digital and cloud. So Capgemini sees that Infor is really leading the charge in a lot of native cloud products out there and we know that, that is certainly something our clients are looking for. So formalized relationship and extremely excited to be lead partners and sponsors here at Inforum. >> And so Rachel, where do you come into play here then as far as Director of Alliances goes? I think the job title probably speaks for itself, but in terms of how the Infor relationship works and where it comes in to your portfolio onto your plate, how does that work? >> So I manage the relationship with Infor as our customers are looking at cloud and all the options out there. I manage the relationship into Infor bringing the right folks to bear to our customers and joining at the hip where we need to in support of our customers. >> Okay, so you mentioned John, that its been a 20 year relationship. So that means it goes back probably to the loss and software days, right? The whole early days of ERP. Now we come into the modern era, cloud. We're hearing all about AI. We're also hearing about, sort of, micro-verticals and industry expertise. >> Yes, yes. >> So square that circle for me because you guys have deep industry expertise. How do you mesh with Infor? >> Yeah great question. We absolutely, as you said, go to market from a sector perspective, so everything we do has some tent of an industry or a sector verticalisation and it matches exactly well with how Infor goes to market with last model functionality. So what we do for example, is look at where Infor and our sector team see gaps like on food processing companies and we'll build out that solution and take that to market. So really kind of extending the last malfunctionality with Infor and having Capgemini's solutions as well. >> So does that functionality ultimately make it back into Infor code or not necessarily? >> Not necessarily. >> Okay, all right. So it's like last inch function-- >> Right exactly. That's a pretty good analogy for it. >> Okay so, well, it's always the hardest part, right? I mean you think of cable, you think of all the-- >> Telephone whatever. >> Sort of examples, right? So, you know the old story is if you're here and you want to get to the wall and you go half way, you never get there, right? >> Exactly. >> So that's kind of the process that you're in. There's always more to do, right? >> Right. >> Okay, so what's hot these days in your space? >> Well we're here at Inforum talking to customers and our partners about many things. But we actually are speaking about Industry 4.0 which is a big hot topic. Supply chain and EAM, Enterprise Asset Management. We have practices and expertise in all of those, so we can bring the best to our customers from a system integration partner capability which would be us along with Infor and the products that they bring to bear. >> So what's the 101 on 4.0? Presumably a lot of automation, more efficiency, driving business value. How would you describe Industry 4.0 Next Gen? >> It's the next evolution, I would say, to automation of processees. We're getting closer, I would think, and people are definitely piloting to get there, but building a road map and helping them really see the value is what we're trying to do with our customers these days and making it real and really producing some ROI beyond that with automation. >> So AI is a piece of that? How about, have you seen like blockchain hit yet? Or is that sort of on people's road maps? >> I think it's definitely a road map item. I think there's some experimentation, but what we're definitely seeing become real is robotics process automation, RPA. We're doin' a lot of that with our customers and taking it beyond experimentation to actual ROI. >> And the RPA is exploding. I was actually impressed and surprised to hear so much RPA talk this morning. I didn't realize that Infor had quasi out of the box capbilities there. So what are you seeing? A lot of, sort of back office functions getting automated, software robots getting trained to do mundane tasks? What's the experience there? >> I think as we are implementing ERPs like Infor's, there is a need to take processes that customers are doing today manual and automate those to see the extension and the ROI beyond just the ERP software. >> We do see a lot of it start in the back office, so a lot of finance and HR functions is kind of the first place that companies look for 'cause on thing that we do see on RPA projects is don't try to tackle everything, but get focused and get some quick wins, if you will and that's really where we built our library and where we work with Infor. >> Is it fair the automation of it is coming from the lines of business which is kind of your wheelhouse, right? >> Right. >> It's not, sort of an IT thing so much. IT is probably a little afraid of it, but is that the way you see it? >> Yes it is. >> Okay and so talk about Capgemini's strategy as the world sort of evolves. You know, you always hear small projects, small wins are the way to go and for years it was like the big SAP implementation >> Yeah. >> Or the big Oracle implementation. How are you guys changing your business to accommodate that new thinking? >> So really on several fronts. One is definitely the methodology that we have and we see on projects is shifting from a waterfall to an agile. So much quicker iterations and cycles on the projects themselves and usually the scope. It will start off with a line of business and again, if it's looking for, hey, I just need to improve the digital relationship I have with my customer. Which can a lot of times just mean start a digital relationship with my customer. So it's really, you kind of keep a tight focus on the scope and just have an agile approach which, again, is what we have changed our methodologies for. >> So digital obviously is real. I mean, every CEO that we talk to is trying to get digital right. A lot of experimentation going on. Like you said a lot of, hey we have to have a digital strategy then you throw AI into the mix. You throw things like blockchain. It's a complicated situation for a lot of firms. What are the discussions like with customers? Where are you seeing the most success or early traction? >> I think having the vision and the scope of where you want to go three years, five years down the road and being able to prioritize against that road map what's going to give you the biggest benefit first, so that it's not just haphazardly trying out these technology enablers like RPA and AI, it is a clear vision and strategy of where we're trying to go and solely hitting some of that ROI and seeing value. >> Are you seeing more of a save money, make money kind of a mix? What are you seeing there? I would say probably a mix, save money for the right reasons and spend money to get the ROI that we're planning for in that road map. >> Just to amplify on the point that you're making Dave. Just from the customer side of the fence on this, for people who aren't, you're just introducing them to the cloud, right? To begin with and they're trying to embrace or understand a concept that they don't have any experience with and now you think of all these other capabilities you have down the road or all these other opportunities whether it's artificial intelligence or whether it's RPA, whatever it is. It's got to be mind-blowing. A little bit, doesn't it? And how do you, I guess, calm 'em down if they realize we are that far behind. We're never going to get there. We're always going to be three, five, 10 years behind because we're that far behind right now. So how do you, I guess, allay their concerns and then get them up to speed at such a way that they feel like they can catch up? >> Yeah, say one of the key things that we can provide is various maturity models. So we have kind of a keepin' it simple of a two by two grid of where do you fall from digital enablement? A, do you even know what that means? Do you do it within divisions or certain lines of business? And then, is that a part of the strategy for your customer acquisition, customer retention, employee retention, et cetera. And start with kind of a fit there and then we basically have offerings that then go from okay, if you're starting out then the approach can be let's go through what cloud is. Like I said, there are absolutely still discussions that we have now on, hey what is the difference between cloud and on-prem? Is it the same software version? Is it a different software? What are the security features and the data center? Some of those questions are still out there as you said and we've got to look at the maturity model to get 'em there. >> So let's go through the simple, I like simple, the two dimensional, one of the buckets, so it's like, hey, we're not even thinkin' about it, it's kind of lower left. Upper left would be line of business focus sort of narrow. Lower right would be at strategic, but we're not acting on it yet. >> Right, in a division or a single line of business or I may have a cross functional solution with a great digital road map, but it's in one plant, you know, 'cause then you get into, okay, well that's probably because you either had a champion locally or you had some trigger such as some customer issues or production issues or something that forced the issue, so to speak, there. And then the top right is, yeah, it's part of the strategy. It's built in to where the budget is allocated as well and it's a part of all the conversations we're having with business and IT. >> Were you guys seeing particular, thinking about sticking on digital for a minute, you think particular industry uptake, I mean, obviously retail's been disrupted, publishing, you know the music industry's been disrupted. But there's certain industries that really haven't been dramatically disrupted yet, financial services, healthcare, defense, really to date, these high risk businesses. What are you guys seeing and kind of where's the greatest familiarity or affinity to digital? >> Where we're starting and where we've been focused with Infor and the market place is consumer products and distribution as well as manufacturing. That's really been a focus area for us and we didn't get into this, but John's team has capability in Infor and is skilled in Infor and there are some focus areas for us with the customers in those industry segments. >> Do you think that automation, AI, improvements in the supply chain, you know robotics even software robots will reverse the trend toward offshore manufacturing tariffs, I guess maybe help too, but I mean, are you seeing any evidence of that automation sort of making the pendulum swing back or are the cost advantages so attractive and is the supply chain so intrenched? >> I'll let John elaborate, but I would say that there is still a fit for purpose for offshoring certain things and for automating certain things and that's why I think it's important to build a plan and a strategy for which things will be solved for in which ways. >> Yeah and the one thing I want to add is as you see some plant go from, it took 200, 300 people to operate a facility to I can do it with 10. That changes the economics of now the labor cost and labor arbitrage isn't as much a function, but yes, what about the rent, facilities and transportation? So we are seeing the economic calculation change a bit from the point of just go offshore for labor. Well if labor is not a big a point, we are seeing a shift there. >> Right, so the labor component's shrinking. And then you can automate that. Is there a quality aspect or is that kind of a myth? >> We think that's a myth from what we're seeing. >> Quality can improve a little bit. >> Exactly. >> Won't go down. Won't go down. >> You're saying coming back on-shoring? Or are you saying offshoring? >> Or automating. Automating whether it's on or off. >> Oh regardless of the location, right? >> Right. >> Automation's going to drive quality up. Lower re-work, right? Okay. >> Robots do it a little bit better than us especially if it's repetitive. >> They don't get tired. (laughing) How about some of your favorite kind of joint examples with Infor, any kind of customer wins you can talk about? >> We're actually working together in a lot of spaces, but one of the biggest ones that we are actually talking about a case study here on the floor at Inforum is at Coke Industries, one of it's companies Flint Hills Resources. We're actually in the middle of an EAM implementation with Flint Hills and working together collaboratively with Infor at the client. >> And is that the or bigger picture, you said 20 year relationship formalized much more recently than that. Ultimately what does that deliver for the client? You think at the end of the day? What's the power of that partnership? >> So I think that there's several things, one is that with the experience and history of a Capgemini with 50 years of consulting experience and strategy work. We now specifically bring Infor and Infor's technology into the conversations that it was not a structure before two years ago. So now we specifically have, where does Infor fit in the road map from a software agnostic industry perspective? And then from a just a plain and simple support and keeping your customer's Infor environment running that's additional strength that we have that we didn't have before. >> So you guys are known for being technology agnostic even though you've got an affinity of going to market with a company in this case Infor. How are they doing? What's on the to do list? If you're talking to customers saying, hey this is the sweet spot," here's where some of the items we want them to improve on. What would you say? >> I'd say for, I can at least say tactically with my team we are looking to enhance our solution is around burst and analytics. So that's definitely a best debris tool in the marketplace and so where we can integrate that into more products 'cause it's, Infor acquired it year and a half ago. So we're trying to fold it in with each product and keeping that trajectory. Where again a customer only has one platform to support for-- >> So that's kind of infusing that modern BI into the platforms. Functionally you're kind of happy with it. >> Oh absolutely. >> And it's just a matter of getting the function into-- >> Right. >> The sweet. >> Have it the defacto. >> Right. >> That's where we want to get. >> Right, right. >> But honestly if you just look at the floor out there, you know from our perspective, the great showing and the excitement and just the conversations that we have around Infor. There's been some confusion, I would say, from, without naming names, other competitors of Infor's on what is our cloud and digital road map and then when we look at Infor with cloud native, you know from the ground up, it makes that back to one of the questions you had on, depending on where customers are starting, if you can go from the beginning like Infor has done with some of their products, natively built cloud up. Then those are great conversations and we're seeing more of that in the market right now. >> When we talk to customers, when you talk to the sort of, traditional vendors, they'll say it's a hybrid world, which seems to be. >> It's true. >> When you talk to other cloud guys, it's like, cloud, cloud, cloud. Now even AWS has somewhat capitulated, they've made some announcements to do stuff on-prem. But logically it makes sense that if the data is in some data center location, it's probably going to stay there for a while if it's working and it's a lot of it and you don't necessarily want to move it to the cloud, so do you buy that? Is it a hybrid world? Will it stay a hybrid world? Or do you feel like the pendulum really is swinging into the cloud or not because of IoT, it's more sort of a decentralized world. What do you guys think? >> I think it's a customer choice. Sometimes we have some federally regulated customers that are concerned about data and security and not necessarily there yet in terms of the cloud and we have some customers that are wanting to go 100% cloud so I think it is definitely customer choice and we are there to advise them whether cloud is the right answer and even to help them implement and support them on their journey. So I think we've seen all, every which flavor of cloud, hybrid. >> From your stand point, whatever you want, you're going to-- >> Yeah, I'd say in the past two or three years there's definitely more clients, I would say most now will look at some, when they're doing their TCO and software selection, they absolutely will lead with, hey at least the core part, ERP part, for example, what can I do for cloud with that? 'Cause there's just so much-- >> Considerationalities. >> Yeah the consideration versus three, five years ago no you wouldn't look at that, but I do think there absolutely will be a hybrid foot print going forward. >> Well, if there's an affinity to cloud, presumably Infor has an advantage there, 'cause they're born on the cloud, or at least for that part of the business and other entrenched ERP is not going to be so easy to move to the cloud. In fact that's what you want to do. >> And I think we share the vision with Infor and talking to customers with the cloud first approach. It makes sense to move to the cloud. There is value in the cloud and we can help build that story for them. >> Charles Philips pretty smooth spokesperson, he's a clear thinker, he laid out the strategy. The strategy of, this is my fourth Inforum, I mean, it's grown, but it's consistent, you know, he presents it in a manner that I think is pretty compelling, so that's got to make you feel good, right? You got a leader that's committed, been here for a while. >> Yeah absolutely and one other thing that I really do like about coming to Inforum to see Charles is he actually gets it. If you think of it from CEO of a large software company with hundreds of products, he knows where they actually fit and can go through kind of the road map and the story. So very credible. >> The partnership's a win-win for sure. It certainly sounds like you've painted a very good picture and we appreciate the time. >> Yeah. >> Thanks for being with us and good luck the next couple of days here at the show. Have fun. >> Thank you. >> Appreciate the time. >> Should be, right? (laughing) Back with more live in Washington D.C., you're watching theCUBE. (upbeat music)

(upbeat music) >> Announcer: Live from Vancouver, Canada. It's theCUBE covering OpenStack Summit North America 2018. Brought to you by Red Hat, the OpenStack Foundation, and its ecosystem partners. >> Welcome back. This is theCUBE's exclusive coverage of OpenStack Summit 2018 in Vancouver. I'm Stu Miniman with my co-host John Troyer. Happy to welcome back to the program two CUBE alums. We have Alan Clark, who's the board chair of the OpenStack Foundation and in the CTO office of SUSE. >> Yep, thank you. >> Thanks for joining us again. It's been a few years. >> It's been a while, I appreciate being back. >> And Lew Tucker, the vice chair of the OpenStack Foundation and vice president and CTO of Cisco. Lew, it's been weeks. >> Exactly right. >> All right. >> I've become a regular here. >> Yeah, absolutely. So, first of all, John Furrier sent his regard. He wishes he was here, you know. John's always like come on Lew and I, everybody, we were talking about when this Kubernetes thing started and all the conferences, so it's been a pleasure for us to be here. Six years now at this show, as well as some of the remote days and other things there. It's been fun to watch the progressions of-- >> Isn't it amazing how far we've come? >> Yeah, absolutely. Here's my first question for you, Alan. On the one hand, I want you to talk about how far we've gone. But the other thing is, people, when they learn about something, whenever they first learn about it tends to fossilize in their head, this is what it is and always will be. So I think most people know that this isn't the Amazon killer or you know it's free VMware. That we talked about years ago. Bring us a little bit of that journey. >> Well, so, you know, it started with the basic compute storage and as we've watched open-source grow and adoption of open-source grow, the demands on services grow. We're in this transformation period where everything's growing and changing very rapidly. Open-source is driving that. OpenStack could not stay static. When it started, it solved a need, but the needs continued to grow and continued to change. So it's not surprising at all that OpenStack has grown and changed and will continue to grow and change. >> So Lew, it's been fascinating for me, you know. I've worked with and all these things with Cisco and various pieces for my entire career. You're here wearing the OpenStack @ Cisco shirt. And Cisco's journey really did through that to digital transformation themselves. When I talked to Rowan at Cisco Live Barcelona, the future of Cisco is as a software company. So, help set OpenStack into that kind of broader picture. >> Sure, I think one of the aspects of that is that we're seeing now it is becoming this multi-cloud world. And that we see all of our customers are running in the public cloud. They have their own private data centers. And what they're looking for is they want their whole development model and everything else to now become targeted towards that multi-cloud world. They're going to do services in the public cloud, they still have their private data center. OpenStack is a place for them to actually meet and run all their services 'cause now you can build your environment within your data center that makes it look very much like your public cloud, so your developers don't have two completely different mindsets. They have the same one, it's extracting resources on demand. And that one, we're putting on top of that other newer technology that's coming, such as Kubernetes. We've got a real consistency between those environments. >> Yeah, please Alan. >> I was going to say, it enables you to leverage your existing infrastructure so you don't want to make them, particularly those SUSE's customers, they don't want us to come in and say throw everything away, start afresh right? But at the same time, you've got to be able to embrace what's new and what's coming. We're talking about many new technologies here in OpenStack Summit today right? Containers and all sorts of stuff. A lot of those things are still very new to our customers and they're preparing for that. As Lew said, we're building that infrastructure. >> One of the things, as I'm thinking about it, some people look at, they look at codec containers and some of these pieces outside of the OpenStack project and they're like, well what's the Foundation doing? But I believe it should be framed, and please, please, I would love your insight on this, in that multi-cloud discussion because this is, it can't just be, well, this is how you build private. It needs to be, this is how you live in this multi-cloud environment. >> That's why I think, you're beginning to see us talk about open infrastructure. And this is using open-source software to use software to manage your infrastructure and build it out instead of configuration, cabling, having guys going out, plugging in, unplugging network ports and whatever. We want software and automations to do all that, so OpenStack is one of the cloud platforms. But these other projects are now coming into the Foundation, which also expand that notion of open infrastructure, and that's why we're seeing these projects expand. >> Lew's exactly right and it goes beyond that. Back in 2017, early 2017, we recognized, as a board, that it's not going to be just about the projects within OpenStack. We have to embrace our adjacent communities and embrace those technologies. So that's why you're hearing a lot about Kubernetes and containers and networking and all sorts of projects that are not necessarily being done within OpenStack but you're seeing how we're collaborating with all those other communities. >> And codec is a perfect example of that. Codec containers came out of those clear containers. It's now combining the best of both worlds, 'cause now you get the speed of containers bringing up, but you get the security and isolation of virtual machines. That's important in the OpenStack community, in our world, because that's what we want out of our clouds. >> Well you both have just mentioned community a few times. I saw one thing coming in to this conference, I'm so impressed by the prominence of community. It's up on stage from the first minutes of the first keynote. People, the call to action, the pleas, for the folks, some of us have been here years and years, for the new folks, please come meet us right? That's really inviting, it's very clear that this is a community. >> Yeah I was surprised, actually, 'cause we saw it when we were asked when up on stage how many people were here for the first time? More than half the audience raised their hand. >> Alan: I was surprised by that as well. >> That was the real surprise. And at the same time, we're seeing, increasingly, users of OpenStack coming in as opposed the people who are in core projects. We're seeing Progressive insurance coming in. We're seeing Adobe Marketing Cloud having over 100,000 cores running OpenStack. That's in addition to what we've had with Walmart and others so the real users are coming. So our communities, not just the developers but the users of OpenStack and the operators. >> That's always an interesting intention for an open-source project right. You have the open-source contributors, and then you have the users and operators. But here at the show right? All of these different technology tracks. Part of community is identity. And so, as the technical work has been split-off, and is actually at another event, these are the users. But it does, with all these other technology conversations, I wonder what the core identity of, I'm an OpenStack member, like what does that end up meaning in a world of open infrastructure? if the projects, if the OpenStack itself is more mature, and as we get up the letters of the alphabet towards Z, How do you all want to steer what it means to be a member of the OpenStack community. >> We met on Sunday as a joint leadership. So we had, it wasn't just a board meeting, it was a meeting with the technical committee, it was a meeting with the user committee. So we're very much pushing to make sure we have those high interactions, that the use cases are getting translated into requirements and getting translated into blueprints and so forth. We're working very, very hard to make sure we have that communication open. And I think one of the things that sets the OpenStack community apart is what we call our Four Opens. We base everything on our Four Opens and one of those is communication, transparency and communication. And that's what people are finding enticing. And one of the big reasons is I think they're coming to OpenStack to do that innovation and collaboration. >> We've seen the same thing with Linux, for example. Linux is no longer just the operating system when people think about the Linux community. Linux community is the operating system and then all of these other projects associated with them. That's the same thing that we're seeing with OpenStack. That's why we're continuing to see, wherever there's a need as people are deploying OpenStack and operating it and running it, all of these other open-source components are coming into it because that's what they really were running, that conglomerate of projects around it. >> Certainly, the hype cycle, and maybe Linux went through it's own hype cycle, back in the day and I'm from Silicon Valley. I think the hype cycle outside the community and what's actually happening on the ground here actually are meshed quite well. What I saw this week, like you said, real users, big users, infrastructure built into every bank, transport, telecom in the world. That's a global necessary part of the infrastructure of our planet. So outside of investment, things like that-- >> Well I hope you can help us get the message out. Because that is, a major thing that we see and we experience the conf, people who are not here. They still, then maybe look at OpenStack the way it was, maybe, four years ago, and it was difficult to deploy, and people were struggling with it, and there was a lot of innovation happening at a very, very fast rate. Well now, it's proven, it's sort of industrial grade, it's being deployed at a very large scale across many, many industries. >> Well it's interesting. Remember, Lew, when we were talking about ethernet fabrics. We would talk about some of SDN and some of these big things. Well, look sometimes these things are over-hyped. It's like, well, there's a certain class of the market who absolutely needs this. If I'm at Telco, and I sat here a couple of years ago, and was like, okay, is it 20 or 50 companies in the world that it is going to be absolutely majorly transformative for them and that's hugely important. If I'm a mid-sized enterprise, I'm still not sure how much I'm caring about what's happening here, no offense, I'd love to hear some points there. But what it is and what it isn't with targets, absolutely, there are massive, massive clouds. Go to China, absolutely. You hear a lot about OpenStack here. Coming across the US, I don't hear a lot about it. We've known that for years. But I've talked to cloud provider in Australia, we've talked to Europeans that the @mail who's the provider for emails for certain providers around the world. It's kind of like okay, what part of the market and how do we make sure we target that because otherwise, it's this megaphone of yeah, OpenStack, well I'm not sure that was for me. >> So, yeah, what's your thought? >> We're seeing a lot of huge variety of implementations, users that are deploying OpenStack. And yeah we always think about the great big ones right? I love CERN, we love the Walmarts. We love China Mobiles, because they're huge, great examples. But I have to say we're actually seeing a whole range of deployments. They don't get the visibility 'cause they're small. Everybody goes, oh you're running on three machines or 10 machines, okay, right? Talk to me when you're the size of CERN. But that's not the case, we're seeing this whole range of deployments. They probably don't get much visibility, but they're just as important. So there's tons of use cases out there. There's tons of use cases published out there and we're seeing it. >> One of the interesting use cases with a different scale has been that edge discussion. I need a very small-- >> In fact that's a very pointed example, because they've had a ton of discussion because of that variety of needs. You get the telcos with their large-scale needs, but you've also got, you know, everybody else. >> It's OpenStack sitting at the bottom of a telephone pole. On a little blade with something embedded. >> In a retail store. >> It's in a retail store. >> Or in a coffee shop. >> Yeah. >> So this is really where we recognizing over and over again we go through these transitions that it used to be, even the fixed devices out of the edge. To change that, you have to replace that device. Instead, we want automation and we want software to do it. That's why OpenStack, moving to the edge, where it's a smaller device, much more capability, but it still computes storage and networking. And you want to have virtualized applications there so you can upgrade that, you can add new services without sending a truck out to replace that. >> Moving forward, do we expect to see more interaction between the Foundation itself and other foundations and open-source projects? And what might that look like? >> It depends on the community. It really does, we definitely have communications from at the board level from board-to-board between adjacent communities. It happens at the grassroots level, from, what we call SIGs or work groups with SIGs and work groups from those adjacent communities. >> I happen to sit on three boards, which is the OpenStack board the CNCF board, Cloud Foundry. And so what we're also seeing, though, now. For example, running Kubernetes, we just have now the cloud provider, which, OpenStack, being a cloud provider for Kubernetes similar in the open way that Amazon had the cloud provider for Kubernetes or Google is the cloud provider. So that now we're seeing the communities working together 'cause that's what our customers want. >> And now it's all driven by SIGs. >> The special interest groups, both sides getting together and saying, how do we make this happen? >> How do we make this happen? >> All right. One of the things you look at, there's a lot going on at the show. There's the OpenDev activity, there's a container track, there's an edge track. Sometimes, you know, where it gets a little unfocused, it's like let's talk about all the adjacencies, wait what about the core? I'd love to get your final takeaways, key things you've seen at the show, takeaways you want people to have when they think about OpenStack the show and OpenStack the Foundation. >> From my point of view it actually is back to where we started the conversation, is these users that are now coming out and saying, "I've been running OpenStack for the last three years, "now we're up to 100,000 or 200,000 cores." That shows the real adoption and those are the new operators. You don't think of Walmart or Progressive as being a service provider but they're delivering their service through the internet and they need a cloud platform in which to do that. So that's one part that I find particularly exciting. >> I totally agree with Lew. The one piece I would add is I think we've proven that it's the right infrastructure for the technology of the future, right? That's why we're able to have these additional discussions around edge and additional container technologies and Zuul with containers testing and deployment. It fits right in, so it's not a distraction. It's an addition to our infrastructure. >> I think the idea around, and that's why we actually broke up into these different tracks and had different keynotes around containers and around edge because those are primary use cases now. Two years ago when I think we were talking here, and like NFV and all the telcos were, and now that has succeeded because almost all the NFV deployments now are based on OpenStack. Now we're seeing it go to containers and edge, which are more application specific deployments. >> I'd love for you to connect the dots for us from the NFV stuff we were talking about a couple of years ago to the breadth of edge. There is no edge, it depends on who you are as to what the edge is, kind of like cloud was a few years ago. >> I mean, we actually have a white paper. If you go to OpenStack.org or just Google OpenStack edge white paper, I think you'll see that there are a variety of cases that are from manufacturing, retail, telco, I saw even space, remote driving vehicles and everything else like that. It's where latency really matters. So that we know that cloud computing is the fastest way to deploy and maintain, upgrade new applications, virtualize applications on a cloud. It's unfortunately too far away from many the places that have much more real-time characteristics. So if you're under 40 milliseconds or whatever, or you want to get something done in a VR environment or whatever, under five milliseconds, you can't go back to the cloud. It also, if you have an application, for example, a security monitoring application, whatever. 99% of the time, the video frames are the same and they're not interesting, don't push all that information back into the central cloud. Process it locally, now when you see frames that are changing, or whatever, you only use the bandwidth and the storage in the central cloud. So we're seeing this relationship between what do you want computed at the edge and how much computing can you do as we get more powerful there and then what do you want back in the centralized data centers. >> Daniel: While you simplify the management. >> Exactly right. >> Orchestration, policy. >> But you still need the automation, you need it to be virtualized, you need it to be managed in that way, so you can upgrade it. >> Alan Clark, Lew Tucker, always a pleasure to catch up. >> Thank you, yeah, >> Thank you so much for joining us. >> It's good to be here. >> John Troyer and I will be back with lots more coverage from OpenStack Summit 2018 here in Vancouver. Thanks for watching theCUBE. (upbeat music)

>> Live from Las Vegas it's theCUBE covering Fortinet Acclerate 18. Brought to you by Fortinet. (upbeat techno music) >> Welcome back to theCUBE's continuing coverage of Fortinet's Accelerate 2018. I'm Lisa Martin joined by my cohost, Peter Burris. And we're excited to be joined by a Fortinet customer, Troy Miller the Director of Technical Resources from Clark County School District. Troy welcome to theCUBE. >> Thank you. >> Lisa: So, you're local. You're in the Vegas area. Tell us a little bit about Clark County, I noticed some impressive numbers of size, and about your role. >> Clark County School District we service about 320,000 students a day, 41,000 employees. It's the entire county which, last I heard, was about the size of Rhode Island. So, basically, that's geographically large as well. My role in the district as Director of Technical Resources. We bring in 80 gigs of internet each day for all those people to consume. And we're responsible for the Edge security. So, we don't get down to the desktop yet but we just make sure they have a successful and reliable internet. >> So, 320,000 students and 41,000 employees. How many devices is that connecting to the network? Or do you have any idea? >> Even ones that were just district-owned might be closer to 420,000 probably, if you count all the labs. And then another everyone brings in their own one or two or three devices with them. Their phone, their iPad, their laptop. So, there's not an exact count but I'm guessing well over 450,000 probably. >> And you've been with Clark Country for awhile and you've been in education for awhile. Talk to us about the technology evolution that you've seen take place. The opportunities that that gives educators and students we well as the opportunities that it provides on the security side that you have to combat. >> Yeah, a long time ago, I've taught for four years from, I think it was '93 to '97, and I got into the department I'm in now. But back then it was one computer that a teacher didn't know how to use and rarely turned on to now they're using, whether it be smart boards, giving out iPads, Chromebooks, and so on. Every kid's connected and it's important. We're now a Google school district. So, Google Classroom using Google sites and so on. And so, it's important. And the evolution of that is just that when you have a reliable internet, and so Fortinet has definitely increased our stature in that. Day to day instruction can take place, not interrupt them. Cause if they lose their internet for two minutes we've deprived these students for all kinds of education. It's important and now everything is reliant upon it. Even our student management system, our ERP. All that stuff is now, some hosted internationally some hosted externally. So, security is a very important part of that. >> And when you think about the role that you play, you have a specific role within the school district. How does the ability to use a Fortinet-like product inside your role impact your ability to collaborate and coordinate with others in the school district to make sure that everything is running seamlessly? >> Yeah, that's important is that for us using the Fortinets that we have, it was important to be able to get better insight. I'm excited about the stuff in the conference this year to really improve upon that. But to be able to properly secure those say VPN connections going out to outside services or to better serve the students in the schools or other business transactions that take place. So, it's important on that. And then we can see if something's starting to break down somewhat where to go. And again, our district's pretty separated. It's siloed a bit. And so, it's important we know which department to go to if we're seeing issues with certain things. >> Now, local government's are notoriously difficult to work with for some technology vendors. How has it been for Clark County working with members of the Fortinet ecosystem. Because security is obviously an increasingly important feature of, well, virtually everything, but including local municipalities. >> Right. And Fortinet's been awesome. We worked with them through our managed service proprietor, Mosaic451. So, when we moved towards Fortinet just a year and a half ago, that made it a very seamless move because they had the expertise that we didn't at the time. We were brand new to the Fortinet platform. They brought in people from all over to help out with that to either install it, to set up the policies and so on. So, yeah, working with municipalities is difficult. Working for one's even more difficult. But Fortinet has made that very easy. >> What was the catalyst for bringing on Fortinet in terms of some of the challenges that you guys have with your firewalls? Was their any sort of one event or type of events that really catalyzed, hey, we're got to transform here? >> Yeah, there was a series of events actually. About a year and a half ago, we were undergoing about daily one hour, two hour DDoS attacks, fragmented UDP attacks. And our previous firewall vendors they couldn't, one they couldn't diagnose it. And two even once they did, it couldn't handle it. We were basically firewalling our firewall with our EdgeRouter. And so, that was when I said something has got to change. And that's when I contacted Mosaic451 and said, I need help. I can't be doing this every day cause the staff, obviously, were upset. And so was I. And so, Fortinet actually back then, our first involvement with Fortinet, they sent out two chassis and said, "Here. Try them out. See if this will stop the attack. We think it will." And we got them going within a few days and sure enough, it did. And so that told me I needed to make a move. It took, obviously, some budget trapeze acts to get that done. But within six months we were then on Fortinet. And again, once we got the equipment back everyone was able to help out and get us set up. We're unique in what we had and moving our policies and so on. So, they've been integral in that. >> So, impact perspective. It sounds like you went from these daily DDoS attacks to zero? >> Troy: Yeah. >> In how short of a time period? >> They stopped on their own beginning of January of that year. But we haven't had one at all since then. Or we've had small ones but the Fortinets handled them without a problem. They barely bumped them, you know. >> So, pretty big impact there that you've been able to make? >> Yeah, we went from-- >> Lisa: Pretty quickly. >> Yeah, yeah it was six months before we finally made the Fortinet decision. And we were fortunate we didn't have to go through an RFP process on that. Because that would have taken forever, and I didn't want to do that. And so, I already said we did our RFP. This one doesn't work. We know this other one doesn't work. So, guess what's left? So, that's the way we ended up with Fortinet. And I said we're very happy with them so far. >> In terms of some of the announcements that they have made today, around utilizing AI technology. They've also talked about their Fabric-Ready Partner Program. You've talked about a partner there. What are some of the things that excite you about what you've heard from them today? Does that give you reassurance that not only did we make the right decision but this is something that's going to help us as we evolve and as security threats naturally evolve and grow as well that you feel like you have a good foundation on the security side. >> Yeah, precisely. I'm very excited from what I saw. And you know, there's things, education, especially in this state, is extremely underfunded. So, I'd love to go out and just say, "Oh, I'd like to buy this. I'd like to buy that." We're up and running with the security fabric. And I'm excited about it. But what I'm really excited is the opportunity to grow. We can really assume some progress with that. And so, while I can't take full advantage of it or even go to the FortiOS 6 probably anytime soon. But we will be able to start laying the groundwork, and I can plan out to start filling off those check boxes in that security fabric, and start providing a better more secure internet for what I'm responsible for, what I can consume. >> So, education like everything else is changing. What are the set of options that become more available to you to Clark County School District as a consequence of bringing in a new security fabric that's capable of accommodating a little more complexity, a little bit more automation? >> Well, yes, a little bit of all that. For us, what I'm excited about with the Fortinet is that one, we've got something robust that's going to last us for five to seven years. Those will last even beyond our 80 gigs we're using now if we need to go beyond that before I retire. But the exciting part of that is, like I said, by adding in those different security fabric pieces I think we'll be able to improve bit by bit. And I know while they're going to improve them even more by the time we finally get there. So, that's exciting. >> You talked about ... I'd like you to elaborate a little bit more on your organization. It sounds, I don't want to say fragmented, but there's different centers. How has, I should say, what you guys have been able to achieve by bringing Fortinet in in terms of we talked about this dramatic reduction or elimination of DDoS. Are you able to leverage that as sort of a best practice within the school district. Do you see opportunities that this Fortinet partnership can have for you in that respect? >> It gives us some validity. It shows that it did make a difference. We didn't just spend some money on it no reason. Yeah, because of its being siloed, what the Fortinets will give us now is we can know exactly which department to send certain tickets to. What we see whether it's to be malware or something pinging out that shouldn't. We can better address where it's coming from and what to do with it. And again, Mosaic is our sock. So, working with them, working with Fortinet we've been able to improve our response to minor incidents as they happen. >> Are there other natural issues that the County of Las Vegas deals with that makes Fortinet especially relevant? I mean, obviously, great distances. But you know, you've got large mountains surrounding here. It's a very dry environment. Are you finding that there's just things about the location that makes Fortinet that much better choice? >> I don't really think environmental ... Pretty much what makes this the best choice is not really where we are but just what we do. Like I said, the internet comes to us, and then we kind of spray it out from there. And so, that availability and reliability is what's important. Sort of where we are doesn't quite matter. But it is the ability to be able to service the customers. >> So, we kind of look at the security transformation that you're on. You've talked to us about some of the achievements that you've made so far in the first year. What are some of things throughout the rest of 2018 that your looking forward to enabling your environment with your Fortinet partnership? >> Some of the things I'm excited about there is, like you had mentioned before the AI part of that. That I'm really excited to hopefully implement. That just takes some ... I can use the eyes I have. I only have four security people basically for that organization. Two of them from Mosaic, two of my own people. And so, if I can have those people addressing bigger concerns than malware or stuff like that. And VAI can better handle that, so instead of digging through logs, we can just, there it is, block it or it's already blocked. That would save us. And I could use that talent for more serious items. We already completed our Edge redesign the networks. Now, we're not redundant on that. We're working on our internal network. So, if we can spend more time making those things more robust to then take advantage of the security fabric as we're able to take advantage of it then that's all the better. >> In most enterprises, there's a partnership that has to be established between security architecture, security operations, the business, and especially the employees. Employees have to take an active roll to successfully do security. Kids and schools are not necessarily well known for having consistent behaviors. How has that affected your environment? And what can enterprises learn as they think about having to serve increasingly unruly customers in their markets? >> Yeah, that's one of the things I'm just starting to dip my toe in to plan for next year is more of an education for it but then holding them accountable for that education. Yeah, I don't know which is worse, the teachers or the students. (Peter laughs) I'm guessing the teachers. (Lisa laughs) They'll click on anything they see. So, it's important to educate them first before I start rolling out some efficient testing on them and so on. But we have to start doing that because otherwise it doesn't matter if something comes in or they get it off their tablet. Now, they've infected the internal and it didn't even get to us, right? And so, it's important that education is important. We're going to start trying to hold them accountable for it. But that's a huge challenge where I'm at. That's like climbing Everest there. >> So, is Fortinet going to help? I think it will. Fortinet's going to be able to help for us to be able to have that insight on what's still working, what's not. We're still seeing these things. >> And also recognizing patterns and seeing what people tend to do wrong will probably help you pinpoint what you need to, that partnership. What the user needs to take more responsibility for. >> Right and that's the thing. It better identifies those issues. You see where they've improved or what still needs to be worked on. >> Peter: Great. >> Well, congratulation on what you've achieved so far. >> Oh, thank you. >> And thank you so much for sharing your success story with us. You're on a journey, and we wish you continuing success with that. >> Thank you. >> For my cohost, Peter Burris, I'm Lisa Martin. You've been watching theCUBE's coverage of Fortinet Accelerate 2018. We'll be right back after a short break. (upbeat techno music)

>> Narrator: Live from San Jose, California in the heart of Silicon Valley, it's theCUBE, covering QuickBooks Connect 2016. Sponsored by Intuit QuickBooks. Now here are your hosts, Jeff Frick and John Walls. >> And welcome back here to San Jose, the Convention Center. We're on theCUBE to continue our coverage of QuickBooks Connect 2016. We're here for the rest of today and onto tomorrow for two days at this great event, third year event, that is now going on with 5,000 attendees. So record attendance, great keynotes this morning, another keynote session coming up, by the way, in just about a half hour or so. We'll have some guests after that and then continue our coverage here tomorrow on theCUBE. Along with Jeff Frick, I am John Walls. We're joined by Yumi Clark who's the SVP of product development at Capital One. And Yumi, thank you for being with us here on theCUBE. >> Thank you very much. >> First time, right? >> Yes. >> On theCUBE. >> Yes, first time. >> So Capital One, what are you doing here? In a good way, of course. But what do you find of interest from a professional standpoint with the small business crowd? >> Yes, so Capital One is here because we want to meet our customers where they are today, and many of our customers are actually here at the show, QuickBooks Connect. Whether they be accountants or small business owners themselves, we are looking to build products for them and solutions for them based off of the pains that they have and the problems that they're having. So we're here to do much of a data gathering exercise and see what we can provide to our users. >> So I assume this is an ongoing process, right? This isn't just a one-time hit. Generally speaking, what do you hear from the people with whom you work or that you're supporting, in terms of their pain points for the services you provide and what you can do from a solutions standpoint? >> Yes, well actually here at QuickBooks Connect we have been doing some informal polls with the people that have been attending, and we often hear these types of things also as we're leading the businesses within the product development space. We're seeing a lot of the people talk about the passions that they have with regards to the business, and oftentimes they start the business because of their passion. They're actually not starting it because they want to start a business itself. Because oftentimes those businesses have a lot of administrivia tied to them in process. That's not what they're doing to start that business. They want to make sure that they're creating something that really speaks to them and speaks to their passions, and because of that, they've created a small business. >> But then, unfortunately, they have to tasks and they have to do accounting and they have to do payroll, they have to pay the vendors, and they have to get up from making whatever they're making and selling whatever they're selling to deal with the reality, and that's really where the opportunity at QuickBooks has done. But part of the thing they're trying to do is build this ecosystem not only to provide the tools, but really to provide other services to enable these folks to be successful. So within the Capital One world, as you look at small businesses as kind of a category, what are some of the unique challenges that they have that you guys are trying to help them with? How do you see the small business world as an opportunity? >> Yes, so in the same way, Capital One is also looking at that ecosystem. First and foremost what we do as a financial institution is provide very competitive savings and checkings and credit cards as part of our plethora of products that we offer. From a savings perspective, we have a 1% cash back, and from a credit card perspective we have a 2% cash back rate so that we're truly competitive from that perspective. In our recent surveys and the research that we've done, we've also seen that many of these small businesses, whether they're here or somewhere else, they have more than two bank accounts in order to run their small business. Also what we see is that they have anywhere between 10 to 12 different applications that they are stitching together to get their financial health of their small business right. Knowing that that's the problem, what we're doing at Capital One is helping them stitch that together. Not only do we have a competitive checking and savings accounts so that they can actually pay their bills and do the invoicing and the payroll, we are also looking at things to help them in future. And most recently in August what we did as Capital One is launch the Spark 401k service. 50% of all Americans either own or work for a small business so it's a huge crowd that needs to be addressed. Even though it's 50%, only 13% of those small businesses are offering some type of retirement benefit. And because of that we saw that as an opportunity and challenge that we can help resolve, and that's why we've launched the Spark 401k service this past August, which is specifically targeted to those small businesses so they can help not only themselves but the employees that work for them think about the future. >> So how has this changed the way you do business? Because you're looking for new products, you're looking for new services, you're looking to be more expansive in the kinds of things that you're offering, right? >> Yumi: Yes. >> But I'm sure the migration has... sometimes it's not natural. You're introducing new concepts to your workforce and to your people and so how's this impacted what Capital One does, in terms of looking to stretch yourself? Basically to create new opportunities for your clients. >> Right. Well, there's two ways that we're addressing the client relationship. One is that we're definitely seeing that digital transformation happen. Most recently in a poll that we took there was about 30% of small businesses were using some type of mobile device, but in the most recent study that we've seen it's about 60%, it's more than doubled in terms of the mobile banking and the mobile device that they're using to run their small business. And because of it we're leaning in to many of the mobile solutions that Capital One can provide so that small businesses can do things anytime, anywhere and any place as they're trying to run their business. 'Cause the reality is is that they're not just sitting in one place nine to five running their business. They're running off, doing other things, they're doing it at home. Also we're exploring different experiments so that if we're meeting the small businesses where they are, trying out different devices and different technologies, I don't know if you've seen some of the announcements that we've made but we're also looking at IoT and some of the Alexa form factors by which you can test and see how is my daily balance, what are the transactions going through and the sort of thing as well. So we're marrying a lot of the technologies that we are seeing and helping small businesses make that transformation themselves where they are today. If they're using one type of device, we'll be helping them with that mobile device. We're helping them with Alexa, for example, as well. And the helping them make that transition. >> So many choices. >> Go ahead, Jeff. >> I was just going to say and then there's now the gig economy, right? >> Yes. >> I wonder if you guys are, I'm sure you're looking at it, how do you see that as being fundamentally different? We were at a thing at the Stanford graduate school the other day and we were talking about the gig economy. At least a small business are thinking about things like retirement and setting aside money for taxes and potentially there's all types of retirement options if you're a small, self-employed person. But then you think of the gig economy, it's a guy doing four hours of week before class to run its Uber, or Postmates or all these kind of little bits and pieces. It doesn't appear from the outside looking in, I have no data, that they're really thinking through what is their total cost? Not only for the insurance and the wear and tear on the car, but then to set aside for taxes, and then are they putting some aside for insurance? Are they putting some aside for retirement? It just feels like that's a whole different kind of category of work and yet it's the one that's growing the most rapidly. >> It is and it isn't, actually. I think that oftentimes financial institutions have been geared more towards companies, business entities and that sort of thing. If we think about the most recent Spark 401k launch that we did, we're looking at companies of one, which are actually gig economy workers, if you really think about it. And then we are able to support those types of employees or businesses as well. The second thing that we're doing in terms of the gig economy is the reality is a lot of these people are, in the same way as I was mentioning before, stitching together their work life. And stitching together their work life means that they're using multiple applications and multiple revenue streams in order to be financially stable. And because of that, one of the pain points that we wanted to address was can we make it easy for these people to stitch together? And that's why we have the aggregation of the top 12 financial institutions within Spark Business so that they can get a complete financial health history of where they are today. >> We've been speaking with different folks from Intuit today and one of the striking conversations we had was about adoption within the accountant community and the cloud migrations, and people with very traditional perspectives or very regimented viewpoints about this is how I do things and the reluctance to change. What are you seeing in terms of digital adoption, what businesses are doing, how willing are they to accept some of these new products, or understanding this is a better mousetrap? And how do you grow that to make them understand this is maximize your efficiency and lower your cost, it's all good. But it's hard to get 'em there. >> Yes. One of the things that we actually see is not solving for the sake of creating a new feature. In the same way that I would feel if I were a small business, just because there's something out there doesn't necessarily mean I want to use it. You have to show the benefit to that small business owner. And if you think about where small businesses have been, they have been going to the bank, but they become more technologically savvy using, for example, mobile deposit capture because that saves them time, and all they have to do is take a picture of the check and it just works to deposit those moneys into a financial institution. And that's what we're providing as part of Capital One. If you show the benefit first, rather than the solution first, I suspect that more people will say, I'll give it a try. And that's what we're seeing in our base as well. We're seeing people saying, I'll give it a try, I am technologically savvy, I am using my mobile device more than I was before, sure, why not, and I'll give it a try. >> John: And that works? >> It has been working for us and we're seeing definitely more people going towards our Spark ecosystem solution, and they're stitching together all of the different applications because they are definitely feeling the pain of trying to do it themselves. And it's really hard to figure out themselves. >> So what's your biggest challenge, then? In terms of, it sounds like adoption, you're working and making progress on that front, you're here surveying your customer base, trying to understand what their needs are. It sounds like everything's great, everything's good, but that isn't always the case, obviously. There are challenges. In your perspective, from your viewpoint, what is it? What's the big hurdle you think that is keeping in the way a progress for you as Capital One and for the small business owner? >> I think really honing in, I think a lot of people often talk about small business owners trying to manage their financial health and their cashflow. That's the reality of running a small business. The question is how you solve that. Is it thinking about the savings and the checking accounts? Is it about thinking about the 401k in the future? Is it about that balance? Is it about tying savings and efficiency? And there's quite a fine line between thinking about just the actual solutions themselves and really offering the benefit. And so that, for us, is kind of the biggest challenge. Meaning that as we test into all these different applications, we need to make sure that we are improving their cashflow and showing them transparency around their financial health. >> It's funny you talk about whether there's a benefit or not and I just think from your customers' point of view, the small businesses, just all these different ways to pay. They want to take that money in and put it in and put it in their Capital One account. Whether it's Google Pay or Apple Pay or they even have Samsung Pay, I don't know why I'd ever want Samsung Pay, and who knows what tomorrow pay is going to be. From your customers' point of view, what do they think of this wave of options that their customers, the end customers, want to have, they think they want to have? They got people pushing these different alternatives down their throat. Are they really necessary? Do we need Samsung Pay along with Apple Pay and Google Pay and I already have credit cards and ATM cards and chip cards and god help us if I pull the 20 out. I went to one restaurant, they wouldn't even take cash. Like, we don't take cash. What, you don't take cash? It's so much more complicated now. There's just so many options coming out. I think of driving through a snowstorm at night with your headlights on. It's just like-- What do you tell 'em? How do they navigate this way? Oh, by the way, I'm still trying to just run my business. >> Right, actually, that's one of the things that we want to do at Capital One. We wanted to give small business owners the personalized delivery of data and looking at what would help them as they're running their small business. Because there are so many choices there, we want to help them make the choices by showing them the data that nudges them towards perhaps you might want this rather than this. That's what we're doing from a short term perspective, and more longer term, what we're also looking at, what is the benefit that we can actually provide? And showing those benefits clearly and transparently to the small business owner. There are a lot of choices out there. >> A lot of choices. Well, Yumi, we've asked you a lot of questions. The one that I think we don't have to ask is what's in your wallet, right? (laughs) We know what's in your wallet. >> Yes, a Venture credit card. (laughs) >> Yumi Clark from Capital One, thank you for joining us here on theCUBE. We appreciate the time. And good luck with the rest of the surveying. I'm sure this is a pretty fertile territory for you in terms of finding out what your customers need, what they want, and what you can do for 'em. >> Thank you so much for having me. >> Thanks. >> Thank you. Back with more on theCUBE here form San Jose in just a minute. (elecronic music)

(upbeat intro music) >> Hello everyone. Welcome to theCUBE's coverage of International Women's Day. I'm your host, John Furrier, here in Palo Alto, California. Got a special remote guest coming in. Teresa Carlson, President and Chief Commercial Officer at Flexport, theCUBE alumni, one of the first, let me go back to 2013, Teresa, former AWS. Great to see you. Thanks for coming on. >> Oh my gosh, almost 10 years. That is unbelievable. It's hard to believe so many years of theCUBE. I love it. >> It's been such a great honor to interview you and follow your career. You've had quite the impressive run, executive level woman in tech. You've done such an amazing job, not only in your career, but also helping other women. So I want to give you props to that before we get started. Thank you. >> Thank you, John. I, it's my, it's been my honor and privilege. >> Let's talk about Flexport. Tell us about your new role there and what it's all about. >> Well, I love it. I'm back working with another Amazonian, Dave Clark, who is our CEO of Flexport, and we are about 3,000 people strong globally in over 90 countries. We actually even have, we're represented in over 160 cities and with local governments and places around the world, which I think is super exciting. We have over 100 network partners and growing, and we are about empowering the global supply chain and trade and doing it in a very disruptive way with the use of platform technology that allows our customers to really have visibility and insight to what's going on. And it's a lot of fun. I'm learning new things, but there's a lot of technology in this as well, so I feel right at home. >> You quite have a knack from mastering growth, technology, and building out companies. So congratulations, and scaling them up too with the systems and processes. So I want to get into that. Let's get into your personal background. Then I want to get into the work you've done and are doing for empowering women in tech. What was your journey about, how did it all start? Like, I know you had a, you know, bumped into it, you went Microsoft, AWS. Take us through your career, how you got into tech, how it all happened. >> Well, I do like to give a shout out, John, to my roots and heritage, which was a speech and language pathologist. So I did start out in healthcare right out of, you know, university. I had an undergraduate and a master's degree. And I do tell everyone now, looking back at my career, I think it was super helpful for me because I learned a lot about human communication, and it has done me very well over the years to really try to understand what environments I'm in and what kind of individuals around the world culturally. So I'm really blessed that I had that opportunity to work in healthcare, and by the way, a shout out to all of our healthcare workers that has helped us get through almost three years of COVID and flu and neurovirus and everything else. So started out there and then kind of almost accidentally got into technology. My first small company I worked for was a company called Keyfile Corporation, which did workflow and document management out of Nashua, New Hampshire. And they were a Microsoft goal partner. And that is actually how I got into big tech world. We ran on exchange, for everybody who knows that term exchange, and we were a large small partner, but large in the world of exchange. And those were the days when you would, the late nineties, you would go and be in the same room with Bill Gates and Steve Ballmer. And I really fell in love with Microsoft back then. I thought to myself, wow, if I could work for a big tech company, I got to hear Bill on stage about saving, he would talk about saving the world. And guess what my next step was? I actually got a job at Microsoft, took a pay cut and a job downgrade. I tell this story all the time. Took like three downgrades in my role. I had been a SVP and went to a manager, and it's one of the best moves I ever made. And I shared that because I really didn't know the world of big tech, and I had to start from the ground up and relearn it. I did that, I just really loved that job. I was at Microsoft from 2000 to 2010, where I eventually ran all of the U.S. federal government business, which was a multi-billion dollar business. And then I had the great privilege of meeting an amazing man, Andy Jassy, who I thought was just unbelievable in his insights and knowledge and openness to understanding new markets. And we talked about government and how government needed the same great technology as every startup. And that led to me going to work for Andy in 2010 and starting up our worldwide public sector business. And I pinch myself some days because we went from two people, no offices, to the time I left we had over 10,000 people, billions in revenue, and 172 countries and had done really amazing work. I think changing the way public sector and government globally really thought about their use of technology and Cloud computing in general. And that kind of has been my career. You know, I was there till 2020, 21 and then did a small stint at Splunk, a small stint back at Microsoft doing a couple projects for Microsoft with CEO, Satya Nadella, who is also an another amazing CEO and leader. And then Dave called me, and I'm at Flexport, so I couldn't be more honored, John. I've just had such an amazing career working with amazing individuals. >> Yeah, I got to say the Amazon One well-documented, certainly by theCUBE and our coverage. We watched you rise and scale that thing. And like I said at a time, this will when we look back as a historic run because of the build out. I mean as a zero to massive billions at a historic time where government was transforming, I would say Microsoft had a good run there with Fed, but it was already established stuff. Federal business was like, you know, blocking and tackling. The Amazon was pure build out. So I have to ask you, what was your big learnings? Because one, you're a Seattle big tech company kind of entrepreneurial in the sense of you got, here's some working capital seed finance and go build that thing, and you're in DC and you're a woman. What did you learn? >> I learned that you really have to have a lot of grit. You, my mom and dad, these are kind of more southern roots words, but stick with itness, you know. you can't give up and no's not in your vocabulary. I found no is just another way to get to yes. That you have to figure out what are all the questions people are going to ask you. I learned to be very patient, and I think one of the things John, for us was our secret sauce was we said to ourselves, if we're going to do something super transformative and truly disruptive, like Cloud computing, which the government really had not utilized, we had to be patient. We had to answer all their questions, and we could not judge in any way what they were thinking because if we couldn't answer all those questions and prove out the capabilities of Cloud computing, we were not going to accomplish our goals. And I do give so much credit to all my colleagues there from everybody like Steve Schmidt who was there, who's still there, who's the CISO, and Charlie Bell and Peter DeSantis and the entire team there that just really helped build that business out. Without them, you know, we would've just, it was a team effort. And I think that's the thing I loved about it was it was not just sales, it was product, it was development, it was data center operations, it was legal, finance. Everybody really worked as a team and we were on board that we had to make a lot of changes in the government relations team. We had to go into Capitol Hill. We had to talk to them about the changes that were required and really get them to understand why Cloud computing could be such a transformative game changer for the way government operates globally. >> Well, I think the whole world and the tech world can appreciate your work and thank you later because you broke down those walls asking those questions. So great stuff. Now I got to say, you're in kind of a similar role at Flexport. Again, transformative supply chain, not new. Computing wasn't new when before Cloud came. Supply chain, not a new concept, is undergoing radical change and transformation. Online, software supply chain, hardware supply chain, supply chain in general, shipping. This is a big part of our economy and how life is working. Similar kind of thing going on, build out, growth, scale. >> It is, it's very much like that, John, I would say, it's, it's kind of a, the model with freight forwarding and supply chain is fairly, it's not as, there's a lot of technology utilized in this global supply chain world, but it's not integrated. You don't have a common operating picture of what you're doing in your global supply chain. You don't have easy access to the information and visibility. And that's really, you know, I was at a conference last week in LA, and it was, the themes were so similar about transparency, access to data and information, being able to act quickly, drive change, know what was happening. I was like, wow, this sounds familiar. Data, AI, machine learning, visibility, common operating picture. So it is very much the same kind of themes that you heard even with government. I do believe it's an industry that is going through transformation and Flexport has been a group that's come in and said, look, we have this amazing idea, number one to give access to everyone. We want every small business to every large business to every government around the world to be able to trade their goods, think about supply chain logistics in a very different way with information they need and want at their fingertips. So that's kind of thing one, but to apply that technology in a way that's very usable across all systems from an integration perspective. So it's kind of exciting. I used to tell this story years ago, John, and I don't think Michael Dell would mind that I tell this story. One of our first customers when I was at Keyfile Corporation was we did workflow and document management, and Dell was one of our customers. And I remember going out to visit them, and they had runners and they would run around, you know, they would run around the floor and do their orders, right, to get all those computers out the door. And when I think of global trade, in my mind I still see runners, you know, running around and I think that's moved to a very digital, right, world that all this stuff, you don't need people doing this. You have machines doing this now, and you have access to the information, and you know, we still have issues resulting from COVID where we have either an under-abundance or an over-abundance of our supply chain. We still have clogs in our shipping, in the shipping yards around the world. So we, and the ports, so we need to also, we still have some clearing to do. And that's the reason technology is important and will continue to be very important in this world of global trade. >> Yeah, great, great impact for change. I got to ask you about Flexport's inclusion, diversity, and equity programs. What do you got going on there? That's been a big conversation in the industry around keeping a focus on not making one way more than the other, but clearly every company, if they don't have a strong program, will be at a disadvantage. That's well reported by McKinsey and other top consultants, diverse workforces, inclusive, equitable, all perform better. What's Flexport's strategy and how are you guys supporting that in the workplace? >> Well, let me just start by saying really at the core of who I am, since the day I've started understanding that as an individual and a female leader, that I could have an impact. That the words I used, the actions I took, the information that I pulled together and had knowledge of could be meaningful. And I think each and every one of us is responsible to do what we can to make our workplace and the world a more diverse and inclusive place to live and work. And I've always enjoyed kind of the thought that, that I could help empower women around the world in the tech industry. Now I'm hoping to do my little part, John, in that in the supply chain and global trade business. And I would tell you at Flexport we have some amazing women. I'm so excited to get to know all. I've not been there that long yet, but I'm getting to know we have some, we have a very diverse leadership team between men and women at Dave's level. I have some unbelievable women on my team directly that I'm getting to know more, and I'm so impressed with what they're doing. And this is a very, you know, while this industry is different than the world I live in day to day, it's also has a lot of common themes to it. So, you know, for us, we're trying to approach every day by saying, let's make sure both our interviewing cycles, the jobs we feel, how we recruit people, how we put people out there on the platforms, that we have diversity and inclusion and all of that every day. And I can tell you from the top, from Dave and all of our leaders, we just had an offsite and we had a big conversation about this is something. It's a drum beat that we have to think about and live by every day and really check ourselves on a regular basis. But I do think there's so much more room for women in the world to do great things. And one of the, one of the areas, as you know very well, we lost a lot of women during COVID, who just left the workforce again. So we kind of went back unfortunately. So we have to now move forward and make sure that we are giving women the opportunity to have great jobs, have the flexibility they need as they build a family, and have a workplace environment that is trusted for them to come into every day. >> There's now clear visibility, at least in today's world, not withstanding some of the setbacks from COVID, that a young girl can look out in a company and see a path from entry level to the boardroom. That's a big change. A lot than even going back 10, 15, 20 years ago. What's your advice to the folks out there that are paying it forward? You see a lot of executive leaderships have a seat at the table. The board still underrepresented by most numbers, but at least you have now kind of this solidarity at the top, but a lot of people doing a lot more now than I've seen at the next levels down. So now you have this leveled approach. Is that something that you're seeing more of? And credit compare and contrast that to 20 years ago when you were, you know, rising through the ranks? What's different? >> Well, one of the main things, and I honestly do not think about it too much, but there were really no women. There were none. When I showed up in the meetings, I literally, it was me or not me at the table, but at the seat behind the table. The women just weren't in the room, and there were so many more barriers that we had to push through, and that has changed a lot. I mean globally that has changed a lot in the U.S. You know, if you look at just our U.S. House of Representatives and our U.S. Senate, we now have the increasing number of women. Even at leadership levels, you're seeing that change. You have a lot more women on boards than we ever thought we would ever represent. While we are not there, more female CEOs that I get an opportunity to see and talk to. Women starting companies, they do not see the barriers. And I will share, John, globally in the U.S. one of the things that I still see that we have that many other countries don't have, which I'm very proud of, women in the U.S. have a spirit about them that they just don't see the barriers in the same way. They believe that they can accomplish anything. I have two sons, I don't have daughters. I have nieces, and I'm hoping someday to have granddaughters. But I know that a lot of my friends who have granddaughters today talk about the boldness, the fortitude, that they believe that there's nothing they can't accomplish. And I think that's what what we have to instill in every little girl out there, that they can accomplish anything they want to. The world is theirs, and we need to not just do that in the U.S., but around the world. And it was always the thing that struck me when I did all my travels at AWS and now with Flexport, I'm traveling again quite a bit, is just the differences you see in the cultures around the world. And I remember even in the Middle East, how I started seeing it change. You've heard me talk a lot on this program about the fact in both Saudi and Bahrain, over 60% of the tech workers were females and most of them held the the hardest jobs, the security, the architecture, the engineering. But many of them did not hold leadership roles. And that is what we've got to change too. To your point, the middle, we want it to get bigger, but the top, we need to get bigger. We need to make sure women globally have opportunities to hold the most precious leadership roles and demonstrate their capabilities at the very top. But that's changed. And I would say the biggest difference is when we show up, we're actually evaluated properly for those kind of roles. We have a ways to go. But again, that part is really changing. >> Can you share, Teresa, first of all, that's great work you've done and I wan to give you props of that as well and all the work you do. I know you champion a lot of, you know, causes in in this area. One question that comes up a lot, I would love to get your opinion 'cause I think you can contribute heavily here is mentoring and sponsorship is huge, comes up all the time. What advice would you share to folks out there who were, I won't say apprehensive, but maybe nervous about how to do the networking and sponsorship and mentoring? It's not just mentoring, it's sponsorship too. What's your best practice? What advice would you give for the best way to handle that? >> Well yeah, and for the women out there, I would say on the mentorship side, I still see mentorship. Like, I don't think you can ever stop having mentorship. And I like to look at my mentors in different parts of my life because if you want to be a well-rounded person, you may have parts of your life every day that you think I'm doing a great job here and I definitely would like to do better there. Whether it's your spiritual life, your physical life, your work life, you know, your leisure life. But I mean there's, and there's parts of my leadership world that I still seek advice from as I try to do new things even in this world. And I tried some new things in between roles. I went out and asked the people that I respected the most. So I just would say for sure have different mentorships and don't be afraid to have that diversity. But if you have mentorships, the second important thing is show up with a real agenda and questions. Don't waste people's time. I'm very sensitive today. If you're, if you want a mentor, you show up and you use your time super effectively and be prepared for that. Sponsorship is a very different thing. And I don't believe we actually do that still in companies. We worked, thank goodness for my great HR team. When I was at AWS, we worked on a few sponsorship programs where for diversity in general, where we would nominate individuals in the company that we felt that weren't, that had a lot of opportunity for growth, but they just weren't getting a seat at the table. And we brought 'em to the table. And we actually kind of had a Chatham House rules where when they came into the meetings, they had a sponsor, not a mentor. They had a sponsor that was with them the full 18 months of this program. We would bring 'em into executive meetings. They would read docs, they could ask questions. We wanted them to be able to open up and ask crazy questions without, you know, feeling wow, I just couldn't answer this question in a normal environment or setting. And then we tried to make sure once they got through the program that we found jobs and support and other special projects that they could go do. But they still had that sponsor and that group of individuals that they'd gone through the program with, John, that they could keep going back to. And I remember sitting there and they asked me what I wanted to get out of the program, and I said two things. I want you to leave this program and say to yourself, I would've never had that experience if I hadn't gone through this program. I learned so much in 18 months. It would probably taken me five years to learn. And that it helped them in their career. The second thing I told them is I wanted them to go out and recruit individuals that look like them. I said, we need diversity, and unless you all feel that we are in an inclusive environment sponsoring all types of individuals to be part of this company, we're not going to get the job done. And they said, okay. And you know, but it was really one, it was very much about them. That we took a group of individuals that had high potential and a very diverse with diverse backgrounds, held 'em up, taught 'em things that gave them access. And two, selfishly I said, I want more of you in my business. Please help me. And I think those kind of things are helpful, and you have to be thoughtful about these kind of programs. And to me that's more sponsorship. I still have people reach out to me from years ago, you know, Microsoft saying, you were so good with me, can you give me a reference now? Can you talk to me about what I should be doing? And I try to, I'm not pray 100%, some things pray fall through the cracks, but I always try to make the time to talk to those individuals because for me, I am where I am today because I got some of the best advice from people like Don Byrne and Linda Zecker and Andy Jassy, who were very honest and upfront with me about my career. >> Awesome. Well, you got a passion for empowering women in tech, paying it forward, but you're quite accomplished and that's why we're so glad to have you on the program here. President and Chief Commercial Officer at Flexport. Obviously storied career and your other jobs, specifically Amazon I think, is historic in my mind. This next chapter looks like it's looking good right now. Final question for you, for the few minutes you have left. Tell us what you're up to at Flexport. What's your goals as President, Chief Commercial Officer? What are you trying to accomplish? Share a little bit, what's on your mind with your current job? >> Well, you kind of said it earlier. I think if I look at my own superpowers, I love customers, I love partners. I get my energy, John, from those interactions. So one is to come in and really help us build even a better world class enterprise global sales and marketing team. Really listen to our customers, think about how we interact with them, build the best executive programs we can, think about new ways that we can offer services to them and create new services. One of my favorite things about my career is I think if you're a business leader, it's your job to come back around and tell your product group and your services org what you're hearing from customers. That's how you can be so much more impactful, that you listen, you learn, and you deliver. So that's one big job. The second job for me, which I am so excited about, is that I have an amazing group called flexport.org under me. And flexport.org is doing amazing things around the world to help those in need. We just announced this new funding program for Tech for Refugees, which brings assistance to millions of people in Ukraine, Pakistan, the horn of Africa, and those who are affected by earthquakes. We just took supplies into Turkey and Syria, and Flexport, recently in fact, just did sent three air shipments to Turkey and Syria for these. And I think we did over a hundred trekking shipments to get earthquake relief. And as you can imagine, it was not easy to get into Syria. But you know, we're very active in the Ukraine, and we are, our goal for flexport.org, John, is to continue to work with our commercial customers and team up with them when they're trying to get supplies in to do that in a very cost effective, easy way, as quickly as we can. So that not-for-profit side of me that I'm so, I'm so happy. And you know, Ryan Peterson, who was our founder, this was his brainchild, and he's really taken this to the next level. So I'm honored to be able to pick that up and look for new ways to have impact around the world. And you know, I've always found that I think if you do things right with a company, you can have a beautiful combination of commercial-ity and giving. And I think Flexport does it in such an amazing and unique way. >> Well, the impact that they have with their system and their technology with logistics and shipping and supply chain is a channel for societal change. And I think that's a huge gift that you have that under your purview. So looking forward to finding out more about flexport.org. I can only imagine all the exciting things around sustainability, and we just had Mobile World Congress for Big Cube Broadcast, 5Gs right around the corner. I'm sure that's going to have a huge impact to your business. >> Well, for sure. And just on gas emissions, that's another thing that we are tracking gas, greenhouse gas emissions. And in fact we've already reduced more than 300,000 tons and supported over 600 organizations doing that. So that's a thing we're also trying to make sure that we're being climate aware and ensuring that we are doing the best job we can at that as well. And that was another thing I was honored to be able to do when we were at AWS, is to really cut out greenhouse gas emissions and really go global with our climate initiatives. >> Well Teresa, it's great to have you on. Security, data, 5G, sustainability, business transformation, AI all coming together to change the game. You're in another hot seat, hot roll, big wave. >> Well, John, it's an honor, and just thank you again for doing this and having women on and really representing us in a big way as we celebrate International Women's Day. >> I really appreciate it, it's super important. And these videos have impact, so we're going to do a lot more. And I appreciate your leadership to the industry and thank you so much for taking the time to contribute to our effort. Thank you, Teresa. >> Thank you. Thanks everybody. >> Teresa Carlson, the President and Chief Commercial Officer of Flexport. I'm John Furrier, host of theCUBE. This is International Women's Day broadcast. Thanks for watching. (upbeat outro music)

>>The transformation of Dell into Dell emc. And now Dell Technologies has been one of the most remarkable stories in the history of the enterprise technology industry. The company has gone from a Wall Street darling rocket ship PC company to a Midling enterprise player, forced to go private to a debt laden powerhouse that controlled one of the most valuable assets in enterprise tech i e VMware, and now is a hundred billion dollar giant with a low margin business. A strong balance sheet in the broadest hardware portfolio in the industry and financial magic that Dell went through would make anyone's head spin. The last lever of Dell EMC of the Dell EMC deal was detailed in Michael Dell's book Play Nice But Win in a captivating chapter called Harry You and the Bolt from the Blue Michael Dell described how he and his colleagues came up with the final straw of how to finance the deal. >>If you haven't read it, you should. And of course, after years of successfully integrating EMC and becoming VMware's number one distribution channel, all of this culminated in the spin out of VMware from Dell and a massive wealth creation milestone pending, of course the Broadcom acquisition of VMware. So where's that leave Dell and what does the future look like for this technology powerhouse? Hello and welcome to the Cube's exclusive coverage of Dell Technology Summit 2022. My name is Dave Ante and I'll be hosting the program. Now today in conjunction with the Dell Tech Summit, we're gonna hear from four of Dell's senior executives, Tom Sweet, who's the CFO of Dell Technologies. He's gonna share his views on the company's position and opportunities going forward. He's gonna answer the question, why is Dell a good long-term investment? Then we'll hear from Jeff Boudreau, who's the president of Dell's ISG business. >>That unit is the largest profit driver of Dell. He's gonna talk about the product angle and specifically how Dell is thinking about solving the multi-cloud challenge. And then Sam Groot, who is the senior vice president of marketing, will come on the program and give us the update on Apex, which is Dell's as a service offering, and then the new Edge platform called Project Frontier. Now it's also cyber security Awareness month that we're gonna see if Sam has, you know, anything to say about that. Then finally, for a company that's nearly 40 years old, Dell actually has some pretty forward thinking philosophies when it comes to its culture and workforce. And we're gonna speak with Jen Vera, who's Dell's chief Human Resource Resource Officer about hybrid work and how Dell is thinking about the future of work. However, before we get into all this, I wanna share our independent perspectives on the company and some research that we'll introduce to frame the program. >>Now, as you know, we love data here at the cube and one of our partners, ETR has what we believe is the best spending intentions data for enterprise tech. So here's a graphic that shows ET R'S proprietary net score methodology in the vertical access. That's a measure of spending velocity. And on the X axis, his overlap of pervasiveness in the data sample, this is a cut for just the server, the storage, and the client sectors within the ETR taxonomy. So you can see Dell CSG products, laptops in particular are dominant on both the X and the Y dimensions. CSG is the client solutions group and accounts for nearly 60% of Dell's revenue and about half of its operating income. And then the arrow signifies that dot, that represents Dell's ISG business that we're gonna talk to Jeff Boudro about. That's the infrastructure solutions group. Now, ISG accounts for the bulk of of the remainder of Dell's business, and it is, it's, as I said, it's most profitable from a margin standpoint. >>It comprises the EMC storage business as well as the Dell server business and Dell's networking portfolio. And as a note, we didn't include networking in that cut had we done. So Cisco would've dominated the graphic. And frankly, Dell's networking business isn't industry leading in the same way that PCs, servers and storage are. And as you can see, the data confirms the leadership position Dell has in its client side, its server and its storage sectors. But the nuance is look at that red dotted line at 40% on the vertical axis that represents a highly elevated net score, and every company in the sector is below that line. Now we should mention that we also filtered the data for those companies with more than a hundred mentions in the survey, but the point remains the same. This is a mature business that generally is lower margin storage is the exception, but cloud has put pressure on margins even in that business in addition to the server space. >>The last point on this graphic is we put a box around VMware and it's prominently present on both the X and Y dimensions. VMware participates with purely software defined high margin offerings in this, in these spaces, and it gives you a sense of what might have been had Dell chosen to hold onto that asset or spin it into the company. But let's face it, the alternatives from Michael Dell were just too attractive and it's unlikely that a spin in would've unlocked the value in the way a spinout did, at least not in the near future. So let's take a look at the snapshot of Dell's financials. To give you a sense of where the company stands today, Dell is a company with over a hundred billion in revenue. Last quarter, it did more than 26 billion in revenue and grew at a quite amazing 9% rate for a company that size. >>But because it's a hardware company, primarily its margins are low with operating income, 10% of revenue, and at 21% gross margin with VMware on Dell's income statement before the spin, its gross margins. Were in the low thirties. Now, Dell only spends about 2% of revenue on r and d because because it's so big, it's still a lot of money. And you can see it is cash flow positive. Dell's free cash flow over the trailing 12 month period is 3.7 billion, but that's only 3.5% of trailing 12 month revenue. Dell's Apex, and of course it's hardware maintenance business is recurring revenue and that is only about 5 billion in revenue and it's growing at 8% annually. Now having said that, it's the equivalent of service now's total revenue. Of course, service now is 23% operating margin and 16% free cash flow margin and more than 5 billion in cash on the balance sheet and an 85 billion market cap. >>That's what software will do for you. Now Dell, like most companies, is staring at a challenging macro environment with FX headwinds, inflation, et cetera. You've heard the story and hence it's conservative and contracting revenue guidance. But the balance sheet transformation has been quite amazing. Thanks to VMware's cash flow, Michael Dell and his partners from Silver Lake at all, they put up around $4 billion of their own cash to buy EMC for 67 billion, and of course got VMware in the process. Most of that financing was debt that Dell put on its balance sheet to do the transaction to the tune of 46 billion. It added to the, to the balance sheet debt. Now Dell's debt, the core debt net of its financing operation is now down to 16 billion and it has 7 billion in cash in the balance sheet. So dramatic delta from just a few years ago. So pretty good picture. >>But Dell a hundred billion company is still only valued at 28 billion or around 26 cents on the revenue dollar H HP's revenue multiple is around 60 cents on the revenue dollar. HP Inc. Dell's, you know, laptop and PC competitor is around 45 cents. IBM's revenue multiple is almost two times. By the way, IBM has more than 50 billion in debt thanks to the Red Hat acquisition. And Cisco has a revenue multiple, it's over three x, about 3.3 x currently. So is Dell undervalued? Well, based on these comparisons with its peers, I'd say yes and no. Dell's performance relative to its peers in the market is very strong. It's winning and has an extremely adept go to market machine, but it's lack of software content and it's margin profile leads. One to believe that if it can continue to pull some valuation levers while entering new markets, it can get its valuation well above where it is today. >>So what are some of those levers and what might that look like going forward? Despite the fact that Dell doesn't have a huge software revenue component since spinning out VMware and it doesn't own a cloud, it plays in virtually every part of the hardware market and it can provide infrastructure for pr pretty much any application in any use case and pretty much any industry and pretty much any geography in the world and it can serve those customers. So its size is an advantage. However, the history for hardware heavy companies that try to get bigger has some notable failures, namely hp, which had to split into two businesses, HP Inc. And hp E and ibm, which has had in abysmal decade from a performance standpoint and has had to shrink to grow again and obviously do a massive 34 billion acquisition of Red Hat. So why will Dell do any better than these two? >>Well, it has a fantastic supply chain. It's a founder led company, which makes a cultural difference in our view, and it's actually comfortable with a low margin software, light business model. Most certainly, IBM wasn't comfortable with that and didn't have these characteristics, and HP was kind of just incomprehensible at the end. So Dell in my opinion, is a much better chance of doing well at a hundred billion or over, but we'll see how it navigates through the current headwinds as it's guiding down. Apex is essentially Dell's version of the cloud. Now remember, Dell got started late. HPE is further along from a model standpoint with GreenLake, but Dell has a larger portfolio, so they're gonna try to play on that advantage. But at the end of the day, these as a service offerings are simply ways to bring a utility model to existing customers and generate recurring revenue. >>And that's a good thing because customers will be loyal to an incumbent if it can deliver as a service and reduce risk for for customers. But the real opportunity lies ahead, specifically Dell is embracing the cloud model. It took a while, but they're on board as Matt Baker Dell's senior vice president of corporate strategy likes to say it's not a zero sum game. What it means by that is just because Dell doesn't own its own cloud, it doesn't mean Dell can't build value on top of hyperscale clouds, what we call super cloud. And that's Dell's strategy to take advantage of public cloud CapEx and connect on-prem to the cloud, create a unified experience across clouds and out to the edge that's ambitious and technically it's non-trivial. But listen to Dell's vice chairman and Coco, Jeff Clark, explain this vision, please play the clip. >>You said also technology and business models are tied together and enabler. That's if, if you believe that, then you have to believe that it's a business operating system that they want, They want to leverage whatever they can, and at the end of the day there's, they have to differentiate what they do. Well that, that's >>Exactly right. If I take that and what, what Dave was saying and and I, and I summarize it the following way, if we can take these cloud assets and capabilities, combine them in an orchestrated way to delivery a distributed platform, game over, >>Eh, pretty interesting, right? John Freer called it a business operating system. Essentially, I think of it sometimes as a cloud operating system or cloud operating environment to drive new business value on top of the hyperscale CapEx. Now, is it really game over? As Jeff Clark said, if Dell can do that, I'd say if it had that today, it might be game over for the competition, but this vision will take years to play out. And of course it's gotta be funded and now it's gonna take time. And in this industry it tends to move. Companies tend to move in lockstep. So as often as the case, it's gonna come down to execution and Dell's ability to enter new markets that are ideally, at least from my perspective, higher margin data management, extending data protection into cyber security as an adjacency and of course edge at telco slash 5G opportunities. >>All there for the taking. I mean, look, even if Dell doesn't go after more higher margin software content, it can thrive with a lower margin model just by penetrating new markets and throwing off cash from those markets. But by keeping close to customers and maybe through Tuck in acquisitions, it might be able to find the next nugget beyond today's cloud and on-prem models. And the last thing I'll call out is ecosystem. I say here ecosystem, ecosystem, ecosystem. Because a defining characteristic of a cloud player is ecosystem, and if Apex is Dell's cloud, it has the opportunity to expand that ecosystem dramatically. This is one of the company's biggest opportunities and challenges. At the same time, in my view, it's just scratching the surface on its partner ecosystem. And it's ecosystem today is is both reseller heavy and tech partner heavy. And that's not a bad thing, but in a, but it's starting to evolve more rapidly. >>The snowflake deal is an example of up to stack evolution, but I'd like to see much more out of that snowflake relationship and more relationships like that. Specifically I'd like to see more momentum with data and database. And if we live at a data heavy world, which we do, where the data and the database and data management offerings, you know, coexist and are super important to customers, like to see that inside of Apex, like to see that data play beyond storage, which is really where it is today and it's early days. The point is with Dell's go to market advantage, which which company wouldn't treat Dell like the on-prem hybrid edge super cloud player that I wanna partner with to drive more business. You'd be crazy not to, but Dell has a lot on its plate and we'd like to see some serious acceleration on the ecosystem front. In other words, Dell as both a selling partner and a business enabler with its platform, its programmable infrastructure as a service. And that is a moving target that will rapidly involve. And of course we'll be here watching and reporting. So thanks for watching this preview of Dell Technology Summit 2022. I'm Dave Vte. We hope you enjoy the rest of the program.

welcome back everyone to thecube's live coverage in san francisco for vmware explorer 2022 formerly vmworld i'm john furrier david live dave 12 years we've been covering this event formerly vmware first time in west now it's explore we've been in north we've been in south we've been in vegas multi-cloud is now the exploration vmware community is coming in john siegel svp at dell cube alumni dave mccraw vp at vmware guys thanks for coming back both cube alumni it's great to see you very senior organizations senior roles in the organizations of vmware and dell one year since the split great partnership continuing i mean some of the conversations we've been having over the past few years is that control plane the management layer making everything work together it's essentially been the multi-cloud hybrid cloud story what's the update what's how's the partnership look yeah i you know i just to start off i mean i would say i don't think our partnership's been any has ever been any better um if you look at you mention our vision very much a shared vision in terms of the multi-cloud world and i don't think we've ever had more joint innovation projects at one time i think we have over 40 now dave that are going on across multi-cloud ai cyber security uh modern applications and and uh you know here just at you just vmworld vmware explorer we have over 30 uh vmware sessions that are featuring dell um and this is i think more than we've ever had so look i think um there's a lot of momentum there and we're really looking forward to what's to come so you guys obviously spent a lot of time together when vmware was part of dell and then you've been it's been a year since the spin and then you codified i think it was a five-year agreement you know so you had some time to figure that out and then put it into paper so you just kind of quantified some of the stuff that's going on but now we're entering a yet another phase so that that that that agreement's probably more important than ever now i mean list in terms of getting it documented and an understanding right yeah that agreement really defines a framework for solution development and for go to market so we've been doing it and refining it for the last five years so now you know putting and codifying it into a written signed agreement it basically is instantiating what we've been doing that we know works uh where we can drive uh solution development we can drive deep architectural co-innovation together as well and as john said across multiple you know project and solution areas so we we've been talking to years to you know a lot of these strat guys guys like matt baker about things like you know you see aws do nitro and then of course project monterey and and i know that you guys have had a you know a big sort of input into that and so now to see it come to fruition is is huge because you know from our view it's the future of computing architectures how do you handle you know data rich applications ai applications that's what are your thoughts on here i couldn't agree more uh project monterey is a great example of how we're innovating together we just talked about i mean first of all it's all so we have vxrail which let's let's start there right we have over 19 000 joint customers right now we continue to innovate more and more on the vxrail architecture great example of that as our partnership with project monterey and taking essentially vsphere 8 and running it for the first time on an hci system directly on the dp used itself right on the dpus ability now to offload nsxt from from the cpus to the dpus uh hope you know in the short term first of all great benefits for customers in terms of better performance but as you just mentioned it's game changing in terms of laying the foundation for the future architectures that we plan on together helping out customers there's one other dynamic for you on is um and it's not unique to dell but dell's the biggest you know supply supplier partner etc but you're able to take vmware software and drive it through your business and and that enables you to get more subscription revenue and makes it stickier and that's a really important change from you know 10 years ago yeah and it's it's a combination as you know of dell software and vmware software together absolutely and i think what's with this is a game-changing innovation that you can run on top of our joint system vxrail if you will um and now what our customers can expect is life cycle automation of now you know the dpus as well as tanzu as well as everything else we layer on top of that core foundation that we have over 19 000 customers running today so i mean like that 19 000 number i want to get back up to the vx rail and you mentioned vsphere that's big news here this year vsphere 8 big release a lot of going on what's the hci angle you mentioned that what's in it for the customer what does that mean for the folks here because let's face it the vsphere aids got everyone in that they've all the v-sections are going going crazy right another vsphere release getting training they have the labs here what's it mean for the customers what's the value there with that hci solution with the gpus well first of all vsphere 8 as we know it has a lot of goodies in it but you know what what i think to me what's been most powerful about this is the ability to run vsphere 8 uh and and specifically on the dpus now you can run it it is open up all new possibilities now and so that nsxt that i mentioned you know running that on gpus opens up a whole new uh architecture now for our customers going forward and now really sets us up for modern distributed architecture for the future so like edge okay yeah and vsphere 8 brings in you know cloud connectivity as well so you know customers can run in a cloud disconnected mode they can run in a cloud connected mode so you know that's going to bring in the ability to do specialized things on security cycle management there's a whole series of services that can now be added as well as you know leveraging you know vcenter management capabilities so what's happening at the edge we had i think it was lows on hotel tech world right okay good not the other one um but so so that's got to be exploding now with that with that because it just changes the game for for these stores there's i mean retail uh manufacturing maybe you can give us an update on there's so much happening on the edge side as you know i mean that's where most of the a lot of the innovations happening right now is at the edge and a lot of the companies we talked to 8x right 8x expectation of increase in uh edge workloads over the next and the data challenge too and the data challenge is huge so you heard about the innovations with vsphere 8. in addition to that we just introduced today as well the smallest vx rail for the edge ever this thing is it's like think picture a couple eight and a half by 11 notebooks not much not much you know maybe a little wider than that but not much more um you know these these are stacked on top of each other these are you can rack and stack and mount these things anywhere and it also is the first aci system that has you know a built-in hardware witness so this helps set it up for environments that are you know network bandwidth constrained or have high high latency no longer an issue next gen app is going to want to have a local data server at the edge right and with compute there right high performance right right so now you're getting it across the wire yes you get racket stack a couple of these small things i mean they can they can fit into like a you know clark kent's briefcase right these things are so small um you want to do the analytics on site and return responses back you don't want to be moving massive data payloads off the egg so you got to have the right level of compute to run machine learning algorithms and and do the analytics type work that you want to do to make local decisions yeah i mean we just had david lithimon who was one of the keynote speakers here at the event and we've been talking about super cloud and multi-cloud meta cloud all the different versions of what we see as this next-gen and this brings up a point of like his advice to young people learn how multi-cloud learn about system architecture because if you can figure out how to put it together you're going to have to make more money anyway that this whole edge piece opens up huge challenges and opportunities around how do you configure these next-gen apps what does the ai look like what's the data architecture this is not like get some training curriculum online and you get you know 101 and you're getting a job no this is more complicated but with the hardware you guys make it easier so where's the complexity shift between having a powerful edge device like the vxrail with the vsphere what's the ec button on that like how do you guys what's the vision because this is going to be a major battleground this whole edge piece yeah it's going to be huge well i think when you look at the innovation that dell is bringing to market with technologies like outlander and then designing that into vxrail and then you combine that with our tonzu capabilities to manage development and deployment of applications this is about heterogeneous deployment and management at scale of applications with technologies like tons of mission control then deploying service mesh right for security being able to use sassy to be able to secure you know with cloud security over the wire so it's bringing together multiple technologies to deliver simplicity to the customer the ability to go one to many you know in terms of being able to deploy and manage and update whether that's a security patch or an application update and do that very rapidly at a low cost so the benefit with this solution now just putting this together is i can ship a box small and or stack them and essentially it's done remotely it's that's provision the provisioning issues not a truck roll as they say or professional services enabled you can just drop that out there and this is where the customers need to be yeah that absolutely is that the vision don't get that right exactly you don't you don't need the you don't need the skills yeah you don't need the specialized skills you don't need a lot of space you don't need you know high network bandwidth all these things right all these innovations that we're talking about here um really combined into really enabling a whole new whole new future here for edge is are you doing apex now is that i think thickest part sure part of yours okay so um is apex fitting into the to the edge how does it fit yeah i mean well first of all you know a lot of what we talked with apex is really about a consumption a way to ensure there's a common cloud experience wherever the data is and where the applications are and so absolutely edge fits into this as well and so we have we have common ways to consume our infrastructure today our joint infrastructure whether it's in the data center at the edge um or you know uh in the cloud usain ragu when he was on i said it was great keynote loved it one of the things that i didn't think there was enough of was security and he's like yeah we only had so much time but vmware is a very strong security story we heard a really strong security story at dell tech world i mean half the innovations and the new you know storage products were security and the new os's and it was impressive what what's how are you guys working together on security is that one of those let me give you a few key things you know our teams are working together at the engineer to engineer level you know reference architectures for zero trust as an example being able to look you know hardware root of trust up into the application layer right so we're looking at really defense in depth here you know i mentioned what we're doing with sassy right with cloud security capabilities so you really have to look at this from the edge to the core with the you know from a networking perspective getting the network the insights on things that maybe anomalies that may be happening on the network so using our network insight technology you know uh nsx and then being able to ultimately uh have a secure development pipeline as well i mean you we all know about the supply chain attacks that happen right and so being able to have a you know secure pipeline for development is critical for both of our companies working together i think the tan zoo and you mentioned the developer self-service that experience combined with kind of the power of the dell you know let's face it the boxes are awesome hardware matters and software matters so bringing that expertise together michael daley always used to say on thecube better together in respect to vmware and dell a lot of fruit has been born from that labor right specifically around and now when you add the tan zoo and you get vsphere you got the operational excellence you got the you got the performance and scale with the dell boxes and hardware and software and now you've got the tan zoo what's missing or is it all there now i mean where how would you how would you guys peg the progress bar is it like it's all rocking right now or or i'd say you're never done first of all but i you know i look at some of the innovations that we've brought to market recently where we've are combining and stacking these technologies into a more defense in-depth like solution you know bringing nsx onto vxrail so that you can flip a switch easily and light up the firewall the new plug-in yeah that's a great example simple simple um carbon black workload another example where we're taking carbon black technology that was typically on endpoints you know on pcs bringing that into the data center right and leveraging all the analytics and insights around you know being able to identify anomalies and then remediate those anomalies so we're seeing very good traction with those and the cloud native developers containers they're all native container working with compute and container storage object store in the cloud kubernetes we've embraced it yeah i mean yeah containers running containers and vms on the same infrastructure common way to manage it all i mean that that's been a big part of it as well obviously a lot of the focus that dell's bringing here as well is is the inability to run that stack easily right you heard the announcement on uh tanzu for kubernetes operators right earlier today tko we call it uh you know that running on vxrail now is really targeted at the i.t operator in allowing them to easily stand up a self-service developer devops environment on vxrail going forward and then a piece that might be invisible to them is back to monterey isolation right encryption and data moving you know absolutely storage the security the compute right the management right that's that's a complete and it's about reducing attack services as well right the security perspective as well when you when you're moving nsxt onto a dpu you're doing that as well so there's it takes the little things right at the end of the day security is a mindset up across both companies in terms of how we approach our architectures um and it's the you know a lot of times it's the little things as well that we make sure right so shared vision working at the engineering levels together for many many years know that you guys are validating more of that coming what's next take us through okay we're here 2022 we got super cloud multi-cloud hybrid full throttle right now it's hybrid's a steady state that's cloud operations infrastructure as code has happened it's happening what's next for you guys in the relationship can you share a little bit that you can if you can what we can expect what you see uh with monterrey is the start of a re-architecting of i.t infrastructure not just in the data center but also at the edge right these technologies will move out and be pervasive you know across i think edge to colo to core data center to cloud right and so that's a starting point now we're looking at memory tiering right i think we talked last time about capitola and memory tiering and you know being able to bring that forward uh being able to do more with confidential computing as an example right secure enclaves and confidential computing so you know a lot of this is focused around simplicity and security going forward and ease of management around take the heavy lifting away from the customer abstract that in offer the power and performance that's right and it's going to come down to delivering time to value for our customers you know can we cut that time to value by 25 50 percent so they can be in production faster yeah i think project monterey is something we'll be building on for a long time right i mean this is the start of a major new future architecture of these companies so if you had to pick one we have 40 initiatives that are joined together real literally project monterey is one of my favorites for sure in terms of what it's going to do not just for that common cloud experience but for the edge and and we talked a lot about the edge today and where that's headed you think it's going to explode up new apps i really do think so well it's going to put you in a new it's going to put in curve yeah absolutely right and operationally uh security wise um from a modern apps perspective i mean all it checks all the boxes and it's going to allow us to to help and take our existing customers on that journey as well what's great about this conversation we've been following both you guys for a long time and your companies and and technology upgrades and and the business impact and open source and all doing all this for customers but the wave that's coming we're seeing the expo hall here i mean it's people are really excited they're enthused they're committed highly confident that this this wave is coming they kind of see it people kind of seeing the fog lift they're seeing money making value creation people kind of feeling more comfortable but still a little nervous around you know what's coming next because it's still uncertainty but pretty good ecosystem i'd have to say that's pretty pretty interesting yeah a lot of them are excited about you know what they can do at the edge and how they can differentiate their businesses i mean that's right well congratulations guys thanks for coming on thecube and sharing the update thank you it more innovation it's not stopping here at vmware explorer dell and vm we're continuing to have that kind of relationship joint engineering it's all coming together and you can mix and match this and the stack but it's ultimately going to be cloud operations edge is the action of course hybrid cloud as well it's thecube thanks for watching [Music] you