Amit Walia, Informatica | CUBEConversations, May 2019
(funky guitar music) >> From our studios, in the heart of Silicon Valley, Palo Alto, California, This is theCUBE conversation. >> Everyone welcome to this CUBE conversation here in Palo Alto, California CUBE studios, I'm John Furrier, the host of theCUBE. Were with CUBE alumni, special guest Amit Walia, President of Products & Marketing at Informatica. Amit, it's great to see you. It's been a while. It's been a couple of months, how's things? >> Good to be back as always. >> Welcome back. Okay, Informatica worlds is coming up, we have a whole segment on that but we have been covering you guys for a long long time, data is at the center of the value proposition again and again, it's more amplified now, the fog is lifting. >> Sure. >> And the world is now seeing what we were talking about four years ago. (giggles) >> Yeah. >> With data, what's new? What's the big trends that going on that you guys are doubling down on? What's new, what's changed? Give us the update. >> Sure. I think we have been talking the last couple of years, I think your right, data has becoming more and more important. I think, three things we see a lot. One is obviously, you saw this whole world of digital transformation. I think that has de faintly has picked up so much steam now. I mean, every company is going digital and obviously that creates a whole new paradigm shift for companies to carry out almost recreate themselves, rebuild them, so data becomes the new definition. And that's what we call those things you saw at Infomatica even before data3.org, but data is the center of everything, right? And you see the volume of data growth, you know, the utilization of data to make decisions, whether it's, you know, decisions on the shop floor, decisions basically related to cyber security or whatever it is. And the key to what you see different now is the whole AI assisted data management. I mean the scale of complexity, the scale of growth, you know, multi-cloud, multi-platform, all the stuff that is in front of us, it's really difficult to run the old way of doing things, so that's why we see one thing that we see a whole lot is AI is becoming a lot more mainstream, still early days but it's assisting the whole ability for companies, what I call, exploit data to really become a lot more transformative. >> You have been on this for a while, again we can go back to theCUBE archives, we can almost pull out clips from two years ago, be relevant today, you know, the data control, understanding >> Yeah. >> Understanding where the data governance is-- >> Sure. >> That's always a foundational thing but you guys nailed the chat bots, you have been doing AI was previous announcements, this is putting a lot of pressure on you, the president of the products, you got to get this out there. >> What's new? What's happening inside Informatica? pedaling as fast as you can? What is some of the updates? >> No. >> Gives us the-- >> The best example always is like a duck, right? Your really swimming and feel things are calm at the top and then you are really paddling. No, I think it's great for us. I think, I look at AI's, AI is like, there is so much FUD [fear, uncertainty and doubt] around it and machine learning AI. We look at it as two different ways. One is how we leverage machine learning within our products to help our customers. Making it easy for them, like I said, so many different data types, think of IOT data, unstructured data, streaming data, how do you bring all that stuff together and marry it with your existing transactional data to make sense. So, we're leveraging a lot of machine learning to make the internal products a lot more easier to consume, a lot more smarter, a lot more richer. The second thing is that, we're what we call it our AI, CLAIRE, which we unveiled, if you remember, a couple of years ago at the Informatica World. How that then helps our customers make smarter decisions, you know, in data science and all of these data workbenches, you know, the old statistical models is only as good as they can ever be. So, we leveraging helping our customers see the value proposition of our AI, CLAIRE, then to what I make things that, you know, find patterns, you know, statistical models cannot. So, to me I look at both of those really, leveraging ML to shape our products, which is where we do a lot of innovation and then creating our AI, CLAIRE, to help customers to make smarter decisions, easier decisions, complex decisions, which I called the humans or statistical models, really cannot. >> Well this is the balance with machines and humans. >> Right. >> working together, you guys have nailed this before and I'm, I think this was two years ago. I started to hear the words, land, adopt, expand, form you guys, right? Which is, you got to get adoption. >> Right. >> And so, as you're iterating on this product focus, you got to getting working, making secure your products-- >> Big, big maniacal focus on that one. >> So, tell me what you have learned there because that's a hard thing. >> Right. >> You guy are doing well at it. You got to get adoption, which means you got to listen customers, you got to do the course correction. >> Yeah. >> what's the learnings coming out of that piece of that. >> That's actually such a good point. We've made such, we've always been a customer centric company but as you said, like, as whole world shifted towards a new subscription cloud model, we've really focused on helping our customers adopt our products and you know, in this new world, customers are struggling with new architectures and everything, so we doubled down on what we called customer success. Making sure we can help our customers adopt the products and by the way it's to our benefit. Our customers get value really quickly and of course we believe in what we call a customer for life. Our ability to then grow with our customers and help them deliver value becomes a lot better. So, we really focused, so, we have globally across the board customers, success managers, we really invest in our customers, the moment a customer buys a product from us, we directly engage with them to help them understand for this use case, how you implement the product. >> It's not just self service, that's one thing that I appreciate 'cause I know how hard it is to build products these days, especially with the velocity of change but it's also when you have a large scale data. >> Yeah. >> You need automation, you got to have machine learning, you got to have these disciplines. >> Sure. >> And this is both on your end and but also on the customer. >> Yes. >> Any on the updates on the CLAIRE and some customer learnings you're seeing that are turning into use cases or best practices, what are some of them? >> So many of them. So take a simple example, right? I mean, we think of, we take these things for granted, right? I mean, take note, we don't talk about IOB these days right? All these cell cells, we were streaming data, right? Or even robots on the shop floor. So much of that data has no schema, no structure, no definition, it's coming, right? Netflix data and for customers there is a lot of volume in it, a lot of it could be junk, right? So, how do you first take that volume of data? Create some structure to it for you to do analytics. You can only do analytics if you put some structure to it, right? So, first thing is I've leverage CLAIRE, we help our customers to create, what I call, schema and you can create some structure to it. Then what we do allow is basically CLAIRE through CLAIRE, it can naturally bring what we have the data quality on top of it, like how much of it is irrelevant, how much of it is noise, how much of it really makes sense, so, then, as you said it, signal from the noise We are helping our customers get signal from the noise of data. That's where it AI comes very handy because it's very manual, cumbersome, time consuming and sometimes very difficult to do. So, that's a area we have leveraged creating structure and data quality on top and finding rules that didn't naturally probably didn't exist, that you and me wouldn't be able to see. Machines are able to do it and to your point, our belief is, this is my 100% belief, we believe AI assisting the humans. We have given the value of CLAIRE to our users, so it complements you and that's where we are trying to help our users get more productive and deliver more value to you faster. >> Productivity is multifold, it's like, also, efficiency, people wasting time on project that can be automated, so you can focus that valuable resource somewhere else. >> Yeah. >> Okay, let's shift gears onto Informatica World coming up. Let's spend some time on that. What's the focus this year, the show, it's coming up, right around the corner, what's going to be the focus? What's going to be the agenda? What's on the plate? >> Give you a quick sense on how it's shape up, it's probably going to be our Informatica World. So, it's 20th year, again back in Waze, you know, we love Waze of course. We have obviously, a couple of days lined up over there, I know you guys will be there too. A great set of speakers. Obviously, we will have me on stage, speakers like, we'll have some, the CEO of Google Cloud, Thomas Kurian is going to be there, we'll have on the main stage with Anil, we'll have the CEO of Databricks, Ali, with me, we'll also have CMO of AWS, Ariel, there, then we have a couple of customers lined up, Simon from Credit Suisse, Daniel is the CDO of Nissan, we also have the Head of AI, Simon Guggenheimer from Microsoft as well as the Chief Product Officer of Tableau, Francois Ajenstat, so, we have a great line up of speakers, customers and some of our very very strategic partners with us. If you remember last year, We also had Scott Guthrie there main stage. 80 plus sessions, pretty much 90% lead by customers. We have 70 to 80 customers presenting. >> Technical sessions or going to be a Ctrack? >> Technical, business, we have all kinds of tracks, we have hands on labs, we have learnings, customers really want to learn our products, talk with the experts, some want to the product managers, some want to talk to the engineers, literally so many hands on labs, so, it's going to be a full blown couple of days for us. >> What's the pitch for someone watching that never been Informatica World? Why should they come for the show? >> I'll always tell them three things. Number one is that, it's a user conference for our customers to learn all things about data management and of course in that context they learn a lot about. So, they learn a lot about the industry. So, day one we kick it off by market perspectives. We are giving a sense on how the market is going, how everybody is stepping back from the day to and understanding, where are these digital transformation, AI, where is all the world of data going. We've got some great annalists coming, talkings, some customers talking, we are talking about futures over there. Then it is all about hands on learning, right?, learning about the product. Hearing from some of these experts, right?, from the industry experts as well as our customers, teaching what to do and what not to do and networking, it's always go to network, right, it's a great place for people to learn from each other. So, it's a great forum for all those three things but the theme this year is all about AI. I talked about CLAIRE, I'll in fact our tagline this year is, Clarity Unleashed. We really want, basically, AI has been developing over the last couple of years, it's becoming a lot more mainstream, for us in our offerings and this year we're really taking it mainstream, so, it's kind of like, unleashing it for everybody can genuinely use it, truly use it, for the day to day data management activities. >> Clarity is a great theme, I mean, it plays on CLAIRE but this is what we're starting to see some visiblility into some clear >> Yeah. >> Economic benefits, business benefits. >> Yep. >> Technical benefits, >> Yep. >> Kind of all starting to come in. How would you categorize those three areas because you know, generally that's the consensus these days that what was once a couple years ago was, like, foggy when you see, now you're starting to see that lift, you're seeing economic, business and technical benefits. >> To me it's all about economic and business. So, technology plays a role in driving value for the business, right, I'm a full believer in that, right, and if you think about some of the trends today, right, a billion users are coming into play that will be assisted by AI. Data is doubling every year, you know the volume of data, >> Yep. >> The amount of, and I always say business users today, I mean, I run a business, I want, I always say, tomorrow data, yesterday to make a decision today. It's just in time and that's where AI comes into play. So our goal is to help organizations transform themselves, truly be more productive, reduce operation cost, by the way governance and compliance, that's becoming such a mainstream topic. It's not just basically making analytical decisions. How do you make sure your data is safe and secure, you don't want to get basically get hit by all of these cyber attacks, they're all are coming after data. So, governance, compliance of data that's becoming very, so, those-- >> Again you guys are right on the data thing. >> Yeah. >> I want to get your reaction, you mentioned some stats. >> Sure. >> I've got some stats here. Data explosion, 15.3 zettabytes per year >> Yeah, in global traffic. >> Yeah. >> 500 million business data users and growing 20 billion in connected devices, one billion workers will be assisted by machine learning, so, thanks for plugging those stats but I want to get your reaction to some of these other points here. 80% of enterprises are looking at multicloud, their really evaluating where the data sits in that equation >> Sure. And the other thing is the responsibility and role of the Chief Data Officer >> Yes. >> These are new dynamics, I think you guys will be addressing that into the event. >> Absolutely, absolutely. >> Because organizational dynamics, skill gaps are issues but also you have multicloud. So your thoughts on those to. >> That's a big thing, look at, in the old world, John, Hidrantes is always still in large enterprises, right, and it's going to stay here. In fact I think it's not just cloud, think of it this way, on-premise is still here, it's not going a way. It's reducing in scope but then you have this multicloud world, SAS apps, PAS apps, infrastructure, if I'm a customer, I want to do all of it but the biggest problem is that my data is everywhere, how do I make sense of it and then how do I govern it, like my customer data is sitting somewhere in this SAS app, in that platform, on this on-prem application transaction app I'm running, how do I connect the three and how do I make sense it doesn't get, I can have a governance control around it. That's when data management becomes more important but more complex but that's why AI comes in to making it easier. What are the things we've seen a lot, as you touched upon, is the rise of CDO. In fact we have Daniel from Nissan, she is the CDO of Nissan North America, on main stage, talking about her role and how they have leveraged data to transform themselves. That is something we're seeing a lot more because you know, the role of the CDO is making sure that is not only a sense of governance and compliance, a sense of how do we even understand the value of data across an enterprise. Again, I see, one of the things we going to talk about is system thinking around data. We call it System Thinking 3.0, data is becoming a platform. See, there was OSA-D hardware layer whether it is server, or compute, we believe that data is becoming a platform in itself. Whether you think about it in terms of scale, in terms of governance, in terms of AI, in terms of privacy, you have to think of data as a platform. That's the other big thing. >> I think that is a very powerful statement and I like to get your thoughts, we had many conversations on camera, off camera, around product, Silicon Valley, Venture Capital, how can startups create value. On of the old antigens use to be, build a platform, that's your competitive strategy, you were a platform company and that was a strategic competitive advantage. >> Yes. >> That was unique to the company, they created enablement, Facebook is a great example. >> Yeah. >> They monetized all the data from the users, look where they are. >> Sure. >> If you think about platforms today. >> Sure. >> It seems to be table steaks, not as a competitive advantage but more of a foundational. >> Sure. >> Element of all businesses. >> Yeah. >> Not just startups and enterprises. This seems to be a common thread, do you agree with that, that platforms becoming table steaks, 'cause of if we have to think like systems people >> Mm-hmm. >> Whether it's an enterprise. >> Sure. >> Or a supplier, then holistically the platform becomes table steaks on premer or cloud. Your reaction to that. Do you agree? >> No, I think I agree. I'll say it slightly differently, yes. I think platform is a critical component for any enterprise when they think of their end to end technology strategy because you can't do piece meals otherwise you become a system integrator of your own, right? But it's no easy to be a platform player itself, right, because as a platform player, the responsibility of what you have to offer your customer becomes a lot bigger. So, we obviously has this intelligent data platform but the other thing is that the rule of the platform is different too. It has to be very modular and API driven. Nobody wants to buy a monolithic platform. I don't want to, as a enterprise, I don't buy all now, I'm going to implement five years of platform. You want it, it's going to be like a Lego block, okay you, it builds by itself. Not monolithic, very API driven, maybe microservices based and that's our belief that in the new world, yes, platform is very critical for to accelerate your transformational journeys or data driven transformational journeys but the platform better be API driven, microservices based, very nimble that is not a percussor to value creation but creates value as you go along. >> It's all, kind of up to, depends on the customer it could have a thin foundational data platform, from you guys for instance, then what you're saying, compose. >> Of different components. >> On whatever you need. >> For example you have data integration platform, you can do data quality on top, you can do master data management on top, you can provide governance, you can provide privacy, you can do cataloging, it all builds. >> Yeah. >> It's not like, oh my gosh, I have go do all these things over the course of five years, then I get value. You got to create value all along. >> Yeah. >> Today's customers want value like, in two months, three months, you don't want to wait for a year or two. >> This is the excatly the, I think, the operating system, systems mindset. >> Yes. >> You were referring too, this is kind of how enterprises are behaving now. There is the way you see on-premise, >> Yep. >> Thinking around data, cloud, multicloud emerging, it's a systems view distributed computing, with the right Lego blocks. >> That's what our belief is. That's what we heard from customers. See our, I spend most of my time talking to customers and are we trying to understand what customers want today and you know, some of this latent demands that they have, sometimes can't articulate, my job, I always end up on the road most of the time, just hearing customers, that's what they want. They want exactly to your point, a platform that builds, not monolithic, but they do want a platform. They do want to make it easy for them not to do everything piece meal. Every project is a data project. Whether it's a customer experience project, whether it's a governance project, whether it's nothing else but a analytical project, it's a data project. You don't repeat it every time. That's what they want. >> I know you got a hard stop but I want to get your thoughts on this because I have heard the word, workload, mentioned so many more times in the past year, if there was a tag cloud of all theCUBE conversations where the word workload was mentioned, it would be the biggest font. (laughs) >> Yes. >> Workload has been around for a while but now you are seeing more workloads coming on. >> Yeah. >> That's more important for data. >> Yes. >> Workloads being tied into data. >> Absolutely. >> And then sharing data across multiple workloads, that's a big focus, do you see that same thing? >> We absolutely see that and the unique thing we see also is that newer workloads are being created and the old workloads are not going away, which is where the hybrid becomes very important. See, we serve large enterprises and their goal is to have a hybrid. So, you know, I'm running a old transaction workload order here, I want to have a experimental workload, I want to start a new workload, I want all of them to talk to each other, I don't want them to become silos and that's when they look to us to say connect the dots for me, you can be in the cloud, as an example, our cloud platform, you know last time, we talked about a 5 trillion transactions a month, today is double that, eight to ten trillion transactions a month. Growing like crazy but our traditional workload is also still there so we connect the dots for our customers. >> Amit, thank you for coming on sharing your insights, obviously you guys are doing well. You've got 300,000 developers, billions in revenue, thanks for coming on, appreciate the insight and looking forward to your Informatica World. >> Thank you very much. >> Amit Walia here inside theCUBE, with theCUBE conversation, in Palo Alto, thanks for watching.
SUMMARY :
in the heart of Silicon Valley, I'm John Furrier, the host of theCUBE. but we have been covering you guys And the world is now seeing what we were talking about that you guys are doubling down on? And the key to what you see different now but you guys nailed the chat bots, then to what I make things that, you know, working together, you guys have nailed this before So, tell me what you have learned there which means you got to listen customers, and you know, in this new world, but it's also when you have a large scale data. You need automation, you got to have machine learning, and but also on the customer. and you can create some structure to it. so you can focus that valuable resource somewhere else. What's the focus this year, I know you guys will be there too. so, it's going to be a full blown couple of days for us. how everybody is stepping back from the day to because you know, generally that's the consensus and if you think about some of the trends today, right, How do you make sure your data is safe and secure, I've got some stats here. but I want to get your reaction and role of the Chief Data Officer I think you guys will be addressing that into the event. are issues but also you have multicloud. Again, I see, one of the things we going to talk about and I like to get your thoughts, they created enablement, Facebook is a great example. They monetized all the data from the users, It seems to be table steaks, do you agree with that, Do you agree? the responsibility of what you have to offer from you guys for instance, you can do master data management on top, over the course of five years, then I get value. three months, you don't want to wait for a year or two. This is the excatly the, I think, the operating system, There is the way you see on-premise, it's a systems view distributed computing, and you know, some of this latent demands that they have, I know you got a hard stop but now you are seeing more workloads coming on. and the unique thing we see also is that Amit, thank you for coming on sharing your insights, with theCUBE conversation, in Palo Alto,
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Amit Walia, Informatica | CUBEConversation, April 2019
>> from our studios in the heart of Silicon Valley. HOLLOWAY ALTO, California It is a cube conversation. >> Welcome to this. Keep conversation here in Palo Alto, California. Keep studios. I'm John for the host of the Cube were with Cuba Lum nine. Special gas *** while the president of products and marking it in from Attica. I make great to see you has been a while, but a couple months. How's things good to be >> back has always >> welcome back. Okay, so in dramatic, a world's coming up. We have a whole segment on that, but we've been covering you guys for a long, long time. Data is at the center the value proposition. Again and again, it's Maur amplified. Now the fog is lifting. Show in the world is now seeing what we think we were told about four years ago with data. What's new? What's that? What's the big trends going on that you guys air doubling down on what's new? What's changed? Here's the update. Sure, >> I think we've been talking for the last couple of years. I think you're right. It is becoming more and more important. I think three things we see a lot one is. Obviously you saw this whole world of district transformation. I think that definitely has picked up so much steam. Now. I mean, every company's going digital and And that the officer, that creates a whole new paradigm shift for companies to come almost recreate themselves remained. And so that data becomes the new definition. And that's what we call the thing is you side and fanatical even before the data three dollar word. But data is the center of everything, right? And in basically see the volume of data growth, you know, the utilization of data to make decisions, whether it's, you know, a decision on the shop floor decisions basically related to a cyber security or whatever it is on the keel of your signal is different now. Is the hole e. I assisted data management. I mean the scale ofthe complexity, the scale of growth, you know, multi cloud, multi platform, all the stuff that's in front of us. It's very difficult to run the old way of doing things. So that's where we see the one thing that we see a whole lot is is becoming a lot more mainstream still early days. But it's assisting the whole ability for companies to what I call exploit data to really become a lot more transformative. >> You've been on this for a while again. We get what we had to go back to. The Cube archives were almost pullout clips from two years ago be relevant today. You know the data control understanding. You know that. You know, I understand where the date of governance is ours. So is the foundational thing. But you guys nailed the chat box. You've been doing a Iot of previous announcements. This is putting a lot of pressure on you. The president of products you got. Get this out there. What's new? What's happening inside in from Attica? He's pedaling as fast as you can. What are some of the updates? Give >> us the best example. I was just like the duck, right? You know, you're really selling your Felix comma the top and then you're really finally I think it's great for us. I think I look a tw ee eye ee eye. It's like this so much fun around machine learning. We look at it, it's two different ways. One is how we leverage machine learning Vidin our products to help our customers, making it easy for them to. As I said, so many different data types Think of I ot data instructor data streaming data. How do you bring all that stuff together and married with your existing transaction? It'LL make sense. So we're leveraging a lot of machine learning to make the internal products a lot more easier to consume. A lot more smarter, a lot more. Richard, The second thing is that we what we call his are a clear which we are. Really? If you remember a couple years ago and in America World, how guard then helps our customers make smarter decisions in the in the one of data signs and all these new data workbench is, you know, the old statistical models are only as good as they can never be. So we're leveraging, helping our customers take the value proposition of r B. I clear then what? I make things that, you know, find patterns that, you know, statistical models cannot. So, to me, I look att, both of those really leveraging ml to shape our products, which is married to a lot of innovation and then creating our eclair to that help customers make smarter decisions, easier decisions, complex decisions. Which would I kill the humans or the statistical models? >> Really Well, this is the balance between machines and humans working together. And you guys have nailed this before. And I think this was two years ago. I started to hear the words land adopt, expand from you guys. Write, which is you've got to get adoption, right? And so as you're iterating on this product, focus, you've got to get it working your >> butt looks big, maniacal focus of that. Let's talk about >> what? What you've learned there because that's a hard thing. You guys are doing well at it. We've got to get a doctor. Means you gotta listen to customers going do the course correction. What's the learning is coming out of that. That >> is actually such a good point. We made such. We were always a very customer centric company. But as you said like that, as the world shifted towards a new subscription cloud model, be really focused on helping our customers adopt our products. And you know, in this new world, customers are also struggling with new architectures and everything, so we double down on what we call customer success, making sure we can help our customers adopt the products. And whether it's it's, it's too will benefit. Our customers can value very quickly. And of course, we believe in what we call a customer for life. Our ability to then grow without customers and held them deliver value becomes a lot better, so we're really for So we have globally across the board customers, success managers, we really invest in a customer's. The moment we a customer, buys a product from us, we directly engage with them to help them understand forthis use case. How you >> implement its not just self serving. That's one thing which I appreciate because you know, how hard is it? Build products these days, especially with philosophy, have changed, but it's also we have in the large scale data. You need automation. You've gotta have machine learning. You gotta have these disciplines. Sure this both on your own, but also for the customer. Yes, any updates on the Clare and some customer learnings, and you're seeing that air turning into either use cases or best practices, >> many of them. So take a simple example, right? I mean, we think if we take these things for granted, right? I mean, taking over here to talk about I open these designs on all of these sensors. We were streaming data, right? Or even robots in the shop floor. Sort of. That data has no schema, no structure, nor definition. It's coming like Netflix data has to. And for customers, there's a lot of volume on it. None of it could be junk. Right? So how do you first think that volume of data creates some structure to it for you to do analytics? You You can only do analytics if you put some structure to it. Right. So first thing is that we leverage clear help customers create what are called scheme, and you can create some structure to it. Then what we do allow is basically clear through clear. It can naturally bring what we have. The data quality on top of it. Like how much of it is irrelevant? How much of it is noise? How much would it really make sense? So then what was you said? It signal from the noisy were helping customers get signal from the noise of data. That's where it becomes very handy because It's a very man will cumbersome, time consuming and something very difficult to do. So that's an area of every have leveraged, creating structure, adding data quality on top and finding rules that didn't probably naturally didn't exist, that you and he would be able to see machines are able to do it. And to your point, our belief is this is my one hundred percent believe we believe in the eye assisting the humans. We have given the value ofthe Claire, tow our users that it compliments you. And that's where we're trying to help our users get more productive and deliver more value faster. >> Productivity is multifold. It's like also efficiency. You don't want people wasting time on project that can be automated. You focus that valuable resource somewhere else. Yeah, okay, so let's shift gears on. Taking from Attica World coming up. Let's spend some time on that. What's the focus this year? The show. It's coming up right around the corner. What's going to focus on what's going to be the agenda? What's on the plate >> give you a quick sense of how it's the shape of its going to be our biggest in from Attica well, so it's twentieth year again. Back in Vegas, you know we love Vegas. Of course, we have obviously a couple of days line up over there and you guys will be there too Great sort of speakers. So obviously we'LL have mean stage speakers like so we'LL have some CEO of Google Cloud Thomas Korean is going to be there We'LL have on main stage with Neil We'LL have the CEO of dealer Breaks Ali with me We'LL also have the CMO off a ws ariel there. Then we have a couple of customers lined up Simon from Credit Suisse Daniels CD over Nissan. We also have the head of the eye salmon Guggenheimer from Microsoft, as well as the chief product officer of Tableau Francois on means. So we have a great lineup of speakers, customers and some of our very, very strategic partners with us. Remember last year we also had Scott country. That means too eighty plus session's pretty much a ninety percent led by customers. We have seventy to eighty customers. Presentable sessions, technical business. We have all kinds of tracks. We have hands on labs. We have learnings. Customers really want to come. Lana products. Talked to the experts someone to talk to the product manager. Someone talk to the engineers literally, so many hands on lab. So it's going to be a full blown a couple of days. What's >> the pitch for someone watching that has never been in from Attica world? Why should they come for the show? >> I always tell them three things. Number one is that it's a user conference for our customers to known all things about data management. And then, of course, in that context, they learned a lot about so they learned a lot about the industry. So Dave one we kicked around by market perspective giving Assessor the market is going, how everybody should be stepping back from the data and understanding. Where are these district transformation? E I? Where is the world of detail going? We have some great analysts coming, talking, some customers talking. We'LL be talking about futures over there. Then it is all about hands on learning, right, learning about the product hearing from some of these experts, right from the industry experts as well as our customers teaching what to do, what not to do and networking. It's always great to network writes a great place for people to learn from each other. So it's a great forum for for two of those three things. But the team this year is all around here. I talked about clear. In fact, our tagline Dissidents, clarity unleashed. I really want to, basically has been developing for the last couple of years. It's become becoming a lot who means stream for us in our offerings. And this year we really are taking it being stream. So it's kinda like unleashing it where everybody can genuinely use a truly use it from the data data management. Active >> clarity is a great team. I mean plays on Claire, But this is what we're starting to see. Some visibility into some clear economic benefits, business benefits, technical benefits, kind of all starting to come in. How would you categorize those three years? Because, you know, that's generally the consensus these days is that what was once a couple years ago was like foggy. When you see now you're starting to see that lift. You see economic, business and technical benefits. >> To me, it's all about economic and business. Anniversary technology plays a role in driving value for the business, my gramophone believing that right? And if you think about some of the trans today, right, ah, billion users are coming into play. That he be assisted by data is doubling every year. You know, the volume of data and and amount ofthe amount off. And I obviously business users today. I mean, when I run a business I want, I always say, tomorrow's data yesterday to make a decision. Today it's just in time, and that's where it comes into play. So our goal is to help organizations transformed themselves truly, you know, be more productive, produce operational cost by the government and compliance that's becoming such a mainstream topic. It's not just basically making analytical decisions. How do you make sure that your data is safe and secure? You don't want to get basically hit by any of these cyberattacks. They're all coming after data. So governance and compliance of data that's becoming but in the end got stored on the >> data thing. Yeah, I wanna get your reactions. You mention some shots like some stats here. Date explosion fifteen point three's added bytes per year in traffic, five million business data users and growing twenty billion connected devices. One billion workers will be assisted by learning. So no thanks for putting those stats, but I want to get your reactors. Some of these other points here, eighty percent of enterprises air that we're looking at multi cloud. They're really evaluating their where the data sits in that kind of equation short. And then the other thing is that the responsibility and role of the chief data? Yes, these air new dynamic. I think you guys will be addressing that. And because organizational stuff dynamics, skill, gaps are issues. But also you have multi clouds form. >> And that's a big thing. I mean, look thin. The old World John hatred Unite is always too large in the price is right, and it's going to stay here. In fact, I think it's not just cloud. Think of it this way, one promised. Ilya is not going away. It's producing in school. But then you have this multi cloud world sassafras pass halves infrastructure. If I'm a customer, I want to do all of it. But the biggest problem comes, you said, is that my data is everywhere. How do I make sense of it? And then how do I go on it like my customer data sitting somewhat in this *** up in that platform in this on prime application transaction after running hardware Connect three. And how do I make sense? It doesn't get. I can have a governance and control around it. That's where data management becomes more important but more complex. But that's where it comes into making it easier. One of the things we've seen a lot of you touched upon is the rise of the Sirio. In fact, we have Danielle from the Sanchez, a CD off Mr North America on Main Stage, talking about her rule and how they've leveraged data to transform themselves. That is something we're seeing a lot more because you know, the rule of the city or making sure there is, You know, not only a sense of governance and compliance, a sense of how to even understand the value of dude across an enterprise again. I see one of the things we're gonna talk about this. It's old system thinking around data. We call it system, thinking three daughter data is becoming a platform C. There was always that the hard way earlier, whether it is server or computer. We believe that data is becoming a platform in itself. Whether you think about it in terms of scary, in terms ofthe governance, in terms of e i times a privacy, you have to think of data as a platform. That's the that's the other. But >> I think that is very powerful statement, and I'd like to get your thoughts. You know, we've had many countries. Is on camera off camera around product. Silicon Valley Venture Capital. How come started to create value. One of the old adage is used to be build a platform. That's your competitive strategy. There were a platform company, and >> that was a >> strategic competitive advantage that is unique to the company. And they created enablement. Facebook's a great example. Monetize all the data from users. Look where they are short. If you think about platforms today, Charlie, it seems to be table stakes. Not as a competitive is more of a foundational element of all businesses, not just startups enterprises. This seems to be a common thread. Do you agree with that that platforms were becoming table stakes? Because if we have to think like systems people, whether it's an enterprise show supplier ballistically the platform becomes stable. States that could be on primary cloud. Your reactions >> are gonna agree that I'll say it slightly differently. Yes, I think I think platform is a critical competent for any enterprise when they think of their entire technology strategy because you can't do peace feels otherwise. You become a system integrated over your own right. But it's not easy to be a platform clear itself, right? Because it's a platform player. The responsibility of what you have to offer your customer becomes a lot bigger. So we always t have this intelligent in a platform. Uh, but the other thing is that the rule of the platform is different. It has to be very modeling and FBI driven. Nobody wants to buy a monolithic platform. I don't want as an enterprise it on my own. I'm gonna implement five years a platform you want. It's gonna be like a Lego block. Okay? You It builds by itself, not monolithic, very driven my micro services based And that's our belief that in the new World, yes, black form is very critical for youto accelerate your district transformation journeys or data driven district transformation journeys but the platform better be FBI driven micro services based, very nimble that it's not a precursor to value creation but creates value as you want. It's >> all kind of depends on the customer. Get up a thin, foundational data platform from you guys, for instance. And then what you're saying is composed off >> different continents. For example, you have a data integration platform, then you can do the quality on top. You do. You could do master data management on top. You can provide governance. You can provide privacy. You could do cataloging it all builds its not like Oh my gosh, I have to go do all these things over the course of five years. Then I'LL get value. You gotta create value all along. Today's customers want value like in two months. Three months. You don't wait for a year or >> two years. This is exactly why I think the kind of Operation Storm systems mindset that you're referring to. This is kind of enterprises. They're behaving others the way that you see on premise, thinking around data and cloud multi cloud emerging. It's a systems view of distributed computing with the right block Lego blocks >> that that's what I believe is. That's what we heard from customers. He r I spend most of my time traveling, talking to customers on my way to try to understand what customers want today. And you know some of this late and demand that they have it. They can't sometimes articulate my job. I always end up on the road most of the time just to hearing customers, and that's what they want. They want exactly appoint a platform that Bill's not monolithic, but they don't want the platform. They do want to make it easy for them not to do everything piecemeal. Every project is a data project, whether it's a customer experience project, whether it's the government's project, whether it is nothing else but an analytical. It's a data project, but you don't want to repeat it every time. That's what they want, >> but I know you got a hard stuff, but I want your thoughts on this because I've heard the word workload mentioned so many more times these in the past year. It was a tad cloud of all the cute conversation with a word workload was mentioned to be the biggest fund. Yes, work has been around for a while, but nice seeing more and more workloads coming on. Yeah, that's more important for day that we're close to being tied into the data absolutely, and then sharing data cross multiple workloads. That's a big focus. Perhaps you see that same thing. >> We absolutely see that, Onda. The unique thing that we see also that new work towards getting created and the old workloads are not going away, which is where the hybrid becomes very important. See, these serve large enterprises and their goal is to have an hybrid. So, you know, I'm running a old transaction workload over here. I want to have an experimental workload. I want to start a new book. I want all of them to talk to each other. I don't want them to become silos. And that's when they look to us to say connect the dots for me. You can be in the cloud as an example. Our cloud platform, you know, last time and fanatical will remember we talked about like it wasn't five trillion transactions a month, but it's double that it to pen trillion transaction a month growing like crazy. But our traditional workload is also still there. So we connect the dots for customers. >> I mean, thank you for coming on sharing the insights house. You guys doing well? You got three thousand developers, billions in revenue. Thanks for coming. Appreciate the insight. And looking for Adrian from Attica World. Thank you very much. Meanwhile, here inside the Cuban shot furry with cute conversation in Palo Alto. Thanks for watching.
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from our studios in the heart of Silicon Valley. I make great to see you has been a while, but a couple months. What's the big trends going on that you guys air doubling down on what's new? I mean the scale ofthe complexity, the scale of growth, you know, multi cloud, So is the foundational thing. I make things that, you know, find patterns that, you know, statistical models cannot. And you guys have nailed this butt looks big, maniacal focus of that. Means you gotta listen to customers going do the course correction. And you know, in this new world, customers are also struggling with new architectures and everything, That's one thing which I appreciate because you know, how hard is it? creates some structure to it for you to do analytics? What's the focus this year? We also have the head of the eye salmon Guggenheimer from Microsoft, But the team this year is Because, you know, that's generally the consensus these days is that what was once a couple years ago was like foggy. So governance and compliance of data that's becoming but in the end got stored on I think you guys will be addressing that. One of the things we've seen a lot of you touched upon is the rise of the Sirio. One of the old adage is used to be build a platform. If you think about platforms today, The responsibility of what you have to offer your customer becomes a lot bigger. all kind of depends on the customer. You could do cataloging it all builds its not like Oh my gosh, I have to go do all these things over the course They're behaving others the way that you see on premise, thinking around data And you know some of this late and demand that they have it. but I know you got a hard stuff, but I want your thoughts on this because I've heard the word workload mentioned so many more times You can be in the cloud as an example. I mean, thank you for coming on sharing the insights house.
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In The Trenches Cloud Computing Club Experts | VMworld 2010
this is the cute live from the Moscone Center in San Francisco this is silicon angles continuous coverage a vm world 2010 now inside the cube we're back to continuous coverage of vm world 2010 live I'm John Ferrier from SiliconANGLE we are in the cube the cube is a broad social media broadcast that acquires knowledge and this segment is going to be very fun we have a group of entrepreneurs part of the cloud computing club that I'm proud to say that I was one of the cofounders of with Nate DeMarco and James waters and these guys have been in the trenches from cloud from the beginning and like to introduce to my left is rich Miller Bernard golden and Randy bias so these guys are entrepreneurs they've been out in the field ton of experience in the business cloud has arrived they were there at the beginning so we're going to share our experiences about why the cloud is so big and relevant and entrepreneurship what are the opportunities for startups because there is a lot of opportunity vmware is putting forth the framework that is going to enable a lot of growth and we heard from todd nielsen that for every dollar of vmware licenses may be about fifteen dollars of ecosystem money so that that's money and the VC panel we had here on Wednesday was talking about huge dollars going into cloud so we're gonna get the reality of kind of what's real some proof points and so the first question will go right down the line will start with rich what is the reality of cloud and just at a high level the entrepreneurial opportunities it's a shift it's big it's relevant is happening right now and we're on the scene here at Moscone well there are two there are two baskets as i see it entrepreneurially you're looking at cloud backward taking what's existing a lot of legacy stuff making it work appropriately making it work the way you'd like it to work in a cloud getting all the benefits then huge entrepreneurial opportunities cloud forward building new apps green field all things web web app looking at this as a you know doing new things not trying to repeat the old and if you drop them into those two categories Enterprise is paying first for the legacy but where the the real fun is and where the entrepreneurs really start to kind of converge is on the cloud forward stuff cloud for a great message good angle there Bernard what's your angle on this well we we see a lot going on in apps I was in a breakfast this morning basically the whole message the whole theme was apps kind of driving everything which is interesting because kind of change from a lot of IT organizations traditionally been very infrastructure focused so a lot of stuff around apps and stuff that helps apps the other thing that came out of that breakfast was a lot about cloud management how do you manage these environments how do you manage a lot of discussion about end-to-end management instead of siloed management for sure there's great opportunity there I don't know how to solve the problem with this great opportunity around that Randy you're Randy you got a growing business right now you started as an entrepreneur and you grew a business you're growing like crazy you're at you're on the doorstep of all the cloud scaling cloud scaling calm is your organization talk about your experience and what you see going forward vast majority the wisdom transition look at our engagements were basically they're really looking at ways to generate I think sort of continued consolidation business so the ecosystem is growing there's a lot of people out there in the trenches deploying as vmware change with this vm world this week I mean what's different and what are you guys seeing from your customers and prospective customers in the environment out there and what are the key issues holding things back or what are the key issues that are going to accelerate real cloud deployments and and and cloud service providers are part of this show too and that's a new dynamic we're seeing well one of the things that's pretty obvious about this show and kind of you could almost draw a bright line over the course of the last year or 18 months is that now we're no longer talking as much about infrastructure getting that right whether it's in the public cloud or in the enterprise today we're talking about platform and not so much platform as a service but here what you're looking at is the constructor construction kits the piece parts by which you start putting together platforms and then specific software applications that are cloud oriented this show and both the influence of spring vfabric all of that the cloud the director all of that starting to look at moving up the food chain much more about platform much more about the construction of applications on a scale of one to ten rich real deal ten being real deal with the spring source framework or zero non-starter spring oh that it's already in the bag it's it is done deal this is a real deal what we have here is the beginnings of truly platforms whether they're built inside the the enterprise or platforms as a service the construction kits for real applications absolutely Bernard hyper Stratus you're out talking to customers all the time and they got challenges said walk through some of your experiences with your clients and the marketplace well what I'll say is that what we hear about a lot what we work on a lot is security a lot of companies saying how do I secure my app particularly in a public cloud environment what do we do around that something that's a kind of a second order is we get called in a lot with companies say I put my app application up in a public cloud and the magic supposed to be that's scalable how come my apps not scaling and then we end up doing a lot of architecture re working so I think architecture is a big deal this is a if you want to take advantage of cloud computing characteristics your application must be ready to do that so I think that's that's the true drill down on the architecture thing that's not scaling thing just expand on that a little bit well what are the issues there well you know the vision is somehow automatically load goes up and the application star spawns at extra resources extra instances in the past the way that happened was you maybe had to provision hardware and then admin had to sort of go in and reconfigure everything the application that we brought down brought back up if you want to move that from a hands-on thing to an auto magically kind of thing your application has to be written such that it can gracefully add and subtract resources you have to have a management framework that supports that and you know those are new kinds of things basically because the old model was very static very hands-on so those kinds of challenges or concerns that we run into a lot Randy you're getting your hands dirty out there are you stitching all these things together and and you got a lot of successes talk about your experiences and you know things you've learned that were surprises and things that were not surprises and and challenge is going to going forward optimization the true pioneers in cloud computing their folks like Amazon and Google and what they have really pioneered is operating in massive scale I mean movie from enterprise computing cloud computing is like moving from the assembly line mechanism for manufacturing cars to the robotics factory mechanism for manufacturing cars it's very very different if you actually look in Amazon at Amazon's operations team there's two core components infrastructure engineering which writes software that automates hardware and data center operations which changes out the hardware and there's nobody in between just like in a robotics factory for cars you have people who design the robotics in the factory and you have the people who do QA on the line and meet and do maintenance on the robots and there's really nobody in between and so that when you go and you look at these guys and what that means and you talk about scalability like Bernards talking about you'll notice that somebody like Google has a huge number of sort of horizontal services something like Google FS or big table and MapReduce which are sort of these horizontal services across the entire data center that every single application leverages and that's how a single application for google is able to get skill but when you look into an enterprise data center every single application is its own silo sometimes all the way through it down through the network in the storage and that's why that's part of the reason why it's difficult to scale there are also application architectural constraints of course which and you know somebody like Bernard can help you out with but you know the fundamental way that you're actually designing the data center and how you provide horizontal services it was also what's going to enable true platform as a service to work on top of any infrastructure as a service so if you if you kind of ignore one to the detriment together if you don't build the infrastructure as a service right with those horizontal service layers then you can't really do the rest of the job we had we had the cube down in orlando for SI p event we had the cio of levi strauss tom peck on and one of the things that came out of that conversation randy was busting down the silos and he absolutely saying you know from his organization sample he wants to bus down those silos what can you share I mean you're in there you're busting down silos with your team what's what's the team configuration like what's the dynamic and just what are some of the conversations that you have I mean people like hey we love you and all sudden we can't do that I mean we've talked at the cloud clubs about yeah some of the politics and is it just riff on that a little bit it's gonna be scary you sure you want me to go there yeah go ahead we bring it out on the cube in our most successful engagements we basically sidelined the CIO and his entire stack because they wanted to do Enterprise competing with a cloud label on top of it instead of real cloud computing and they were obstructionist and they did not know how to decide eyes themselves I mean if you think about it Enterprise IT has a centralized department has has effectively been a monopoly inside of that each of those enterprises for 30 years and they do not understand how to fix their own Monopoly and the only way that you break down a monopoly is through competition and through funding those successful competitors that's part of why you see salesforce com being so successful marketplace their core competition for the longest time was internal implementations a CRM and so if you really want to build the real deal cloud today you've either got to have a CIO who's a visionary and is willing to make significant dramatic changes to the organization or you have to sideline the CIO and a stack and you actually have to go rogue and you have to build out a whole separate cloud division build out true cloud computing there and then somehow roll that back in or roll IT under it at a later date how do entrepreneurs out there learn from that so what would you share aussie sideline the CIO is always kind of a robe it's not a real long term strategy but you know you want to get the CIO there but what you're basically saying is is that CIOs are doing it because they're bunder pressure CFO cio is under pressure and the saying you just do cloud and they want to go cloud but the monopoly if you will kind of like an old mainframe mindset is pushing back and what they'll do is they'll throw some cloud out there and call it cloud right is that what you saying and they're not really doing real clout is that what you're saying I'm saying that just running just providing virtual servers on demand is not a cloud and if you look at the bar that in Amazon or Google or the pioneers in cloud or set it's about very low friction self-service IT capabilities which can only be delivered through automation and you know i'll tell you a brief story about a colleague of mine who's now at VMware and I want to mention name he was at credit suisse they built one of the first real deal clouds there five years ago and as soon as they had it up as saucers portal in UI and API and everything soon as they brought it up they put in a ticket wall because the IT support staff felt threatened that people could turn on their own servers and they didn't want them to so they said fill out a ticket and then we'll use your password and you hurt me and your credentials to turn on a server for you so that that's the sort of mindset facade was needed to keep the heat shield almost from the attacks right from the sabotage that was yet it's not so much sabotage it's you know any organization that builds up is going to send out the antibodies when ever you put something really distinctive and new in it and to Randy's point and actually to Barnard's about architecture if you try to take the way things have been built up until now and just drop them into a set of virtualized servers and say that's cloud it isn't it's basically taking a and creating a virtual version of your old data center that's not going to get you where you want to go okay so so play out how you think it's going to go down you guys think it's gonna be organically bottom-up or top down or both I mean how is this goes like client-server kind of evolved that way you know some pcs were hanging around lands came around so is it going to be a slow roll can or Big Bang I was a very interesting I heard a guy from Forrester this morning talked and he said and if you might know Forrester came out with a report not too long ago that was something like building your own private cloud it's a pipe dream or is it like it's much harder than you might expect and the interesting stat that he came out with was if you ask enterprise developers something like twenty five percent of them are doing cloud-based stuff typically an Amazon if you go to the infrastructure group something like six percent of them say oh yeah we're doing something around cloud and that told me two things one there's a lot of stuff going on that is stealthy or semi stealthy and the second is there's a big bow wave of stuff that's being done up in some public provider that's going to somehow go into production and I don't that going to go in production that public provider or if eventually the development team is going to come back to the ops team and say I've got a gift for you I'd like you to start running it and by the way it's designed as a cloud its architects as a cloud and you need to have the infrastructure to support them so it's ready you open the open the president I happen to have a cloud right here is that way well so it's a very part of me that was a very interesting set of stats because that implies there's a lot of impending change kept going coming down the road toward internal IT groups well we've talked about bursting out you know taking the enterprise and bursting out to the cloud a lot of the app development a lot of the the pre-production versions of these apps exist in the cloud and what's going to happen is as soon as you open the door and people are feeling safe enough it's going to be inbound not bursting out it's going to be bursting in Randy one of the one of the things I'm hearing is that data security is the number one issue around cloud can you talk a little bit about that from your experience so I is that true or is it not true I think it's a little overblown I mean security is definitely a concern I mean it would be you would be foolish not to be concerned about it but I think you are going to take the same steps you would if you are going to use now its source data center facility managed hosting I mean it's not there I think one of the things that's really humorous about this is people get really worried about the hypervisor when the hypervisors are relatively proven relatively secure technology but then they ignore things like vlans which are completely unauthenticated and everybody assumes are secure but in actually a cloud environment they're far less secure so there's there's a weird disconnect between what is a real security issue in the cloud and what people's concerns are because they don't understand the underlying technologies or structure so much and then when you look at some of the folks who are building certain offerings there are kind of on demand private cloud offerings that people are working on we're not going to share your server and pretty much all those issues go away and so it's just it's really it it's not some things have changed most of remain the same if you if you take your scent your same kinds of what that you go about enforcing security today behind the firewall and bring them out to the cloud they mostly translate actually and not to confuse the issue you've got security and then you've got the pragmatic issues of compliance most of these people most of these organizations live under a cloud you'll pardon the expression which is their requirement to be compliant with various kinds of regulation whether it's defined by the industry by the enterprise regulatory and being compliant means hitting the checklist those checklists have been built on the back of last generations architectures last generations technologies how do you determine whether a cloud implementation of a production app is compliant these guys are very conservative if there's any risk of not meeting compliance well that's a big message out your way that was a big message here for VMware in this hybrid cloud was that compliance is was one of the things that they were wrapping around that I mean is that a real deal is that going to be good is that going to be no thank you i think compliance has to change not so much the technology i mean really what do we think is is valid and all of these aspects of compliance have got to be revisited so I was doing security before a lot of the regulations went in for compliance and in the early days kind of mid 90s and the focus was around actually building secure systems and there's a certain amount of best practices that came out of that and then those were codified into a lot of the regulations and those those codifications of those best practices are about 10 or 15 years old a lot of the time and so the way that they don't translate to the cloud is if you just take them you know peace if you just say look we have to have a perimeter firewall you're on a cloud where are you going to put your perimeter firewall right no parameter right but you know should you have host-based firewall should you have an intrusion detection yet all of that trans the problem is is that you have to you know we've been moving away from a perimeter eyes dworld for 15-plus years but you still see a lot of organization security organizations that don't know how to provide real deal security you know clinging to what's easiest as opposed to trying to figure out what is real security how does that mesh with the compliance requirements they have and coming up with a strategy then that melds those two and most of those strategies will actually translate directly to the cloud because it's about bringing the security closer to the data absolutely one of the things that's happening here guys is cloud service providers are very visible in the announcements and it's-- changing and that IT can provide the kinds of services that cloud service providers can provide and dave vellante Wikibon and i were talking about well that might not be true that cloud surprise will always stay at a bit of head we had verizon on yesterday talking about some of their things is the cloud service provider model going to be a head of IT and will that be the security compliance component of IT how do you guys see the whole cloud service provider evolving all the above observations predictions it to believe that somebody like Verizon is at the leading edge of winning God services is but I don't want to dig on them too much but it is it makes sense if you if you actually look at the leader that's amazon and in 2009 amazon had 43 major releases for per month who can keep up with that pace right Google Yahoo maybe Microsoft but certainly not any of the major telcos service riders are not geared up to be software development or featured delivery shops and the same can be said of most IT department so you look at any of these projects as being you know two to three-year kinds of engagements that you know they're going to do six to nine months of due diligence on in our engagement and with the largest telco in Korea one of the largest in asia pac we stood up their private cloud in eight weeks eight weeks soup to nuts so so what's the prediction on the viability and position of the product the answers providers they you guys have to get in the game they've got they've got to build out more capabilities and they've got to stop worrying about the virtualization piece which is trivial and start thinking about the portfolio services that run on top of that platform is a surface ice cream mobile device offerings integration to 3g and wireless systems enabling new mobile apps social media apps they've really got to think about how what's the new set of cloud applications that's driving Amazon to 80,000 servers and more than half a million VMs in four years time what is that I mean the enterprise is not adopting right now these guys are going to get in the game by actually going to where the fire is not where the smoke is and then they better actually build you know cloud class systems in the same way that Amazon or Google does and they've got have ecosystem of services that actually allows them to be competitive on a portfolio basis not on a virtual machine-based right and they'll probably really about that do you rain I don't feel strongly about it they'll they'll distinguish themselves on the basis of either markets they serve geographic markets industries or the collections of added value features that they lend us realized it okay final question to wrap up guys because I look at the clock a little bit long what is the outlook of cloud and just give your perspective you know just from your entrepreneurial position and also as a practitioner as a guru all of you guys are there in the trenches you're building businesses you're getting stuff done just share in your mind what this future will unroll to look like I mean will it really be game-changing what are some of the things that you may see which is a vision well if it already is a game change what the focus is right now for the next few years it's going to be all mm ops and apps I mean its operations making the management of the infrastructure work correctly and building the next generation but the cloud forward apps full stop Bernard where do you go from that I'm well or your perspective I mean you're there you're the thing that I that you know is there's no question my mind in five years or ten years we will look back on the way I T has been done with this kind of very manual very long time the way we look back on you know when you see a movie you see somebody hand crank in a car let's go absolutely no yeah that was quaint and that was good but there's a reason why we don't do it anyway dialing a phone and we're dialing a phone and so I for sure there's no question there's gonna be a lot of pain between now and your ex and that pain is going to be localized in two different groups but for sure this is this is the way I t's gonna be done in the future no question about that that this is the biggest disruption that there's been to the IT industry in 30 years and it will be a 20 year transition and if you look at how many mainframe companies are still standing in the same way that they were standing before you that just tells you the amount of opportunity there it is huge there are all kinds of ways for you to figure out parts of this this equation solutions for different parts of the problems here which are enormous is Bernard and rich can tell you I mean there's just a huge number of problems to solve here there's all kinds of clever ways that you can get in the game and you can be involved you could be part of the disruption rather than be part of the disrupted and that would be my key message disrupt don't be disrupted 30 years for disruption 20 years of growth will be covering it on cloud angle calm and SiliconANGLE com thanks guys so much rich Miller Bernard golden and Randy bias in the trenches true entrepreneurs been there done that from the beginning and now going to ride the wave so good luck with everything and we'll check back in with you thank you so much thanks John
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