>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel and AWS. Yeah. >>Welcome back here in the Cube. Our continued coverage of aws reinvent 2020 all virtual coming Thio with help. Obviously have some great technology here. Joined by Luca Bertelli right now who is the director of connected platform solutions at Carrier and Luca. Thanks for joining us here on the Cube. We appreciate the time. >>Hey, John. Great. Thanks for having me. >>Yeah, I'm just curious. I know the mantra carrier is dared to disrupt. And that Z certainly very aspirational. A lot of respects, and I would think so in your world. Uh, I o t artificial intelligence machine learning. That's very much resonating with your team. I would think Give me your take of dare to disrupt. And what does that mean in terms of how you go about your business and how you encourage your >>teams? Absolutely. That's a great place to start. I mean, we're where we're really thinking about, like, a startup right now, internally. I mean, we have so much need right now for our ability to be able to do more with data. Our customers are looking for it. The industry is looking for it. And, you know, we're traditionally thought of Maura about us and equipment manufacturing company. We make refrigerated containers, refrigerated trailers, and, uh, now we're really thinking about it. How do we work with our customers in order to be able to do more than just being equipment provider or a cargo monitoring solution? So we're really thinking about it internally with ourselves is as customers use the equipment as we can help them collect all the state about it. How do we think differently about how we can help them solve bigger problems in their business? So today, you know, we traditionally think about equipment moving product from from one place to another. We support our customers. We sell them refrigerated equipment to be able to do that. And, you know, now we're really trying to change the conversation from Okay, Well, how did your equipment perform to? What changes could you be making in some of your operations and how you're using your equipment? Thio even avoid problems coming up with him. And it seems like a pretty simple jump to move from this reactive world to a predictive world, but a supply chains pretty complex. There's a lot of players in the ecosystem. There's a lot of data. There's a lot of business problems that people are looking to solve. And so we're really looking at disrupting how how we do this with our customers. >>You know, you talk about refrigeration on that's transporting food, drink medicines, which we'll get into it just a little bit. That's all about cold chain solutions. And and so define that for me, if you would, you know, we talk about Cold Chain, what exactly you are speaking of. And then let's take it to the next step in terms of what are you applying now to, from a technological standpoint, to enhance your cold chain solution array? >>Now, that's a great question, Thio. I mean, look, I didn't think 2020 would be the year. That cold chain becomes a lot more easier to come up. Yeah, but it certainly has been that kind of a year, I think. And so you know, what is the cold chain? Well, when we move, products all over the world way understand the concept of supply chains, which is you know the movement of goods across the world. And when we look at the cold chain, it's really the supply chamber for temperature sensitive products. So whether we think about it as Berries that have to be kept at certain temperatures and preserved, or even a vaccine like the ones that we're seeing come out on the market now, those have to be kept within certain temperature specifications in order to maintain their efficacious nous or their safety of usage. And so the cold chain is really just that. It's the supply chain for temperature sensitive products and our role. There is really to be able to provide, uh, you know, services and equipment and services for our customers to be able to both create the coaching, um, in the form of refrigerated traders, refrigerated containers or display cabinet on also help the monitor the coaching via cargo monitoring solutions. >>Okay, so I know in that regard you have a code development effort going on right now with AWS that you launched. Probably what, like two months ago or so links l Y N X s. So let's talk about links on DWhite what AWS is bringing to the table for you in terms of these new capabilities and now, in turn, how you're going to put them into practice and what you intend to do with that. >>Yeah. So this is Look, this is an extremely exciting time for us, uh, Thio to be discussing this, especially in light of the fact that, you know, carrier comes at it with just being a leader in cold chain equipment, coaching, monitoring and when we looked around, just look for options. Thio really collaborate with Cloud Leader and analytics and machine learning on I 80 capabilities. We just think that that co development with a W S just is tremendously powerful. I mean, we, you know, a zoo we described earlier Our expertise is Maurin the cold chain side of things. And when you start thinking about all the equipment that's out there, all these shipments that have to be moved globally, um, we just think that there's a lot more that we could do with that data to help our customers do their jobs better. Whether that's helping them a pre emptive problem, understand and quantify the risk around a particular supply chain lane, uh, and really anticipate issues going forward and quite frankly, also for us. There are opportunities for our own operational improvement to be able to leverage a lot of that data and deliver our own services in a more frictionless way to our customers. So, um, when we look at that, we look at, you know, carrier as really a Coltrane expert, AWS as a leading cloud and data analytics provider on When you combine that together, we just think there's a massive opportunity for us to really generate transformational outcomes for our customers. >>So when it comes to the kinds of capabilities that you're now gonna have at your disposal, what you can offer to your customer base, give me give me a kind of, ah general example or illustration of value added here, you know where where's the improvement? Where's the enhancement in terms of the services that you provide based on the links array of of of tools? >>Yeah, absolutely so I mean, even when we look at the cold chain today, I mean, there's was probably about $35 billion worth of failures. That's how much these failures cost in the bio pharma industry. Whether that's pour cold chain control and or other factors. And when you start looking at the what that means, yes, it's a big monetary number. But what that means is that potentially some people did not get their medication on time. Potentially, people go to bed hungry because of the 475 million tons of of food loss right there are. There are significant kind of quantitative, uh, reasons here to do this. But at the end of the day, if somebody goes hunger, somebody doesn't isn't able to get the medication, and that's related to a Coltrane issue that we could have preempted or that we could have helped preempt. That's really what drives us. So when we look at that, we think about examples like our customers that are able to move product. They do a great job moving their product along their supply chains. But are there opportunities where we could say, Look, we're about to detect the problem that that could be coming up and maybe it's not. Maybe it's not catastrophic. Maybe it just means maybe use another refrigerated trailer versus another one. Or perhaps uh, look, there's a certain weather pattern that's starting to form up. You may want to consider rerouting the product in a certain way. These are things that allow us Thio, move, move our own support our own services from a reactive one where customers have had a cold chain issue and then we help them solve about it the next time around. But now we're going to really think about how do we use all this data? All this ai All this machine learning to be able to help customers potentially make decisions on the fly, Maybe reroute a shipment as it's moving or delay sending a shipment out or perhaps using even different types of packaging solutions to help reduce some of their costs. There's just, ah lot of opportunities for us to be ableto help customers take costs out of supply chain while still maintaining that level of safety that they need, uh, in their own Coltrane. >>What's the learning curve on something like that for you? You think because you said you have these, obviously, a lot more inputs? Ah, lot faster eso You're able to process information and analyze that data much more expediently as you ever could, Um, but I assume there's still ramping up to do in terms of understanding how best to apply that knowledge that you have? >>Absolutely. And look a lot of at the end of the day, a lot of it is the technology to be able to enable some of these insights to help move the needle and move us from a reactive to a proactive world. Uh, but at the same time, it's a lot of working very closely with customers to be able to ensure that any of these recommendations or any of the work that goes on toe to recommend a rerouting or something like that actually follows through with their own operating procedures. Right. So, you know, I come from a background of unmanned vehicles. We developed a lot of really fancy algorithms, but what I found a very soon enough is if you don't work closely with the human operators that are able to actually influence that change or take action on that decision, uh, it may not lead to the desired outcome that you had. So what we see in this is that yes, developing the insights is gonna be really important. But it is gonna be fundamental for us to be customer centric and really understand How are decisions and recommendations being made in the cold train today? And how do we best provide added value and an influence? How some of those decisions could be made going forward? >>And excuse me when we're talking about vaccines today. Obviously, Kobe 19 Eyes is the headline now, although flu season is upon us a swell. Are you going to be engaged in some way, shape or form with a cove in 19 vaccine transport? >>You know, we can't talk specifics, but certainly, you know, we we certainly worked very closely with customers that that ship a lot of different pharmaceutical products and where our help is needed. We will certainly will be there to support our customers and in the distribution, uh, >>way, Have a few more minutes. I do wanna transfer to food security because I know you do a lot of work in that space, man, that's that was your your primary space. I read a number that one third of the world's food produced to be consumed by humans is wasted and and that that really struck me. And so that's almost like a mission. I would think for you and for carrier uh, Thio lesson, that number. So tell me a little bit about your work in that space in terms of food security, what you're being is being done. And how again this relationship with the analytics and the i o. T. And all those capabilities are enhancing your work in that space? >>No. Absolutely. Look like you mentioned. I mean, these are missions for us, uh, both on the food side and on the pharmaceutical side. That's really what keeps me up at night is knowing. What else could we be doing differently? Um, and so absolutely. Unfortunately, food loss still continues to be Ah, big issue globally. Um, largely depends on which geography ease We're talking about where that food loss occurs, whether it's more at the consumer side or whether it's more at the ship or Grover side, where there's, you know, in some countries there is not enough of a cold chain developed yet where a lot of the food is wasted in transit in other countries. A lot of the food is just because we just throw it away. And so what we're really laser focused on is a zoo. We start analyzing the movement of goods for our customers, a Z move product throughout the world, our ability to be able to at least move the needle from where better data around the equipment or better data around the cargo monitoring could help either remove the potential loss of a product because maybe it had. The product is about to go and have a temperature excursion where it exceeded a certain temperature and it starts spoiling faster or where we can add refrigeration. Uh, in areas where it's most needed. Our ability. Thio use that data to start recommending, uh, different types of products, different types of packaging solutions, different types of shipment routes we think can really help move the needle for some of those customers and reduce some of the the food lost that that you mentioned and lead to a more nourished population. >>Well, it is a noble work, important work, and it certainly appears carriers well poised to continue that fine work well to the future. So, Luca, good luck with that. We thank you for your time here, and we appreciate your being with us here on the Cube. >>Thanks very much, John. Good to be here.

>>from around the globe. It's the Q with digital coverage of AWS Public sector online brought to you by Amazon Web services. Welcome back to the cubes. Virtual coverage of AWS Amazon Web services published. Public Sector Summit Online I'm John for your host with a great Gas Cube alumni Kate Goodall, Healthy in co founder and CEO, also known as the Halsey in house in the D C area. Kate, great to see you. Thanks for coming on. Virtually >>you, too. Thanks for having me, John. >>We can't be there in person. Normally, we're in person by rain going to these events. We can't do it this year because of Cove in the Pandemic. But this topic that I'm proud to talk to you about is Bahrain Women intensive program and just diversity in the global tech scene in general. So first tell us what's going on with the 2021 by Rain. Women's initiative Intensive initiative. >>Yeah, absolutely. As you know, Housing Incubator has been running for about seven years now. We've welcomed during that time over 150 entrepreneurs through a full time fellowship program which you were there, John, you saw, you know It is a really unique program that includes residents in a ah house in Georgetown s O that people really get to sort of former community. But the full time residential program isn't the right fit preneurs. So we also offer these intensive housing incubator programs for early stage social entrepreneurs from different parts of the world in different industries and sectors. Um, a W s been an amazing partner both for the full time fellowship program on for many of these intensive, including one that was focused earlier this year on entrepreneurs, an opportunity zones in our very own city. Um, but this new intensive partnership is designed specifically to support tech oriented social enterprise startups that are founded by women and based in Bahrain s. So it's It's really nicely at this intersection of calcium goal off supporting entrepreneurs who are often underserved or underrepresented. And AWS is very clearly stated goal of diversifying leadership in tech. >>I was there last year in person Bahrain, and, uh, I went to the women's diversity um, breakfast and I'm like, This is exciting and I had to give up my seat. There was so many people, there was high demand eso I >>wanna >>ask you what >>is >>this program hoping to achieve the intensive initiative? >>Yeah. I mean, there's certain things that we're always seeking to achieve in supporting and serving sort of the brightest minds and the best ideas in social enterprise. On in many ways, this one is no different. Um, but we're really looking Thio Thio, find some incredible startups in Bahrain. Um, applications for the program start today. Andi will be measuring. You know, the success of the program on a number of factors, Aziz, we always do. You know, ultimately, it's the number of jobs that get created theme the quality and quantity of the impact of the startups Onda And ultimately, you know, revenue and dollars raised all of the things that you would measure a successful business by, um uh, s so we're just really excited to find some incredible ventures that fit really well in this in the selection criteria. Andi, we'll be looking thio. Everyone's help spread the word about this great opportunity. >>Congratulations on your new program. I wanna ask you specifically, if you could give some examples of the kinds of startups you're hoping to attract, so as you look at the candidates. What's gonna be the criteria you mentioned is a criteria What jumps off the page in your mind. >>Yeah. So we want people that really understand that. Why, you know, why are they starting that business on bond? Ideally, people that have a really good idea for a rapidly scaling tech startup that also has a double bottom line attached to it. So something whereby the business models succeeds and scales and achieves eso to with the impact that is inherent in that in that model, you know, some some examples from just passed cohorts at healthy. And, you know, we've had most recently, um, incredible entrepreneur that came out off the US prison system and was really interested in reducing recidivism and worked on a tech startup that allows families to communicate with incarcerated loved ones where through a tech platform where you can convert your text to a loved one into a postcard that then could be sent into the system because obviously people aren't allowed to communicate through cell phones when they're incarcerated s Oh, that's a good example of something where you know the profit and impact really scale themselves. Um, you know, similarly from just this. You know, recent cohorts, we had a, uh, founder who herself suffered from pulmonary pulmonary hypertension. And she created a really great wearable device that can attach to your ear. Looks just like an earring. It's quite fashionable, actually. I want one. And, um, it lets you know how your oxygen level is because she just didn't have access to something that was that easy and wearable, but needed to monitor her oxygen level. Turns out, that's actually really, ah, useful piece of technology during covert. So, you know, we're looking for people that are thinking about healthcare, thinking about the environment, thinking about education on decree, ating a sustainable business model that that will help them to scale that idea. >>I wanna get into the whole social entrepreneurship conversation. It's really great when I wanna unpack that, But let's stay on this program. Um, it's super exciting. How do people get involved? It's open, but there's some criteria. Um, you mentioned startups. You're looking for changing world double Bottom line. How do people get involved? >>Really excited. You asked that because I you know, I have some people that are watching can help us um certainly, uh, going to the home page of our website housing house dot or GTA. If anyone knows any great social entrepreneurs in Bahrain, please let them know and help us spread the word. Really happy to be working with AWS and startup Borane to do so. But we we want to, you know, make it as far and wide as possible. So both for people that are interested in applying to the program and also people that are interested in helping because we always pull together a vast network of mentors and advisors and investors to really make the programmers robustas possible, they should I would encourage everyone to reach out and get in touch either through the website or, uh at housing inspires on Social Media said that our team can get back to you >>for the question is how, um What? How will the selection process work and when will they be >>partnering with AWS and start up by rain? Thio select the best start up ventures. They'll be notified in December on by The program will begin virtually in January. >>And what are the winners get? They get money. Do they get mentoring? What can you talk >>about package, so every in computer program is a little bit different. But generally they all get, uh, some serious training and assigned mentor a specific skill. Siri's that's bespoke to that intensive, and those founders needs. But more than likely, this one will include, as as they all do, you know ways to plan Thio, acquire customers ways to improve your business model and make good projections ways to think about investment and how to understand. Um, investment bond, get investment should you need thio eso. It'll have all of that along with marketing and branding and how to measure impact. But then also some bespoke things. You know, once we know exactly what the founders needs are on but then very bespoke advisors and mentors in accordance with those needs >>and really nurturing that start up in that project to getting some traction, then hopefully track into some funding vehicles. I imagine right? >>Absolutely, absolutely, and access to D. C. S. You know, great landscape when it comes to this kind of thing, both in terms of sort of three institutions that air here and the investment that is here on do all of them will also, of course, receive a ws cloud computing credits and technical support, which we found to be profoundly helpful for all of our, um, tech startups or tech enabled startups. >>Yeah, I think that's one of the things that people don't realize that some free credits out there as well take advantage of those That's awesome. And I love how this ecosystem nurturing here. When I was in Bahrain, I noticed that very young demographics changing demographics. Diversity is huge. But like here in North America and all around the world, the lack of diversity in the tech sector has been a big conversation is always happening. Thes, impact driven businesses actually consult two things you're doing. A program that impacts the diversity as well as solves the problem for diversity. Talking about double Bottom line. Can you talk about this diversity? >>Yeah, absolutely. I mean, e think you know, it's interesting because we all know that diverse teams out perform. We all understand the imperative to do that, but you're right, it's it's not just a US problem or Bahrain problem. It's a global problem, you know. And I think one of the ways to solve it is to go early because we know that women founders and founders of color and other marginalized founders, you know, start businesses roughly at the same rate. But they generally don't grow as big, and they don't, um, uh often get us much investment. In fact, the investment numbers are quite stark. In terms of who receives venture capital eso. We know that there's a lot left to disrupt, but we also know that if we're going to solve the problems that we all face right now that we need the whole population involved in solving it. So we're really interested in in in creating a much better ecosystem everywhere for for women. Founders on DWI know that that requires the support of everyone, regardless of gender and background and lived experience. Eso it is it is an imperative. But it's also a tremendous opportunity, you know, to get more people involved on Bahrain's got some incredible women and some great, uh, resource is and pieces of the ecosystem already in place. Thio, I think really be a leader in this area. >>Yes. Start up our rain to you mentioned that they have a great program. They're they're really there to help the entrepreneur, and I think the key here and I want to get your reaction to this is that not only is that important to get off the ground and having someone to be around and being a community that fosters the kind of innovation, thinking and getting started, great. But you've had a very successful program. The Halsey in house housing house dot org's as you mentioned, the u R L. You've had success, but you've been physically in D. C. What have you learned from the house? Your house success that you're applying that could be applied for others? Toe learn. >>Yeah, there's there's a lot to unpack there. I mean, we've had a Zai mentioned about 150 you know, Fellows come through our doors and they've gone on to create over 1800 jobs around the world. Received $150 million in funding, which for early stage social social ventures is a really good mark of success. Andi have gone on to impact the lives of more than 2.5 million people around the world, so I hope that this program is that you know will be able to help empower these founders, um, in Bahrain to do exactly those things and to be able to scale the adventures to create that impact. You know, we've learned a lot about you know what these startups need. Um, you know, that goes beyond just sort of the the office space and sort of traditional incubator offerings that they need a really strong community around them to celebrate their successes and also to help them with their lows. Entrepreneurship is a very rocky journey, and so that community becomes really, really important. Eso we know a lot about building, you know, supportive, nurturing community. We also know that you know, women when they go to get investment, are going to receive 70% mawr prevention questions. And this is even from women venture capitalists, right? They just venture capitalists are creatures of habit, and they generally will just look at the patterns, successes and trends that they've had and repeat those. So they're going to be looking for the same types of people. Are they funded in the past, which are traditionally young white males and eso? We know that just by virtue of the system that we all live in on DWhite. It's implanted in all of us that women are going to receive more questions about the risk of their business many, many more than they will about the opportunity. So how do we train women for that landscape? You know, how do we train them to answer the questions about the risk realistically and fairly but pivot so that they get the same opportunities as a male entrepreneur, perhaps to answer questions about the ceiling as well as the floor. >>Yeah, and addresses trade up and understand the criteria and having that confidence. And I think that the great news is that we're all changing and we're all open to it. And there's more funds now like this and your >>leadership. E love that point, John. I think, you know, I think that everyone's eyes are open right, and I can say that sort of it with a really strong sense of conviction. That, like 2020 is is a great year for acknowledging this problem and for I think a lot of joint motivation to really properly address it. So I'm actually feeling really optimistic about it, >>and we're at a cultural crossroads. Everyone kind of knows that you're seeing it play out on the big stage of the world on again. Your leadership has been doing this, and I want to get your thoughts on this because you mentioned entrepreneurship, the ups and downs. Some call it a rollercoaster highs and lows. You have great days, and you have really, really bad days. And it's even compounded when you're not in the pattern matching world of what people are seeing. If you're a woman or under verse, a minority or group, I gotta ask you the question around mental health because one of the things, especially with co vid, is having that community. Because the ups and downs swings are important that people maintain their confidence, and mentors and community add value there. Can you talk about that important piece of the equation because it's it plays a big role, often not talked about much? Um, it is tough now more than ever than ever before, but still not enough. This community there, it's >>having support. We can, you know, we talk about it a lot of healthy and what people need to prioritize their mental health as they grow a business. And ultimately, if you're not doing a good job of that. Your business will not succeed because your team would be healthy and you're just it compounds. Um, so it's really imperative. And it does take a toll on founders on entrepreneurs, I think in in higher degrees. And it does in the general population because a small crack can become a chasm if people are not careful. Andi, everyone knows even if you're super passionate about something, putting in 20 hours a day, every day continuously is eventually going to catch up with you, right? So you have to create healthy habits from the beginning for you and your team on board. And certainly during covert we've seen some of those things exacerbated due to isolation. So that community peace becomes really, really important. I don't think she would mind me saying so. I'm going Thio mention that one of our previous entrepreneurs and Yang brilliant, brilliant woman actually did a great piece. Uh, you can just google and Yang entrepreneur depression, mental health and and it will come up for you, but just a really candid expose on what it is like. Thio be an entrepreneur that perhaps struggles with with mental health >>Yeah, it's super important. And I gotta say, I really love your work. I've always been an admirer of the Halsey in Mission and the people behind it, the halcyon house. And now you're taking it to buy rain under with an intensive kind of program. It's a global landscape. Final word, Kate. What should people know about this program? Summarize it real quick. >>We're just super happy to be reaching out and supporting a greater number off talented founders from the Middle East with Although Bahrain on our partners started, Borane and AWS have to offer. You know, we we love to expand our work to serve more and more entrepreneurs. And we couldn't be more excited to support these women. >>We're an upward better time now than ever. It's gonna be a big change happening. Big cultural change. Your part of it. Thank you for joining me. >>Thank you, John. >>Great to see you >>really appreciate it. >>Thank you. I'm John for your here. The cube. Virtual covering A W s public sector online. Thanks for watching

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Hello and welcome back to the cubes. Virtual coverage of VM World 2020 Virtual I'm John for your host of the Cube, our 11th year covering V emeralds. Not in person. It's virtual. I'm with my coast, Dave. A lot, of course. Ah, guest has been on every year since the cubes existed. Sanjay Putin, who is now the chief operating officer for VM Ware Sanjay, Great to see you. It's our 11th years. Virtual. We're not in person. Usually high five are going around. But hey, virtual fist pump, >>virtual pissed bump to you, John and Dave, always a pleasure to talk to you. I give you more than a virtual pistol. Here's a virtual hug. >>Well, so >>great. Back at great. >>Great to have you on. First of all, a lot more people attending the emerald this year because it's virtual again, it doesn't have the face to face. It is a community and technical events, so people do value that face to face. Um, but it is virtually a ton of content, great guests. You guys have a great program here, Very customer centric. Kind of. The theme is, you know, unpredictable future eyes is really what it's all about. We've talked about covert you've been on before. What's going on in your perspective? What's the theme of your main talks? >>Ah, yeah. Thank you, John. It's always a pleasure to talk to you folks. We we felt as we thought, about how we could make this content dynamic. We always want to make it fresh. You know, a virtual show of this kind and program of this kind. We all are becoming experts at many Ted talks or ESPN. Whatever your favorite program is 60 minutes on becoming digital producers of content. So it has to be crisp, and everybody I think was doing this has found ways by which you reduce the content. You know, Pat and I would have normally given 90 minute keynotes on day one and then 90 minutes again on day two. So 180 minutes worth of content were reduced that now into something that is that entire 180 minutes in something that is but 60 minutes. You you get a chance to use as you've seen from the keynote an incredible, incredible, you know, packed array of both announcements from Pat myself. So we really thought about how we could organize this in a way where the content was clear, crisp and compelling. Thekla's piece of it needed also be concise, but then supplemented with hundreds of sessions that were as often as possible, made it a goal that if you're gonna do a break out session that has to be incorporate or lead with the customer, so you'll see not just that we have some incredible sea level speakers from customers that have featured in in our pattern, Mikey notes like John Donahoe, CEO of Nike or Lorry beer C I, a global sea of JPMorgan Chase partner Baba, who is CEO of Zuma Jensen Wang, who is CEO of video. Incredible people. Then we also had some luminaries. We're gonna be talking in our vision track people like in the annuity. I mean, one of the most powerful women the world many years ranked by Fortune magazine, chairman, CEO Pepsi or Bryan Stevenson, the person who start in just mercy. If you watch that movie, he's a really key fighter for social justice and criminal. You know, reform and jails and the incarceration systems. And Malala made an appearance. Do I asked her personally, I got to know her and her dad's and she spoke two years ago. I asked her toe making appearance with us. So it's a really, really exciting until we get to do some creative stuff in terms of digital content this year. >>So on the product side and the momentum side, you have great decisions you guys have made in the past. We covered that with Pat Gelsinger, but the business performance has been very strong with VM. Where, uh, props to you guys, Where does this all tie together for in your mind? Because you have the transformation going on in a highly accelerated rate. You know, cov were not in person, but Cove in 19 has proven, uh, customers that they have to move faster. It's a highly accelerated world, a lot. Lots changing. Multi cloud has been on the radar. You got security. All the things you guys are doing, you got the AI announcements that have been pumping. Thean video thing was pretty solid. That project Monterey. What does the customer walk away from this year and and with VM where? What is the main theme? What what's their call to action? What's what do they need to be doing? >>I think there's sort of three things we would encourage customers to really think about. Number one is, as they think about everything in infrastructure, serves APS as they think about their APS. We want them to really push the frontier of how they modernize their athletic applications. And we think that whole initiative off how you modernized applications driven by containers. You know, 20 years ago when I was a developer coming out of college C, C plus, plus Java and then emerge, these companies have worked on J two ee frameworks. Web Logic, Be Aware logic and IBM Web Street. It made the development off. Whatever is e commerce applications of portals? Whatever was in the late nineties, early two thousands much, much easier. That entire world has gotten even easier and much more Micro service based now with containers. We've been talking about kubernetes for a while, but now we've become the leading enterprise, contain a platform making some incredible investments, but we want to not just broaden this platform. We simplified. It is You've heard everything in the end. What works in threes, right? It's sort of like almost t shirt sizing small, medium, large. So we now have tens Ooh, in the standard. The advanced the enterprise editions with lots of packaging behind that. That makes it a very broad and deep platform. We also have a basic version of it. So in some sense it's sort of like an extra small. In addition to the small medium large so tends to and everything around at modernization, I think would be message number one number two alongside modernization. You're also thinking about migration of your workloads and the breadth and depth of, um, er Cloud Foundation now of being able to really solve, not just use cases, you are traditionally done, but also new ai use cases. Was the reason Jensen and us kind of partner that, and I mean what a great company and video has become. You know, the king maker of these ai driven applications? Why not run those AI applications on the best infrastructure on the planet? Remember, that's a coming together of both of our platforms to help customers. You know automotive banking fraud detection is a number of AI use cases that now get our best and we want it. And the same thing then applies to Project Monterey, which takes the B c f e m A Cloud Foundation proposition to smart Knicks on Dell, HP Lenovo are embracing the in video Intel's and Pen Sandoz in that smart make architectural, however, that so that entire world of multi cloud being operative Phobia Macleod Foundation on Prem and all of its extended use cases like AI or Smart Knicks or Edge, but then also into the AWS Azure, Google Multi Cloud world. We obviously had a preferred relationship with Amazon that's going incredibly well, but you also saw some announcements last week from, uh, Microsoft Azure about azure BMR solutions at their conference ignite. So we feel very good about the migration opportunity alongside of modernization on the third priority, gentlemen would be security. It's obviously a topic that I most recently taken uninterested in my day job is CEO of the company running the front office customer facing revenue functions by night job by Joe Coffin has been driving. The security strategy for the company has been incredibly enlightening to talk, to see SOS and drive this intrinsic security or zero trust from the network to end point and workload and cloud security. And we made some exciting announcements there around bringing together MAWR capabilities with NSX and Z scaler and a problem black and workload security. And of course, Lassiter wouldn't cover all of this. But I would say if I was a attendee of the conference those the three things I want them to take away what BMR is doing in the future of APS what you're doing, the future of a multi cloud world and how we're making security relevant for distributed workforce. >>I know David >>so much to talk about here, Sanjay. So, uh, talk about modern APS? That's one of the five franchise platforms VM Ware has a history of going from, you know, Challenger toe dominant player. You saw that with end user computing, and there's many, many other examples, so you are clearly one of the top, you know. Let's call it five or six platforms out there. We know what those are, uh, and but critical to that modern APS. Focus is developers, and I think it's fair to say that that's not your wheelhouse today, but you're making moves there. You agree that that is, that is a critical part of modern APS, and you update us on what you're doing for that community to really take a leadership position there. >>Yeah, no, I think it's a very good point, David. We way seek to constantly say humble and hungry. There's never any assumption from us that VM Ware is completely earned anyplace off rightful leadership until we get thousands, tens of thousands. You know, we have a half a million customers running on our virtualization sets of products that have made us successful for 20 years 70 million virtual machines. But we have toe earn that right and containers, and I think there will be probably 10 times as many containers is their virtual machines. So if it took us 20 years to not just become the leader in in virtual machines but have 70 million virtual machines, I don't think it will be 20 years before there's a billion containers and we seek to be the leader in that platform. Now, why, Why VM Where and why do you think we can win in their long term. What are we doing with developers Number one? We do think there is a container capability independent of virtual machine. And that's what you know, this entire world of what hefty on pivotal brought to us on. You know, many of the hundreds of customers that are using what was formerly pivotal and FDR now what's called Tan Xue have I mean the the case. Studies of what those customers are doing are absolutely incredible. When I listen to them, you take Dick's sporting goods. I mean, they are building curbside, pick up a lot of the world. Now the pandemic is doing e commerce and curbside pick up people are going to the store, That's all based on Tan Xue. We've had companies within this sort of world of pandemic working on contact, tracing app. Some of the diagnostic tools built without they were the lab services and on the 10 zoo platform banks. Large banks are increasingly standardizing on a lot of their consumer facing or wealth management type of applications, anything that they're building rapidly on this container platform. So it's incredible the use cases I'm hearing public sector. The U. S. Air Force was talking about how they've done this. Many of them are not public about how they're modernizing dams, and I tend to learn the best from these vertical use case studies. I mean, I spend a significant part of my life is you know, it s a P and increasingly I want to help the company become a lot more vertical. Use case in banking, public sector, telco manufacturing, CPG retail top four or five where we're seeing a lot of recurrence of these. The Tan Xue portfolio actually brings us closest to almost that s a P type of dialogue because we're having an apse dialogue in the in the speak of an industry as opposed to bits and bytes Notice I haven't talked at all about kubernetes or containers. I'm talking about the business problem being solved in a retailer or a bank or public sector or whatever have you now from a developer audience, which was the second part of your question? Dave, you know, we talked about this, I think a year or two ago. We have five million developers today that we've been able to, you know, as bringing these acquisitions earn some audience with about two or three million from from the spring community and two or three million from the economic community. So think of those five million people who don't know us because of two acquisitions we don't. Obviously spring was inside Vienna where went out of pivotal and then came back. So we really have spent a lot of time with that community. A few weeks ago, we had spring one. You guys are aware of that? That conference record number of attendees okay, Registered, I think of all 40 or 50,000, which is, you know, much bigger than the physical event. And then a substantial number of them attended live physical. So we saw a great momentum out of spring one, and we're really going to take care of that, That that community base of developers as they care about Java Manami also doing really, really well. But then I think the rial audience it now has to come from us becoming part of the conversation. That coupon at AWS re invent at ignite not just the world, I mean via world is not gonna be the only place where infrastructure and developers come to. We're gonna have to be at other events which are very prominent and then have a developer marketplace. So it's gonna be a multiyear effort. We're okay with that. To grow that group of about five million developers that we today Kate or two on then I think there will be three or four other companies that also play very prominently to developers AWS, Microsoft and Google. And if we're one among those three or four companies and remembers including that list, we feel very good about our ability to be in a place where this is a shared community, takes a village to approach and an appeal to those developers. I think there will be one of those four companies that's doing this for many years to >>come. Santa, I got to get your take on. I love your reference to the Web days and how the development environment change and how the simplicity came along very relevant to how we're seeing this digital transformation. But I want to get your thoughts on how you guys were doing pre and now during and Post Cove it. You already had a complicated thing coming on. You had multi cloud. You guys were expanding your into end you had acquisitions, you mentioned a few of them. And then cove it hit. Okay, so now you have Everything is changing you got. He's got more complex city. You have more solutions, and then the customer psychology is change. You got to spectrums of customers, people trying to save their business because it's changed, their customer behavior has changed. And you have other customers that are doubling down because they have a tailwind from Cove it, whether it's a modern app, you know, coming like Zoom and others are doing well because of the environment. So you got your customers air in this in this in this, in this storm, you know, they're trying to save down, modernized or or or go faster. How are you guys changing? Because it's impacted how you sell. People are selling differently, how you implement and how you support customers, because you already had kind of the whole multi cloud going on with the modern APS. I get that, but Cove, it has changed things. How are you guys adopting and changing to meet the customer needs who are just trying to save their business on re factor or double down and continue >>John. Great question. I think I also talked about some of this in one of your previous digital events that you and I talked about. I mean, you go back to the last week of February 1st week of March, actually back up, even in January, my last trip on a plane. Ah, major trip outside this country was the World Economic Forum in Davos. And, you know, there were thousands of us packed into the small digits in Switzerland. I was sitting having dinner with Andy Jassy in a restaurant one night that day. Little did we know. A month later, everything would change on DWhite. We began to do in late February. Early March was first. Take care of employees. You always wanna have the pulse, check employees and be in touch with them. Because the health and safety of employees is much more important than the profits of, um, where you know. So we took care of that. Make sure that folks were taking care of older parents were in good place. We fortunately not lost anyone to death. Covert. We had some covert cases, but they've recovered on. This is an incredible pandemic that connects all of us in the human fabric. It has no separation off skin color or ethnicity or gender, a little bit of difference in people who are older, who might be more affected or prone to it. But we just have to, and it's taught me to be a significantly more empathetic. I began to do certain things that I didn't do before, but I felt was the right thing to do. For example, I've begun to do 25 30 minute calls with every one of my key countries. You know, as I know you, I run customer operations, all of the go to market field teams reporting to me on. I felt it was important for me to be showing up, not just in the big company meetings. We do that and big town halls where you know, some fractions. 30,000 people of VM ware attend, but, you know, go on, do a town hall for everybody in a virtual zoom session in Japan. But in their time zone. So 10 o'clock my time in the night, uh, then do one in China and Australia kind of almost travel around the world virtually, and it's not long calls 25 30 minutes, where 1st 10 or 15 minutes I'm sharing with them what I'm seeing across other countries, the world encouraging them to focus on a few priorities, which I'll talk about in a second and then listening to them for 10 15 minutes and be, uh and then the call on time or maybe even a little earlier, because every one of us is going to resume button going from call to call the call. We're tired of T. There's also mental, you know, fatigue that we've gotta worry about. Mental well, being long term. So that's one that I personally began to change. I began to also get energy because in the past, you know, I would travel to Europe or Asia. You know, 40 50%. My life has travel. It takes a day out of your life on either end, your jet lag. And then even when you get to a Tokyo or Beijing or to Bangalore or the London, getting between sites of these customers is like a 45 minute, sometimes in our commute. Now I'm able to do many of these 25 30 minute call, so I set myself a goal to talk to 1000 chief security officers. I know a lot of CEOs and CFOs from my times at S A P and VM ware, but I didn't know many security officers who often either work for a CEO or report directly to the legal counsel on accountable to the audit committee of the board. And I got a list of these 1,002,000 people we called email them. Man, I gotta tell you, people willing to talk to me just coming, you know, into this I'm about 500 into that. And it was role modeling to my teams that the top of the company is willing to spend as much time as possible. And I have probably gotten a lot more productive in customer conversations now than ever before. And then the final piece of your question, which is what do we tell the customer in terms about portfolio? So these were just more the practices that I was able to adapt during this time that have given me energy on dial, kind of get scared of two things from the portfolio perspective. I think we began to don't notice two things. One is Theo entire move of migration and modernization around the cloud. I describe that as you know, for example, moving to Amazon is a migration opportunity to azure modernization. Is that whole Tan Xue Eminem? Migration of modernization is highly relevant right now. In fact, taking more speed data center spending might be on hold on freeze as people kind of holding till depend, emmick or the GDP recovers. But migration of modernization is accelerating, so we wanna accelerate that part of our portfolio. One of the products we have a cloud on Amazon or Cloud Health or Tan Xue and maybe the other offerings for the other public dog. The second part about portfolio that we're seeing acceleration around is distributed workforce security work from home work from anywhere. And that's that combination off workspace, one for both endpoint management, virtual desktops, common black envelope loud and the announcements we've now made with Z scaler for, uh, distributed work for security or what the analysts called secure access. So message. That's beautiful because everyone working from home, even if they come back to the office, needs a very different model of security and were now becoming a leader in that area. of security. So these two parts of the portfolio you take the five franchise pillars and put them into these two buckets. We began to see momentum. And the final thing, I would say, Guys, just on a soft note. You know, I've had to just think about ways in which I balance work and family. It's just really easy. You know what, 67 months into this pandemic to burn out? Ah, now I've encouraged my team. We've got to think about this as a marathon, not a sprint. Do the personal things that you wanna do that will make your life better through this pandemic. That in practice is that you keep after it. I'll give you one example. I began biking with my kids and during the summer months were able to bike later. Even now in the fall, we're able to do that often, and I hope that's a practice I'm able to do much more often, even after the pandemic. So develop some activities with your family or with the people that you love the most that are seeing you a lot more and hopefully enjoying that time with them that you will keep even after this pandemic ends. >>So, Sanjay, I love that you're spending all this time with CSOs. I mean, I have a Well, maybe not not 1000 but dozens. And they're such smart people. They're really, you know, in the thick of things you mentioned, you know, your partnership with the scale ahead. Scott Stricklin on who is the C. C so of Wyndham? He was talking about the security club. But since the pandemic, there's really three waves. There's the cloud security, the identity, access management and endpoint security. And one of the things that CSOs will tell you is the lack of talent is their biggest challenge. And they're drowning in all these products. And so how should we think about your approach to security and potentially simplifying their lives? >>Yeah. You know, Dave, we talked about this, I think last year, maybe the year before, and what we were trying to do in security was really simplified because the security industry is like 5000 vendors, and it's like, you know, going to a doctor and she tells you to stay healthy. You gotta have 5000 tablets. You just cannot eat that many tablets you take you days, weeks, maybe a month to eat that many tablets. So ah, grand simplification has to happen where that health becomes part of your diet. You eat your proteins and vegetables, you drink your water, do your exercise. And the analogy and security is we cannot deploy dozens of agents and hundreds of alerts and many, many consoles. Uh, infrastructure players like us that have control points. We have 70 million virtual machines. We have 75 million virtual switches. We have, you know, tens of million's off workspace, one of carbon black endpoints that we manage and secure its incumbent enough to take security and making a lot more part of the infrastructure. Reduce the need for dozens and dozens of point tools. And with that comes a grand simplification of both the labor involved in learning all these tools. Andi, eventually also the cost of ownership off those particular tool. So that's one other thing we're seeking to do is increasingly be apart off that education off security professionals were both investing in ah, lot of off, you know, kind of threat protection research on many of our folks you know who are in a threat. Behavioral analytics, you know, kind of thread research. And people have come out of deep hacking experience with the government and others give back to the community and teaching classes. Um, in universities, there are a couple of non profits that are really investing in security, transfer education off CSOs and their teams were contributing to that from the standpoint off the ways in which we can give back both in time talent and also a treasure. So I think is we think about this. You're going to see us making this a long term play. We have a billion dollar security business today. There's not many companies that have, you know, a billion dollar plus of security is probably just two or three, and some of them have hit a wall in terms of their progress sport. We want to be one of the leaders in cybersecurity, and we think we need to do this both in building great product satisfying customers. But then also investing in the learning, the training enable remember, one of the things of B M worlds bright is thes hands on labs and all the training enable that happened at this event. So we will use both our platform. We in world in a variety of about the virtual environments to ensure that we get the best education of security to professional. >>So >>that's gonna be exciting, Because if you look at some of the evaluations of some of the pure plays I mean, you're a cloud security business growing a triple digits and, you know, you see some of these guys with, you know, $30 billion valuations, But I wanted to ask you about the market, E v m. Where used to be so simple Right now, you guys have expanded your tam dramatically. How are you thinking about, you know, the market opportunity? You've got your five franchise platforms. I know you're very disciplined about identifying markets, and then, you know, saying, Okay, now we're gonna go compete. But how do you look at the market and the market data? Give us the update there. >>Yeah, I think. Dave, listen, you know, I like davinci statement. You know, simplicity is the greatest form of sophistication, and I think you've touched on something that which is cos we get bigger. You know, I've had the great privilege of working for two great companies. s a P and B M where the bulk of my last 15 plus years And if something I've learned, you know, it's very easy. Both companies was to throw these TLS three letter acronyms, okay? And I use an acronym and describing the three letter acronyms like er or s ex. I mean, they're all acronyms and a new employee who comes to this company. You know, Carol Property, for example. We just hired her from Google. Is our CMO her first comments like, My goodness, there is a lot of off acronyms here. I've gotta you need a glossary? I had the same reaction when I joined B. M or seven years ago and had the same reaction when I joined the S A. P 15 years ago. Now, of course, two or three years into it, you learn everything and it becomes part of your speed. We have toe constantly. It's like an accordion like you expanded by making it mawr of luminous and deep. But as you do that it gets complex, you then have to simplify it. And that's the job of all of us leaders and I this year, just exemplifying that I don't have it perfect. One of the gifts I do have this communication being able to simplify things. I recorded a five minute video off our five franchise pill. It's just so that the casual person didn't know VM where it could understand on. Then, when I'm on your shore and when on with Jim Cramer and CNBC, I try to simplify, simplify, simplify, simplify because the more you can talk and analogies and pictures, the more the casual user. I mean, of course, and some other audiences. I'm talking to investors. Get it on. Then, Of course, as you go deeper, it should be like progressive layers or feeling of an onion. You can get deeper. It's not like the entire discussion with Sanjay Putin on my team is like, you know, empty suit. It's a superficial discussion. We could go deeper, but you don't have to begin the discussion in the bowels off that, and that's really what we don't do. And then the other part of your question was, how do we think about new markets? You know, we always start with Listen, you sort of core in contact our borough come sort of Jeffrey Moore, Andi in the Jeffrey more context. You think about things that you do really well and then ask yourself outside of that what the Jason sees that are closest to you, that your customers are asking you to advance into on that, either organically to partnerships or through acquisitions. I think John and I talked about in the previous dialogue about the framework of build partner and by, and we always think about it in that order. Where do we advance and any of the moves we've made six years ago, seven years ago and I joined the I felt VM are needed to make a move into mobile to really cement opposition in end user computing. And it took me some time to convince my peers and then the board that we should by Air One, which at that time was the biggest acquisition we've ever done. Okay. Similarly, I'm sure prior to me about Joe Tucci, Pat Nelson. We're thinking about nice here, and I'm moving to networking. Those were too big, inorganic moves. +78 years of Raghu was very involved in that. The decisions we moved to the make the move in the public cloud myself. Rgu pack very involved in the decision. Their toe partner with Amazon, the change and divest be cloud air and then invested in organic effort around what's become the Claudia. That's an organic effort that was an acquisition fast forward to last year. It took me a while to really Are you internally convinced people and then make the move off the second biggest acquisition we made in carbon black and endpoint security cement the security story that we're talking about? Rgu did a similar piece of good work around ad monetization to justify that pivotal needed to come back in. So but you could see all these pieces being adjacent to the core, right? And then you ask yourself, Is that context meaning we could leave it to a partner like you don't see us get into the hardware game we're partnering with. Obviously, the players like Dell and HP, Lenovo and the smart Knick players like Intel in video. In Pensando, you see that as part of the Project Monterey announcement. But the adjacent seas, for example, last year into app modernization up the stack and into security, which I'd say Maura's adjacent horizontal to us. We're now made a lot more logical. And as we then convince ourselves that we could do it, convince our board, make the move, We then have to go and tell our customers. Right? And this entire effort of talking to CSOs What am I doing is doing the same thing that I did to my board last year, simplified to 15 minutes and get thousands of them to understand it. Received feedback, improve it, invest further. And actually, some of the moves were now making this year around our partnership in distributed Workforce Security and Cloud Security and Z scaler. What we're announcing an XDR and Security Analytics. All of the big announcements of security of this conference came from what we heard last year between the last 12 months of my last year. Well, you know, keynote around security, and now, and I predict next year it'll be even further. That's how you advance the puck every year. >>Sanjay, I want to get your thoughts. So now we have a couple minutes left. But we did pull the audience and the community to get some questions for you, since it's virtually wanted to get some representation there. So I got three questions for you. First question, what comes after Cloud and number two is VM Ware security company. And three. What company had you wish you had acquired? >>Oh, my goodness. Okay, the third one eyes gonna be the turkey is one, I think. Listen, because I'm gonna give you my personal opinion, and some of it was probably predates me, so I could probably safely So do that. And maybe put the blame on Joe Tucci or somebody else is no longer here. But let me kind of give you the first two. What comes after cloud? I think clouds gonna be with us for a long time. First off this multi cloud world, you just look at the moment, um, that AWS and azure and the other clouds all have. It's incredible on I think this that multi cloud from phenomenon. But if there's an adapt ation of it, it's gonna be three forms of cloud. People are really only focus today in private public cloud. You have to remember the edge and Telco Cloud and this pendulum off the right balance of workloads between the data center called it a private cloud. The public cloud on one end and the telco edge on the other end. I think we're in a really good position for workloads to really swing between all three of those locations. Three other part that I think comes as a sequel to Cloud is cloud native. All of the capabilities a serverless functions but also containers that you know. Obviously the one could think of that a sister topics to cloud but the entire world of containers. The other seat, uh, then cloud a cloud native will also be topics, but these were all fairly connected. That's how I'd answer the first question. A security company? Absolutely. We you know, we aspire to be one of the leading companies in cyber security. I don't think they will be only one. We have to show this by the wealth on breath of our customers. The revenue momentum we have Gartner ranking us or the analysts ranking us in top rights of magic quadrants being viewed as an innovator simplifying the stack. But listen, we weren't even on the radar. We weren't speaking of the security conferences years ago. Now we are. We have a billion dollar security business, 20,000 plus customers, really strong presences and network endpoint and workload and Cloud Security. The three Coppola's a lot more coming in Security analytics, Cloud Security distributed workforce Security. So we're here to stay. And if anything, BMR persist through this, we're planning for multi your five or 10 year timeframe. And in that course I mean, the competition is smaller. Companies that don't have the breadth and depth of the n words are Andy muscle and are going market. We just have to keep building great products and serving customer on the third man. There's so many. But I mean, I think Listen, when I was looking back, I always wondered this is before I joined so I could say the summit speculatively on. Don't you know, make this This is BMR. Sorry. This is Sanjay one's opinion. Not VM. I gotta make very, very clear. Well, listen, I would have if I was at BMO in 2012 or 2013. I would love to about service now then service. It was a great company. I don't even know maybe the company's talk, but then talk about a very successful company at that time now. Maybe their priorities were different. I wasn't at the company at the time, but I can speculate if that had happened, that would have been an interesting Now I think that was during the time of Paul Maritz here and and so on. So for them, maybe there were other priorities the company need to get done. But at that time, of course, today s so it's not as big of a even slightly bigger market cap than us. So that's not happening. But that's a great example of a good company that I think would have at that time fit very well with VM Ware. And then there's probably we don't look back and regret we move forward. I mean, I think about the acquisitions we have made the big ones. Okay, Nice era air watch pop in black. Pivotal. The big moves we've made in terms of partnership. Amazon. What? We're announcing this This, you know, this week within video and Z scaler. So you never look back and regret. You always look for >>follow up on that To follow up on that from a developer, entrepreneurial or partner Perspective. Can you share where the white spaces for people to innovate around vm Where where where can people partner and play. Whether I'm an entrepreneur in a garage or venture back, funded or say a partner pivoting and or resetting with Govind, where's the white spaces with them? >>I think that, you know, there's gonna be a number off places where the Tan Xue platform develops, as it kind of makes it relevant to developers. I mean, there's, I think the first way we think about this is to make ourselves relevant toe all of that ecosystem around the C I. C. D type apply platform. They're really good partners of ours. They're like, get lab, You know, all of the ways in which open source communities, you know will play alongside that Hash E Corp. Jay frog there number of these companies that are partnering with us and we're excited about all of their relevancy to tend to, and it's our job to go and make that marketplace better and better. You're going to hear more about that coming up from us on. Then there's the set of data companies, you know, con fluent. You know, of course, you've seen a big I p o of a snowflake. All of those data companies, we'll need a very natural synergy. If you think about the old days of middleware, middleware is always sort of separate from the database. I think that's starting to kind of coalesce. And Data and analytics placed on top of the modern day middleware, which is containers I think it's gonna be now does VM or play physically is a data company. We don't know today we're gonna partner very heavily. But picking the right set of partners been fluent is a good example of one on. There's many of the next generation database companies that you're going to see us partner with that will become part of that marketplace influence. And I think, as you see us certainly produce out the VM Ware marketplace for developers. I think this is gonna be a game changing opportunity for us to really take those five million developers and work with the leading companies. You know, I use the example of get Lab is an example get help there. Others that appeal to developers tie them into our developer framework. The one thing you learn about developers, you can't have a mindset. With that, you all come to just us. It's a very mingled village off multiple ecosystems and Venn diagrams that are coalescing. If you try to take over the world, the developer community just basically shuns you. You have to have a very vibrant way in which you are mingling, which is why I described. It's like, Listen, we want our developers to come to our conferences and reinvent and ignite and get the best experience of all those provide tools that coincide with everybody. You have to take a holistic view of this on if you do that over many years, just like the security topic. This is a multi year pursuit for us to be relevant. Developers. We feel good about the future being bright. >>David got five minutes e. >>I thought you were gonna say Zoom, Sanjay, that was That was my wildcard. >>Well, listen, you know, I think it was more recently and very fast catapult Thio success, and I don't know that that's clearly in the complete, you know, sweet spot of the anywhere. I mean, you know, unified collaboration would have probably put us in much more competition with teams and, well, back someone you always have to think about what's in the in the bailiwick of what's closest to us, but zooms a great partner. Uh, I mean, obviously you love to acquire anybody that's hot, but Eric's doing really well. I mean, Erica, I'm sure he had many people try to come to buy him. I'm just so proud of him as a friend of all that he was named to Time magazine Top 100. But what he's done is phenomenon. I think he could build a company that's just his important, his Facebook. So, you know, I encourage him. Don't sell, keep building the company and you'll build a company that's going to be, you know, the enterprise version of Facebook. And I think that's a tremendous opportunity to do this better than anybody else is doing. And you know, I'm as an immigrant. He's, you know, China. Born now American, I'm Indian born, American, assim immigrants. We both have a similar story. I learned a lot from him. I learned a lot from him, from on speed on speed and how to move fast, he tells me he learns a thing to do for me on scale. We teach each other. It's a beautiful friendship. >>We'll make sure you put in a good word for the Kiwi. One more zoom integration >>for a final word or the zoom that is the future Facebook of the enterprise. Whatever, Sanjay, Thank >>you for connecting with us. Virtually. It is a digital foundation. It is an unpredictable world. Um, it's gonna change. It could be software to find the operating models or changing you guys. We're changing how you serve customers with new chief up commercial customer officer you have in place, which is a new hire. Congratulations. And you guys were flexing with the market and you got a tailwind. So congratulations, >>John and Dave. Always a pleasure. We couldn't do this without the partnership. Also with you. Congratulations of Successful Cube. And in its new digital format, Thank you for being with us With VM world here on. Do you know all that you're doing to get the story out? The guests that you have on the show, they look forward, including the nonviable people like, Hey, can I get on the Cuban like, Absolutely. Because they look at your platform is away. I'm telling this story. Thanks for all you're doing. I wish you health and safety. >>I'm gonna bring more community. And Dave is, you know, and Sanjay, and it's easier without the travel. Get more interviews, tell more stories and tell the most important stories. And thank you for telling your story and VM World story here of the emerald 2020. Sanjay Poon in the chief operating officer here on the Cube I'm John for a day Volonte. Thanks for watching Cube Virtual. Thanks for watching.

>>from >>around the >>globe. It's the Cube with digital coverage of pager duty. Summit 2020. Brought to you by pager duty. Hey, welcome back to Brady. Jeffrey here with the Cube in Palo Alto studios today. And we're talking about an upcoming event. It's one of our favorites. This will be the fourth year that we've been doing it. And it's pager duty summit. And we're excited to have from the pager duty team. She's Caroline Gus, the VP of corporate marketing from pager duty. Caroline, Great to see you. >>Hi, Jeff. Great to see you again. >>Absolutely. So, you know, I was thinking before we turn on the cameras we've been doing pager duty for I think this will be like, say, our fourth year that first year was in the cool, um, cruise ship terminal pier. I gotta written appear 27 which was which was nice. And then the last two years, you've been in the, you know, historic Westin ST Francis in downtown San Francisco, which is a cool old venue, but oh, my goodness. You guys were busting at the seams last year. So this year, year to go virtual. There's a whole bunch of new things that that you could do in virtual that you couldn't do in physical space. At least when you're busting out of the seems so First off, Welcome and >>talk a little >>bit about planning for virtual versus planning for a physical event from, you know, head of marketing perspective. >>Absolutely. I mean, the first thing that's changed for us is the number of people that can come. It's five x the number of people that were able to join us, the Western last year. So we have, uh, we we expect to have 10,000 people registered on attending age duty summit. The second thing is thea share number of sessions that we can put on. Last year, I think we had around 25 sessions. This year we have between 40 and 50 on again. That's because we're not constrained by space and physical meeting rooms, so it's being a really exciting process for us. We've built a fantastic agenda on. It's very much personalized, you know, developers come to our event. They love our event for the opportunity to learn mixed with their peers, get best practices and hands on experience. So we have many more of those types of sessions when we have done previously, and that things like labs and Bird of Feather Sessions and Emma's. But we've also built a whole new track of content this year for executives. Page Julie has, um, many of the Fortune 500 on 4100 customers. We work very closely with CEO CTO, so we have built sessions that are really designed specifically for that audience on I think for us it's really opened up. The potential of this event made it so much broader and more appealing than we were able to do when we were, As you say, you know, somewhat confined by the location in downtown San Francisco. >>I think it's such an interesting point. Um, because before you were constrained, right, If you have X number of rooms over a couple of days, you know you've got to make hard decisions on breakouts and what could go in and what can't go in. And, you know, will there be enough demand for these for this session versus another session? Or from the perspective of an attendee, you know, do they have to make hard tradeoffs? I could only attend one session at one oclock on Tuesday and I got to make hard decisions. But this is, you said really opens up the opportunities. I think you said you doubled. You doubled your sessions on and you got five X a number of registrations. So I think, you know, way too many people think about what doesn't happen in digital vs talking about the things that you can do that are impossible in physical. >>Yeah, I think at the very beginning. Well, first of all, we held our Amir summit events in London in July. So that was great because we got Thio go through this experience once already. And what we learned was the rial removal of hurdles in this process. So, to your point about missing the session because you're attending another session, we were calling this sort of the Pelton version of events where you have live sessions. It's great to be there, live participate in the live Q and A, but equally you have an entire on demand library. So if you weren't able to go because there was something else at the same time, this is available on demand for you. So we are actually repeating live sessions on two consecutive day. So on the Monday we're on everything on the Tuesday I ask because show up again for life Q and A at the end of their sessions. But after that it's available forever on an on demand library. So for us, it was really removing hurdles in terms of the amount of content, the scheduling of the content on also the number of people that content in attend, no geographical boundaries anymore. It used to be that a customer of ours would think, Well, I'll send one or two people to the page duty summit. They could learn all the great innovation from page duty, and they'll bring it back to the team that's completely changed. You know, we have tens of 20 signing up on. All of them are able to get that experience firsthand. >>That's really interesting. I didn't didn't even think about, you know, kind of whole teams being able to attend down instead of just certain individuals because of budget constraints, or you can't send your whole team, you know, a way for a conference in a particular area. But the piece to that you're supporting that were over and over is that the net new registrants goes up so dramatically in terms of the names and and and who those individuals are because a lot of people just couldn't attend for for various reasons, whether it's cost, whether it's, uh, geography, whether it's they just can't take time off from from from leaving their primary job. So it's a really interesting opportunity to open up, um, the participation to such a much bigger like you said five x five X, and increase in the registration. That's pretty good number. >>That's right. Yeah. I mean, that crossed boundaries gone away. This event is free on DWhite. That's actually meant is, as I say, you know, larger teams from the same company are attending. Uh, In addition, we have a number of attendees who are not actually paid to duty customers right now to previously. This was very much a community event for, you know, our page duty users on now we actually have a large number of I asked, interested future customers that will be coming to the event. So that's really important for us. And also, I think, for our sponsor partners as well, because it's bordering out the audience for both of us. So let's >>talk about sponsors for a minute, because, um, one of the big things in virtual events that people are talking about quite often is. Okay, I can do the keynotes, and I could do the sessions. And now I have all these breakout sessions for, um, you know, training and certification and customer stories, etcetera. But when it comes to sponsors, right sponsors used, you know, go to events to set up a booth and hand out swag and wander badge. Right? And it really was feeding kind of a top level down funnel. That was really important. Well, now those have gone away. Physical events. So from the sponsor perspective, you know, what can they expect? What? What do you know the sponsor experience at pager duty Summit. Since I don't have a little tiny booth at the Westin ST Francis given out swag this year. >>Yeah. So one important thing is the agenda and how we're involving our sponsors in our agenda this time, something that we learned is we used to have very long keynotes. You know, the keynote could be an hour long on involved multiple components and people would stay in that room for a now er on did really stay and watch sessions all day. So we learned in the virtual format that we need to be shorter and more precise in our sessions on that opened up the opportunity to bring in more of our partners, our sponsorship partners. So zendesk Salesforce, Microsoft some examples. So they actually get to have their piece of both of our keynote sessions and of our technical product sessions. I'm really explain both the partnership with pager duty, but also they're called technology and the value that they provide customers. So I think that the presence of sponsors in content is much higher than it was before on we are still repeating the Expo format, so we actually do have on Expo Hall that any time there's breaking between sessions, you could go over to the Expo ball, and it actually runs throughout as well, and you can go in and you can talk to the teams. You can see product demos, so it's very much a virtual version of the Expo Hall where you went and you want around and you picked up a bit of swag, >>so you mentioned keynotes and and Jennifer and and the team has always had a fantastic keynotes. I mean, I just saw Jennifer being interviewed with Frank's Luqman and and Eric Juan from Zoom By by Curry, which was pretty amazing. I felt kind of jealous that I didn't get to do that. But, um, talk tell us a little bit about some of the speakers I know there'll be some some, you know, kind of big rally moment speakers as well as some that are more down to technical track or another track. Give us some highlights on on some of the people. I will be sharing the stage with Jennifer. >>Absolutely, I said. I think what's really unique about Page duty Summit is that we designed types of content for different types of attendees. So if you're a developer, your practitioner, we have something like this from Jones of Honeycombs, who's talking about who builds the tools that we all rely on today, and how do they collaborate to build them together in this virtual world? Or we have J. Paul Reed from Netflix talking about how to handle the stress of being involved in incidents, So that's really sessions for our core audience of developers who are part of our community and pager duty really helps them day to day with with that job. And then we have the more aspirational senior level speakers who could really learn from a ZA leader. So Bret Taylor, president and CEO of Salesforce, will be joining us on the main stage. You'll be talking about innovation and trust in today's world on. Then we have Derrick Johnson. He is president of N A A. C P, and he'll be talking about community engagement and particularly voter engagement, which is such an important topic for us right now. Aan den. We have leaders from within our customers who are really talking about the way they use pager duty thio drive change in their organization. So an example would be porches, bro. He runs digital for Fox on, and he's gonna be talking about digital acceleration. How large organization like Fox can really accelerate for this digital first world that we find ourselves living in right now, >>right? Well, you guys have such a developer focus because pager duty, the product of solution, has to integrate with so many other, um, infrastructure, you know, monitoring and, uh, and all of all those different systems because you guys were basically at the front line, you know, sending them the signals that go into those systems. So you have such a broad, you know, kind of ecosystem of technology partners. I don't know if people are familiar with all the integrations that you guys have built over the years, which is such a key piece of your go to market. >>That's right. I mean, we we like to say we're at the center of the digital ecosystem. We have 203 170 integrations on. That's important because we want anyone to be able to use page duty no matter what is in their technology stack technology stacks today are more complex than they've ever been before, particularly with businesses having to shift to this digital first model since we all began shelter in place, you know, we all are living through digital on working and learning through digital on DSO. The technology stacks that power that are more complicated than ever before. So by having 370 integrations, we really know that we conserve pretty much any set of services that your business. It's using. >>Yeah, we've all seen all the means right about who's who's pushing your digital transformation. You know, the CEO, the CEO or or covert. And we all know the answer to toe what's accelerated that whole process. So okay, but so before I let you go, I don't even think we've mentioned the date. So it's coming up Monday, September, September 21st through Thursday, September 24th not at the West End Online and again. What air? What are you hoping? You're kind of the key takeaways for the attendees after they come to the summit? >>Yeah, a couple of things. I mean, first of all, I think will be a sense of belonging. Three attendees, the uses, a pager duty. They are really the teams that are at the forefront of keeping our digital services working on. But what that means is responding to incidents we've actually seen. Ah, 38% increase in the volume of incidents on our platform since covert and shelter in place began. Wait 30 >>38% increase in incidents since mid March. >>That's correct. Since the beginning of on bear in mind incidents. Prior to that in the six months prior, they were pretty flat. There wasn't instant growth. But what we've also seen is a 20% improvement in the time that it takes to resolve an incident from five minutes down to four minutes. So what that really means is that the pager duty community is working really hard. They're improving their practices. Hopefully our platform, our platform is a key part of how, but these are some people under pressure, so I hope that people can come and they can experience a sense of belonging. They can learn from each other about experiences. How do you manage the stress of that situation on what are some of the great innovations that make your job easier in the year ahead? The second thing that we don't for that community is that we are offering certification for P. D. You page due to university for free this year. It's of course, with a value of $7500. Last year, you would attend page duty summit on you would sit through your sessions and you would learn and you would get certified. So this year it's offered for free. You take the course during summit. But you can also carry on if you miss anything for 30 days after. So we're really feeling that, you know, we're giving back there, offering a great program for certification and improved skills completely free to help our community in this in this time of pressure, >>right? Right. Well, it is a very passionate community, and, you know, we go to so many events and you can you can really tell it's palatable, you know, kind of what the where the tight communities are and where people are excited to see each other and where they help each other, not necessarily only at the event, but you know, throughout the year. And I think you know a huge shout out to Jennifer on the culture that she's built there because it is very warm. It's very inclusive, is very positive. And and that energy, you know, kind of goes throughout the whole company and ice the teaser. You know this in something that's built around a device that most of the kids today don't even know what a pager is, and just the whole concept of carrying a pager and being on call right and being responsible. It's a very different way to kind of look at the world when you're the one that has that thing on your hip and it's buzzing and someone's expecting, Ah, return call and you gotta fix something So you know, a huge shout out to keep a positive and you're smiling nice and big culture in a job where you're basically fixing broken things most of the time. >>Yeah, absolutely. I mean, there's, I think, a joke that we make you know these things only break on Friday night or your wedding anniversary or Thanksgiving. But one of the announcements we're most excited about this year is the level of automation on artificial intelligence that we're building into our platform that is really going to reduce the number of interruptions that developers get when they are uncle. >>Yeah, I look forward to more conversations because we're gonna be doing a bunch of Cube interviews like Normal and, uh, you know, applied artificial intelligence, I think, is where all the excitement is. It's not a generic thing. It's where you applied in a specific application to get great business outcomes. So I look forward to that conversation and hopefully we'll be able to talk again and good luck to you and the team in the last few weeks of preparation. >>Thanks so much, Jeff. I've enjoyed talking to you. Thanks for having me. >>Alright. You too. And we'll see you later. Alright. She is Caroline. I'm Jeff. You're watching the Cube. Thanks for watching. We'll see you next time.