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Supercloud2 Preview


 

>>Hello everyone. Welcome to the Super Cloud Event preview. I'm John Forry, host of the Cube, and with Dave Valante, host of the popular Super cloud events. This is Super Cloud two preview. I'm joined by industry leader and Cube alumni, Victoria Vigo, vice president of klos Cross Cloud Services at VMware. Vittorio. Great to see you. We're here for the preview of Super Cloud two on January 17th, virtual event, live stage performance, but streamed out to the audience virtually. We're gonna do a preview. Thanks for coming in. >>My pleasure. Always glad to be here. >>It's holiday time. We had the first super cloud on in August prior to VMware, explore North America prior to VMware, explore Europe prior to reinvent. We've been through that, but right now, super Cloud has got momentum. Super Cloud two has got some success. Before we dig into it, let's take a step back and set the table. What is Super Cloud and why is important? Why are people buzzing about it? Why is it a thing? >>Look, we have been in the cloud now for like 10, 15 years and the cloud is going strong and I, I would say that going cloud first was deliberate and strategic in most cases. In some cases the, the developer was going for the path of risk resistance, but in any sizable company, this caused the companies to end up in a multi-cloud world where 85% of the companies out there use two or multiple clouds. And with that comes what we call cloud chaos, because each cloud brings their own management tools, development tools, security. And so that increase the complexity and cost. And so we believe that it's time to usher a new era in cloud computing, which we, you call the super cloud. We call it cross cloud services, which allows our customers to have a single way to build, manage, secure, and access any application across any cloud. Lowering the cost and simplifying the environment. Since >>Dave Ante and I introduced and rift on the concept of Supercloud, as we talked about at reinvent last year, a lot has happened. Supercloud one, it was in August, but prior to that, great momentum in the industry. Great conversation. People are loving it, they're hating it, which means it's got some traction. Berkeley has come on board as with a position paper. They're kind of endorsing it. They call it something different. You call it cross cloud services, whatever it is. It's kind of the same theme we're seeing. And so the industry has recognized something is happening that's different than what Cloud one was or the first generation of cloud. Now we have something different. This Super Cloud two in January. This event has traction with practitioners, customers, big name brands, Sachs, fifth Avenue, Warner, media Financial, mercury Financial, other big names are here. They're leaning in. They're excited. Why the traction in the customer's industry converts over to, to the customer traction. Why is it happening? You, you get a lot of data. >>Well, in, in Super Cloud one, it was a vendor fest, right? But these vendors are smart people that get their vision from where, from the customers. This, this stuff doesn't happen in a vacuum. We all talk to customers and we tend to lean on the early adopters and the early adopters of the cloud are the ones that are telling us, we now are in a place where the complexity is too much. The cost is ballooning. We're going towards slow down potentially in the economy. We need to get better economics out of, of our cloud. And so every single customers I talked to today, or any sizable company as this problem, the developers have gone off, built all these applications, and now the business is coming to the operators and asking, where are my applications? Are they performing? What is the security posture? And how do we do compliance? And so now they're realizing we need to do something about this or it is gonna be unmanageable. >>I wanna go to a clip I pulled out from the, our video data lake and the cube. If we can go to that clip, it's Chuck Whitten Dell at a keynote. He was talking about what he calls multi-cloud by default, not by design. This is a state of the, of the industry. If we're gonna roll that clip, and I wanna get your reaction to that. >>Well, look, customers have woken up with multiple clouds, you know, multiple public clouds. On-premise clouds increasingly as the edge becomes much more a reality for customers clouds at the edge. And so that's what we mean by multi-cloud by default. It's not yet been designed strategically. I think our argument yesterday was it can be, and it should be, it is a very logical place for architecture to land because ultimately customers want the innovation across all of the hyperscale public clouds. They will see workloads and use cases where they wanna maintain an on-premise cloud. On-premise clouds are not going away. I mentioned edge Cloud, so it should be strategic. It's just not today. It doesn't work particularly well today. So when we say multi-cloud, by default we mean that's the state of the world. Today, our goal is to bring multi-cloud by design, as you heard. Yeah, I >>Mean, I, okay, Vittorio, that's, that's the head of Dell Technologies president. He obvious he runs it. Michael Dell's still around, but you know, he's the leader. This is a interesting observation. You know, he's not a customer. We have some customer equips we'll go to as well, but by default it kind of happened not by design. So we're now kind of in a zoom out issue where, okay, I got this environment just landed on me. What, what is the, what's your reaction to that clip of how multi-cloud has become present in, in everyone's on everyone's plate right now to deal with? Yeah, >>I it is, it is multi-cloud by default, I would call it by accident. We, we really got there by accident. I think now it's time to make it a strategic asset because look, we're using multiple cloud for a reason, because all these hyperscaler bring tremendous innovation that we want to leverage. But I strongly believe that in it, especially history repeat itself, right? And so if you look at the history of it, as was always when a new level of obstruction that simplify things, that we got the next level of innovation at the lower cost, you know, from going from c plus plus to Visual basic, going from integrating application at the bits of by layer to SOA and then web services. It's, it's only when we simplify the environment that we can go faster and lower cost. And the multi-cloud is ready for that level of obstruction today. >>You know, you've made some good points. You know, developers went crazy building great apps. Now they got, they gotta roll it out and operationalize it globally. A lot of compliance issues going on. The costs are going up. We got an economic challenge, but also agility with the cloud. So using cloud and or hybrid, you can get better agility. And also moving to the cloud, it's kind of still slow. Okay, so I get that at reinvent this year and at VMware explorer we were observing and we reported that you're seeing a transition to a new kind of ecosystem partner. Ones that aren't just ISVs anymore. You have ISVs, independent software vendors, but you got the emergence of bigger players that just, they got platforms, they have their own ecosystems. So you're seeing ecosystems on top of ecosystems where, you know, MongoDB CEO and the Databricks CEO both told me, we're not an isv, we're a platform built on a cloud. So this new kind of super cloudlike thing is going on. Why should someone pay attention to the super cloud movement? We're on two, we're gonna continue to do these out in the open. Anyone can participate. Why should people pay attention to this? Why should they come to the event? Why is this important? Is this truly an inflection point? And if they do pay attention, what should they pay attention to? >>I would pay attention to two things. If you are customers that are now starting to realize that you have a multi-cloud problem and the costs are getting outta control, look at what the leading vendors are saying, connect the dots with the early adopters and some of the customers that we are gonna have at Super Cloud two, and use those learning to not fall into the same trap. So I, I'll give you an example. I was talking to a Fortune 50 in Europe in my latest trip, and this is an a CIO that is telling me >>We build all these applications and now for compliance reason, the business is coming to me, I don't even know where they are, right? And so what I was telling him, so look, there are other customers that are already there. What did they do? They built a platform engineering team. What is the platform? Engineering team is a, is an operation team that understands how developers build modern applications and lays down the foundation across multiple clouds. So the developers can be developers and do their thing, which is writing code. But now you as a cio, as a, as a, as a governing body, as a security team can have the guardrail. So do you know that these applications are performing at a lower cost and are secure and compliant? >>Patura, you know, it's really encouraging and, and love to get your thoughts on this is one is the general consensus of industry leaders. I talked to like yourself in the round is the old way was soft complexity with more complexity. The cloud demand simplicity, you mentioned abstraction layer. This is our next inflection point. It's gotta be simpler and it's gotta be easy and it's gotta be performant. That's the table stakes of the cloud. What's your thoughts on this next wave of simplicity versus complexity? Because again, abstraction layers take away complexity, they should make it simpler. What's your thoughts? >>Yeah, so I'll give you few examples. One, on the development side and runtime. You, you one would think that Kubernetes will solve all the problems you have Kubernetes everywhere, just look at, but every cloud has a different distribution of Kubernetes, right? So for example, at VMware with tansu, we create a single place that allows you to deploy that any Kubernetes environment. But now you have one place to set your policies. We take care of the differences between this, this system. The second area is management, right? So once you have all everything deployed, how do you get a single object model that tells you where your stuff is and how it's performing, and then apply policies to it as well. So these are two areas and security and so on and so forth. So the idea is that figure out what you can abstract and make common across cloud. Make that simple and put it in one place while always allowing the developers to go underneath and use the differentiated features for innovation. >>Yeah, one of the areas I'm excited, I want to get your thoughts of too is, we haven't talked about this in the past, but it, I'll throw it out there. I think the, the new AI coming out chat, G P T and other things like lens, you see it and see new kinds of AI coming that's gonna be right in the heavy lifting opportunity to make things easier with AI and automation. I think AI will be a big factor in super cloud and, and cross cloud. What's your thoughts? >>Well, the one way to look at AI is, is one of the main, main services that you would want out of a multi-cloud, right? You want eventually, right now Google seems to have an edge, but you know, the competition creates, you know, innovation. So later on you wanna use something from Azure or from or from Oracle or something that, so you want at some point that is gonna be prone every single service in in the cloud is gonna be prone to obstruction and simplification. And I, I'm just excited about to see >>What book, I can't wait for the chat services to write code automatically for us. Well, >>They >>Do, they do. They're doing it now. They do. >>Oh, the other day, somebody, you know that I do this song par this for. So for fun sometimes. And somebody the other day said, ask the AI to write a parody song for multi-cloud. And so I have the lyrics stay >>Tuned. I should do that from my blog post. Hey, write a blog post on this January 17th, Victoria, thanks for coming in, sharing the preview bottom line. Why should people come? Why is it important? What's your final kind of takeaway? Billboard message >>History is repeat itself. It goes to three major inflection points, right? We had the inflection point with the cloud and the people that got left behind, they were not as competitive as the people that got on top o of this wave. The new wave is the super cloud, what we call cross cloud services. So if you are a customer that is experiencing this problem today, tune in to to hear from other customers in, in your same space. If you are behind, tune in to avoid the, the, the, the mistakes and the, the shortfalls of this new wave. And so that you can use multi-cloud to accelerate your business and kick butt in the future. >>All right. Kicking kick your names and kicking butt. Okay, we're here on J January 17th. Super Cloud two. Momentum continues. We'll be super cloud three. There'll be super cloud floor. More and more open conversations. Join the community, join the conversation. It's open. We want more voices. We want more, more industry. We want more customers. It's happening. A lot of momentum. Victoria, thank you for your time. Thank you. Okay. I'm John Farer, host of the Cube. Thanks for watching.

Published Date : Dec 16 2022

SUMMARY :

I'm John Forry, host of the Cube, and with Dave Valante, Always glad to be here. We had the first super cloud on in August prior to VMware, And so that increase the complexity And so the industry has recognized something are the ones that are telling us, we now are in a place where the complexity is too much. If we're gonna roll that clip, and I wanna get your reaction to that. Today, our goal is to bring multi-cloud by design, as you heard. Michael Dell's still around, but you know, he's the leader. application at the bits of by layer to SOA and then web services. Why should they come to the event? to realize that you have a multi-cloud problem and the costs are getting outta control, look at what What is the platform? Patura, you know, it's really encouraging and, and love to get your thoughts on this is one is the So the idea is that figure Yeah, one of the areas I'm excited, I want to get your thoughts of too is, we haven't talked about this in the past, but it, I'll throw it out there. single service in in the cloud is gonna be prone to obstruction and simplification. What book, I can't wait for the chat services to write code automatically for us. They're doing it now. And somebody the other day said, ask the AI to write a parody song for multi-cloud. Victoria, thanks for coming in, sharing the preview bottom line. And so that you can use I'm John Farer, host of the Cube.

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Hitachi Vantara Drives Customer Success with Partners


 

>>Partnerships in the technology business, they take many forms. For example, technology engineering partnerships, they drive value in terms of things like integration and simplification for customers. There are product partnerships. They fill gaps to create more comprehensive portfolios and more fluid relationships. Partner ecosystems offer high touch services. They offer managed services, specialty services, and other types of value based off of strong customer knowledge and years of built up trust partner. Ecosystems have evolved quite dramatically over the last decade with the explosion of data and the popularity of cloud models. Public, private, hybrid cross clouds. You know, yes it's true. Partnerships are about selling solutions, but they're also about building long term sustainable trust, where a seller learns the ins and outs of a customer's organization and can anticipate needs that are gonna drive bottom line profits for both sides of the equation, the buyer and the seller. >>Hello and welcome to our program. My name is Dave Ante and along with Lisa Martin, we're going to explore how Hitachi Van Tara drives customer success with its partners. First up, Lisa speaks with Kim King. She's the senior vice president of Strategic Partners and Alliances at Hitachi Van. And they'll set the table for us with an overview of how Hitachi is working with partners and where their priorities are focused. Then Russell Kingsley, he's the CTO and global VP of Technical sales at Hitachi Van Tara. He joins Lisa for a discussion of the tech and they're gonna get into cloud generally and hybrid cloud specifically in the role that partners play in the growing as a service movement. Now, after that I'll talk with Tom Christensen, he's the global technology advisor and executive analyst at Hitachi Vitara. And we're gonna talk about a really important topic, sustainability. We're gonna discuss where it came from, why it matters, and how it can drive bottom line profitability for both customers and partners. Let's get right to it. >>Where for the data driven, for those who understand clarity is currency. Believe progress requires precision and no neutral is not an option. We're for the data driven. The ones who can't tolerate failure, who won't put up with downtime or allow access to just anyone. We're for the data driven who act on insight instead of instinct. Bank on privacy instead of probabilities and rely on resilience instead of reaction. We see ourselves in the obsessive, the incessant, progressive, and the meticulously engineered. We enable the incredible identify with the analytical and are synonymous with the mission critical. We know what it means to be data driven because data is in our dna. We were born industrial and and we breathe digital. We speak predictive analytics so you can keep supply chains moving. We bleed in store and online insights so you can accurately predict customer preferences. We sweat security and digital privacy so you can turn complex regulations into competitive advantage. We break down barriers and eliminate silos. So you can go from data rich to data driven because it's clear the future belongs to the data driven. >>Hey everyone, welcome to this conversation. Lisa Martin here with Kim King, the SVP of Strategic Partners and Alliances at Hitachi Ventera. Kim, it's great to have you on the program. Thank you so much for joining me today. >>Thanks Lisa. It's great to be here. >>Let's talk about, so as we know, we talk about cloud all the time, the landscape, the cloud infrastructure landscape increasingly getting more and more complex. What are some of the biggest challenges and pain points that you're hearing from customers today? >>Yeah, so lot. There are lots, but I would say the, the few that we hear consistently are cost the complexity, right? Really the complexity of where do they go, how do they do it, and then availability. They have a lot of available options, but again, going back to complexity and cost, where do they think that they should move and how, how do they make that a successful move to the cloud? >>So talk to me, Hitachi Ventura has a great partner ecosystem. Where do partners play a role in helping customers to address some of the challenges with respect to the cloud landscape? >>Yeah, so part, our partners are really leading the way in the area of cloud in terms of helping customers understand the complexities of the cloud. As we talked about, they're truly the trusted advisor. So when they look at a customer's complete infrastructure, what are the workloads, what are the CRI critical applications that they work with? What's the unique architecture that they have to drive with that customer for a successful outcome and help them architect that? And so partners are truly leading the way across the board, understanding the complexities of each individual customer and then helping them make the right decisions with and for them. And then bringing us along as part of that, >>Talk to me a little bit about the partner landscape, the partner ecosystem at Hitachi Ventura. How does this fit into the overall strategy for the company? >>So we really look at our ecosystem as an extension of our sales organization and and really extension across the board, I would say our goal is to marry the right customer with the right partner and help them achieve their goals, ensure that they keep costs in check, that they ensure they don't have any security concerns, and that they have availability for the solutions and applications that they're trying to move to the cloud, which is most important. So we really, we really look at our ecosystem as a specialty ecosystem that adds high value for the right customers. >>So Kim, talk to me about how partners fit into Hitachi van's overall strategy. >>So I think our biggest differentiators with partners is that they're not just another number. Our partner organization is that valued extension of our overall sales pre-sales services organization. And we treat them like an extension of our organization. It's funny because I was just on a call with an analyst earlier this week and they said that AWS has increased their number of partners to 150,000 partners from, it was just under a hundred thousand. And I'm really not sure how you provide quality engagement to partners, right? And is how is that really a sustainable strategy? So for us, we look at trusted engagement across the ecosystem as a def differentiation. Really our goal is to make their life simple and profitable and really become their primary trusted partner when we go to market with them. And we see that paying dividends with our partners as they engage with us and as they expand and grow across the segments and then grow globally with us as well. >>And that's key, right? That synergistic approach when you're in customer conversations, what do you articulate as the key competitive differentiators where it relates to your partners? >>So really the, that they're the trusted advisor for that partner, right? That they understand our solutions better than any solution out there. And because we're not trying to be all things to our customers and our partners that we being bring best breaths of breed, best of breed solutions to our customers through our partner community, they can truly provide that end user experience and the successful outcome that's needed without, you know, sort of all kinds of, you know, crazy cha challenges, right? When you look at it, they really wanna make sure that they're driving that co-developed solution and the successful outcome for that customer. >>So then how do you feel that Hitachi Ventura helps partners really to grow and expand their own business? >>Wow, so that's, there's tons of ways, but we've, we've created a very simplified, what we call digital selling platform. And in that digital selling platform, we have allowed our partners to choose their own price and pre-approve their pricing and their promotions. They've actually, we've expanded the way we go to market with our partners from a sort of a technical capabilities. We give them online what we call Hitachi online labs that allow them to really leverage all of the solutions and demo systems out there today. And they have complete access to any one of our resources, product management. And so we really have, like I said, we actually provide our partners with better tools and resources sometimes than we do our own sales and pre-sales organization. So we, we look at them as, because they have so many other solutions out there that we have to be one step ahead of everybody else to give them that solution capability and the expertise that they need for their customers. >>So if you dig in, where is it that Hiti is helping partners succeed with your portfolio? >>Wow. So I think just across the board, I think we're really driving that profitable, trusted, and simplified engagement with our partner community because it's a value base and ease of doing business. I say that we allow them to scale and drive that sort of double digit growth through all of the solutions and and offerings that we have today. And because we've taken the approach of a very complex technical sort of infrastructure from a high end perspective and scale it all the way through to our mid-size enterprise, that allows them to really enter any customer at any vertical and provide them a really quality solution with that 100% data availability guarantee that we provide all of our customers. >>So then if we look at the overall sales cycle and the engagement, where is it that you're helping cus your partners rather succeed with the portfolio? >>Say that again? Sorry, my brain broke. No, >>No worries. So if we look at the overall sales cycle, where is it specifically where you're helping customers to succeed with the portfolio? >>So from the sales cycle, I think because we have the, a solution that is simple, easy, and really scaled for the type of customer that we have out there, it allows them to basically right size their infrastructure based on the application, the workload, the quality or the need that application may have and ensure that we provide them with that best solution. >>So then from a partner's perspective, how is it that Hitachi van is helping them to actually close deals faster? >>Yeah, so lots of great ways I think between our pre-sales organization that's on call and available a hundred percent of the time, I think that we've seen, again, the trusted engagement with them from a pricing and packaging perspective. You know, we, you know, two years ago it would take them two to three weeks to get a pre-approved quote where today they preapproved their own quotes in less than an hour and can have that in the hands of a customer. So we've seen that the ability for our partners to create and close orders in very short periods of time and actually get to the customer's needs very quickly, >>So dramatically faster. Yes. Talk about overall, so the partner relationship's quite strong, very synergistic that, that Hitachi Ventura has with its customers. Let's kind of step back out and look at the cloud infrastructure. How do you see it evolving the market evolving overall in say the next six months, 12 months? >>Yeah, so we see it significantly, we've been doing a lot of studies around this specifically. So we have a couple of different teams. We have our sort of our standard partner team that's out there and now we have a specialty cloud service provider team that really focuses on partners that are building and their own infrastructure or leveraging the infrastructure of a large hyperscaler or another GSI and selling that out. And then what we found is when we dig down deeper into our standard sort of partner reseller or value added reseller market, what we're seeing is that they are want to have the capability to resell the solution, but they don't necessarily wanna have to own and manage the infrastructure themselves. So we're helping both of them through that transition. We see that it's gonna, so it's funny cuz you're seeing a combination of many customers move to really the hyperscale or public cloud and many of them want to repatriate their infrastructure back because they see costs and they see challenges around all of that. And so our partners are helping them understand, again, what is the best solution for them as opposed to let's just throw everything in the public cloud and hope that it works. We're we're really helping them make the right choices and decisions and we're putting the right partners together to make that happen. >>And how was that feedback, that data helping you to really grow and expand the partner program as a whole? >>Yeah, so it's been fantastic. We have a whole methodology that we, we created, which is called PDM plan, develop monetize with partners. And so we went specifically to market with cloud service providers that'll, and we really tested this out with them. We didn't just take a solution and say, here, go sell it, good luck and have, you know, have a nice day. Many vendors are doing that to their partners and the partners are struggling to monetize those solutions. So we spend a lot of time upfront planning with them what is not only the storage infrastructure but your potentially your data resiliency and, and everything else that you're looking at your security solutions. How do we package those all together? How do we help you monetize them? And then who do you target from a customer perspective so that they've built up a pipeline of opportunities that they can go and work with us on and we really sit side by side with them in a co-development environment. >>In terms of that side by side relationship, how does the partner ecosystem play a role in Hitachi Venturas as a service business? >>So our primary go to market with our, as a service business is with and through partners. So our goal is to drive all, almost all of of our as a service. Unless it's super highly complex and something that a partner cannot support, we will make sure that they really, we leverage that with them with all of our partners. >>So strong partner relationships, very strong partner ecosystem. What would you say, Kim, are the priorities for the partner ecosystem going forward? The next say year? >>Yeah, so we have tons of priorities, right? I think really it's double digit growth for them and for us and understanding how a simpler approach that's customized for the specific vertical or customer base or go to market that they have that helps them quickly navigate to be successful. Our goal is always to facilitate trusted engagements with our partners, right? And then really, as I said, directionally our goal is to be 95 to a hundred percent of all of our business through partners, which helps customers and then really use that trusted advisor status they have to provide that value base to the customer. And then going back on our core tenants, which are, you know, really a trusted, simplified, profitable engagement with our partner community that allows them to really drive successful outcomes and go to market with us. And the end users >>Trust is such an important word, we can't underutilize it in these conversations. Last question. Sure. From a channel business perspective, what are some of the priorities coming down the pi? >>Oh, again, my biggest priority right, is always to increase the number of partner success stories that we have and increase the value to our partners. So we really dig in, we, we right now sit about number one or number two in, in our space with our partners in ease of doing business and value to our channel community. We wanna be number one across the board, right? Our goal is to make sure that our partner community is successful and that they really have those profitable engagements and that we're globally working with them to drive that engagement and, and help them build more profitable businesses. And so we just take tons of feedback from our partners regularly to help them understand, but we, we act on it very quickly so that we can make sure we incorporate that into our new program and our go to markets as we roll out every year. >>It sounds like a great flywheel of communications from the partners. Kim, thank you so much for joining me today talking about what Hitachi Vanta is doing with its partner ecosystem, the value in IT for customers. We appreciate your insights. >>Thank you very much. >>Up next, Russell Kingsley joins me, TTO and global VP of technical sales at Hitachi van you watch in the cube, the leader in live tech coverage. Hey everyone, welcome back to our conversation with Hitachi van Tara, Lisa Martin here with Russell Skillings Lee, the CTO and global VP of technical sales at Hitachi Van Russell. Welcome to the program. >>Hi Lisa, nice to be here. >>Yeah, great to have you. So here we are, the end of calendar year 2022. What are some of the things that you're hearing out in the field in terms of customers priorities for 2023? >>Yeah, good one. Just to, to set the scene here, we tend to deal with enterprises that have mission critical IT environments and this has been been our heritage and continues to be our major strength. So just to set the scene here, that's the type of customers predominantly I'd be hearing from. And so that's what you're gonna hear about here. Now, in terms of 20 23, 1 of the, the macro concerns that's hitting almost all of our customers right now, as you can probably appreciate is power consumption. And closely related to that is the whole area of ESG and decarbonization and all of that sort of thing. And I'm not gonna spend a lot of time on that one because that would be a whole session in itself really, but sufficient to say it is a priority for us and we, we are very active in, in that area. >>So aside from from that one that that big one, there's also a couple that are pretty much in common for most of our customers and, and we're in areas that we can help. One of those is in an exponential growth of the amount of data. It's, it's predicted that the world's data is going to triple by 2025 as opposed to where it was in 2020. And I think everyone's contributing to that, including a lot of our customers. So just the, the act of managing that amount of data is, is a challenge in itself. And I think closely related to that, a desire to use that data better to be able to gain more business insights and potentially create new business outcomes and business ideas are, is another one of those big challenges in, in that sense, I think a lot of our customers are in what I would kind of call, I affectionately call the, the post Facebook awakening era. >>And that, and what I mean by that is our traditional businesses, you know, when Facebook came along, they kind of illustrated, hey, I can actually make some use out of what is seemingly an enormous amount of useless data, which is exactly what Facebook did. They took a whole lot of people's Yeah. The minutia of people's lives and turned it into, you know, advertising revenue by gaining insights from, from those, you know, sort of seemingly useless bits of data and, you know, right. And I think this actually gave rise to a lot of digital business at that time. You know, the, this whole idea of what all you really need to be successful and disrupt the business is, you know, a great idea, you know, an app and a whole bunch of data to, to power it. And I think that a lot of our traditional customers are looking at this and wondering how do they get into the act? Because they've been collecting data for decades, an enormous amount of data, right? >>Yes. I mean, every company these days has to be a data company, but to your point, they've gotta be able to extract those insights, monetize it, and create real value new opportunities for the business at record speed. >>Yes, that's exactly right. And so being able to, to wield that data somehow turn it, it kind of turns out our customer's attentions to the type of infrastructure they've got as well. I mean, if you think about those, those companies that have been really successful in leveraging that data, a lot of them have, especially in the early days, leverage the cloud to be able to build out their capabilities. And, and the reason why the cloud became such a pivotal part of that is because it offered self-service. IT and, you know, easy development platforms to those people that had these great ideas. All they needed was access to, to, you know, the provider's website and a credit card. And now all of a sudden they could start to build a business from that. And I think a lot of our traditional IT customers are looking at this and thinking, now how do I build a similar sort of infrastructure? How do I, how do I provide that kind of self-service capability to the owners of business inside my company rather than the IT company sort of being a gatekeeper to a selected set of software packages. How now do I provide this development platform for those internal users? And I think this, this is why really hybrid cloud has become the defacto IT sort of architectural standard, even even for quite traditional, you know, IT companies. >>So when it comes to hybrid cloud, what are some of the challenges the customers are facing? And then I know Hitachi has a great partner ecosystem. How are partners helping Hitachi Ventura and its customers to eliminate or solve some of those hybrid cloud challenges? >>Yeah, it's, it, it's a great question and you know, it's, it's not 1975 anymore. It's not, it's not like you're going to get all of your IT needs from, from one, from one vendor hybrid by sort of, it's, you know, by definition is going to involve multiple pieces. And so there basically is no hybrid at all without a partner ecosystem. You really can't get everything at, at a one stop shop like you used to. But even if you think about the biggest public cloud provider on the planet, aws even, it has a marketplace for partner solutions. So, so even they see, even for customers that might consider themselves to be all in on public cloud, they are still going to need other pieces, which is where their marketplace come comes in. Now for, for us, you know, we are, we're a company that, we've been in the IT business for over 60 years, one of one of the few that could claim that sort of heritage. >>And you know, we've seen a lot of this type of change ourselves, this change of attitude from being able to provide everything yourself to being someone who contributes to an overall ecosystem. So partners are absolutely essential. And so now we kind of have a, a partner first philosophy when it comes to our routes to market on, you know, not just our own products in terms of, you know, a resale channel or whatever, but also making sure that we are working with some of the biggest players in hybrid infrastructure and determining where we can add value to that in our, in our own solutions. And so, you know, when it comes to those, those partner ecosystems, we're always looking for the spaces where we can best add our own capability to those prevailing IT architectures that are successful in the marketplace. And, you know, I think that it's probably fair to say, you know, for us, first and foremost, we, we have a reputation for having the biggest, most reliable storage infrastructure available on the planet. >>And, and we make no apologies for the fact that we tout our speeds and feeds and uptime supremacy. You know, a lot of our, a lot of our competitors would suggest that, hey, speeds and feeds don't matter. But you know, that's kind of what you say when, when you're not the fastest or not the most reliable, you know, of course they matter. And for us, what we, the way that we look at this is we say, let's look at who's providing the best possible hybrid solutions and let's partner with them to make those solutions even better. That's the way we look at it. >>Can you peel the, the onion a little bit on the technology underpinning the solutions, give a glimpse into that and then maybe add some color in terms of how partners are enhancing that? >>Yeah, let me, let me do that with a few examples here, and maybe what I can do is I can sort of share some insight about the way we think with partnering with, with particular people and why it's a good blend or why we see that technologically it's a good blend. So for example, the work we do with VMware, which we consider to be one of our most important hybrid cloud partners and in, and in fact it's, it's my belief, they have one of the strongest hybrid cloud stories in the industry. It resonates really strongly with, with our customers as well. But you know, we think it's made so much better with the robust underpinnings that we provide. We're one of the, one of the few storage vendors that provides a 100% data availability guarantee. So we, we take that sort of level of reliability and we add other aspects like life cycle management of the underpinning infrastructure. >>We combine that with what VMware's doing, and then when you look at our converged or hyper-converged solutions with them, it's a better together story where you now have what is one of the best hybrid cloud stories in the industry with VMware. But now for the on premise part, especially, you've now added a hundred percent data, data availability guarantee, and you've made managing the underlying infrastructure so much easier through the tools that we provide that go down to that level A level underneath where VMware are. And so that's, that's VMware. I've got a couple, couple more examples just to sort of fill, fill that out a bit. Sure. Cisco is another part, very strong partner of ours, a key partner. And I mean, you look at Cisco, they're a 50 billion IT provider and they don't have a dedicated storage infrastructure of their own. So they're going to partner with someone. >>From our perspective, we look at Cisco's, Cisco's customers and we look at them and think they're very similar to our own in terms of they're known to appreciate performance and reliability and a bit of premium in quality, and we think we match them them quite well. They're already buying what we believe are the best converge platforms in the industry from Cisco. So it makes sense that those customers would want to compliment that investment with the best array, best storage array they can get. And so we think we are helping Cisco's customers make the most of their decision to be ucs customers. Final one for, for you, Lisa, by way of example, we have a relationship with, with Equinix and you know, Equinix is the world's sort of leading colo provider. And the way I think they like to think of themselves, and I too tend to agree with them, is their, they're one of the most compelling high-speed interconnect networks in the world. >>They're connected to all of the, the, the significant cloud providers in most of the locations around the world. We have a, a relationship with them where we find we have customers in common who really love the idea of compute from the cloud. Compute from the cloud is great because compute is something that you are doing for a set period of time and then it's over you. Like you have a task, you do some compute, it's done. Cloud is beautiful for that. Storage on the other hand is very long lived storage doesn't tend to operate in that same sort of way. It sort of just becomes a bigger and bigger blob over time. And so the cost model around public cloud and storage is not as compelling as it is for compute. And so our, with our relationship with Equinix, we help our customers to be able to create, let's call it a, a data anchor point where they put our arrays into, into an Equinix location, and then they utilize Equinix as high speeding interconnects to the, to the cloud providers, okay. To take the compute from them. So they take the compute from the cloud providers and they own their own storage, and in this way they feel like we've now got the best of all worlds. Right. What I hope that illustrates Lisa is with those three examples is we are always looking for ways to find our key advantages with any given, you know, alliance partners advantages, >>Right? What are, when you're in customer conversations, and our final few minutes here, I wanna get, what are some of the key differentiators that you talk about when you're in customer conversations, and then how does the partner ecosystem fit into Hitachi vans as a service business? We'll start with differentiators and then let's move into the as service business so we can round out with that. >>Okay. Let's start with the differentiators. Yeah. Firstly and I, and hopefully I've kind of, I've hit this point hard, hard enough. We do believe that we have the fastest and most reliable storage infrastructure on the planet. This is kind of what we are known for, and customers that are working with us already sort of have an appreciation for that. And so they're looking for, okay, you've got that now, how can you make my hybrid cloud aspirations better? So we do have that as a fundamental, right? So, but secondly I'd say, I think it's also because we go beyond just storage management and, and into the areas of data management. You know, we've got, we've got solutions that are not just about storing the bits. We do think that we do that very well, but we also have solutions that move into the areas of enrichment, of the data, cataloging of the data, classification of the data, and most importantly, analytics. >>So, you know, we, we think it's, some of our competitors just stop at storing stuff and some of our competitors are in the analytics space, but we feel that we can bridge that. And we think that that's a, that's a competitive advantage for us. One of the other areas that I think is key for us as well is, as I said, we're one of the few vendors who've been in the marketplace for 60 years and we think this, this, this gives us a more nuanced perspective about things. There are many things in the industry, trends that have happened over time where we feel we've seen this kind of thing before and I think we will see it again. But you only really get that perspective if you are, if you are long lived in the industry. And so we believe that our conversations with our customers bear a little bit more sophistication. It's not just, it's not just about what's the latest and greatest trends. >>Right. We've got about one minute left. Can you, can you round us out with how the partner ecosystem is playing a role in the as service business? >>They're absolutely pivotal in that, you know, we, we ourselves don't own data centers, right? So we don't provide our own cloud services out. So we are 100% partner focused when it comes to that aspect. Our formula is to help partners build their cloud services with our solutions and then onsell them to their customers as as as a service. You know, and by what quick way of example, VMware for example, they've got nearly 5,000 partners selling VMware cloud services. 5,000 blows me away. And many of them are our partners too. So we kind of see this as a virtuous cycle. We've got product, we've got an an alliance with VMware and we work together with partners in common for the delivery of an as a service business. >>Got it. So the, as you said, the partner ecosystem is absolutely pivotal. Russell, it's been a pleasure having you on the program talking about all things hybrid cloud challenges, how Hitachi van is working with its partner ecosystems to really help customers across industries solve those big problems. We really appreciate your insights and your time. >>Thank you very much, Lisa. It's been great. >>Yeah, yeah. For Russell Stingley, I'm Lisa Martin. In a moment we're gonna continue our conversation with Tom Christensen. Stay tuned. >>Sulfur Royal has always embraced digital technology. We were amongst the first hospitals in the UK to install a full electronic patient record system. Unfortunately, as a result of being a pioneer, we often find that there's gaps in the digital solutions. My involvement has been from the very start of this program, a group of us got together to discuss what the problems actually were in the hospital and how we could solve this. >>The digital control center is an innovation that's been designed in partnership between ourselves, anti touch, and it's designed to bring all of the information that is really critical for delivering effective and high quality patient care. Together the DCC is designed not only to improve the lives of patients, but also of our staff giving us information that our demand is going to increase in the number of patients needing support. The technology that we're building can be replicated across sulfur, the NCA, and the wider nhs, including social care and community services. Because it brings all of that information that is essential for delivering high quality efficient care. >>The DCC will save time for both staff and more importantly our patients. It will leave clinicians to care for patients rather than administrate systems and it will allow the system that I work with within the patient flow team to effectively and safely place patients in clinically appropriate environments. >>But we chose to partner with Hitachi to deliver the DCC here at Sulfur. They were willing to work with us to co-produce and design a product that really would work within the environment that we find ourselves in a hospital, in a community setting, in a social care setting. >>My hopes for the DCC is that ultimately we will provide more efficient and reliable care for our patients. >>I do believe the digital control center will improve the lives of staff and also the patients so that we can then start to deliver the real change that's needed for patient care. >>Okay, we're back with Tom Christensen, who's the global technology advisor and executive analyst at Hitachi Van Tara. And we're exploring how Hitachi Van Tower drives customer success specifically with partners. You know Tom, it's funny, back in the early part of the last decade, there was this big push around, remember it was called green it and then the oh 7 0 8 financial crisis sort of put that on the back burner. But sustainability is back and it seems to be emerging as a mega trend in in it is, are you seeing this, is it same wine new label? How real is this trend and where's the pressure coming from? >>Well, we clearly see that sustainability is a mega trend in the IT sector. And when we talk to CIOs or senior IT leaders or simply just invite them in for a round table on this topic, they all tell us that they get the pressure from three different angles. The first one is really end consumers and end consumers. Nowaday are beginning to ask questions about the green profile and what are the company doing for the environment. And this one here is both private and public companies as well. The second pressure that we see is coming from the government. The government thinks that companies are not moving fast enough so they want to put laws in that are forcing companies to move faster. And we see that in Germany as an example, where they are giving a law into enterprise companies to following human rights and sustainability tree levels back in the supply chain. >>But we also see that in EU they are talking about a new law that they want to put into action and that one will replicate to 27 countries in Europe. But this one is not only Europe, it's the rest of the world where governments are talking about forcing companies to move faster than we have done in the past. So we see two types of pressure coming in and at the same time, this one here starts off at the CEO at a company because they want to have the competitive edge and be able to be relevant in the market. And for that reason they're beginning to put KPIs on themself as the ceo, but they're also hiring sustainability officers with sustainability KPIs. And when that happens it replicates down in the organization and we can now see that some CIOs, they have a kpi, others are indirectly measured. >>So we see direct and indirect. The same with CFOs and other C levels. They all get measured on it. And for that reason it replicates down to IT people. And that's what they tell us on these round table. I get that pressure every day, every week, every quarter. But where is the pressure coming from? Well the pressure is coming from in consumers and new laws that are put into action that force companies to think differently and have focus on their green profile and doing something good for the environment. So those are the tree pressures that we see. But when we talk to CFOs as an example, we are beginning to see that they have a new store system where they put out request for proposal and this one is in about 58% of all request for proposal that we receive that they are asking for our sustainability take, what are you doing as a vendor? >>And in their score system cost has the highest priority and number two is sustainability. It waits about 15, 20 to 25% when they look at your proposal that you submit to a cfo. But in some cases the CFO say, I don't even know where the pressure is coming from. I'm asked to do it. Or they're asked to do it because end consumers laws and so on are forcing them to do it. But I would answer, yeah, sustainability has become a make trend this year and it's even growing faster and faster every month we move forward. >>Yeah, Tom, it feels like it's here to stay this time. And your point about public policy is right on, we saw the EU leading with privacy and GDPR and it looks like it's gonna lead again here. You know, just shifting gears, I've been to a number of Hitachi facilities in my day. OWA is my favorite because on a clear day you can see Mount Fuji, but other plants I've been to as well. What does Hitachi do in the production facility to reduce CO2 emissions? >>Yeah, I think you're hitting a good point here. So what we have, we have a, a facility in Japan and we have one in Europe and we have one in America as well to keep our production close to our customers and reduced transportation for the factory out to our customers. But you know, in the, in the, in the May region back in 2020 13, we created a new factory. And when we did that we were asked to do it in an energy, energy neutral way, which means that we are moving from being powered by black energy to green energy in that factory. And we build a factory with concrete walls that were extremely thick to make it cold in the summertime and hot in the winter time with minimum energy consumption. But we also put 17,000 square meters of solar panel on the roof to power that factory. >>We were collecting rain waters to flush it in the toilet. We were removing light bulbs with L E D and when we sent out our equipment to our customers, we put it in a, instead of sending out 25 packages to a customer, we want to reduce the waste as much as possible. And you know, this one was pretty new back in 2013. It was actually the biggest project in EA at that time. I will say if you want to build a factory today, that's the way you are going to do it. But it has a huge impact for us when electricity is going up and price and oil and gas prices are coming up. We are running with energy neutral in our facility, which is a big benefit for us going forward. But it is also a competitive advantage to be able to explain what we have been doing the last eight, nine years in that factory. We are actually walking to talk and we make that decision even though it was a really hard decision to do back in 2013, when you do decisions like this one here, the return of investment is not coming the first couple of years. It's something that comes far out in the future. But right now we are beginning to see the benefit of the decision we made back in 2013. >>I wanna come back to the economics, but before I do, I wanna pick up on something you just said because you know, you hear the slogan sustainability by design. A lot of people might think okay, that's just a marketing slogan, slogan to vector in into this mega trend, but it sounds like it's something that you've been working on for quite some time. Based on your last comments, can you add some color to that? >>Yeah, so you know, the factory is just one example of what you need to do to reduce the CO2 emission and that part of the life of a a product. The other one is really innovating new technology to drive down the CO2 emission. And here we are laser focused on what we call decarbonization by design. And this one is something that we have done the last eight years, so this is far from you for us. So between each generation of products that we have put out over the last eight years, we've been able to reduce the CO2 emission by up to 30 to 60% between each generation of products that we have put into the market. So we are laser focused on driving that one down, but we are far from done, we still got eight years before we hit our first target net zero in 2030. So we got a roadmap where we want to achieve even more with new technology. At its core, it is a technology innovator and our answers to reduce the CO2 emission and the decarbonization of a data center is going to be through innovating new technology because it has the speed, the scale, and the impact to make it possible to reach your sustainability objectives going forward. >>How about recycling? You know, where does that fit? I mean, the other day it was, you know, a lot of times at a hotel, you know, you used to get bottled water, now you get, you know, plant based, you know, waters in a box and, and so we are seeing it all around us. But for a manufacturer of your size, recycling and circular economy, how does that fit into your plans? >>Yeah, let me try to explain what we are doing here. Cause one thing is how you produce it. Another thing is how you innovate all that new technology, but you also need to combine that with service and software, otherwise you won't get the full benefit. So what we are doing here, when it comes to exploring circular economics, it's kind of where we have an eternity mindset. We want to see if it is possible to get nothing out to the landfill. This is the aim that we are looking at. So when you buy a product today, you get an option to keep it in your data center for up to 10 years. But what we wanna do when you keep it for 10 years is to upgrade only parts of the system. So let's say that you need more CBU power, use your switch the controller to next generation controller and you get more CPU power in your storage system to keep it those 10 years. >>But you can also expand with new this media flash media, even media that doesn't exist today will be supported over those 10 years. You can change your protocol in the, in the front end of your system to have new protocols and connect to your server environment with the latest and greatest technology. See, the benefit here is that you don't have to put your system into a truck and a recycle process after three years, four years, five years, you can actually postpone that one for 10 years. And this one is reducing the emission again. But once we take it back, you put it on the truck and we take it into our recycling facility. And here we take our own equipment like compute network and switches, but we also take competitor equipment in and we recycle as much as we can. In many cases, it's only 1% that goes to the landfill or 2% that goes to the landfill. >>The remaining material will go into new products either in our cycle or in other parts of the electronic industry. So it will be reused for other products. So when we look at what we've been doing for many years, that has been linear economics where you buy material, you make your product, you put it into production, and it goes into land feed afterwards. The recycling economics, it's really, you buy material, you make your product, you put it into production, and you recycle as much as possible. The remaining part will go into the landfill. But where we are right now is exploring circle economics where you actually buy material, make it, put it into production, and you reuse as much as you can. And only one 2% is going into the landfill right now. So we have come along and we honestly believe that the circular economics is the new economics going forward for many industries in the world. >>Yeah. And that addresses some of the things that we were talking about earlier about sustainability by design, you have to design that so that you can take advantage of that circular economy. I, I do wanna come back to the economics because, you know, in the early days of so-called green, it, there was a lot of talk about, well, I, I, I'll never be able to lower the power bill. And the facilities people don't talk to the IT people. And that's changed. So explain why sustainability is good business, not just an expense item, but can really drive bottom line profitability. I, I understand it's gonna take some time, but, but help us understand your experience there, Tom. >>Yeah, let me try to explain that one. You know, you often get the question about sustainability. Isn't that a cost? I mean, how much does it cost to get that green profile? But you know, in reality when you do a deep dive into the data center, you realize that sustainability is a cost saving activity. And this one is quite interesting. And we have now done more than 1,200 data center assessment around the world where we have looked at data centers. And let me give you just an average number from a global bank that we work with. And this one is, it is not different from all the other cases that we are doing. So when we look at the storage area, what we can do on the electricity by moving an old legacy data center into a new modernized infrastructure is to reduce the electricity by 96%. >>This is a very high number and a lot of money that you save, but the CO2 mission is reduced by 96% as well. The floor space can go up to 35% reduction as well. When we move down to the compute part, we are talking about 61% reduction in electricity on the compute part just by moving from legacy to new modern infrastructure and 61% on the CO2 emission as well. And see this one here is quite interesting because you save electricity and you and you do something really good for the environment. At the same time, in this case I'm talking about here, the customer was paying 2.5 million US dollar annually and by just modernizing that infrastructure, we could bring it down to 1.1 million. This is 1.4 million savings straight into your pocket and you can start the next activity here looking at moving from virtual machine to containers. Containers only use 10% of the CPU resources compared to a virtual machine. Move up to the application layer. If you have that kind of capability in your organization, modernizing your application with sustainability by design and you can reduce the C, the CO2 emission by up to 50%. There's so much we can do in that data center, but we often start at the infrastructure first and then we move up in the chain and we give customers benefit in all these different layers. >>Yeah, A big theme of this program today is what you guys are doing with partners do, are partners aware of this in your view? Are they in tune with it? Are they demanding it? What message would you like to give the channel partners, resellers and, and distributors who may be watching? >>So the way to look at it is that we offer a platform with product, service and software and that platform can elevate the conversation much higher up in the organization. And partners get the opportunity here to go up and talk to sustainability officers about what we are doing. They can even take it up to the CEO and talk about how can you reach your sustainability KPI in the data center. What we've seen this round table when we have sustainability officers in the room is that they're very focused on the green profile and what is going out of the company. They rarely have a deep understanding of what is going on at the data center. Why? Because it's really technical and they don't have that background. So just by elevating the conversation to these sustainability officers, you can tell them what they should measure and how they should measure that. And you can be sure that that will replicate down to the CIO and the CFO and that immediately your request for proposal going forward. So this one here is really a golden opportunity to take that story, go out and talk to different people in the organization to be relevant and have an impact and make it more easy for you to win that proposal when it gets out. >>Well really solid story on a super important topic. Thanks Tom. Really appreciate your time and taking us through your perspectives. >>Thank you Dave, for the invitation. >>Yeah, you bet. Okay, in a moment we'll be back. To summarize our final thoughts, keep it right there. >>Click by click. The world is changing. We make sense of our world by making sense of data. You can draw more meaning from more data than was ever possible before, so that every thought and every action can build your path to intelligent innovation to change the way the world works. Hitachi Van Tara. >>Okay, thanks for watching the program. We hope you gained a better understanding of how Hitachi Ventura drives customer success with its partners. If you wanna learn more about how you can partner for profit, check out the partner togetherPage@hitachiventera.com and there's a link on the webpage here that will take you right to that page. Okay, that's a wrap for Lisa Martin. This is Dave Valante with the Cube. You a leader in enterprise and emerging tech coverage.

Published Date : Dec 5 2022

SUMMARY :

Ecosystems have evolved quite dramatically over the last decade with the explosion of data and the popularity And they'll set the table for us with an overview of how Hitachi is working the incredible identify with the analytical and are synonymous with Kim, it's great to have you on the program. What are some of the biggest challenges and pain points that you're hearing from Really the complexity of where do they go, a role in helping customers to address some of the challenges with respect to the the right decisions with and for them. Talk to me a little bit about the partner landscape, the partner ecosystem at Hitachi Ventura. and really extension across the board, I would say our goal is to marry the right customer with So Kim, talk to me about how partners fit into Hitachi van's overall And we see that paying dividends with our partners as they engage with us and the successful outcome that's needed without, you know, sort of all kinds of, And so we really have, like I said, we actually provide our partners with better I say that we allow them to scale and drive Say that again? So if we look at the overall sales cycle, where is it specifically where So from the sales cycle, I think because we have the, a solution that the trusted engagement with them from a pricing and packaging perspective. Let's kind of step back out and look at the cloud infrastructure. So we have a couple of different teams. So we spend a lot of time upfront planning with them what is not only So our primary go to market with our, as a service business is with and through partners. Kim, are the priorities for the partner ecosystem going forward? And then going back on our core tenants, which are, you know, really a trusted, From a channel business perspective, what are some of the priorities coming down the pi? into our new program and our go to markets as we roll out every year. for joining me today talking about what Hitachi Vanta is doing with its partner ecosystem, Russell Skillings Lee, the CTO and global VP of technical sales at Hitachi Van So here we are, the end of calendar year 2022. And closely related to that is the whole area of ESG and decarbonization And I think everyone's contributing to that, And that, and what I mean by that is our traditional businesses, you know, monetize it, and create real value new opportunities for the business at record speed. especially in the early days, leverage the cloud to be able to build out their capabilities. How are partners helping Hitachi Ventura and its customers to even for customers that might consider themselves to be all in on public cloud, And you know, we've seen a lot of this type of change ourselves, this change of attitude not the most reliable, you know, of course they matter. 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I wanna come back to the economics, but before I do, I wanna pick up on something you just said because you know, And this one is something that we have done the last eight years, so this is far from you for I mean, the other day it was, you know, the controller to next generation controller and you get more CPU power in the landfill or 2% that goes to the landfill. And only one 2% is going into the landfill right now. And the facilities people don't talk to the IT people. And we have now done more than 1,200 data center assessment around the in electricity on the compute part just by moving from legacy to new modern infrastructure So the way to look at it is that we offer a platform with product, Really appreciate your time and taking us through your perspectives. Yeah, you bet. so that every thought and every action can build your path and there's a link on the webpage here that will take you right to that page.

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Ankur Shah, Palo Alto Networks | AWS re:Invent 2022


 

>>Good afternoon from the Venetian Expo, center, hall, whatever you wanna call it, in Las Vegas. Lisa Martin here. It's day four. I'm not sure what this place is called. Wait, >>What? >>Lisa Martin here with Dave Ante. This is the cube. This is day four of a ton of coverage that we've been delivering to you, which, you know, cause you've been watching since Monday night, Dave, we are almost at the end, we're almost at the show wrap. Excited to bring back, we've been talking about security, a lot about security. Excited to bring back a, an alumni to talk about that. But what's your final thoughts? >>Well, so just in, in, in the context of security, we've had just three in a row talking about cyber, which is like the most important topic. And I, and I love that we're having Palo Alto Networks on Palo Alto Networks is the gold standard in security. Talk to CISOs, they wanna work with them. And, and it was, it's interesting because I've been following them for a little bit now, watch them move to the cloud and a couple of little stumbling points. But I said at the time, they're gonna figure it out and, and come rocking back. And they have, and the company's just performing unbelievably well despite, you know, all the macro headwinds that we love to >>Talk about. So. Right. And we're gonna be unpacking all of that with one of our alumni. As I mentioned, Anker Shaw is with us, the SVP and GM of Palo Alto Networks. Anker, welcome back to the Cub. It's great to see you. It's been a while. >>It's good to be here after a couple years. Yeah, >>Yeah. I think three. >>Yeah, yeah, for sure. Yeah. Yeah. It's a bit of a blur after Covid. >>Everyone's saying that. Yeah. Are you surprised that there are still this many people on the show floor? Cuz I am. >>I am. Yeah. Look, I am not, this is my fourth, last year was probably one third or one fourth of this size. Yeah. But pre covid, this is what dream went looked like. And it's energizing, it's exciting. It's just good to be doing the good old things. So many people and yeah. Amazing technology and innovation. It's been incredible. >>Let's talk about innovation. I know you guys, Palo Alto Networks recently acquired cyber security. Talk to us a little bit about that. How is it gonna compliment Prisma? Give us all the scoop on that. >>Yeah, for sure. Look, some of the recent, the cybersecurity attacks that we have seen are related to supply chain, the colonial pipeline, many, many supply chain. And the reason for that is the modern software supply chain, not the physical supply chain, the one that AWS announced, but this is the software supply chain is really incredibly complicated, complicated developers that are building and shipping code faster than ever before. And the, the site acquisition at the center, the heart of that was securing the entire supply chain. White House came with a new initiative on supply chain security and SBO software bill of material. And we needed a technology, a company, and a set of people who can really deliver to that. And that's why we acquired that for supply chain security, otherwise known as cicd, security, c >>IDC security. Yeah. So how will that complement PRIs McCloud? >>Yeah, so look, if you look at our history lease over the last four years, we have been wanting to, our mission mission has been to build a single code to cloud platform. As you may know, there are over 3000 security vendors in the industry. And we said enough is enough. We need a platform player who can really deliver a unified cohesive platform solution for our customers because they're sick and tired of buying PI point product. So our mission has been to deliver that code to cloud platform supply chain security was a missing piece and we acquired them, it fits right really nicely into our portfolio of products and solution that customers have. And they'll have a single pin of glass with this. >>Yeah. So there's a lot going on. You've got, you've got an adversary that is incredibly capable. Yeah. These days and highly motivated and extremely sophisticated mentioned supply chain. It's caused a shift in, in CSO strategies, talking about the pandemic, of course we know work from home that changed things. You've mentioned public policy. Yeah. And, and so, and as well you have the cloud, cloud, you know, relatively new. I mean, it's not that new, but still. Yeah. But you've got the shared responsibility model and not, not only do you have the shared responsibility model, you have the shared responsibility across clouds and OnPrem. So yes, the cloud helps with security, but that the CISO has to worry about all these other things. The, the app dev team is being asked to shift left, you know, secure and they're not security pros. Yeah. And you know, kind audit is like the last line of defense. So I love this event, I love the cloud, but customers need help in making their lives simpler. Yeah. And the cloud in and of itself, because, you know, shared responsibility doesn't do that. Yeah. That's what Palo Alto and firms like yours come in. >>Absolutely. So look, Jim, this is a unable situation for a lot of the Cisco, simply because there are over 26 million developers, less than 3 million security professional. If you just look at all the announcement the AWS made, I bet you there were like probably over 2000 features. Yeah. I mean, they're shipping faster than ever before. Developers are moving really, really fast and just not enough security people to keep up with the velocity and the innovation. So you are right, while AWS will guarantee securing the infrastructure layer, but everything that is built on top of it, the new machine learning stuff, the new application, the new supply chain applications that are developed, that's the responsibility of the ciso. They stay up at night, they don't know what's going on because developers are bringing new services and new technology. And that's why, you know, we've always taken a platform approach where customers and the systems don't have to worry about it. >>What AWS new service they have, it's covered, it's secured. And that's why the adopters, McCloud and Palo Alto Networks, because regardless what developers bring, security is always there by their side. And so security teams need just a simple one click solution. They don't have to worry about it. They can sleep at night, keep the bad actors away. And, and that's, that's where Palo Alto Networks has been innovating in this area. AWS is one of our biggest partners and you know, we've integrated with, with a lot of their services. We launch about three integrations with their services. And we've been doing this historically for more and >>More. Are you still having conversations with the security folks? Or because security is a board level conversation, are your conversations going up a stack because this is a C-suite problem, this is a board level initiative? >>Absolutely. Look, you know, there was a time about four years ago, like the best we could do is director of security. Now it's just so CEO level conversation, board level conversation to your point, simply because I mean, if, if all your financial stuff is going to public cloud, all your healthcare data, all your supply chain data is going to public cloud, the board is asking very simple question, what are you doing to secure that? And to be honest, the question is simple. The answer's not because all the stuff that we talked about, too many applications, lots and lots of different services, different threat vectors and the bad actors, the bad guys are always a step ahead of the curve. And that's why this has become a board level conversation. They wanna make sure that things are secure from the get go before, you know, the enterprises go too deep into public cloud adoption. >>I mean there, there was shift topics a little bit. There was hope or kinda early this year that that cyber was somewhat insulated from the sort of macro press pressures. Nobody's safe. Even the cloud is sort of, you know, facing those, those headwinds people optimizing costs. But one thing when you talk to customers is, I always like to talk about that, that optiv graph. We've all seen it, right? And it's just this eye test of tools and it's a beautiful taxonomy, but there's just too many tools. So we're seeing a shift from point tools to platforms because obviously a platform play, and that's a way. So what are you seeing in the, in the field with customers trying to optimize their infrastructure costs with regard to consolidating to >>Platforms? Yeah. Look, you rightly pointed out one thing, the cybersecurity industry in general and Palo Alto networks, knock on wood, the stocks doing well. The macro headwinds hasn't impacted the security spend so far, right? Like time will tell, we'll, we'll see how things go. And one of the primary reason is that when you know the economy starts to slow down, the customers again want to invest in platforms. It's simple to deploy, simple to operationalize. They want a security partner of choice that knows that they, it's gonna be by them through the entire journey from code to cloud. And so that's why platform, especially times like these are more important than they've ever been before. You know, customers are investing in the, the, the product I lead at Palo Alto network called Prisma Cloud. It's in the cloud network application protection platform seen app space where once again, customers that investing in platform from quote to cloud and avoiding all the point products for sure. >>Yeah. Yeah. And you've seen it in, in Palo Alto's performance. I mean, not every cyber firm has is, is, >>You know, I know. Ouch. CrowdStrike Yeah. >>Was not. Well you saw that. I mean, and it was, and and you know, the large customers were continuing to spend, it was the small and mid-size businesses Yeah. That were, were were a little bit soft. Yeah. You know, it's a really, it's really, I mean, you see Okta now, you know, after they had some troubles announcing that, you know, their, their, their visibility's a little bit better. So it's, it's very hard to predict right now. And of course if TOMA Brava is buying you, then your stock price has been up and steady. That's, >>Yeah. Look, I think the key is to have a diversified portfolio of products. Four years ago before our CEO cash took over the reins of the company, we were a single product X firewall company. Right. And over time we have added XDR with the first one to introduce that recently launched x Im, you know, to, to make sure we build an NextGen team, cloud security is a completely net new investment, zero trust with access as workers started working remotely and they needed to make sure enterprises needed to make sure that they're accessing the applications securely. So we've added a lot of portfolio products over time. So you have to remain incredibly diversified, stay strong, because there will be stuff like remote work that slowed down. But if you've got other portfolio product like cloud security, while those secular tailwinds continue to grow, I mean, look how fast AWS is growing. 35, 40%, like $80 billion run rate. Crazy at that, that scale. So luckily we've got the portfolio of products to ensure that regardless of what the customer's journey is, macro headwinds are, we've got portfolio of solutions to help our customers. >>Talk a little bit about the AWS partnership. You talked about the run rate and I was reading a few days ago. You're right. It's an 82 billion arr, massive run rate. It's crazy. Well, what are, what is a Palo Alto Networks doing with aws and what's the value in it to help your customers on a secure digital transformation journey? >>Well, absolutely. We have been doing business with aws. We've been one of their security partners of choice for many years now. We have a presence in the marketplace where customers can through one click deploy the, the several Palo Alto Networks security solutions. So that's available. Like I said, we had launch partner to many, many new products and innovation that AWS comes up with. But always the day one partner, Adam was talking about some of those announcements and his keynote security data lake was one of those. And they were like a bunch of others related to compute and others. So we have been a partner for a long time, and look, AWS is an incredibly customer obsessed company. They've got their own security products. But if the customer says like, Hey, like I'd like to pick this from yours, but there's three other things from Palo Alto Networks or S MacCloud or whatever else that may be, they're open to it. And that's the great thing about AWS where it doesn't have to be wall garden open ecosystem, let the customer pick the best. >>And, and that's, I mean, there's, there's examples where AWS is directly competitive. I mean, my favorite example is Redshift and Snowflake. I mean those are directly competitive products, but, but Snowflake is an unbelievably great relationship with aws. They do cyber's, I think different, I mean, yeah, you got guard duty and you got some other stuff there. But generally speaking, the, correct me if I'm wrong, the e the ecosystem has more room to play on AWS than it may on some other clouds. >>A hundred percent. Yeah. Once again, you know, guard duty for examples, we've got a lot of customers who use guard duty and Prisma Cloud and other Palo Alto Networks products. And we also ingest the data from guard duty. So if customers want a single pane of glass, they can use the best of AWS in terms of guard duty threat detection, but leverage other technology suite from, you know, a platform provider like Palo Alto Networks. So you know, that that, you know, look, world is a complicated place. Some like blue, some like red, whatever that may be. But we believe in giving customers that choice, just like AWS customers want that. Not a >>Problem. And at least today they're not like directly, you know, in your space. Yeah. You know, and even if they were, you've got such a much mature stack. Absolutely. And my, my frankly Microsoft's different, right? I mean, you see, I mean even the analysts were saying that some of the CrowdStrike's troubles for, cuz Microsoft's got the good enough, right? So >>Yeah. Endpoint security. Yeah. And >>Yeah, for sure. So >>Do you have a favorite example of a customer where Palo Alto Networks has really helped them come in and, and enable that secure business transformation? Anything come to mind that you think really shines a light on Palo Alto Networks and what it's able to do? >>Yeah, look, we have customers across, and I'm gonna speak to public cloud in general, right? Like Palo Alto has over 60,000 customers. So we've been helping with that business transformation for years now. But because it's reinvented aws, the Prisma cloud product has been helping customers across different industry verticals. Some of the largest credit card processing companies, they can process transactions because we are running security on top of the workloads, the biggest financial services, biggest healthcare customers. They're able to put the patient health records in public cloud because Palo Alto Networks is helping them get there. So we are helping accelerated that digital journey. We've been an enabler. Security is often perceived as a blocker, but we have always treated our role as enabler. How can we get developers and enterprises to move as fast as possible? And like, my favorite thing is that, you know, moving fast and going digital is not a monopoly of just a tech company. Every company is gonna be a tech company Oh absolutely. To public cloud. Yes. And we want to help them get there. Yeah. >>So the other thing too, I mean, I'll just give you some data. I love data. I have a, ETR is our survey partner and I'm looking at Data 395. They do a survey every quarter, 1,250 respondents on this survey. 395 were Palo Alto customers, fortune 500 s and P 500, you know, big global 2000 companies as well. Some small companies. Single digit churn. Yeah. Okay. Yeah. Very, very low replacement >>Rates. Absolutely. >>And still high single digit new adoption. Yeah. Right. So you've got that tailwind going for you. Yeah, >>Right. It's, it's sticky because especially our, our main business firewall, once you deploy the firewall, we are inspecting all the network traffic. It's just so hard to rip and replace. Customers are getting value every second, every minute because we are thwarting attacks from public cloud. And look, we, we, we provide solutions not just product, we just don't leave the product and ask the customers to deploy it. We help them with deployment consumption of the product. And we've been really fortunate with that kind of gross dollar and netten rate for our customers. >>Now, before we wrap, I gotta tease, the cube is gonna be at Palo Alto Ignite. Yeah. In two weeks back here. I think we're at D mgm, right? We >>Were at D MGM December 13th and >>14th. So give us a little, show us a little leg if you would. What could we expect? >>Hey, look, I mean, a lot of exciting new things coming. Obviously I can't talk about it right now. The PR Inc is still not dry yet. But lots of, lots of new innovation across our three main businesses. Network security, public cloud, security, as well as XDR X. Im so stay tuned. You know, you'll, you'll see a lot of new exciting things coming up. >>Looking forward to it. >>We are looking forward to it. Last question on curf. You, if you had a billboard to place in New York Times Square. Yeah. You're gonna take over the the the Times Square Nasdaq. What does the billboard say about why organizations should be working with Palo Alto Networks? Yeah. To really embed security into their dna. Yeah. >>You know when Jim said Palo Alto Networks is the gold standard for security, I thought it was gonna steal it. I think it's pretty good gold standard for security. But I'm gonna go with our mission cyber security partner's choice. We want to be known as that and that's who we are. >>Beautifully said. Walker, thank you so much for joining David in the program. We really appreciate your insights, your time. We look forward to seeing you in a couple weeks back here in Vegas. >>Absolutely. Can't have enough of Vegas. Thank you. Lisa. >>Can't have in Vegas, >>I dunno about that. By this time of the year, I think we can have had enough of Vegas, but we're gonna be able to see you on the cubes coverage, which you could catch up. Palo Alto Networks show Ignite December, I believe 13th and 14th on the cube.net. We want to thank Anker Shaw for joining us. For Dave Ante, this is Lisa Martin. You're watching the Cube, the leader in live enterprise and emerging tech coverage.

Published Date : Dec 2 2022

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Glen Kurisingal & Nicholas Criss, T-Mobile | AWS re:Invent 2022


 

>>Good morning friends. Live from Las Vegas. It's the Cube Day four of our coverage of AWS. Reinvent continues. Lisa Martin here with Dave Valante. You >>Can tell it's day four. Yeah. >>You can tell, you >>Get punchy. >>Did you? Yes. Did you know that the Vegas rodeo is coming into town? I'm kind of bummed down, leaving tonight. >>Really? You rodeo >>Fan this weekend? No, but to see a bunch of cowboys in Vegas, >>I'd like to see the Raiders. I'd like to see the Raiders get tickets. >>Yeah. And the hockey team. Yeah. We have had an amazing event, Dave. The cubes. 10th year covering reinvent 11th. Reinvent >>Our 10th year here. Yeah. Yes. Yeah. I mean we covered remotely in during Covid, but >>Yes, yes, yes. Awesome content. Anything jump out at you that we really, we, we love talking to aws, the ecosystem. We got a customer next. Anything jump out at you that's really a kind of a key takeaway? >>Big story. The majority of aws, you know, I mean people ask me what's different under a Adam than under Andy. And I'm like, really? It's the maturity of AWS is what's different, you know, ecosystem, connecting the dots, moving towards solutions, you know, that's, that's the big thing. And it's, you know, in a way it's kind of boring relative to other reinvents, which are like, oh wow, oh my god, they announced outposts. So you don't see anything like that. It's more taking the platform to the next level, which is a good >>Thing. The next level it is a good thing. Speaking of next level, we have a couple of next level guests from T-Mobile joining us. We're gonna be talking through their customers story, their business transformation with aws. Glenn Curing joins us, the director product and technology. And Nick Chris, senior manager, product and technology guys. Welcome. Great to have you on brand. You're on T-Mobile brand. I love it. >>Yeah, >>I mean we are always T-Mobile. >>I love it. So, so everyone knows T-Mobile Blend, you guys are in the digital commerce domain. Talk to us about what that is, what functions that delivers for T-Mobile. Yeah, >>So the digital commerce domain operates and runs a platform called the Digital commerce platform. What this essentially does, it's a set of APIs that are headless that power the shopping experiences. When you talk about shopping experiences at T-Mobile, a customer comes to either a T-Mobile website or goes to a store. And what they do is they start with the discovery process of a phone. They take it through the process, they decide to purchase the phone day at, at the phone to cart, and then eventually they decide to, you know, basically pull the trigger and, and buy the phone at, at which point they submit the order. So that whole experience, essentially from start to finish is powered by the digital commerce platform. Just this year we have processed well over three and a half million orders amounting to a billion and a half dollars worth of business for T-Mobile. >>Wow. Big outcomes. Nick, talk about the before stage, obviously the, the customer experience is absolutely critical because if, if it goes awry, people churn. We know that and nobody wants, you know, brand reputation is is at stake. Yep. Talk about some of the challenges before that you guys faced and how did you work with AWS and part its partner ecosystem to address those challenges? >>Sure. Yeah. So actually before I started working with Glen on the commerce domain, I was part of T-Mobile's cloud team. So we were the team that kind of brought in AWS and commerce platform was really the first tier one system to go a hundred percent cloud native. And so for us it was very much a learning experience and a journey to learn how to operate on the cloud and which was fundamentally different from how we were doing things in the old on-prem days. When >>You talk about headless APIs, you talk, I dunno if you saw Warren a Vogel's keynote this morning, but you're talking about loosely coupled, a loosely coupled system that you can evolve without ripping out the whole system or without bringing the whole system down. Can you explain that in a little bit more >>Detail? Absolutely. So the concept of headless API exactly opens up that possibility. What it allows us to do is to build and operator platform that runs sort of loosely coupled from the user experiences. So when you think about this from a simplistic standpoint, you have a set of APIs that are headless and you've got the website that connects to it, the retail store applications that connect to it, as well as the customer care applications that connect to it. And essentially what that does is it allows us to basically operate all these platforms without being sort of tightly coupled to >>Each other. Yeah, he was talking about this morning when, when AWS announced s3, you know, there was just a handful of services maybe at just two or three. I think now there's 200 and you know, it's never gone down, it's never been, you know, replaced essentially. And so, you know, the whole thing was it's an asynchronous system that's loosely coupled and then you create that illusion of synchronicity for the customer. >>Exactly. >>Which was, I thought, you know, really well described, but maybe you guys could talk about what the genesis was for this system. Take us kind of to the, from the before or after, you know, the classic as as was and the, and as is. Did you talk about that? >>Yeah, I can start and then hand it off to Nick for some more details. So we started this journey back in 2016 and at that point T-Mobile had seven or eight different commerce platforms. Obviously you can think about the complexity involved in running and operating platforms. We've all talked about T-Mobile being the uncarrier. It's a brand that we have basically popularized in the telco industry. We would come out with these massive uncarrier moves and every time that announcement was made, teams have to scramble because you've got seven systems, seven teams, every single system needs to be updated, right? So that's where we started when we kicked off this transformational journey over time, essentially we have brought it down to one platform that supports all these experiences and what that allows us to do is not only time to market gets reduced immensely, but it also allows us to basically reduce our operational cost. Cuz we don't have to have teams running seven, eight systems. It's just one system with one team that can focus on making it a world class, you know, platform. >>Yeah, I think one of the strategies that definitely paid off for us, cuz going all the way back to the beginning, our little platform was powering just a tiny little corner of the, of the webspace, right? But even in those days we approached it from we're gonna build functions in a way that is sort of agnostic to what the experience is gonna be. So over time as we would build a capability that one particular channel needed primary, we were still thinking about all the other channels that needed it. So now over a few years that investment pays off and you have basically the same capabilities working in the same way across all the channels. >>When did the journey start? >>2016. >>2016, yeah. It's been, it's been six years. >>What are some of the game changers in, in this business transformation that you would say these are some of the things that really ignited our transformation? >>Yeah, there's particularly one thing that we feel pretty proud about, which is the fact that we now operate what we call active active stacks. And what that means is you've got a single stack of the eCommerce platform start to finish that can run in an independent manner, but we can also start adding additional stacks that are basically loosely coupled from each other but can, but can run to support the business. What that basically enables is it allows us to run in active active mode, which itself is a big deal from a system uptime perspective. It really changes the game. It allows us to push releases without worrying about any kind of downtime. We've done canary releases, we are in the middle of retail season and we can introduce changes without worrying about it. And more importantly, I think what it has also allowed us to do is essentially practice disaster recovery while doing a release. Cuz that's exactly what we do is every time we do a release we are switching between these separate stacks and essentially are practicing our DR strategy. >>So you do this, it's, it's you separate across regions I presume? Yes. Is that right? Yes. This was really interesting conversation because as you well know in the on-prem world, you never tested that disaster recovery was too risky because you're afraid you're gonna take your whole business down and you're essentially saying that the testing is fundamental to the implementation. >>Absolutely. >>It, it is the thing that you do for every release. So you know, at least every week or so you are doing this and you know, in the old world, the active passive world on paper you had a bunch of capabilities and in in incidents that are even less than say a full disaster recovery scenario, you would end up making the choice not to use that capability because there was too much complexity or risk or problem. When we put this in place. Now if I, I tell people everything we do got easier after that. >>Is it a challenge for you or how do you deal with the challenge? Correct me if it's not a, a challenge that sometimes Amazon services are not available in both regions. I think for instance, the observability thing that they just announced this week is it's not cross region or maybe I'm getting that wrong, but there are services where, you know, you might not be able to do data sharing across region. How do you manage that? Or maybe there's different, you know, levels of certifications. How do you manage that discontinuity or is that not an issue for you? >>Yeah, I mean it, it is certainly a concern and so the stacks, like Glen said, they are largely decoupled and that what that means is practically every component and there's a lot of lot of components in there. I have redundancy from an availability zone point of view. But then where the real magic happens is when you come in as a user to the stack, we're gonna initially kind of lock you on one stack. And then the key thing that we do is we, we understand the difference between what, what we would call the critical data. So think of like your shopping carts and then contextual data that we can relatively easily reload if we need to. And so that critical data is constantly in an async fashion. So it's not interrupting your performance, being broadcast out to a place where we can recover it if we need to, if we need to send you to another stack and then we call that dehydration. And if you end up getting bumped to a new stack, we rehydrate you on that stack and reload that, that contextual data. So to make that whole thing happen, we rely on something we call the global cart store and that's basically powered by Dynamo. So Dynamo is highly, highly reliable and multi >>Reason. So, and, and presume you're doing some form of server list for the stateless stuff and, and maybe taking control of the run time for the stateful things you, are you leaning into to servers and lambda or Not yet cuz you want control over the, the, the EC two and the memory configs. What, what's, I mean, I know we're going inside the plumbing a little bit, but it's kind of fun. >>That's always fun. You >>Went Yeah, and, and it has been a journey. Back in 2016 when we started, we were all on EC twos and across, you know, over the last three or four years we have kind of gone through that journey where we went from easy two to, to containers and we are at some point we'll get to where we will be serverless, we've got a few functions running. But you know, in that journey, I think when you look at the full end of the spectrum, we are somewhere towards the, the process of sort of going from, you know, containers to, to serverless. >>Yeah. So today your team is setting up the containers, they're fencing 'em off, fencing off the app and doing all that sort of sort of semi heavy lifting. Yeah. How do you deal with the, you know, this is one of the things Lisa, you and I were talking about is the skill sets. We always talk about this. What's that? What's your team look like and what are the skill sets that you've got that you're deploying? >>Yeah, I mean, as you can imagine, it's a challenge and it's a, a highly specialized skill set that you need. And you talk about cloud, you know, I, I tell developers when we bring new folks in, in the old days, you could just be like really good at Java and study that for and be good at that for decades. But in the cloud world, you have to be wide in, in your breadth. And so you have to understand those 200 services, right? And so one of the things that really has helped us is we've had a partner. So UST Global is a digital services company and they've really kind of been on the journey up the same timeline that we were. And I had worked with them on the cloud team, you know, before I came to commerce. And when I came to, to the commerce team, we were really struggling, especially from that operational perspective. >>The, the team was just not adapting to that new cloud reality. They were used to the on-prem world, but we brought these folks in because not only were they really able to understand the stuff, but they had built a lot of the platforms that we were gonna be leveraging for commerce with us on the cloud team. So for example, we have built, T-Mobile operates our own customized Kubernetes platform. We've done some stuff for serverless development, C I C D, cloud security. And so not only did these folks have the right skill sets, but they knew how we were approaching it from a T-mobile cloud perspective. And so it's kind of kind of fun to see, you know, when they came on board with this journey with us, we were both, both companies were relatively new and, and learning. Now I look and, you know, I I think that they're like a, a platinum sponsor these days here of aws and so it's kind of cool to see how we've all grown together, >>A lot of evolution, a lot of maturation. Glen, I wanna know from you when we're almost out of time here, but tell me the what the digital commerce domain, you kind of talked about this in the beginning, but I wanna know what's the value in it for me as a customer? All of this under the hood plumbing? Yeah, the maturation, the transformation. How does it benefit mean? >>Great question. So as a customer, all they care about is coming into, going to the website, walking into a store, and without spending too much time completed that transaction and walkout, they don't care about what's under the hood, right? So this transformational journey from, you know, like I talked about, we started with easy twos back in the day. It was what we call the wild west in the, on a cloud native platform to where we have reached today. You know, the journey we have collectively traversed with the USD has allowed us to basically build a system that allows a customer to walk into a store and not spend a whole hour dealing with a sales rep that's trying to sell them things. They can walk in and out quickly, they go to the website, literally within a couple minutes they can complete the transaction and leave. That's what customers want. It is. And that has really sort of helped us when you think about T-Mobile and the fact that we are now poised to be a leader in the US in telco at this whole concept of systems that really empower the customers to quickly complete their transaction has been one of the key components of allowing us to kind of make that growth. Right. So >>Right. And a big driver of revenue. >>Exactly. >>I have one final question for each of you. We're making a Instagram reel, so think about if you had 30 seconds to describe T-Mobile as a technology company that sells phones or a technology company that delights people, what, what would you say if you had a billboard, what would it say about that? Glen, what do you think? >>So T-Mobile, from a technology company perspective, the, the whole purpose of setting up T-mobile's, you know, shopping experience is about bringing customers in, surprising and delighting them with the frictionless shopping experiences that basically allow them to come in and complete the transaction and move on with their lives. It's not about keeping them in the store for too long when they don't want to do it. And essentially the idea is to just basically surprise and delight our customers. >>Perfect. Nick, what would you say, what's your billboard about T-Mobile as a technology company that's delivering great services to its customers? >>Yeah, I think, you know, Glen really covered it well. What I would just add to that is I think the way that we are approaching it these days, really starting from that 2016 period is we like to say we don't think of ourselves as a telco company anymore. We think of ourselves as a technology company that happens to do telco among other things, right? And so we've approached this from a point of view of we're here to provide the best possible experience we can to our customers and we take it personally when, when we don't reach that high bar. And so what we've done in the last few years as a transformation is really given us the toolbox that we need to be able to meet that promise. >>Awesome. Guys, it's been a pleasure having you on the program, talking about the transformation of T-Mobile. Great to hear what you're doing with aws, the maturation, and we look forward to having you back on to see what's next. Thank you. >>Awesome. Thank you so much. >>All right, for our guests and Dave Ante, I'm Lisa Martin, you watching The Cube, the leader in live enterprise and emerging tech coverage.

Published Date : Dec 1 2022

SUMMARY :

It's the Cube Day four of Yeah. I'm kind of bummed down, leaving tonight. I'd like to see the Raiders. We have had an amazing event, Dave. I mean we covered remotely in during Covid, Anything jump out at you that we really, It's the maturity of AWS is what's different, you know, Great to have you on brand. So, so everyone knows T-Mobile Blend, you guys are in the digital commerce domain. you know, basically pull the trigger and, and buy the phone at, at which point they submit Talk about some of the challenges before that you So we were the team that kind of brought in AWS and You talk about headless APIs, you talk, I dunno if you saw Warren a Vogel's keynote this morning, So when you think about this from And so, you know, the whole thing was it's an asynchronous system that's loosely coupled and Which was, I thought, you know, really well described, but maybe you guys could talk about you know, platform. So now over a few years that investment pays off and you have It's been, it's been six years. fact that we now operate what we call active active stacks. So you do this, it's, it's you separate across regions I presume? So you know, at least every week or so you are doing this and you know, you might not be able to do data sharing across region. we can recover it if we need to, if we need to send you to another stack and then we call that are you leaning into to servers and lambda or Not yet cuz you want control over the, You we were all on EC twos and across, you know, over the last three How do you deal with the, you know, this is one of the things Lisa, But in the cloud world, you have to be wide in, And so it's kind of kind of fun to see, you know, when they came on board with this but tell me the what the digital commerce domain, you kind of talked about this in the beginning, you know, like I talked about, we started with easy twos back in the day. And a big driver of revenue. what would you say if you had a billboard, what would it say about that? you know, shopping experience is about bringing customers in, surprising Nick, what would you say, what's your billboard about T-Mobile as a technology company that's delivering great services Yeah, I think, you know, Glen really covered it well. Guys, it's been a pleasure having you on the program, talking about the transformation of T-Mobile. Thank you so much. you watching The Cube, the leader in live enterprise and emerging tech coverage.

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Dev Ittycheria, MongoDB | AWS re:Invent 2022


 

>>Hello and run. Welcome back to the Cube's live coverage here. Day three of Cube's coverage, two sets, wall to wall coverage. Third set upstairs in the Executive Briefing Center. I'm John Furry, host of the Cube with Dave Alon. Two other hosts here. Lot of action. Dave. The cheer here is the CEO of MongoDB, exclusive post on Silicon Angle for your prior to the event. Thanks for doing that. Great to see >>You. Likewise. Nice to see you >>Coming on. See you David. So it's great to catch up. Prior to the event for that exclusive story on ecosystem, your perspective that resonated with a lot of the people. The traffic on that post and comments have been off the charts. I think we're seeing a ecosystem kind of surge and not change over, but like a an and ISV and new platform. So I really appreciate your perspective as a platform ISV for aws. What's it like? What's this event like? What's your learnings? What's your takeaway from your customers here this year? What's the most important story going on? >>First of all, I think being here is important for us because we have so many customers and partners here. In fact, if you look at the customers that Amazon themselves announced about two thirds of those customers or MongoDB customers. So we have a huge overlap in customers here. So just connecting with customers and partners has been important. Obviously a lot of them are thinking about their plans going to next year. So we're kind of meeting with them to think about what their priorities are and how we can help. And also we're sharing a little bit of our product roadmap in terms of where we're going and helping them think through like how they can best use Mongadi B as they think about their data strategy, you know, going to next year. So it's been a very productive end. We have a lot of people here, a lot of sales people, a lot of product people, and there's tons of customers here. So we can get a lot accomplished in a few days. >>Dave and I always talk on the cube. Well, Dave always goes to the TAM expansion question. Expanding your total stressful market, the market is changing and you guys have a great position growing positioned. How do you look at the total addressable market for Mongo changing? Where's the growth gonna come from? How do you see your role in the market and how does that impact your current business model? >>Yeah, our whole goal is to really enable developers to think about Mongo, to be first when they're building modern applications. So what we've done is first built a fir, a first class transactional platform and now we've kind expanding the platform to do things like search and analytics, right? And so we are really offering a broad set of capabilities. Now our primary focus is the developer and helping developers build these amazing applications and giving them tools to really do so in a very quick way. So if you think about customers like Intuit, customers like Canva, customers like, you know, Verizon, at and t, you know, who are just using us to really transform their business. It's either to build new applications quickly to do things at a certain level of performance of scale they've never done before. And so really enabling them to do so much more in building these next generation applications that they can build anywhere else. >>So I was listening to McDermott, bill McDermott this morning. Yeah. And you listen to Bill, you just wanna buy from the guy, right? He's amazing. But he was basically saying, look, companies like he was talking about ServiceNow that could help organizations digitally transform, et cetera, but make money or save money or in a good position. And I said, right, Mongo's definitely one of those companies. What are those conversations like here? I know you've been meeting with customers, it's a different environment right now. There's a lot of uncertainty. I, I was talking to one of your customers said, yeah, I'm up for renewal. I love Mongo. I'm gonna see if they can stage my payments a little bit. You know, things like that. Are those conversations? Yeah, you know, similar to what >>You having, we clearly customers are getting a little bit more prudent, but we haven't seen any kind of like slow down terms of deal cycles or, or elongated sales cycles. I mean, obviously different customers in different sectors are going through different issues. What we are seeing customers think about is like how can I, you know, either drive more efficiency in my business like and big part of that is modernization of my existing legacy tech stack. How can maybe consolidate to a fewer set of vendors? I think they like our broad platform story. You know, rather than using three or four different databases, they can use MongoDB to do everything. So that that resonates with customers and the fact that they can move fast, right? Developer productivity is a proxy for innovation. And so being able to move fast to either seize new opportunities or respond to new threats is really, you know, top of mind for still C level executive. >>So can your software, you're right, consolidation is the number one way in which people are save money. Can your software be deflationary? I mean, I mean that in a good way. So >>I was just meeting with a customer who was thinking about Mongo for their transactional platform, elastic for the search platform and like a graph database for a special use case. And, and we said you can do all that on MongoDB. And he is like, oh my goodness, I can consolidate everything. Have one elegant developer interface. I can keep all the data in one place. I can easily access that data. And that makes so much more sense than having to basically use a bunch of peace parts. And so that's, that's what we're seeing more and more interest from customers about. >>So one of the things I want to get your reaction to is, I was saying on the cube, now you can disagree with me if you want, but at, in the cloud native world at Cuban and Kubernetes was going through its hype cycle. The conversation went to it's getting boring. And that's good cause they want it to be boring. They don't want people to talk about the run time. They want it to be working. Working is boring. That's invisible. It's good, it's sticky, it's done. As you guys have such a great sticky business model, you got a great install base. Mongo works, people are happy, they like the product. So it's kind of working, I won't wanna say boring cuz that's, it's irrelevant. What's the exciting things that Mongo's bringing on top of the existing base of product that is gonna really get your clients and prospects enthused about the innovation from Mongo? What's what cuz it's, it's almost like electricity in a way. You guys are very utility in, in the way you do, but it's growing. But is there an exciting element coming that you see that they should pay attention to? What's, what's your >>Vision that, right, so if you look back over the last 10, 15 years, there's been big two big platform shifts, mobile and cloud. I think the next big platform shift is from what I call dumb apps to smart apps. So building more intelligence into applications. And what that means is automating human decision making and embedding that into applications. So we believe that to be a fundamentally a developer problem to solve, yes, you need data scientist to build the machine learning algorithms to train the models. Yeah. But ultimately you can't really deploy, deployed at scale unless you give developers the tools to build those smart applications that what we focused on. And a big part of that is what we call application driven analytics where people or can, can embed that intelligence into applications so that they can instead rather having humans involved, they can make decisions faster, drive to businesses more quickly, you know, shorten it's short and time to market, et cetera. >>And so your strategy to implement those smart apps is to keep targeting the developer Yes. And build on that >>Base. Correct. Exactly. So we wanna essentially democratize the ability for any customer to use our tools to build a smart applications where they don't have the resources of a Google or you know, a large tech company. And that's essentially resonating with our customer base. >>We, we were talking about this earlier after Swami's keynote, is most companies struggle to put data at the core of their business. And I don't mean centralizing it all in a single place as data's everywhere, but, but really organizing their company and democratizing data so people can make data decisions. So I think what you're saying, essentially Atlas is the platform that you're gonna inject intelligence into and allow developers to then build applications that are, you know, intelligent, smart with ai, machine intelligence, et cetera. And that's how the ones that don't have the resources of a Google or an Amazon become correct the, that kind of AI company if >>You, and that's, that's the whole purpose of a developer data platform is to enable them to have the tools, you know, to have very sophisticated analytics, to have the ability to do very sophisticated indexes, optimized for analytics, the ability to use data lakes for very efficient storage and retrieval of data to leverage, you know, edge devices to be able to capture and synchronize data. These are all critical elements to build these next generation applications. And you have to do that, but you don't want to stitch together a thousand primitives. You want to have a platform to do that. And that's where we really focus. >>You know, Dave, Dave and I, three, two days, Dave and I, Dave Ante and I have been talking a lot about developer productivity. And one observation that's now validated is that developers are setting the pace for innovation. Correct? And if you look at the how they, the language that they speak, it's not the same language as security departments, right? They speak almost like different languages, developer and security, and then you got data language. But the developers are making choices of self-service. They can accelerate, they're driving the behavior behavior into the organizations. And this is one of the things I wrote about on Friday last week was the organizational changes are changing cuz the developers set the pace. You can't force tooling down their throat. They're gonna go with what's easy, what's workable. If you believe that to be true, then all the security's gonna be in the developer pipeline. All the innovations we've driven off that high velocity developer site, we're seeing success of security being embedded there with the developers. What are you gonna bring up to that developer layer that's going to help with security, help with maybe even new things, >>Right? So, you know, it's, it's almost a cliche to say now software is in the world, right? Because every company's value props is driven by, it's either enabled to find or created through software. What that really means is that developers are eating all the work, right? And you're seeing, you saw in DevOps, right? Where developers basically enro encroach into the ops world and made infrastructure a programmable interface. You see developers, to your point, encroaching in security, embedding more and more security features into their applications. We believe the same thing's gonna happen with data scientists and business analysts where developers are gonna embed that functionality that was done by different domains in the Alex world and embed that capability into apps themselves. So these applications are just naturally smarter. So you don't need someone to look at a dashboard and say, aha, there's some insight here now I need to go make a decision. The application will do that for you and actually make that decision for you so you can move that much more quickly to run your business either more efficiently or to drive more, you know, revenue. >>Well the interesting thing about your business is cuz you know, you got a lot of transactional activity going on and the data, the way I would say what you just described is the data stack and the application stacks are coming together, right? And you're in a really good position, I think to really affect that. You think about we've, we've operationalized so many systems, we really haven't operationalized our data systems. And, and particularly as you guys get more into analytics, it becomes an interesting, you know, roadmap for Mongo and your customers. How do you see that? >>Yeah, so I wanna be clear, we're not trying to be a data warehouse, I get it. We're not trying to be like, you know, go compete. In fact, we have nice partnership with data bricks and so forth. What we are really trying to do is enable developers to instrument and build these applications that embed analytics. Like a good analogy I'd use is like Google Maps. You think about how sophisticated Google Maps has, and I use that because everyone has used Google Maps. Yeah. Like in the old, I was old enough to print out the directions, map quest exactly, put it on my lap and drive and look down. Now have this device that tells me, you know, if there's a traffic, if there's an accident, if there's something you know, going will reroute me automatically. And what that app is doing is embedding real time data into, into its decision making and making the decision for you so that you don't have to think about which road to take. Right? You, you're gonna see that happen across almost every application over the next X number of years where these applications are gonna become so much smarter and make these decisions for you. So you can just move so much more quickly. >>Yeah. Talk about the company, what status of the company, your growth plans. Obviously you're seeing a lot of news and Salesforce co CEO just resigned, layoffs at cnn, layoffs at DoorDash. You know, tech unfortunately is not impacted, thank God. I'm not that too bad. Certainly in cloud's not impacted it is impacting some of the buying behavior. We talked about that. What's going on with the company head count? What's your goals? How's the team doing? What are your priorities? >>Right? So we we're going after a big, big opportunity. You know, we recognize, obviously the market's a little choppy right now, but our long term, we're very bullish on the opportunity. We believe that we can be the modern developer data platform to build these next generation applications in terms of costs. We're obviously being a little bit more judicious about where we're investing, but we see big, big opportunities for us. And so our overall cost base will grow next year. But obviously we also recognize that there's ways to drive more efficiency. We're at a scale now. We're a 1.2 billion business. We're gonna announce our Q3 results next week. So we'll talk a little bit more about, you know, what we're seeing in the business next week. But we, we think we're a business that's growing fast. You know, we grew, you know, over 50, 50% and so, so we're pretty fast growing business. Yeah. You see? >>Yeah, Tuesday, December 6th you guys announce Exactly. Course is a big, we always watch and love it. So, so what I'm hearing is you're not, you're not stepping on the brakes, you're still accelerating growth, but not at all costs. >>Correct. The term we're using is profitable growth. We wanna, you know, you know, drive the business in a way that we think continues to seize the opportunity. But we also, we always exercise discipline. You know, I, I'm old enough where I had to deal with 2000 and 2008, so, you know, seen the movie before, I'm not 28 and have not seen these markets. And so obviously some are, you know, emerging leaders have not seen these kinds of markets before. So we're kind of helping them think about how to continue to be disciplined. And >>I like that reference to two thousand.com bubble and the financial crisis of 2008. I mentioned this to you when we chat, I'd love to get your thoughts. Now looking back for reinvent, Amazon wasn't a force in, in 2008. They weren't really that big debt yet. Know impact agility, wasn't it? They didn't hit that, they didn't hit that cruising altitude of the value pro cloud agility, time of value moving fast. Now they are. So this is the first time that they're a part of the economic equation. You're on, you're on in the middle of it with Amazon. They could be a catalyst to recover faster if plan properly. What's your CEO take on just that general and other CEOs might be watching and saying, Hey, you know, if I play this right, I could leverage the cloud. You know, Adams is leading into the cloud during a recession. Okay, I get that. But specifically there might be a tactic. What's your view on >>That? I mean, what, what we're seeing the, the hyperscalers do is really continue to kind of compete at the raw infrastructure level on storage, on compute, on network performance, on security to provide the, the kind of the building blocks for companies like Monga Beach really build on. So we're leveraging that price performance curve that they're pushing. You know, they obviously talk about Graviton three, they're talking about their training model chip sets and their inference model chip sets and their security chip sets. Which is great for us because we can leverage those capabilities to build upon that. And I think, you know, if you had asked me, you know, in 2008, would we be talking about chip sets in 2022? I'd probably say, oh, we're way beyond that. But what it really speaks to is those things are still so profoundly important. And I think that's where you can see Amazon and Google and Microsoft compete to provide the best underlying infrastructure where companies like mongadi we can build upon and we can help customers leverage that to really build the next generation. >>I'm not saying it's 2008 all over again, but we have data from 2008 that was the first major tailwind for the cloud. Yeah. When the CFO said we're going from CapEx to opex. So we saw that. Now it's a lot different now it's a lot more mature >>I think. I think there's a fine tuning trend going on where people are right sizing, fine tuning, whatever you wanna call it. But a craft is coming. A trade craft of cloud management, cloud optimization, managing the cost structures, tuning, it's a crafting, it's more of a craft. It's kind of seems like we're >>In that era, I call it cost optimization, that people are looking to say like, I know I'm gonna invest but I wanna be rational and more thoughtful about where I invest and why and with whom I invest with. Versus just like, you know, just, you know, everyone getting a 30% increase in their opex budgets every year. I don't think that's gonna happen. And so, and that's where we feel like it's gonna be an opportunity for us. We've kind of hit scap velocity. We've got the developer mind share. We have 37,000 customers of all shapes and sizes across the world. And that customer crown's only growing. So we feel like we're a place where people are gonna say, I wanna standardize among the >>Db. Yeah. And so let's get a great quote in his keynote, he said, if you wanna save money, the place to do it is in the cloud. >>You tighten the belt, which belt you tightening? The marketplace belt, the wire belt. We had a whole session on that. Tighten your belt thing. David Chair, CEO of a billion dollar company, MongoDB, continue to grow and grow and continue to innovate. Thanks for coming on the cube and thanks for participating in our stories. >>Thanks for having me. Great to >>Be here. Thank. Okay, I, Dave ante live on the show floor. We'll be right back with our final interview of the day after this short break, day three coming to close. Stay with us. We'll be right back.

Published Date : Dec 1 2022

SUMMARY :

host of the Cube with Dave Alon. Nice to see you So it's great to catch up. can best use Mongadi B as they think about their data strategy, you know, going to next year. How do you see your role in the market and how does that impact your current customers like Canva, customers like, you know, Verizon, at and t, you know, And you listen to Bill, you just wanna buy from the guy, able to move fast to either seize new opportunities or respond to new threats is really, you know, So can your software, you're right, consolidation is the number one way in which people are save money. And, and we said you can do all that on MongoDB. So one of the things I want to get your reaction to is, I was saying on the cube, now you can disagree with me if you want, they can make decisions faster, drive to businesses more quickly, you know, And so your strategy to implement those smart apps is to keep targeting the developer Yes. of a Google or you know, a large tech company. And that's how the ones that don't have the resources of a Google or an Amazon data to leverage, you know, edge devices to be able to capture and synchronize data. And if you look at the how they, the language that they speak, it's not the same language as security So you don't need someone to look at a dashboard and say, aha, there's some insight here now I need to go make a the data, the way I would say what you just described is the data stack and the application stacks are coming together, into its decision making and making the decision for you so that you don't have to think about which road to take. Certainly in cloud's not impacted it is impacting some of the buying behavior. You know, we grew, you know, over 50, Yeah, Tuesday, December 6th you guys announce Exactly. And so obviously some are, you know, emerging leaders have not seen these kinds of markets before. I mentioned this to you when we chat, I'd love to get your thoughts. And I think, you know, if you had asked me, you know, in 2008, would we be talking about chip sets in When the CFO said we're going from CapEx to opex. fine tuning, whatever you wanna call it. Versus just like, you know, just, you know, everyone getting a 30% increase in their You tighten the belt, which belt you tightening? Great to of the day after this short break, day three coming to close.

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Lynne Doherty, Sumo Logic | AWS re:Invent 2022


 

>>Hey everyone, welcome back. It's the Cube live in Las Vegas. We've been here since Monday covering the event wall to coverage on the cube at AWS Reinvent 22, Lisa Martin here with Dave Ante. Dave, we're hearing consistently north of 50,000 people here. I'm hearing close to 300,000 online. People are back. They are ready to hear from AWS and its ecosystem. Yeah, >>I think 55 is the number I'm hearing. I've been using 50 for 2019, but somebody the other day told me, no, no, it was way more than that. Right, right. Well this feels bigger in >>2019. It does feel bigger. It does feel bigger. And we've had such great conversations as you know, because you've been watching the Cube since Monday night. We're pleased to welcome from Sumo Logic. Lynn Doherty, the president of Worldwide Field Operations. Lynn, welcome to the program. >>Thank you for having me. I'm glad to be here. Talk >>To us about what's going on at Sumo Logic. We cover them. We've been following them for a long time, but what's what's new? >>We have a lot going on at Sumo Logic. What we do is provide solutions for both observability and security. And if you think about the challenges that our customers are facing today, everybody as they're doing this digital transformation is in a situation where the data and the digital exhausts that they have is growing faster than their budgets and especially in what looks like potentially uncertain economic times. And so what we do is enable them to bring that together on a platform so that they can solve both of those problems in a really cost effective way. >>What are some of the things that you're hearing from customers in the field where it relates to Sumo logic and aws? What are they asking for? >>They continue to ask for security and, and I think as everybody goes on that journey of digital transformation and, and I think what's going on now is that there are people who are kind of in wave two of that digital transformation, but security continues to be top of mind. And again, as as our customers are moving into potentially uncertain economic times and they're saying, Hey, I've gotta shore up and, and maybe do smarter things with my budget, cybersecurity is one piece of that that is not falling off the table. That their requirements around security, around audits, around compliance don't go away regardless of what else happens. >>How do you fit in the cloud ecosystem generally? AWS specifically? I think AWS is generally perceived as a more friendly environment for the ecosystem partners. We saw CrowdStrike yesterday, you know, stock got crushed. They had a great quarter, but not as great as they thought it could be. Yeah. And one, some of the analysts were saying, well, it could be Microsoft competition at the low end of the market. Okay. AWS is like the ecosystem partners are really strong in security, lot of places to add value. Where does Sumo Logic >>Fit? Yeah, we are all in with aws. So AWS is our platform of choice. It's the platform that we're built on. It's the only platform that we use. And so we work incredibly closely with aws. In fact, last year we were the first ever AWS ISV partner of the year for as Sumo Logic, which we're not as big as some of the other players, but it just is a testament to the partnership that we have with aws. >>When you're out in the field talking with customers, we talked about some of the challenges there, but where are your customer conversations? You talked about security and cyber as is not falling off the table. In fact, it's, it's rising up the stock, it's a board level conversation. So where are the customer conversations that you're having? Are they, are they at the developer level? Are they higher? Are they at the C-suite? What does that look like? >>Yeah, it's, it's actually at both the developer and the C-suite. And so there's really two motions. The first is around developers and practitioners and people that run security operation centers. And they need tools that are easy to use that integrate in their environment. And so we absolutely work with them as a starting point because if, if they aren't happy with the tools that they have, you know, the customer can't go on that digital transformation, can't have effective application usage. But we also need to talk to C-Suite and that to CIO or a CISO who's really thinking often more broadly about how do we do things as a platform and how do we consolidate some of our tools to rationalize what we're using and really make the most of the budget that we have. And so we come at it from both angles. We call it selling above the line and below the line because both of those are really important people for us to work with. >>Above the line being sort of the business executives, >>Business executives and C-suite executives. And then, but below the line are the actual people who are using the product and using a day to day interacting with the tools. >>So how are those above the line and below the line conversations, you know, different? What, what are the, what are the above the line conversations? What are the sort of keywords that, you know, that resonate? Let's start there. >>Yeah, above the line, there's a lot that's around how do we make the most of the investments that we're making. And so there are no shortage of tools, right? You can look around this AWS floor and see that there are no shortage of tools and software products out there. And so above the line it's how do we make use of the budget that we have and get the most out of the investments we've made and do that in a really smart way. Often thinking about platforms and consolidating tools and, and using the tools and getting full value of what they have below the line. I think it's really how do they have really strong ease of use? How do they get the fastest time to value? Because time to value is really important when you're a practitioner, when you're developing an application, when you're migrating and modernizing an application, having tools that are easy to use and not just give you data but give you insights. And so that's what a conversation with a practitioner for us is, is taking data and turning it into insights that they can use. >>You know, and it seems like we never get rid of stuff in it, but there's a big conversation now when you talk to practitioners, okay, well you got some budget pressures, your sales cycles are elongating. What are you doing about, a lot of 'em are saying, well, we're consolidating and nowhere is that more needed probably than insecurity. So how, how are you seeing that play out in the market? Are you able to take advantage of that as Sumo? >>I think there's the old joke that says there is no ciso. Whoever says, if I just had one more tool, I'd be secure. >>And >>Nobody ever says that it's not one more tool. It's having effective tools and having tools that integrate. And so when I think of Sumo Logic in that space, it's number one, we really integrate with so many different tools out there that give, again, not just security information, but security insights. And so that becomes a really important part of the conversation. What, when you talk about tool consolidation, that's absolutely, I think something that has been a journey that a lot of our customers have been on and probably will be on for the foreseeable future. And so that's a place that we can really help because we have a platform that you can leverage our tool on the DevOps side and on the security side. And that's a conversation that we have a lot with our customers. Are >>You helping bridge those two, the security folks, the dev folks? Cause we talk about Shift left and CISO being involved now. Is Sumo Logic helping from a cultural perspective to bridge those two? >>Yeah, well I think it's a really good point that you make. It's, there's part of it that's a technology challenge and then there's part of it that's a cultural challenge and an organization silo challenge that happens. And so it is something that we try to bring our customers together and often start in one area of the business and help move into other areas and bring them together. It, it also comes down to that data growing faster than budgets and customers can no longer afford to keep multiple copies of the same data, the same metrics, and all of that digital exhaust that comes as they move to the cloud and modernize their applications. And so we bring that together and help them get the most use out of it. >>There are a lot of, we've been talking all week in the cube about sort of adjacencies to security. We've talking about data protections now becoming an adjacency. You know, you talk about resilience within an organization, everybody was sort of caught off guard, obviously with the pandemic, not as resilient as they could have been. So it seems like the scope of security is really expanding. You know, they always say it's, it's a team sport, okay, it's a pro mine, but it's true. Right? Whereas it used to be that guy's problem. Yeah. What are you seeing in terms of that evolution? >>Yeah, I think you're absolutely right. I think the pandemics force some of that faster than was happening, but it's absolutely something that is going on that cybersecurity is now built in from the ground up and I've been in cyber security for years and it's moved from an afterthought or something that comes after the fact, Hey, let's build the application and then we'll worry about security to, it needs to be a secure application from the ground up. And so that is bringing together that dev and SEC ops a lot because it needs to be built in, the security piece needs to be built in from the ground up on the development side. >>Absolutely. The, the threat landscape has changed so much in the last couple of years. Has the fraudsters, bad actors, whatever you wanna call 'em, are getting far more sophisticated. Yeah. So security can't be an afterthought. Can't be a built on. Yeah, it's gotta be integrated, built in from the ground up for organizations to be able to be, as they've said, resilient. We're hearing a lot about resiliency and the importance of it. For any business. >>For any business, it's important for every business. And if you think about how we interact with companies now, our view of a bank isn't the branch, it's the app, our view of office, it's this, right? It's, it's on the phone, it's on digital devices, it's on a website. And so that is your interaction, that is your experience. And so that plays into, is it up, is it running, is it responsive? That application performance piece, but also the security piece of is it secure? Is my data protected? You know, do I have any vulnerability? >>Yeah, you must have, being in field operations, a favorite customer story that you really think defines the value proposition beautifully of Sumo Logic. What story is that? >>Wow, that's a good question. I have a lot of favorite stories. You know, we have customers, for example, gaming customers that maybe aren't able to predict what their usage looks like. And that's something that we really help our customers with is the peaks and valleys. And so we have gaming customers or retail customers that we're able to take their data sources and they may be at one level and go to 10 x in a day without any notice. And we're able to handle that for them. And I think that's something that I'm really proud of is that we don't make that the customer's problem. They're, they're peaks and valleys, they're spikes that may happen seasonally in retail. It's Black Friday sales that are coming up. It's a new game that gets released. It's a new music piece that gets released and they are going to see that, but they don't have to worry about that because of us. And so that really makes me proud that we handle that and take that problem off of their shoulders. I >>See Pokemon on the website, that's a hugely popular >>Game, Pokemon now. Yes. >>Last question for you, we've got about 30 seconds left. If you had a billboard to put up in Denver where you live about Sumo Logic and its impact like an elevator pitch or a phrase that you think really summarizes the impact, what would it >>Say? Yeah, well it's a really good question. I've got it on my shirt. I dunno, it's not for the G-rated, but we fix things faster. Fix shit faster. And so for us that's really, ultimately, it's not just about having information, it's not just about having the data, it's about being able to resolve your problems quickly. And whether that's an application or a security issue, we've gotta be able to fix it faster for our customers and that's what we enable them to do. >>Fix bleep faster. Lynn, it's been a pleasure having you on the program. Thank you so much. Thank you for joining us. Awesome step at Sumo Logic. For our guest and for Dave Ante. I'm Lisa Martin. You're watching The Cube Live from Las Vegas, the leader in live enterprise and emerging tech coverage.

Published Date : Dec 1 2022

SUMMARY :

It's the Cube live in Las Vegas. but somebody the other day told me, no, no, it was way more than that. And we've had such great conversations as you know, Thank you for having me. To us about what's going on at Sumo Logic. And if you think about the challenges that our customers that is not falling off the table. AWS is like the ecosystem partners are really strong in security, lot of places to add And so we work incredibly closely with aws. You talked about security and cyber as is not falling off the table. And so we absolutely work with them as And then, but below the line are the actual people who What are the sort of keywords that, And so above the line it's how do we make use of the budget that we have and What are you doing about, a lot of 'em are saying, I think there's the old joke that says there is no ciso. And so that becomes a really important part of the conversation. Cause we talk about Shift left And so it is something that we try to bring our customers together So it seems like the scope of security is really And so that is bringing together that dev and SEC ops Has the fraudsters, bad actors, whatever you wanna call 'em, And so that is your interaction, the value proposition beautifully of Sumo Logic. And so we have gaming customers or retail customers that we're able to take Game, Pokemon now. or a phrase that you think really summarizes the impact, what would it dunno, it's not for the G-rated, but we fix things faster. the leader in live enterprise and emerging tech coverage.

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ML & AI Keynote Analysis | AWS re:Invent 2022


 

>>Hey, welcome back everyone. Day three of eight of us Reinvent 2022. I'm John Farmer with Dave Volante, co-host the q Dave. 10 years for us, the leader in high tech coverage is our slogan. Now 10 years of reinvent day. We've been to every single one except with the original, which we would've come to if Amazon actually marketed the event, but they didn't. It's more of a customer event. This is day three. Is the machine learning ai keynote sws up there. A lot of announcements. We're gonna break this down. We got, we got Andy Thra here, vice President, prince Constellation Research. Andy, great to see you've been on the cube before one of our analysts bringing the, bringing the, the analysis, commentary to the keynote. This is your wheelhouse. Ai. What do you think about Swami up there? I mean, he's awesome. We love him. Big fan Oh yeah. Of of the Cuban we're fans of him, but he got 13 announcements. >>A lot. A lot, >>A lot. >>So, well some of them are, first of all, thanks for having me here and I'm glad to have both of you on the same show attacking me. I'm just kidding. But some of the announcement really sort of like a game changer announcements and some of them are like, meh, you know, just to plug in the holes what they have and a lot of golf claps. Yeah. Meeting today. And you could have also noticed that by, when he was making the announcements, you know, the, the, the clapping volume difference, you could say, which is better, right? But some of the announcements are, are really, really good. You know, particularly we talked about, one of that was Microsoft took that out of, you know, having the open AI in there, doing the large language models. And then they were going after that, you know, having the transformer available to them. And Amazon was a little bit weak in the area, so they couldn't, they don't have a large language model. So, you know, they, they are taking a different route saying that, you know what, I'll help you train the large language model by yourself, customized models. So I can provide the necessary instance. I can provide the instant volume, memory, the whole thing. Yeah. So you can train the model by yourself without depending on them kind >>Of thing. So Dave and Andy, I wanna get your thoughts cuz first of all, we've been following Amazon's deep bench on the, on the infrastructure pass. They've been doing a lot of machine learning and ai, a lot of data. It just seems that the sentiment is that there's other competitors doing a good job too. Like Google, Dave. And I've heard folks in the hallway, even here, ex Amazonians saying, Hey, they're train their models on Google than they bring up the SageMaker cuz it's better interface. So you got, Google's making a play for being that data cloud. Microsoft's obviously putting in a, a great kind of package to kind of make it turnkey. How do they really stand versus the competition guys? >>Good question. So they, you know, each have their own uniqueness and the we variation that take it to the field, right? So for example, if you were to look at it, Microsoft is known for as industry or later things that they are been going after, you know, industry verticals and whatnot. So that's one of the things I looked here, you know, they, they had this omic announcement, particularly towards that healthcare genomics space. That's a huge space for hpz related AIML applications. And they have put a lot of things in together in here in the SageMaker and in the, in their models saying that, you know, how do you, how do you use this transmit to do things like that? Like for example, drug discovery, for genomics analysis, for cancer treatment, the whole, right? That's a few volumes of data do. So they're going in that healthcare area. Google has taken a different route. I mean they want to make everything simple. All I have to do is I gotta call an api, give what I need and then get it done. But Amazon wants to go at a much deeper level saying that, you know what? I wanna provide everything you need. You can customize the whole thing for what you need. >>So to me, the big picture here is, and and Swami references, Hey, we are a data company. We started, he talked about books and how that informed them as to, you know, what books to place front and center. Here's the, here's the big picture. In my view, companies need to put data at the core of their business and they haven't, they've generally put humans at the core of their business and data. And now machine learning are at the, at the outside and the periphery. Amazon, Google, Microsoft, Facebook have put data at their core. So the question is how do incumbent companies, and you mentioned some Toyota Capital One, Bristol Myers Squibb, I don't know, are those data companies, you know, we'll see, but the challenge is most companies don't have the resources as you well know, Andy, to actually implement what Google and Facebook and others have. >>So how are they gonna do that? Well, they're gonna buy it, right? So are they gonna build it with tools that's kind of like you said the Amazon approach or are they gonna buy it from Microsoft and Google, I pulled some ETR data to say, okay, who are the top companies that are showing up in terms of spending? Who's spending with whom? AWS number one, Microsoft number two, Google number three, data bricks. Number four, just in terms of, you know, presence. And then it falls down DataRobot, Anaconda data icu, Oracle popped up actually cuz they're embedding a lot of AI into their products and, and of course IBM and then a lot of smaller companies. But do companies generally customers have the resources to do what it takes to implement AI into applications and into workflows? >>So a couple of things on that. One is when it comes to, I mean it's, it's no surprise that the, the top three or the hyperscalers, because they all want to bring their business to them to run the specific workloads on the next biggest workload. As you was saying, his keynote are two things. One is the A AIML workloads and the other one is the, the heavy unstructured workloads that he was talking about. 80%, 90% of the data that's coming off is unstructured. So how do you analyze that? Such as the geospatial data. He was talking about the volumes of data you need to analyze the, the neural deep neural net drug you ought to use, only hyperscale can do it, right? So that's no wonder all of them on top for the data, one of the things they announced, which not many people paid attention, there was a zero eight L that that they talked about. >>What that does is a little bit of a game changing moment in a sense that you don't have to, for example, if you were to train the data, data, if the data is distributed everywhere, if you have to bring them all together to integrate it, to do that, it's a lot of work to doing the dl. So by taking Amazon, Aurora, and then Rich combine them as zero or no ETL and then have Apaches Apaches Spark applications run on top of analytical applications, ML workloads. That's huge. So you don't have to move around the data, use the data where it is, >>I, I think you said it, they're basically filling holes, right? Yeah. They created this, you know, suite of tools, let's call it. You might say it's a mess. It's not a mess because it's, they're really powerful but they're not well integrated and now they're starting to take the seams as I say. >>Well yeah, it's a great point. And I would double down and say, look it, I think that boring is good. You know, we had that phase in Kubernetes hype cycle where it got boring and that was kind of like, boring is good. Boring means we're getting better, we're invisible. That's infrastructure that's in the weeds, that's in between the toes details. It's the stuff that, you know, people we have to get done. So, you know, you look at their 40 new data sources with data Wrangler 50, new app flow connectors, Redshift Auto Cog, this is boring. Good important shit Dave. The governance, you gotta get it and the governance is gonna be key. So, so to me, this may not jump off the page. Adam's keynote also felt a little bit of, we gotta get these gaps done in a good way. So I think that's a very positive sign. >>Now going back to the bigger picture, I think the real question is can there be another independent cloud data cloud? And that's the, to me, what I try to get at my story and you're breaking analysis kind of hit a home run on this, is there's interesting opportunity for an independent data cloud. Meaning something that isn't aws, that isn't, Google isn't one of the big three that could sit in. And so let me give you an example. I had a conversation last night with a bunch of ex Amazonian engineering teams that left the conversation was interesting, Dave. They were like talking, well data bricks and Snowflake are basically batch, okay, not transactional. And you look at Aerospike, I can see their booth here. Transactional data bases are hot right now. Streaming data is different. Confluence different than data bricks. Is data bricks good at hosting? >>No, Amazon's better. So you start to see these kinds of questions come up where, you know, data bricks is great, but maybe not good for this, that and the other thing. So you start to see the formation of swim lanes or visibility into where people might sit in the ecosystem, but what came out was transactional. Yep. And batch the relationship there and streaming real time and versus you know, the transactional data. So you're starting to see these new things emerge. Andy, what do you, what's your take on this? You're following this closely. This seems to be the alpha nerd conversation and it all points to who's gonna have the best data cloud, say data, super clouds, I call it. What's your take? >>Yes, data cloud is important as well. But also the computational that goes on top of it too, right? Because when, when the data is like unstructured data, it's that much of a huge data, it's going to be hard to do that with a low model, you know, compute power. But going back to your data point, the training of the AIML models required the batch data, right? That's when you need all the, the historical data to train your models. And then after that, when you do inference of it, that's where you need the streaming real time data that's available to you too. You can make an inference. One of the things, what, what they also announced, which is somewhat interesting, is you saw that they have like 700 different instances geared towards every single workload. And there are some of them very specifically run on the Amazon's new chip. The, the inference in two and theran tr one chips that basically not only has a specific instances but also is run on a high powered chip. And then if you have that data to support that, both the training as well as towards the inference, the efficiency, again, those numbers have to be proven. They claim that it could be anywhere between 40 to 60% faster. >>Well, so a couple things. You're definitely right. I mean Snowflake started out as a data warehouse that was simpler and it's not architected, you know, in and it's first wave to do real time inference, which is not now how, how could they, the other second point is snowflake's two or three years ahead when it comes to governance, data sharing. I mean, Amazon's doing what always does. It's copying, you know, it's customer driven. Cuz they probably walk into an account and they say, Hey look, what's Snowflake's doing for us? This stuff's kicking ass. And they go, oh, that's a good idea, let's do that too. You saw that with separating compute from storage, which is their tiering. You saw it today with extending data, sharing Redshift, data sharing. So how does Snowflake and data bricks approach this? They deal with ecosystem. They bring in ecosystem partners, they bring in open source tooling and that's how they compete. I think there's unquestionably an opportunity for a data cloud. >>Yeah, I think, I think the super cloud conversation and then, you know, sky Cloud with Berkeley Paper and other folks talking about this kind of pre, multi-cloud era. I mean that's what I would call us right now. We are, we're kind of in the pre era of multi-cloud, which by the way is not even yet defined. I think people use that term, Dave, to say, you know, some sort of magical thing that's happening. Yeah. People have multiple clouds. They got, they, they end up by default, not by design as Dell likes to say. Right? And they gotta deal with it. So it's more of they're inheriting multiple cloud environments. It's not necessarily what they want in the situation. So to me that is a big, big issue. >>Yeah, I mean, again, going back to your snowflake and data breaks announcements, they're a data company. So they, that's how they made their mark in the market saying that, you know, I do all those things, therefore you have, I had to have your data because it's a seamless data. And, and Amazon is catching up with that with a lot of that announcements they made, how far it's gonna get traction, you know, to change when I to say, >>Yeah, I mean to me, to me there's no doubt about Dave. I think, I think what Swamee is doing, if Amazon can get corner the market on out of the box ML and AI capabilities so that people can make it easier, that's gonna be the end of the day tell sign can they fill in the gaps. Again, boring is good competition. I don't know mean, mean I'm not following the competition. Andy, this is a real question mark for me. I don't know where they stand. Are they more comprehensive? Are they more deeper? Are they have deeper services? I mean, obviously shows to all the, the different, you know, capabilities. Where, where, where does Amazon stand? What's the process? >>So what, particularly when it comes to the models. So they're going at, at a different angle that, you know, I will help you create the models we talked about the zero and the whole data. We'll get the data sources in, we'll create the model. We'll move the, the whole model. We are talking about the ML ops teams here, right? And they have the whole functionality that, that they built ind over the year. So essentially they want to become the platform that I, when you come in, I'm the only platform you would use from the model training to deployment to inference, to model versioning to management, the old s and that's angle they're trying to take. So it's, it's a one source platform. >>What about this idea of technical debt? Adrian Carro was on yesterday. John, I know you talked to him as well. He said, look, Amazon's Legos, you wanna buy a toy for Christmas, you can go out and buy a toy or do you wanna build a, to, if you buy a toy in a couple years, you could break and what are you gonna do? You're gonna throw it out. But if you, if you, if part of your Lego needs to be extended, you extend it. So, you know, George Gilbert was saying, well, there's a lot of technical debt. Adrian was countering that. Does Amazon have technical debt or is that Lego blocks analogy the right one? >>Well, I talked to him about the debt and one of the things we talked about was what do you optimize for E two APIs or Kubernetes APIs? It depends on what team you're on. If you're on the runtime gene, you're gonna optimize for Kubernetes, but E two is the resources you want to use. So I think the idea of the 15 years of technical debt, I, I don't believe that. I think the APIs are still hardened. The issue that he brings up that I think is relevant is it's an end situation, not an or. You can have the bag of Legos, which is the primitives and build a durable application platform, monitor it, customize it, work with it, build it. It's harder, but the outcome is durability and sustainability. Building a toy, having a toy with those Legos glued together for you, you can get the play with, but it'll break over time. Then you gotta replace it. So there's gonna be a toy business and there's gonna be a Legos business. Make your own. >>So who, who are the toys in ai? >>Well, out of >>The box and who's outta Legos? >>The, so you asking about what what toys Amazon building >>Or, yeah, I mean Amazon clearly is Lego blocks. >>If people gonna have out the box, >>What about Google? What about Microsoft? Are they basically more, more building toys, more solutions? >>So Google is more of, you know, building solutions angle like, you know, I give you an API kind of thing. But, but if it comes to vertical industry solutions, Microsoft is, is is ahead, right? Because they have, they have had years of indu industry experience. I mean there are other smaller cloud are trying to do that too. IBM being an example, but you know, the, now they are starting to go after the specific industry use cases. They think that through, for example, you know the medical one we talked about, right? So they want to build the, the health lake, security health lake that they're trying to build, which will HIPPA and it'll provide all the, the European regulations, the whole line yard, and it'll help you, you know, personalize things as you need as well. For example, you know, if you go for a certain treatment, it could analyze you based on your genome profile saying that, you know, the treatment for this particular person has to be individualized this way, but doing that requires a anomalous power, right? So if you do applications like that, you could bring in a lot of the, whether healthcare, finance or what have you, and then easy for them to use. >>What's the biggest mistake customers make when it comes to machine intelligence, ai, machine learning, >>So many things, right? I could start out with even the, the model. Basically when you build a model, you, you should be able to figure out how long that model is effective. Because as good as creating a model and, and going to the business and doing things the right way, there are people that they leave the model much longer than it's needed. It's hurting your business more than it is, you know, it could be things like that. Or you are, you are not building a responsibly or later things. You are, you are having a bias and you model and are so many issues. I, I don't know if I can pinpoint one, but there are many, many issues. Responsible ai, ethical ai. All >>Right, well, we'll leave it there. You're watching the cube, the leader in high tech coverage here at J three at reinvent. I'm Jeff, Dave Ante. Andy joining us here for the critical analysis and breaking down the commentary. We'll be right back with more coverage after this short break.

Published Date : Nov 30 2022

SUMMARY :

Ai. What do you think about Swami up there? A lot. of, you know, having the open AI in there, doing the large language models. So you got, Google's making a play for being that data cloud. So they, you know, each have their own uniqueness and the we variation that take it to have the resources as you well know, Andy, to actually implement what Google and they gonna build it with tools that's kind of like you said the Amazon approach or are they gonna buy it from Microsoft the neural deep neural net drug you ought to use, only hyperscale can do it, right? So you don't have to move around the data, use the data where it is, They created this, you know, It's the stuff that, you know, people we have to get done. And so let me give you an example. So you start to see these kinds of questions come up where, you know, it's going to be hard to do that with a low model, you know, compute power. was simpler and it's not architected, you know, in and it's first wave to do real time inference, I think people use that term, Dave, to say, you know, some sort of magical thing that's happening. you know, I do all those things, therefore you have, I had to have your data because it's a seamless data. the different, you know, capabilities. at a different angle that, you know, I will help you create the models we talked about the zero and you know, George Gilbert was saying, well, there's a lot of technical debt. Well, I talked to him about the debt and one of the things we talked about was what do you optimize for E two APIs or Kubernetes So Google is more of, you know, building solutions angle like, you know, I give you an API kind of thing. you know, it could be things like that. We'll be right back with more coverage after this short break.

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Ev Kontsevoy, Teleport | AWS re:Invent 2022


 

>>Hello everyone and welcome back to Las Vegas. I've got my jazz hands because I am very jazzed to be here at AWS Reinvent Live from the show floor all week. My name is Savannah Peterson, joined with the infamous John Farer. John, how you feeling >>After feeling great? Love? What's going on here? The vibe is a cloud, cloud native. Lot of security conversation, data, stuff we love Cloud Native, >>M I >>A L, I mean big news. Security, security, data lake. I mean, who would've thought Amazon have a security data lake? You know, e k s, I mean >>You might have with that tweet you had out >>Inside outside the containers. Reminds me, it feels like coan here. >>It honestly, and there's a lot of overlap and it's interesting that you mention CubeCon because we talked to the next company when we were in Detroit just a couple weeks ago. Teleport E is the CEO and founder F Welcome to the show. How you doing? >>I'm doing well. Thank you for having me today. >>We feel very lucky to have you. We hosted Drew who works on the product marketing side of Teleport. Yeah, we got to talk caddies and golf last time on the show. We'll talk about some of your hobbies a little bit later, but just in case someone's tuning in, unfamiliar with Teleport, you're all about identity. Give us a little bit of a pitch, >>Little bit of our pitch. Teleport is the first identity native infrastructure access platform. It's used by engineers and it's used by machines. So notice that I used very specific choice of words first identity native, what does it mean? Identity native? It consists of three things and we're writing a book about those, but I'll let you know. Stay >>Tuned on that front. >>Exactly, yes, but I can talk about 'em today. So the first component of identity, native access is moving away from secrets towards true identity. The secrets, I mean things like passwords, private keys, browser cookies, session tokens, API keys, all of these things is secrets and they make you vulnerable. The point is, as you scale, it's absolutely impossible to protect all of the seekers because they keep growing and multiplying. So the probability of you getting hacked over time is high. So you need to get rid of secrets altogether that that's the first thing that we do. We use something called True Identity. It's a combination of your biometrics as well as identity of your machines. That's tpms, HSMs, Ubikes and so on, so forth. >>Go >>Ahead. The second component is Zero Trust. Like Teleport is built to not trust the network. So every resource inside of your data center automatically gets configured as if there is no perimeter it, it's as safe as it was on the public network. So that's the second thing. Don't trust the network. And the third one is that we keep access policy in one place. So Kubernetes clusters, databases on stage, rdp, all of these protocols, the access policy will be in one place. That's identity. Okay, >>So I'm, I'm a hacker. Pretend I'm a hacker. >>Easy. That sounds, >>That sounds really good to me. Yeah, I'm supposed to tell 'em you're hacker. Okay. I can go to one place and hack that. >>I get this question a lot. The thing is, you want centralization when it comes to security, think about your house being your AWS account. Okay? Everything inside your furniture, your valuable, like you'll watch collection, like that's your data, that's your servers, paper clusters, so and so forth. Right Now I have a choice and your house is in a really bad neighborhood. Okay, that's the bad internet. Do you wanna have 20 different doors or do you want to have one? But like amazing one, extremely secure, very modern. So it's very easy for you to actually maintain it and enforce policy. So the answer is, oh, you probably need to have >>One. And so you're designing security identity from a perspective of what's best for the security posture. Exactly. Sounds like, okay, so now that's not against the conventional wisdom of the perimeter's dead, the cloud's everywhere. So in a way kind of brings perimeter concepts into the posture because you know, the old model of the firewall, the moat >>It Yeah. Just doesn't scale. >>It doesn't scale. You guys bring the different solution. How do you fit into the new perimeters dead cloud paradigm? >>So the, the way it works that if you are, if you are using Teleport to access your infrastructure, let's just use for example, like a server access perspective. Like that machine that you're accessing doesn't listen on a network if it runs in Teleport. So instead Teleport creates this trusted outbound tunnels to the proxy. So essentially you are managing devices using out going connection. It's kind of like how your phone runs. Yeah. Like your phone is actually ultimate, it's like a teleport like, like I It's >>Like teleporting into your environment. >>Yeah, well play >>Journal. But >>Think about actually like one example of an amazing company that's true Zero trust that we're all familiar with would be Apple. Because every time you get a new iOS on your phone, the how is it different from Apple running massive software deployment into enormous cloud with billions of servers sprinkle all over the world without perimeter. How is it possible That's exactly the kind of technology that Teleports >>Gives you. I'm glad you clarified. I really wanted to get that out on the table. Cuz Savannah, this is, this is the paradigm shift around what an environment is Exactly. Did the Apple example, so, okay, tell 'em about customer traction. Are people like getting it right away? Are their teams ready? Are they go, oh my god this is >>Great. Pretty much you see we kinda lucky like in a, in a, like in this business and I'm walking around looking at all these successful startups, like every single one of them has a story about launching the right thing at just the right like moment. Like in technology, like the window to launch something is extremely short. Like months. I'm literally talking months. So we built Teleport started to work on it in like 2015. It was internal project, I believe it or not, also a famous example. It's really popular like internal project, put it on GitHub and it sat there relatively unnoticed for a while and then it just like took off around 2000 >>Because people start to feel the pain. They needed it. Exactly, >>Exactly. >>Yeah. The timing. Well and And what a great way to figure out when the timing is right? When you do something like that, put it on GitHub. Yeah. >>People >>Tell you what's up >>Yeah's Like a basketball player who can just like be suspended in the air over the hoop for like half the game and then finally his score and wins >>The game. Or video gamer who's lagged, everyone else is lagging and they got the latency thing. Exactly. Thing air. Okay. Talk about the engineering side. Cause I, I like this at co con, you mentioned it at the opening of this segment that you guys are for engineers, not it >>Business people. That's right. >>Explain that. Interesting. This is super important. Explain why and why that's resonating. >>So there is this ongoing shift on more and more responsibilities going to engineers. Like remember back in the day before we even had clouds, we had people actually racking servers, sticking cables into them, cutting their fingers, like trying to get 'em in. So those were not engineers, they were different teams. Yeah. But then you had system administrators who would maintain these machines for you. Now all of these things are done with code. And when these things are done with code and with APIs, that shifts to engineers. That is what Teleport does with policy. So if you want to have a set of rules that govern who or what and when under what circumstances can access what data like on Kubernetes, on databases, on, on servers wouldn't be nice to use code for it. So then you could use like a version control and you can keep track of changes. That's what teleport enables. Traditionally it preferred more kind of clicky graphical things like clicking buttons. And so it's just a different world, different way of doing it. So essentially if you want security as code, that's what Teleport provides and naturally this language resonates with this persona. >>Love that. Security is coding. It's >>A great term. Yeah. Love it. I wanna, I wanna, >>Okay. We coined it, someone else uses it on the show. >>We borrow it >>To use credit. When did you, when did you coin that? Just now? >>No, >>I think I coined it before >>You wanted it to be a scoop. I love that. >>I wish I had this story when I, I was like a, like a poor little 14 year old kid was dreaming about security code but >>Well Dave Ante will testify that I coined data as code before anyone else but it got 10 years ago. You >>Didn't hear it this morning. Jimmy actually brought it back up. Aws, you're about startups and he's >>Whoever came up with lisp programming language that had this concept that data and code are exact same thing, >>Right? We could debate nerd lexicon all day on the cube. In fact, that could even be a segment first >>Of we do. First of all, the fact that Lisp came up on the cube is actually a milestone because Lisp is a very popular language for object-oriented >>Grandfather of everything. >>Yes, yes, grandfather. Good, good. Good catch there. Yeah, well done. >>All right. I'm gonna bring us back. I wanna ask you a question >>Talking about nerd this LIS is really >>No, I think it's great. You know how nerdy we can get here though. I mean we can just hang out in the weeds the whole time. All right. I wanna ask you a question that I asked Drew when we were in Detroit just because I think for some folks and especially the audience, they may not have as distinctive a definition as y'all do. How do you define identity? >>Oh, that's a great question. So identity as a term was, it was always used for security purposes. But most people probably use identity in the context of single signon sso. Meaning that if your company uses identity for access, which instead of having each application have an account for you, like a data entry with your first name, last name emails and your role. Yeah. You instead have a central database, let's say Okta or something like that. Yep. And then you, you use that to access everything that's kind of identity based access because there is a single source of identity. What we say is that we, that needs to be extended because it it no longer enough because that identity can be stolen. So if someone gets access to your Okta account using your credentials, then they can become you. So in order for identity to be attached to you and become your true identity, you have to rely on physical world objects. That's biometrics your facial fingerprint, like your facial print, your fingerprints as well as biometric of your machine. Like your laptops have PPM modules on it. They're absolutely unique. They cannot be cloned stolen. So that is your identity as well. So if you combine whatever is in Octa with the biker chip in this laptop and with your finger that collectively is your true identity, which cannot be stolen. So it's can't be hacked. >>And someone can take my finger like they did in the movies. >>So they would have to do that. And they would also have to They'd >>Steal your match. Exactly, exactly. Yeah. And they'd have to have your eyes >>And they have to, and you have >>Whatever the figure that far, they meant what >>They want. So that is what Drew identity is from telecom and >>Biometric. I mean it's, we're so there right now it's, it's really not an issue. It's only getting faster and better to >>Market. There is one important thing I said earlier that I want to go back to that I said that teleport is not just for engineers, it's also for machines. Cuz machines they also need the identity. So when we talk about access silos and that there are many different doors into your apartment, there are many different ways to access your data. So on the infrastructure side, machines are doing more and more. So we are offloading more and more tasks to them. That's a really good, what do machines use to access each other? Biome? They use API keys, they use private keys, they use basically passwords. Yeah. Like they're secrets and we already know that that's bad, right? Yeah. So how do you extend biometrics to machines? So this is why AWS offers cloud HSM service. HSM is secure hardware security module. That's a unique private key for the machine that is not accessible by anyone. And Teleport uses that to give identities to machines. Does do >>Customers have to enable that themselves or they have that part of a Amazon, the that >>Special. So it's available on aws. It's available actually in good old, like old bare metal machines that have HSMs on them on the motherboard. And it's optional by the way Teleport can work even if you don't have that capability. But the point is that we tried, you >>Have a biometric equivalent for the machines with >>Take advantage of it. Yeah. It's a hardware thing that you have to have and we all have it. Amazon sells it. AWS sells it to us. Yeah. And Teleport allows you to leverage that to enhance security of the infrastructure. >>So that classic hardware software play on that we're always talking about here on the cube. It's all, it's all important. I think this is really fascinating though. So I had an on the way to the show, I just enrolled in Clear and I had used a different email. I enrolled for the second time and my eyes wouldn't let me have two accounts. And this was the first time I had tried to sort of hack my own digital identity. And the girl, I think she was humoring me that was, was kindly helping me, the clear employee. But I think she could tell I was trying to mess with it and I wanted to see what would happen. I wanted to see if I could have two different accounts linked to my biometric data and I couldn't it, it picked it up right away. >>That's your true >>Identity. Yeah, my true identity. So, and forgive me cuz this is kind of just a personal question. It might be a little bit finger finger to the wind, but how, just how much more secure if you could, if you could give us a, a rating or a percentage or a a number. How much more secure is leveraging biometric data for identity than the secrets we've been using historically? >>Look, I could, I played this game with you and I can answer like infinitely more secure, right? Like but you know how security works that it all depends on implementation. So let's say you, you can deploy teleport, you can put us on your infrastructure, but if you're running, let's say like a compromised old copy of WordPress that has vulnerability, you're gonna get a hack through that angle. But >>Happens happens to my personal website all the time. You just touched Yeah, >>But the fact is that we, I I don't see how your credentials will be stolen in this system simply because your TPM on your laptop and your fingerprint, they cannot be downloaded. They like a lot of people actually ask us a slightly different question. It's almost the opposite of it. Like how can I trust you with my biometrics? When I use my fingerprint? That's my information. I don't want the company I work at to get my fingerprint people. I think it's a legit question to ask. >>Yeah. And it's >>What you, the answer to that question is your fingerprint doesn't really leave your laptop teleport doesn't see your fingerprint. What happens is when your fingerprint gets validated, it's it's your laptop is matching what's on the tpm. Basically Apple does it and then Apple simply tells teleport, yep that's F or whoever. And that's what we are really using. So when you are using this form authentication, you're not sharing your biometric with the company you work at. >>It's a machine to human confirmation first and >>Then it's it. It's basically you and the laptop agreeing that my fingerprint matches your TPM and if your laptop agrees, it's basically hardware does validation. So, and teleport simply gets that signal. >>So Ed, my final question for you is here at the show coupon, great conversations there for your company. What's your conversations here like at reinvent? Are you meeting with Amazon people, customers? What are some of the conversations? Because this is a much broader, I mean it's still technical. Yep. But you know, a lot of business kind of discussions, architectural refactoring of organizations. What are some of the things that you're talking about here with Telepo? What are, >>So I will mention maybe two trends I observed. The first one is not even security related. It's basically how like as a cloud becomes more mature, people now actually at different organizations develop their own internal ways of doing cloud properly. And they're not the same. Because when cloud was earlier, like there were this like best practices that everyone was trying to follow and there was like, there was just a maybe lack of expertise in the world and and now finding that different organizations just do things completely different. Like one, like for example, yeah, like some companies love having handful, ideally just one enormous Kubernetes cluster with a bunch of applications on it. And the other companies, they create Kubernetes clusters for different workloads and it's just like all over the map and both of them are believed that they're doing it properly. >>Great example of bringing in, that's Kubernetes with the complexity. And >>That's kind of one trend I'm noticing. And the second one is security related. Is that everyone is struggling with the access silos is that ideally every organization is dreaming about a day, but they have like one place which is which with great user experience that simply spells out this is what policy is to access this particular data. And it gets a automatically enforced by every single cloud provider, but every single application, but every single protocol, but every single resource. But we don't have that unfortunately Teleport is slowly becoming that, of course. Excuse me for plugging >>TelePro. No, no worries. >>But it is this ongoing theme that everyone is can't wait to have that single source of truth for accessing their data. >>The second person to say single source of truth on this stage in the last 24 >>Hours or nerds will love that. I >>Know I feel well, but it's all, it all comes back to that. I keep using this tab analogy, but we all want everything in one place. We don't wanna, we don't wanna have to be going all over the place and to look for >>Both. Because if it's and everything else places, it means that different teams are responsible for it. Yeah. So it becomes this kind of internal information silo as well. So you not even, >>And the risks and liabilities there, depending on who's overseeing everything. That's awesome. Right? So we have a new challenge on the cube specific to this show thing of this as your 30 minute or 30 minute that would be bold. 32nd sizzle reel, Instagram highlight. What is your hot take? Most important thing, biggest theme of the show this year. >>This year. Okay, so here's my thing. Like I want cloud to become something I want it to be. And every time I come here and I'm like, are we closer? Are we closer? So here's what I want. I want all cloud providers collectively to kind of merge. So then when we use them, it feels like we are programming one giant machine. Kind of like in the matrix, right? The movie. So like I want cloud to feel like a computer, like to have this almost intimate experience you have with your laptop. Like you can like, like do this and the laptop like performs the instructions. So, and it feels to me that we are getting closer. So like walking around here and seeing how everything works now, like on the single signon on from a security perspective, there is so that consolidation is finally happening. So it's >>The software mainframe we used to call it back in 2010. >>Yeah, yeah. Just kind of planetary scale thing. Yes. It's not the Zuckerberg that who's building metaverse, it's people here at reinvent. >>Unlimited resource for developers. Just call in. Yeah, yeah. Give me some resource, spin me up some, some compute. >>I would like alter that slightly. I would just basically go and do this and you shouldn't even worry about how it gets done. Just put instructions into this planetary mainframe and mainframe will go and figure this out. Okay. >>We gotta take blue or blue or red pill. I >>Know. I was just gonna say y'all, we are this, this, this, this segment is lit. >>We got made tricks. We got brilliant. We didn't get super cloud in here but we, we can weave that in. We got >>List. We just said it. So >>We got lisp. Oh great con, great conversation. Cloud native. >>Outstanding conversation. And thank you so much for being here. We love having teleport on the show. Obviously we hope to see you back again soon and and Drew as well. And thank all of you for tuning in this afternoon. Live from Las Vegas, Nevada, where we are hanging out at AWS Reinvent with John Furrier. I'm Savannah Peterson. This is the Cube. We are the source for high tech coverage.

Published Date : Nov 30 2022

SUMMARY :

John, how you feeling Lot of security conversation, data, stuff we love Cloud Native, I mean, who would've thought Amazon have a security data lake? Inside outside the containers. the CEO and founder F Welcome to the show. Thank you for having me today. We'll talk about some of your hobbies a little bit later, but just in case someone's tuning in, unfamiliar with Teleport, So notice that I So the probability of you getting hacked over time is high. So that's the second thing. So I'm, I'm a hacker. I can go to one place and hack that. So the answer is, oh, you probably need to have into the posture because you know, How do you fit into the new perimeters So the, the way it works that if you are, if you are using Teleport to access your infrastructure, But How is it possible That's exactly the kind of technology that Teleports I'm glad you clarified. So we built Teleport started to work on it in like 2015. Because people start to feel the pain. When you do something like that, Cause I, I like this at co con, you mentioned it at the opening of this segment that you That's right. This is super important. So essentially if you want Security is coding. I wanna, I wanna, When did you, when did you coin that? I love that. You Didn't hear it this morning. We could debate nerd lexicon all day on the cube. First of all, the fact that Lisp came up on the cube is actually a milestone because Lisp is a Yeah, well done. I wanna ask you a question I wanna ask you a question that I asked Drew when we were in Detroit just because I think for some So in order for identity to be attached to you and become your true identity, you have to rely So they would have to do that. And they'd have to have your eyes So that is what Drew identity is from telecom and I mean it's, we're so there right now it's, it's really not an issue. So how do you extend biometrics to machines? And it's optional by the way Teleport can work even if you don't have that capability. And Teleport allows you to leverage that So I had an on the way to the show, I just enrolled It might be a little bit finger finger to the wind, but how, just how much more secure if you could, So let's say you, you can deploy teleport, you can put us on your infrastructure, Happens happens to my personal website all the time. But the fact is that we, I I don't see how your credentials So when you are using this form authentication, you're not sharing your biometric with the company you It's basically you and the laptop agreeing that my fingerprint matches your TPM and So Ed, my final question for you is here at the show coupon, great conversations there for And the other companies, Great example of bringing in, that's Kubernetes with the complexity. And the second one is security related. No, no worries. But it is this ongoing theme that everyone is can't wait to have that single I We don't wanna, we don't wanna have to be going all over the place and to look for So you not even, So we have a new challenge on the cube specific to this show thing of this as your 30 minute or 30 you have with your laptop. It's not the Zuckerberg that who's building metaverse, Give me some resource, spin me up some, some compute. I would just basically go and do this and you shouldn't even I We got made tricks. So We got lisp. And thank all of you for tuning in this afternoon.

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Adrian Kunzle, OwnBackup | AWS re:Invent 2022


 

>>Hey everyone. Welcome back to the Cube's live coverage of AWS Reinvent 2022. This is day one, I should say evening one of three and a half days of wall to wall coverage on the cube. Lisa Martin here with Dave Ante. Dave, we love talking about data, but the most important thing about data is if there's a breach, which are happening more and more frequently, that you can get it back. So data backup, data protection, data resiliency, hugely >>Important. Well, it used to be you got snake bit and then you closed the barn door after the horse ran away. Now I think people are a lot more aware that they gotta protect their data and be proactive about it. It can't just be an afterthought. >>It can't be an afterthought. We've got the CTO of own backup here. We're gonna be talking about that Adrian Consul. Adrian, welcome to the Cube. >>Thanks for having me. >>Talk a little bit about own backup. The what is unique about it? >>So we are the leading SaaS data protection vendor. We've built a business based on the fact that SAS has become a center of gravity for a lot of companies. Now, a lot of people have moved with digital transformation and more recently with the covid effects to digitize their business. Our platform is powered by aws. We've got 5,000 plus customers that trust what we do and to look after their data. We help them with resiliency, compliance, security, and we do it for people who are using Salesforce, ServiceNow, and Microsoft Dynamics 365 people >>Are gonna say, wait a minute, my data in the cloud isn't already backed up. Why do I Right. That's what they're gonna say. So how do you >>Respond? Yes. Lots of people say that. That is exactly right. So what people are beginning to realize much more is that there's actually a shared responsibility model between your SaaS provider and yourselves. And you know, the SaaS providers do a phenomenal job of giving you disaster recovery, a database copy, networking infrastructure, a bunch of security controls at that level. But they're pretty frank about the data you put in there is your data, right? And just that it's up to you to put the data in there. It's also up to you to keep it in there. And that's not so easy when you've got lots of integrations. You've got users running around in the applications, et cetera. So yeah, the heart of it is, it's your data, you put it in there, you better be looking after it too. >>That's so important for customers to understand what is Salesforce's responsibility? What's my responsibility to the really nail that? What are some of the main challenges as we see the cybersecurity landscape has changed so much in the last couple of years? Ransomware is now a, when it's gonna happen to us. How often, what's gonna be the significance? What are some of the main challenges that you're talking with customers about these days? >>So really on the data side, it definitely hinges around ransomware. But I would also say when you think about what digital transformation has done for customers, moved you to a world where you've gotta be on 24 7, right? You can't afford to have systems down, whether that's your public website or even things your salespeople are using. And so on the, on the data side, we talk a lot with our customers about really recovery. Not so much about backup. Backup is in our name, but our product is called Recover. And there's a reason for that. We're trying to focus on how can we help customers quickly get back to a good state when they've had an incident. So that's kind of the data side of it. On the security side of it, it's really about how do they manage all the controls that SaaS providers now give them. >>Make sure the right people in their organization can see the right data and the data. They should not be able to see the data they shouldn't be able to see. And that's just getting increasingly complex, really anchored around the fact that the volume of the data is growing, the complexity of that data is growing and really the sensitivity of that data is growing, right? When you think about all the data privacy rules, 10 years ago we didn't care about keeping a whole bunch of data around. Now you've kind of gotta get rid of it. So you've actually gotta manage it through its lifecycle. >>So the shared responsibility model has applied to data protection is, is kind of an interesting topic cuz you always think about it for security and I know security and data protection are these adjacencies, but it's a complicated situation cuz you've got shared responsibility models now across multiple clouds. It's gotta be way more complicated across SaaS because you've got different policies, you've got a lot more SaaS than you have. There's three clouds, four, if you put in Alibaba, you know, and yeah, I know this hosting and Oracle and IBM, et cetera, but hyperscalers and so, but there's dozens if not hundreds of SaaS products at a company. So are you able to create a consistent experience and, and for your customers across all those, now of course, I know you're not doing hundreds and thousands of SaaS products, but you got, you know, pretty big ones here. ServiceNow, Salesforce, right? 365. Let's start >>There. So, so consistency we are hoping will come honestly where the industry is right now. It's getting, getting each one in a state where you are comfortable with it, >>Right? Get it protected. >>Yeah. Take a sales force. A typical sales force environment right now has a survey we did recently, about 2000 fields that have sensitive data in it in some way, shape or form. You've couple that with about 80, 85% of the users can see some fields that are sensitive. How you manage that matrix is, is just really hard. And that's part of what our secure product brings to the table, helps you understand who can see what and why they can see it. >>So where are your customer conversations these days? Are you talking to CIOs and CISOs? Is this, is this at that level >>It for some of our customers? Yes, it absolutely gets there. The, the real core of our discussion is the guy who owns and runs the sales technology, for example, right? Or the ServiceNow technology or typically a center of excellence. Those have been, those have been a key way for us to help an organization understand what the risks are, what's necessary, what they're having to do given that they don't have a backup now and have those, those shared responsibility model conversations. That's kind of where >>It starts. Are you finding that most customers are not backing up Salesforce, for example, or ServiceNow? Or are they switching from a competitor over to own back? >>Sad to say that it's mostly not. Yeah, it's, it's predominantly, I thought my cloud provider had me covered for that. >>So the market is huge. Yes. Massive opportunity. Yeah. >>Yeah. If you think of the number of Salesforce instances, not ignoring ServiceNow and Dynamics for a moment, Salesforce talks about, I don't know, 150,000 customers somewhere in that mark and we have 500 of them. >>So how do you get the first penguin off the iceberg? What's the sort of customer conversation like just in terms of, you know, educating them and sending them and, and kind of pushing 'em over the edge so that they actually do start protecting their data? >>Yeah, so, so sadly it sometimes starts with, I had a data loss, I spent weeks working at it, I got 75% of my data back, but not all of it. And that's a real customer quote. And in other cases it's, sorry. In other cases it's how do we, you know, how are you thinking about your sales source environment, particularly customers that have a lot of them, how sensitive is the data? How critical is the data in there? What are you doing to protect it? Today we have some people doing, doing weekly exports, which Salesforce provides. It's a manual step. The first penguin off the iceberg, as you say, it's kind of to say, Hey, well why didn't you automate that? Right? Don't have to rely on somebody on a Tuesday pulling the data down. So that's, those are places where it starts. >>Yeah. So, you know, Lisa, I was saying earlier that, you know, it closed the barn door, right? And that's, that's essentially what Adrian's saying is you've, you've got, you basically gotta look for that customer that's been snake bitten. Yeah. But generally speaking, I feel like there's more awareness. I was gonna ask you, you know, in this economic climate is, is data protection recession proof? And I think it's, it's not right. People sort of, but at the same time, if you're not proactive about it, you really could hurt your business. Absolutely. So what, what are your thoughts on customers getting more efficient with regard to their, their data estate, their data protection? Can you turn it into a positive? >>I think, I think it absolutely is a positive. Obviously we're in an environment where CIOs are having to look at every penny they're spending. But if you think about what you're using the data for, you're making business decisions based on this data every day. Your, your entire organization is making business decisions. So if you've got missing data or inaccurate data, you're making suboptimal decisions, right? So that comes back to data protection, comes back to brand reputation. Yes. And it comes back to how quickly can you get the data back into the shape you need it to be. And that again, is why we focus on the recovery side of the equation, not just the backup side. Right. Sorry. I would also say that in these recession bit times you've got fewer people doing as much work as you had before that raises the chance of errors. And we see across our customer base 50% of the data corruption or or data loss occurrences happen cause a human did something by mistake. Yeah, sure. And if you up the, the stress of those humans, you're gonna get more errors. >>Should you, when you're talking with IT professionals or maybe sales leaders, should it be thinking differently about spend for data protection versus general spend? Given that the whole point is to be able to recover data when something happens? >>I think you have to think about it from a kind of a risk and a business continuity perspective, right? Data protection tangibly reduces your business risk, right? It gets you back up faster. It, it helps you stay running. It helps ensure that the right people have access to the right data and from a secure standpoint and, and all of those just lower your risk. And if you're having discussions as CIOs should be with their business counterparts around business continuity, with the criticality of the data that's in Salesforce and these other SaaS applications today, I think it's pretty obvious that, that you should have a strong data protection strategy around >>It. Absolutely. >>Your business is at >>Risk, right? And nobody wants to be the next headline. No. My last question for you, Adrian, is if there was a billboard near your headquarters, what's that? What would it say? What's that tagline about own backup that really nails it home? >>I think it's, nobody operating in the cloud should ever lose data and that's what we're here to do. >>Excellent. Adrian, it's been a pleasure having you on the program. Thank you for talking with David, me, great talking to you about and back up what you guys are doing and really how organizations need to be very aware of that shared responsibility model. It sounds like you guys are well on your way to helping them understand that. We appreciate your time. >>Thank you both. Thank you. Best of luck. >>Appreciate it. Thank our pleasure. For our guest and Dave Ante, I'm Lisa Martin. You're watching The Cube, the leader in emerging and enterprise tech coverage.

Published Date : Nov 29 2022

SUMMARY :

that you can get it back. Well, it used to be you got snake bit and then you closed the barn door after the horse ran away. We've got the CTO of own backup here. The what is unique about it? a business based on the fact that SAS has become a center of gravity for So how do you And just that it's up to you to put the data in there. What are some of the main challenges as we see the But I would also say when you think about what When you think about all the data privacy rules, 10 years ago we didn't care about keeping a whole bunch of data around. So are you able to create a consistent experience one in a state where you are comfortable with it, Get it protected. How you manage that matrix is, the real core of our discussion is the guy who owns and runs the Are you finding that most customers are not backing up Salesforce, Sad to say that it's mostly not. So the market is huge. moment, Salesforce talks about, I don't know, 150,000 customers somewhere in that how do we, you know, how are you thinking about your sales source environment, you know, it closed the barn door, right? And it comes back to how quickly can you get the data back into the shape you need it to be. I think you have to think about it from a kind of a risk and a business continuity perspective, right? And nobody wants to be the next headline. that's what we're here to do. It sounds like you guys are well on your way to helping them understand that. Thank you both. the leader in emerging and enterprise tech coverage.

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Ajay Patel, VMware | AWS re:Invent 2022


 

>>Hello everyone. Welcome back to the Cube Live, AWS Reinvent 2022. This is our first day of three and a half days of wall to wall coverage on the cube. Lisa Martin here with Dave Valante. Dave, it's getting louder and louder behind us. People are back. They're excited. >>You know what somebody told me today? Hm? They said that less than 15% of the audience is developers. I'm like, no way. I don't believe it. But now maybe there's a redefinition of developers because it's all about the data and it's all about the developers in my mind. And that'll never change. >>It is. And one of the things we're gonna be talking about is app modernization. As customers really navigate the journey to do that so that they can be competitive and, and meet the demands of customers. We've got an alumni back with us to talk about that. AJ Patel joins us, the SVP and GM Modern Apps and Management business group at VMware. Aj, welcome back. Thank >>You. It's always great to be here, so thank you David. Good to see >>You. Isn't great. It's great to be back in person. So the VMware Tansu team here back at Reinvent on the Flow Shore Flow show floor. There we go. Talk about some of the things that you guys are doing together, innovating with aws. >>Yeah, so it's, it's great to be back after in person after multiple years and the energy level continues to amaze me. The partnership with AWS started on the infrastructure side with VMware cloud on aws. And when with tanza, we're extending it to the application space. And the work here is really about how do you make developers productive To your earlier point, it's all about developers. It's all about getting applications in production securely, safely, continuously. And tanza is all about making that bridge between great applications being built, getting them deployed and running, running and operating at scale. And EKS is a dominant Kubernetes platform. And so the better together story of tanu and EKS is a great one for us, and we're excited to announce some sort of innovations in that area. >>Well, Tanu was so front and center at VMware Explorer. I wasn't at in, in VMware Explorer, Europe. Right. But I'm sure it was a similar kind of focus. When are customers choosing Tanu? Why are they choosing Tanu? What's, what's, what's the update since last August when >>We, you know, the market settled into three main use cases. One is all about developer productivity. You know, consistently we're all dealing with skill set gap issues. How do we make every developer productive, modern developer? And so 10 is all about enabling that develop productivity. And we can talk quite a bit about it. Second one is security's front and center and security's being shifted left right into how you build great software. How do you secure that through the entire supply chain process? And how do you run and operationalize secure at runtime? So we're hearing consistently about making secure software supply chain heart of what our solution is. And third one is, how do I run and operate the modern application at scale across any Kubernetes, across any cloud? These are the three teams that are continuing to get resonance and empowering. All of this is exciting. David is this formation of platform teams. I just finished a study with Bain Consulting doing some research for me. 40% of our organization now have some form of a central team that's responsive for, for we call platform engineering and building platforms to make developers productive. That is a big change since about two years ago even. So this is becoming mainstream and customers are really focusing on delivering in value to making developers productive. >>Now. And, and, and the other nuance that I see, and you kinda see it here in the ecosystem, but when you talk about your customers with platform engineering, they're actually building their, they're pointing their business. They gonna page outta aws, pointing their businesses to their customers, right? Becoming software companies, becoming cloud companies and really generating new forms of revenue. >>You know, the interesting thing is, some of my customers I would never have thought as leading edge are retailers. Yeah. And not your typical Starbucks that you get a great example. I have an auto parts company that's completely modernizing how they deliver point of sale all the way to the supply chain. All built on ES at scale. You're typically think of that a financial services or a telco leading the pack. But I'm seeing innovation in India. I'm seeing the innovation in AMEA coming out of there, across the board. Every industry is becoming a product company. A digital twin as we would call it. Yeah. And means they become software houses. Yeah. They behave more like you and I in this event versus a, a traditional enterprise. >>And they're building their own ecosystems and that ecosystem's generating data that's generating more value. And it's just this cycle. It's, >>It's a amazing, it's a flywheel. So innovation continues to grow. Talk about really unlocking the developer experience and delivering to them what they need to modernize apps to move as fast and quickly as they want to. >>So, you know, I think AWS coin this word undifferentiated heavy lifting. If you think of a typical developer today, how much effort does he have to put in before he can get a single line of code out in production? If you can take away all the complexity, typically security compliance is a big headache for them, right? Developer doesn't wanna worry about that. Infrastructure provisioning, getting all the configurations right, is a headache for them. Being able to understand what size of infrastructure or resource to use cost effectively. How do you run it operationally? Cuz the application team is responsible for the operational cost of the product or service. So these are the un you know, heavy lifting that developers want to get away from. So they wanna write great code, build great experiences. And we've always talked about frameworks a way to abstract with the complexity. And so for us, there's a massive opportunity to say, how do I simplify and take away all the heavy lifting to get an idea into production seamlessly, continuously, securely. >>Is that part of your partnership? Because you think about a aws, they're really not about frameworks, they're about primitives. I mean, Warner Vos even talks about that in his, in his speech, you know, but, but that makes it more challenging for developers. >>No, actually, if you look at some of their initial investments around proton and et cetera work, they're starting to do, they're recognized, you know, PS is a bad, bad word, but the outcomes a platform as a service offers is what everybody wants. Just talking to the AWS leaders, responsible area, he actually has a separate build team. He didn't know what to call the third team. He has a Kubernetes team, he has a serverless team and has a build team. And that build team is everything above Kubernetes to make the developer productive. Right. And the ecosystem to bring together to make that happen. So I think AWS is recognizing that primitives are great for the elite developers, but if they want to get the mass scale and adoption in the business, it, if you will, they're gonna have to provide richer set of building blocks and reduce the complex and partnership like ours. Make that a reality. And what I'm excited about is there's a clear gap here, and t's the best platform to kind of fill that gap. Well, >>And I, I think that, you know, they're gonna double down triple, I just wrote about this double down, triple down on the primitives. Yes. They have to have the best, you know, servers and storage and database. And I think the way they, they, I call it taping the seams is with the ecosystem. Correct. You know, and they, nobody has a, a better ecosystem. I mean, you guys are, you know, the, the postage child for the ecosystem and now this even exceeds that. But partnering up, that's how they >>Continue to, and they're looking for someone who's open, right? Yeah. Yeah. And so one of the first question is, you know, are you proprie or open? Because one of the things they're fighting against is the lock in. So they can find a friendly partner who is open source, led, you know, upstream committing to the code, delivering that innovation, and bring the ecosystem into orchestrated choreography. It's like singing a music, right? They're running a, running an application delivery team is like running a, a musical orchestra. There's so many moving parts here, right? How do you make them sing together? And so if Tan Zoo and our platform can help them sing and drive more of their services, it's only more valuable for them. And >>I think the partners would generally say, you know, AWS always talking about customer obsession. It's like becomes this bromine, you go, yeah, yeah. But I actually think in the field, the the sellers would say, yeah, we're gonna do what the customer, if that means we're gonna partner up. Yeah. And I think AWS's comp structure makes it sort >>Of, I learned today how, how incentives with marketplaces work. Yeah. And it is powerful. It's very powerful. Yeah. Right. So you line up the sales incentive, you line up the customer and the benefits, you line up bringing the ecosystem to drive business results and everybody, and so everybody wins. And which is what you're seeing here, the excitement and the crowd is really the whole, all boats are rising. Yeah. Yeah. Right, right. And it's driven by the fact that customers are getting true value out of it. >>Oh, absolutely. Tremendous value. Speaking of customers, give us an example of a customer story that you think really articulates the value of what Tanzi was delivering, especially making that developer experience far simpler. What are some of those big business outcomes that that delivers? >>You know, at Explorer we had the CIO of cvs and with their acquisition of Aetna and CVS Health, they're transforming the, the health industry. And they talked about the whole covid and then how they had to deliver the number of, you know, vaccines to u i and how quickly they had to deliver on that. It talked about Tanu and how they leverage, leverage a Tanza platform to get those new applications out and start to build that. And Ro was basically talking about his number one prior is how does he get his developers more productive? Number to priority? How does he make sure the apps are secure? Number three, priority, how does he do it cost effectively in the world? Particularly where we're heading towards where, you know, the budgets are gonna get tighter. So how do I move more dollars to innovation while I continue to drive more efficiency in my platform? And so cloud is the future. How does he make the best use of the cloud both for his developers and his operations team? Right? >>What's happening in serverless, I, in 2017, Andy Chassy was in the cube. He said if AWS or if Amazon had to build all over again, they would build in, in was using serverless. And that was a big quote. We've mined that for years. And as you were talking about developer productivity, I started writing down all the things developers have to do. Yep. With it, they gotta, they gotta build a container image. They said they gotta deploy an EC two instance. They gotta allocate memory, they gotta fence off the apps in a virtual machine. They gotta run the, you know, compute against the app goes, they gotta pay for all that. So, okay, what's your story on, what's the market asking for in terms of serverless? Because there's still some people who want control over the run time. Help us sift through that. >>And it really comes back to the application pattern or the type you're running. If it's a stateless application that you need to spin up and spin down. Serverless is awesome. Why would I wanna worry about scaling it up in, I wanna set up some SLAs, SLIs service level objectives or, or, or indicators and then let the systems bring the resources I need as I need them. That's a perfect example for serverless, right? On the other hand, if you have a, a more of a workflow type application, there's a sequence, there's state, try building an application using serverless where you had to maintain state between two, two steps in the process. Not so much fun, right? So I don't think serverless is the answer for everything, but many use cases, the scale to zero is a tremendous benefit. Events happen. You wanna process something, work is done, you quietly go away. I don't wanna shut down the server started up, I want that to happen magically. So I think there's a role of serverless. So I believe Kubernetes and servers are the new runtime platform. It's not one or the other. It's about marrying that around the application patterns. I DevOps shouldn't care about it. That's an infrastructure concern. Let me just run application, let the infrastructure manage the operations of it, whether it's serverless, whether it's Kubernetes clusters, whether it's orchestration, that's details right. I I I shouldn't worry about it. Right. >>So we shouldn't think of those as separate architectures. We should think of it as an architecture, >>The continuum in some ways Yeah. Of different application workload types. And, and that's a toolkit that the operator has at his disposal to configure and saying, where does, should that application run? Should I want control? You can run it on a, a conveyance cluster. Can I just run it on a serverless infrastructure and and leave it to the cloud provider? Do it all for me. Sure. What, what was PAs? PAs was exactly that. Yeah. Yeah. Write the code once you do the rest. Yeah. Okay. Those are just elements of that. >>And then K native is kinda in the middle, >>Right? K native is just a technology that's starting to build that capability out in a standards way to make serverless available consistently across all clouds. So I'm not building to a, a lambda or a particular, you know, technology type. I'm building it in a standard way, in a standard programming model. And infrastructure just >>Works for me on any cloud. >>The whole idea portability. Consistency. >>Right. Powerful. Yep. >>What are some of the things that, that folks can expect to learn from VMware Tan to AWS this week at the >>Show? Yeah, so there's some really great announcements. First of all, we're excited to extend our, our partnership with AWS in the area of eks. What I mean by that is we traditionally, we would manage an EKS cluster, you visibility of what's running in there, but we weren't able to manage the lifecycle With this announcement. We can give you a full management of lifecycle of S workloads. Our customers have 400 plus EKS clusters, multiple teams sharing those in a multi-tenanted way with common policy. And they wanna manage a full life cycle, including all the upstream open source component that make up Kubernetes people. That ES is the one thing, it's a collection of a lot of open, open source packages. We're making it simple to manage it consistently from a single place on the security front. We're now making tons of service mesh available in the marketplace. >>And if you look at what service MeSHs, it's an overlay. It's an abstraction. I can create an idea of a global name space that cuts across multiple VPCs. I'm, I'm hearing at Amazon's gonna make some announcements around VPC and how they stitch VPCs together. It's all moving towards this idea of abstractions. I can set policy at logical level. I don't have to worry about data security and the communication between services. These are the things we're now enabling, which are really an, and to make EKS even more productive, making enterprise grade enterprise ready. And so a lot of excitement from the EKS development teams as well to partner closely with us to make this an end to end solution for our >>Customers. Yeah. So I mean it's under chasy, it was really driving those primitives and helping developers under continuing that path, but also recognizing the need for solutions. And that's where the ecosystem comes in, >>Right? And the question is, what is that box? As you said last time, right? For the super cloud, there is a cloud infrastructure, which is becoming the new palette, but how do you make sense of the 300 plus primitives? How do you bring them together? What are the best practices, patterns? How do I manage that when something goes wrong? These are real problems that we're looking to solve. >>And if you're gonna have deeper business integration with the cloud and technology in general, you have to have that >>Abstraction. You know, one of the simple question I ask is, how do you know you're getting value from your cloud investment? That's a very hard question. What's your trade off between performance and cost? Do you know where your security, when a lock 4G happens, do you know all the open source packages you need to patch? These are very simple questions, but imagine today having to do that when everybody's doing in a bespoke manner using the set of primitives. You need a platform. The industry is shown at scale. You have to start standardizing and building a consistent way of delivering and abstracting stuff. And that's where the next stage of the cloud journey >>And, and with the economic environment, I think people are also saying, okay, how do we get more? Exactly. We're in the cloud now. How do we get more? How do we >>Value out of the cloud? >>Exactly. Totally. >>How do we transform the business? Last question, AJ for you, is, if you had a bumper sticker and you're gonna put it on your fancy car, what would it say about VMware tan zone aws? >>I would say tan accelerates apps. >>Love >>It. Thank you so much. >>Thank you. Thank you so much for joining us. >>Appreciate it. Always great to be here. >>Pleasure. Likewise. For our guest, I'm Dave Ante. I'm Lisa Martin. You're watching The Cube, the leader in emerging and enterprise tech coverage.

Published Date : Nov 29 2022

SUMMARY :

Welcome back to the Cube Live, AWS Reinvent 2022. They said that less than 15% of the audience is developers. And one of the things we're gonna be talking about is app modernization. Good to see Talk about some of the things that you guys are doing together, innovating with aws. And so the better together Why are they choosing Tanu? And how do you run and operationalize secure at runtime? but when you talk about your customers with platform engineering, they're actually building their, You know, the interesting thing is, some of my customers I would never have thought as leading edge are retailers. And it's just this cycle. So innovation continues to grow. how do I simplify and take away all the heavy lifting to get an idea into production in his speech, you know, but, but that makes it more challenging for developers. And the ecosystem to bring together to make that happen. And I, I think that, you know, they're gonna double down triple, I just wrote about this double down, triple down on the primitives. And so one of the first question is, I think the partners would generally say, you know, AWS always talking about customer And it's driven by the fact that customers are getting true value out of it. that you think really articulates the value of what Tanzi was delivering, especially making that developer experience far And so cloud is the future. And as you were talking about developer productivity, On the other hand, if you have a, So we shouldn't think of those as separate architectures. Write the code once you do the rest. you know, technology type. The whole idea portability. Yep. And they wanna manage a full life cycle, including all the upstream open source component that make up Kubernetes people. And if you look at what service MeSHs, it's an overlay. continuing that path, but also recognizing the need for solutions. And the question is, what is that box? You know, one of the simple question I ask is, how do you know you're getting value from your cloud investment? We're in the cloud now. Exactly. Thank you so much for joining us. Always great to be here. the leader in emerging and enterprise tech coverage.

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Evan Kaplan, InfluxData | AWS re:invent 2022


 

>>Hey everyone. Welcome to Las Vegas. The Cube is here, live at the Venetian Expo Center for AWS Reinvent 2022. Amazing attendance. This is day one of our coverage. Lisa Martin here with Day Ante. David is great to see so many people back. We're gonna be talk, we've been having great conversations already. We have a wall to wall coverage for the next three and a half days. When we talk to companies, customers, every company has to be a data company. And one of the things I think we learned in the pandemic is that access to real time data and real time analytics, no longer a nice to have that is a differentiator and a competitive all >>About data. I mean, you know, I love the topic and it's, it's got so many dimensions and such texture, can't get enough of data. >>I know we have a great guest joining us. One of our alumni is back, Evan Kaplan, the CEO of Influx Data. Evan, thank you so much for joining us. Welcome back to the Cube. >>Thanks for having me. It's great to be here. So here >>We are, day one. I was telling you before we went live, we're nice and fresh hosts. Talk to us about what's new at Influxed since the last time we saw you at Reinvent. >>That's great. So first of all, we should acknowledge what's going on here. This is pretty exciting. Yeah, that does really feel like, I know there was a show last year, but this feels like the first post Covid shows a lot of energy, a lot of attention despite a difficult economy. In terms of, you know, you guys were commenting in the lead into Big data. I think, you know, if we were to talk about Big Data five, six years ago, what would we be talking about? We'd been talking about Hadoop, we were talking about Cloudera, we were talking about Hortonworks, we were talking about Big Data Lakes, data stores. I think what's happened is, is this this interesting dynamic of, let's call it if you will, the, the secularization of data in which it breaks into different fields, different, almost a taxonomy. You've got this set of search data, you've got this observability data, you've got graph data, you've got document data and what you're seeing in the market and now you have time series data. >>And what you're seeing in the market is this incredible capability by developers as well and mostly open source dynamic driving this, this incredible capability of developers to assemble data platforms that aren't unicellular, that aren't just built on Hado or Oracle or Postgres or MySQL, but in fact represent different data types. So for us, what we care about his time series, we care about anything that happens in time, where time can be the primary measurement, which if you think about it, is a huge proportion of real data. Cuz when you think about what drives ai, you think about what happened, what happened, what happened, what happened, what's going to happen. That's the functional thing. But what happened is always defined by a period, a measurement, a time. And so what's new for us is we've developed this new open source engine called IOx. And so it's basically a refresh of the whole database, a kilo database that uses Apache Arrow, par K and data fusion and turns it into a super powerful real time analytics platform. It was already pretty real time before, but it's increasingly now and it adds SQL capability and infinite cardinality. And so it handles bigger data sets, but importantly, not just bigger but faster, faster data. So that's primarily what we're talking about to show. >>So how does that affect where you can play in the marketplace? Is it, I mean, how does it affect your total available market? Your great question. Your, your customer opportunities. >>I think it's, it's really an interesting market in that you've got all of these different approaches to database. Whether you take data warehouses from Snowflake or, or arguably data bricks also. And you take these individual database companies like Mongo Influx, Neo Forge, elastic, and people like that. I think the commonality you see across the volume is, is many of 'em, if not all of them, are based on some sort of open source dynamic. So I think that is an in an untractable trend that will continue for on. But in terms of the broader, the broader database market, our total expand, total available tam, lots of these things are coming together in interesting ways. And so the, the, the wave that will ride that we wanna ride, because it's all big data and it's all increasingly fast data and it's all machine learning and AI is really around that measurement issue. That instrumentation the idea that if you're gonna build any sophisticated system, it starts with instrumentation and the journey is defined by instrumentation. So we view ourselves as that instrumentation tooling for understanding complex systems. And how, >>I have to follow quick follow up. Why did you say arguably data bricks? I mean open source ethos? >>Well, I was saying arguably data bricks cuz Spark, I mean it's a great company and it's based on Spark, but there's quite a gap between Spark and what Data Bricks is today. And in some ways data bricks from the outside looking in looks a lot like Snowflake to me looks a lot like a really sophisticated data warehouse with a lot of post-processing capabilities >>And, and with an open source less >>Than a >>Core database. Yeah. Right, right, right. Yeah, I totally agree. Okay, thank you for that >>Part that that was not arguably like they're, they're not a good company or >>No, no. They got great momentum and I'm just curious. Absolutely. You know, so, >>So talk a little bit about IOx and, and what it is enabling you guys to achieve from a competitive advantage perspective. The key differentiators give us that scoop. >>So if you think about, so our old storage engine was called tsm, also open sourced, right? And IOx is open sourced and the old storage engine was really built around this time series measurements, particularly metrics, lots of metrics and handling those at scale and making it super easy for developers to use. But, but our old data engine only supported either a custom graphical UI that you'd build yourself on top of it or a dashboarding tool like Grafana or Chronograph or things like that. With IOCs. Two or three interventions were important. One is we now support, we'll support things like Tableau, Microsoft, bi, and so you're taking that same data that was available for instrumentation and now you're using it for business intelligence also. So that became super important and it kind of answers your question about the expanded market expands the market. The second thing is, when you're dealing with time series data, you're dealing with this concept of cardinality, which is, and I don't know if you're familiar with it, but the idea that that it's a multiplication of measurements in a table. And so the more measurements you want over the more series you have, you have this really expanding exponential set that can choke a database off. And the way we've designed IIS to handle what we call infinite cardinality, where you don't even have to think about that design point of view. And then lastly, it's just query performance is dramatically better. And so it's pretty exciting. >>So the unlimited cardinality, basically you could identify relationships between data and different databases. Is that right? Between >>The same database but different measurements, different tables, yeah. Yeah. Right. Yeah, yeah. So you can handle, so you could say, I wanna look at the way, the way the noise levels are performed in this room according to 400 different locations on 25 different days, over seven months of the year. And that each one is a measurement. Each one adds to cardinality. And you can say, I wanna search on Tuesdays in December, what the noise level is at 2:21 PM and you get a very quick response. That kind of instrumentation is critical to smarter systems. How are >>You able to process that data at at, in a performance level that doesn't bring the database to its knees? What's the secret sauce behind that? >>It's AUM database. It's built on Parque and Apache Arrow. But it's, but to say it's nice to say without a much longer conversation, it's an architecture that's really built for pulling that kind of data. If you know the data is time series and you're looking for a time measurement, you already have the ability to optimize pretty dramatically. >>So it's, it's that purpose built aspect of it. It's the >>Purpose built aspect. You couldn't take Postgres and do the same >>Thing. Right? Because a lot of vendors say, oh yeah, we have time series now. Yeah. Right. So yeah. Yeah. Right. >>And they >>Do. Yeah. But >>It's not, it's not, the founding of the company came because Paul Dicks was working on Wall Street building time series databases on H base, on MyQ, on other platforms and realize every time we do it, we have to rewrite the code. We build a bunch of application logic to handle all these. We're talking about, we have customers that are adding hundreds of millions to billions of points a second. So you're talking about an ingest level. You know, you think about all those data points, you're talking about ingest level that just doesn't, you know, it just databases aren't designed for that. Right? And so it's not just us, our competitors also build good time series databases. And so the category is really emergent. Yeah, >>Sure. Talk about a favorite customer story they think really articulates the value of what Influx is doing, especially with IOx. >>Yeah, sure. And I love this, I love this story because you know, Tesla may not be in favor because of the latest Elon Musker aids, but, but, but so we've had about a four year relationship with Tesla where they built their power wall technology around recording that, seeing your device, seeing the stuff, seeing the charging on your car. It's all captured in influx databases that are reporting from power walls and mega power packs all over the world. And they report to a central place at, at, at Tesla's headquarters and it reports out to your phone and so you can see it. And what's really cool about this to me is I've got two Tesla cars and I've got a Tesla solar roof tiles. So I watch this date all the time. So it's a great customer story. And actually if you go on our website, you can see I did an hour interview with the engineer that designed the system cuz the system is super impressive and I just think it's really cool. Plus it's, you know, it's all the good green stuff that we really appreciate supporting sustainability, right? Yeah. >>Right, right. Talk about from a, what's in it for me as a customer, what you guys have done, the change to IOCs, what, what are some of the key features of it and the key values in it for customers like Tesla, like other industry customers as well? >>Well, so it's relatively new. It just arrived in our cloud product. So Tesla's not using it today. We have a first set of customers starting to use it. We, the, it's in open source. So it's a very popular project in the open source world. But the key issues are, are really the stuff that we've kind of covered here, which is that a broad SQL environment. So accessing all those SQL developers, the same people who code against Snowflake's data warehouse or data bricks or Postgres, can now can code that data against influx, open up the BI market. It's the cardinality, it's the performance. It's really an architecture. It's the next gen. We've been doing this for six years, it's the next generation of everything. We've seen how you make time series be super performing. And that's only relevant because more and more things are becoming real time as we develop smarter and smarter systems. The journey is pretty clear. You instrument the system, you, you let it run, you watch for anomalies, you correct those anomalies, you re instrument the system. You do that 4 billion times, you have a self-driving car, you do that 55 times, you have a better podcast that is, that is handling its audio better, right? So everything is on that journey of getting smarter and smarter. So >>You guys, you guys the big committers to IOCs, right? Yes. And how, talk about how you support the, develop the surrounding developer community, how you get that flywheel effect going >>First. I mean it's actually actually a really kind of, let's call it, it's more art than science. Yeah. First of all, you you, you come up with an architecture that really resonates for developers. And Paul Ds our founder, really is a developer's developer. And so he started talking about this in the community about an architecture that uses Apache Arrow Parque, which is, you know, the standard now becoming for file formats that uses Apache Arrow for directing queries and things like that and uses data fusion and said what this thing needs is a Columbia database that sits behind all of this stuff and integrates it. And he started talking about it two years ago and then he started publishing in IOCs that commits in the, in GitHub commits. And slowly, but over time in Hacker News and other, and other people go, oh yeah, this is fundamentally right. >>It addresses the problems that people have with things like click cows or plain databases or Coast and they go, okay, this is the right architecture at the right time. Not different than original influx, not different than what Elastic hit on, not different than what Confluent with Kafka hit on and their time is you build an audience of people who are committed to understanding this kind of stuff and they become committers and they become the core. Yeah. And you build out from it. And so super. And so we chose to have an MIT open source license. Yeah. It's not some secondary license competitors can use it and, and competitors can use it against us. Yeah. >>One of the things I know that Influx data talks about is the time to awesome, which I love that, but what does that mean? What is the time to Awesome. Yeah. For developer, >>It comes from that original story where, where Paul would have to write six months of application logic and stuff to build a time series based applications. And so Paul's notion was, and this was based on the original Mongo, which was very successful because it was very easy to use relative to most databases. So Paul developed this commitment, this idea that I quickly joined on, which was, hey, it should be relatively quickly for a developer to build something of import to solve a problem, it should be able to happen very quickly. So it's got a schemaless background so you don't have to know the schema beforehand. It does some things that make it really easy to feel powerful as a developer quickly. And if you think about that journey, if you feel powerful with a tool quickly, then you'll go deeper and deeper and deeper and pretty soon you're taking that tool with you wherever you go, it becomes the tool of choice as you go to that next job or you go to that next application. And so that's a fundamental way we think about it. To be honest with you, we haven't always delivered perfectly on that. It's generally in our dna. So we do pretty well, but I always feel like we can do better. >>So if you were to put a bumper sticker on one of your Teslas about influx data, what would it >>Say? By the way, I'm not rich. It just happened to be that we have two Teslas and we have for a while, we just committed to that. The, the, so ask the question again. Sorry. >>Bumper sticker on influx data. What would it say? How, how would I >>Understand it be time to Awesome. It would be that that phrase his time to Awesome. Right. >>Love that. >>Yeah, I'd love it. >>Excellent time to. Awesome. Evan, thank you so much for joining David, the >>Program. It's really fun. Great thing >>On Evan. Great to, you're on. Haven't Well, great to have you back talking about what you guys are doing and helping organizations like Tesla and others really transform their businesses, which is all about business transformation these days. We appreciate your insights. >>That's great. Thank >>You for our guest and Dave Ante. I'm Lisa Martin, you're watching The Cube, the leader in emerging and enterprise tech coverage. We'll be right back with our next guest.

Published Date : Nov 29 2022

SUMMARY :

And one of the things I think we learned in the pandemic is that access to real time data and real time analytics, I mean, you know, I love the topic and it's, it's got so many dimensions and such Evan, thank you so much for joining us. It's great to be here. Influxed since the last time we saw you at Reinvent. terms of, you know, you guys were commenting in the lead into Big data. And so it's basically a refresh of the whole database, a kilo database that uses So how does that affect where you can play in the marketplace? And you take these individual database companies like Mongo Influx, Why did you say arguably data bricks? And in some ways data bricks from the outside looking in looks a lot like Snowflake to me looks a lot Okay, thank you for that You know, so, So talk a little bit about IOx and, and what it is enabling you guys to achieve from a And the way we've designed IIS to handle what we call infinite cardinality, where you don't even have to So the unlimited cardinality, basically you could identify relationships between data And you can say, time measurement, you already have the ability to optimize pretty dramatically. So it's, it's that purpose built aspect of it. You couldn't take Postgres and do the same So yeah. And so the category is really emergent. especially with IOx. And I love this, I love this story because you know, what you guys have done, the change to IOCs, what, what are some of the key features of it and the key values in it for customers you have a self-driving car, you do that 55 times, you have a better podcast that And how, talk about how you support architecture that uses Apache Arrow Parque, which is, you know, the standard now becoming for file And you build out from it. One of the things I know that Influx data talks about is the time to awesome, which I love that, So it's got a schemaless background so you don't have to know the schema beforehand. It just happened to be that we have two Teslas and we have for a while, What would it say? Understand it be time to Awesome. Evan, thank you so much for joining David, the Great thing Haven't Well, great to have you back talking about what you guys are doing and helping organizations like Tesla and others really That's great. You for our guest and Dave Ante.

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Stephen Manley, Druva & Jason Cradit, Summit Carbon Solutions | AWS re:Invent 2022


 

>>Hey everyone, and welcome back to Las Vegas. Viva Las Vegas, baby. This is the Cube live at AWS Reinvent 2022 with tens of thousands of people. Lisa Martin here with Dave Valante. Dave, we've had some great conversations. This is day one of four days of wall to wall coverage on the cube. We've been talking data. Every company is a data company. Data protection, data resiliency, absolutely table stakes for organizations to, >>And I think ecosystem is the other big theme. And that really came to life last year. You know, we came out of the pandemic and it was like, wow, we are entering a new era. People no longer was the ecosystem worried about it, AWS competing with them. They were more worried about innovating and building on top of AWS and building their own value. And that's really, I think, the theme of the 2020s within the ecosystem. >>And we're gonna be talking about building on top of aws. Two guests join us, two alumni join us. Stephen Manley is here, the CTO of Druva. Welcome back. Jason crat as well is here. CIO and CTO of Summit Carbon Solutions. Guys, great to have you back on the program. >>Thank you. >>Let's start with you giving the audience an understanding of the company. What do you guys do? What do you deliver value for customers? All that good >>Stuff. Yeah, no, for sure. So Summit Carbon is the world's largest carbon capture and sequestration company capturing close to 15 million tons of carbon every year. So it doesn't go into the atmosphere. >>Wow, fantastic. Steven, the, the risk landscape today is crazy, right? There's, there's been massive changes. We've talked about this many times. What are some of the things, you know, ransomware is a, is, I know as you say, this is a, it's not a, if it's gonna happen, it's when it's how frequent, it's what's gonna be the damage. What are some of the challenges and concerns that you're hearing from customers out there today? >>Yeah, you know, it really comes down to three things. And, and everybody is, is terrified of ransomware and justifiably so. So, so the first thing that comes up is, how do I keep up? Because I have so much data in so many places, and the threats are evolving so quickly. I don't have enough money, I don't have enough people, I don't have enough skilled resources to be able to keep up. The second thing, and this ties in with what Dave said, is, is ecosystem. You know, it used to be that your, your backup was siloed, right? They'd sit in the basement and, and you wouldn't see, see them. But now they're saying, I've gotta work with my security team. So rather than hoping the security team stays away from me, how do I integrate with them? How do I tie together? And then the third one, which is on everybody's mind, is when that attack happens, and like you said, it's win and, and the bell rings and they come to me and they say, all right, it's time for you to recover. It's time for, for all this investment we've put in. Am I gonna be ready? Am I going to be able to execute? Because a ransom or recovery is so different than any other recovery they've ever done. So it's those three things that really are top of mind for >>How, so what is the, what are the key differences, if you could summarize? I mean, I >>Know it's so, so the first one is you can't trust the environment you're restoring into. Even with a disaster, it would finish and you'd say, okay, I'm gonna get my data center set up again and I'm gonna get things working. You know, when I try to recover, I don't know if everything's clean yet. I'm trying to recover while I'm still going through incident response. So that's one big difference. A second big difference is I'm not sure if the thing I'm recovering is good, I've gotta scan it. I've gotta make sure what's inside it is, is, is alright. And then the third thing is what we're seeing is the targets are usually not necessarily the crown jewels because those tend to be more protected. And so they're running into this, I need to recover a massive amount of what we might call tier two, tier three apps that I wasn't ready for because I've always been prepared for that tier one disaster. And so, so those three things they go, it's stuff I'm not prepared or covering. It's a flow. I'm not used to having to check things and I'm not sure where I'm gonna recover too when the, when the time comes. >>Yeah, just go ahead. Yeah, that's right. I mean, I think for me, the biggest concern is the blind spots of where did I actually back it up or not. You know, what did I get it? Cuz you, we always protect our e r p, we always protect these sort of classes of tiers of systems, but then it's like, oh, that user's email box didn't get it. Oh, that, you know, that one drive didn't get it. You know, or, or, or whatever it is. You know, the infrastructure behind it all. I forgot to back that up. That to me the blind spots are the scariest part of a ransomware attack. >>And, and if you think about it, some of the most high profile attacks, you know, on the, on the colonial pipeline, they didn't go after the core assets. They went after billing. That's right. But billing brought everything down so they're smart enough to say, right, I'm not gonna take the, the castle head on. Is there is they're that. Exactly. >>And so how do you, I get, I mean you can air gap and do things like that in terms of protecting the, the, the data, the corrupt data. How do you protect the corrupt environment? Like that's, that's a really challenging issue. Is >>It? I don't know. I mean, I'll, I'll you can go second here. I think that what's interesting to me about is that's what cloud's for. You can build as many environments as you want. You only pay for what you use, right? And so you have an opportunity to just reconstruct it. That's why things, everything is code matters. That's why having a cloud partner like Druva matters. So you can just go restore wherever you need to in a totally clean environment. >>So the answer is you gotta do it in the cloud. Yeah. What if it's on prem? >>So if it's on prem, what we see people do is, and, and, and this is where testing and, and where cloud can still be an asset, is you can look and say a lot of those assets I'm running in the data center, I could still recover in the cloud. And so you can go through DR testing and you can start to define what's in your on-prem so that you could make it, you know, so you can make it cloud recoverable. Now, a lot of the people that do that then say, well actually why am I even running this on prem anymore in the first place? I should just move this to the cloud now. But, but, but there are people in that interim step. But, but, but it's really important because you, you're gonna need a clean environment to play in. And it's so hard to have a clean environment set up in a data center cuz it basically means I'm not touching this, I'm just paying for something to sit idle. Whereas cloud, I can spin that up, right? Get a, a cloud foundation suite and, and just again, infrastructures code, spin things up, test it, spin it down. It doesn't cost me money on a daily basis. >>Jason, talk a little bit about how you are using Druva. Why Druva and give us a kind of a landscape of your IT environment with Druva. >>Yeah. You know, so when we first started, you know, we did have a competitor solution and, and, and it was only backing up, you know, we were a startup. It was only backing up our email. And so as you pointed out, the ecosystem really matters because we grew out of email pretty quick as a startup. And we had to have real use cases to protect and the legacy product just wouldn't support us. And so our whole direction, or my direction to my team is back it up wherever it is, you know, go get it. And so we needed somebody in the field, literally in the middle of Nebraska or Iowa to have their laptop backed up. We needed our infrastructure, our data center backed up and we needed our, our SaaS solutions backed up. We needed it all. And so we needed a partner like Druva to help us go get it wherever it's at. >>Talk about the value in, with Druva being cloud native. >>Yeah. To us it's a big deal, right? There's all sorts of products you could go by to go just do endpoint laptop protection or just do SAS backups. For us, the value is in learning one tool and mastering it and then taking it to wherever the data is. To me, we see a lot of value for that because we can have one team focus on one product, get good at it, and drive the value. >>That consolidation theme is big right now, you know, the economic headwinds and so forth. What was the catalyst for you? Was it, is that something you started, you know, years ago? Just it's good practice to do that? What's, >>Well, no, I mean luckily I'm in a very good position as a startup to do define it, you know, but I've been in those legacy organizations where we've got a lot of tech debt and then how do you consolidate your portfolio so that you can gain more value, right? Cause you only get one budget a year, right? And so I'm lucky in, in the learnings I've had in other enterprises to deal with this head on right now as we grow, don't add tech debt, put it in right. Today. >>Talk to us a little bit about the SaaS applications that you're backing up. You know, we, we talk a lot with customers, the shared, the shared responsibility model that a lot of customers aren't aware of. Where are you using that competing solution to protect SaaS applications before driven and talk about Yeah. The, the value in that going, the data protection is our responsibility and not the SA vendor. >>No, absolutely. I mean, and it is funny to go to, you know, it's like Office 365 applications and go to our, our CFO and a leadership and be like, no, we really gotta back it up to a third party. And they're like, but why? >>It's >>In the cloud, right? And so there's a lot of instruction I have to provide to my peers and, and, and my users to help them understand why these things matter. And, and, and it works out really well because we can show value really quick when anything happens. And now we get, I mean, even in SharePoint, people will come to us to restore things when they're fully empowered to do it. But my team's faster. And so we can just get it done for them. And so it's an extra from me, it's an extra SLA or never service level I can provide to my internal customers that, that gives them more faith and trust in my organization. >>How, how are the SEC op teams and the data protection teams, the backup teams, how are they coming together? Is is, is data protection backup just morphing into security? Is it more of an adjacency? What's that dynamic like? >>So I'd say right now, and, and I'll be curious to hear Jason's organization, but certainly what we see broadly is, you know, the, the teams are starting to work together, but I wouldn't say they're merging, right? Because, you know, you think of it in a couple of ways. The first is you've got a production environment and that needs to be secured. And then you've got a protection environment. And that protection environment also has to be secured. So the first conversation for a lot of backup teams is, alright, I need to actually work with the security team to make sure that, that my, my my backup environment, it's air gapped, it's encrypted, it's secured. Then I think the, the then I think you start to see people come together, especially as they go through, say, tabletop exercises for ransomware recovery, where it's, alright, where, where can the backup team add value here? >>Because certainly recovery, that's the basics. But as there log information you can provide, are there detection pieces that you can offer? So, so I think, you know, you start to see a partnership, but, but the reality is, you know, the, the two are still separate, right? Because, you know, my job as a a protection resiliency company is I wanna make sure that when you need your data, it's gonna be there for you. And I certainly want to, to to follow best secure practices and I wanna offer value to the security team, but there's a whole lot of the security ecosystem that I want to plug into. I'm not trying to replace them again. I want to be part of that broader ecosystem. >>So how, how do you guys approach it? Yeah, >>That's interesting. Yeah. So in my organization, we, we are one team and, and not to be too cheesy or you know, whatever, but as Amazon would say, security is job one. And so we treat it as if this is it. And so we never push something into production until we are ready. And ready to us means it's got a security package on it, it's backed up, the users have tested it, we are ready to go. It's not that we're ready just be to provide the service or the thing. It's that we are actually ready to productionize this. And so it's ready for production data and that slows us down in some cases. But that's where DevOps and this idea of just merging everything together into a central, how do we get this done together, has worked out really well for us. So, >>So it's really the DevOps team's responsibility. It's not a separate data protection function. >>Nope. Nope. We have specialists of course, right? Yeah, yeah. Because you need the extra level, the CISSPs and those people Yeah, yeah. To really know what they're doing, but they're just part of the team. Yeah. >>Talk about some of the business outcomes that you're achieving with Druva so far. >>Yeah. The business outcomes for me are, you know, I meet my SLAs that's promising. I can communicate that I feel more secure in the cloud and, and all of my workloads because I can restore it. And, and that to me helps everybody in my organization sleep well, sleep better. We are, we transport a lot of the carbon in a pipeline like Colonial. And so to us, we are, we are potential victims of, of a pipe, a non pipeline group, right? Attacking us, but it's carbon, you know, we're trying to get it outta atmosphere. And so by protecting it, no matter where it is, as long as we've got internet access, we can back it up. That provides tons of value to my team because we have hundreds of people in the field working for us every day who collect data and generate it. >>What would you say to a customer who's maybe on the fence looking at different technologies, why dva? >>You know, I think, you know, do the research in my mind, it'll win if you just do the research, right? I mean, there might be vendors that'll buy you nice dinners or whatever, and those are, those are nice things, but the, the reality is you have to protect your data no matter where it is. If it's in a SaaS application, if it's in a cloud provider, if it's infrastructure, wherever it is, you need it. And if you just go look at the facts, there it is, right? And so I, I'd say be objective. Look at the facts, it'll prove itself. >>Look at the data. There you go. Steven Druva recently announced a data resiliency guarantee with a big whopping financial sum. Talk to us a little bit about that, the value in it for your customers and for prospects, >>Right? So, so basically there's, there's really two parts to this guarantee. The first is, you know, across five different SLAs, and I'll talk about those, you know, if we violate those, the customers can get a payout of up to 10 million, right? So again, putting, putting our money where our mouth is in a pretty large amount. But, but for me, the exciting part, and this is, this is where Jason went, is it's about the SLAs, right? You know, one of Drew's goals is to say, look, we do the job for you, we do the service for you so you can offer that service to your company. And so the SLAs aren't just about ransomware, some of them certainly are, you know, that, that you're going to be able to recover your data in the event of a ransomware attack, that your data won't get exfiltrated as part of a ransomware attack. >>But also things like backup success rates, because as much as recovery matters a lot more than backup, you do need a backup if you're gonna be able to get that recovery done. There's also an SLA to say that, you know, if 10 years down the road you need to recover your data, it's still recoverable, right? So, so that kind of durability piece. And then of course the availability of the service because what's the point of a service if it's not there for you when you need it? And so, so having that breadth of coverage, I think really reflects who Druva is, which is we're doing this job for you, right? We want to make this this service available so you can focus on offering other value inside your business. And >>The insurance underwriters, if they threw holy water on >>That, they, they, they were okay with it. The legal people blessed it, you know, it, you know, the CEO signed off on it, the board of directors. So, you know, it, and it, it's all there in print, it's all there on the web. If you wanna look, you know, make sure, one of the things we wanted to be very clear on is that this isn't just a marketing gimmick that we're, we're putting, that we're putting substance behind it because a lot of these were already in our contracts anyway, because as a SAS vendor, you're signing up for service level agreements anyway. >>Yeah. But most of the service level agreements and SaaS vendors are crap. They're like, you know, hey, you know, if something bad happens, you know, we'll, we'll give you a credit, >>Right? >>For, you know, for when you were down. I mean, it's not, you never get into business impact. I mean, even aws, sorry, I mean, it's true. We're a customer. I read define print, I know what I'm signing up for. But, so that's, >>We read it a lot and we will not, we don't really care about the credits at all. We care about is it their force? Is it a partner? We trust, we fight that every day in our SLAs with our vendors >>In the end, right? I mean this, we are the last line of defense. We are the thing that keeps the business up and running. So if your business, you know, can't get to his data and can't operate, me coming to you and saying, Dave, I've got some credits for you after you, you know, after you declare bankruptcy, it'll be great. Yeah, that's not a win. >>It's no value, >>Not helpful. The goal's gotta be, your business is up and running cuz that's when we're both successful. So, so, so, you know, we view this as we're in it together, right? We wanna make sure your business succeeds. Again, it's not about slight of hand, it's not about, you know, just, just putting fine print in the contract. It's about standing up and delivering. Because if you can't do that, why are we here? Right? The number one thing we hear from our customers is Dr. Just works. And that's the thing I think I'm most proud of is Druva just works. >>So, speaking of Juva, just working, if there's a billboard in Santa Clara near the new offices about Druva, what's, what's the bumper sticker? What's the tagline? >>I, I, I think, I think that's it. I think Druva just works. Keeps your data safe. Simple as that. Safe and secure. Druva works to keep your data safe and secure. >>Saved me. >>Yeah. >>Truva just works. Guys, thanks so much for joining. David, me on the program. Great to have you back on the cube. Thank you. Talking about how you're working together, what Druva is doing to really putting, its its best foot forward. We appreciate your insights and your time. Thank >>You. Thanks guys. It's great to see you guys. Likewise >>The show for our guests and Dave Ante. I'm Lisa Martin, you're watching the Cube, the leader in enterprise and emerging tech coverage.

Published Date : Nov 29 2022

SUMMARY :

This is the Cube live at And that really came to life last year. Guys, great to have you back on the program. Let's start with you giving the audience an understanding of the company. So Summit Carbon is the world's largest carbon capture and sequestration company capturing you know, ransomware is a, is, I know as you say, this is a, it's not a, if it's gonna happen, Yeah, you know, it really comes down to three things. Know it's so, so the first one is you can't trust the environment you're restoring into. you know, that one drive didn't get it. And, and if you think about it, some of the most high profile attacks, you know, on the, on the colonial pipeline, How do you protect the corrupt environment? And so you have an opportunity to just reconstruct it. So the answer is you gotta do it in the cloud. And so you can go through DR Jason, talk a little bit about how you are using Druva. And so as you pointed out, the ecosystem really matters because we grew out of email pretty quick as There's all sorts of products you could go by to go just do endpoint That consolidation theme is big right now, you know, the economic headwinds and so forth. And so I'm lucky in, in the learnings I've had in other enterprises to deal with this head Where are you using that competing solution I mean, and it is funny to go to, you know, it's like Office 365 applications And so there's a lot of instruction I have to provide to my peers and, and, and my users to help them but certainly what we see broadly is, you know, the, the teams are starting to work together, So, so I think, you know, or you know, whatever, but as Amazon would say, security is job one. So it's really the DevOps team's responsibility. Because you need the extra level, And so to us, we are, we are potential victims of, of a pipe, You know, I think, you know, do the research in my mind, it'll win if you just do the There you go. you know, that, that you're going to be able to recover your data in the event of a ransomware attack, to say that, you know, if 10 years down the road you need to recover your data, it's still recoverable, The legal people blessed it, you know, it, you know, hey, you know, if something bad happens, you know, we'll, For, you know, for when you were down. We read it a lot and we will not, we don't really care about the credits at all. me coming to you and saying, Dave, I've got some credits for you after you, you know, Again, it's not about slight of hand, it's not about, you know, just, I think Druva just works. Great to have you back on the cube. It's great to see you guys. the leader in enterprise and emerging tech coverage.

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Dell Technologies |The Future of Multicloud Data Protection is Here 11-14


 

>>Prior to the pandemic, organizations were largely optimized for efficiency as the best path to bottom line profits. Many CIOs tell the cube privately that they were caught off guard by the degree to which their businesses required greater resiliency beyond their somewhat cumbersome disaster recovery processes. And the lack of that business resilience has actually cost firms because they were unable to respond to changing market forces. And certainly we've seen this dynamic with supply chain challenges and there's a little doubt. We're also seeing it in the area of cybersecurity generally, and data recovery. Specifically. Over the past 30 plus months, the rapid adoption of cloud to support remote workers and build in business resilience had the unintended consequences of expanding attack vectors, which brought an escalation of risk from cybercrime. Well, security in the public clouds is certainly world class. The result of multi-cloud has brought with it multiple shared responsibility models, multiple ways of implementing security policies across clouds and on-prem. >>And at the end of the day, more, not less complexity, but there's a positive side to this story. The good news is that public policy industry collaboration and technology innovation is moving fast to accelerate data protection and cybersecurity strategies with a focus on modernizing infrastructure, securing the digital supply chain, and very importantly, simplifying the integration of data protection and cybersecurity. Today there's heightened awareness that the world of data protection is not only an adjacency to, but it's becoming a fundamental component of cybersecurity strategies. In particular, in order to build more resilience into a business, data protection, people, technologies, and processes must be more tightly coordinated with security operations. Hello and welcome to the future of Multi-Cloud Data Protection Made Possible by Dell in collaboration with the Cube. My name is Dave Ante and I'll be your host today. In this segment, we welcome into the cube, two senior executives from Dell who will share details on new technology announcements that directly address these challenges. >>Jeff Boudreau is the president and general manager of Dell's Infrastructure Solutions Group, isg, and he's gonna share his perspectives on the market and the challenges he's hearing from customers. And we're gonna ask Jeff to double click on the messages that Dell is putting into the marketplace and give us his detailed point of view on what it means for customers. Now, Jeff is gonna be joined by Travis Vhi. Travis is the senior Vice President of product management for ISG at Dell Technologies, and he's gonna give us details on the products that are being announced today and go into the hard news. Now, we're also gonna challenge our guests to explain why Dell's approach is unique and different in the marketplace. Thanks for being with us. Let's get right into it. We're here with Jeff Padre and Travis Behill. We're gonna dig into the details about Dell's big data protection announcement. Guys, good to see you. Thanks >>For coming in. Good to see you. Thank you for having us. >>You're very welcome. Right. Let's start off, Jeff, with the high level, you know, I'd like to talk about the customer, what challenges they're facing. You're talking to customers all the time, What are they telling you? >>Sure. As you know, we do, we spend a lot of time with our customers, specifically listening, learning, understanding their use cases, their pain points within their specific environments. They tell us a lot. Notice no surprise to any of us, that data is a key theme that they talk about. It's one of their most important, important assets. They need to extract more value from that data to fuel their business models, their innovation engines, their competitive edge. So they need to make sure that that data is accessible, it's secure in its recoverable, especially in today's world with the increased cyber attacks. >>Okay. So maybe we could get into some of those, those challenges. I mean, when, when you talk about things like data sprawl, what do you mean by that? What should people know? Sure. >>So for those big three themes, I'd say, you know, you have data sprawl, which is the big one, which is all about the massive amounts of data. It's the growth of that data, which is growing at an unprecedented rates. It's the gravity of that data and the reality of the multi-cloud sprawl. So stuff is just everywhere, right? Which increases that service a tax base for cyber criminals. >>And by gravity you mean the data's there and people don't wanna move it. >>It's everywhere, right? And so when it lands someplace, I think edge, core or cloud, it's there and that's, it's something we have to help our customers with. >>Okay, so just it's nuanced cuz complexity has other layers. What are those >>Layers? Sure. When we talk to our customers, they tell us complexity is one of their big themes. And specifically it's around data complexity. We talked about that growth and gravity of the data. We talk about multi-cloud complexity and we talk about multi-cloud sprawl. So multiple vendors, multiple contracts, multiple tool chains, and none of those work together in this, you know, multi-cloud world. Then that drives their security complexity. So we talk about that increased attack surface, but this really drives a lot of operational complexity for their teams. Think about we're lack consistency through everything. So people, process, tools, all that stuff, which is really wasting time and money for our customers. >>So how does that affect the cyber strategies and the, I mean, I've often said the ciso now they have this shared responsibility model, they have to do that across multiple clouds. Every cloud has its own security policies and, and frameworks and syntax. So maybe you could double click on your perspective on that. >>Sure. I'd say the big, you know, the big challenge customers have seen, it's really inadequate cyber resiliency. And specifically they're feeling, feeling very exposed. And today as the world with cyber tax being more and more sophisticated, if something goes wrong, it is a real challenge for them to get back up and running quickly. And that's why this is such a, a big topic for CEOs and businesses around the world. >>You know, it's funny, I said this in my open, I, I think that prior to the pandemic businesses were optimized for efficiency and now they're like, wow, we have to actually put some headroom into the system to be more resilient. You know, I you hearing >>That? Yeah, we absolutely are. I mean, the customers really, they're asking us for help, right? It's one of the big things we're learning and hearing from them. And it's really about three things, one's about simplifying it, two, it is really helping them to extract more value from their data. And then the third big, big piece is ensuring their data is protected and recoverable regardless of where it is going back to that data gravity and that very, you know, the multi-cloud world just recently, I don't know if you've seen it, but the global data protected, excuse me, the global data protection index gdp. >>I, Yes. Jesus. Not to be confused with gdpr, >>Actually that was released today and confirms everything we just talked about around customer challenges, but also it highlights an importance of having a very cyber, a robust cyber resilient data protection strategy. >>Yeah, I haven't seen the latest, but I, I want to dig into it. I think this, you've done this many, many years in a row. I like to look at the, the, the time series and see how things have changed. All right. At, at a high level, Jeff, can you kind of address why Dell and from your point of view is best suited? >>Sure. So we believe there's a better way or a better approach on how to handle this. We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, for that cyber resilient multi-cloud data protection solution and needs. We take a modern, a simple and resilient approach. >>What does that mean? What, what do you mean by modern? >>Sure. So modern, we talk about our software defined architecture, right? It's really designed to meet the needs not only of today, but really into the future. And we protect data across any cloud and any workload. So we have a proven track record doing this today. We have more than 1700 customers that trust us to protect them more than 14 exabytes of their data in the cloud today. >>Okay, so you said modern, simple and resilient. What, what do you mean by simple? Sure. >>We wanna provide simplicity everywhere, going back to helping with the complexity challenge, and that's from deployment to consumption to management and support. So our offers will deploy in minutes. They are easy to operate and use, and we support flexible consumption models for whatever customer may desire. So traditional subscription or as a service. >>And when you, when you talk about resilient, I mean, I, I put forth that premise, but it's hard because people say, Well, that's gonna gonna cost us more. Well, it may, but you're gonna also reduce your, your risk. So what's your point of view on resilience? >>Yeah, I think it's, it's something all customers need. So we're gonna be providing a comprehensive and resilient portfolio of cyber solutions that are secured by design. We have some ver some unique capabilities and a combination of things like built in amenability, physical and logical isolation. We have intelligence built in with AI par recovery. And just one, I guess fun fact for everybody is we have our cyber vault is the only solution in the industry that is endorsed by Sheltered Harbor that meets all the needs of the financial sector. >>So it's interesting when you think about the, the NIST framework for cybersecurity, it's all about about layers. You're sort of bringing that now to, to data protection, correct? Yeah. All right. In a minute we're gonna come back with Travis and dig into the news. We're gonna take a short break. Keep it right there. Okay. We're back with Jeff and Travis Vhi to dig deeper into the news. Guys, again, good to see you. Travis, if you could, maybe you, before we get into the news, can you set the business context for us? What's going on out there? >>Yeah, thanks for that question, Dave. To set a little bit of the context, when you look at the data protection market, Dell has been a leader in providing solutions to customers for going on nearly two decades now. We have tens of thousands of people using our appliances. We have multiple thousands of people using our latest modern simple power protect data managers software. And as Jeff mentioned, we have, you know, 1700 customers protecting 14 exabytes of data in the public clouds today. And that foundation gives us a unique vantage point. We talked to a lot of customers and they're really telling us three things. They want simple solutions, they want us to help them modernize and they want us to add as the highest priority, maintain that high degree of resiliency that they expect from our data protection solutions. So tho that's the backdrop to the news today. And, and as we go through the news, I think you'll, you'll agree that each of these announcements deliver on those pillars. And in particular today we're announcing the Power Protect data manager appliance. We are announcing power protect cyber recovery enhancements, and we are announcing enhancements to our Apex data storage >>Services. Okay, so three pieces. Let's, let's dig to that. It's interesting appliance, everybody wants software, but then you talk to customers and they're like, Well, we actually want appliances because we just wanna put it in and it works, right? It performs great. So, so what do we need to know about the appliance? What's the news there? Well, >>You know, part of the reason I gave you some of those stats to begin with is that we have this strong foundation of, of experience, but also intellectual property components that we've taken that have been battle tested in the market. And we've put them together in a new simple integrated appliance that really combines the best of the target appliance capabilities we have with that modern simple software. And we've integrated it from the, you know, sort of taking all of those pieces, putting them together in a simple, easy to use and easy to scale interface for customers. >>So the premise that I've been putting forth for, you know, months now, probably well, well over a year, is that, that that data protection is becoming an extension of your, your cybersecurity strategies. So I'm interested in your perspective on cyber recovery, you specific news that you have there. >>Yeah, you know, we, we are, in addition to simplifying things via the, the appliance, we are providing solutions for customers no matter where they're deploying. And cyber recovery, especially when it comes to cloud deployments, is an increasing area of interest and deployment that we see with our customers. So what we're announcing today is that we're expanding our cyber recovery services to be available in Google Cloud with this announcement. It means we're available in all three of the major clouds and it really provides customers the flexibility to secure their data no matter if they're running, you know, on premises in a colo at the edge in the public cloud. And the other nice thing about this, this announcement is that you have the ability to use Google Cloud as a cyber recovery vault that really allows customers to isolate critical data and they can recover that critical data from the vault back to on premises or from that vault back to running their cyber cyber protection or their data protection solutions in the public cloud. >>I always invoke my, my favorite Matt Baker here. It's not a zero sum game, but this is a perfect example where there's opportunities for a company like Dell to partner with the public cloud provider. You've got capabilities that don't exist there. You've got the on-prem capabilities. We can talk about edge all day, but that's a different topic. Okay, so my, my other question Travis, is how does this all fit into Apex? We hear a lot about Apex as a service, it's sort of the new hot thing. What's happening there? What's the news around Apex? >>Yeah, we, we've seen incredible momentum with our Apex solutions since we introduced data protection options into them earlier this year. And we're really building on that momentum with this announcement being, you know, providing solutions that allow customers to consume flexibly. And so what we're announcing specifically is that we're expanding Apex data storage services to include a data protection option. And it's like with all Apex offers, it's a pay as you go solution really streamlines the process of customers purchasing, deploying, maintaining and managing their backup software. All a customer really needs to do is, you know, specify their base capacity, they specify their performance tier, they tell us do they want a a one year term or a three year term and we take it from there. We, we get them up and running so they can start deploying and consuming flexibly. And it's, as with many of our Apex solutions, it's a simple user experience all exposed through a unified Apex console. >>Okay. So it's you keeping it simple, like I think large, medium, small, you know, we hear a lot about t-shirt sizes. I I'm a big fan of that cuz you guys should be smart enough to figure out, you know, based on my workload, what I, what I need, how different is this? I wonder if you guys could, could, could address this. Jeff, maybe you can, >>You can start. Sure. I'll start and then pitch me, you know, Travis, you you jump in when I screw up here. So, awesome. So first I'd say we offer innovative multi-cloud data protection solutions. We provide that deliver performance, efficiency and scale that our customers demand and require. We support as Travis and all the major public clouds. We have a broad ecosystem of workload support and I guess the, the great news is we're up to 80% more cost effective than any of the competition. >>80%. 80%, That's a big number, right? Travis, what's your point of view on this? Yeah, >>I, I think number one, end to end data protection. We, we are that one stop shop that I talked about. Whether it's a simplified appliance, whether it's deployed in the cloud, whether it's at the edge, whether it's integrated appliances, target appliances, software, we have solutions that span the gamut as a service. I mentioned the Apex solution as well. So really we can, we can provide solutions that help support customers and protect them, any workload, any cloud, anywhere that data lives edge core to cloud. The other thing that we hear as a, as a, a big differentiator for Dell and, and Jeff touched on on this a little bit earlier, is our intelligent cyber resiliency. We have a unique combination in, in the market where we can offer immutability or protection against deletion as, as sort of that first line of defense. But we can also offer a second level of defense, which is isolation, talking, talking about data vaults or cyber vaults and cyber recovery. And the, at more importantly, the intelligence that goes around that vault. It can look at detecting cyber attacks, it can help customers speed time to recovery and really provides AI and ML to help early diagnosis of a cyber attack and fast recovery should a cyber attack occur. And, and you know, if you look at customer adoption of that solution specifically in the clouds, we have over 1300 customers utilizing power protect cyber recovery. >>So I think it's fair to say that your, I mean your portfolio has obvious been a big differentiator whenever I talk to, you know, your finance team, Michael Dell, et cetera, that end to end capability that that, that your ability to manage throughout the supply chain. We actually just did a a, an event recently with you guys where you went into what you're doing to make infrastructure trusted. And so my take on that is you, in a lot of respects, you're shifting, you know, the client's burden to your r and d now they have a lot of work to do, so it's, it's not like they can go home and just relax, but, but that's a key part of the partnership that I see. Jeff, I wonder if you could give us the, the, the final thoughts. >>Sure. Dell has a long history of being a trusted partner with it, right? So we have unmatched capabilities. Going back to your point, we have the broadest portfolio, we have, you know, we're a leader in every category that we participate in. We have a broad deep breadth of portfolio. We have scale, we have innovation that is just unmatched within data protection itself. We have the trusted market leader, no, if and or buts, we're number one for both data protection software in appliances per idc and we would just name for the 17th consecutive time the leader in the, the Gartner Magic Quadrant. So bottom line is customers can count on Dell. >>Yeah, and I think again, we're seeing the evolution of, of data protection. It's not like the last 10 years, it's really becoming an adjacency and really a key component of your cyber strategy. I think those two parts of the organization are coming together. So guys, really appreciate your time. Thanks for Thank you sir. Thanks Travis. Good to see you. All right, in a moment I'm gonna come right back and summarize what we learned today, what actions you can take for your business. You're watching the future of multi-cloud data protection made possible by Dell and collaboration with the cube, your leader in enterprise and emerging tech coverage right back >>In our data driven world. Protecting data has never been more critical to guard against everything from cyber incidents to unplanned outages. You need a cyber resilient, multi-cloud data protection strategy. >>It's not a matter of if you're gonna get hacked, it's a matter of when. And I wanna know that I can recover and continue to recover each day. >>It is important to have a cyber security and a cyber resiliency plan in place because the threat of cyber attack are imminent. >>Power protects. Data manager from Dell Technologies helps deliver the data protection and security confidence you would expect from a trusted partner and market leader. >>We chose Power Protect Data Manager because we've been a strategic partner with Dell Technologies for roughly 20 years now. Our partnership with Dell Technologies has provided us with the ability to scale and grow as we've transitioned from 10 billion in assets to 20 billion. >>With Power Protect Data Manager, you can enjoy exceptional ease of use to increase your efficiency and reduce costs. >>Got installed it by myself, learned it by myself with very intuitive >>While restoring a machine with Power Protect Data Manager is fast. We can fully manage Power Protect through the center. We can recover a whole machine in seconds. >>Data Manager offers innovation such as Transparent snapshots to simplify virtual machine backups and it goes beyond backup and restore to provide valuable insights and to protected data workloads and VMs. >>In our previous environment, it would take anywhere from three to six hours at night to do a single backup of each vm. Now we're backing up hourly and it takes two to three seconds with the transparent snapshots. >>With Power Protects Data Manager, you get the peace of mind knowing that your data is safe and available whenever you need it. >>Data is extremely important. We can't afford to lose any data. We need things just to work. >>Start your journey to modern data protection with Dell Power Protect Data manager. Visit dell.com/power Protect Data Manager. >>We put forth the premise in our introduction that the worlds of data protection in cybersecurity must be more integrated. We said that data recovery strategies have to be built into security practices and procedures and by default this should include modern hardware and software. Now in addition to reviewing some of the challenges that customers face, which have been pretty well documented, we heard about new products that Dell Technologies is bringing to the marketplace that specifically address these customer concerns. There were three that we talked about today. First, the Power Protect Data Manager Appliance, which is an integrated system taking advantage of Dell's history in data protection, but adding new capabilities. And I want to come back to that in the moment. Second is Dell's Power Protect cyber recovery for Google Cloud platform. This rounds out the big three public cloud providers for Dell, which joins AWS and and Azure support. >>Now finally, Dell has made its target backup appliances available in Apex. You might recall earlier this year we saw the introduction from Dell of Apex backup services and then in May at Dell Technologies world, we heard about the introduction of Apex Cyber Recovery Services. And today Dell is making its most popular backup appliances available and Apex. Now I wanna come back to the Power Protect data manager appliance because it's a new integrated appliance. And I asked Dell off camera really what is so special about these new systems and what's really different from the competition because look, everyone offers some kind of integrated appliance. So I heard a number of items, Dell talked about simplicity and efficiency and containers and Kubernetes. So I kind of kept pushing and got to what I think is the heart of the matter in two really important areas. One is simplicity. >>Dell claims that customers can deploy the system in half the time relative to the competition. So we're talking minutes to deploy and of course that's gonna lead to much simpler management. And the second real difference I heard was backup and restore performance for VMware workloads. In particular, Dell has developed transparent snapshot capabilities to fundamentally change the way VMs are protected, which leads to faster backup and restores with less impact on virtual infrastructure. Dell believes this new development is unique in the market and claims that in its benchmarks the new appliance was able to back up 500 virtual machines in 47% less time compared to a leading competitor. Now this is based on Dell benchmarks, so hopefully these are things that you can explore in more detail with Dell to see if and how they apply to your business. So if you want more information, go to the data protectionPage@dell.com. You can find that at dell.com/data protection. And all the content here and other videos are available on demand@thecube.net. Check out our series on the blueprint for trusted infrastructure, it's related and has some additional information. And go to silicon angle.com for all the news and analysis related to these and other announcements. This is Dave Valante. Thanks for watching the future of multi-cloud protection made possible by Dell in collaboration with the Cube, your leader in enterprise and emerging tech coverage.

Published Date : Nov 17 2022

SUMMARY :

And the lack of that business And at the end of the day, more, not less complexity, Jeff Boudreau is the president and general manager of Dell's Infrastructure Solutions Group, Good to see you. Let's start off, Jeff, with the high level, you know, I'd like to talk about the So they need to make sure that that data data sprawl, what do you mean by that? So for those big three themes, I'd say, you know, you have data sprawl, which is the big one, which is all about the massive amounts it's something we have to help our customers with. Okay, so just it's nuanced cuz complexity has other layers. We talked about that growth and gravity of the data. So how does that affect the cyber strategies and the, And today as the world with cyber tax being more and more sophisticated, You know, it's funny, I said this in my open, I, I think that prior to the pandemic businesses that very, you know, the multi-cloud world just recently, I don't know if you've seen it, but the global data protected, Not to be confused with gdpr, Actually that was released today and confirms everything we just talked about around customer challenges, At, at a high level, Jeff, can you kind of address why Dell and from your point of We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, It's really designed to meet the needs What, what do you mean by simple? We wanna provide simplicity everywhere, going back to helping with the complexity challenge, and that's from deployment So what's your point of view on resilience? Harbor that meets all the needs of the financial sector. So it's interesting when you think about the, the NIST framework for cybersecurity, it's all about about layers. And as Jeff mentioned, we have, you know, 1700 customers protecting 14 exabytes but then you talk to customers and they're like, Well, we actually want appliances because we just wanna put it in and it works, You know, part of the reason I gave you some of those stats to begin with is that we have this strong foundation of, So the premise that I've been putting forth for, you know, months now, probably well, well over a year, is an increasing area of interest and deployment that we see with our customers. it's sort of the new hot thing. All a customer really needs to do is, you know, specify their base capacity, I I'm a big fan of that cuz you guys should be smart enough to figure out, you know, based on my workload, We support as Travis and all the major public clouds. Travis, what's your point of view on of that solution specifically in the clouds, So I think it's fair to say that your, I mean your portfolio has obvious been a big differentiator whenever I talk to, We have the trusted market leader, no, if and or buts, we're number one for both data protection software in what we learned today, what actions you can take for your business. Protecting data has never been more critical to guard against that I can recover and continue to recover each day. It is important to have a cyber security and a cyber resiliency Data manager from Dell Technologies helps deliver the data protection and security We chose Power Protect Data Manager because we've been a strategic partner with With Power Protect Data Manager, you can enjoy exceptional ease of use to increase your efficiency We can fully manage Power Data Manager offers innovation such as Transparent snapshots to simplify virtual Now we're backing up hourly and it takes two to three seconds with the transparent With Power Protects Data Manager, you get the peace of mind knowing that your data is safe and available We need things just to work. Start your journey to modern data protection with Dell Power Protect Data manager. We put forth the premise in our introduction that the worlds of data protection in cybersecurity So I kind of kept pushing and got to what I think is the heart of the matter in two really Dell claims that customers can deploy the system in half the time relative to the

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Introduction The Future of Multicloud Data Protection is Here 11-14


 

>>Prior to the pandemic, organizations were largely optimized for efficiency as the best path to bottom line profits. Many CIOs tell the cube privately that they were caught off guard by the degree to which their businesses required greater resiliency beyond their somewhat cumbersome disaster recovery processes. And the lack of that business resilience has actually cost firms because they were unable to respond to changing market forces. And certainly we've seen this dynamic with supply chain challenges and there's a little doubt. We're also seeing it in the area of cybersecurity generally, and data recovery. Specifically. Over the past 30 plus months, the rapid adoption of cloud to support remote workers and build in business resilience had the unintended consequences of expanding attack vectors, which brought an escalation of risk from cybercrime. Well, security in the public clouds is certainly world class. The result of multi-cloud has brought with it multiple shared responsibility models, multiple ways of implementing security policies across clouds and on-prem. >>And at the end of the day, more, not less complexity, but there's a positive side to this story. The good news is that public policy industry collaboration and technology innovation is moving fast to accelerate data protection and cybersecurity strategies with a focus on modernizing infrastructure, securing the digital supply chain, and very importantly, simplifying the integration of data protection and cybersecurity. Today there's heightened awareness that the world of data protection is not only an adjacency to, but it's becoming a fundamental component of cybersecurity strategies. In particular, in order to build more resilience into a business, data protection, people, technologies, and processes must be more tightly coordinated with security operations. Hello and welcome to the future of Multi-Cloud Data Protection Made Possible by Dell in collaboration with the Cube. My name is Dave Ante, and I'll be your host today In this segment, we welcome into the Cube, two senior executives from Dell who will share details on new technology announcements that directly address these challenges. >>Jeff Boudreau is the president and general manager of Dell's Infrastructure Solutions Group, isg, and he's gonna share his perspectives on the market and the challenges he's hearing from customers. And we're gonna ask Jeff to double click on the messages that Dell is putting into the marketplace and give us his detailed point of view on what it means for customers. Now, Jeff is gonna be joined by Travis Vhi. Travis is the Senior Vice President of product management for ISG at Dell Technologies, and he's gonna give us details on the products that are being announced today and go into the hard news. Now, we're also gonna challenge our guests to explain why Dell's approach is unique and different in the marketplace. Thanks for being with us. Let's get right into it.

Published Date : Nov 14 2022

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And the lack of that And at the end of the day, more, not less complexity, Jeff Boudreau is the president and general manager of Dell's Infrastructure Solutions Group,

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Collibra Data Citizens 22


 

>>Collibra is a company that was founded in 2008 right before the so-called modern big data era kicked into high gear. The company was one of the first to focus its business on data governance. Now, historically, data governance and data quality initiatives, they were back office functions and they were largely confined to regulatory regulated industries that had to comply with public policy mandates. But as the cloud went mainstream, the tech giants showed us how valuable data could become and the value proposition for data quality and trust. It evolved from primarily a compliance driven issue to becoming a lynchpin of competitive advantage. But data in the decade of the 2010s was largely about getting the technology to work. You had these highly centralized technical teams that were formed and they had hyper specialized skills to develop data architectures and processes to serve the myriad data needs of organizations. >>And it resulted in a lot of frustration with data initiatives for most organizations that didn't have the resources of the cloud guys and the social media giants to really attack their data problems and turn data into gold. This is why today for example, this quite a bit of momentum to rethinking monolithic data architectures. You see, you hear about initiatives like data mesh and the idea of data as a product. They're gaining traction as a way to better serve the the data needs of decentralized business Uni users, you hear a lot about data democratization. So these decentralization efforts around data, they're great, but they create a new set of problems. Specifically, how do you deliver like a self-service infrastructure to business users and domain experts? Now the cloud is definitely helping with that, but also how do you automate governance? This becomes especially tricky as protecting data privacy has become more and more important. >>In other words, while it's enticing to experiment and run fast and loose with data initiatives kinda like the Wild West, to find new veins of gold, it has to be done responsibly. As such, the idea of data governance has had to evolve to become more automated. And intelligence governance and data lineage is still fundamental to ensuring trust as data. It moves like water through an organization. No one is gonna use data that isn't trusted. Metadata has become increasingly important for data discovery and data classification. As data flows through an organization, the continuously ability to check for data flaws and automating that data quality, they become a functional requirement of any modern data management platform. And finally, data privacy has become a critical adjacency to cyber security. So you can see how data governance has evolved into a much richer set of capabilities than it was 10 or 15 years ago. >>Hello and welcome to the Cube's coverage of Data Citizens made possible by Calibra, a leader in so-called Data intelligence and the host of Data Citizens 2022, which is taking place in San Diego. My name is Dave Ante and I'm one of the hosts of our program, which is running in parallel to data citizens. Now at the Cube we like to say we extract the signal from the noise, and over the, the next couple of days, we're gonna feature some of the themes from the keynote speakers at Data Citizens and we'll hear from several of the executives. Felix Von Dala, who is the co-founder and CEO of Collibra, will join us along with one of the other founders of Collibra, Stan Christians, who's gonna join my colleague Lisa Martin. I'm gonna also sit down with Laura Sellers, she's the Chief Product Officer at Collibra. We'll talk about some of the, the announcements and innovations they're making at the event, and then we'll dig in further to data quality with Kirk Hasselbeck. >>He's the vice president of Data quality at Collibra. He's an amazingly smart dude who founded Owl dq, a company that he sold to Col to Collibra last year. Now many companies, they didn't make it through the Hado era, you know, they missed the industry waves and they became Driftwood. Collibra, on the other hand, has evolved its business. They've leveraged the cloud, expanded its product portfolio, and leaned in heavily to some major partnerships with cloud providers, as well as receiving a strategic investment from Snowflake earlier this year. So it's a really interesting story that we're thrilled to be sharing with you. Thanks for watching and I hope you enjoy the program. >>Last year, the Cube Covered Data Citizens Collibra's customer event. And the premise that we put forth prior to that event was that despite all the innovation that's gone on over the last decade or more with data, you know, starting with the Hado movement, we had data lakes, we'd spark the ascendancy of programming languages like Python, the introduction of frameworks like TensorFlow, the rise of ai, low code, no code, et cetera. Businesses still find it's too difficult to get more value from their data initiatives. And we said at the time, you know, maybe it's time to rethink data innovation. While a lot of the effort has been focused on, you know, more efficiently storing and processing data, perhaps more energy needs to go into thinking about the people and the process side of the equation, meaning making it easier for domain experts to both gain insights for data, trust the data, and begin to use that data in new ways, fueling data, products, monetization and insights data citizens 2022 is back and we're pleased to have Felix Van Dema, who is the founder and CEO of Collibra. He's on the cube or excited to have you, Felix. Good to see you again. >>Likewise Dave. Thanks for having me again. >>You bet. All right, we're gonna get the update from Felix on the current data landscape, how he sees it, why data intelligence is more important now than ever and get current on what Collibra has been up to over the past year and what's changed since Data Citizens 2021. And we may even touch on some of the product news. So Felix, we're living in a very different world today with businesses and consumers. They're struggling with things like supply chains, uncertain economic trends, and we're not just snapping back to the 2010s. That's clear, and that's really true as well in the world of data. So what's different in your mind, in the data landscape of the 2020s from the previous decade, and what challenges does that bring for your customers? >>Yeah, absolutely. And, and I think you said it well, Dave, and and the intro that that rising complexity and fragmentation in the broader data landscape, that hasn't gotten any better over the last couple of years. When when we talk to our customers, that level of fragmentation, the complexity, how do we find data that we can trust, that we know we can use has only gotten kinda more, more difficult. So that trend that's continuing, I think what is changing is that trend has become much more acute. Well, the other thing we've seen over the last couple of years is that the level of scrutiny that organizations are under respect to data, as data becomes more mission critical, as data becomes more impactful than important, the level of scrutiny with respect to privacy, security, regulatory compliance, as only increasing as well, which again, is really difficult in this environment of continuous innovation, continuous change, continuous growing complexity and fragmentation. >>So it's become much more acute. And, and to your earlier point, we do live in a different world and and the the past couple of years we could probably just kind of brute for it, right? We could focus on, on the top line. There was enough kind of investments to be, to be had. I think nowadays organizations are focused or are, are, are, are, are, are in a very different environment where there's much more focus on cost control, productivity, efficiency, How do we truly get value from that data? So again, I think it just another incentive for organization to now truly look at data and to scale it data, not just from a a technology and infrastructure perspective, but how do you actually scale data from an organizational perspective, right? You said at the the people and process, how do we do that at scale? And that's only, only only becoming much more important. And we do believe that the, the economic environment that we find ourselves in today is gonna be catalyst for organizations to really dig out more seriously if, if, if, if you will, than they maybe have in the have in the best. >>You know, I don't know when you guys founded Collibra, if, if you had a sense as to how complicated it was gonna get, but you've been on a mission to really address these problems from the beginning. How would you describe your, your, your mission and what are you doing to address these challenges? >>Yeah, absolutely. We, we started Colli in 2008. So in some sense and the, the last kind of financial crisis, and that was really the, the start of Colli where we found product market fit, working with large finance institutions to help them cope with the increasing compliance requirements that they were faced with because of the, of the financial crisis and kind of here we are again in a very different environment, of course 15 years, almost 15 years later. But data only becoming more important. But our mission to deliver trusted data for every user, every use case and across every source, frankly, has only become more important. So what has been an incredible journey over the last 14, 15 years, I think we're still relatively early in our mission to again, be able to provide everyone, and that's why we call it data citizens. We truly believe that everyone in the organization should be able to use trusted data in an easy, easy matter. That mission is is only becoming more important, more relevant. We definitely have a lot more work ahead of us because we are still relatively early in that, in that journey. >>Well, that's interesting because, you know, in my observation it takes seven to 10 years to actually build a company and then the fact that you're still in the early days is kind of interesting. I mean, you, Collibra's had a good 12 months or so since we last spoke at Data Citizens. Give us the latest update on your business. What do people need to know about your, your current momentum? >>Yeah, absolutely. Again, there's, there's a lot of tail organizations that are only maturing the data practices and we've seen it kind of transform or, or, or influence a lot of our business growth that we've seen, broader adoption of the platform. We work at some of the largest organizations in the world where it's Adobe, Heineken, Bank of America, and many more. We have now over 600 enterprise customers, all industry leaders and every single vertical. So it's, it's really exciting to see that and continue to partner with those organizations. On the partnership side, again, a lot of momentum in the org in, in the, in the markets with some of the cloud partners like Google, Amazon, Snowflake, data bricks and, and others, right? As those kind of new modern data infrastructures, modern data architectures that are definitely all moving to the cloud, a great opportunity for us, our partners and of course our customers to help them kind of transition to the cloud even faster. >>And so we see a lot of excitement and momentum there within an acquisition about 18 months ago around data quality, data observability, which we believe is an enormous opportunity. Of course, data quality isn't new, but I think there's a lot of reasons why we're so excited about quality and observability now. One is around leveraging ai, machine learning, again to drive more automation. And the second is that those data pipelines that are now being created in the cloud, in these modern data architecture arch architectures, they've become mission critical. They've become real time. And so monitoring, observing those data pipelines continuously has become absolutely critical so that they're really excited about about that as well. And on the organizational side, I'm sure you've heard a term around kind of data mesh, something that's gaining a lot of momentum, rightfully so. It's really the type of governance that we always believe. Then federated focused on domains, giving a lot of ownership to different teams. I think that's the way to scale data organizations. And so that aligns really well with our vision and, and from a product perspective, we've seen a lot of momentum with our customers there as well. >>Yeah, you know, a couple things there. I mean, the acquisition of i l dq, you know, Kirk Hasselbeck and, and their team, it's interesting, you know, the whole data quality used to be this back office function and, and really confined to highly regulated industries. It's come to the front office, it's top of mind for chief data officers, data mesh. You mentioned you guys are a connective tissue for all these different nodes on the data mesh. That's key. And of course we see you at all the shows. You're, you're a critical part of many ecosystems and you're developing your own ecosystem. So let's chat a little bit about the, the products. We're gonna go deeper in into products later on at, at Data Citizens 22, but we know you're debuting some, some new innovations, you know, whether it's, you know, the, the the under the covers in security, sort of making data more accessible for people just dealing with workflows and processes as you talked about earlier. Tell us a little bit about what you're introducing. >>Yeah, absolutely. We're super excited, a ton of innovation. And if we think about the big theme and like, like I said, we're still relatively early in this, in this journey towards kind of that mission of data intelligence that really bolts and compelling mission, either customers are still start, are just starting on that, on that journey. We wanna make it as easy as possible for the, for our organization to actually get started because we know that's important that they do. And for our organization and customers that have been with us for some time, there's still a tremendous amount of opportunity to kind of expand the platform further. And again, to make it easier for really to, to accomplish that mission and vision around that data citizen that everyone has access to trustworthy data in a very easy, easy way. So that's really the theme of a lot of the innovation that we're driving. >>A lot of kind of ease of adoption, ease of use, but also then how do we make sure that lio becomes this kind of mission critical enterprise platform from a security performance architecture scale supportability that we're truly able to deliver that kind of an enterprise mission critical platform. And so that's the big theme from an innovation perspective, From a product perspective, a lot of new innovation that we're really excited about. A couple of highlights. One is around data marketplace. Again, a lot of our customers have plans in that direction, how to make it easy. How do we make, how do we make available to true kind of shopping experience that anybody in your organization can, in a very easy search first way, find the right data product, find the right dataset, that data can then consume usage analytics. How do you, how do we help organizations drive adoption, tell them where they're working really well and where they have opportunities homepages again to, to make things easy for, for people, for anyone in your organization to kind of get started with ppia, you mentioned workflow designer, again, we have a very powerful enterprise platform. >>One of our key differentiators is the ability to really drive a lot of automation through workflows. And now we provided a new low code, no code kind of workflow designer experience. So, so really customers can take it to the next level. There's a lot more new product around K Bear Protect, which in partnership with Snowflake, which has been a strategic investor in kib, focused on how do we make access governance easier? How do we, how do we, how are we able to make sure that as you move to the cloud, things like access management, masking around sensitive data, PII data is managed as much more effective, effective rate, really excited about that product. There's more around data quality. Again, how do we, how do we get that deployed as easily and quickly and widely as we can? Moving that to the cloud has been a big part of our strategy. >>So we launch more data quality cloud product as well as making use of those, those native compute capabilities in platforms like Snowflake, Data, Bricks, Google, Amazon, and others. And so we are bettering a capability, a capability that we call push down. So actually pushing down the computer and data quality, the monitoring into the underlying platform, which again, from a scale performance and ease of use perspective is gonna make a massive difference. And then more broadly, we, we talked a little bit about the ecosystem. Again, integrations, we talk about being able to connect to every source. Integrations are absolutely critical and we're really excited to deliver new integrations with Snowflake, Azure and Google Cloud storage as well. So there's a lot coming out. The, the team has been work at work really hard and we are really, really excited about what we are coming, what we're bringing to markets. >>Yeah, a lot going on there. I wonder if you could give us your, your closing thoughts. I mean, you, you talked about, you know, the marketplace, you know, you think about data mesh, you think of data as product, one of the key principles you think about monetization. This is really different than what we've been used to in data, which is just getting the technology to work has been been so hard. So how do you see sort of the future and, you know, give us the, your closing thoughts please? >>Yeah, absolutely. And I, and I think we we're really at this pivotal moment, and I think you said it well. We, we all know the constraint and the challenges with data, how to actually do data at scale. And while we've seen a ton of innovation on the infrastructure side, we fundamentally believe that just getting a faster database is important, but it's not gonna fully solve the challenges and truly kind of deliver on the opportunity. And that's why now is really the time to deliver this data intelligence vision, this data intelligence platform. We are still early, making it as easy as we can. It's kind of, of our, it's our mission. And so I'm really, really excited to see what we, what we are gonna, how the marks gonna evolve over the next, next few quarters and years. I think the trend is clearly there when we talk about data mesh, this kind of federated approach folks on data products is just another signal that we believe that a lot of our organization are now at the time. >>The understanding need to go beyond just the technology. I really, really think about how do we actually scale data as a business function, just like we've done with it, with, with hr, with, with sales and marketing, with finance. That's how we need to think about data. I think now is the time given the economic environment that we are in much more focus on control, much more focused on productivity efficiency and now's the time. We need to look beyond just the technology and infrastructure to think of how to scale data, how to manage data at scale. >>Yeah, it's a new era. The next 10 years of data won't be like the last, as I always say. Felix, thanks so much and good luck in, in San Diego. I know you're gonna crush it out there. >>Thank you Dave. >>Yeah, it's a great spot for an in-person event and, and of course the content post event is gonna be available@collibra.com and you can of course catch the cube coverage@thecube.net and all the news@siliconangle.com. This is Dave Valante for the cube, your leader in enterprise and emerging tech coverage. >>Hi, I'm Jay from Collibra's Data Office. Today I want to talk to you about Collibra's data intelligence cloud. We often say Collibra is a single system of engagement for all of your data. Now, when I say data, I mean data in the broadest sense of the word, including reference and metadata. Think of metrics, reports, APIs, systems, policies, and even business processes that produce or consume data. Now, the beauty of this platform is that it ensures all of your users have an easy way to find, understand, trust, and access data. But how do you get started? Well, here are seven steps to help you get going. One, start with the data. What's data intelligence? Without data leverage the Collibra data catalog to automatically profile and classify your enterprise data wherever that data lives, databases, data lakes or data warehouses, whether on the cloud or on premise. >>Two, you'll then wanna organize the data and you'll do that with data communities. This can be by department, find a business or functional team, however your organization organizes work and accountability. And for that you'll establish community owners, communities, make it easy for people to navigate through the platform, find the data and will help create a sense of belonging for users. An important and related side note here, we find it's typical in many organizations that data is thought of is just an asset and IT and data offices are viewed as the owners of it and who are really the central teams performing analytics as a service provider to the enterprise. We believe data is more than an asset, it's a true product that can be converted to value. And that also means establishing business ownership of data where that strategy and ROI come together with subject matter expertise. >>Okay, three. Next, back to those communities there, the data owners should explain and define their data, not just the tables and columns, but also the related business terms, metrics and KPIs. These objects we call these assets are typically organized into business glossaries and data dictionaries. I definitely recommend starting with the topics that are most important to the business. Four, those steps that enable you and your users to have some fun with it. Linking everything together builds your knowledge graph and also known as a metadata graph by linking or relating these assets together. For example, a data set to a KPI to a report now enables your users to see what we call the lineage diagram that visualizes where the data in your dashboards actually came from and what the data means and who's responsible for it. Speaking of which, here's five. Leverage the calibra trusted business reporting solution on the marketplace, which comes with workflows for those owners to certify their reports, KPIs, and data sets. >>This helps them force their trust in their data. Six, easy to navigate dashboards or landing pages right in your platform for your company's business processes are the most effective way for everyone to better understand and take action on data. Here's a pro tip, use the dashboard design kit on the marketplace to help you build compelling dashboards. Finally, seven, promote the value of this to your users and be sure to schedule enablement office hours and new employee onboarding sessions to get folks excited about what you've built and implemented. Better yet, invite all of those community and data owners to these sessions so that they can show off the value that they've created. Those are my seven tips to get going with Collibra. I hope these have been useful. For more information, be sure to visit collibra.com. >>Welcome to the Cube's coverage of Data Citizens 2022 Collibra's customer event. My name is Dave Valante. With us is Kirk Hasselbeck, who's the vice president of Data Quality of Collibra Kirk, good to see you. Welcome. >>Thanks for having me, Dave. Excited to be here. >>You bet. Okay, we're gonna discuss data quality observability. It's a hot trend right now. You founded a data quality company, OWL dq, and it was acquired by Collibra last year. Congratulations. And now you lead data quality at Collibra. So we're hearing a lot about data quality right now. Why is it such a priority? Take us through your thoughts on that. >>Yeah, absolutely. It's, it's definitely exciting times for data quality, which you're right, has been around for a long time. So why now and why is it so much more exciting than it used to be? I think it's a bit stale, but we all know that companies use more data than ever before and the variety has changed and the volume has grown. And, and while I think that remains true, there are a couple other hidden factors at play that everyone's so interested in as, as to why this is becoming so important now. And, and I guess you could kind of break this down simply and think about if Dave, you and I were gonna build, you know, a new healthcare application and monitor the heartbeat of individuals, imagine if we get that wrong, you know, what the ramifications could be, what, what those incidents would look like, or maybe better yet, we try to build a, a new trading algorithm with a crossover strategy where the 50 day crosses the, the 10 day average. >>And imagine if the data underlying the inputs to that is incorrect. We will probably have major financial ramifications in that sense. So, you know, it kind of starts there where everybody's realizing that we're all data companies and if we are using bad data, we're likely making incorrect business decisions. But I think there's kind of two other things at play. You know, I, I bought a car not too long ago and my dad called and said, How many cylinders does it have? And I realized in that moment, you know, I might have failed him because, cause I didn't know. And, and I used to ask those types of questions about any lock brakes and cylinders and, and you know, if it's manual or, or automatic and, and I realized I now just buy a car that I hope works. And it's so complicated with all the computer chips, I, I really don't know that much about it. >>And, and that's what's happening with data. We're just loading so much of it. And it's so complex that the way companies consume them in the IT function is that they bring in a lot of data and then they syndicate it out to the business. And it turns out that the, the individuals loading and consuming all of this data for the company actually may not know that much about the data itself, and that's not even their job anymore. So we'll talk more about that in a minute, but that's really what's setting the foreground for this observability play and why everybody's so interested. It, it's because we're becoming less close to the intricacies of the data and we just expect it to always be there and be correct. >>You know, the other thing too about data quality, and for years we did the MIT CDO IQ event, we didn't do it last year, Covid messed everything up. But the observation I would make there thoughts is, is it data quality? Used to be information quality used to be this back office function, and then it became sort of front office with financial services and government and healthcare, these highly regulated industries. And then the whole chief data officer thing happened and people were realizing, well, they sort of flipped the bit from sort of a data as a, a risk to data as a, as an asset. And now as we say, we're gonna talk about observability. And so it's really become front and center just the whole quality issue because data's so fundamental, hasn't it? >>Yeah, absolutely. I mean, let's imagine we pull up our phones right now and I go to my, my favorite stock ticker app and I check out the NASDAQ market cap. I really have no idea if that's the correct number. I know it's a number, it looks large, it's in a numeric field. And, and that's kind of what's going on. There's, there's so many numbers and they're coming from all of these different sources and data providers and they're getting consumed and passed along. But there isn't really a way to tactically put controls on every number and metric across every field we plan to monitor, but with the scale that we've achieved in early days, even before calibra. And what's been so exciting is we have these types of observation techniques, these data monitors that can actually track past performance of every field at scale. And why that's so interesting and why I think the CDO is, is listening right intently nowadays to this topic is, so maybe we could surface all of these problems with the right solution of data observability and with the right scale and then just be alerted on breaking trends. So we're sort of shifting away from this world of must write a condition and then when that condition breaks, that was always known as a break record. But what about breaking trends and root cause analysis? And is it possible to do that, you know, with less human intervention? And so I think most people are seeing now that it's going to have to be a software tool and a computer system. It's, it's not ever going to be based on one or two domain experts anymore. >>So, So how does data observability relate to data quality? Are they sort of two sides of the same coin? Are they, are they cousins? What's your perspective on that? >>Yeah, it's, it's super interesting. It's an emerging market. So the language is changing a lot of the topic and areas changing the way that I like to say it or break it down because the, the lingo is constantly moving is, you know, as a target on this space is really breaking records versus breaking trends. And I could write a condition when this thing happens, it's wrong and when it doesn't it's correct. Or I could look for a trend and I'll give you a good example. You know, everybody's talking about fresh data and stale data and, and why would that matter? Well, if your data never arrived or only part of it arrived or didn't arrive on time, it's likely stale and there will not be a condition that you could write that would show you all the good in the bads. That was kind of your, your traditional approach of data quality break records. But your modern day approach is you lost a significant portion of your data, or it did not arrive on time to make that decision accurately on time. And that's a hidden concern. Some people call this freshness, we call it stale data, but it all points to the same idea of the thing that you're observing may not be a data quality condition anymore. It may be a breakdown in the data pipeline. And with thousands of data pipelines in play for every company out there there, there's more than a couple of these happening every day. >>So what's the Collibra angle on all this stuff made the acquisition, you got data quality observability coming together, you guys have a lot of expertise in, in this area, but you hear providence of data, you just talked about, you know, stale data, you know, the, the whole trend toward real time. How is Calibra approaching the problem and what's unique about your approach? >>Well, I think where we're fortunate is with our background, myself and team, we sort of lived this problem for a long time, you know, in, in the Wall Street days about a decade ago. And we saw it from many different angles. And what we came up with before it was called data observability or reliability was basically the, the underpinnings of that. So we're a little bit ahead of the curve there when most people evaluate our solution, it's more advanced than some of the observation techniques that that currently exist. But we've also always covered data quality and we believe that people want to know more, they need more insights, and they want to see break records and breaking trends together so they can correlate the root cause. And we hear that all the time. I have so many things going wrong, just show me the big picture, help me find the thing that if I were to fix it today would make the most impact. So we're really focused on root cause analysis, business impact, connecting it with lineage and catalog metadata. And as that grows, you can actually achieve total data governance at this point with the acquisition of what was a Lineage company years ago, and then my company Ldq now Collibra, Data quality Collibra may be the best positioned for total data governance and intelligence in the space. >>Well, you mentioned financial services a couple of times and some examples, remember the flash crash in 2010. Nobody had any idea what that was, you know, they just said, Oh, it's a glitch, you know, so they didn't understand the root cause of it. So this is a really interesting topic to me. So we know at Data Citizens 22 that you're announcing, you gotta announce new products, right? You're yearly event what's, what's new. Give us a sense as to what products are coming out, but specifically around data quality and observability. >>Absolutely. There's this, you know, there's always a next thing on the forefront. And the one right now is these hyperscalers in the cloud. So you have databases like Snowflake and Big Query and Data Bricks is Delta Lake and SQL Pushdown. And ultimately what that means is a lot of people are storing in loading data even faster in a SaaS like model. And we've started to hook in to these databases. And while we've always worked with the the same databases in the past, they're supported today we're doing something called Native Database pushdown, where the entire compute and data activity happens in the database. And why that is so interesting and powerful now is everyone's concerned with something called Egress. Did your, my data that I've spent all this time and money with my security team securing ever leave my hands, did it ever leave my secure VPC as they call it? >>And with these native integrations that we're building and about to unveil, here's kind of a sneak peek for, for next week at Data Citizens. We're now doing all compute and data operations in databases like Snowflake. And what that means is with no install and no configuration, you could log into the Collibra data quality app and have all of your data quality running inside the database that you've probably already picked as your your go forward team selection secured database of choice. So we're really excited about that. And I think if you look at the whole landscape of network cost, egress, cost, data storage and compute, what people are realizing is it's extremely efficient to do it in the way that we're about to release here next week. >>So this is interesting because what you just described, you know, you mentioned Snowflake, you mentioned Google, Oh actually you mentioned yeah, data bricks. You know, Snowflake has the data cloud. If you put everything in the data cloud, okay, you're cool, but then Google's got the open data cloud. If you heard, you know, Google next and now data bricks doesn't call it the data cloud, but they have like the open source data cloud. So you have all these different approaches and there's really no way up until now I'm, I'm hearing to, to really understand the relationships between all those and have confidence across, you know, it's like Jak Dani, you should just be a note on the mesh. And I don't care if it's a data warehouse or a data lake or where it comes from, but it's a point on that mesh and I need tooling to be able to have confidence that my data is governed and has the proper lineage, providence. And, and, and that's what you're bringing to the table, Is that right? Did I get that right? >>Yeah, that's right. And it's, for us, it's, it's not that we haven't been working with those great cloud databases, but it's the fact that we can send them the instructions now, we can send them the, the operating ability to crunch all of the calculations, the governance, the quality, and get the answers. And what that's doing, it's basically zero network costs, zero egress cost, zero latency of time. And so when you were to log into Big Query tomorrow using our tool or like, or say Snowflake for example, you have instant data quality metrics, instant profiling, instant lineage and access privacy controls, things of that nature that just become less onerous. What we're seeing is there's so much technology out there, just like all of the major brands that you mentioned, but how do we make it easier? The future is about less clicks, faster time to value, faster scale, and eventually lower cost. And, and we think that this positions us to be the leader there. >>I love this example because, you know, Barry talks about, wow, the cloud guys are gonna own the world and, and of course now we're seeing that the ecosystem is finding so much white space to add value, connect across cloud. Sometimes we call it super cloud and so, or inter clouding. All right, Kirk, give us your, your final thoughts and on on the trends that we've talked about and Data Citizens 22. >>Absolutely. Well, I think, you know, one big trend is discovery and classification. Seeing that across the board, people used to know it was a zip code and nowadays with the amount of data that's out there, they wanna know where everything is, where their sensitive data is. If it's redundant, tell me everything inside of three to five seconds. And with that comes, they want to know in all of these hyperscale databases how fast they can get controls and insights out of their tools. So I think we're gonna see more one click solutions, more SAS based solutions and solutions that hopefully prove faster time to value on, on all of these modern cloud platforms. >>Excellent. All right, Kurt Hasselbeck, thanks so much for coming on the Cube and previewing Data Citizens 22. Appreciate it. >>Thanks for having me, Dave. >>You're welcome. Right, and thank you for watching. Keep it right there for more coverage from the Cube. Welcome to the Cube's virtual Coverage of Data Citizens 2022. My name is Dave Valante and I'm here with Laura Sellers, who's the Chief Product Officer at Collibra, the host of Data Citizens. Laura, welcome. Good to see you. >>Thank you. Nice to be here. >>Yeah, your keynote at Data Citizens this year focused on, you know, your mission to drive ease of use and scale. Now when I think about historically fast access to the right data at the right time in a form that's really easily consumable, it's been kind of challenging, especially for business users. Can can you explain to our audience why this matters so much and what's actually different today in the data ecosystem to make this a reality? >>Yeah, definitely. So I think what we really need and what I hear from customers every single day is that we need a new approach to data management and our product teams. What inspired me to come to Calibra a little bit a over a year ago was really the fact that they're very focused on bringing trusted data to more users across more sources for more use cases. And so as we look at what we're announcing with these innovations of ease of use and scale, it's really about making teams more productive in getting started with and the ability to manage data across the entire organization. So we've been very focused on richer experiences, a broader ecosystem of partners, as well as a platform that delivers performance, scale and security that our users and teams need and demand. So as we look at, Oh, go ahead. >>I was gonna say, you know, when I look back at like the last 10 years, it was all about getting the technology to work and it was just so complicated. But, but please carry on. I'd love to hear more about this. >>Yeah, I, I really, you know, Collibra is a system of engagement for data and we really are working on bringing that entire system of engagement to life for everyone to leverage here and now. So what we're announcing from our ease of use side of the world is first our data marketplace. This is the ability for all users to discover and access data quickly and easily shop for it, if you will. The next thing that we're also introducing is the new homepage. It's really about the ability to drive adoption and have users find data more quickly. And then the two more areas of the ease of use side of the world is our world of usage analytics. And one of the big pushes and passions we have at Collibra is to help with this data driven culture that all companies are trying to create. And also helping with data literacy, with something like usage analytics, it's really about driving adoption of the CLE platform, understanding what's working, who's accessing it, what's not. And then finally we're also introducing what's called workflow designer. And we love our workflows at Libra, it's a big differentiator to be able to automate business processes. The designer is really about a way for more people to be able to create those workflows, collaborate on those workflow flows, as well as people to be able to easily interact with them. So a lot of exciting things when it comes to ease of use to make it easier for all users to find data. >>Y yes, there's definitely a lot to unpack there. I I, you know, you mentioned this idea of, of of, of shopping for the data. That's interesting to me. Why this analogy, metaphor or analogy, I always get those confused. I let's go with analogy. Why is it so important to data consumers? >>I think when you look at the world of data, and I talked about this system of engagement, it's really about making it more accessible to the masses. And what users are used to is a shopping experience like your Amazon, if you will. And so having a consumer grade experience where users can quickly go in and find the data, trust that data, understand where the data's coming from, and then be able to quickly access it, is the idea of being able to shop for it, just making it as simple as possible and really speeding the time to value for any of the business analysts, data analysts out there. >>Yeah, I think when you, you, you see a lot of discussion about rethinking data architectures, putting data in the hands of the users and business people, decentralized data and of course that's awesome. I love that. But of course then you have to have self-service infrastructure and you have to have governance. And those are really challenging. And I think so many organizations, they're facing adoption challenges, you know, when it comes to enabling teams generally, especially domain experts to adopt new data technologies, you know, like the, the tech comes fast and furious. You got all these open source projects and get really confusing. Of course it risks security, governance and all that good stuff. You got all this jargon. So where do you see, you know, the friction in adopting new data technologies? What's your point of view and how can organizations overcome these challenges? >>You're, you're dead on. There's so much technology and there's so much to stay on top of, which is part of the friction, right? It's just being able to stay ahead of, of and understand all the technologies that are coming. You also look at as there's so many more sources of data and people are migrating data to the cloud and they're migrating to new sources. Where the friction comes is really that ability to understand where the data came from, where it's moving to, and then also to be able to put the access controls on top of it. So people are only getting access to the data that they should be getting access to. So one of the other things we're announcing with, with all of the innovations that are coming is what we're doing around performance and scale. So with all of the data movement, with all of the data that's out there, the first thing we're launching in the world of performance and scale is our world of data quality. >>It's something that Collibra has been working on for the past year and a half, but we're launching the ability to have data quality in the cloud. So it's currently an on-premise offering, but we'll now be able to carry that over into the cloud for us to manage that way. We're also introducing the ability to push down data quality into Snowflake. So this is, again, one of those challenges is making sure that that data that you have is d is is high quality as you move forward. And so really another, we're just reducing friction. You already have Snowflake stood up. It's not another machine for you to manage, it's just push down capabilities into Snowflake to be able to track that quality. Another thing that we're launching with that is what we call Collibra Protect. And this is that ability for users to be able to ingest metadata, understand where the PII data is, and then set policies up on top of it. So very quickly be able to set policies and have them enforced at the data level. So anybody in the organization is only getting access to the data they should have access to. >>Here's Topica data quality is interesting. It's something that I've followed for a number of years. It used to be a back office function, you know, and really confined only to highly regulated industries like financial services and healthcare and government. You know, you look back over a decade ago, you didn't have this worry about personal information, g gdpr, and, you know, California Consumer Privacy Act all becomes, becomes so much important. The cloud is really changed things in terms of performance and scale and of course partnering for, for, with Snowflake it's all about sharing data and monetization, anything but a back office function. So it was kind of smart that you guys were early on and of course attracting them and as a, as an investor as well was very strong validation. What can you tell us about the nature of the relationship with Snowflake and specifically inter interested in sort of joint engineering or, and product innovation efforts, you know, beyond the standard go to market stuff? >>Definitely. So you mentioned there were a strategic investor in Calibra about a year ago. A little less than that I guess. We've been working with them though for over a year really tightly with their product and engineering teams to make sure that Collibra is adding real value. Our unified platform is touching pieces of our unified platform or touching all pieces of Snowflake. And when I say that, what I mean is we're first, you know, able to ingest data with Snowflake, which, which has always existed. We're able to profile and classify that data we're announcing with Calibra Protect this week that you're now able to create those policies on top of Snowflake and have them enforce. So again, people can get more value out of their snowflake more quickly as far as time to value with, with our policies for all business users to be able to create. >>We're also announcing Snowflake Lineage 2.0. So this is the ability to take stored procedures in Snowflake and understand the lineage of where did the data come from, how was it transformed with within Snowflake as well as the data quality. Pushdown, as I mentioned, data quality, you brought it up. It is a new, it is a, a big industry push and you know, one of the things I think Gartner mentioned is people are losing up to $15 million without having great data quality. So this push down capability for Snowflake really is again, a big ease of use push for us at Collibra of that ability to, to push it into snowflake, take advantage of the data, the data source, and the engine that already lives there and get the right and make sure you have the right quality. >>I mean, the nice thing about Snowflake, if you play in the Snowflake sandbox, you, you, you, you can get sort of a, you know, high degree of confidence that the data sharing can be done in a safe way. Bringing, you know, Collibra into the, into the story allows me to have that data quality and, and that governance that I, that I need. You know, we've said many times on the cube that one of the notable differences in cloud this decade versus last decade, I mean ob there are obvious differences just in terms of scale and scope, but it's shaping up to be about the strength of the ecosystems. That's really a hallmark of these big cloud players. I mean they're, it's a key factor for innovating, accelerating product delivery, filling gaps in, in the hyperscale offerings cuz you got more stack, you know, mature stack capabilities and you know, it creates this flywheel momentum as we often say. But, so my question is, how do you work with the hyperscalers? Like whether it's AWS or Google, whomever, and what do you see as your role and what's the Collibra sweet spot? >>Yeah, definitely. So, you know, one of the things I mentioned early on is the broader ecosystem of partners is what it's all about. And so we have that strong partnership with Snowflake. We also are doing more with Google around, you know, GCP and kbra protect there, but also tighter data plex integration. So similar to what you've seen with our strategic moves around Snowflake and, and really covering the broad ecosystem of what Collibra can do on top of that data source. We're extending that to the world of Google as well and the world of data plex. We also have great partners in SI's Infosys is somebody we spoke with at the conference who's done a lot of great work with Levi's as they're really important to help people with their whole data strategy and driving that data driven culture and, and Collibra being the core of it. >>Hi Laura, we're gonna, we're gonna end it there, but I wonder if you could kind of put a bow on, you know, this year, the event your, your perspectives. So just give us your closing thoughts. >>Yeah, definitely. So I, I wanna say this is one of the biggest releases Collibra's ever had. Definitely the biggest one since I've been with the company a little over a year. We have all these great new product innovations coming to really drive the ease of use to make data more valuable for users everywhere and, and companies everywhere. And so it's all about everybody being able to easily find, understand, and trust and get access to that data going forward. >>Well congratulations on all the pro progress. It was great to have you on the cube first time I believe, and really appreciate you, you taking the time with us. >>Yes, thank you for your time. >>You're very welcome. Okay, you're watching the coverage of Data Citizens 2022 on the cube, your leader in enterprise and emerging tech coverage. >>So data modernization oftentimes means moving some of your storage and computer to the cloud where you get the benefit of scale and security and so on. But ultimately it doesn't take away the silos that you have. We have more locations, more tools and more processes with which we try to get value from this data. To do that at scale in an organization, people involved in this process, they have to understand each other. So you need to unite those people across those tools, processes, and systems with a shared language. When I say customer, do you understand the same thing as you hearing customer? Are we counting them in the same way so that shared language unites us and that gives the opportunity for the organization as a whole to get the maximum value out of their data assets and then they can democratize data so everyone can properly use that shared language to find, understand, and trust the data asset that's available. >>And that's where Collibra comes in. We provide a centralized system of engagement that works across all of those locations and combines all of those different user types across the whole business. At Collibra, we say United by data and that also means that we're united by data with our customers. So here is some data about some of our customers. There was the case of an online do it yourself platform who grew their revenue almost three times from a marketing campaign that provided the right product in the right hands of the right people. In other case that comes to mind is from a financial services organization who saved over 800 K every year because they were able to reuse the same data in different kinds of reports and before there was spread out over different tools and processes and silos, and now the platform brought them together so they realized, oh, we're actually using the same data, let's find a way to make this more efficient. And the last example that comes to mind is that of a large home loan, home mortgage, mortgage loan provider where they have a very complex landscape, a very complex architecture legacy in the cloud, et cetera. And they're using our software, they're using our platform to unite all the people and those processes and tools to get a common view of data to manage their compliance at scale. >>Hey everyone, I'm Lisa Martin covering Data Citizens 22, brought to you by Collibra. This next conversation is gonna focus on the importance of data culture. One of our Cube alumni is back, Stan Christians is Collibra's co-founder and it's Chief Data citizens. Stan, it's great to have you back on the cube. >>Hey Lisa, nice to be. >>So we're gonna be talking about the importance of data culture, data intelligence, maturity, all those great things. When we think about the data revolution that every business is going through, you know, it's so much more than technology innovation. It also really re requires cultural transformation, community transformation. Those are challenging for customers to undertake. Talk to us about what you mean by data citizenship and the role that creating a data culture plays in that journey. >>Right. So as you know, our event is called Data Citizens because we believe that in the end, a data citizen is anyone who uses data to do their job. And we believe that today's organizations, you have a lot of people, most of the employees in an organization are somehow gonna to be a data citizen, right? So you need to make sure that these people are aware of it. You need that. People have skills and competencies to do with data what necessary and that's on, all right? So what does it mean to have a good data culture? It means that if you're building a beautiful dashboard to try and convince your boss, we need to make this decision that your boss is also open to and able to interpret, you know, the data presented in dashboard to actually make that decision and take that action. Right? >>And once you have that why to the organization, that's when you have a good data culture. Now that's continuous effort for most organizations because they're always moving, somehow they're hiring new people and it has to be continuous effort because we've seen that on the hand. Organizations continue challenged their data sources and where all the data is flowing, right? Which in itself creates a lot of risk. But also on the other set hand of the equation, you have the benefit. You know, you might look at regulatory drivers like, we have to do this, right? But it's, it's much better right now to consider the competitive drivers, for example, and we did an IDC study earlier this year, quite interesting. I can recommend anyone to it. And one of the conclusions they found as they surveyed over a thousand people across organizations worldwide is that the ones who are higher in maturity. >>So the, the organizations that really look at data as an asset, look at data as a product and actively try to be better at it, don't have three times as good a business outcome as the ones who are lower on the maturity scale, right? So you can say, ok, I'm doing this, you know, data culture for everyone, awakening them up as data citizens. I'm doing this for competitive reasons, I'm doing this re reasons you're trying to bring both of those together and the ones that get data intelligence right, are successful and competitive. That's, and that's what we're seeing out there in the market. >>Absolutely. We know that just generally stand right, the organizations that are, are really creating a, a data culture and enabling everybody within the organization to become data citizens are, We know that in theory they're more competitive, they're more successful. But the IDC study that you just mentioned demonstrates they're three times more successful and competitive than their peers. Talk about how Collibra advises customers to create that community, that culture of data when it might be challenging for an organization to adapt culturally. >>Of course, of course it's difficult for an organization to adapt but it's also necessary, as you just said, imagine that, you know, you're a modern day organization, laptops, what have you, you're not using those, right? Or you know, you're delivering them throughout organization, but not enabling your colleagues to actually do something with that asset. Same thing as through with data today, right? If you're not properly using the data asset and competitors are, they're gonna to get more advantage. So as to how you get this done, establish this. There's angles to look at, Lisa. So one angle is obviously the leadership whereby whoever is the boss of data in the organization, you typically have multiple bosses there, like achieve data officers. Sometimes there's, there's multiple, but they may have a different title, right? So I'm just gonna summarize it as a data leader for a second. >>So whoever that is, they need to make sure that there's a clear vision, a clear strategy for data. And that strategy needs to include the monetization aspect. How are you going to get value from data? Yes. Now that's one part because then you can leadership in the organization and also the business value. And that's important. Cause those people, their job in essence really is to make everyone in the organization think about data as an asset. And I think that's the second part of the equation of getting that right, is it's not enough to just have that leadership out there, but you also have to get the hearts and minds of the data champions across the organization. You, I really have to win them over. And if you have those two combined and obviously a good technology to, you know, connect those people and have them execute on their responsibilities such as a data intelligence platform like s then the in place to really start upgrading that culture inch by inch if you'll, >>Yes, I like that. The recipe for success. So you are the co-founder of Collibra. You've worn many different hats along this journey. Now you're building Collibra's own data office. I like how before we went live, we were talking about Calibra is drinking its own champagne. I always loved to hear stories about that. You're speaking at Data Citizens 2022. Talk to us about how you are building a data culture within Collibra and what maybe some of the specific projects are that Collibra's data office is working on. >>Yes, and it is indeed data citizens. There are a ton of speaks here, are very excited. You know, we have Barb from m MIT speaking about data monetization. We have Dilla at the last minute. So really exciting agen agenda. Can't wait to get back out there essentially. So over the years at, we've doing this since two and eight, so a good years and I think we have another decade of work ahead in the market, just to be very clear. Data is here to stick around as are we. And myself, you know, when you start a company, we were for people in a, if you, so everybody's wearing all sorts of hat at time. But over the years I've run, you know, presales that sales partnerships, product cetera. And as our company got a little bit biggish, we're now thousand two. Something like people in the company. >>I believe systems and processes become a lot important. So we said you CBRA isn't the size our customers we're getting there in of organization structure, process systems, et cetera. So we said it's really time for us to put our money where is and to our own data office, which is what we were seeing customers', organizations worldwide. And they organizations have HR units, they have a finance unit and over time they'll all have a department if you'll, that is responsible somehow for the data. So we said, ok, let's try to set an examples that other people can take away with it, right? Can take away from it. So we set up a data strategy, we started building data products, took care of the data infrastructure. That's sort of good stuff. And in doing all of that, ISA exactly as you said, we said, okay, we need to also use our product and our own practices and from that use, learn how we can make the product better, learn how we make, can make the practice better and share that learning with all the, and on, on the Monday mornings, we sometimes refer to eating our dog foods on Friday evenings. >>We referred to that drinking our own champagne. I like it. So we, we had a, we had the driver to do this. You know, there's a clear business reason. So we involved, we included that in the data strategy and that's a little bit of our origin. Now how, how do we organize this? We have three pillars, and by no means is this a template that everyone should, this is just the organization that works at our company, but it can serve as an inspiration. So we have a pillar, which is data science. The data product builders, if you'll or the people who help the business build data products. We have the data engineers who help keep the lights on for that data platform to make sure that the products, the data products can run, the data can flow and you know, the quality can be checked. >>And then we have a data intelligence or data governance builders where we have those data governance, data intelligence stakeholders who help the business as a sort of data partner to the business stakeholders. So that's how we've organized it. And then we started following the CBRA approach, which is, well, what are the challenges that our business stakeholders have in hr, finance, sales, marketing all over? And how can data help overcome those challenges? And from those use cases, we then just started to build a map and started execution use of the use case. And a important ones are very simple. We them with our, our customers as well, people talking about the cata, right? The catalog for the data scientists to know what's in their data lake, for example, and for the people in and privacy. So they have their process registry and they can see how the data flows. >>So that's a starting place and that turns into a marketplace so that if new analysts and data citizens join kbra, they immediately have a place to go to, to look at, see, ok, what data is out there for me as an analyst or a data scientist or whatever to do my job, right? So they can immediately get access data. And another one that we is around trusted business. We're seeing that since, you know, self-service BI allowed everyone to make beautiful dashboards, you know, pie, pie charts. I always, my pet pee is the pie chart because I love buy and you shouldn't always be using pie charts. But essentially there's become proliferation of those reports. And now executives don't really know, okay, should I trust this report or that report the reporting on the same thing. But the numbers seem different, right? So that's why we have trusted this reporting. So we know if a, the dashboard, a data product essentially is built, we not that all the right steps are being followed and that whoever is consuming that can be quite confident in the result either, Right. And that silver browser, right? Absolutely >>Decay. >>Exactly. Yes, >>Absolutely. Talk a little bit about some of the, the key performance indicators that you're using to measure the success of the data office. What are some of those KPIs? >>KPIs and measuring is a big topic in the, in the data chief data officer profession, I would say, and again, it always varies with to your organization, but there's a few that we use that might be of interest. Use those pillars, right? And we have metrics across those pillars. So for example, a pillar on the data engineering side is gonna be more related to that uptime, right? Are the, is the data platform up and running? Are the data products up and running? Is the quality in them good enough? Is it going up? Is it going down? What's the usage? But also, and especially if you're in the cloud and if consumption's a big thing, you have metrics around cost, for example, right? So that's one set of examples. Another one is around the data sciences and products. Are people using them? Are they getting value from it? >>Can we calculate that value in ay perspective, right? Yeah. So that we can to the rest of the business continue to say we're tracking all those numbers and those numbers indicate that value is generated and how much value estimated in that region. And then you have some data intelligence, data governance metrics, which is, for example, you have a number of domains in a data mesh. People talk about being the owner of a data domain, for example, like product or, or customer. So how many of those domains do you have covered? How many of them are already part of the program? How many of them have owners assigned? How well are these owners organized, executing on their responsibilities? How many tickets are open closed? How many data products are built according to process? And so and so forth. So these are an set of examples of, of KPIs. There's a, there's a lot more, but hopefully those can already inspire the audience. >>Absolutely. So we've, we've talked about the rise cheap data offices, it's only accelerating. You mentioned this is like a 10 year journey. So if you were to look into a crystal ball, what do you see in terms of the maturation of data offices over the next decade? >>So we, we've seen indeed the, the role sort of grow up, I think in, in thousand 10 there may have been like 10 achieve data officers or something. Gartner has exact numbers on them, but then they grew, you know, industries and the number is estimated to be about 20,000 right now. Wow. And they evolved in a sort of stack of competencies, defensive data strategy, because the first chief data officers were more regulatory driven, offensive data strategy support for the digital program. And now all about data products, right? So as a data leader, you now need all of those competences and need to include them in, in your strategy. >>How is that going to evolve for the next couple of years? I wish I had one of those balls, right? But essentially I think for the next couple of years there's gonna be a lot of people, you know, still moving along with those four levels of the stack. A lot of people I see are still in version one and version two of the chief data. So you'll see over the years that's gonna evolve more digital and more data products. So for next years, my, my prediction is it's all products because it's an immediate link between data and, and the essentially, right? Right. So that's gonna be important and quite likely a new, some new things will be added on, which nobody can predict yet. But we'll see those pop up in a few years. I think there's gonna be a continued challenge for the chief officer role to become a real executive role as opposed to, you know, somebody who claims that they're executive, but then they're not, right? >>So the real reporting level into the board, into the CEO for example, will continue to be a challenging point. But the ones who do get that done will be the ones that are successful and the ones who get that will the ones that do it on the basis of data monetization, right? Connecting value to the data and making that value clear to all the data citizens in the organization, right? And in that sense, they'll need to have both, you know, technical audiences and non-technical audiences aligned of course. And they'll need to focus on adoption. Again, it's not enough to just have your data office be involved in this. It's really important that you're waking up data citizens across the organization and you make everyone in the organization think about data as an asset. >>Absolutely. Because there's so much value that can be extracted. Organizations really strategically build that data office and democratize access across all those data citizens. Stan, this is an exciting arena. We're definitely gonna keep our eyes on this. Sounds like a lot of evolution and maturation coming from the data office perspective. From the data citizen perspective. And as the data show that you mentioned in that IDC study, you mentioned Gartner as well, organizations have so much more likelihood of being successful and being competitive. So we're gonna watch this space. Stan, thank you so much for joining me on the cube at Data Citizens 22. We appreciate it. >>Thanks for having me over >>From Data Citizens 22, I'm Lisa Martin, you're watching The Cube, the leader in live tech coverage. >>Okay, this concludes our coverage of Data Citizens 2022, brought to you by Collibra. Remember, all these videos are available on demand@thecube.net. And don't forget to check out silicon angle.com for all the news and wiki bod.com for our weekly breaking analysis series where we cover many data topics and share survey research from our partner ETR Enterprise Technology Research. If you want more information on the products announced at Data Citizens, go to collibra.com. There are tons of resources there. You'll find analyst reports, product demos. It's really worthwhile to check those out. Thanks for watching our program and digging into Data Citizens 2022 on the Cube, your leader in enterprise and emerging tech coverage. We'll see you soon.

Published Date : Nov 2 2022

SUMMARY :

largely about getting the technology to work. Now the cloud is definitely helping with that, but also how do you automate governance? So you can see how data governance has evolved into to say we extract the signal from the noise, and over the, the next couple of days, we're gonna feature some of the So it's a really interesting story that we're thrilled to be sharing And we said at the time, you know, maybe it's time to rethink data innovation. 2020s from the previous decade, and what challenges does that bring for your customers? as data becomes more impactful than important, the level of scrutiny with respect to privacy, So again, I think it just another incentive for organization to now truly look at data You know, I don't know when you guys founded Collibra, if, if you had a sense as to how complicated the last kind of financial crisis, and that was really the, the start of Colli where we found product market Well, that's interesting because, you know, in my observation it takes seven to 10 years to actually build a again, a lot of momentum in the org in, in the, in the markets with some of the cloud partners And the second is that those data pipelines that are now being created in the cloud, I mean, the acquisition of i l dq, you know, So that's really the theme of a lot of the innovation that we're driving. And so that's the big theme from an innovation perspective, One of our key differentiators is the ability to really drive a lot of automation through workflows. So actually pushing down the computer and data quality, one of the key principles you think about monetization. And I, and I think we we're really at this pivotal moment, and I think you said it well. We need to look beyond just the I know you're gonna crush it out there. This is Dave Valante for the cube, your leader in enterprise and Without data leverage the Collibra data catalog to automatically And for that you'll establish community owners, a data set to a KPI to a report now enables your users to see what Finally, seven, promote the value of this to your users and Welcome to the Cube's coverage of Data Citizens 2022 Collibra's customer event. And now you lead data quality at Collibra. imagine if we get that wrong, you know, what the ramifications could be, And I realized in that moment, you know, I might have failed him because, cause I didn't know. And it's so complex that the way companies consume them in the IT function is And so it's really become front and center just the whole quality issue because data's so fundamental, nowadays to this topic is, so maybe we could surface all of these problems with So the language is changing a you know, stale data, you know, the, the whole trend toward real time. we sort of lived this problem for a long time, you know, in, in the Wall Street days about a decade you know, they just said, Oh, it's a glitch, you know, so they didn't understand the root cause of it. And the one right now is these hyperscalers in the cloud. And I think if you look at the whole So this is interesting because what you just described, you know, you mentioned Snowflake, And so when you were to log into Big Query tomorrow using our I love this example because, you know, Barry talks about, wow, the cloud guys are gonna own the world and, Seeing that across the board, people used to know it was a zip code and nowadays Appreciate it. Right, and thank you for watching. Nice to be here. Can can you explain to our audience why the ability to manage data across the entire organization. I was gonna say, you know, when I look back at like the last 10 years, it was all about getting the technology to work and it And one of the big pushes and passions we have at Collibra is to help with I I, you know, you mentioned this idea of, and really speeding the time to value for any of the business analysts, So where do you see, you know, the friction in adopting new data technologies? So one of the other things we're announcing with, with all of the innovations that are coming is So anybody in the organization is only getting access to the data they should have access to. So it was kind of smart that you guys were early on and We're able to profile and classify that data we're announcing with Calibra Protect this week that and get the right and make sure you have the right quality. I mean, the nice thing about Snowflake, if you play in the Snowflake sandbox, you, you, you, you can get sort of a, We also are doing more with Google around, you know, GCP and kbra protect there, you know, this year, the event your, your perspectives. And so it's all about everybody being able to easily It was great to have you on the cube first time I believe, cube, your leader in enterprise and emerging tech coverage. the cloud where you get the benefit of scale and security and so on. And the last example that comes to mind is that of a large home loan, home mortgage, Stan, it's great to have you back on the cube. Talk to us about what you mean by data citizenship and the And we believe that today's organizations, you have a lot of people, And one of the conclusions they found as they So you can say, ok, I'm doing this, you know, data culture for everyone, awakening them But the IDC study that you just mentioned demonstrates they're three times So as to how you get this done, establish this. part of the equation of getting that right, is it's not enough to just have that leadership out Talk to us about how you are building a data culture within Collibra and But over the years I've run, you know, So we said you the data products can run, the data can flow and you know, the quality can be checked. The catalog for the data scientists to know what's in their data lake, and data citizens join kbra, they immediately have a place to go to, Yes, success of the data office. So for example, a pillar on the data engineering side is gonna be more related So how many of those domains do you have covered? to look into a crystal ball, what do you see in terms of the maturation industries and the number is estimated to be about 20,000 right now. How is that going to evolve for the next couple of years? And in that sense, they'll need to have both, you know, technical audiences and non-technical audiences And as the data show that you mentioned in that IDC study, the leader in live tech coverage. Okay, this concludes our coverage of Data Citizens 2022, brought to you by Collibra.

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The Truth About MySQL HeatWave


 

>>When Oracle acquired my SQL via the Sun acquisition, nobody really thought the company would put much effort into the platform preferring to focus all the wood behind its leading Oracle database, Arrow pun intended. But two years ago, Oracle surprised many folks by announcing my SQL Heatwave a new database as a service with a massively parallel hybrid Columbia in Mary Mary architecture that brings together transactional and analytic data in a single platform. Welcome to our latest database, power panel on the cube. My name is Dave Ante, and today we're gonna discuss Oracle's MySQL Heat Wave with a who's who of cloud database industry analysts. Holgar Mueller is with Constellation Research. Mark Stammer is the Dragon Slayer and Wikibon contributor. And Ron Westfall is with Fu Chim Research. Gentlemen, welcome back to the Cube. Always a pleasure to have you on. Thanks for having us. Great to be here. >>So we've had a number of of deep dive interviews on the Cube with Nip and Aggarwal. You guys know him? He's a senior vice president of MySQL, Heatwave Development at Oracle. I think you just saw him at Oracle Cloud World and he's come on to describe this is gonna, I'll call it a shock and awe feature additions to to heatwave. You know, the company's clearly putting r and d into the platform and I think at at cloud world we saw like the fifth major release since 2020 when they first announced MySQL heat wave. So just listing a few, they, they got, they taken, brought in analytics machine learning, they got autopilot for machine learning, which is automation onto the basic o l TP functionality of the database. And it's been interesting to watch Oracle's converge database strategy. We've contrasted that amongst ourselves. Love to get your thoughts on Amazon's get the right tool for the right job approach. >>Are they gonna have to change that? You know, Amazon's got the specialized databases, it's just, you know, the both companies are doing well. It just shows there are a lot of ways to, to skin a cat cuz you see some traction in the market in, in both approaches. So today we're gonna focus on the latest heat wave announcements and we're gonna talk about multi-cloud with a native MySQL heat wave implementation, which is available on aws MySQL heat wave for Azure via the Oracle Microsoft interconnect. This kind of cool hybrid action that they got going. Sometimes we call it super cloud. And then we're gonna dive into my SQL Heatwave Lake house, which allows users to process and query data across MyQ databases as heatwave databases, as well as object stores. So, and then we've got, heatwave has been announced on AWS and, and, and Azure, they're available now and Lake House I believe is in beta and I think it's coming out the second half of next year. So again, all of our guests are fresh off of Oracle Cloud world in Las Vegas. So they got the latest scoop. Guys, I'm done talking. Let's get into it. Mark, maybe you could start us off, what's your opinion of my SQL Heatwaves competitive position? When you think about what AWS is doing, you know, Google is, you know, we heard Google Cloud next recently, we heard about all their data innovations. You got, obviously Azure's got a big portfolio, snowflakes doing well in the market. What's your take? >>Well, first let's look at it from the point of view that AWS is the market leader in cloud and cloud services. They own somewhere between 30 to 50% depending on who you read of the market. And then you have Azure as number two and after that it falls off. There's gcp, Google Cloud platform, which is further way down the list and then Oracle and IBM and Alibaba. So when you look at AWS and you and Azure saying, hey, these are the market leaders in the cloud, then you start looking at it and saying, if I am going to provide a service that competes with the service they have, if I can make it available in their cloud, it means that I can be more competitive. And if I'm compelling and compelling means at least twice the performance or functionality or both at half the price, I should be able to gain market share. >>And that's what Oracle's done. They've taken a superior product in my SQL heat wave, which is faster, lower cost does more for a lot less at the end of the day and they make it available to the users of those clouds. You avoid this little thing called egress fees, you avoid the issue of having to migrate from one cloud to another and suddenly you have a very compelling offer. So I look at what Oracle's doing with MyQ and it feels like, I'm gonna use a word term, a flanking maneuver to their competition. They're offering a better service on their platforms. >>All right, so thank you for that. Holger, we've seen this sort of cadence, I sort of referenced it up front a little bit and they sat on MySQL for a decade, then all of a sudden we see this rush of announcements. Why did it take so long? And and more importantly is Oracle, are they developing the right features that cloud database customers are looking for in your view? >>Yeah, great question, but first of all, in your interview you said it's the edit analytics, right? Analytics is kind of like a marketing buzzword. Reports can be analytics, right? The interesting thing, which they did, the first thing they, they, they crossed the chasm between OTP and all up, right? In the same database, right? So major engineering feed very much what customers want and it's all about creating Bellevue for customers, which, which I think is the part why they go into the multi-cloud and why they add these capabilities. And they certainly with the AI capabilities, it's kind of like getting it into an autonomous field, self-driving field now with the lake cost capabilities and meeting customers where they are, like Mark has talked about the e risk costs in the cloud. So that that's a significant advantage, creating value for customers and that's what at the end of the day matters. >>And I believe strongly that long term it's gonna be ones who create better value for customers who will get more of their money From that perspective, why then take them so long? I think it's a great question. I think largely he mentioned the gentleman Nial, it's largely to who leads a product. I used to build products too, so maybe I'm a little fooling myself here, but that made the difference in my view, right? So since he's been charged, he's been building things faster than the rest of the competition, than my SQL space, which in hindsight we thought was a hot and smoking innovation phase. It kind of like was a little self complacent when it comes to the traditional borders of where, where people think, where things are separated between OTP and ola or as an example of adjacent support, right? Structured documents, whereas unstructured documents or databases and all of that has been collapsed and brought together for building a more powerful database for customers. >>So I mean it's certainly, you know, when, when Oracle talks about the competitors, you know, the competitors are in the, I always say they're, if the Oracle talks about you and knows you're doing well, so they talk a lot about aws, talk a little bit about Snowflake, you know, sort of Google, they have partnerships with Azure, but, but in, so I'm presuming that the response in MySQL heatwave was really in, in response to what they were seeing from those big competitors. But then you had Maria DB coming out, you know, the day that that Oracle acquired Sun and, and launching and going after the MySQL base. So it's, I'm, I'm interested and we'll talk about this later and what you guys think AWS and Google and Azure and Snowflake and how they're gonna respond. But, but before I do that, Ron, I want to ask you, you, you, you can get, you know, pretty technical and you've probably seen the benchmarks. >>I know you have Oracle makes a big deal out of it, publishes its benchmarks, makes some transparent on on GI GitHub. Larry Ellison talked about this in his keynote at Cloud World. What are the benchmarks show in general? I mean, when you, when you're new to the market, you gotta have a story like Mark was saying, you gotta be two x you know, the performance at half the cost or you better be or you're not gonna get any market share. So, and, and you know, oftentimes companies don't publish market benchmarks when they're leading. They do it when they, they need to gain share. So what do you make of the benchmarks? Have their, any results that were surprising to you? Have, you know, they been challenged by the competitors. Is it just a bunch of kind of desperate bench marketing to make some noise in the market or you know, are they real? What's your view? >>Well, from my perspective, I think they have the validity. And to your point, I believe that when it comes to competitor responses, that has not really happened. Nobody has like pulled down the information that's on GitHub and said, Oh, here are our price performance results. And they counter oracles. In fact, I think part of the reason why that hasn't happened is that there's the risk if Oracle's coming out and saying, Hey, we can deliver 17 times better query performance using our capabilities versus say, Snowflake when it comes to, you know, the Lakehouse platform and Snowflake turns around and says it's actually only 15 times better during performance, that's not exactly an effective maneuver. And so I think this is really to oracle's credit and I think it's refreshing because these differentiators are significant. We're not talking, you know, like 1.2% differences. We're talking 17 fold differences, we're talking six fold differences depending on, you know, where the spotlight is being shined and so forth. >>And so I think this is actually something that is actually too good to believe initially at first blush. If I'm a cloud database decision maker, I really have to prioritize this. I really would know, pay a lot more attention to this. And that's why I posed the question to Oracle and others like, okay, if these differentiators are so significant, why isn't the needle moving a bit more? And it's for, you know, some of the usual reasons. One is really deep discounting coming from, you know, the other players that's really kind of, you know, marketing 1 0 1, this is something you need to do when there's a real competitive threat to keep, you know, a customer in your own customer base. Plus there is the usual fear and uncertainty about moving from one platform to another. But I think, you know, the traction, the momentum is, is shifting an Oracle's favor. I think we saw that in the Q1 efforts, for example, where Oracle cloud grew 44% and that it generated, you know, 4.8 billion and revenue if I recall correctly. And so, so all these are demonstrating that's Oracle is making, I think many of the right moves, publishing these figures for anybody to look at from their own perspective is something that is, I think, good for the market and I think it's just gonna continue to pay dividends for Oracle down the horizon as you know, competition intens plots. So if I were in, >>Dave, can I, Dave, can I interject something and, and what Ron just said there? Yeah, please go ahead. A couple things here, one discounting, which is a common practice when you have a real threat, as Ron pointed out, isn't going to help much in this situation simply because you can't discount to the point where you improve your performance and the performance is a huge differentiator. You may be able to get your price down, but the problem that most of them have is they don't have an integrated product service. They don't have an integrated O L T P O L A P M L N data lake. Even if you cut out two of them, they don't have any of them integrated. They have multiple services that are required separate integration and that can't be overcome with discounting. And the, they, you have to pay for each one of these. And oh, by the way, as you grow, the discounts go away. So that's a, it's a minor important detail. >>So, so that's a TCO question mark, right? And I know you look at this a lot, if I had that kind of price performance advantage, I would be pounding tco, especially if I need two separate databases to do the job. That one can do, that's gonna be, the TCO numbers are gonna be off the chart or maybe down the chart, which you want. Have you looked at this and how does it compare with, you know, the big cloud guys, for example, >>I've looked at it in depth, in fact, I'm working on another TCO on this arena, but you can find it on Wiki bod in which I compared TCO for MySEQ Heat wave versus Aurora plus Redshift plus ML plus Blue. I've compared it against gcps services, Azure services, Snowflake with other services. And there's just no comparison. The, the TCO differences are huge. More importantly, thefor, the, the TCO per performance is huge. We're talking in some cases multiple orders of magnitude, but at least an order of magnitude difference. So discounting isn't gonna help you much at the end of the day, it's only going to lower your cost a little, but it doesn't improve the automation, it doesn't improve the performance, it doesn't improve the time to insight, it doesn't improve all those things that you want out of a database or multiple databases because you >>Can't discount yourself to a higher value proposition. >>So what about, I wonder ho if you could chime in on the developer angle. You, you followed that, that market. How do these innovations from heatwave, I think you used the term developer velocity. I've heard you used that before. Yeah, I mean, look, Oracle owns Java, okay, so it, it's, you know, most popular, you know, programming language in the world, blah, blah blah. But it does it have the, the minds and hearts of, of developers and does, where does heatwave fit into that equation? >>I think heatwave is gaining quickly mindshare on the developer side, right? It's not the traditional no sequel database which grew up, there's a traditional mistrust of oracles to developers to what was happening to open source when gets acquired. Like in the case of Oracle versus Java and where my sql, right? And, but we know it's not a good competitive strategy to, to bank on Oracle screwing up because it hasn't worked not on Java known my sequel, right? And for developers, it's, once you get to know a technology product and you can do more, it becomes kind of like a Swiss army knife and you can build more use case, you can build more powerful applications. That's super, super important because you don't have to get certified in multiple databases. You, you are fast at getting things done, you achieve fire, develop velocity, and the managers are happy because they don't have to license more things, send you to more trainings, have more risk of something not being delivered, right? >>So it's really the, we see the suite where this best of breed play happening here, which in general was happening before already with Oracle's flagship database. Whereas those Amazon as an example, right? And now the interesting thing is every step away Oracle was always a one database company that can be only one and they're now generally talking about heat web and that two database company with different market spaces, but same value proposition of integrating more things very, very quickly to have a universal database that I call, they call the converge database for all the needs of an enterprise to run certain application use cases. And that's what's attractive to developers. >>It's, it's ironic isn't it? I mean I, you know, the rumor was the TK Thomas Curian left Oracle cuz he wanted to put Oracle database on other clouds and other places. And maybe that was the rift. Maybe there was, I'm sure there was other things, but, but Oracle clearly is now trying to expand its Tam Ron with, with heatwave into aws, into Azure. How do you think Oracle's gonna do, you were at a cloud world, what was the sentiment from customers and the independent analyst? Is this just Oracle trying to screw with the competition, create a little diversion? Or is this, you know, serious business for Oracle? What do you think? >>No, I think it has lakes. I think it's definitely, again, attriting to Oracle's overall ability to differentiate not only my SQL heat wave, but its overall portfolio. And I think the fact that they do have the alliance with the Azure in place, that this is definitely demonstrating their commitment to meeting the multi-cloud needs of its customers as well as what we pointed to in terms of the fact that they're now offering, you know, MySQL capabilities within AWS natively and that it can now perform AWS's own offering. And I think this is all demonstrating that Oracle is, you know, not letting up, they're not resting on its laurels. That's clearly we are living in a multi-cloud world, so why not just make it more easy for customers to be able to use cloud databases according to their own specific, specific needs. And I think, you know, to holder's point, I think that definitely lines with being able to bring on more application developers to leverage these capabilities. >>I think one important announcement that's related to all this was the JSON relational duality capabilities where now it's a lot easier for application developers to use a language that they're very familiar with a JS O and not have to worry about going into relational databases to store their J S O N application coding. So this is, I think an example of the innovation that's enhancing the overall Oracle portfolio and certainly all the work with machine learning is definitely paying dividends as well. And as a result, I see Oracle continue to make these inroads that we pointed to. But I agree with Mark, you know, the short term discounting is just a stall tag. This is not denying the fact that Oracle is being able to not only deliver price performance differentiators that are dramatic, but also meeting a wide range of needs for customers out there that aren't just limited device performance consideration. >>Being able to support multi-cloud according to customer needs. Being able to reach out to the application developer community and address a very specific challenge that has plagued them for many years now. So bring it all together. Yeah, I see this as just enabling Oracles who ring true with customers. That the customers that were there were basically all of them, even though not all of them are going to be saying the same things, they're all basically saying positive feedback. And likewise, I think the analyst community is seeing this. It's always refreshing to be able to talk to customers directly and at Oracle cloud there was a litany of them and so this is just a difference maker as well as being able to talk to strategic partners. The nvidia, I think partnerships also testament to Oracle's ongoing ability to, you know, make the ecosystem more user friendly for the customers out there. >>Yeah, it's interesting when you get these all in one tools, you know, the Swiss Army knife, you expect that it's not able to be best of breed. That's the kind of surprising thing that I'm hearing about, about heatwave. I want to, I want to talk about Lake House because when I think of Lake House, I think data bricks, and to my knowledge data bricks hasn't been in the sites of Oracle yet. Maybe they're next, but, but Oracle claims that MySQL, heatwave, Lakehouse is a breakthrough in terms of capacity and performance. Mark, what are your thoughts on that? Can you double click on, on Lakehouse Oracle's claims for things like query performance and data loading? What does it mean for the market? Is Oracle really leading in, in the lake house competitive landscape? What are your thoughts? >>Well, but name in the game is what are the problems you're solving for the customer? More importantly, are those problems urgent or important? If they're urgent, customers wanna solve 'em. Now if they're important, they might get around to them. So you look at what they're doing with Lake House or previous to that machine learning or previous to that automation or previous to that O L A with O ltp and they're merging all this capability together. If you look at Snowflake or data bricks, they're tacking one problem. You look at MyQ heat wave, they're tacking multiple problems. So when you say, yeah, their queries are much better against the lake house in combination with other analytics in combination with O ltp and the fact that there are no ETLs. So you're getting all this done in real time. So it's, it's doing the query cross, cross everything in real time. >>You're solving multiple user and developer problems, you're increasing their ability to get insight faster, you're having shorter response times. So yeah, they really are solving urgent problems for customers. And by putting it where the customer lives, this is the brilliance of actually being multicloud. And I know I'm backing up here a second, but by making it work in AWS and Azure where people already live, where they already have applications, what they're saying is, we're bringing it to you. You don't have to come to us to get these, these benefits, this value overall, I think it's a brilliant strategy. I give Nip and Argo wallet a huge, huge kudos for what he's doing there. So yes, what they're doing with the lake house is going to put notice on data bricks and Snowflake and everyone else for that matter. Well >>Those are guys that whole ago you, you and I have talked about this. Those are, those are the guys that are doing sort of the best of breed. You know, they're really focused and they, you know, tend to do well at least out of the gate. Now you got Oracle's converged philosophy, obviously with Oracle database. We've seen that now it's kicking in gear with, with heatwave, you know, this whole thing of sweets versus best of breed. I mean the long term, you know, customers tend to migrate towards suite, but the new shiny toy tends to get the growth. How do you think this is gonna play out in cloud database? >>Well, it's the forever never ending story, right? And in software right suite, whereas best of breed and so far in the long run suites have always won, right? So, and sometimes they struggle again because the inherent problem of sweets is you build something larger, it has more complexity and that means your cycles to get everything working together to integrate the test that roll it out, certify whatever it is, takes you longer, right? And that's not the case. It's a fascinating part of what the effort around my SQL heat wave is that the team is out executing the previous best of breed data, bringing us something together. Now if they can maintain that pace, that's something to to, to be seen. But it, the strategy, like what Mark was saying, bring the software to the data is of course interesting and unique and totally an Oracle issue in the past, right? >>Yeah. But it had to be in your database on oci. And but at, that's an interesting part. The interesting thing on the Lake health side is, right, there's three key benefits of a lakehouse. The first one is better reporting analytics, bring more rich information together, like make the, the, the case for silicon angle, right? We want to see engagements for this video, we want to know what's happening. That's a mixed transactional video media use case, right? Typical Lakehouse use case. The next one is to build more rich applications, transactional applications which have video and these elements in there, which are the engaging one. And the third one, and that's where I'm a little critical and concerned, is it's really the base platform for artificial intelligence, right? To run deep learning to run things automatically because they have all the data in one place can create in one way. >>And that's where Oracle, I know that Ron talked about Invidia for a moment, but that's where Oracle doesn't have the strongest best story. Nonetheless, the two other main use cases of the lake house are very strong, very well only concern is four 50 terabyte sounds long. It's an arbitrary limitation. Yeah, sounds as big. So for the start, and it's the first word, they can make that bigger. You don't want your lake house to be limited and the terabyte sizes or any even petabyte size because you want to have the certainty. I can put everything in there that I think it might be relevant without knowing what questions to ask and query those questions. >>Yeah. And you know, in the early days of no schema on right, it just became a mess. But now technology has evolved to allow us to actually get more value out of that data. Data lake. Data swamp is, you know, not much more, more, more, more logical. But, and I want to get in, in a moment, I want to come back to how you think the competitors are gonna respond. Are they gonna have to sort of do a more of a converged approach? AWS in particular? But before I do, Ron, I want to ask you a question about autopilot because I heard Larry Ellison's keynote and he was talking about how, you know, most security issues are human errors with autonomy and autonomous database and things like autopilot. We take care of that. It's like autonomous vehicles, they're gonna be safer. And I went, well maybe, maybe someday. So Oracle really tries to emphasize this, that every time you see an announcement from Oracle, they talk about new, you know, autonomous capabilities. It, how legit is it? Do people care? What about, you know, what's new for heatwave Lakehouse? How much of a differentiator, Ron, do you really think autopilot is in this cloud database space? >>Yeah, I think it will definitely enhance the overall proposition. I don't think people are gonna buy, you know, lake house exclusively cause of autopilot capabilities, but when they look at the overall picture, I think it will be an added capability bonus to Oracle's benefit. And yeah, I think it's kind of one of these age old questions, how much do you automate and what is the bounce to strike? And I think we all understand with the automatic car, autonomous car analogy that there are limitations to being able to use that. However, I think it's a tool that basically every organization out there needs to at least have or at least evaluate because it goes to the point of it helps with ease of use, it helps make automation more balanced in terms of, you know, being able to test, all right, let's automate this process and see if it works well, then we can go on and switch on on autopilot for other processes. >>And then, you know, that allows, for example, the specialists to spend more time on business use cases versus, you know, manual maintenance of, of the cloud database and so forth. So I think that actually is a, a legitimate value proposition. I think it's just gonna be a case by case basis. Some organizations are gonna be more aggressive with putting automation throughout their processes throughout their organization. Others are gonna be more cautious. But it's gonna be, again, something that will help the overall Oracle proposition. And something that I think will be used with caution by many organizations, but other organizations are gonna like, hey, great, this is something that is really answering a real problem. And that is just easing the use of these databases, but also being able to better handle the automation capabilities and benefits that come with it without having, you know, a major screwup happened and the process of transitioning to more automated capabilities. >>Now, I didn't attend cloud world, it's just too many red eyes, you know, recently, so I passed. But one of the things I like to do at those events is talk to customers, you know, in the spirit of the truth, you know, they, you know, you'd have the hallway, you know, track and to talk to customers and they say, Hey, you know, here's the good, the bad and the ugly. So did you guys, did you talk to any customers my SQL Heatwave customers at, at cloud world? And and what did you learn? I don't know, Mark, did you, did you have any luck and, and having some, some private conversations? >>Yeah, I had quite a few private conversations. The one thing before I get to that, I want disagree with one point Ron made, I do believe there are customers out there buying the heat wave service, the MySEQ heat wave server service because of autopilot. Because autopilot is really revolutionary in many ways in the sense for the MySEQ developer in that it, it auto provisions, it auto parallel loads, IT auto data places it auto shape predictions. It can tell you what machine learning models are going to tell you, gonna give you your best results. And, and candidly, I've yet to meet a DBA who didn't wanna give up pedantic tasks that are pain in the kahoo, which they'd rather not do and if it's long as it was done right for them. So yes, I do think people are buying it because of autopilot and that's based on some of the conversations I had with customers at Oracle Cloud World. >>In fact, it was like, yeah, that's great, yeah, we get fantastic performance, but this really makes my life easier and I've yet to meet a DBA who didn't want to make their life easier. And it does. So yeah, I've talked to a few of them. They were excited. I asked them if they ran into any bugs, were there any difficulties in moving to it? And the answer was no. In both cases, it's interesting to note, my sequel is the most popular database on the planet. Well, some will argue that it's neck and neck with SQL Server, but if you add in Mariah DB and ProCon db, which are forks of MySQL, then yeah, by far and away it's the most popular. And as a result of that, everybody for the most part has typically a my sequel database somewhere in their organization. So this is a brilliant situation for anybody going after MyQ, but especially for heat wave. And the customers I talk to love it. I didn't find anybody complaining about it. And >>What about the migration? We talked about TCO earlier. Did your t does your TCO analysis include the migration cost or do you kind of conveniently leave that out or what? >>Well, when you look at migration costs, there are different kinds of migration costs. By the way, the worst job in the data center is the data migration manager. Forget it, no other job is as bad as that one. You get no attaboys for doing it. Right? And then when you screw up, oh boy. So in real terms, anything that can limit data migration is a good thing. And when you look at Data Lake, that limits data migration. So if you're already a MySEQ user, this is a pure MySQL as far as you're concerned. It's just a, a simple transition from one to the other. You may wanna make sure nothing broke and every you, all your tables are correct and your schema's, okay, but it's all the same. So it's a simple migration. So it's pretty much a non-event, right? When you migrate data from an O LTP to an O L A P, that's an ETL and that's gonna take time. >>But you don't have to do that with my SQL heat wave. So that's gone when you start talking about machine learning, again, you may have an etl, you may not, depending on the circumstances, but again, with my SQL heat wave, you don't, and you don't have duplicate storage, you don't have to copy it from one storage container to another to be able to be used in a different database, which by the way, ultimately adds much more cost than just the other service. So yeah, I looked at the migration and again, the users I talked to said it was a non-event. It was literally moving from one physical machine to another. If they had a new version of MySEQ running on something else and just wanted to migrate it over or just hook it up or just connect it to the data, it worked just fine. >>Okay, so every day it sounds like you guys feel, and we've certainly heard this, my colleague David Foyer, the semi-retired David Foyer was always very high on heatwave. So I think you knows got some real legitimacy here coming from a standing start, but I wanna talk about the competition, how they're likely to respond. I mean, if your AWS and you got heatwave is now in your cloud, so there's some good aspects of that. The database guys might not like that, but the infrastructure guys probably love it. Hey, more ways to sell, you know, EC two and graviton, but you're gonna, the database guys in AWS are gonna respond. They're gonna say, Hey, we got Redshift, we got aqua. What's your thoughts on, on not only how that's gonna resonate with customers, but I'm interested in what you guys think will a, I never say never about aws, you know, and are they gonna try to build, in your view a converged Oola and o LTP database? You know, Snowflake is taking an ecosystem approach. They've added in transactional capabilities to the portfolio so they're not standing still. What do you guys see in the competitive landscape in that regard going forward? Maybe Holger, you could start us off and anybody else who wants to can chime in, >>Happy to, you mentioned Snowflake last, we'll start there. I think Snowflake is imitating that strategy, right? That building out original data warehouse and the clouds tasking project to really proposition to have other data available there because AI is relevant for everybody. Ultimately people keep data in the cloud for ultimately running ai. So you see the same suite kind of like level strategy, it's gonna be a little harder because of the original positioning. How much would people know that you're doing other stuff? And I just, as a former developer manager of developers, I just don't see the speed at the moment happening at Snowflake to become really competitive to Oracle. On the flip side, putting my Oracle hat on for a moment back to you, Mark and Iran, right? What could Oracle still add? Because the, the big big things, right? The traditional chasms in the database world, they have built everything, right? >>So I, I really scratched my hat and gave Nipon a hard time at Cloud world say like, what could you be building? Destiny was very conservative. Let's get the Lakehouse thing done, it's gonna spring next year, right? And the AWS is really hard because AWS value proposition is these small innovation teams, right? That they build two pizza teams, which can be fit by two pizzas, not large teams, right? And you need suites to large teams to build these suites with lots of functionalities to make sure they work together. They're consistent, they have the same UX on the administration side, they can consume the same way, they have the same API registry, can't even stop going where the synergy comes to play over suite. So, so it's gonna be really, really hard for them to change that. But AWS super pragmatic. They're always by themselves that they'll listen to customers if they learn from customers suite as a proposition. I would not be surprised if AWS trying to bring things closer together, being morely together. >>Yeah. Well how about, can we talk about multicloud if, if, again, Oracle is very on on Oracle as you said before, but let's look forward, you know, half a year or a year. What do you think about Oracle's moves in, in multicloud in terms of what kind of penetration they're gonna have in the marketplace? You saw a lot of presentations at at cloud world, you know, we've looked pretty closely at the, the Microsoft Azure deal. I think that's really interesting. I've, I've called it a little bit of early days of a super cloud. What impact do you think this is gonna have on, on the marketplace? But, but both. And think about it within Oracle's customer base, I have no doubt they'll do great there. But what about beyond its existing install base? What do you guys think? >>Ryan, do you wanna jump on that? Go ahead. Go ahead Ryan. No, no, no, >>That's an excellent point. I think it aligns with what we've been talking about in terms of Lakehouse. I think Lake House will enable Oracle to pull more customers, more bicycle customers onto the Oracle platforms. And I think we're seeing all the signs pointing toward Oracle being able to make more inroads into the overall market. And that includes garnishing customers from the leaders in, in other words, because they are, you know, coming in as a innovator, a an alternative to, you know, the AWS proposition, the Google cloud proposition that they have less to lose and there's a result they can really drive the multi-cloud messaging to resonate with not only their existing customers, but also to be able to, to that question, Dave's posing actually garnish customers onto their platform. And, and that includes naturally my sequel but also OCI and so forth. So that's how I'm seeing this playing out. I think, you know, again, Oracle's reporting is indicating that, and I think what we saw, Oracle Cloud world is definitely validating the idea that Oracle can make more waves in the overall market in this regard. >>You know, I, I've floated this idea of Super cloud, it's kind of tongue in cheek, but, but there, I think there is some merit to it in terms of building on top of hyperscale infrastructure and abstracting some of the, that complexity. And one of the things that I'm most interested in is industry clouds and an Oracle acquisition of Cerner. I was struck by Larry Ellison's keynote, it was like, I don't know, an hour and a half and an hour and 15 minutes was focused on healthcare transformation. Well, >>So vertical, >>Right? And so, yeah, so you got Oracle's, you know, got some industry chops and you, and then you think about what they're building with, with not only oci, but then you got, you know, MyQ, you can now run in dedicated regions. You got ADB on on Exadata cloud to customer, you can put that OnPrem in in your data center and you look at what the other hyperscalers are, are doing. I I say other hyperscalers, I've always said Oracle's not really a hyperscaler, but they got a cloud so they're in the game. But you can't get, you know, big query OnPrem, you look at outposts, it's very limited in terms of, you know, the database support and again, that that will will evolve. But now you got Oracle's got, they announced Alloy, we can white label their cloud. So I'm interested in what you guys think about these moves, especially the industry cloud. We see, you know, Walmart is doing sort of their own cloud. You got Goldman Sachs doing a cloud. Do you, you guys, what do you think about that and what role does Oracle play? Any thoughts? >>Yeah, let me lemme jump on that for a moment. Now, especially with the MyQ, by making that available in multiple clouds, what they're doing is this follows the philosophy they've had the past with doing cloud, a customer taking the application and the data and putting it where the customer lives. If it's on premise, it's on premise. If it's in the cloud, it's in the cloud. By making the mice equal heat wave, essentially a plug compatible with any other mice equal as far as your, your database is concern and then giving you that integration with O L A P and ML and Data Lake and everything else, then what you've got is a compelling offering. You're making it easier for the customer to use. So I look the difference between MyQ and the Oracle database, MyQ is going to capture market more market share for them. >>You're not gonna find a lot of new users for the Oracle debate database. Yeah, there are always gonna be new users, don't get me wrong, but it's not gonna be a huge growth. Whereas my SQL heatwave is probably gonna be a major growth engine for Oracle going forward. Not just in their own cloud, but in AWS and in Azure and on premise over time that eventually it'll get there. It's not there now, but it will, they're doing the right thing on that basis. They're taking the services and when you talk about multicloud and making them available where the customer wants them, not forcing them to go where you want them, if that makes sense. And as far as where they're going in the future, I think they're gonna take a page outta what they've done with the Oracle database. They'll add things like JSON and XML and time series and spatial over time they'll make it a, a complete converged database like they did with the Oracle database. The difference being Oracle database will scale bigger and will have more transactions and be somewhat faster. And my SQL will be, for anyone who's not on the Oracle database, they're, they're not stupid, that's for sure. >>They've done Jason already. Right. But I give you that they could add graph and time series, right. Since eat with, Right, Right. Yeah, that's something absolutely right. That's, that's >>A sort of a logical move, right? >>Right. But that's, that's some kid ourselves, right? I mean has worked in Oracle's favor, right? 10 x 20 x, the amount of r and d, which is in the MyQ space, has been poured at trying to snatch workloads away from Oracle by starting with IBM 30 years ago, 20 years ago, Microsoft and, and, and, and didn't work, right? Database applications are extremely sticky when they run, you don't want to touch SIM and grow them, right? So that doesn't mean that heat phase is not an attractive offering, but it will be net new things, right? And what works in my SQL heat wave heat phases favor a little bit is it's not the massive enterprise applications which have like we the nails like, like you might be only running 30% or Oracle, but the connections and the interfaces into that is, is like 70, 80% of your enterprise. >>You take it out and it's like the spaghetti ball where you say, ah, no I really don't, don't want to do all that. Right? You don't, don't have that massive part with the equals heat phase sequel kind of like database which are more smaller tactical in comparison, but still I, I don't see them taking so much share. They will be growing because of a attractive value proposition quickly on the, the multi-cloud, right? I think it's not really multi-cloud. If you give people the chance to run your offering on different clouds, right? You can run it there. The multi-cloud advantages when the Uber offering comes out, which allows you to do things across those installations, right? I can migrate data, I can create data across something like Google has done with B query Omni, I can run predictive models or even make iron models in different place and distribute them, right? And Oracle is paving the road for that, but being available on these clouds. But the multi-cloud capability of database which knows I'm running on different clouds that is still yet to be built there. >>Yeah. And >>That the problem with >>That, that's the super cloud concept that I flowed and I I've always said kinda snowflake with a single global instance is sort of, you know, headed in that direction and maybe has a league. What's the issue with that mark? >>Yeah, the problem with the, with that version, the multi-cloud is clouds to charge egress fees. As long as they charge egress fees to move data between clouds, it's gonna make it very difficult to do a real multi-cloud implementation. Even Snowflake, which runs multi-cloud, has to pass out on the egress fees of their customer when data moves between clouds. And that's really expensive. I mean there, there is one customer I talked to who is beta testing for them, the MySQL heatwave and aws. The only reason they didn't want to do that until it was running on AWS is the egress fees were so great to move it to OCI that they couldn't afford it. Yeah. Egress fees are the big issue but, >>But Mark the, the point might be you might wanna root query and only get the results set back, right was much more tinier, which been the answer before for low latency between the class A problem, which we sometimes still have but mostly don't have. Right? And I think in general this with fees coming down based on the Oracle general E with fee move and it's very hard to justify those, right? But, but it's, it's not about moving data as a multi-cloud high value use case. It's about doing intelligent things with that data, right? Putting into other places, replicating it, what I'm saying the same thing what you said before, running remote queries on that, analyzing it, running AI on it, running AI models on that. That's the interesting thing. Cross administered in the same way. Taking things out, making sure compliance happens. Making sure when Ron says I don't want to be American anymore, I want to be in the European cloud that is gets migrated, right? So tho those are the interesting value use case which are really, really hard for enterprise to program hand by hand by developers and they would love to have out of the box and that's yet the innovation to come to, we have to come to see. But the first step to get there is that your software runs in multiple clouds and that's what Oracle's doing so well with my SQL >>Guys. Amazing. >>Go ahead. Yeah. >>Yeah. >>For example, >>Amazing amount of data knowledge and, and brain power in this market. Guys, I really want to thank you for coming on to the cube. Ron Holger. Mark, always a pleasure to have you on. Really appreciate your time. >>Well all the last names we're very happy for Romanic last and moderator. Thanks Dave for moderating us. All right, >>We'll see. We'll see you guys around. Safe travels to all and thank you for watching this power panel, The Truth About My SQL Heat Wave on the cube. Your leader in enterprise and emerging tech coverage.

Published Date : Nov 1 2022

SUMMARY :

Always a pleasure to have you on. I think you just saw him at Oracle Cloud World and he's come on to describe this is doing, you know, Google is, you know, we heard Google Cloud next recently, They own somewhere between 30 to 50% depending on who you read migrate from one cloud to another and suddenly you have a very compelling offer. All right, so thank you for that. And they certainly with the AI capabilities, And I believe strongly that long term it's gonna be ones who create better value for So I mean it's certainly, you know, when, when Oracle talks about the competitors, So what do you make of the benchmarks? say, Snowflake when it comes to, you know, the Lakehouse platform and threat to keep, you know, a customer in your own customer base. And oh, by the way, as you grow, And I know you look at this a lot, to insight, it doesn't improve all those things that you want out of a database or multiple databases So what about, I wonder ho if you could chime in on the developer angle. they don't have to license more things, send you to more trainings, have more risk of something not being delivered, all the needs of an enterprise to run certain application use cases. I mean I, you know, the rumor was the TK Thomas Curian left Oracle And I think, you know, to holder's point, I think that definitely lines But I agree with Mark, you know, the short term discounting is just a stall tag. testament to Oracle's ongoing ability to, you know, make the ecosystem Yeah, it's interesting when you get these all in one tools, you know, the Swiss Army knife, you expect that it's not able So when you say, yeah, their queries are much better against the lake house in You don't have to come to us to get these, these benefits, I mean the long term, you know, customers tend to migrate towards suite, but the new shiny bring the software to the data is of course interesting and unique and totally an Oracle issue in And the third one, lake house to be limited and the terabyte sizes or any even petabyte size because you want keynote and he was talking about how, you know, most security issues are human I don't think people are gonna buy, you know, lake house exclusively cause of And then, you know, that allows, for example, the specialists to And and what did you learn? The one thing before I get to that, I want disagree with And the customers I talk to love it. the migration cost or do you kind of conveniently leave that out or what? And when you look at Data Lake, that limits data migration. So that's gone when you start talking about So I think you knows got some real legitimacy here coming from a standing start, So you see the same And you need suites to large teams to build these suites with lots of functionalities You saw a lot of presentations at at cloud world, you know, we've looked pretty closely at Ryan, do you wanna jump on that? I think, you know, again, Oracle's reporting I think there is some merit to it in terms of building on top of hyperscale infrastructure and to customer, you can put that OnPrem in in your data center and you look at what the So I look the difference between MyQ and the Oracle database, MyQ is going to capture market They're taking the services and when you talk about multicloud and But I give you that they could add graph and time series, right. like, like you might be only running 30% or Oracle, but the connections and the interfaces into You take it out and it's like the spaghetti ball where you say, ah, no I really don't, global instance is sort of, you know, headed in that direction and maybe has a league. Yeah, the problem with the, with that version, the multi-cloud is clouds And I think in general this with fees coming down based on the Oracle general E with fee move Yeah. Guys, I really want to thank you for coming on to the cube. Well all the last names we're very happy for Romanic last and moderator. We'll see you guys around.

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Breaking Analysis: Even the Cloud Is Not Immune to the Seesaw Economy


 

>>From the Cube Studios in Palo Alto in Boston, bringing you data driven insights from the cube and etr. This is breaking analysis with Dave Ante. >>Have you ever been driving on the highway and traffic suddenly slows way down and then after a little while it picks up again and you're cruising along and you're thinking, Okay, hey, that was weird. But it's clear sailing now. Off we go, only to find out in a bit that the traffic is building up ahead again, forcing you to pump the brakes as the traffic pattern ebbs and flows well. Welcome to the Seesaw economy. The fed induced fire that prompted an unprecedented rally in tech is being purposefully extinguished now by that same fed. And virtually every sector of the tech industry is having to reset its expectations, including the cloud segment. Hello and welcome to this week's Wikibon Cube Insights powered by etr. In this breaking analysis will review the implications of the earnings announcements from the big three cloud players, Amazon, Microsoft, and Google who announced this week. >>And we'll update you on our quarterly IAS forecast and share the latest from ETR with a focus on cloud computing. Now, before we get into the new data, we wanna review something we shared with you on October 14th, just a couple weeks back, this is sort of a, we told you it was coming slide. It's an XY graph that shows ET R'S proprietary net score methodology on the vertical axis. That's a measure of spending momentum, spending velocity, and an overlap or presence in the dataset that's on the X axis. That's really a measure of pervasiveness. In the survey, the table, you see that table insert there that shows Wiki Bond's Q2 estimates of IAS revenue for the big four hyperscalers with their year on year growth rates. Now we told you at the time, this is data from the July TW 22 ETR survey and the ETR hadn't released its October survey results at that time. >>This was just a couple weeks ago. And while we couldn't share the specific data from the October survey, we were able to get a glimpse and we depicted the slowdown that we saw in the October data with those dotted arrows kind of down into the right, we said at the time that we were seeing and across the board slowdown even for the big three cloud vendors. Now, fast forward to this past week and we saw earnings releases from Alphabet, Microsoft, and just last night Amazon. Now you may be thinking, okay, big deal. The ETR survey data didn't really tell us anything we didn't already know. But judging from the negative reaction in the stock market to these earnings announcements, the degree of softness surprised a lot of investors. Now, at the time we didn't update our forecast, it doesn't make sense for us to do that when we're that close to earning season. >>And now that all the big three ha with all the big four with the exception of Alibaba have announced we've, we've updated. And so here's that data. This chart lays out our view of the IS and PAs worldwide revenue. Basically it's cloud infrastructure with an attempt to exclude any SaaS revenue so we can make an apples to apples comparison across all the clouds. Now the reason that actual is in quotes is because Microsoft and Google don't report IAS revenue, but they do give us clues and kind of directional commentary, which we then triangulate with other data that we have from the channel and ETR surveys and just our own intelligence. Now the second column there after the vendor name shows our previous estimates for q3, and then next to that we show our actuals. Same with the growth rates. And then we round out the chart with that lighter blue color highlights, the full year estimates for revenue and growth. >>So the key takeaways are that we shaved about $4 billion in revenue and roughly 300 basis points of growth off of our full year estimates. AWS had a strong July but exited Q3 in the mid 20% growth rate year over year. So we're using that guidance, you know, for our Q4 estimates. Azure came in below our earlier estimates, but Google actually exceeded our expectations. Now the compression in the numbers is in our view of function of the macro demand climate, we've made every attempt to adjust for constant currency. So FX should not be a factor in this data, but it's sure you know that that ma the the, the currency effects are weighing on those companies income statements. And so look, this is the fundamental dynamic of a cloud model where you can dial down consumption when you need to and dial it up when you need to. >>Now you may be thinking that many big cloud customers have a committed level of spending in order to get better discounts. And that's true. But what's happening we think is they'll reallocate that spend toward, let's say for example, lower cost storage tiers or they may take advantage of better price performance processors like Graviton for example. That is a clear trend that we're seeing and smaller companies that were perhaps paying by the drink just on demand, they're moving to reserve instance models to lower their monthly bill. So instead of taking the easy way out and just spending more companies are reallocating their reserve capacity toward lower cost. So those sort of lower cost services, so they're spending time and effort optimizing to get more for, for less whereas, or get more for the same is really how we should, should, should phrase it. Whereas during the pandemic, many companies were, you know, they perhaps were not as focused on doing that because business was booming and they had a response. >>So they just, you know, spend more dial it up. So in general, as they say, customers are are doing more with, with the same. Now let's look at the growth dynamic and spend some time on that. I think this is important. This data shows worldwide quarterly revenue growth rates back to Q1 2019 for the big four. So a couple of interesting things. The data tells us during the pandemic, you saw both AWS and Azure, but the law of large numbers and actually accelerate growth. AWS especially saw progressively increasing growth rates throughout 2021 for each quarter. Now that trend, as you can see is reversed in 2022 for aws. Now we saw Azure come down a bit, but it's still in the low forties in terms of percentage growth. While Google actually saw an uptick in growth this last quarter for GCP by our estimates as GCP is becoming an increasingly large portion of Google's overall cloud business. >>Now, unfortunately Google Cloud continues to lose north of 850 million per quarter, whereas AWS and Azure are profitable cloud businesses even though Alibaba is suffering its woes from China. And we'll see how they come in when they report in mid-November. The overall hyperscale market grew at 32% in Q3 in terms of worldwide revenue. So the slowdown isn't due to the repatriation or competition from on-prem vendors in our view, it's a macro related trend. And cloud will continue to significantly outperform other sectors despite its massive size. You know, on the repatriation point, it just still doesn't show up in the data. The A 16 Z article from Sarah Wong and Martin Martin Kasa claiming that repatriation was inevitable as a means to lower cost of good sold for SaaS companies. You know, while that was thought provoking, it hasn't shown up in the numbers. And if you read the financial statements of both AWS and its partners like Snowflake and you dig into the, to the, to the quarterly reports, you'll see little notes and comments with their ongoing negotiations to lower cloud costs for customers. >>AWS and no doubt execs at Azure and GCP understand that the lifetime value of a customer is worth much more than near term gross margin. And you can expect the cloud vendors to strike a balance between profitability, near term profitability anyway and customer attention. Now, even though Google Cloud platform saw accelerated growth, we need to put that in context for you. So GCP, by our estimate, has now crossed over the $3 billion for quarter market actually did so last quarter, but its growth rate accelerated to 42% this quarter. And so that's a good sign in our view. But let's do a quick little comparison with when AWS and Azure crossed the $3 billion mark and compare their growth rates at the time. So if you go back to to Q2 2016, as we're showing in this chart, that's around the time that AWS hit 3 billion per quarter and at the same time was growing at 58%. >>Azure by our estimates crossed that mark in Q4 2018 and at that time was growing at 67%. Again, compare that to Google's 42%. So one would expect Google's growth rate would be higher than its competitors at this point in the MO in the maturity of its cloud, which it's, you know, it's really not when you compared to to Azure. I mean they're kind of con, you know, comparable now but today, but, but you'll go back, you know, to that $3 billion mark. But more so looking at history, you'd like to see its growth rate at this point of a maturity model at least over 50%, which we don't believe it is. And one other point on this topic, you know, my business friend Matt Baker from Dell often says it's not a zero sum game, meaning there's plenty of opportunity exists to build value on top of hyperscalers. >>And I would totally agree it's not a dollar for dollar swap if you can continue to innovate. But history will show that the first company in makes the most money. Number two can do really well and number three tends to break even. Now maybe cloud is different because you have Microsoft software estate and the power behind that and that's driving its IAS business and Google ads are funding technology buildouts for, for for Google and gcp. So you know, we'll see how that plays out. But right now by this one measurement, Google is four years behind Microsoft in six years behind aws. Now to the point that cloud will continue to outpace other markets, let's, let's break this down a bit in spending terms and see why this claim holds water. This is data from ET r's latest October survey that shows the granularity of its net score or spending velocity metric. >>The lime green is new adoptions, so they're adding the platform, the forest green is spending more 6% or more. The gray bars spending is flat plus or minus, you know, 5%. The pinkish colors represent spending less down 6% or worse. And the bright red shows defections or churn of the platform. You subtract the reds from the greens and you get what's called net score, which is that blue dot that you can see on each of the bars. So what you see in the table insert is that all three have net scores above 40%, which is a highly elevated measure. Microsoft's net scores above 60% AWS well into the fifties and GCP in the mid forties. So all good. Now what's happening with all three is more customers are keep keeping their spending flat. So a higher percentage of customers are saying, our spending is now flat than it was in previous quarters and that's what's accounting for the compression. >>But the churn of all three, even gcp, which we reported, you know, last quarter from last quarter survey was was five x. The other two is actually very low in the single digits. So that might have been an anomaly. So that's a very good sign in our view. You know, again, customers aren't repatriating in droves, it's just not a trend that we would bet on, maybe makes for a FUD or you know, good marketing head, but it's just not a big deal. And you can't help but be impressed with both Microsoft and AWS's performance in the survey. And as we mentioned before, these companies aren't going to give up customers to try and preserve a little bit of gross margin. They'll do what it takes to keep people on their platforms cuz they'll make up for it over time with added services and improved offerings. >>Now, once these companies acquire a customer, they'll be very aggressive about keeping them. So customers take note, you have negotiating leverage, so use it. Okay, let's look at another cut at the cloud market from the ETR data set. Here's the two dimensional view, again, it's back, it's one of our favorites. Net score or spending momentum plotted against presence. And the data set, that's the x axis net score on the, on the vertical axis, this is a view of et r's cloud computing sector sector. You can see we put that magic 40% dotted red line in the table showing and, and then that the table inserts shows how the data are plotted with net score against presence. I e n in the survey, notably only the big three are above the 40% line of the names that we're showing here. The oth there, there are others. >>I mean if you put Snowflake on there, it'd be higher than any of these names, but we'll dig into that name in a later breaking analysis episode. Now this is just another way of quantifying the dominance of AWS and Azure, not only relative to Google, but the other cloud platforms out there. So we've, we've taken the opportunity here to plot IBM and Oracle, which both own a public cloud. Their performance is largely a reflection of them migrating their install bases to their respective public clouds and or hybrid clouds. And you know, that's fine, they're in the game. That's a point that we've made, you know, a number of times they're able to make it through the cloud, not whole and they at least have one, but they simply don't have the business momentum of AWS and Azure, which is actually quite impressive because AWS and Azure are now as large or larger than IBM and Oracle. >>And to show this type of continued growth that that that Azure and AWS show at their size is quite remarkable and customers are starting to recognize the viability of on-prem hi, you know, hybrid clouds like HPE GreenLake and Dell's apex. You know, you may say, well that's not cloud, but if the customer thinks it is and it was reporting in the survey that it is, we're gonna continue to report this view. You know, I don't know what's happening with H P E, They had a big down tick this quarter and I, and I don't read too much into that because their end is still pretty small at 53. So big fluctuations are not uncommon with those types of smaller ends, but it's over 50. So, you know, we did notice a a a negative within a giant public and private sector, which is often a, a bellwether giant public private is big public companies and large private companies like, like a Mars for example. >>So it, you know, it looks like for HPE it could be an outlier. We saw within the Fortune 1000 HPE E'S cloud looked actually really good and it had good spending momentum in that sector. When you di dig into the industry data within ETR dataset, obviously we're not showing that here, but we'll continue to monitor that. Okay, so where's this Leave us. Well look, this is really a tactical story of currency and macro headwinds as you can see. You know, we've laid out some of the points on this slide. The action in the stock market today, which is Friday after some of the soft earnings reports is really robust. You know, we'll see how it ends up in the day. So maybe this is a sign that the worst is over, but we don't think so. The visibility from tech companies is murky right now as most are guiding down, which indicates that their conservative outlook last quarter was still too optimistic. >>But as it relates to cloud, that platform is not going anywhere anytime soon. Sure, there are potential disruptors on the horizon, especially at the edge, but we're still a long ways off from, from the possibility that a new economic model emerges from the edge to disrupt the cloud and the opportunities in the cloud remain strong. I mean, what other path is there? Really private cloud. It was kind of a bandaid until the on-prem guys could get their a as a service models rolled out, which is just now happening. The hybrid thing is real, but it's, you know, defensive for the incumbents until they can get their super cloud investments going. Super cloud implying, capturing value above the hyperscaler CapEx, you know, call it what you want multi what multi-cloud should have been, the metacloud, the Uber cloud, whatever you like. But there are opportunities to play offense and that's clearly happening in the cloud ecosystem with the likes of Snowflake, Mongo, Hashi Corp. >>Hammer Spaces is a startup in this area. Aviatrix, CrowdStrike, Zeke Scaler, Okta, many, many more. And even the projects we see coming out of enterprise players like Dell, like with Project Alpine and what Pure Storage is doing along with a number of other of the backup vendors. So Q4 should be really interesting, but the real story is the investments that that companies are making now to leverage the cloud for digital transformations will be paying off down the road. This is not 1999. We had, you know, May might have had some good ideas and admittedly at a lot of bad ones too, but you didn't have the infrastructure to service customers at a low enough cost like you do today. The cloud is that infrastructure and so far it's been transformative, but it's likely the best is yet to come. Okay, let's call this a rap. >>Many thanks to Alex Morrison who does production and manages the podcast. Also Can Schiffman is our newest edition to the Boston Studio. Kristin Martin and Cheryl Knight helped get the word out on social media and in our newsletters. And Rob Ho is our editor in chief over@siliconangle.com, who does some wonderful editing for us. Thank you. Remember, all these episodes are available as podcasts. Wherever you listen, just search breaking analysis podcast. I publish each week on wiki bond.com at silicon angle.com. And you can email me at David dot valante@siliconangle.com or DM me at Dante or comment on my LinkedIn posts. And please do checkout etr.ai. They got the best survey data in the enterprise tech business. This is Dave Valante for the Cube Insights powered by etr. Thanks for watching and we'll see you next time on breaking analysis.

Published Date : Oct 29 2022

SUMMARY :

From the Cube Studios in Palo Alto in Boston, bringing you data driven insights from Have you ever been driving on the highway and traffic suddenly slows way down and then after In the survey, the table, you see that table insert there that Now, at the time we didn't update our forecast, it doesn't make sense for us And now that all the big three ha with all the big four with the exception of Alibaba have announced So we're using that guidance, you know, for our Q4 estimates. Whereas during the pandemic, many companies were, you know, they perhaps were not as focused So they just, you know, spend more dial it up. So the slowdown isn't due to the repatriation or And you can expect the cloud And one other point on this topic, you know, my business friend Matt Baker from Dell often says it's not a And I would totally agree it's not a dollar for dollar swap if you can continue to So what you see in the table insert is that all three have net scores But the churn of all three, even gcp, which we reported, you know, And the data set, that's the x axis net score on the, That's a point that we've made, you know, a number of times they're able to make it through the cloud, the viability of on-prem hi, you know, hybrid clouds like HPE GreenLake and Dell's So it, you know, it looks like for HPE it could be an outlier. off from, from the possibility that a new economic model emerges from the edge to And even the projects we see coming out of enterprise And you can email me at David dot valante@siliconangle.com or DM me at Dante

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Day 2 Keynote Analysis & Wrap | KubeCon + CloudNativeCon NA 2022


 

>>Set restaurants. And who says TEUs had got a little ass more skin in the game for us, in charge of his destiny? You guys are excited. Robert Worship is Chief Alumni. >>My name is Dave Ante, and I'm a long time industry analyst. So when you're as old as I am, you've seen a lot of transitions. Everybody talks about industry cycles and waves. I've seen many, many waves. Met a lot of industry executives and of a little bit of a, an industry historian. When you interview many thousands of people, probably five or 6,000 people as I have over the last half of a decade, you get to interact with a lot of people's knowledge and you begin to develop patterns. And so that's sort of what I bring is, is an ability to catalyze the conversation and, you know, share that knowledge with others in the community. Our philosophy is everybody's expert at something. Everybody's passionate about something and has real deep knowledge about that's something well, we wanna focus in on that area and extract that knowledge and share it with our communities. This is Dave Ante. Thanks for watching the Cube. >>Hello everyone and welcome back to the Cube where we are streaming live this week from CubeCon. I am Savannah Peterson and I am joined by an absolutely stellar lineup of cube brilliance this afternoon. To my left, a familiar face, Lisa Martin. Lisa, how you feeling? End of day two. >>Excellent. It was so much fun today. The buzz started yesterday, the momentum, the swell, and we only heard even more greatness today. >>Yeah, yeah, abs, absolutely. You know, I, I sometimes think we've hit an energy cliff, but it feels like the energy is just >>Continuous. Well, I think we're gonna, we're gonna slide right into tomorrow. >>Yeah, me too. I love it. And we've got two fantastic analysts with us today, Sarge and Keith. Thank you both for joining us. We feel so lucky today. >>Great being back on. >>Thanks for having us. Yeah, Yeah. It's nice to have you back on the show. We were, had you yesterday, but I miss hosting with you. It's been a while. >>It has been a while. We haven't done anything in since, Since pre >>Pandemic, right? Yeah, I think you're >>Right. Four times there >>Be four times back in the day. >>We, I always enjoy whole thing, Lisa, cuz she's so well prepared. I don't have to do any research when I come >>Home. >>Lisa will bring up some, Oh, sorry. Jeep, I see that in 2008 you won this award for Yeah. Being just excellent and I, I'm like, Oh >>Yeah. All right Keith. So, >>So did you do his analysis? >>Yeah, it's all done. Yeah. Great. He only part, he's not sitting next to me too. We can't see it, so it's gonna be like a magic crystal bell. Right. So a lot of people here. You got some stats in terms of the attendees compared >>To last year? Yeah, Priyanka told us we were double last year up to 8,000. We also got the scoop earlier that 2023 is gonna be in Chicago, which is very exciting. >>Oh, that is, is nice. Yeah, >>We got to break that here. >>Excellent. Keith, talk to us about what some of the things are that you've seen the last couple of days. The momentum. What's the vibe? I saw your tweet about the top three things you were being asked. Kubernetes was not one of them. >>Kubernetes were, was not one of 'em. This conference is starting to, it, it still feels very different than a vendor conference. The keynote is kind of, you know, kind of all over the place talking about projects, but the hallway track has been, you know, I've, this is maybe my fifth or sixth CU con in person. And the hallway track is different. It's less about projects and more about how, how do we adjust to the enterprise? How do we Yes. Actually do enterprise things. And it has been amazing watching this community grow. I'm gonna say grow up and mature. Yes. You know, you know, they're not wearing ties yet, but they are definitely understanding kind of the, the friction of implementing new technology in, in an enterprise. >>Yeah. So ge what's your, what's been your take, We were with you yesterday. What's been the take today to take aways? >>NOMA has changed since yesterday, but a few things I think I, I missed talking about that yesterday were that, first of all, let's just talk about Amazon. Amazon earnings came out, it spooked the market and I think it's relevant in this context as well, because they're number one cloud provider. Yeah. And all, I mean, almost all of these technologies on the back of us here, they are related to cloud, right? So it will have some impact on these. Like we have to analyze that. Like will it make the open source go faster or slower in, in lieu of the fact that the, the cloud growth is slowing. Right? So that's, that's one thing that's put that's put that aside. I've been thinking about the, the future of Kubernetes. What is the future of Kubernetes? And in that context, I was thinking like, you know, I think in, when I put a pointer there, I think in tangents, like, what else is around this thing? So I think CN CNCF has been writing the success of Kubernetes. They are, that was their number one flagship project, if you will. And it was mature enough to stand on its own. It it was Google, it's Google's Borg dub da Kubernetes. It's a genericized version of that. Right? So folks who do tech deep down, they know that, Right. So I think it's easier to stand with a solid, you know, project. But when the newer projects come in, then your medal will get tested at cncf. Right. >>And cncf, I mean they've got over 140 projects Yeah. Right now. So there's definitely much beyond >>Kubernetes. Yeah. So they, I have numbers there. 18 graduated, right, 37 in incubation and then 81 in Sandbox stage. They have three stages, right. So it's, they have a lot to chew on and the more they take on, the less, you know, quality you get goes into it. Who is, who's putting the money behind it? Which vendors are sponsoring like cncf, like how they're getting funded up. I think it >>Something I pay attention to as well. Yeah. Yeah. Lisa, I know you've got >>Some insight. Those are the things I was thinking about today. >>I gotta ask you, what's your take on what Keith said? Are you also seeing the maturation of the enterprise here at at coupon? >>Yes, I am actually, when you say enterprise versus what's the other side? Startups, right? Yeah. So startups start using open source a lot more earlier or lot more than enterprises. The enterprise is what they need. Number one thing is the, for their production workloads, they want a vendor sporting them. I said that yesterday as well, right? So it depend depending on the size of the enterprise. If you're a big shop, definitely if you have one of the 500 or Fortune five hundreds and your tech savvy shop, then you can absorb the open source directly coming from the open source sort of universe right. Coming to you. But if you are the second tier of enterprise, you want to go to a provider which is managed service provider, or it can be cloud service provider in this case. Yep. Most of the cloud service providers have multiple versions of Kubernetes, for example. >>I'm not talking about Kubernetes only, but like, but that is one example, right? So at Amazon you can get five different flavors of Kubernetes, right? Fully manage, have, manage all kind of stuff. So people don't have bandwidth to manage that stuff locally. You have to patch it, you have to roll in the new, you know, updates and all that stuff. Like, it's a lot of work for many. So CNCF actually is formed for that reason. Like the, the charter is to bring the quality to open source. Like in other companies they have the release process and they, the stringent guidelines and QA and all that stuff. So is is something ready for production? That's the question when it comes to any software, right? So they do that kind of work and, and, and they have these buckets defined at high level, but it needs more >>Work. Yeah. So one of the things that, you know, kind of stood out to me, I have good friend in the community, Alex Ellis, who does open Fast. It's a serverless platform, great platform. Two years ago or in 2019, there was a serverless day date. And in serverless day you had K Native, you had Open Pass, you had Ws, which is supported by IBM completely, not CNCF platforms. K native came into the CNCF full when Google donated the project a few months ago or a couple of years ago, now all of a sudden there's a K native day. Yes. Not a serverless day, it's a K native day. And I asked the, the CNCF event folks like, what happened to Serverless Day? I missed having open at serverless day. And you know, they, they came out and said, you know what, K native got big enough. >>They came in and I think Red Hat and Google wanted to sponsor a K native day. So serverless day went away. So I think what what I'm interested in and over the next couple of years is, is they're gonna be pushback from the C against the cncf. Is the CNCF now too big? Is it now the gatekeeper for do I have to be one of those 147 projects, right? In order enough to get my project noticed the open, fast, great project. I don't think Al Alex has any desire to have his project hosted by cncf, but it probably deserves, you know, shoulder left recognition with that. So I'm pushing to happen to say, okay, if this is open community, this is open source. If CNC is the place to have the cloud native conversation, what about the projects that's not cncf? Like how do we have that conversation when we don't have the power of a Google right. Or a, or a Lenox, et cetera, or a Lenox Foundation. So GE what, >>What are your thoughts on that? Is, is CNC too big? >>I don't think it's too big. I think it's too small to handle the, what we are doing in open source, right? So it's a bottle. It can become a bottleneck. Okay. I think too big in a way that yeah, it has, it has, it has power from that point of view. It has that cloud, if you will. The people listen to it. If it's CNCF project or this must be good, it's like in, in incubators. Like if you are y white Combinator, you know, company, it must be good. You know, I mean, may not be >>True, but, >>Oh, I think there's a bold assumption there though. I mean, I think everyone's just trying to do the best they can. And when we're evaluating projects, a very different origin and background, it's incredibly hard. Very c and staff is a staff of 30 people. They've got 180,000 people that are contributing to these projects and a thousand maintainers that they're trying to uphold. I think the challenge is actually really great. And to me, I actually look at events as an illustration of, you know, what's the culture and the health of an organization. If I were to evaluate CNCF based on that, I'd say we're very healthy right now. I would say that we're in a good spot. There's a lot of momentum. >>Yeah. I, I think CNCF is very healthy. I'm, I'm appreciative for it being here. I love coupon. It's becoming the, the facto conference to have this conversation has >>A totally >>Different vibe to other, It's a totally different vibe. Yeah. There needs to be a conduit and truth be told, enterprise buyers, to subject's point, this is something that we do absolutely agree on, on enterprise buyers. We want someone to pick winners and losers. We do, we, we don't want a box of Lego dumped on our, the middle of our table. We want somebody to have sorted that out. So while there may be five or six different service mesh solutions, at least the cncf, I can go there and say, Oh, I'll pick between the three or four that are most popular. And it, it's a place to curate. But I think with that curation comes the other side of it. Of how do we, how, you know, without the big corporate sponsor, how do I get my project pushed up? Right? Elevated. Elevated, Yep. And, and put onto the show floor. You know, another way that projects get noticed is that startups will adopt them, Push them. They may not even be, I don't, my CNCF project may not, my product may not even be based on the CNCF product. But the new stack has a booth, Ford has a booth. Nothing to do with a individual prod up, but promoting open source. What happens when you're not sponsored? >>I gotta ask you guys, what do you disagree on? >>Oh, so what, what do we disagree on? So I'm of the mindset, I can, I can say this, I I believe hybrid infrastructure is the future of it. Bar none. If I built my infrastructure, if I built my application in the cloud 10 years ago and I'm still building net new applications, I have stuff that I built 10 years ago that looks a lot like on-prem, what do I do with it? I can't modernize it cuz I don't have the developers to do it. I need to stick that somewhere. And where I'm going to stick that at is probably a hybrid infrastructure. So colo, I'm not gonna go back to the data center, but I'm, I'm gonna look, pick up something that looks very much like the data center and I'm saying embrace that it's the future. And if you're Boeing and you have, and Boeing is a member, cncf, that's a whole nother topic. If you have as 400 s, hpu X, et cetera, stick that stuff. Colo, build new stuff, but, and, and continue to support OpenStack, et cetera, et cetera. Because that's the future. Hybrid is the future. >>And sub g agree, disagree. >>I okay. Hybrid. Nobody can deny that the hybrid is the reality, not the future. It's a reality right now. It's, it's a necessity right now you can't do without it. Right. And okay, hybrid is very relative term. You can be like 10% here, 90% still hybrid, right? So the data center is shrinking and it will keep shrinking. Right? And >>So if by whole is the data center shrinking? >>This is where >>Quick one quick getting guys for it. How is growing by a clip? Yeah, but there's no data supporting. David Lym just came out for a report I think last year that showed that the data center is holding steady, holding steady, not growing, but not shrinking. >>Who sponsored that study? Wait, hold on. So the, that's a question, right? So more than 1 million data centers have been closed. I have, I can dig that through number through somebody like some organizations we published that maybe they're cloud, you know, people only. So the, when you get these kind of statements like it, it can be very skewed statements, right. But if you have seen the, the scene out there, which you have, I know, but I have also seen a lot of data centers walk the floor of, you know, a hundred thousand servers in a data center. I cannot imagine us consuming the infrastructure the way we were going into the future of co Okay. With, with one caveat actually. I am not big fan of like broad strokes. Like make a blanket statement. Oh no, data center's dead. Or if you are, >>That's how you get those esty headlines now. Yeah, I know. >>I'm all about to >>Put a stake in the ground. >>Actually. The, I think that you get more intelligence from the new end, right? A small little details if you will. If you're golden gold manak or Bank of America, you have so many data centers and you will still have data centers because performance matters to you, right? Your late latency matters for applications. But if you are even a Fortune 500 company on the lower end and or a healthcare vertical, right? That your situation is different. If you are a high, you know, growth startup, your situation is different, right? You will be a hundred percent cloud. So cloud gives you velocity, the, the, the pace of change, the pace of experimentation that actually you are buying innovation through cloud. It's proxy for innovation. And that's how I see it. But if you have, if you're stuck with older applications, I totally understand. >>Yeah. So the >>We need that OnPrem. Yeah, >>Well I think the, the bring your fuel sober, what we agree is that cloud is the place where innovation happens. Okay? At some point innovation becomes legacy debt and you have thus hybrid, you are not going to keep your old applications up to date forever. The, the, the math just doesn't add up. And where I differ in opinion is that not everyone needs innovation to keep moving. They need innovation for a period of time and then they need steady state. So Sergeant, we >>Argue about this. I have a, I >>Love this debate though. I say it's efficiency and stability also plays an important role. I see exactly what you're talking about. No, it's >>Great. I have a counter to that. Let me tell you >>Why. Let's >>Hear it. Because if you look at the storage only, right? Just storage. Just take storage computer network for, for a minute. There three cost reps in, in infrastructure, right? So storage earlier, early on there was one tier of storage. You say pay the same price, then now there are like five storage tiers, right? What I'm trying to say is the market sets the price, the market will tell you where this whole thing will go, but I know their margins are high in cloud, 20 plus percent and margin will shrink as, as we go forward. That means the, the cloud will become cheaper relative to on-prem. It, it, in some cases it's already cheaper. But even if it's a stable workload, even in that case, we will have a lower tier of service. I mean, you, you can't argue with me that the cloud versus your data center, they are on the same tier of services. Like cloud is a better, you know, product than your data center. Hands off. >>I love it. We, we are gonna relish in the debates between the two of you. Mic drops. The energy is great. I love it. Perspective. It's not like any of us can quite see through the crystal ball that we have very informed opinions, which is super exciting. Yeah. Lisa, any last thoughts today? >>Just love, I love the debate as well. That, and that's, that's part of what being in this community is all about. So sharing about, sharing opinions, expressing opinions. That's how it grows. That's how, that's how we innovate. Yeah. Obviously we need the cloud, but that's how we innovate. That's how we grow. Yeah. And we've seen that demonstrated the last couple days and I and your, your takes here on the Cuban on Twitter. Brilliant. >>Thank you. I absolutely love it. I'm gonna close this out with a really important analysis on the swag of the show. Yes. And if you know, yesterday we were looking at what is the weirdest swag or most unique swag We had that bucket hat that took the grand prize. Today we're gonna focus on something that's actually quite cool. A lot of the vendors here have really dedicated their swag to being local to Detroit. Very specific in their sourcing. Sonotype here has COOs. They're beautiful. You can't quite feel this flannel, but it's very legit hand sound here in Michigan. I can't say that I've been to too many conferences, if any, where there was this kind of commitment to localizing and sourcing swag from around the corner. We also see this with the Intel booth. They've got screen printers out here doing custom hoodies on spot. >>Oh fun. They're even like appropriately sized. They had local artists do these designs and if you're like me and you care about what's on your wrist, you're familiar with Shinola. This is one of my favorite swags that's available. There is a contest. Oh going on. Hello here. Yeah, so if you are Atan, make sure that you go and check this out. The we, I talked about this on the show. We've had the founder on the show or the CEO and yeah, I mean Shine is just full of class as since we are in Detroit as well. One of the fun themes is cars. >>Yes. >>And Storm Forge, who are also on the show, is actually giving away an Aston Martin, which is very exciting. Not exactly manufactured in Detroit. However, still very cool on the car front and >>The double oh seven version named the best I >>Know in the sixties. It's love it. It's very cool. Two quick last things. We talk about it a lot on the show. Every company now wants to be a software company. Yep. On that vein, and keeping up with my hat theme, the Home Depot is here because they want everybody to know that they in fact are a technology company, which is very cool. They have over 500,000 employees. You can imagine there's a lot of technology that has to go into keeping Napa. Absolutely. Yep. Wild to think about. And then last, but not at least very quick, rapid fire, best t-shirt contest. If you've ever ran to one of these events, there are a ton of T-shirts out there. I rate them on two things. Wittiest line and softness. If you combine the two, you'll really be our grand champion for the year. I'm just gonna hold these up and set them down for your laughs. Not afraid to commit, which is pretty great. This is another one designed by locals here. Detroit Code City. Oh, love it. This one made me chuckle the most. Kiss my cash. >>Oh, that's >>Good. These are also really nice and soft, which is fantastic. Also high on the softness category is this Op Sarah one. I also like their bird logo. These guys, there's just, you know, just real nice touch. So unfortunately, if you have the fumble, you're not here with us, live in Detroit. At least you're gonna get taste of the swag. I taste of the stories and some smiles hear from those of us on the cube. Thank you both so much for being here with us. Lisa, thanks for another fabulous day. Got it, girl. My name's Savannah Peterson. Thank you for joining us from Detroit. We're the cube and we can't wait to see you tomorrow.

Published Date : Oct 28 2022

SUMMARY :

And who says TEUs had got a little ass more skin in the game for as I have over the last half of a decade, you get to interact with a lot of people's knowledge Lisa, how you feeling? It was so much fun today. but it feels like the energy is just Thank you both for joining us. It's nice to have you back on the show. We haven't done anything in since, Since pre Right. I don't have to do any research when I come Jeep, I see that in 2008 you won this award You got some stats in terms of the attendees compared We also got the scoop earlier Oh, that is, is nice. What's the vibe? You know, you know, they're not wearing ties yet, but they are definitely understanding kind What's been the take today I was thinking like, you know, I think in, when I put a pointer So there's definitely much the less, you know, quality you get goes into it. Something I pay attention to as well. Those are the things I was thinking about today. So it depend depending on the size of the enterprise. You have to patch it, you have to roll in the new, I have good friend in the community, Alex Ellis, who does open Fast. If CNC is the place to have the cloud native conversation, what about the projects that's Like if you are y white Combinator, you know, I actually look at events as an illustration of, you know, what's the culture and the health of an organization. I love coupon. I don't, my CNCF project may not, my product may not even be based on the CNCF I can't modernize it cuz I don't have the developers to do it. So the data How is growing by a clip? the floor of, you know, a hundred thousand servers in a data center. That's how you get those esty headlines now. So cloud gives you velocity, the, the, We need that OnPrem. hybrid, you are not going to keep your old applications up to date forever. I have a, I I see exactly what you're talking about. I have a counter to that. Like cloud is a better, you know, It's not like any of us can quite see through the crystal ball that we have Just love, I love the debate as well. And if you know, yesterday we were looking at what is the weirdest swag or most unique like me and you care about what's on your wrist, you're familiar with Shinola. And Storm Forge, who are also on the show, is actually giving away an Aston Martin, If you combine the two, you'll really be our grand champion for We're the cube and we can't wait to see you tomorrow.

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Platform9, Cloud Native at Scale


 

>>Hello, welcome to the Cube here in Palo Alto, California for a special presentation on Cloud native at scale, enabling super cloud modern applications with Platform nine. I'm John Furr, your host of The Cube. We had a great lineup of three interviews we're streaming today. Meor Ma Makowski, who's the co-founder and VP of Product of Platform nine. She's gonna go into detail around Arlon, the open source products, and also the value of what this means for infrastructure as code and for cloud native at scale. Bickley the chief architect of Platform nine Cube alumni. Going back to the OpenStack days. He's gonna go into why Arlon, why this infrastructure as code implication, what it means for customers and the implications in the open source community and where that value is. Really great wide ranging conversation there. And of course, Vascar, Gort, the CEO of Platform nine, is gonna talk with me about his views on Super Cloud and why Platform nine has a scalable solutions to bring cloudnative at scale. So enjoy the program. See you soon. Hello everyone. Welcome to the cube here in Palo Alto, California for special program on cloud native at scale, enabling next generation cloud or super cloud for modern application cloud native developers. I'm John Furry, host of the Cube. A pleasure to have here, me Makoski, co-founder and VP of product at Platform nine. Thanks for coming in today for this Cloudnative at scale conversation. Thank >>You for having me. >>So Cloudnative at scale, something that we're talking about because we're seeing the, the next level of mainstream success of containers Kubernetes and cloud native develop, basically DevOps in the C I C D pipeline. It's changing the landscape of infrastructure as code, it's accelerating the value proposition and the super cloud as we call it, has been getting a lot of traction because this next generation cloud is looking a lot different, but kind of the same as the first generation. What's your view on super cloud as it fits to cloud native as scales up? >>Yeah, you know, I think what's interesting, and I think the reason why Super Cloud is a really good, in a really fit term for this, and I think, I know my CEO was chatting with you as well, and he was mentioning this as well, but I think there needs to be a different term than just multi-cloud or cloud. And the reason is because as cloud native and cloud deployments have scaled, I think we've reached a point now where instead of having the traditional data center style model where you have a few large distributions of infrastructure and workload at a few locations, I think the model is kind of flipped around, right? Where you have a large number of microsites, these microsites could be your public cloud deployment, your private on-prem infrastructure deployments, or it could be your edge environment, right? And every single enterprise, every single industry is moving in that direction. And so you gotta rougher that with a terminology that, that, that indicates the scale and complexity of it. And so I think supercloud is a, is an appropriate term for that. >>So you brought a couple of things I want to dig into. You mentioned edge nodes. We're seeing not only edge nodes being the next kind of area of innovation, mainly because it's just popping up everywhere. And that's just the beginning. Wouldn't even know what's around the corner. You got buildings, you got iot, ot, and IT kind of coming together, but you also got this idea of regions, global infras infrastructures, big part of it. I just saw some news around CloudFlare shutting down a site here. There's policies being made at scale, These new challenges there. Can you share because you can have edge. So hybrid cloud is a winning formula. Everybody knows that it's a steady state. Yeah. But across multiple clouds brings in this new un engineered area, yet it hasn't been done yet. Spanning clouds. People say they're doing it, but you start to see the toe in the water, it's happening, it's gonna happen. It's only gonna get accelerated with the edge and beyond globally. So I have to ask you, what is the technical challenges in doing this? Because there's something business consequences as well, but there are technical challenges. Can you share your view on what the technical challenges are for the super cloud or across multiple edges and regions? >>Yeah, absolutely. So I think, you know, in in the context of this, the, this, this term of super cloud, I think it's sometimes easier to visualize things in terms of two access, right? I think on one end you can think of the scale in terms of just pure number of nodes that you have deploy a number of clusters in the Kubernetes space. And then on the other axis you would have your distribution factor, right? Which is, do you have these tens of thousands of nodes in one site or do you have them distributed across tens of thousands of sites with one node at each site? Right? And if you have just one flavor of this, there is enough complexity, but potentially manageable. But when you are expanding on both these access, you really get to a point where that scale really needs some well thought out, well structured solutions to address it, right? A combination of homegrown tooling along with your, you know, favorite distribution of Kubernetes is not a strategy that can help you in this environment. It may help you when you have one of this or when you, when you scale, is not at the level. >>Can you scope the complexity? Because I mean, I hear a lot of moving parts going on there, the technology's also getting better. We we're seeing cloud native become successful. There's a lot to configure, there's a lot to install. Can you scope the scale of the problem? Because we're talking about at scale Yep. Challenges here. Yeah, >>Absolutely. And I think, you know, I I like to call it, you know, the, the, the problem that the scale creates, you know, there's various problems, but I think one, one problem, one way to think about it is, is, you know, it works on my cluster problem, right? So I, you know, I come from engineering background and there's a, you know, there's a famous saying between engineers and QA and the support folks, right? Which is, it works on my laptop, which is I tested this chain, everything was fantastic, it worked flawlessly on my machine, on production, It's not working. The exact same problem now happens and these distributed environments, but at massive scale, right? Which is that, you know, developers test their applications, et cetera within the sanctity of their sandbox environments. But once you expose that change in the wild world of your production deployment, right? >>And the production deployment could be going at the radio cell tower at the edge location where a cluster is running there, or it could be sending, you know, these applications and having them run at my customer site where they might not have configured that cluster exactly the same way as I configured it, or they configured the cluster, right? But maybe they didn't deploy the security policies, or they didn't deploy the other infrastructure plugins that my app relies on. All of these various factors are their own layer of complexity. And there really isn't a simple way to solve that today. And that is just, you know, one example of an issue that happens. I think another, you know, whole new ball game of issues come in the context of security, right? Because when you are deploying applications at scale in a distributed manner, you gotta make sure someone's job is on the line to ensure that the right security policies are enforced regardless of that scale factor. So I think that's another example of problems that occur. >>Okay. So I have to ask about scale, because there are a lot of multiple steps involved when you see the success of cloud native. You know, you see some, you know, some experimentation. They set up a cluster, say it's containers and Kubernetes, and then you say, Okay, we got this, we can figure it. And then they do it again and again, they call it day two. Some people call it day one, day two operation, whatever you call it. Once you get past the first initial thing, then you gotta scale it. Then you're seeing security breaches, you're seeing configuration errors. This seems to be where the hotspot is in when companies transition from, I got this to, Oh no, it's harder than I thought at scale. Can you share your reaction to that and how you see this playing out? >>Yeah, so, you know, I think it's interesting. There's multiple problems that occur when, you know, the two factors of scale, as we talked about, start expanding. I think one of them is what I like to call the, you know, it, it works fine on my cluster problem, which is back in, when I was a developer, we used to call this, it works on my laptop problem, which is, you know, you have your perfectly written code that is operating just fine on your machine, your sandbox environment. But the moment it runs production, it comes back with p zeros and pos from support teams, et cetera. And those issues can be really difficult to triage us, right? And so in the Kubernetes environment, this problem kind of multi folds, it goes, you know, escalates to a higher degree because you have your sandbox developer environments, they have their clusters and things work perfectly fine in those clusters because these clusters are typically handcrafted or a combination of some scripting and handcrafting. >>And so as you give that change to then run at your production edge location, like say your radio cell tower site, or you hand it over to a customer to run it on their cluster, they might not have not have configured that cluster exactly how you did, or they might not have configured some of the infrastructure plugins. And so the things don't work. And when things don't work, triaging them becomes nightmarishly hard, right? It's just one of the examples of the problem, another whole bucket of issues is security, which is, is you have these distributed clusters at scale, you gotta ensure someone's job is on the line to make sure that these security policies are configured properly. >>So this is a huge problem. I love that comment. That's not not happening on my system. It's the classic, you know, debugging mentality. Yeah. But at scale it's hard to do that with error prone. I can see that being a problem. And you guys have a solution you're launching. Can you share what Arlon is this new product? What is it all about? Talk about this new introduction. >>Yeah, absolutely. Very, very excited. You know, it's one of the projects that we've been working on for some time now because we are very passionate about this problem and just solving problems at scale in on-prem or at in the cloud or at edge environments. And what arlon is, it's an open source project, and it is a tool, it's a Kubernetes native tool for complete end to end management of not just your clusters, but your clusters. All of the infrastructure that goes within and along the site of those clusters, security policies, your middleware, plug-ins, and finally your applications. So what our LA you do in a nutshell is in a declarative way, it lets you handle the configuration and management of all of these components in at scale. >>So what's the elevator pitch simply put for what dissolves in, in terms of the chaos you guys are reigning in, what's the, what's the bumper sticker? Yeah, what >>Would it do? There's a perfect analogy that I love to reference in this context, which is think of your assembly line, you know, in a traditional, let's say, you know, an auto manufacturing factory or et cetera, and the level of efficiency at scale that that assembly line brings, right? Our line, and if you look at the logo we've designed, it's this funny little robot. And it's because when we think of online, we think of these enterprise large scale environments, you know, sprawling at scale, creating chaos because there isn't necessarily a well thought through, well structured solution that's similar to an assembly line, which is taking each component, you know, addressing them, manufacturing, processing them in a standardized way, then handing to the next stage. But again, it gets, you know, processed in a standardized way. And that's what arlon really does. That's like the deliver pitch. If you have problems of scale of managing your infrastructure, you know, that is distributed. Arlon brings the assembly line level of efficiency and consistency for >>Those. So keeping it smooth, the assembly on things are flowing. See c i CD pipe pipelining. Exactly. So that's what you're trying to simplify that ops piece for the developer. I mean, it's not really ops, it's their ops, it's coding. >>Yeah. Not just developer, the ops, the operations folks as well, right? Because developers, you know, there is, developers are responsible for one picture of that layer, which is my apps, and then maybe that middleware of applications that they interface with, but then they hand it over to someone else who's then responsible to ensure that these apps are secure properly, that they are logging, logs are being collected properly, monitoring and observability integrated. And so it solves problems for both >>Those teams. Yeah. It's DevOps. So the DevOps is the cloud needed developer's. That's right. The option teams have to kind of set policies. Is that where the declarative piece comes in? Is that why that's important? >>Absolutely. Yeah. And, and, and, and you know, ES really in introduced or elevated this declarative management, right? Because, you know, s clusters are Yeah. Or your, yeah, you know, specifications of components that go in Kubernetes are defined a declarative way, and Kubernetes always keeps that state consistent with your defined state. But when you go outside of that world of a single cluster, and when you actually talk about defining the clusters or defining everything that's around it, there really isn't a solution that does that today. And so Arlon addresses that problem at the heart of it, and it does that using existing open source well known solutions. >>And do I want to get into the benefits? What's in it for me as the customer developer? But I want to finish this out real quick and get your thoughts. You mentioned open source. Why open source? What's the, what's the current state of the product? You run the product group over at Platform nine, is it open source? And you guys have a product that's commercial? Can you explain the open source dynamic? And first of all, why open source? Yeah. And what is the consumption? I mean, open source is great, People want open source, they can download it, look up the code, but maybe wanna buy the commercial. So I'm assuming you have that thought through, can you share open source and commercial relationship? >>Yeah, I think, you know, starting with why open source? I think it's, you know, we as a company, we have, you know, one of the things that's absolutely critical to us is that we take mainstream open source technologies components and then we, you know, make them available to our customers at scale through either a SaaS model or on-prem model, right? But, so as we are a company or startup or a company that benefits, you know, in a massive way by this open source economy, it's only right, I think in my mind that we do our part of the duty, right? And contribute back to the community that feeds us. And so, you know, we have always held that strongly as one of our principles. And we have, you know, created and built independent products starting all the way with fision, which was a serverless product, you know, that we had built to various other, you know, examples that I can give. But that's one of the main reasons why opensource and also open source, because we want the community to really firsthand engage with us on this problem, which is very difficult to achieve if your product is behind a wall, you know, behind, behind a block box. >>Well, and that's, that's what the developers want too. And what we're seeing in reporting with Super Cloud is the new model of consumption is I wanna look at the code and see what's in there. That's right. And then also, if I want to use it, I'll do it. Great. That's open source, that's the value. But then at the end of the day, if I wanna move fast, that's when people buy in. So it's a new kind of freemium, I guess, business model. I guess that's the way that long. But that's, that's the benefit. Open source. This is why standards and open source is growing so fast. You have that confluence of, you know, a way for developers to try before they buy, but also actually kind of date the application, if you will. We, you know, Adrian Karo uses the dating met metaphor, you know, Hey, you know, I wanna check it out first before I get married. Right? And that's what open source, So this is the new, this is how people are selling. This is not just open source, this is how companies are selling. >>Absolutely. Yeah. Yeah. You know, I think, and you know, two things. I think one is just, you know, this, this, this cloud native space is so vast that if you, if you're building a close flow solution, sometimes there's also a risk that it may not apply to every single enterprises use cases. And so having it open source gives them an opportunity to extend it, expand it, to make it proper to their use case if they choose to do so, right? But at the same time, what's also critical to us is we are able to provide a supported version of it with an SLA that we, you know, that's backed by us, a SAS hosted version of it as well, for those customers who choose to go that route, you know, once they have used the open source version and loved it and want to take it at scale and in production and need, need, need a partner to collaborate with, who can, you know, support them for that production >>Environment. I have to ask you now, let's get into what's in it for the customer. I'm a customer. Yep. Why should I be enthused about Arla? What's in it for me? You know? Cause if I'm not enthused about it, I'm not gonna be confident and it's gonna be hard for me to get behind this. Can you share your enthusiastic view of, you know, why I should be enthused about Arlo? I'm a >>Customer. Yeah, absolutely. And so, and there's multiple, you know, enterprises that we talk to, many of them, you know, our customers, where this is a very kind of typical story that you hear, which is we have, you know, a Kubernetes distribution. It could be on premise, it could be public clouds, native Kubernetes, and then we have our C I C D pipelines that are automating the deployment of applications, et cetera. And then there's this gray zone. And the gray zone is well before you can you, your CS c D pipelines can deploy the apps. Somebody needs to do all of that groundwork of, you know, defining those clusters and yeah. You know, properly configuring them. And as these things, these things start by being done hand grown. And then as the, as you scale, what typically enterprises would do today is they will have their home homegrown DIY solutions for this. >>I mean, the number of folks that I talk to that have built Terra from automation, and then, you know, some of those key developers leave. So it's a typical open source or typical, you know, DIY challenge. And the reason that they're writing it themselves is not because they want to. I mean, of course technology is always interesting to everybody, but it's because they can't find a solution that's out there that perfectly fits the problem. And so that's that pitch. I think Ops FICO would be delighted. The folks that we've talk, you know, spoken with, have been absolutely excited and have, you know, shared that this is a major challenge we have today because we have, you know, few hundreds of clusters on ecos Amazon, and we wanna scale them to few thousands, but we don't think we are ready to do that. And this will give us the >>Ability to, Yeah, I think people are scared. Not sc I won't say scare, that's a bad word. Maybe I should say that they feel nervous because, you know, at scale small mistakes can become large mistakes. This is something that is concerning to enterprises. And, and I think this is gonna come up at co con this year where enterprises are gonna say, Okay, I need to see SLAs. I wanna see track record, I wanna see other companies that have used it. Yeah. How would you answer that question to, or, or challenge, you know, Hey, I love this, but is there any guarantees? Is there any, what's the SLAs? I'm an enterprise, I got tight, you know, I love the open source trying to free fast and loose, but I need hardened code. >>Yeah, absolutely. So, so two parts to that, right? One is Arlan leverages existing open source components, products that are extremely popular. Two specifically. One is Arlan uses Argo cd, which is probably one of the highest and used CD open source tools that's out there. Right's created by folks that are as part of into team now, you know, really brilliant team. And it's used at scale across enterprises. That's one. Second is Alon also makes use of Cluster api cappi, which is a Kubernetes sub-component, right? For lifecycle management of clusters. So there is enough of, you know, community users, et cetera, around these two products, right? Or, or, or open source projects that will find Arlan to be right up in their alley because they're already comfortable, familiar with Argo cd. Now Arlan just extends the scope of what City can do. And so that's one. And then the second part is going back to a point of the comfort. And that's where, you know, platform line has a role to play, which is when you are ready to deploy online at scale, because you've been, you know, playing with it in your DEF test environments, you're happy with what you get with it, then Platform nine will stand behind it and provide that >>Sla. And what's been the reaction from customers you've talked to Platform nine customers with, with that are familiar with, with Argo and then rlo? What's been some of the feedback? >>Yeah, I, I think the feedback's been fantastic. I mean, I can give you examples of customers where, you know, initially, you know, when you are, when you're telling them about your entire portfolio of solutions, it might not strike a card right away. But then we start talking about Arlan and, and we talk about the fact that it uses Argo adn, they start opening up, they say, We have standardized on Argo and we have built these components, homegrown, we would be very interested. Can we co-develop? Does it support these use cases? So we've had that kind of validation. We've had validation all the way at the beginning of our land before we even wrote a single line of code saying this is something we plan on doing. And the customer said, If you had it today, I would've purchased it. So it's been really great validation. >>All right. So next question is, what is the solution to the customer? If I asked you, Look it, I have, I'm so busy, my team's overworked. I got a skills gap. I don't need another project that's, I'm so tied up right now and I'm just chasing my tail. How does Platform nine help me? >>Yeah, absolutely. So I think, you know, one of the core tenets of Platform nine has always been been that we try to bring that public cloud like simplicity by hosting, you know, this in a lot of such similar tools in a SaaS hosted manner for our customers, right? So our goal behind doing that is taking away or trying to take away all of that complexity from customers' hands and offloading it to our hands, right? And giving them that full white glove treatment, as we call it. And so from a customer's perspective, one, something like arlon will integrate with what they have so they don't have to rip and replace anything. In fact, it will, even in the next versions, it may even discover your clusters that you have today and you know, give you an inventory. And that will, >>So if customers have clusters that are growing, that's a sign correct call you guys. >>Absolutely. Either they're, they have massive large clusters, right? That they wanna split into smaller clusters, but they're not comfortable doing that today, or they've done that already on say, public cloud or otherwise. And now they have management challenges. So >>Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and reconfigure Yep. And or scale out. >>That's right. Exactly. And >>You provide that layer of policy. >>Absolutely. >>Yes. That's the key value here. >>That's right. >>So policy based configuration for cluster scale up, >>Well profile and policy based declarative configuration and lifecycle management for clusters. >>If I asked you how this enables supercloud, what would you say to that? >>I think this is one of the key ingredients to super cloud, right? If you think about a super cloud environment, there's at least few key ingredients that that come to my mind that are really critical. Like they are, you know, life saving ingredients at that scale. One is having a really good strategy for managing that scale, you know, in a, going back to assembly line in a very consistent, predictable way so that our lot solves then you, you need to compliment that with the right kind of observability and monitoring tools at scale, right? Because ultimately issues are gonna happen and you're gonna have to figure out, you know, how to solve them fast. And arlon by the way, also helps in that direction, but you also need observability tools. And then especially if you're running it on the public cloud, you need some cost management tools. In my mind, these three things are like the most necessary ingredients to make Super Cloud successful. And you know, our alarm fills in >>One. Okay. So now the next level is, Okay, that makes sense. Is under the covers kind of speak under the hood. Yeah. How does that impact the app developers and the cloud native modern application workflows? Because the impact to me, seems the apps are gonna be impacted. Are they gonna be faster, stronger? I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? >>Yeah, the impact is that your apps are more likely to operate in production the way you expect them to, because the right checks and balances have gone through, and any discrepancies have been identified prior to those apps, prior to your customer running into them, right? Because developers run into this challenge to their, where there's a split responsibility, right? I'm responsible for my code, I'm responsible for some of these other plugins, but I don't own the stack end to end. I have to rely on my ops counterpart to do their part, right? And so this really gives them, you know, the right tooling for that. >>So this is actually a great kind of relevant point, you know, as cloud becomes more scalable, you're starting to see this fragmentation gone of the days of the full stack developer to the more specialized role. But this is a key point, and I have to ask you because if this RLO solution takes place, as you say, and the apps are gonna be stupid, they're designed to do, the question is, what did does the current pain look like of the apps breaking? What does the signals to the customer Yeah. That they should be calling you guys up into implementing Arlo, Argo and, and all the other goodness to automate? What are some of the signals? Is it downtime? Is it, is it failed apps, Is it latency? What are some of the things that Yeah, absolutely would be indications of things are effed up a little bit. Yeah. >>More frequent down times, down times that are, that take longer to triage. And so you are, you know, the, you know, your mean times on resolution, et cetera, are escalating or growing larger, right? Like we have environments of customers where they're, they have a number of folks on in the field that have to take these apps and run them at customer sites. And that's one of our partners. And they're extremely interested in this because they're the, the rate of failures they're encountering for this, you know, the field when they're running these apps on site, because the field is automating their clusters that are running on sites using their own script. So these are the kinds of challenges, and those are the pain points, which is, you know, if you're looking to reduce your meantime to resolution, if you're looking to reduce the number of failures that occur on your production site, that's one. And second, if you are looking to manage these at scale environments with a relatively small, focused, nimble ops team, which has an immediate impact on your budget. So those are, those are the signals. >>This is the cloud native at scale situation, the innovation going on. Final thought is your reaction to the idea that if the world goes digital, which it is, and the confluence of physical and digital coming together, and cloud continues to do its thing, the company becomes the application, not where it used to be supporting the business, you know, the back office and the maybe terminals and some PCs and handhelds. Now if technology's running, the business is the business. Yeah. Company's the application. Yeah. So it can't be down. So there's a lot of pressure on, on CSOs and CIOs now and boards is saying, How is technology driving the top line revenue? That's the number one conversation. Yep. Do you see that same thing? >>Yeah. It's interesting. I think there's multiple pressures at the CXO CIO level, right? One is that there needs to be that visibility and clarity and guarantee almost that, you know, that the, the technology that's, you know, that's gonna drive your top line is gonna drive that in a consistent, reliable, predictable manner. And then second, there is the constant pressure to do that while always lowering your costs of doing it, right? Especially when you're talking about, let's say retailers or those kinds of large scale vendors, they many times make money by lowering the amount that they spend on, you know, providing those goods to their end customers. So I think those, both those factors kind of come into play and the solution to all of them is usually in a very structured strategy around automation. >>Final question. What does cloudnative at scale look like to you? If all the things happen the way we want 'em to happen, The magic wand, the magic dust, what does it look like? >>What that looks like to me is a CIO sipping at his desk on coffee production is running absolutely smooth. And his, he's running that at a nimble, nimble team size of at the most, a handful of folks that are just looking after things, but things are >>Just taking care of the CIO doesn't exist. There's no ciso, they're at the beach. >>Yep. >>Thank you for coming on, sharing the cloud native at scale here on the cube. Thank you for your time. >>Fantastic. Thanks for >>Having me. Okay. I'm John Fur here for special program presentation, special programming cloud native at scale, enabling super cloud modern applications with Platform nine. Thanks for watching. Welcome back everyone to the special presentation of cloud native at scale, the cube and platform nine special presentation going in and digging into the next generation super cloud infrastructure as code and the future of application development. We're here with Bickley, who's the chief architect and co-founder of Platform nine Pick. Great to see you Cube alumni. We, we met at an OpenStack event in about eight years ago, or later, earlier when OpenStack was going. Great to see you and great to see congratulations on the success of platform nine. >>Thank you very much. >>Yeah. You guys have been at this for a while and this is really the, the, the year we're seeing the, the crossover of Kubernetes because of what happens with containers. Everyone now has realized, and you've seen what Docker's doing with the new docker, the open source Docker now just the success Exactly. Of containerization, right? And now the Kubernetes layer that we've been working on for years is coming, bearing fruit. This is huge. >>Exactly. Yes. >>And so as infrastructures code comes in, we talked to Bacar talking about Super Cloud, I met her about, you know, the new Arlon, our, our lawn, and you guys just launched the infrastructures code is going to another level, and then it's always been DevOps infrastructures code. That's been the ethos that's been like from day one, developers just code. Then you saw the rise of serverless and you see now multi-cloud or on the horizon, connect the dots for us. What is the state of infrastructure as code today? >>So I think, I think I'm, I'm glad you mentioned it, everybody or most people know about infrastructures code. But with Kubernetes, I think that project has evolved at the concept even further. And these dates, it's infrastructure is configuration, right? So, which is an evolution of infrastructure as code. So instead of telling the system, here's how I want my infrastructure by telling it, you know, do step A, B, C, and D instead with Kubernetes, you can describe your desired state declaratively using things called manifest resources. And then the system kind of magically figures it out and tries to converge the state towards the one that you specified. So I think it's, it's a even better version of infrastructures code. >>Yeah. And that really means it's developer just accessing resources. Okay. That declare, Okay, give me some compute, stand me up some, turn the lights on, turn 'em off, turn 'em on. That's kind of where we see this going. And I like the configuration piece. Some people say composability, I mean now with open source so popular, you don't have to have to write a lot of code, this code being developed. And so it's into integration, it's configuration. These are areas that we're starting to see computer science principles around automation, machine learning, assisting open source. Cuz you got a lot of code that's right in hearing software, supply chain issues. So infrastructure as code has to factor in these new dynamics. Can you share your opinion on these new dynamics of, as open source grows, the glue layers, the configurations, the integration, what are the core issues? >>I think one of the major core issues is with all that power comes complexity, right? So, you know, despite its expressive power systems like Kubernetes and declarative APIs let you express a lot of complicated and complex stacks, right? But you're dealing with hundreds if not thousands of these yamo files or resources. And so I think, you know, the emergence of systems and layers to help you manage that complexity is becoming a key challenge and opportunity in, in this space. >>That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is a new breed. The trend of SaaS companies moving our consumer comp consumer-like thinking into the enterprise has been happening for a long time, but now more than ever, you're seeing it the old way used to be solve complexity with more complexity and then lock the customer in. Now with open source, it's speed, simplification and integration, right? These are the new dynamic power dynamics for developers. Yeah. So as companies are starting to now deploy and look at Kubernetes, what are the things that need to be in place? Because you have some, I won't say technical debt, but maybe some shortcuts, some scripts here that make it look like infrastructure is code. People have done some things to simulate or or make infrastructure as code happen. Yes. But to do it at scale Yes. Is harder. What's your take on this? What's your view? >>It's hard because there's a per proliferation of methods, tools, technologies. So for example, today it's very common for DevOps and platform engineering tools, I mean, sorry, teams to have to deploy a large number of Kubernetes clusters, but then apply the applications and configurations on top of those clusters. And they're using a wide range of tools to do this, right? For example, maybe Ansible or Terraform or bash scripts to bring up the infrastructure and then the clusters. And then they may use a different set of tools such as Argo CD or other tools to apply configurations and applications on top of the clusters. So you have this sprawl of tools. You, you also have this sprawl of configurations and files because the more objects you're dealing with, the more resources you have to manage. And there's a risk of drift that people call that where, you know, you think you have things under control, but some people from various teams will make changes here and there and then before the end of the day systems break and you have no idea of tracking them. So I think there's real need to kind of unify, simplify, and try to solve these problems using a smaller, more unified set of tools and methodologies. And that's something that we try to do with this new project. Arlon. >>Yeah. So, so we're gonna get into Arlan in a second. I wanna get into the why Arlon. You guys announced that at AR GoCon, which was put on here in Silicon Valley at the, at the community meeting by in two, they had their own little day over there at their headquarters. But before we get there, vascar, your CEO came on and he talked about Super Cloud at our in AAL event. What's your definition of super cloud? If you had to kind of explain that to someone at a cocktail party or someone in the industry technical, how would you look at the super cloud trend that's emerging? It's become a thing. What's your, what would be your contribution to that definition or the narrative? >>Well, it's, it's, it's funny because I've actually heard of the term for the first time today, speaking to you earlier today. But I think based on what you said, I I already get kind of some of the, the gist and the, the main concepts. It seems like super cloud, the way I interpret that is, you know, clouds and infrastructure, programmable infrastructure, all of those things are becoming commodity in a way. And everyone's got their own flavor, but there's a real opportunity for people to solve real business problems by perhaps trying to abstract away, you know, all of those various implementations and then building better abstractions that are perhaps business or applications specific to help companies and businesses solve real business problems. >>Yeah, I remember that's a great, great definition. I remember, not to date myself, but back in the old days, you know, IBM had a proprietary network operating system, so of deck for the mini computer vendors, deck net and SNA respectively. But T C P I P came out of the osi, the open systems interconnect and remember, ethernet beat token ring out. So not to get all nerdy for all the young kids out there, look, just look up token ring, you'll see, you've probably never heard of it. It's IBM's, you know, connection for the internet at the, the layer two is Amazon, the ethernet, right? So if T C P I P could be the Kubernetes and the container abstraction that made the industry completely change at that point in history. So at every major inflection point where there's been serious industry change and wealth creation and business value, there's been an abstraction Yes. Somewhere. Yes. What's your reaction to that? >>I think this is, I think a saying that's been heard many times in this industry and, and I forgot who originated it, but I think that the saying goes like, there's no problem that can't be solved with another layer of indirection, right? And we've seen this over and over and over again where Amazon and its peers have inserted this layer that has simplified, you know, computing and, and infrastructure management. And I believe this trend is going to continue, right? The next set of problems are going to be solved with these insertions of additional abstraction layers. I think that that's really a, yeah, it's gonna >>Continue. It's interesting. I just, when I wrote another post today on LinkedIn called the Silicon Wars AMD stock is down arm has been on a rise. We remember pointing for many years now that arm's gonna be hugely, it has become true. If you look at the success of the infrastructure as a service layer across the clouds, Azure, aws, Amazon's clearly way ahead of everybody. The stuff that they're doing with the silicon and the physics and the, the atoms, the pro, you know, this is where the innovation, they're going so deep and so strong at ISAs, the more that they get that gets come on, they have more performance. So if you're an app developer, wouldn't you want the best performance and you'd wanna have the best abstraction layer that gives you the most ability to do infrastructures, code or infrastructure for configuration, for provisioning, for managing services. And you're seeing that today with service MeSHs, a lot of action going on in the service mesh area in in this community of, of co con, which will be a covering. So that brings up the whole what's next? You guys just announced our lawn at Argo Con, which came out of Intuit. We've had Mariana Tessel at our super cloud event. She's the cto, you know, they're all in the cloud. So they contributed that project. Where did Arlon come from? What was the origination? What's the purpose? Why our lawn, why this announcement? >>Yeah, so the, the inception of the project, this was the result of us realizing that problem that we spoke about earlier, which is complexity, right? With all of this, these clouds, these infrastructure, all the variations around and, you know, compute storage networks and the proliferation of tools we talked about the Ansibles and Terraforms and Kubernetes itself. You can, you can think of that as another tool, right? We saw a need to solve that complexity problem, and especially for people and users who use Kubernetes at scale. So when you have, you know, hundreds of clusters, thousands of applications, thousands of users spread out over many, many locations, there, there needs to be a system that helps simplify that management, right? So that means fewer tools, more expressive ways of describing the state that you want and more consistency. And, and that's why, you know, we built our lawn and we built it recognizing that many of these problems or sub problems have already been solved. So Arlon doesn't try to reinvent the wheel, it instead rests on the shoulders of several giants, right? So for example, Kubernetes is one building block, GI ops, and Argo CD is another one, which provides a very structured way of applying configuration. And then we have projects like cluster API and cross plane, which provide APIs for describing infrastructure. So arlon takes all of those building blocks and builds a thin layer, which gives users a very expressive way of defining configuration and desired state. So that's, that's kind of the inception of, And >>What's the benefit of that? What does that give the, what does that give the developer, the user, in this case, >>The developers, the, the platform engineer, team members, the DevOps engineers, they get a a ways to provision not just infrastructure and clusters, but also applications and configurations. They get a way, a system for provisioning, configuring, deploying, and doing life cycle management in a, in a much simpler way. Okay. Especially as I said, if you're dealing with a large number of applications. >>So it's like an operating fabric, if you will. Yes. For them. Okay, so let's get into what that means for up above and below the the, this abstraction or thin layer below as the infrastructure. We talked a lot about what's going on below that. Yeah. Above our workloads. At the end of the day, you know, I talk to CXOs and IT folks that are now DevOps engineers. They care about the workloads and they want the infrastructures code to work. They wanna spend their time getting in the weeds, figuring out what happened when someone made a push that that happened or something happened. They need observability and they need to, to know that it's working. That's right. And is my workloads running effectively? So how do you guys look at the workload side of it? Cuz now you have multiple workloads on these fabric, >>Right? So workloads, so Kubernetes has defined kind of a standard way to describe workloads and you can, you know, tell Kubernetes, I want to run this container this particular way, or you can use other projects that are in the Kubernetes cloud native ecosystem like K native, where you can express your application in more at a higher level, right? But what's also happening is in addition to the workloads, DevOps and platform engineering teams, they need to very often deploy the applications with the clusters themselves. Clusters are becoming this commodity. It's, it's becoming this host for the application and it kind of comes bundled with it. In many cases it is like an appliance, right? So DevOps teams have to provision clusters at a really incredible rate and they need to tear them down. Clusters are becoming more, >>It's kinda like an EC two instance, spin up a cluster. We very, people used words like that. That's >>Right. And before arlon you kind of had to do all of that using a different set of tools as, as I explained. So with Armon you can kind of express everything together. You can say I want a cluster with a health monitoring stack and a logging stack and this ingress controller and I want these applications and these security policies. You can describe all of that using something we call a profile. And then you can stamp out your app, your applications and your clusters and manage them in a very, so >>Essentially standard creates a mechanism. Exactly. Standardized, declarative kind of configurations. And it's like a playbook. You deploy it. Now what's there is between say a script like I'm, I have scripts, I could just automate scripts >>Or yes, this is where that declarative API and infrastructures configuration comes in, right? Because scripts, yes you can automate scripts, but the order in which they run matters, right? They can break, things can break in the middle and, and sometimes you need to debug them. Whereas the declarative way is much more expressive and powerful. You just tell the system what you want and then the system kind of figures it out. And there are these things about controllers which will in the background reconcile all the state to converge towards your desire. It's a much more powerful, expressive and reliable way of getting things done. >>So infrastructure has configuration is built kind of on, it's as super set of infrastructures code because it's >>An evolution. >>You need edge's code, but then you can configure the code by just saying do it. You basically declaring and saying Go, go do that. That's right. Okay, so, alright, so cloud native at scale, take me through your vision of what that means. Someone says, Hey, what does cloud native at scale mean? What's success look like? How does it roll out in the future as you, not future next couple years? I mean people are now starting to figure out, okay, it's not as easy as it sounds. Could be nice, it has value. We're gonna hear this year coan a lot of this. What does cloud native at scale >>Mean? Yeah, there are different interpretations, but if you ask me, when people think of scale, they think of a large number of deployments, right? Geographies, many, you know, supporting thousands or tens or millions of, of users there, there's that aspect to scale. There's also an equally important a aspect of scale, which is also something that we try to address with Arran. And that is just complexity for the people operating this or configuring this, right? So in order to describe that desired state and in order to perform things like maybe upgrades or updates on a very large scale, you want the humans behind that to be able to express and direct the system to do that in, in relatively simple terms, right? And so we want the tools and the abstractions and the mechanisms available to the user to be as powerful but as simple as possible. So there's, I think there's gonna be a number and there have been a number of CNCF and cloud native projects that are trying to attack that complexity problem as well. And Arlon kind of falls in in that >>Category. Okay, so I'll put you on the spot road that CubeCon coming up and obviously this will be shipping this segment series out before. What do you expect to see at Coan this year? What's the big story this year? What's the, what's the most important thing happening? Is it in the open source community and also within a lot of the, the people jogging for leadership. I know there's a lot of projects and still there's some white space in the overall systems map about the different areas get run time and there's ability in all these different areas. What's the, where's the action? Where, where's the smoke? Where's the fire? Where's the piece? Where's the tension? >>Yeah, so I think one thing that has been happening over the past couple of cons and I expect to continue and, and that is the, the word on the street is Kubernetes is getting boring, right? Which is good, right? >>Boring means simple. >>Well, well >>Maybe, >>Yeah, >>Invisible, >>No drama, right? So, so the, the rate of change of the Kubernetes features and, and all that has slowed but in, in a, in a positive way. But there's still a general sentiment and feeling that there's just too much stuff. If you look at a stack necessary for hosting applications based on Kubernetes, there are just still too many moving parts, too many components, right? Too much complexity. I go, I keep going back to the complexity problem. So I expect Cube Con and all the vendors and the players and the startups and the people there to continue to focus on that complexity problem and introduce further simplifications to, to the stack. >>Yeah. Vic, you've had an storied career, VMware over decades with them obviously in 12 years with 14 years or something like that. Big number co-founder here at Platform. Now you guys have been around for a while at this game. We, man, we talked about OpenStack, that project you, we interviewed at one of their events. So OpenStack was the beginning of that, this new revolution. And I remember the early days it was, it wasn't supposed to be an alternative to Amazon, but it was a way to do more cloud cloud native. I think we had a cloud ERO team at that time. We would to joke we, you know, about, about the dream. It's happening now, now at Platform nine. You guys have been doing this for a while. What's the, what are you most excited about as the chief architect? What did you guys double down on? What did you guys tr pivot from or two, did you do any pivots? Did you extend out certain areas? Cuz you guys are in a good position right now, a lot of DNA in Cloud native. What are you most excited about and what does Platform nine bring to the table for customers and for people in the industry watching this? >>Yeah, so I think our mission really hasn't changed over the years, right? It's been always about taking complex open source software because open source software, it's powerful. It solves new problems, you know, every year and you have new things coming out all the time, right? OpenStack was an example when the Kubernetes took the world by storm. But there's always that complexity of, you know, just configuring it, deploying it, running it, operating it. And our mission has always been that we will take all that complexity and just make it, you know, easy for users to consume regardless of the technology, right? So the successor to Kubernetes, you know, I don't have a crystal ball, but you know, you have some indications that people are coming up of new and simpler ways of running applications. There are many projects around there who knows what's coming next year or the year after that. But platform will a, platform nine will be there and we will, you know, take the innovations from the the community. We will contribute our own innovations and make all of those things very consumable to customers. >>Simpler, faster, cheaper. Exactly. Always a good business model technically to make that happen. Yes. Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into the scale. Final question before we depart this segment. What is at scale, how many clusters do you see that would be a watermark for an at scale conversation around an enterprise? Is it workloads we're looking at or, or clusters? How would you, Yeah, how would you describe that? When people try to squint through and evaluate what's a scale, what's the at scale kind of threshold? >>Yeah. And, and the number of clusters doesn't tell the whole story because clusters can be small in terms of the number of nodes or they can be large. But roughly speaking when we say, you know, large scale cluster deployments, we're talking about maybe hundreds, two thousands. >>Yeah. And final final question, what's the role of the hyperscalers? You got AWS continuing to do well, but they got their core ias, they got a PAs, they're not too too much putting a SaaS out there. They have some SaaS apps, but mostly it's the ecosystem. They have marketplaces doing over $2 billion billions of transactions a year and, and it's just like, just sitting there. It hasn't really, they're now innovating on it, but that's gonna change ecosystems. What's the role the cloud play in the cloud native of its scale? >>The, the hyperscalers, >>Yeahs Azure, Google. >>You mean from a business perspective? Yeah, they're, they have their own interests that, you know, that they're, they will keep catering to, they, they will continue to find ways to lock their users into their ecosystem of services and, and APIs. So I don't think that's gonna change, right? They're just gonna keep, >>Well they got great I performance, I mean from a, from a hardware standpoint, yes, that's gonna be key, right? >>Yes. I think the, the move from X 86 being the dominant way and platform to run workloads is changing, right? That, that, that, that, and I think the, the hyperscalers really want to be in the game in terms of, you know, the the new risk and arm ecosystems and the platforms. >>Yeah, not joking aside, Paul Morritz, when he was the CEO of VMware, when he took over once said, I remember our first year doing the cube. Oh the cloud is one big distributed computer, it's, it's hardware and he got software and you got middleware and he kind over, well he's kind of tongue in cheek, but really you're talking about large compute and sets of services that is essentially a distributed computer. >>Yes, >>Exactly. It's, we're back on the same game. Vic, thank you for coming on the segment. Appreciate your time. This is cloud native at scale special presentation with Platform nine. Really unpacking super cloud Arlon open source and how to run large scale applications on the cloud Cloud Native Phil for developers and John Furrier with the cube. Thanks for Washington. We'll stay tuned for another great segment coming right up. Hey, welcome back everyone to Super Cloud 22. I'm John Fur, host of the Cuba here all day talking about the future of cloud. Where's it all going? Making it super multi-cloud clouds around the corner and public cloud is winning. Got the private cloud on premise and edge. Got a great guest here, Vascar Gorde, CEO of Platform nine, just on the panel on Kubernetes. An enabler blocker. Welcome back. Great to have you on. >>Good to see you >>Again. So Kubernetes is a blocker enabler by, with a question mark. I put on on that panel was really to discuss the role of Kubernetes. Now great conversation operations is impacted. What's interest thing about what you guys are doing at Platform nine? Is your role there as CEO and the company's position, kind of like the world spun into the direction of Platform nine while you're at the helm? Yeah, right. >>Absolutely. In fact, things are moving very well and since they came to us, it was an insight to call ourselves the platform company eight years ago, right? So absolutely whether you are doing it in public clouds or private clouds, you know, the application world is moving very fast in trying to become digital and cloud native. There are many options for you do on the infrastructure. The biggest blocking factor now is having a unified platform. And that's what we, we come into, >>Patrick, we were talking before we came on stage here about your background and we were gonna talk about the glory days in 2000, 2001, when the first as piece application service providers came out, kind of a SaaS vibe, but that was kind of all kind of cloudlike. >>It wasn't, >>And and web services started then too. So you saw that whole growth. Now, fast forward 20 years later, 22 years later, where we are now, when you look back then to here and all the different cycles, >>I, in fact you, you know, as we were talking offline, I was in one of those ASPs in the year 2000 where it was a novel concept of saying we are providing a software and a capability as a service, right? You sign up and start using it. I think a lot has changed since then. The tooling, the tools, the technology has really skyrocketed. The app development environment has really taken off exceptionally well. There are many, many choices of infrastructure now, right? So I think things are in a way the same but also extremely different. But more importantly now for any company, regardless of size, to be a digital native, to become a digital company is extremely mission critical. It's no longer a nice to have everybody's in the journey somewhere. >>Everyone is going digital transformation here. Even on a so-called downturn recession that's upcoming inflation's here. It's interesting. This is the first downturn in the history of the world where the hyperscale clouds have been pumping on all cylinders as an economic input. And if you look at the tech trends, GDPs down, but not tech. >>Nope. >>Cuz the pandemic showed everyone digital transformation is here and more spend and more growth is coming even in, in tech. So this is a unique factor which proves that that digital transformation's happening and company, every company will need a super cloud. >>Everyone, every company, regardless of size, regardless of location, has to become modernize their infrastructure. And modernizing Infras infrastructure is not just some new servers and new application tools, It's your approach, how you're serving your customers, how you're bringing agility in your organization. I think that is becoming a necessity for every enterprise to survive. >>I wanna get your thoughts on Super Cloud because one of the things Dave Ante and I want to do with Super Cloud and calling it that was we, I, I personally, and I know Dave as well, he can, I'll speak from, he can speak for himself. We didn't like multi-cloud. I mean not because Amazon said don't call things multi-cloud, it just didn't feel right. I mean everyone has multiple clouds by default. If you're running productivity software, you have Azure and Office 365. But it wasn't truly distributed. It wasn't truly decentralized, it wasn't truly cloud enabled. It didn't, it felt like they're not ready for a market yet. Yet public clouds booming on premise. Private cloud and Edge is much more on, you know, more, more dynamic, more real. >>Yeah. I think the reason why we think super cloud is a better term than multi-cloud. Multi-cloud are more than one cloud, but they're disconnected. Okay, you have a productivity cloud, you have a Salesforce cloud, you may have, everyone has an internal cloud, right? So, but they're not connected. So you can say okay, it's more than one cloud. So it's you know, multi-cloud. But super cloud is where you are actually trying to look at this holistically. Whether it is on-prem, whether it is public, whether it's at the edge, it's a store at the branch. You are looking at this as one unit. And that's where we see the term super cloud is more applicable because what are the qualities that you require if you're in a super cloud, right? You need choice of infrastructure, you need, but at the same time you need a single pain, a single platform for you to build your innovations on regardless of which cloud you're doing it on, right? So I think Super Cloud is actually a more tightly integrated orchestrated management philosophy we think. >>So let's get into some of the super cloud type trends that we've been reporting on. Again, the purpose of this event is to, as a pilots, to get the conversations flowing with with the influencers like yourselves who are running companies and building products and the builders, Amazon and Azure are doing extremely well. Google's coming up in third cloudworks in public cloud. We see the use cases on premises use cases. Kubernetes has been an interesting phenomenon because it's become from the developer side a little bit, but a lot of ops people love Kubernetes. It's really more of an ops thing. You mentioned OpenStack earlier. Kubernetes kind of came out of that open stack. We need an orchestration and then containers had a good shot with, with Docker. They re pivoted the company. Now they're all in an open source. So you got containers booming and Kubernetes as a new layer there. What's the, what's the take on that? What does that really mean? Is that a new defacto enabler? It >>Is here. It's for here for sure. Every enterprise somewhere else in the journey is going on. And you know, most companies are, 70 plus percent of them have won two, three container based, Kubernetes based applications now being rolled out. So it's very much here, it is in production at scale by many customers. And the beauty of it is, yes, open source, but the biggest gating factor is the skill set. And that's where we have a phenomenal engineering team, right? So it's, it's one thing to buy a tool >>And just be clear, you're a managed service for Kubernetes. >>We provide, provide a software platform for cloud acceleration as a service and it can run anywhere. It can run in public private. We have customers who do it in truly multi-cloud environments. It runs on the edge, it runs at this in stores are thousands of stores in a retailer. So we provide that and also for specific segments where data sovereignty and data residency are key regulatory reasons. We also un OnPrem as an air gap version. >>Can you give an example on how you guys are deploying your platform to enable a super cloud experience for your >>Customer? Right. So I'll give you two different examples. One is a very large networking company, public networking company. They have, I dunno, hundreds of products, hundreds of r and d teams that are building different, different products. And if you look at few years back, each one was doing it on a different platforms but they really needed to bring the agility and they worked with us now over three years where we are their build test dev pro platform where all their products are built on, right? And it has dramatically increased their agility to release new products. Number two, it actually is a light out operation. In fact the customer says like, like the Maytag service person cuz we provide it as a service and it barely takes one or two people to maintain it for them. >>So it's kinda like an SRE vibe. One person managing a >>Large 4,000 engineers building infrastructure >>On their tools, >>Whatever they want on their tools. They're using whatever app development tools they use, but they use our platform. >>What benefits are they seeing? Are they seeing speed? >>Speed, definitely. Okay. Definitely they're speeding. Speed uniformity because now they're building able to build, so their customers who are using product A and product B are seeing a similar set of tools that are being used. >>So a big problem that's coming outta this super cloud event that we're, we're seeing and we've heard it all here, ops and security teams cuz they're kind of too part of one theme, but ops and security specifically need to catch up speed wise. Are you delivering that value to ops and security? Right. >>So we, we work with ops and security teams and infrastructure teams and we layer on top of that. We have like a platform team. If you think about it, depending on where you have data centers, where you have infrastructure, you have multiple teams, okay, but you need a unified platform. Who's your buyer? Our buyer is usually, you know, the product divisions of companies that are looking at or the CTO would be a buyer for us functionally cio definitely. So it it's, it's somewhere in the DevOps to infrastructure. But the ideal one we are beginning to see now many large corporations are really looking at it as a platform and saying we have a platform group on which any app can be developed and it is run on any infrastructure. So the platform engineering teams, >>You working two sides of that coin. You've got the dev side and then >>And then infrastructure >>Side side, okay. >>Another customer like give you an example, which I would say is kind of the edge of the store. So they have thousands of stores. Retail, retail, you know food retailer, right? They have thousands of stores that are on the globe, 50,000, 60,000. And they really want to enhance the customer experience that happens when you either order the product or go into the store and pick up your product or buy or browse or sit there. They have applications that were written in the nineties and then they have very modern AIML applications today. They want something that will not have to send an IT person to install a rack in the store or they can't move everything to the cloud because the store operations has to be local. The menu changes based on, It's a classic edge. It's classic edge. Yeah. Right. They can't send it people to go install rack access servers then they can't sell software people to go install the software and any change you wanna put through that, you know, truck roll. So they've been working with us where all they do is they ship, depending on the size of the store, one or two or three little servers with instructions that >>You, you say little servers like how big one like a net box box, like a small little >>Box and all the person in the store has to do like what you and I do at home and we get a, you know, a router is connect the power, connect the internet and turn the switch on. And from there we pick it up. >>Yep. >>We provide the operating system, everything and then the applications are put on it. And so that dramatically brings the velocity for them. They manage >>Thousands of them. True plug and play >>Two, plug and play thousands of stores. They manage it centrally. We do it for them, right? So, so that's another example where on the edge then we have some customers who have both a large private presence and one of the public clouds. Okay. But they want to have the same platform layer of orchestration and management that they can use regardless of the location. So >>You guys got some success. Congratulations. Got some traction there. It's awesome. The question I want to ask you is that's come up is what is truly cloud native? Cuz there's lift and shift of the cloud >>That's not cloud native. >>Then there's cloud native. Cloud native seems to be the driver for the super cloud. How do you talk to customers? How do you explain when someone says what's cloud native, what isn't cloud native? >>Right. Look, I think first of all, the best place to look at what is the definition and what are the attributes and characteristics of what is truly a cloud native, is CNC foundation. And I think it's very well documented where you, well >>Con of course Detroit's >>Coming here, so, so it's already there, right? So, so we follow that very closely, right? I think just lifting and shifting your 20 year old application onto a data center somewhere is not cloud native. Okay? You can't put to cloud native, you have to rewrite and redevelop your application and business logic using modern tools. Hopefully more open source and, and I think that's what Cloudnative is and we are seeing a lot of our customers in that journey. Now everybody wants to be cloudnative, but it's not that easy, okay? Because it's, I think it's first of all, skill set is very important. Uniformity of tools that there's so many tools there. Thousands and thousands of tools you could spend your time figuring out which tool to use. Okay? So I think the complexities there, but the business benefits of agility and uniformity and customer experience are truly them. >>And I'll give you an example. I don't know how clear native they are, right? And they're not a customer of ours, but you order pizzas, you do, right? If you just watch the pizza industry, how dominoes actually increase their share and mind share and wallet share was not because they were making better pizzas or not, I don't know anything about that, but the whole experience of how you order, how you watch what's happening, how it's delivered. There were a pioneer in it. To me, those are the kinds of customer experiences that cloud native can provide. >>Being agility and having that flow to the application changes what the expectations of the, for the customer. >>Customer, the customer's expectations change, right? Once you get used to a better customer experience, you learn >>Best car. To wrap it up, I wanna just get your perspective again. One of the benefits of chatting with you here and having you part of the Super Cloud 22 is you've seen many cycles, you have a lot of insights. I want to ask you, given your career where you've been and what you've done and now the CEO platform nine, how would you compare what's happening now with other inflection points in the industry? And you've been, again, you've been an entrepreneur, you sold your company to Oracle, you've been seeing the big companies, you've seen the different waves. What's going on right now put into context this moment in time around Super >>Cloud. Sure. I think as you said, a lot of battles. Cars being been, been in an asp, been in a realtime software company, being in large enterprise software houses and a transformation. I've been on the app side, I did the infrastructure right and then tried to build our own platforms. I've gone through all of this myself with a lot of lessons learned in there. I think this is an event which is happening now for companies to go through to become cloud native and digitalize. If I were to look back and look at some parallels of the tsunami that's going on is a couple of paddles come to me. One is, think of it, which was forced to honors like y2k. Everybody around the world had to have a plan, a strategy, and an execution for y2k. I would say the next big thing was e-commerce. I think e-commerce has been pervasive right across all industries. >>And disruptive. >>And disruptive, extremely disruptive. If you did not adapt and adapt and accelerate your e-commerce initiative, you were, it was an existence question. Yeah. I think we are at that pivotal moment now in companies trying to become digital and cloudnative that know that is what I see >>Happening there. I think that that e-commerce was interesting and I think just to riff with you on that is that it's disrupting and refactoring the business models. I think that is something that's coming out of this is that it's not just completely changing the game, it's just changing how you operate, >>How you think, and how you operate. See, if you think about the early days of eCommerce, just putting up a shopping cart didn't made you an eCommerce or an E retailer or an e e customer, right? Or so. I think it's the same thing now is I think this is a fundamental shift on how you're thinking about your business. How are you gonna operate? How are you gonna service your customers? I think it requires that just lift and shift is not gonna work. >>Mascar, thank you for coming on, spending the time to come in and share with our community and being part of Super Cloud 22. We really appreciate, we're gonna keep this open. We're gonna keep this conversation going even after the event, to open up and look at the structural changes happening now and continue to look at it in the open in the community. And we're gonna keep this going for, for a long, long time as we get answers to the problems that customers are looking for with cloud cloud computing. I'm Sean Feer with Super Cloud 22 in the Cube. Thanks for watching. >>Thank you. Thank you, John. >>Hello. Welcome back. This is the end of our program, our special presentation with Platform nine on cloud native at scale, enabling the super cloud. We're continuing the theme here. You heard the interviews Super Cloud and its challenges, new opportunities around the solutions around like Platform nine and others with Arlon. This is really about the edge situations on the internet and managing the edge multiple regions, avoiding vendor lock in. This is what this new super cloud is all about. The business consequences we heard and and the wide ranging conversations around what it means for open source and the complexity problem all being solved. I hope you enjoyed this program. There's a lot of moving pieces and things to configure with cloud native install, all making it easier for you here with Super Cloud and of course Platform nine contributing to that. Thank you for watching.

Published Date : Oct 18 2022

SUMMARY :

See you soon. but kind of the same as the first generation. And so you gotta rougher and IT kind of coming together, but you also got this idea of regions, So I think, you know, in in the context of this, the, this, Can you scope the scale of the problem? the problem that the scale creates, you know, there's various problems, but I think one, And that is just, you know, one example of an issue that happens. Can you share your reaction to that and how you see this playing out? which is, you know, you have your perfectly written code that is operating just fine on your And so as you give that change to then run at your production edge location, And you guys have a solution you're launching. So what our LA you do in a But again, it gets, you know, processed in a standardized way. So keeping it smooth, the assembly on things are flowing. Because developers, you know, there is, developers are responsible for one picture of So the DevOps is the cloud needed developer's. And so Arlon addresses that problem at the heart of it, and it does that using existing So I'm assuming you have that thought through, can you share open source and commercial relationship? products starting all the way with fision, which was a serverless product, you know, that we had built to buy, but also actually kind of date the application, if you will. I think one is just, you know, this, this, this cloud native space is so vast I have to ask you now, let's get into what's in it for the customer. And so, and there's multiple, you know, enterprises that we talk to, shared that this is a major challenge we have today because we have, you know, I'm an enterprise, I got tight, you know, I love the open source trying And that's where, you know, platform line has a role to play, which is when been some of the feedback? And the customer said, If you had it today, I would've purchased it. So next question is, what is the solution to the customer? So I think, you know, one of the core tenets of Platform nine has always been been that And now they have management challenges. Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and And And arlon by the way, also helps in that direction, but you also need I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? And so this really gives them, you know, the right tooling for that. So this is actually a great kind of relevant point, you know, as cloud becomes more scalable, So these are the kinds of challenges, and those are the pain points, which is, you know, if you're looking to to be supporting the business, you know, the back office and the maybe terminals and that, you know, that the, the technology that's, you know, that's gonna drive your top line is If all the things happen the way we want 'em to happen, The magic wand, the magic dust, he's running that at a nimble, nimble team size of at the most, Just taking care of the CIO doesn't exist. Thank you for your time. Thanks for Great to see you and great to see congratulations on the success And now the Kubernetes layer that we've been working on for years is Exactly. you know, the new Arlon, our, our lawn, and you guys just launched the So I think, I think I'm, I'm glad you mentioned it, everybody or most people know about infrastructures I mean now with open source so popular, you don't have to have to write a lot of code, you know, the emergence of systems and layers to help you manage that complexity is becoming That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is a new breed. you know, you think you have things under control, but some people from various teams will make changes here in the industry technical, how would you look at the super cloud trend that's emerging? the way I interpret that is, you know, clouds and infrastructure, It's IBM's, you know, connection for the internet at the, this layer that has simplified, you know, computing and, the physics and the, the atoms, the pro, you know, this is where the innovation, the state that you want and more consistency. the DevOps engineers, they get a a ways to So how do you guys look at the workload native ecosystem like K native, where you can express your application in more at It's kinda like an EC two instance, spin up a cluster. And then you can stamp out your app, your applications and your clusters and manage them And it's like a playbook. You just tell the system what you want and then You need edge's code, but then you can configure the code by just saying do it. And that is just complexity for the people operating this or configuring this, What do you expect to see at Coan this year? If you look at a stack necessary for hosting We would to joke we, you know, about, about the dream. So the successor to Kubernetes, you know, I don't Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into But roughly speaking when we say, you know, They have some SaaS apps, but mostly it's the ecosystem. you know, that they're, they will keep catering to, they, they will continue to find terms of, you know, the the new risk and arm ecosystems it's, it's hardware and he got software and you got middleware and he kind over, Great to have you on. What's interest thing about what you guys are doing at Platform nine? clouds, you know, the application world is moving very fast in trying to Patrick, we were talking before we came on stage here about your background and we were gonna talk about the glory days in So you saw that whole growth. So I think things are in And if you look at the tech trends, GDPs down, but not tech. Cuz the pandemic showed everyone digital transformation is here and more And modernizing Infras infrastructure is not you know, more, more dynamic, more real. So it's you know, multi-cloud. So you got containers And you know, most companies are, 70 plus percent of them have won two, It runs on the edge, And if you look at few years back, each one was doing So it's kinda like an SRE vibe. Whatever they want on their tools. to build, so their customers who are using product A and product B are seeing a similar set Are you delivering that value to ops and security? Our buyer is usually, you know, the product divisions of companies You've got the dev side and then that happens when you either order the product or go into the store and pick up your product or like what you and I do at home and we get a, you know, a router is And so that dramatically brings the velocity for them. Thousands of them. of the public clouds. The question I want to ask you is that's How do you explain when someone says what's cloud native, what isn't cloud native? is the definition and what are the attributes and characteristics of what is truly a cloud native, Thousands and thousands of tools you could spend your time figuring out which I don't know anything about that, but the whole experience of how you order, Being agility and having that flow to the application changes what the expectations of One of the benefits of chatting with you here and been on the app side, I did the infrastructure right and then tried to build our own If you did not adapt and adapt and accelerate I think that that e-commerce was interesting and I think just to riff with you on that is that it's disrupting How are you gonna service your Mascar, thank you for coming on, spending the time to come in and share with our community and being part of Thank you, John. I hope you enjoyed this program.

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Jenn Saavedra, Dell Technology Summit


 

>>Okay, we're back with Jen Vera, who's the Chief Human Resource Officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me, Dave. There's been a lot of change, just a short amount of time, so I'm excited to, to share some of our learnings with >>You. I, I mean, I'll bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, you know, what's still being worked? What would you recommend to other companies to over to you? >>Yeah. Well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing, so for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company. There's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language, because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid? And 86% of our team members said that were, which is great, but we always know there's nuance right behind that macro level. So we, we asked them a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experiences. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have a really healthy business. >>Well, I like that you were data driven around it with the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment and how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well, yeah, but we also want you to know in the office, be so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kind of strange, new ever changing world? >>Yeah. Well, I think, look, one approach doesn't fit all. So I don't think that the approach that works for Dell Technologies is necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, We'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role work, workout with your leader, what really makes the most sense to drive things forward. >>I, >>You were, were talking, that's >>What we, you were talking before about myths and you know, the, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, People in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture. We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance. We looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data. And that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where >>You work. And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cause the dogs aren't barking. I have less distractions. And so, yeah, I think we think, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I, I wanted to switch gears a little bit and talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I ask myself, I'm like, Hmm, what am I missing? You know, with our folks. So especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about as leaders, we've probably been thinking about a decision or a transformation for months or weeks and we're ready to go execute, We're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we sent out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on this change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along. Culture. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation in post isolation economy as they, they could pre covid. But you know, I notice there's, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model and doing so have earned the loyalty and respect of the people who work for them. >>Number one of the lists is Dell sap. So congratulations. SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists, they go, Yeah, okay, that's cool. Top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it and how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition rewards to performance evaluation, to interviewee to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important and then kind of repeating, like you said, Yeah, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power a positive thinking, do want to others as others, you know, you have others do it to you. Don't make the see you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>That you might have had a >>Were instilled in me and now I'm bringing them forward and you know, paying it forward. But, but so it, my, I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our CEOs, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. It's a culture of respect. You know, high performance, high expectations, accountability, having followed the company and worked with the company for many, many years, you always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay. You've been watching a special presentation of the Cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Ante, thanks for watching and we'll see you next time.

Published Date : Oct 13 2022

SUMMARY :

It's great to see you again. so I'm excited to, to share some of our learnings with You know, what's working, you know, what's still being worked? you know, about all these things that people think could happen will happen, And what we have found is really, you don't have to be together in the office And so I'm curious, you know, And so we really wanna meet them where they are so that they can be productive. And so we haven't, we haven't taken a step back. What, what do you think about that? and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is to, to you Jen and, and folks at Dell is, you know, whatever works for you, socially, economically, that taking that time to say you want your team members to And I think with regard to transformation that you But you know, So first of all, congratulations, you know, how'd you do it and how are you succeeding And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, Were instilled in me and now I'm bringing them forward and you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking accountability, having followed the company and worked with the company for many, many years, you always respect and we'll see you next time.

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Jeff Boudreau, Dell Technology Summit


 

>>Welcome back to the Cube's exclusive coverage of the Dell Technology Summit. I'm Dave Ante. We're going inside with Dell Execs to extract the signal from the noise. And right now we're gonna dig into customer requirements in a data intensive world and how cross cloud complexities get resolved from a product development perspective and how the ecosystem fits in to that mosaic to close the gaps and accelerate innovation. And with me now as friend of the cube, Jeff Boudreau, he's the president of the Infrastructure Solutions Group, ISG at Dell Technologies. Jeff, always good to see you. Welcome. >>You too. Thank you for having me. It's great to see you. And thanks for having me back on the cube. I'm thrilled to be here. Yeah, >>It's our pleasure. Okay, so let's talk about what you're observing from customers today. You know, we talk all the time about operating in a data driven multi-cloud world, blah, blah, blah, blah. But what does that all mean to you when you have to translate that noise into products that solve specific customer problems, Jeff? >>Sure. Hey, great question. And everything always starts with our customers. They're our motivation, They're top of mind, everything we do. My leadership team and I spend a lot of time with our customers. We're listening, we're learning, we're really understanding their pain points, and we want to get their feedback in regards to our solutions, both turn and future offerings, really ensure that we're aligned to meeting their business objectives. I would say from these conversations, I'd say customers are telling us several things. First, it's all about data. So no surprise going back to your opening. And second, it's about the multi-cloud world. And I'd say the big thing coming from all of this is that both of those are driving a ton of complexity for our customers. And I'll unpack that just a bit, which is first the data. As we all know, data is growing at unprecedented rates with more than 90% of the world's data being produced in the last two years alone. >>And you can just think of that in its everywhere, right? And so as it is, the IT world shifts towards distributed compute to support that data growth and that data gravity to really extract more value from that data in real time environments become inherently more and more hybrid and more and more multi-cloud. Which leads me to the second key point that I've been hearing from our customers, which it's a multi-cloud world, not new news. Customers by default have multiple clouds running across multiple locations. That's OnPrem and off, it's running at the edge and it's serving a variety of different needs. Unfortunately, for most of our CU customers, multicloud actually added to their complexity. As we've discussed, it's been a lot more of multi-cloud by default versus multicloud by design. If you really think about our customers, I mean, I, I, I'm talking to 'EM all the time. >>You think about the data complexity, that's the growth and the gravity. You think about their infrastructure complexity shifting from central to decentralized it, you think about multi-cloud complexity. So you have these walled gardens, if you will. So you have multiple vendors and you have these multiple contracts that all creates operational complexity for their teams around their processes of their tools. And then you think about the security complexity that that drives with the, just the increased tax service and the list goes on. So what are we seeing for our customers? They, what they really want from, also what they're asking us for is simplicity, not complexity. The mediacy, not latency. They're asking for open and align versus I'd say siloed and closed. And they're looking for a lot more agility and not rigidity in what we do. So they really wanna simplify everything. They're looking for a simpler IT in a more agile it, and they want more control of their data, right? >>And so, and they want to extract more of the value to enrich their business or their customer engagements, which all sounds pretty obvious and we've probably all heard it a bunch, but it's really hard to achieve. And that's where I believe, and we believe as Dell, that we, it creates a big opportunity for us to really help our customers as that great simplifier of it. We're already doing this today. Just a couple quick examples. First is Salesforce. We've supported recently, we've supported their global expansion with a multi-cloud solution to help them drive their business growth. Our solution delivered a reliable and consistent IT experience will go back to that complexity. And it was across a very distributed environment, including more than 60 data centers, 230 countries in hundreds of thousands of customers. It really provided Salesforce with the flexibility of placing workloads and data in an environment based on the right service level. >>Objective things like cost complexity or even security compliance considerations. The second customer A is a big new knowing little Patriot fan. And Dan, Dave, I know you are as well. Oh yeah, this one's near, near and data to my heart, it's the craft group. We just created a platform to span all their businesses that created more, I'd say data driven, immersive, secure experience, which is allowing them to capture data at the edge and use it for real time insights for things like cyber resiliency, but also like safety of the facilities. And as being a PA patron fan like I am, did they truly are meeting us where we are in our seats on their mobile devices and also in the parking lot. So just keep that in mind next time you're there. The bottom line, everything we're doing is really to make it simpler for our customers and to help them get the most of their data. I'd say we're gonna do this, is it through a multi-cloud by design approach, which we've talked a lot about with you and and others at Dell Tech world earlier this >>Year, right? And we had Salesforce on, actually at Dell Tech Group. The craft group is interesting because, you know, when you get to the stadium, you know, everybody's trying to get, get, get out to the internet and, and, but then the experience is so much better if you can actually, you know, deal with that edge. So I wanna talk about complexity though. You got data, you got, you know, the, the edge, you got multiple clouds, you got a different operating model across security model, different. So a lot of times in this industry we solve complexity with more complexity and it's like a bandaid. So I wanna, I wanna talk to, to how you're innovating around simplicity in ISG to address this complexity and what this means for Dell's long term strategy. >>Sure, I'd love to. So first I, I'd like to state the obvious, which are our investments in our innovations really focused on advancing, you know, our, our our customers needs, right? So we are really, our investments are gonna be targeted. We, we believe customers can have the most value. And some of that's gonna be around how we create strategic partnerships as well. Connecting to what we just spoke about. Much of the complexity of customers have or experiencing is the orchestration and management of all the data in all these different places. And customers, you know, they must be able to quickly deploy and operate across cloud environments. They need to increase their developer productivity, really enabling those developers that do what they do best, which is creating more value for their customers than for their businesses. Our innovation efforts are really focused on addressing this by delivering an open and modern IT architecture that allows customers to run and manage any workload in any cloud anywhere. >>Data lives we're focused on, also focused on consumption based solutions, which allow for a greater degree of simplicity and flexibility, which they're really asking for as well. The foundation for this is our software defined common storage layer. That common storage layer, You can think about this, Dave, as our ias if you will. It underpins our data access in mobility across all data types of locations. So you can think private, public, telecom, colo, edge, and it's delivered in a secure, holistic, and consistent cloud experience through Apex. We are making a ton of progress to let you, just to be, just to be clear, we made headway in things like Project Alpine, which you're very well aware of. This is our storage as a service. We announced us back in in January, which brings our unique software IP from our flagship storage platform to all the major public clouds. >>Really delivering the best of both worlds, allowing our customers to take advantage of Dell's enterprise class data services and storage software, such as performance at scale, resiliency, efficiency and security. But in addition to that, we're leveraging the breadth of the public cloud services, right? They're on demand scaling capabilities and access to analytical services. So in addition, we're really, we're, we're on our way to win at the edge as well with Project Frontier, which reduces complexity at the edge by creating an open and secure software platform to help our customers simplify their edge operations, optimize their edge environments and investments, secure that edge environment as well. I believe you're gonna be discussing Project Frontier here with Sam Broco in the very near future. So I won't give up more, too many more details there. And lastly, we're also scaling Apex, which, you know, well shifting from our vision, really shifting from vision to reality and introducing several new Apex service offerings, which are coming to market over the next month or so. And the intent is really supporting our customers on there as a service transitions by modernize the con consumption experience and providing that flexible as a service model. Ultimately, we're trying to help our customers achieve that multi-cloud by design to really simplify it in a, unlock the power of their data. >>So some good examples there. I I like to talk about the super Cloud as you, you know, you're building on top of the, you know, hyperscale infrastructure and you got Apex is your cloud, the common storage layer, you call it your ISAs. And that's, that's a ingredient in what we call the super cloud out to the edge. You have to have a common platform there and one of the hallmarks of a cloud company. And as you become a cloud company, everybody's a cloud company ecosystem becomes really, really important in terms of product development and, and innovation. Matt Baker always loves to stress it's not a zero sum game. And, and I think Super Cloud recognizes that, that there's value to be built on top of other clouds and, and, and of course on top of your infrastructure so that your ecosystem can add value. So what role does the ecosystem play there? >>For me, it's, it's pretty clear. It's, it's, it's critical. I can't say that enough above the having an open ecosystem. Think about everything we just discussed, and I agree with your super cloud analogy. I agree with what Matt Baker had said to you, I would assert no one company can actually address all the pain points and all the issues and challenges that customers are having on their own, not one. I think customers really want and deserve an open technology ecosystem, one that works together. So not these close stacks that discourage this interoperability or stifles innovation and productivity of our, of each of our teams. We Dell, I guess, have a long history of supporting open ecosystems that really put customers first. And to be clear, we're gonna be at the center of the multi-cloud ecosystem and we're working with partners today to make that a reality. >>I mean, just think of what we're doing with VMware. We continue to build on our first investment alliances with them in August at their VMware explorer, which I know you were at. We announced several joint engineering initiatives to really help customers more easily manage and gain value from their data in their infrastructure. For multi-cloud specifically, we strength our relationship with VMware and know with Tansu as part of that. In addition, just a few weeks ago we announced our partnership with Red Hat to simplify our multicloud deployments for managing containerized workloads. I'd say, and using your analogy, I could think of that as our multicloud platform. So that's kind of our PAs layer, if you will. And as you're aware, we have a very longstanding and strategic partnership with Microsoft and I'd say stay tuned. There's a lot more to come with them and also others in this multi-cloud space. >>Shifting a bit to some of the growth engines that my team's responsible for the edge, right? As you think about data being everywhere, we've established partnerships for the Edge as well with folks like PTC and Litmus for the manufacturing edge, but also folks like Deep North for the retail edge analytics in data management, using your Supercloud analogy data, the sa right? This is our SAS layer. We've announced that we're collaborating, partnering with folks like Snowflake and, and there's other data management companies as well to really simplify data access and accelerate those data insights. And then given customers choice of where they'd like to have their IT and their infrastructure, we've we're expanding our colo partnerships as well with folks like Equinox and, and they're allowing us to broaden our availability of Apex, providing customers the flexibility to take advantage of those as a service offerings wherever it's delivered and where they can get the most value. So those are just some you can hear from me. I think it's critical not only for, for us, I think it's critical for our customers. I think it's been critical, critical for the entire, you know, industry as a whole to really have that open technology ecosystem as we work with our customers on our multi-cloud solutions really to meet their needs. We'll continue to collaborate with whoever customers choose and you know, and who they want us to do business with. So I'd say a lot more coming in that space. >>So it's been an interesting three years for you, just, just over three years now since you've been made the president of the IS isg. And so you had to dig in and it was obviously strange time around the world, but, but you really had to look at, okay, how do we modernize the platform? How do we make it, you know, cloud first? You've mentioned the Edge, we're expanding. So what are the big takeaways? What do you want customers and our audience to understand? Just some closing thoughts and if you could summarize. >>Sure. So I'd say first, you know, we discuss, we're working in a very fast paced, ever changing market with massive amounts of data that needs to be managed. It's very complex and our customers need help with that complexity. I believe that Dell Technologies is uniquely positioned to help as their multi-cloud champion. No one else can solve the breadth and depth of the challenges like we can. And we're gonna help our customers move forward when they basically moving from a multi-cloud by default, as we've discussed before, to multicloud by design. And I'm really excited for the opportunity to work with our customers to help them expand that ecosystem as they truly realize the future of it and, and what they're trying to accomplish. >>Jeff, thanks so much. Really appreciate your time. Always a pleasure. Go pats and we'll see you on the blog. >>Thanks Dave. >>All right, you're watching Exclusive Inside Insights from Dell Technology Summit on the cube, your leader in enterprise and emerging tech coverage.

Published Date : Oct 13 2022

SUMMARY :

how the ecosystem fits in to that mosaic to close the gaps and accelerate And thanks for having me back on the cube. But what does that all mean to you when you have to translate And I'd say the big thing coming from all of this is that both of those are driving And you can just think of that in its everywhere, right? from central to decentralized it, you think about multi-cloud complexity. And so, and they want to extract more of the value to enrich their business or their customer engagements, And Dan, Dave, I know you are as well. So a lot of times in this industry we solve complexity with more complexity So first I, I'd like to state the obvious, which are our investments in So you can think private, public, So in addition, we're really, we're, we're on our way to win at the edge as well with And as you become a cloud company, I can't say that enough above the having We continue to build on our first investment alliances with I think it's been critical, critical for the entire, you around the world, but, but you really had to look at, okay, how do we modernize the platform? And I'm really excited for the opportunity to work with our customers to help them expand that ecosystem as Go pats and we'll see you All right, you're watching Exclusive Inside Insights from Dell Technology Summit on the cube,

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Tom Sweet, Dell Technology Summit


 

>>As we said in our analysis of Dell's future, the transformation of Dell into Dell emc and now Dell Technologies has been one of the most remarkable stories in the history of the technology industry. After years of successfully integrated EMC and becoming VMware's number one distribution channel, the metamorphosis of Dell com culminated in the spin out of VMware from Dell and a massive wealth creation milestone pending, of course the Broadcom acquisition of VMware. So where's that leave Dell and what does the future look like for this technology powerhouse? Hello and welcome to the Cube's exclusive coverage of Dell Technology Summit 2022. My name is Dave Ante and I'll be hosting the program today in conjunction with the Dell Tech Summit. We'll hear from four of Dell senior executives. Tom Sweet is the CFO of Dell. Technologies's gonna share his views of the company's position and opportunities and answer the question, why is Dell good long term investment? >>Then we'll hear from Jeff Boudreau, who's the president of Dell's ISG business unit, who's gonna talk about the product angle and specifically how Dell is thinking about solving the multi-cloud challenge. And then Sam GrowCo is the senior vice President of marketing. He's gonna come in the program and give us the update on Apex, which is Dell's as a service offering and a new edge platform called Project Frontier. By the way, it's also Cybersecurity Awareness Month, and we're gonna see if Sam has any stories there. And finally, for a company that's nearly 40 years old, Dell has some pretty forward thinking philosophies when it comes to its culture and workforce. And we're gonna speak with Jen Savira, who's Dell's chief Human Resource officer about hybrid work and how Dell is thinking about the future of work. We're gonna geek out all day and talk multi-cloud and edge and latency, but first, let's talk wallet. Tom Sweet cfo, and one of Dell's key business architects. Welcome back to the >>David, It's good to see you and good to be back with you. So thanks for having me. >>Yeah, you bet. So Tom, it's been a pretty incredible past 18 months. Not only the pandemic and all that craziness, but the VMware spin, you had to give up your gross margin. Pinky as kidding. And, and of course the macro environment. I'm so sick of talking about the macro, but putting that aside for a moment, what's really remarkable is that for a company at your size, you've had some success at the top line, which I think surprised a lot of people. What are your reflections on the last 18 to 24 months? >>Well, Dave, it's been an incredible, not only last 18 months, but the whole transformation journey. If you think all the way back maybe to the LBO and forward from there, but, you know, stepping into the last 18 months, it's, you know, I, I think I remember talking with you and saying, Hey, you know, the scenario planning we did at the beginning of this pandemic journey was, you know, 30 different scenarios roughly, and none of which sort of panned out the way it actually did, which was a pretty incredible growth story as we think about how we helped customers, you know, drive workforce productivity, enable their business model during the all remote work environment. That was the pandemic created. And couple that with the, you know, the, the rise then in the infrastructure spin as we got towards the tail end of the, of the pandemic coupled with, you know, the spin out of VMware, which culminated last November, as you know, as we completed that, which unlocked a pathway back to investment grade within unlocked, quite frankly, shareholder value, capital allocation frameworks. It's really been a remarkable, you know, 18, 24 months. It's, it's never dull at Dell Technologies, Let me put it that way. >>Well, well, I was impressed with you, Tom, before the leverage buyout and then what I've seen you guys navigate through is, is, is truly amazing. Well, let's talk about the challenging macro. I mean, I've been through a lot of downturns, but I've never seen anything quite like this with fed tightening and you're combating inflation, you got this recession looming, there's a bear market you got, but you got zero unemployment, you're rising wages, strong dollar, and it's very confusing. But it spending is, you know, it's somewhat softer, but it's still not bad. How are you seeing customers behave? How is Dell responding? >>Yeah, look, if you think about the markets we play in Dave, and we should start there as a grounding, you know, the, the total market, the core market that we think about is roughly 700 and, you know, $50 billion or so. If you think about our core IT services capability, you couple that with some of the, the growth initiatives that we're driving and the adjacent markets that that, that brings in, you're roughly talking a 1.4 to $1.5 trillion market opportunity, total addressable market. And so from, from that perspective, we're extraordinarily bullish on where are we in the journey as we continue to grow and expand. You know, we have, we're number one share in just about every category that we plan, but yet when you look at that, you know, number one share in some of these, you know, our highest share position may be, you know, low thirties and maybe in the high end of storage you're at the upper end of thirties or 40%. >>But the opportunity there to continue to expand the core and, and continue to take share and outperform the market is truly extraordinary. So, so you step back and think about that, then you say, okay, what have we seen over the last number of months and quarters? It's been, you know, really great performance through the pandemic as, as you highlighted, we actually had a really strong first half of the year of our fiscal year 23 with revenue up 12% operating income up 12% for the first half. You know, what we talked about as you, if you might recall in our second quarter earnings, was the fact that we were starting to see softness. We had seen it in the consumer PC space, which is not a big area of focus for us in the sense of our, our total revenue stream, But we started to see commercial PC soften and we were starting to see server demand soften a bit and storage demand was, was holding quite frankly. >>And so we gave a a framework around guidance for the rest of the year as a result of what we were seeing. You know, the macro environment as you highlight it continues to be challenging. You know, you, if you look at inflation rates and the efforts by central banks across the globe to with through interest rate rise to press down and, and constrain growth and push down inflation, you couple that with supply chain challenges that continue principle, particularly in the ISG space. And then you couple that with the Ukraine war and the energy crisis that that's created. And particularly in Europe, it's a pretty dynamic environment. And, but I'm confident, you know, I'm confident in the long term, but I do think that there is, you know, that there's navigation that we're going to have to do over the coming number of quarters, who knows quite how long, you know, to, to make sure the business is properly positioned and, you know, we've got a great portfolio and you're gonna talk to some of the team LA later on as you think your way through some of the solution capabilities we're driving what we're seeing around technology trends. >>So the opportunities there, there's some short term navigation that we're gonna need to do just to make sure that we address some of the, you know, some of the environmental things that we're seeing right >>Now. Yeah. And as a global company, of course you're converting current local currencies back to appreciated dollars. That's, that's, that's another headwind. But as you say, I mean, that's math and you're navigating it. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, but they invest in ways they that allow them to cut out, come out the other side stronger. So I wanna talk about that longer term opportunity, the relationship between the core, the the business growth. You mentioned the tam, I mean, even, even as a lower margin business, if, if you can penetrate that big of a tam, you could still throw off a lot of cash and you've got other levers to turn in potentially acquisitions and software. And, but so ultimately what gives you confidence in Dell's future? How should we think about Dell's future? >>Yeah, look, I, I think it comes down to we are extraordinarily excited about the opportunity over the long term digital transformation continues. I I, I am on numerous customer and CIO calls every week. Customers are continuing to invest in digital transformation in infrastructure to enable their business model. Yes, maybe it's gonna slow or, or pause or maybe they're not gonna invest quite at the same rate over the next number of quarters, but over the long term the needs are there. You look at what we're doing around the, the growth opportunities that we see, not only in our core space where we continue to invest, but also in the, what we call the strategic adjacencies. Things like 5G and modern telecom infrastructure as our, the telecom providers across the globe open up their, what a cl previous been closed ecosystems, you know, to open architecture. You think about, you know, what we're doing around the edge and the distribution now that we're seeing of compute and storage back to the edge given data gravity and latency matters. >>And so we're pretty bullish on the opportunity in front of us, you know, yes, we will, We're continuing to invest. And you Jeff Boudreau talk about that I think later on in the program. So I'm excited about the opportunities and you look at our cash flow generation capability, you know, we are in, in, in normal times a, a cash flow generation machine and we'll continue to do so. You know, we've got a negative, you know, CCC in terms of, you know, how do we think about efficiency of working capital? And we look at our, you know, our capital allocation strategy, which has now returned, you know, somewhere in near 60% of our free cash flow back to shareholders. And so, you know, there's lots to, lots of reasons to think about why this, you know, we are a great sort of, I think, value creation opportunity in a over the long term that the long term trends are with us, and I expect them to continue to be so, >>Yeah, and you guys, you, you, you do what you say you're gonna do. I mean, I said in my, in my other piece that I did recently, I think you guys put 46 billion on the, on the, on the balance sheet in terms of debt. That's down to I think 16 billion in the core, which that's quite remarking. That gives you some other opportunities. Give us your, your closing thoughts. I mean, you kind of just addressed why Dell is a good long term play, but I'll give you an opportunity to bring us home. >>Hey, Dave. Yeah, look, I, I just think if you look at the gr the market opportunity, the size and scale of Dell and how we think about the competitive advantages that we have, we com you know, if you look at, say we're a hundred billion revenue company, which we were a year, you know, last year, that as we reported roughly 60, 65 billion of that in the client and in PC space, roughly, you know, 35 to 40 billion in the ISG or infrastructure space, those markets are gonna continue the opportunity to grow, share, grow at a premium to the market, drive, cash flow, drive, share, gain is clearly there. You couple that with, you know, what we think the opportunity is in these adjacent markets, whether it's telecom, the edge, what we're thinking around data services, data management, you know, we, and you cut, you put that together with the long term trends around, you know, data creation and digital transformation. We are extraordinarily well positioned. We have the largest direct selling organization in, in the technology space. We have the largest supply chain, our services footprint, you know, well positioned in my mind to take advantage of the opportunities as we move forward. >>Well, Tom, really appreciate you taking the time to speak with us. Good to see you again. >>Nice seeing you. Thanks Dave. >>All right. You're watching the Cube's exclusive behind the scenes coverage of Dell Technology Summit 2022. In a moment, I'll be back with Jeff Boudreau. He's the president of Dell's ISG Infrastructure Solutions Group. He's responsible for all the important enterprise business at Dell and we're excited to get his thoughts, keep it right there.

Published Date : Oct 13 2022

SUMMARY :

Dell Technologies has been one of the most remarkable stories in the history of the technology industry. He's gonna come in the program and give us the update on Apex, which is Dell's as a service offering and David, It's good to see you and good to be back with you. all that craziness, but the VMware spin, you had to give up your gross margin. stepping into the last 18 months, it's, you know, I, I think I remember talking with you and But it spending is, you know, it's somewhat softer, but it's still not bad. grounding, you know, the, the total market, the core market that we think about is roughly It's been, you know, really great performance through the pandemic as, You know, the macro environment as you highlight it continues to be challenging. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, You think about, you know, what we're doing around the edge and the distribution you know, our capital allocation strategy, which has now returned, you know, somewhere in near Yeah, and you guys, you, you, you do what you say you're gonna do. the edge, what we're thinking around data services, data management, you know, Well, Tom, really appreciate you taking the time to speak with us. Nice seeing you. He's responsible for all the important enterprise business at Dell and we're excited to get his thoughts,

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Breaking Analysis Analyst Take on Dell


 

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

Published Date : Oct 13 2022

SUMMARY :

The last lever of Dell EMC of the Dell EMC deal was detailed He's gonna answer the question, why is Dell a good long-term investment? He's gonna talk about the product angle and specifically how Dell is thinking about solving And on the X axis, his overlap of pervasiveness in the This is a mature business that generally is lower margin storage is the exception, So let's take a look at the snapshot of Dell's financials. it's the equivalent of service now's total revenue. and of course got VMware in the process. around 26 cents on the revenue dollar H HP's revenue multiple is around 60 cents the fact that Dell doesn't have a huge software revenue component since spinning out VMware But at the end of the day, these as a service offerings are simply ways to bring a utility model But the real opportunity lies ahead, That's if, if you believe that, then you have to believe that it's a business operating system that If I take that and what, what Dave was saying and and I, and I summarize it the following way, So as often as the case, it's gonna come down to execution and Dell's ability to enter new and if Apex is Dell's cloud, it has the opportunity to expand that ecosystem Specifically I'd like to see more momentum with data and database.

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Alvaro Celiss and Michal Lesiczka Accelerate Hybrid Cloud with Nutanix & Microsoft


 

>>In late 2009 when the industry was just beginning to offer so-called converged infrastructure, CI Nutanix was skating to the puck, so to speak, meaning unlike conversion infrastructure, which essentially bolted together compute and networking and storage into a single skew that was very hardware centric. Nutanix was focused on creating HCI hyperconverged infrastructure, which was a software led architecture that unified the key elements of data center infrastructure. Now, while both approaches saved time and money, HCI took the concept to new heights of cost savings and simplicity. Hyperconverged infrastructure became a staple of private clouds creating a cloudlike experience. OnPrem. As the public cloud evolved and grew, more and more customers are now taking a cloud first approach to it. So the challenge becomes how do you remodel your IT house so that you can connect your on-prem workloads to the cloud, to both simplify cloud migration, while at the same time creating an identical experience across your estate? >>Hello, and welcome to this special program, Accelerate Hybrid Cloud with Nutanix and Microsoft Made Possible by By Nutanix and produced by the Cube. I'm Dave Ante, one of your hosts today. Now, in this session, we'll hear how Nutanix is evolving its initial vision of simplifying infrastructure, deployment and management to support modern applications by partnering with Microsoft to enable that consistent experience that we talked about earlier, to extend hybrid cloud to Microsoft Azure and take advantage of cloud native tooling. Now, what's really important to stress here, and you'll hear this in our second segment, substantive engineering work has gone into this partnership. A lot of partnerships are sealed with a press release. We sometimes call it a Barney deal. You know, I love you, you love me. Like Barney, the once popular children's dinosaur character. We dig into the critical engineering aspects that enable that seamless connection between on-prem infrastructure and the public cloud. >>Now, in our first segment, Lisa Martin talks to Alro Salise, who is the vice president of Global ISD Commercial Solutions at Microsoft, and Michael Les Chica, who is the vice president of business development for the cloud and database partner ecosystem at Nutanix. Now, after that, Lisa will kick it back to me in our Boston studios to speak with Eric Lockard, who is the corporate vice president of Microsoft Azure specialized, along with Thomas Cornell, who is the senior vice president of products at Nutanix. And Indu Carey, who's the senior vice president of of engineering for NCI and NNC two at Nutanix. And we'll dig deeper into the announcement and it's salient features. Thanks for being with us. We hope you enjoy the program. Over to Lisa. >>Hi everyone. Welcome to our event Accelerate Hybrid Cloud with Nutanix and Microsoft. I'm your host Lisa Martin, and I've got two great guests here with me to give you some exciting news. Please welcome Alva Salise, the Vice President of Global ISD Commercial Solutions at Microsoft, and Michael Les Chika, VP of Business Development Cloud and database partner ecosystem at Nutanix. Guys, it's great to have you on the program. Thanks so much for joining me today. Great to be here. >>Thank you, Lisa. Looking forward, >>Yeah, so let's go ahead and start with you. Talk to me from your lens, what are you seeing in terms of the importance of the role of the the ISV ecosystem and really helping customers make their business outcomes successful? >>Oh, absolutely. Well, first of all, thank you for the invitation and thank you Michael and the Nutanix team for the partnership. The the ISV ecosystem plays a critical role as we support our customers and enable them in their data transformation journeys to create value, to move at their own pace, and more important to be sure that every one of them, as they transform themselves, have the right set of solutions for the long term with high differentiation, cost effectiveness and resiliency, especially given the times that we're living. >>Yeah, that resiliency is getting more and more critical as each day goes on. Ava was sticking with you. We got Microsoft Ignite going on today. What are some of the key themes that we should expect this year and how do they align to Microsoft's vision and strategy? >>Ah, great question. Thank you. When you think about it, we wanna talk about the topics that are very relevant and our customers have asked us to go deeper and, and share with them. One of them, as you may imagine, is how can we do more with less using Azure, especially given the current times that we're living in the, the business context has changed so much, they have different imperative, different different amount of pressure and priorities. How can we help? How can we combine the platform, the value that Microsoft can bring and our Microsoft ISV partner ecosystem to deliver more value and enable them to have their own journey? Actually, in that frame, if I may, we are making this announcement today with Nutanix. I, the Nutanix cloud clusters are often the fastest way on which customers will be able to do that journey into the cloud because it's very consistent with environments that they already know and use on premise. And once they go into the cloud, then they have all the benefit of scale, agility, resiliency, security, and cost benefits that they're looking for. So that topic and this type of announcements will be a big part of what we doing. Ignite, >>Exciting. Michael, let's bring you into the conversation now. Big milestone of our RDTs that the general availability of Nutanix Cloud clusters on Azure. Talk to us about that from Nutanix's perspective and also gimme a little bit of color, Michael, on the partnership, the relationship. >>Yeah, sure, absolutely. So we actually entered a partnership couple years ago, so we've been working on this solution quite a while, but really our ultimate goal from day one was really to make our customers journeys to hybrid cloud simpler and faster. So really for both companies, I think our goal is really being that trusted partner for our customers in their innovation journey. And as mentioned, you know, in the current macroeconomic conditions, really our customers really care about, but they have to be mindful of their bottom line as well. So they're really looking to leverage their existing investments in technology skill sets and leverage the most out of that. So the things like, for example, cost to operations and keeping those things consistent, cost on premises and the cloud are really important as customers are thinking about growth initiatives that they wanna implement. And of course, going to Azure public cloud is an important one as they think about flexibility, scale and modernizing their apps. >>And of course, as we look at the customer landscape, a lot of customers have an on on footprint, right? Whether that's for regulatory reasons for business or other technical reasons. So hybrid cloud has really become an ideal operating model for a lot of the customers that we see today. So really our partnership with Microsoft is critical because together, I really do see our US together simplifying that journey to the public cloud and making sure that it's not only easy but secure and really seamless. And really, I see our partnership as bringing the strengths of each company together, right? So Nutanix, of course, is known in the past versus hyperconverge infrastructure and really breaking down those silos between networking, compute, storage, and simplifying that infrastructure and operations. And our customers love that for the products and our, our NPS score of 90 over the last seven years. And if you look at Azure, at Microsoft, they're truly best in class cloud infrastructure with cutting edge services and innovation and really global scale. So when you think about those two combinations, right, that's really powerful for customers to be able to take their applications and whether they're on or even, and really combining all those various hybrid scenarios. And I think that's something that's pretty unique that we're to offer customers. >>Let's dig into that uniqueness of our, bringing you back into the conversation. You guys are meeting customers where they are helping them to accelerate their cloud transformations, delivering that consistency, you know, whether they're on-prem in Azure, in in the cloud. Talk to me about, from Microsoft's perspective about the significance of this announcement. I understand that the, the preview was oversubscribed, so the demand from your joint customers is clear. >>Thank you, Lisa. Michael, personally, I'm very proud and at the company we're very proud of the world that we did together with Nutanix. When you see two companies coming together with the mission of empowering customers and with the customer at the center and trying to solve real problems in this case, how to drive hybrid cloud and what is the best approach for them, opening more opportunities is, is, is extremely inspiring. And of course the welcome reception that we have from customer reiterates that we generating that value. Now, when you combine the power of Azure, that is very well known by resiliency, the scale, the performance, the elasticity, and the range of services with the reality of companies that might have hundreds or even thousands of different applications and data sources, those cloud journeys are very different for each and every one of them. So how do we combine our capabilities between Nutanix and Microsoft to be sure that that hybrid cloud journey that every one is gonna take can be simplified, you can take away the risk, the complexity on that transformation creates tones of value. >>And that's what a customers are asking us today. Either because they're trying to move and modernize their environment to Azure, or they're bringing their, you know, a enable ordinate services and cluster and data services on premise to a Nutanix platform, we together can combine and solve for that adding more value for any scenario that customers may have. And this is not once and done, this is not that we building, we forget it. It's a partnership that keeps evolving and also includes work that we do with our solution sales alliances that go to market seems to be sure that the customers have diverse service and support to make, to create the outcomes that they're asking us to deliver. >>Talk to me a little bit about the customers that were in the beta, as we mentioned, Alva, the, the preview was oversubscribed. So as I talked about earlier, the demand is clearly there. Talk to me about some of the customers in beta, you can even anonymize them or maybe talk about them by industry, but what, what were some of the, the key things they came to these two companies looking to, to solve, get to the cloud faster, be able to deliver the same sets of services with familiarity so that from a, they're able to do more with less? >>Maybe I could take that one out of our abital lines. It did. It means, but yeah, so like, like we, like you mentioned Lisa, you know, we've had a great preview oversubscribe, we had lots of, of cu not only customers, but also partners battle testing the solution. And you know, we're obviously very pleased now to have GN offered to everyone else, but one of our customers, Camper J was really looking forward to seeing how do they leverage Ncq and Azure to, like I mentioned, reduce that work workload, my, my migration and a risk for that and making sure, hey, some of the applications, maybe we are going to go and rewrite them, refactor them to take them natively to Azure. But there's others where we wanna lift and shift them to Azure. But like I mentioned, it's not just customers, right? We've been working with partners like PCs and Citrix where they share the same goal as Microsoft and Nutanix provides that superior customer experience where whatever the operating model might be for that customer. So they're going to be leveraging NC two on Azure to really provide those hybrid cloud experiences for their solutions on top of building on top of the, the work that we've done together. >>So this really kind of highlights the power of that Alva, the power of the ISV ecosystem and what you're all able to do together to really help customers achieve the outcomes that they individually need. >>A absolutely, look, I mean, we strongly believe that when you partner properly with an V you get to the, to the magical framework, one plus one equals three or more because you are combining superpowers and you are solving the problem on behalf of the customer so they can focus on their business. And this is a wonderful example, a very inspiring one where when you see the risk, the complexity that all these projects normally have, and Michael did a great job framing some of them, and the difference that they have now by having NC to on Azure, it's night and day. And we are fully committed to keep driving this innovation, this partnership on service of our customers and our partner ecosystem because at the same time, making our partners more successful, generating more value for customers and for all of us. >>Abar, can you comment a little bit on the go to market? Like how, how do your joint customers engage? What does that look like from their perspective? >>You know, when you think about the go to market, a lot of that is we have, you know, teams all over the world that will be aligned and working together in service of the customer. There is marketing and demand generation that will be done, that will be also work on enjoying opportunities that we will manage as well as a very tight connection on projects to be sure that the support experience for customers is well aligned. I don't wanna go into too much detail, but I will like to guarantee that our intent is not only to create an incredible technological experience, which the, the development teams are done, but also a great experience for the customers that are going through these projects, interacting with both teams that will work as one in service to empower the customer to achieve the outcomes that they need. >>Yeah, and just to comment maybe a little bit more on what Albar said, you know, it's not just about the product integration or it's really the full end to end experience for our customers. So when we embarked on this partnership with Microsoft, we really thought about what is the right product integration and with our engineering teams, but also how do we go and talk to customers with value prop together and all the way down through to support. So we actually been worked on how do we have a single joint support for our customers. So it doesn't really matter how the customer engages, they really see this as an end to end single solution across two companies. >>And that's so critical given just the, the natural challenges that that organizations face and the dynamics of the macro economic environment that we're living in. For them, for customers to be able to have that really seamless single point of interaction, they want that consistent experience on-prem to the cloud. But from an engagement perspective that you're, what sounds like what you're doing, Michael and Avaro is, is goes a long way to really giving customers a much more streamlined approach so that they can be laser focused on solving the business problems that they have, being competitive, getting products to market faster and all that good stuff. Michael, I wonder if you could comment on maybe the cultural alignment that Nutanix and Microsoft have. I know Microsoft's partner program has been around for decades and decades. Michael, what does that cultural alignment look like from, you know, the sales and marketing folks down to engineering, down to support? >>Yeah, I think honestly that was, that was something that kind of fit really well and we saw really a long alignment from day one. Of course, you know, Nutanix cares a lot about our customer experience, not just within the products, but again, through the entire life cycle to support and so forth. And Microsoft's no different, right? There's a huge emphasis on making sure that we provide the best customer experience and that we're also focusing on solving real world customer problems, right? And really focusing on the biggest problems that customers have. So really culturally it felt, it felt really natural. It felt like we were a single team, although it's, you know, two bar organizations working together, but I really felt like a single team working day in, day out on, on solving customer problems together. >>Yeah, >>Let, go ahead. >>No, I would say, well say Michael, the, the one element that we complement, the, I think the answer was super complete, is the, the fact that we work together from the outside in, look at it from the customer lenses is extremely powerful and inspire, as I mentioned, because that's what it's all about. And when you put the customer at the center, everything else falls in part on its its own place very, very quickly. And then it's hard work and innovation and, you know, doing what we do best, which is combining over superpowers in service of that customer. So that was the piece that, you know, I, I cannot emphasize enough how inspiring he's been. And again, the, the response for the previous is a great example of the opportunity that we have in there. >>And you've taken a lot of complexity out of the customer environment and I can imagine that the GA of Nutanix cloud clusters on Azure is gonna be a huge benefit for customers in every industry. Last question guys, I wanna get both your perspectives on Michael, we'll start with you and then Lvra will wrap with you. What's next? Obviously a lot of exciting stuff. What's next for the partnership of these, these two superheroes together, Michael? >>Yeah, so I think our goal doesn't change, right? I think our North star is to continue to make it easy for our customers to adopt, migrate and modernize their applications, leveraging Nutanix and Microsoft Azure, right? And I think NC two and Azure is just the start of that. So kind of maybe more immediate, like, you know, we mentioned obviously we have, we announced the ga that's J in Americas, but kind of the next more immediate step over the next few months look for us to continue expanding beyond Americas and making sure that we have support across all the global regions. And then beyond that, you know, again, as of our mentioned, it's working from kind of the s backwards. So we're, we're not, no, we're not waiting for ega. We're already working on the next set of solutions saying what are other problems that customer facing, especially across, they're running their workload cross on premises and public cloud, and what are the next set of solutions that we can deliver to the market to solve those real challenges for. >>It sounds really strongly that, that the partnership here, we're talking about Nutanix and Microsoft, it's really Nutanix and Microsoft with the customer at this center. I think you've both done a great job of articulating that there's laser focus there. Our last word to you, what excites you about the momentum that Microsoft and Nutanix have for the customers? >>Well, thank you Lisa. Michael, I will tell you, when you hear the customer feedback on the impact that you're having, that's the most inspiring part because you know you're generating value, you know, you're making a difference, especially in these complex times when the, the partnership gets tested where the, the right, you know, relationship gets built. We're being there for customers is extremely inspiring. Now, as Michael mentioned, this is all about what customer needs and how do we go even ahead of the game, being sure that we're ready not for what is the problem today, but the opportunities that we have tomorrow to keep working on this. We have a huge TA task ahead to be sure that we bring this value globally in the right way with the right quality. Every word, which is a, is never as small fist as you may imagine. You know, the, the world is a big place, but also the next wave of innovations that will be customer driven to keep and, and raise the bar on how, how much more value can we unlock and how much empowerment can we make for the customer to keep in innovating at their own pace, in their own terms. >>Absolutely that customer empowerment's key. Guys, it's been a pleasure talking to you about the announcement Nutanix cloud clusters on Azure of our Michael, thank you for your time, your inputs and helping us understand the impact that this powerhouse relationship is making. >>Thank you for having Lisa and thank you AAR for joining >>Me. Thank you Lisa, Michael, it's been fantastic. I looking forward and thank you to the audience for being here with us. Yeah, stay >>Tuned. Thanks to the audience. Exactly. And stay tuned. There's more to come. We have coming up next, a deeper conversation on the announcement with Dave and product execs from both Microsoft. You won't wanna.

Published Date : Oct 12 2022

SUMMARY :

So the experience that we talked about earlier, to extend hybrid cloud to Microsoft We hope you enjoy the program. Guys, it's great to have you on the program. what are you seeing in terms of the importance of the role of the the ISV ecosystem Well, first of all, thank you for the invitation and thank you Michael and the Nutanix team for the partnership. that we should expect this year and how do they align to Microsoft's vision in that frame, if I may, we are making this announcement today with Nutanix. our RDTs that the general availability of Nutanix Cloud clusters on Azure. So the things like, for example, cost to operations and keeping those And our customers love that for the products and our, our NPS score of 90 Let's dig into that uniqueness of our, bringing you back into the conversation. And of course the welcome reception that we have from customer reiterates that we generating that value. and modernize their environment to Azure, or they're bringing their, you know, Talk to me about some of the customers in beta, you can even anonymize them or maybe talk about them by industry, And you know, we're obviously very pleased now to have GN offered to everyone else, So this really kind of highlights the power of that Alva, the power of the ISV ecosystem and that they have now by having NC to on Azure, it's night and day. you know, teams all over the world that will be aligned and working together in service of Yeah, and just to comment maybe a little bit more on what Albar said, you know, problems that they have, being competitive, getting products to market faster and all that good stuff. It felt like we were a single team, although it's, you know, two bar organizations working together, And when you put the customer we'll start with you and then Lvra will wrap with you. So kind of maybe more immediate, like, you know, we mentioned obviously we have, what excites you about the momentum that Microsoft and Nutanix have for the customers? task ahead to be sure that we bring this value globally in the right way with the right quality. Guys, it's been a pleasure talking to you about the I looking forward and thank you to the audience for being Thanks to the audience.

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Thomas Cornely Indu Keri Eric Lockard Accelerate Hybrid Cloud with Nutanix & Microsoft


 

>>Okay, we're back with the hybrid Cloud power panel. I'm Dave Ante, and with me our Eric Lockard, who's the corporate vice president of Microsoft Azure Specialized Thomas Corn's, the senior vice president of products at Nutanix. And Indu Carey, who's the Senior Vice President of engineering, NCI and nnc two at Nutanix. Gentlemen, welcome to the cube. Thanks for coming on. >>It's to be >>Here. Have us, >>Eric, let's, let's start with you. We hear so much about cloud first. What's driving the need for hybrid cloud for organizations today? I mean, I not just ev put everything in the public cloud. >>Yeah, well, I mean the public cloud has a bunch of inherent advantages, right? I mean it's, it has effectively infinite capacity, the ability to, you know, innovate without a lot of upfront costs, you know, regions all over the world. So there is a, a trend towards public cloud, but you know, not everything can go to the cloud, especially right away. There's lots of reasons. Customers want to have assets on premise, you know, data gravity, sovereignty and so on. And so really hybrid is the way to achieve the best of both worlds, really to kind of leverage the assets and investments that customers have on premise, but also take advantage of, of the cloud for bursting or regionality or expansion, especially coming outta the pandemic. We saw a lot of this from work from home and, and video conferencing and so on, driving a lot of cloud adoption. So hybrid is really the way that we see customers achieving the best of both worlds. >>Yeah, it makes sense. I wanna, Thomas, if you could talk a little bit, I don't wanna inundate people with the acronyms, but, but the Nutanix cloud clusters on Azure, what is that? What problems does it solve? Give us some color there please. >>Yeah, there, so, you know, cloud clusters on Azure, which we actually call NC two to make it simple and SONC two on Azure is really our solutions for hybrid cloud, right? And you about hybrid cloud, highly desirable customers want it. They, they know this is the right way to do it for them, given that they wanna have workloads on premises at the edge, any public clouds, but it's complicated. It's hard to do, right? And the first thing that you did with just silos, right? You have different infrastructure that you have to go and deal with. You have different teams, different technologies, different areas of expertise and dealing with different portals, networkings get complicated, security gets complicated. And so you heard me say this already, you know, hybrid can be complex. And so what we've done, we then c to Azure is we make that simple, right? We allow teams to go and basically have a solution that allows you to go and take any application running on premises and move it as is to any Azure region where Ncq is available. Once it's running there, you keep the same operating model, right? And that's, so that's actually super valuable to actually go and do this in a simple fashion, do it faster, and basically do hybrid in a more cost effective fashion, know for all your applications. And that's really what's really special about NC two Azure today. >>So Thomas, just a quick follow up on that. So you're, you're, if I understand you correctly, it's an identical experience. Did I get that right? >>This is, this is the key for us, right? Is when you think you're sending on premises, you are used to way of doing things of how you run your applications, how you operate, how you protect them. And what we do here is we extend the Nutanix operating model two workloads running in Azure using the same core stack that you're running on premises, right? So once you have a cluster deploying C to an Azure, it's gonna look like the same cluster that you might be running at the edge or in your own data center using the same tools you, using the same admin constructs to go protect the workloads, make them highly available, do disaster recovery or secure them. All of that becomes the same. But now you are in Azure, and this is what we've spent a lot of time working with Americanist teams on, is you actually have access now to all of those suites of Azure services in from those workloads. So now you get the best of both world, you know, and we bridge them together and you get seamless access of those services between what you get from Nutanix, what you get from Azure. >>Yeah. And as you alluded to, this is traditionally been non-trivial and people have been looking forward to this for, for quite some time. So Indu, I want to understand from an engineering perspective, your team had to work with the Microsoft team, and I'm sure there was this, this is not just a press releases or a PowerPoint, you had to do some some engineering work. So what specific engineering work did you guys do and what's unique about this relative to other solutions in the marketplace? >>So let me start with what's unique about this, and I think Thomas and Eric both did a really good job of describing that the best way to think about what we are delivering jointly with Microsoft is that it speeds of the journey to the public cloud. You know, one way to think about this is moving to the public cloud is sort of like remodeling your house. And when you start remodeling your house, you know, you find that you start with something and before you know it, you're trying to remodel the entire house. And that's a little bit like what journey to the public cloud sort of starts to look like when you start to refactor applications. Because it wasn't, most of the applications out there today weren't designed for the public cloud to begin with. NC two allows you to flip that on its head and say that take your application as is and then lift and shift it to the public cloud, at which point you start the refactor journey. >>And one of the things that you have done really well with the NC two on Azure is that NC two is not something that sits by Azure side. It's fully integrated into the Azure fabric, especially the software defined network and SDN piece. What that means is that, you know, you don't have to worry about connecting your NC two cluster to Azure to some sort of an net worth pipe. You have direct access to the Azure services from the same application that's now running on an NC two cluster. And that makes your refactoring journey so much easier. Your management plan looks the same, your high performance notes let the NVMe notes, they look the same. And really, I mean, other than the facts that you're doing something in the public cloud, all the nutanix's goodness that you're used to continue to receive that, there is a lot of secret sauce that we have had to develop as part of this journey. >>But if we had to pick one that really stands out, it is how do we take the complexity, the network complexity of a public cloud, in this case Azure, and make it as familiar to Nutanix's customers as the VPC construc, the virtual private cloud construc that allows them to really think of that on-prem networking and the public cloud networking in very similar terms. There's a lot more that's gone on behind the scenes. And by the way, I'll tell you a funny sort of anecdote. My dad used to say when I drew up that, you know, if you really want to grow up, you have to do two things. You have to like build a house and you have to marry your kid off to someone. And I would say our dad a third do a flow development with the public cloud provider of the partner. This has been just an absolute amazing journey with Eric and the Microsoft team, and you're very grateful for their >>Support. I, I need NC two for my house. I live in a house that was built in, it's 1687 and we connect all to new and it's, it is a bolt on, but, but, but, and so, but the secret sauce, I mean there's, there's a lot there, but is it a PAs layer? You didn't just wrap it in a container and shove it into the public cloud, You've done more than that. I'm inferring, >>You know, the, it's actually an infrastructure layer offering on top of fid. You can obviously run various types of platform services. So for example, down the road, if you have a containerized application, you'll actually be able to TA it from OnPrem and run it on C two. But the NC two offer itself, the NCAA offer itself is an infrastructure level offering. And the trick is that the storage that you're used to the high performance storage that you know, define tenants to begin with, the hypervisor that you're used to, the network constructs that you're used to light MI segmentation for security purposes, all of them are available to you on NC two in Azure, the same way that we're used to do on-prem. And furthermore, managing all of that through Prism, which is our management interface and management console also remains the same. That makes your security model easier, that makes your management challenge easier, that makes it much easier for an application person or the IT office to be able to report back to the board that they have started to execute on the cloud mandate and they've done that much faster than they'll be able to otherwise. >>Great. Thank you for helping us understand the plumbing. So now Thomas, maybe we can get to like the customers. What, what are you seeing, what are the use cases that are, that are gonna emerge for the solution? >>Yeah, I mean we've, you know, we've had a solution for a while, you know, this is now new on Azure's gonna extend the reach of the solution and get us closer to the type of use cases that are unique to Azure in terms of those solutions for analytics and so forth. But the kind of key use cases for us, the first one you know, talks about it is a migration. You know, we see customers on that cloud journey. They're looking to go and move applications wholesale from on premises to public cloud. You know, we make this very easy because in the end they take the same concept that are around the application and make them, we make them available Now in the Azure region, you can do this for any applications. There's no change to the application, no networking change. The same IP will work the same whether you're running on premises or in Azure. >>The app stays exactly the same, manage the same way, protected the same way. So that's a big one. And you know, the type of drivers point politically or maybe I wanna go do something different or I wanna go and shut down location on premises, I need to do that with a given timeline. I can now move first and then take care of optimizing the application to take advantage of all that Azure has to offer. So migration and doing that in a simple fashion, in a very fast manner is, is a key use case. Another one, and this is classic for leveraging public cloud force, which are doing on premises, is disaster recovery. And something that we refer to as elastic disaster recovery, being able to go and actually configure a secondary site to protect your on premises workloads. But I think that site sitting in Azure as a small site, just enough to hold the data that you're replicating and then use the fact that you cannot get access to resources on demand in Azure to scale out the environment, feed over workloads, run them with performance, potentially fill them back to on premises and then shrink back the environment in Azure to again, optimize cost and take advantage of elasticity that you get from public cloud models. >>And then the last one, building on top of that is just the fact that you cannot get bursting use cases and maybe running a large environment, typically desktop, you know, VDI environments that we see running on premises and I have, you know, a seasonal requirement to go and actually enable more workers to go get access the same solution. You could do this by sizing for the large burst capacity on premises wasting resources during the rest of the year. What we see customers do is optimize what they're running on premises and get access to resources on demand in Azure and basically move the workload and now basically get combined desktop running on premises desktops running on NC two on Azure, same desktop images, same management, same services, and do that as a burst use case during, say you're a retailer that has to go and take care of your holiday season. You know, great use case that we see over and over again for our customers, right? And pretty much complimenting the notion of, look, I wanna go to desktop as a service, but right now, now I don't want to refactor the entire application stack. I just won't be able to get access to resources on demand in the right place at the right time. >>Makes sense. I mean this is really all about supporting customers', digital transformations. We all talk about how that was accelerated during the pandemic and, but the cloud is a fundamental component of the digital transformations. And Eric, you, you guys have obviously made a commitment between Microsoft and and Nutanix to simplify hybrid cloud and that journey to the cloud. How should customers, you know, measure that? What does success look like? What's the ultimate vision here? >>Well, the ultimate vision is really twofold. I think the one is to, you know, first is really to ease a customer's journey to the cloud to allow them to take advantage of all the benefits to the cloud, but to do so without having to rewrite their applications or retrain their, their administrators and or, or to obviate their investment that they already have in platforms like, like Nutanix. And so the, the work that companies have done together here, you know, first and foremost is really to allow folks to come to the cloud in the way that they want to come to the cloud and take really the best of both worlds, right? Leverage, leverage their investment in the capabilities of the Nutanix platform, but do so in conjunction with the advantages and and capabilities of of Azure, you know. Second, it is really to extend some of the cloud capabilities down onto the on-premise infrastructure. And so with investments that we've done together with Azure arc for example, we're really extending the Azure control plane down onto on-premise Nutanix clusters and bringing the capabilities that that provides to the Nutanix customer as well as various Azure services like our data services and Azure SQL server. So it's really kind of coming at the problem from, from two directions. One is from kind of traditional on-prem up into the cloud, and then the second is kind of from the cloud leveraging the investment customers have in in on-premise hci. >>Got it. Thank you. Okay, last question. Maybe each of you could just give us one key takeaway for our audience today. Maybe we start with with with with Thomas and then Indu and then Eric you can bring us home. >>Sure. So the key takeaway is, you know, you takes cloud clusters on Azure is ngi, you know, this is something that we've had tremendous demand from our customers, both from the Microsoft side and the Nutanix side going, going back years literally, right? People have been wanting to go and see this, this is now live GA open for business and you know, we're ready to go and engage and ready to scale, right? This is our first step in a long journey in a very key partnership for us at Nutanix. >>Great Indu >>In our Dave. In a prior life about seven or eight, eight years ago, I was a part of a team that took a popular patch preparation software and moved it to the public cloud. And that was a journey that took us four years and probably several hundred million dollars. And if we had had NC two then it would've saved us half the money, but more importantly would've gotten there in one third the time. And that's really the value of this. >>Okay. Eric, bring us home please. >>Yeah, I'll just point out like this is not something that's just both on or something. We, we, we started yesterday. This is something the teams, both companies have been working on together for, for years really. And it's, it's a way of, of deeply integrating Nutanix into the Azure Cloud and with the ultimate goal of, of again, providing cloud capabilities to the Nutanix customer in a way that they can, you know, take advantage of the cloud and then compliment those applications over time with additional Azure services like storage, for example. So it really is a great on-ramp to the cloud for, for customers who have significant investments in, in Nutanix clusters on premise, >>Love the co-engineering and the ability to take advantage of those cloud native tools and capabilities, real customer value. Thanks gentlemen. Really appreciate your time. >>Thank >>You. Thank you. Thank you. >>Okay, keep it right there. You're watching. Accelerate hybrid cloud, that journey with Nutanix and Microsoft technology on the cube. You're leader in enterprise and emerging tech coverage >>Organizations are increasingly moving towards a hybrid cloud model that contains a mix of on premises public and private clouds. A recent study confirms 83% of businesses agree that hybrid multi-cloud is the ideal operating model. Despite its many benefits, deploying a hybrid cloud can be challenging, complex, slow and expensive require different skills and tool sets and separate siloed management interfaces. In fact, 87% of surveyed enterprises believe that multi-cloud success will require simplified management of mixed infrastructures >>With Nutanix and Microsoft. Your hybrid cloud gets the best of both worlds. The predictable costs, performance control and data sovereignty of a private cloud and the scalability, cloud services, ease of use and fractional economics of the public cloud. Whatever your use case, Nutanix cloud clusters simplifies IT. Operations is faster and lowers risk for migration projects, lowers cloud TCO and provides investment optimization and offers effortless, limitless scale and flexibility. Choose NC two to accelerate your business in the cloud and achieve true hybrid cloud success. Take a free self-guided 30 minute test drive of the solutions provisioning steps and use cases at nutanix.com/azure td. >>Okay, so we're just wrapping up accelerate hybrid cloud with Nutanix and Microsoft made possible by Nutanix where we just heard how Nutanix is partnering with cloud and software leader Microsoft to enable customers to execute on a true hybrid cloud vision with actionable solutions. We pushed and got the answer that with NC two on Azure, you get the same stack, the same performance, the same networking, the same automation, the same workflows across on-prem and Azure Estates. Realizing the goal of simplifying and extending on-prem workloads to any Azure region to move apps without complicated refactoring and to be able to tap the full complement of native services that are available on Azure. Remember, all these videos are available on demand@thecube.net and you can check out silicon angle.com for all the news related to this announcement and all things enterprise tech. Please go to nutanix.com as of course information about this announcement and the partnership, but there's also a ton of resources to better understand the Nutanix product portfolio. There are white papers, videos, and other valuable content, so check that out. This is Dave Ante for Lisa Martin with the Cube, your leader in enterprise and emerging tech coverage. Thanks for watching the program and we'll see you next time.

Published Date : Oct 12 2022

SUMMARY :

the senior vice president of products at Nutanix. I mean, I not just ev put everything in the public cloud. I mean it's, it has effectively infinite capacity, the ability to, you know, I wanna, Thomas, if you could talk a little bit, I don't wanna inundate people with the And the first thing that you did with just silos, right? Did I get that right? C to an Azure, it's gonna look like the same cluster that you might be running at the edge this is not just a press releases or a PowerPoint, you had to do some some engineering and shift it to the public cloud, at which point you start the refactor journey. And one of the things that you have done really well with the NC two on Azure is And by the way, I'll tell you a funny sort of anecdote. and shove it into the public cloud, You've done more than that. to the high performance storage that you know, define tenants to begin with, the hypervisor that What, what are you seeing, what are the use cases that are, that are gonna emerge for the solution? the first one you know, talks about it is a migration. And you know, the type of drivers point politically And pretty much complimenting the notion of, look, I wanna go to desktop as a service, during the pandemic and, but the cloud is a fundamental component of the digital transformations. and bringing the capabilities that that provides to the Nutanix customer Maybe each of you could just give us one key takeaway ngi, you know, this is something that we've had tremendous demand from our customers, And that's really the value of this. into the Azure Cloud and with the ultimate goal of, of again, Love the co-engineering and the ability to take advantage of those cloud native Thank you. and Microsoft technology on the cube. of businesses agree that hybrid multi-cloud is the ideal operating model. economics of the public cloud. We pushed and got the answer that with NC two on Azure, you get the

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