>>Live from Barcelona, Spain. It's the Cube covering Cisco Live 2020 right to you by Cisco and its ecosystem partners. >>Welcome to the Cube's live coverage here in Barcelona, Spain, for Cisco Live 2020. I'm John Furrier, host of the Cube Dave Volante Ecosystem Minimum here all week in Barcelona, kicking off 2020 With the keynote analysis, Cisco just unveiled their looks like their plan for the year and what looks like a future direction of Cisco again. We were here past two years covering Cisco Live. We'll be at the US show this year as well. David Stew Keynote analysis. Let's get into it right away. Mostly you start to still see the messaging Positioning unfolding in front of us is clearly not there yet. A lot of people have their check boxes that rotation David get kicked it off. I mean, when we kicked it off David gentler key executive, really leading the charge here. But this is about Cisco setting the table. Let's get into it. What do you guys think? I thought it was a good keynote. I thought was a little bit lacking in the story, telling what was the thread was no common thread. Heard a lot of little cloud. I heard a lot of sis card, a lot of speeds and feeds. Everyone kind of has their turn, and all the top people were on there. What's your thoughts? >>Well, who is? Cisco was my first thought. Is your kid coming out of college? You hear that keynote, which I agree was good keynote. But I still wouldn't be sure exactly what Cisco does on. And so I think that you're right, that messaging needs to be tightened up. There needs to be a threat. At the same time, we saw some innovation. They sort of double down on the December announcements and talked about that. I really liked the collaboration that that's been a sleepy market zoom change that woke everybody up. And so we saw some interesting features. Their stuff on app d. They made a lot of claims, which I don't know if they're true or not. It seemed like VM Ware could do some of that stuff and new relic and some of the others dynatrace. But Cisco is coming at it from a networking area of strength, and, um so I guess my bottom line is, I still wanna understand what that threat is, and they talked about multi cloud. I really do think that Cisco is in the best position to connect those clouds to on Prem and Hybrid. They've got the data from the network, and they're in the best position to leverage that for value for their customers. Kind of came through, but I think it's my inference, not their claim. I was >>a little surprised. A This third year we've done this show, and usually there's, you know, the new tag line, and they were reusing the bridge to possible and feels still where things are coming together. Francisco, as you and John were saying, some of the products moving together. So it's awesome chatter on Twitter said, Oh, great Inter site and Empty, actually going to integrate and work well together on that integration messages, one that Cisco's highlighting Cisco's always had a really broad ecosystem. They put up the video about like, you know, if you know the Internet and everything you've done, we've been there, and we're going to drive that for the next generation in the collaboration space. It's not the same WebEx that you've known forever heck, you know, we're gonna have Microsoft with teams and WebEx trying to squint through that a little bit and say, Okay, well, Cisco's got a bunch of devices. Is that all it is? Is, you know, being saying great. You know, I've got Cisco Devices and therefore, if I'm you know, teams customer for Microsoft, I can plug into that. It seems like there's a lot of inter networking pieces underneath the covers there because Microsoft driving hard in that space. Zoom as you said Dave, for the quick, easy experience that that came out of Cisco. So a lot of things moving in the collaboration space. But in the hardcore data, says center space workload Optimizer is something that they were focused on. Talk about the new router Jonathan Davidson, who we'll have on the Cube tomorrow, talking about that space. So Cisco's got a very broad portfolio, and John, I think you nailed it. I did not come out of it. A consistent You know who Cisco is. The message for how we're going to partner with in the future. >>The day bring up a good point college kid looks at This is a good way to kind of zoom out of the technical world. Remember, David Gettler is a technical person. He ran engineering. He sees his big marketing word is multi domain. Come on, Multi domain is not a marketing word. It's just it's a technical feature, but >>this is a >>technical show and a lot of their audience here at the show. We are techies, and so it's clear to me that Cisco's brick by brick building the sass ification, the cloud ification of Cisco and this is something. I think they're not yet ready to pull the switch on Dave as to use a sailing analogy as they attack into the marketplace. They got to do a full turn on the boat. I think this is just the progression. I think it's natural to see Cisco spending millions of billions of dollars as we heard cloud defying and creating this subscription business model. The other notable things is you start to see some tell signs from the keynote, a few little things and I picked up out of this that shows that they're kind of going in the right direction. Still a lot more work to do, and the story needs to be up leveled a bit. I totally agree, rather than just speeds and feeds the classic enterprise. But Wendy hit it clearly. Business model is the new killer app, and I think all the things that we've discussed over the past 10 years to past five, in particular with Cloud Native is the business outcomes is what the APS are focused on. And so they're headlining the event with APP application dynamics, which makes sense. But it's not clear enough that the business model is the key to everything, and you're gonna connect businesses what Cisco does. I mean, what a Cisco Date. They connect business that's been their their mission. From day one, they >>got to take that message, bring it >>up with the applications, are driving business model changes and results. And I think that's the thread they're trying to get through and trying to thread the needle. They're they're just not ready. >>See, from an umbrella messaging standpoint, I think that would have been a lot more effective. But some of the things that I liked in the keynote, you know, Wendy Mars did talk about the importance of privacy, how Europe is leading in diversity. So so that is really important. And they also talked about how last decade was all about enabling APS. And this decade is going to be all about enabling APs and to your point, about enabling business. John. They talked a lot about bringing I t an OT together lists, and Tony really made a big point of that. When we walked into The DEV. Net zone, there was all these network engineers looking at an I O T presentation, these air I t guys trying to learn about the edge in OT. And so I think that's a really important message to the collaboration front. You know, some neat, neat features I just wanted to mention. But my understanding is that Microsoft Teams is all about taking its the old Skype business, which has, like, fallen off a cliff because everybody hates Skype and migrating at the team so they can compete more effectively with WebEx and the rest of them. So again, a lot of different parts of Cisco, but I think there was some definite innovation there, and then when I talked about they're December announcements the optics, the silicon one and the software bringing that together, you know, that is going to power service providers for the next 5 10 years, >>we'll do. I want to get your thoughts here because one of the things that we're observing and they've got hit with teams is that they're kind of groping a little bit on areas. Everyone's gonna get their time on stage. I get that. You know, the comment I made yesterday in our pre game day zero analysis was that there needs to be a Tesla of this industry and to completely change the game. So I think Cisco, if they take the business, we're connecting businesses and looking for a business model. Change is we're gonna look for the engine of the of the car of the application of the company and then what it ISS. So Cisco as a company, is the car, the engines were there, the weaknesses. So if you look at Cisco, all they do is talk about the engine and the features of the Pistons and all the technical speeds and feeds. That's great, but at the end of the day it's a new environment on the business front and I think they got to get that kind of conversion and bring that together Because, of course, they have to check the boxes on. Look, we've got a new engine. We've got new clouds modification. This is where it's at, but it's the destination that you're driving to, which is a business model Outcomes. So, you know, under the hood, are they there? So it seems to be they're still trying to get the engine fixed, and then they could roll out >>one of the things when we always look at all of these keynotes is Are they effectively letting customers tell their story? And does that resonate with what they're talking about? For the piece I saw, I only saw two customers. There was a video with Michael Bay, Great special effects. And actually, you know, I thought it kind of resonated because it's like, Okay, you know, I've got 10 locations shooting around the world and you know, there's terror, bits of information. He's like, I don't even know what a terabyte. It sounds like a dinosaur. And of course, all the networking like Ha ha. You know, you do cool exploding stuff, but you don't know what a terabyte is. And then they had Airbus and Dave, you talked about. Listen, Tony got up on stage and look at it and ot they don't play well together and that's we've done research, looking at the challenge of really delivering on I ot it is that schism between I T and OT and I would have loved to hear a little bit more because she said, Oh well, our tools just enable ot to work on anything. It's not that easy. Just >>well, I throw >>those two worlds >>together, key their security, and we're talking about securing critical infrastructure and really, that's a whole new opportunity in realm. I mean, it kind of came through, but But that's the linchpin is really securing that critical infrastructure, whether it's power plants, it roads, all kinds of logistics and a >>lot of one on Dave. I mean, this is the whole point about Cisco's challenges. One from a story standpoint is complex from a technology integration standpoint complex because you got application awareness, which is going down to the network. And then they showed a lot of that, and I thought that was a key highlight that didn't actually come through, but they did present it. They got the clarification story And then they got network automation all those things, as well as five g around the corner. Silicon One is a lot coming >>together. Nailed that, I mean, no doubt, >>a lot coming together. And I think the key is Is that Scott? Harold nailed it. I think we get clearer and the team are right on the money. On terms of the engine is intent based networking. Multi domain. Is that to me means multi cloud and hybrid. Nail that, and you can get those kinds of innovations. And I think Scott Harrell said it. Simplification is key security and inclusive of the cloud that one word to use, he said. We're talking about something that's inclusive of cloud. He really slam Cloud, he said. You know, it's a fancy place. It's Nirvana. But don't forget the intent of having the on premise basically. So I thought that was a nice thread, the three layers of insight security business in I T. But to me it's simple. I think Cisco needs to think differently around how they position themselves, because if they're going to throw WebEx out there and throw out all these analytics and data, they're a data company. They're a data first company, and they have to be a video first company of its five G. And they got to be a virtual first company because the new future workplace is about having those kinds of workloads running those kinds of app set, you know, feed the modern enterprise. And to me, my premise is, if you can automate it, it's not a feature for the modern modern enterprise has. Automation will be critical of everything, and you can't have bloated software running virtual first environment. >>But to your point, Cisco's advantage is that the data is running through the network, so they have visibility on that data. So they are in a very good position to leverage that data for automation and to connect businesses. Networks of data video is killer feature for that. I mean, they really are the only company right now in the business that can do that. >>Yeah, actually, I like the analogy. They said you should think of the network as a sensor. This is what's going to be able to drive your insight and outcomes. It's not just the plumbing anymore, but you know, that's one of the earliest areas where we drove analytics and data out of everything that's going on and set them up for that machine learning and AI world that people are driving toe extract data >>and to your point on cloud. I mean, look it. They know that you sort of reference that the cloud is slowly eating away at their opportunity because I T practitioners will tell you what the more we do in the cloud, the less we're gonna have to spend on our own network year. >>Yeah, but here's the thing that's coming out. And during the SD win section, I was making some comments >>on >>YouTube channel. SD Win is really, to me, a bellwether of how this goes because latency matters. If you're in the Cisco ecosystem, it's late in the late latency. And if the win is the new land, which is my premise than the interactions with security between the routes becomes critical, right? So you have to have that kind of insight. So we look at something like Web experiences on the collaboration side is that product truly defined for that environment? And I think you mentioned Zoom earlier as kind of waking everyone up is they've built a product around latency and around the environment around land, not the land. So WebEx and desktop is not the state of the art. So unless you got an NVIDIA graphics card designed into it and gaming rig, it's gotta be mobile. It's gonna be over a land link for virtual. And I think if the software to bloated, it's not gonna work. And I think that's gonna be an area that Cisco is going to look at and say, Does these products fit this new use case? >>Okay, so let's say three days of coverage, right? We did. Day Zero is actually four days of coverage for us. We got a lot of good guests coming on. A lot of Cisco execs. What >>are you guys looking for? This. Let's go look at the week we had a lot of guests coming on. Dave's do. What are you guys looking for? In terms of analysis? What are you looking to tease out of the show? >>Well, like any of these shows, I'm really trying to look at the substance, trying to understand the announcements that they're making, how real they are and how they map into the customer's view of what it is that they need. I say the collaboration thing is interesting to me. I was really concerned about Cisco. I thought they were just sort of sitting on their laurels. I think they're WebEx install Base is gonna really look hard at these features. If they're in fact, they're available. I want to understand from practitioners and particularly service providers, You know what they think of all this new stuff that's coming out cause it's expensive. But that's a big, big cap ex investment for these guys. And I want understanding the core Cisco business, their their data center business, their networks. They're hyper converged where they stand competitively. And the last thing is the partner ecosystem. You know, we've talked about how they have to walk a fine line between, you know, servicing guys like IBM and Netapp and then also competing with their former great partner in EMC now Dell, EMC, and how they're gonna go forward in the next 10 years. >>Yeah, you touched on the partner ecosystem and service riders. Edge is the next big opportunity for Cisco, and how will they leverage what they're doing to support all of those partners? going forward. Big thing I'm looking for this week as well as a Z you said Dave. Maturation of a lot of the pieces that they add. Where's the substance behind the announcements that they've made? How much of them are table stakes that we see some of the other environs? Collaboration Space John. As you said, Oh, here's these things on the desktop I could do all these things on my phone was so trying to understand what is differentiated >>awesome for me I'm looking for actually, we're in the Dev Net Zone Cube. I'm looking for the developer equations that came up clear, kind of last with Susie Wee. But she put the new world of developers that's going to change the whole CC certification area and on the ecosystem. And for the developers, it's a C I O T. D and a center Inter site an umbrella. Outside of that, I'm gonna be looking for how Cisco is looking at cloud ification of networking network as a service way into Cloud versus internal SD win simplification of the edge security and networking common policy to name a few know talk a WiFi. I mean, WiFi is the preferred connectivity point inside the enterprise. And how does that relate to the whole edge thing? Application awareness. I really jazzed up by app D and I think where they're going with that is really gonna be the front end of that network policy. And that application awareness is critical on finally network automation from See I CD pipeline into analytics and how that relates to Fixed Wireless the five G, which is going to be I o. T. In the subscription based model. So yeah, to me, that's the That's the big picture. I want to dig into those areas >>that you are the things if I May 1 is this gestalt of, um, I'm gonna buy best of breed or am I going to buy from, you know, one throat to choke? And I think Cisco is obviously trying to be the ladder, and I think the last for me. Security, security, security. And how is Cisco going to help practitioners implement the best security possible? >>Yeah. And John John mentioned in the DEV. Net zone. It is that modernization of the workforce, one of the last things in the keynote they want, accelerate the 1st 500 certified definite engineers out there. So what Sisi Iea's had been doing for many decades, many of them in the future are going to be part of that dev net with security being one of the key areas that we focus >>on. And, of course, we're the top story that so far out of the keynote to me, the top story so far is that Cisco is not gonna yield to the big cloud guys, They're brick by brick moving the needle on their rebooting of their products to be cloud enabled for hybrid. And then ultimately, in multi cloud. And I still think the big switches coming. They haven't pull that lever. They haven't yet made a big move, I think a lot more to come. So we're gonna be digging in to the guys. Thanks for the analysis. Keynote analysis here. Day one of Cisco live in Barcelona kicking off in setting the agenda for 2020. It's the cube coverage. I'm John for Stu Minima Dave Volante. We'll be right back with more live coverage after this short break. >>Yeah, yeah, yeah

>> Live from San Diego, California It's the queue covering Sisqo Live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back to San Diego. Everybody watching the Cube, the leader in live tech coverage. This day. One of our coverage of Sisqo Live 2019 from San Diego. I'm Dave a lot with my co host to minimum. Lisa Martin is also here. Kip Compton is the senior vice president of Cisco's Cloud Platform and Solutions, and he's joined by Fabio Gori was the senior director of Cloud Solutions Marketing. Gentlemen, thanks so much for coming on the Cube. >> Thanks. Great to be here having us. >> You're very welcome, Fabio. So, Kip, Let's start with you. I want to start with a customer perspective. People are transforming. Cloud is part of that innovation cocktail, if you will. Absolutely. How would you summarize your customers? Cloud strategies? >> Well, I mean, in one word, I'd say Multi cloud, and it's what I've been saying for some time. Is Custer's air really expanding into the cloud and it really expanding into multiple clouds? And what's driving that is the need to take advantage of the innovation in the economics that are offered in the various clouds, and we sit like to say that they're expanding into the cloud because for the vast majority, their coast of our coasters, they have data centers. They're going to continue to have data centers. Nothing's going to keep running in those data centers now. What's happening is they thought it would be easy to start with everyone here. CEO Chuck likes to talk about, however, and thought they just moved to the cloud like moving to another neighborhood. Everything would be great. Well, when they're multiple clouds, you leaving some stuff on him. All of a sudden, what was supposed to be simple and easy becomes quite complex. >> Yeah, I've often said Well, multi club was kind of a symptom of multi vendor. But what you're saying is, essentially, it's it's becoming horses for courses, the workload matching the workload with the best cloud to solve that problem. >> I think it's a feature not above. I think it's here to stay. >> So how is that informing your strategy is Cisco? >> Well, you know, we're very customer responsive, and we see this problem and we look at how we can solve it and what customs have told us is that they want access to the different innovation in these different clouds and the different economic offers in each of these clouds. But they want to do it with less complexity, and they want to do it with less friction. And there's a bunch of areas where they're not looking for innovation. They don't need things work differently in networking. They want one way for networking to work across the multiple clouds and, frankly, to integrate with their own primus. Well. Likewise, for Security. A lot of Custer's air a little freaked out by the idea that there be different security regimes in every cloud that they use and maybe even different than what they already have on him. So they want that to be connected and to work management an application lifecycle. They're worried about that. They're like they don't want it to be different in every single cloud. A map Dynamics is a great example of an asset here. We got strong feedback for our customers that they needed to be able to measure the application performance in a common way across the environments. When imagine going to your CEO and talking about the performance of applications and having different metrics. 2,000,000,000 where it's hosted. It doesn't make any sense in terms of getting business insights. So I've dynamics is another example of something that Custer's one across all of that. So we really see Cisco's role is bringing all of those common capabilities and really reducing the complexity and friction of multi Cobb, enabling our customers to really take the most advantage possible. Multiple cloud. >> So Fabio kept talked about how moving to cloud is a little bit more complex than moving house from one neighborhood to the other. What are some of the key challenges that you guys are seeing? And how specifically is Cisco helping to ameliorate some of those challenges? >> Well, there are some challenges that are squarely in the camp where we can help. Others are related, and probably they're the toughest in clouds to fundamentally acquisition of talent. Right way can help with our custom off course with our partner ecosystem in this case, but a lot of that is really the culture of the company needs to change, right? We keep talking about develops way, keep talking about what does he mean operating this infrastructure in the cloud. It's a whole different ballgame, right? It's a continues integration, continues. Development is actually moving toe agile, kind of softer. The album models. And, you know, I very often do the analogy or what we've seen a few years ago in the data center space where we so actually, the end off the super specialization, like people on Lino in storage, all innit, working on ly computing. And then we saw the rise of people fundamentally expert in in the entire stack. We're seeing the same in the cloud with the rise of the Cloud Architect. These guys now are the ones they're behind building Cloud Centre of excellence. The issue. If you want guidance, where's the control remains into the other team's right. But this is very, very important. So it's overcoming, overcoming the talent gap and knowing how to deal with that on the bottom of that on the other side, so you get a free economy is technology challenges. For instance, embracing Q Burnett is becomes an embracing open source is a big, big challenge, right? You've gotta be able to master this kind of science if you want and trusting partners like, for instance, ourselves and others that will give you a curated versions of the softer image in life. Very often do customer meetings, and I ask how many how many tools to use in production for your Cuban Embassy plantation? And the answer ranges from 20 to 25. It's crazy, right? So imagine if 12 or three of these stools go away. What are you going to do? So you know, it's it's a whole different ball game really going to go into this kind of world. So Kip, we understand >> today, customers are multi cloud and future. It's going to be multi cloud. Think So. >> How do we make >> sure that multi cloud doesn't become least Domine, Denominator Cloud? Or, you know, you really say All I have is this combination of a bunch of pieces like the old multi vendor. How does multi cloud become more powerful than just the sum of its components? Is a good question, and we've really, I mean, way support a lot of different ways of accessing a cloud, Francisco, because we have such a broad Custer base and our goal is really to support our customers. However, they want to work. But we have made a bet in terms of avoiding the lowest common denominator on DH. Some people look ATT, accessing multiple clouds as sort of laying down one software platform and writing their software to one set of AP eyes that they didn't somehow implement in every cloud. And I think that does tend to get you to lowest common denominator because, you know, if you want to be on the Alexis Smart speaker, you have to be on the Lambda Service at a job. Yes, that's it. It doesn't exist anywhere else. And so if you're trying to create a common layer across so your clouds and that's your approach, you have to give up unique capabilities like that. And almost every consumer brand wants to be our needs to be on that election. Smart speaker. So we actually see it is more taking the functions that are not points of innovation, reducing the friction and leaving our customers with the time and energy to focus on taking advantage of their unique capabilities. And Fabio, you're partnering at Cisco with a number of their providers out there. Where are we with the maturity of all this? We were at the Cube con show and you know you're right. There's a lot of different tools. Simple is not what we're discussing, mostly out that show. So what do we solve today? And what kind of things does Cisco and its partners look to be solving kind of in the next 6 to 12 months? >> Partner? Partnering with this big players is absolutely a company priority for us, for Cisco, and one thing that's important is you, said multi vendor at the beginning. That was an interesting common, because if you think about it, multiple out is really business need, right? You want a hardness, innovation wherever it comes from. But then when you work with a specific provider in your reach, critical mass you want tohave integrations with this with this different providers, and that is the hybrid world. So hybrid is more of a technology need to streamline things like networking or security, or the way you storage because the poor things of this nature so that's three. Liza is a big need, and we'll continue, of course, adding more and more from the standpoint of partnerships every every one of the environments in our customers want to uses of interest for us, right to extend their policies to extend our reach. >> So just following up on that partnership, You guys air cloud agnostic, You don't own your own clouds, right? Not selling that. So you were at Google Cloud next to Europe on stage David Gettler, you've got a relationship with as your you got relationship with a W s. Obviously so talking about the importance of partnerships and specific strategy there in terms of your go to market, >> Well, you know, first, all the partnerships or critical I mean, it's you said we're not trying to move the workload Stark filed. And by the way, a lot of our customers has said that something that they value they see us is one of the biggest, most capable companies on the planet. That still is someone. I got sick and ableto work with them on. What's the right answer for their business? Not trying to move everything to one place and those partnerships a critical. So you're going to see us continue Teo building this partnerships. In fact, it's only day one here. I wouldn't be surprised if you saw some news this week on that. >> We were wondering if we're going to see somebody parachute in, that would be exciting. So why Cisco? Uh, ask each of you guys Maybe maybe, kid, you could You could give us the answer from your perspective and an Aussie. The same question. >> Well, from my perspective, it's based on what our customers tell us that again. You know, the things that were very good at things like networking and security are some of the biggest problems that our customs face in taking advantage of clouds and are some of things that they most want common across clouds. So we have a very natural role in this. I actually think back to the founding of Cisco, if you know the story. But it was Sandy Lerner and Limbo zakat Stanford. Their networks couldn't talk each other. You didn't remember back to the days like deck net and apple talk and all these things. It's hard to even recall because this new thing called peace pipe he obviously took over. That was the beginning of Sisko is building the multi protocol router that let those different islands talk each other. In many ways, Custer's see us doing sort of the same thing or want us to do the same thing in a multi cloud world. >> Well, just aside before I ask you, Fabian, a lot of people think that, you know, the microprocessor revolution killed many computers. IPads. Cisco kind of killed many computers to your point. But, Fabio, anything you would add to the sort of wisest >> guy would say, If you want my three seconds elevator peaches, we make multiple easier and more secure. Multiple this complex. So we definitely make it easier through our software. And we have three big buckets if you want there really compelling for for our customers, the 1st 1 is all of our software. Arsenal around weapon on his cloud center work looked a musician manager that helps last summer in building a unified application management kind of soft or sweet across home Prem and any of the public clouds that we've been talking about. The 2nd 1 is, as you said, we build on our DNA, which is, if you want and you heard Gettler today are multi domain kind of architecture, right, which is incredibly relevant in this case, you are not working in security. Fabric really is important there, and the thirties are ability because we don't compete with any other big players to partner with them and solve problems for our customers. So these three buckets are really, really important that deliver. Ah hi business value to >> our customers if I want to come back to something we're talking about is the Customs said the customers don't want a different security regime for each cloud, right? So it's complicated because, first of all, they're trying to struggle with their own security regime anyway, Right? Right? And that's transforming. What is the right right? Sorry security regime in this cloud here. How is it evolving? >> Well, me, What we're doing is we're bringing tools like Te Trae Shen, which now runs on prim and in the clouds. Things like stealth watch what's runs on permanent cloud and simply bringing them security frameworks that are very effective where I think a very capable of well known security vendor, but bringing them the capability to run the same capabilities in there on prem environments in their data centers as well as a multiple public clouds, and that just eliminates the scenes that hackers could maybe get into. It makes common policy possibles. They going to find policy around an application once and have it apply across Balto environments, which not only is easier for them but eliminates potential mistakes that they might make that might leave things open. Joe Hacker. So for us, it's that simple bringing very effective common frameworks for security across all these >> years. You certainly see the awareness of the security imperative moving beyond the SEC ops team. There's no question about that. It's now board level lines of business are worried about. For their digital transformation was data, but our organizations at the point where there operationalize ing security practices and the like, you know, to the extent that they should be >> well, I mean, I think when you say they should be, there's always room for improvement. Okay, but we're seeing just about all of our customers. I mean, as you said, securities is a sea level, if not a board level discussion and just about all of our customers. It's routinely top first or second concern on a survey when Custer's saw about what's concerning them with the clouds. And so we're seeing them really view, you know, security's foundational to what they're doing. >> I mean, it used to be. This sort of failure equals fire mentality. You somebody cracks through, you're fired. And so nobody talked about it. Now I think people realize, look, bad guys are going to get through. It's how you respond to them. Don't you think about how you using analytics, but yeah. So >> when we start just the >> way you were moving quickly >> towards, well, more or less quickly to a zero trust kind ofwork thie action assist you in this area every since the acquisition ofthe duo is performing exceptionally well. And if you want at the top of the security ecosystem in a multi polar world, you find identity because if you don't know who the user or the thing is, they're trying to use a certain application, you're in trouble because perimeter, all security off course is important. But you know that you're going to be penetrated, right? So it boils down to understanding who's doing what and re mediating a soon as possible. So it's a whole different paradigm >> of a security huge tail. When Francisco it's a business growing 21% a year, it's three more than three times the growth of the company. Overall, which is actually still pretty good. Five or 6%. So security rocketship? >> Yeah, Fabio, Just I noticed before we did the interview here that everybody is wearing the T shirts. The cloud takeover is happening here at the definite zone. So give those of us that you know aren't among the 28,000 you know here at the show. A little bit of what's happening from you're >> gonna do something unusual going, gonna turn that question to keep because he was actually on stage >> the second single. Why don't you just get that off? You know, I think it links back to it. Bobby. Always talking about what talent I mean, obviously the most important thing we bring our customers is the technology. We are a technology company, but so many of our customers were asking us to help them with this talent cap. And I think the growth of definite I mean, we're actually sitting here in the definite zone. It's got its own area Here. It's Sisk alive. It's gotten bigger every single year. Here it's just go live. The growth of definite is a sign of how important talent issue is as well as the new certifications that we announce we expanded our certification program to include software conjuncture with Dev. Net. So now people be able to get professional certifications Francisco not just on networking but on software capabilities and skills. And this is something both our partners, our customers have told us. They're really looking for now in terms of the takeover, it's something fun that the definite crew does. I think you're doing five of them during this week. I was really excited, Suzy. We asked us to be the first Eso es the opportunity. Kick it off. It does include beer. So that's one of the nice things. It includes T shirts, both things that I think are prevalent in the developer community. I'll say, Andi, just have an hour where the focus is on cloud technology. So we got everyone in cloud T shirts, a bunch of the experts for my product enduring teams on hand. We had some special presentations, were just many an hour focused on cloud >> Well, and I love that you're doing that definite zone. We've always been super impressed with this whole notion of infrastructures code. I think I've said many times of all the traditional enterprise cos you know computer companies, if you will hae t companies Cisco has done a better job of anybody than making its infrastructure programmable. We're talking about security before it's critical. If you're still tossing stuff over to the operations team, you're gonna be have exposures. Whereas you guys are in a position now and you talk talent, you're transitioning. You know the role of the C C I. A. And now is becoming essentially a developer of infrastructure is code, and it's a very powerful absolutely. I think we're >> helping our partners and our customers transform. Justus were transforming. I think it's kind of a symbiotic relationship that's super important to us. >> It's also important you think about the balancing act between agility, cost, called security or even data assurance. There. Tradeoffs involved the nobs. You have to turn, but you can. You can you achieve all three, you know, to optimize your business. >> Look, there may always be trade offs, but it's not sort of a zero sum game. All those we sing customers who've automated that through things like C I. D. Move Teo, you know, a different place in a much better place where They're not necessarily making trade offs on security to get better agility if they fully off if they fully automated their deployment chains. So they know that there are no mistakes there. They know that they have the ability to roll out fixes if they need to. They know that they're containers, for instance. They're being scanned from a security perspective, very every time they deploy them. They're actually able to build automated infrastructures that are more agile and more secure so that it's pretty exciting. >> So it involves the automated change management and date assurance talking about containers. That's interesting. Spinning up containers. You want to spend it down frequently. So the bad guys that makes it harder for them to get through. >> You talk about BM sprawling, right? Yeah, right. The Janus sprawling biggest issues out there. And by the way, you know, as you automate this infrastructure, rightly so you mention infrastructures code that you can do the other magic, which is introducing machine learning artificial intelligence. And today they get learn such Gupta gave school. Harold, thank you. Have a terrific demonstration off. You know, finding Rocco's analysis for very, very complex kind of problems that will take forever in the old fashion world. Now, all of a sudden you have the management system. In this case, the nation tells you actually where the problem is, and if you value there that you click a button and instantaneously you deploy, you know, new policies and configuration. That's a dream come true. Literally, you may say, probably we're the last ones to the party in terms of infrastructure players, the industry means. But we're getting there very quickly, and this is a whole new set of possibilities now, >> way talking the cube a lot, and I think it's really relevant for what I'm hearing about your strategies. This cloud is about bringing the cloud operating model to your data wherever your data lives. And that seems to be kind of underscore your your strategy. Absolutely. It's so edge cloud on Prem hybrid, you guys, Your strategy is really to enable customers to bring that operating model wherever they need to. Absolutely right >> that transparency is a big deal. I mean, application anywhere, eating. Did I anywhere? That's a world where we're going to >> guys thoughts. Final thoughts on Sisqo live this year. No, it's only day one gets a customer meetings tonight, but initial impression San Diego >> Well, it's It's a well, it's always great to be in San Diego on DH. It's a great facility, and we know our customers really enjoy San Diego is Well, I think we'll have a great customer appreciation event on Wednesday night. Um, but, you know, I was struck. Uh, you just have to the keynote. I mean, the world solutions was buzzing, and there seems to be is always a lot of energy. It's just go live. But somehow so far this season, maybe even a little bit more energy. I know we've got a number of announcements coming this week across a bunch different areas, including clouds. So we're excited for next few days. >> Well, you got the double whammy first half. We were in February when Barcelona guys don't waste any time. You come right back. And June, your final thoughts value. >> Oh, it's just so exciting to speak with customers and partners. Over here, you can touch their excitement. People love to come together and get old. The news, you know, in one place it's this tremendous amount of energy here. >> Keep copter Fabio Gori. Thanks so much for coming on The Cube. Appreciate it. Thank you for having your walkabout, keeper. Right, everybody. We'll be back with our next guest. David Out. A student of Aunt Lisa Martin. We're live from Cisco Live 2019 in San Diego, right back.

>> fly from San Francisco. It's the Cube covering Google Cloud next nineteen Tio by Google Cloud and its ecosystem partners. >> Run. Welcome to the Cube here, live in San Francisco on Mosconi South were on the floor at Google. Next twenty nineteen. Hashtag Google Next nineteen. I'm John for my co host this week for three days and wall to wall coverage of Google's cloud conference is with Dave. Alonso Has too many men. Guys day one of three days of wall to wall coverage. We got Thomas Curry in the new CEO on the job for ten weeks. Took the realm from Diane Green. Thirty five thousand attendees. It's packed. It's definitely a developer crowd. It feels a lot like a WS, not a corporate show like Microsoft or IBM or others or Oracle. It's really more about developers. We just heard the Kino. Google's making some moves. The new CEO is gonna put on a show. He saw two customers you see in the positioning. Soon DARPA Kai, the CEO of Google, came out really kind of. Ah, interesting keynote Feels like Thomas's that's gonna shake that Oracle off, but he's guns blaring. Some new announcements. Guys, let's do a round upon the keynote. >> Yeah. So, John, as you said, a great energy here that this place is bustling sitting here where we are, we could see everybody is going through the Expo Hall. As you said. Is Google serious about this? This whole cloud activity? Absolutely. There's no better way than to have your CEO up. There we go, The Amazon show. You don't see Jeff Bezos there into the Microsoft shows? You know, you don't usually see you know their CEO. There you have the Cloud Group does the cloud thing, but absolutely. Cloud is a critical piece of what Google is doing. And it's interesting because I actually didn't feel as geeky and his developer focused as I would expect to see at a Google show. Maybe they've heard that feedback for years that, you know, Google makes great stuff, but they're too smart in there, too geeky When you go to the Amazon show, they're announcing all of the different, you know, puting storage pieces and everybody's hooting and hollering. Here it was a little bit more business. It was high level. They had all these partners out on stage and customers out on stage. Many of them, you know, you talk about retail and health care and all these other ones where you say, Okay, Amazons, a major competitor there. So, you know, can Google stake their claim as to how they're going to move up from the number three position and gain more market share? You know, as they fit into the multi cloud, which we know we're going to spend a lot of time on, wears their position in this cloud space today. >> What your thoughts. >> Well, first of all, there's a big show. I mean, it's we're here at IBM thick in February. This feels like a much, much larger event, Number one Stew said. It's really much more developer heavy, I think. John, there's no question people don't question Googles Global Cloud Presence. Soon Dar talked about two hundred countries, ninety cloud regions fifty eight plus two new data centers. So no question there. But there are questions as to whether or not Google could move beyond search and maps and Gmail and really be a big cloud player for Enterprise Cloud that really is to the elephant in the room. Can Google innovate and attractive CEOs? They showed a number of customers, not nearly, of course, as many as what Amazon or even Microsoft would show. They're talking about ecosystem. To me, that ecosystem slide. It's got a cord truthful this year to really show some progress. But you've got new leadership as we talked about last year, John and love to get your thoughts on this. Google's playing the long game. They've got the best tech and you know they've got great data. Great. Aye, aye. I want to take >> into the new rebranding of the Google Cloud platform, which is now called Antos, which is a Greek word for flour. We kind of had visibility into This would kind of start coming. But before we get into that, I want to just kind of point out something that we've reported on looking angle, some that we've been saying on Twitter on DH about Diane Greene. It's been reported that she was fired from Google for missing on red hat. All these rumors, but interesting Thomas Koreans first words, a CEO on stage. It was a direct shout out to Diane Greene. I think this validates our reporting and our analysis that Diane Green absolutely helped hire curry and work with the boy workers Sundar And essentially, because she was the architect of rebuilding Google Clouds Enterprise chops the team there that she recruited we've been following and covering. Diane Green built that foundation. She passed the torch. Thomas Curry. This was not a Diane Green firing, so I think I think Thomas Carrion nice gesture on Diane Green kind of sets the table and validates and preserves her legacy as the rebuilder re architect of Google Cloud. >> Pretty interesting. Yeah. I mean, you know, I think this where there's some smoke, there's fire that don't think Diana Corning court fired. I think you know that she was under a lot of pressure. She was here for seven years. I think they probably felt like Okay, now it's time to really bring somebody in. Who wants to take this to the next level? And I'll die unnecessarily had the stomach for that >> John Really great points there. But it does talk about you know what is the culture of Google? You know, the elephant The room is what is Google? Google makes you know most of their money on advertising. That's not what Google Cloud is. It doesn't fit into the additional model. You know, Google's culture is not geared for the enterprise. As you know that the critique on Google for years has been We make really great stuff and you need to be Google E. And you need to do things the way we do Thomas Koreans out there. We need to meet customers where they are today. That's very much what we hear in the Enterprise. That that's what you hear. You know when you talk about Amazon or Microsoft, they're listening to their customers. They're meeting them at their business applications there, helping them build new environment. So, you know, will Google be a little less googly on DH? Therefore, you know, meet customers and help work them, and that leads to the multi clouding the anthros discussed. >> We heard a lot about that today. I mean, John, you've pointed out many, many times that Cooper Netease is the linchpin to Google strategy. It's really you know, that was the kind of like a Hail Mary relative Tae Ws and that's what we heard today. Multi cloud, multi cloud, multi cloud, where is with a W s. And certainly to a lesser extent, Oracle. It's Unit Cloud Multi Cloud is more expensive is what they tell us. Multi cloud is less secure. A multi cloud is more complex. Google's messaging is exactly the opposite of >> that. So, Dave, just to poke it that a little bit, is great to see Sanjay *** Inn up on stage with VM wear. But where we last cvm were to cloud show. It's an Amazon. They've got a deep partnership here. Cooper Netease is not a differentiator for Google. Everybody's doing it. Even Amazon is being, you know, forced to be involved in it. Cisco was up on stage. This guy's got a deep partnership with Amazon and a ks. So you know, Cooper Netease is not a magic layers. Good job, Ada said on the Cube. Q. Khan. It is something that you know Google, that management layer and how I live in a multi cloud environment. Yes, Google might be further along with multi cloud messaging, then say Amazon is, But you know, Amazons, the leader in this space and everybody that has multiple clouds, Amazons, one of them, even the keynote >> This morning aboard Air Force right eight, I was forced into Cooper days you're not CNW s run demos that show, you know, a target of the Google clouded the Microsoft. You saw that today from Google >> while we see how the Amazon demos with our oracle. But that's the result. Let's let's hold off on the partisan saying, Let's go through the Kino So the Diane Green comment also AOL came out. Who runs VP of Engineer. He's the architect. One. This Antos product. Last year, they announced on G. C. P s basically a hybrid solution G a general availability of Antos, which has security built in out of the box. Multi cloud security integrated for continues integration, confused development, CCD pipeline ing very key news and that was really interesting. This is such a their new platform that they've rebranded called Antos. This is a way for them to essentially start posturing from just hybrid to multi cloud. This is the shift of of Google. They want to be the on premise cloud solution and on any cloud, your thoughts. >> You know, the demo said it all. The ability to take V m movement two containers and move them anywhere right once and move anywhere and that, I think, is is the key differentiator right now. Relative to certainly eight of us. Lesser extent Microsoft, IBM right there with red hat. That's to me The interesting angle >> Here. Look, Google has a strong history with Ken Containers. If you if you scroll back to the early days of doctor twenty fourteen, twenty, fifty, Google's out there as to how many you know, it just so many containers that they're building up and tearing down. However you go to the Microsoft. So you go to the Amazon show. We're starting to talk a lot more about server list. We're gonna have the product lead for surveillance on today. I'm excited to dig into that because on a little bit concerned that Google is so deep in the containers and how you Burnett eases, they're looking for, like a native to connect the pieces, but that they are a little bit behind in some of the next generation architectures built on journalists for death. >> I want to make a point here if you're not the leader in cloud which, you know in Enterprise Cloud, which Google is not, you know, IBM is not or, you know, Oracle is not okay, fine, but if you don't have a cloud like Cisco or Dell or VM, where you have to go after multi cloud. Amazon's not in a rush to go after multi cloud. There's no reason down the road. Amazon can't go after that opportunity. To the extent that it's a real tam, it's There's a long way to go. Talk about early innings were like having started the game of Outpost >> hasn't even been spect out. Yes, sir, there has not been relieved. So we're seeing what Amazon's got knowing they are the clouds. So they're the incumbent. Interesting enough on Jennifer Lin. You mention the demo. Jennifer Lin Cube alumni. We gonna interview her later. She introduced on those migrate Kind of reminds me of some of the best shows we have the migration tools and that migrates work clothes from PM wears into containers running in containers. As you mentioned. A. This is an end and no modified co changes. That's a big deal, >> John. Exactly on Twitter, people are going. Is this the next emotion? You know, those of us who've been in the industry while remember how powerful that was able to seamlessly migrate? You know, the EMS and containers at, You know, I shouldn't have to think about Colin building it where it lives. That was the promise of has for all those years and absolutely things like uber Netease what Google's doing, chipping away at that. They're partnering with Cisco, there partner with pivotal parting with lots of companies so that that portability of code isa lot of >> Master Jack is a cloud of emotion. I mean, we know what the motion did in the Enterprise. >> To me, that's the star. The keynote is actually the rebranding associate positioning thing. But the star of the show is the Jennifer Lin demo, because if anthems migrate actually works, that's going to tell. Sign to me on how fast Google can take territory now. What's interesting also with the announcements, was, I want to get you guys thoughts on this because we cover ecosystems, we cover how Cloud and Enterprise have been pardoning over the years. Enterprise is not that easy. Google has found out the hard way Microsoft is done really well. They've installed base. Google had stand this up from the beginning again. Diane Greene did a great job, but now it's hard. It's a hard nut to crack. So you see Cisco on stage. Cisco has huge enterprise. Cloud the em Where comes on stage? David Gettler Gettler, the VP of engineering of Cisco, one of their top executives on stage. And he has Sanjay *** and keep alumni came on. Sanjay had more time. Francisco. So you have two companies who kind of compete? NSX. We have suffered a fine Cisco both on stage. Cisco, absolutely integrating into We covered on silicon angle dot com just posted it live where Cisco is actually laying down their container platform and integrating directly into Google's container platform to offer a program ability End to end. I think that's something that didn't get teased out on the keynotes doing, because this allows for Google to quickly move into the enterprise and offer true program ability of infrastructure. This is the nirvana of infrastructure is code. This is what Dev Ops has been waiting for. Still your thoughts on this because this could be a game changer. Hydro, what's an A C I. This could put pressure on VM, where with the containers running in platform and the Cisco relationship your thoughts. >> So John Cisco has a broad portfolio. When you talk about multi cloud, it's not just the networking components, it's the eyes, absolutely apiece. But that multi cloud management, uh, is a layer that Cisco has, you know, been adding two and working on for a lot of years, and they've got very key partnerships. So making sure, you know, seeing right seeing David vehicular onstage here. Proof, Cisco, lot of enterprise customers him where, Of course, six hundred thousand customers. They're So Google wants to get into these accounts. You look at, you know, Microsoft strength of their enterprise agreements that they have. So how will Google get into some of these big accounts? Get into the procurement, get into the environment? And there's lots of different methods and partnerships We said our credit >> David vehicular undersold the opportunity here. I mean, when it comes to he did at working Inter Cloud. Sisko is in the poll possession position to basically say we got the best network, the highest performance networks, the most secure networks, and we're in a position to connect all these clouds. And to me, that didn't come out today. So when you think about multi cloud, each of these companies is coming at it from a position of strength. Cisco. Very clearly dominant networking VM wear in virtual ization and I think that came through. And Sanjay *** ins, you know, keynote. I think again Gettler undersold it, but it's a great opportunity for Cisco and Google. >> Well, I think Google has a huge opportunity. It Cisco because if they have a go to market joint sales together, that could really catapult Google sails again. If I get really was kind of copy, we're we're Cisco. But Cisco look, a bm was on stage with them. I thought that was going to be a Hail Mary for for Sisko to kind of have bring that back. But then watching Sanjay Putin come on saying, Hey, we're okay, it's going to be a V m World And Pat Kelsey has been on the record saying, Coo Burnett eases the dial tone of the Internet stew. This is an interesting matchup between Cisco and BM, where your thoughts >> Yeah, so so right. There's so many pieces here, a cz to where their play way. No, there's competitive competition and, you know, partnerships. In a lot of these environments, Google actually has a long history of partnering. You know, I can't even think how many years ago, the Google and GM or Partnership and Cisco. If I can't actually, Dave, there's There's something I know you've got a strong viewpoint on. You know, Thomas Kurian left Oracle and it was before he had this job. Every he says, you know, is T. K going to come in here and bring, you know, oracles, you know, sales methodology into Google. You know, What does he bring? What's his skill set on? You know >> what exact community? I think it's the opposite, right? I think that's why you left Oracle because he didn't want every database to run in the Oracle, Cloudy realised is a huge opportunity out there. I think the messaging that I heard today is again it's completely I saw something on Twitter like, Oh, this is just like organ. It's nothing like Oracle. It's the It's the polar opposite opposite of what Oracle is doing. >> I think I think curry and can really define his career. This could be a nice swan song for him. As he takes Google with Diane Greene did builds it out, does the right deals if he can build on ecosystem and bring the tech chops in with a clear go to market. He's not going to hire the salespeople and the SCS fast enough. In my opinion, that's gonna be a really slow boat. Teo promised land. He's got to do some deals. He's gotta put Some Corp Devin Place has gotta make some acquisitions will be very in the sin. DARPA Kai, the CEO, said. We are investing heavily in cloud. If I'm Amazon, I'm worried about Google. I think they are dark horse. They have a lot of they have a clean sheet of paper. Microsoft, although has legacy install base. Google's got, I think, a lot more powder, if you will. Dave, >> what One little sign? I agree without John, I think you're absolutely right. The clean sheet of paper and deep pockets, you know, and the long game in the great tech. Uh, you have a son should be worried about Google. One little side note, it's still you. And I talked about this. Did you hear? Uh uh, Thomas asked Sanjay Putin about Dell, Dell Technologies, and Sunday is an executive. Dell was talking about the whole Del Technologies portfolio. I thought it was a very interesting nuance that we had previously seen from VM wear when they were owned by himself. >> Dave, you know, we see Delon Veum where are almost the same company these days that they're working together? But John, as you said, I actually like that. You know, we didn't have some big announcement today on an acquisition. Thomas Kurian says. He's got a big pocket book. He's going to be inquisitive, and it'LL be interesting to see, do they? By some company that has a big enterprise sales force. It can't just be old legacy sales trying to go into the cloud market. That won't work, but absolutely the lot of opportunities for them to go out. They didn't get get, huh? They didn't get red hat. So who will? Google Page? You >> guys are right on man. Sales Force is still a big question mark, And how can they hire that fast? That's a >> And again, he's only been on the job for ten weeks. I think is going to get his sea legs. I think it's him. He's going to come in. He's gonna ingratiating with culture. It'Ll be a quick decision. I think Google culture will accept or reject Thomas Curry and based upon his first year in operations, he's going to get into the team, and I think the Wall Street Journal kind of comment on that. Will he bring that Oracle? I thought that was kind of not a fair assessment, but I think he's got the engineering chops toe hang with Google. He kind of gets the enterprise mark one hundred percent been there, done that. So I think he's got a good shot. I think you could make the right moves. Of course we're here making the moves on the Cube here live for day, one of three days of wall to wall coverage. I'm sorry, David. Lock These two minute men here in Google, next in Mosconi in San Francisco Live will be back with more coverage after this short break.