>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back. We're here at the San Diego Convention Center for Sisqo Live 2019 30th year The show. 28,000 in attendance. I'm stupid, and we're actually at the midpoint of three days of life water wall coverage here and happy to bring back to the program to Cube alumni first. To my right is Ben I, who is the CEO of Turban on Mick. And sitting next to him is Thomas wide, who's the chief marketing and strategy officer of AP Dynamics or APD? Ia's everybody calls them here at the show. Gentlemen, thanks so much for joining us. Thank you. All right, So, Thomas, first of all, we had you on it, reinvent like soon after the acquisition of AP ti Bisys. Go. It's been about two years, and I believe it's been about two years that turban Onyx been partnering with Cisco. So let's start with you. And you know what? What changed in those two years? >> Yeah, it's been amazing. Two years ago, we were on the doorstep of an I P O and it's been a rocketship ride ever since. You know AP Dynamics. After the last two years, the businesses more than doubled team sizes more than doubled, and today we're really happy to be the largest and fastest growing provider of application for miss monitoring in the market. But the reason why, that is, is because our customers are embarking on the sigil transformation, and the application has really become the foundation of their modern day business. That's the way brands are engaging with their users. And but now more than ever, and then the application landscape has gotten way more complex, with micro services and multiple clouds and all of the threats that go on in the infrastructure. And so what Hap Dynamics has been doing is just really providing that really time business and application performance that our customers need to ensure business outcomes. We think of ourselves as Thie Marie for the application or the infrastructure. >> That's awesome. So then, you know it's been interesting to watch in the networking space the last few years. For the most part, applications used to be That's just this thing that ran through the pipes every once in a while, I need to, you know, think about performance. I need to make sure I got buffer credits or, you know, it's now going East West rather the north south and the like. But it was solutions like turban on IQ that sat on top of it and helped understand and help people manage their application. Of course. AP ti pulling that story together even tighter. So, you know, give us the latest we've talked to you. It's just go live before an important partnership. What was the latest in your world, >> boy? The well, so one of the things we're doing is we're building an actual bundle together without D. And if you think about a PM, you're getting the application topology as well as response time and use a response time, which is critical to maintaining the brand and the digital economy that we're talking about. What when you look at every one of those hops and the application of there's a entire application stack that sits underneath a resource ing stack and what we're doing is we're bringing in a R M, which is application re sourcing management with a I so that they're automatically adjusting the resource is in all times continuously in order to support the performance needs that Abdi is showing us when you put together a PM plus a r m. You have total application performance and that customers air really, uh, queuing to so much so that we've actually decided to put this bundle officially together in the marketplace. We just became the first ap TI re sell software product, and now we're taking not to market as C one plus happy. >> Well, congratulations on that is harder ship, Thomas. Bring us inside the customers a little bit. What does this mean for them? You know what that journey we talk about, you know, for, you know, last 10 15 years, you gotta break down those silos. It's not just the networking team, you know, tossing over some band within Leighton, see and write them coming back. And I need some more. No, no, we're not going. You know, we're not going to give you any service level agreement or anything like that, because that's not our job. To what? We'll just set this up and you use what you got. So what would happen in >> trend that we're seeing is a move toward this concept of a iob, which is the really the consolidation of bringing and user application network and infrastructure monitoring closer together and tying that together with a base insights to Dr Automation and Action and very similar to what turbo gnomic specializes in here. And so what we're seeing is, you know, the combination of Cisco plus APP Dynamics. Plus, companies like Turbo is beginning to build that self healing, self learning environment where developers and environments need to be able to drive automation on that. Automation ultimately gets tomb or innovation when you can reduce the mundane tasks, really take a lot of our developers time. And so we're really excited about some of the work we're doing together when you think about the ability to take really time business insights from the application and reprogrammed the network based on the needs of the AP or change out the workloads and move them around on different servers, depending on the needs of the AP, these are all things that combination of Turbo, Cisco and epidemics are doing together. >> Yeah, actually, I did a whole show down in D. C a couple months ago, Cisco Partner. We're focused on a I ops. And, you know, we understand customers had a lot of tools that they have to deal with. We need to simplify this environment, allow them tow, you know, focus on their business, not managing this complex environment of all these tools. How does that whole concept of II ops and, you know, automating this environment managing my workloads? You know what? What do you sing with your customers? >> I think all the customers are saying, Look, there's too many tools today. They don't need another resource monitor, et cetera. What they need is they need to understand, through the lens of the application, all the resource dependencies. So instead of looking at a field of servers and saying, I have five nines availability or storage or whatever, what they really want to see is whatever the servers and storage and resource is dependent on this specific up that runs the bank or the CPD company of the manufacturer. And can I make sure that those re sources are supporting performance of the application? And that's is this total application performance concept, much more so than than whether I have five nines availability and all my other host accents? >> Yeah, absolutely. Did you have a comment on other Guy's >> gonna say We're seeing so many different customers in different verticals, Whether it's retail, hospitality, automakers, they're all benefitting from the cloud migration. And now that they have the cloud migration, the ability to have that elasticity of their workloads, they're scaling in and out based on the application demands. This is becoming critical. This is no longer a luxury for the most cloud eight of companies in the world. Enterprises with mission critical systems are all becoming dependent on these more modern technologies. And I think they need partners like ours more than ever. >> Yeah, One of the questions we've had is you talk to customers today and they are multi cloud. But that multiyear hybrid cloud is a bunch of pieces and one of our premises. We ask, from a research standpoint, how can this some of those pieces be more valuable than just the independent pieces alone, you know, kind of one plus one with, you know, an extra factor talk a little bit about the customers. And also, you know, what does this combination do that I couldn't just, you know, grab these pieces together and kind of make it work in my portfolio of those, you know, dozens of tools that I have. >> What glad. But I think the customers one of things this needed. We literally announced his partnership publicly two weeks ago and already have closed the 1st 2 just out of momentum that that folks are realizing the need to be able to say, Look, I can host my applications on Prem with a number of different vendors, I can host my applications off Prem with a number of different vendors. But the real question is, where am I going to get the most performance? Where can I do it in a compliant way with all my policies and how can I make sure that I'm doing it cost effectively? And when there's a multiplicity of tradeoffs where I can choose, then it's incumbent upon each of those vendors, strategic as they are to be able to offer the best service, the best performance, the best compliance and resource ing, and that's what we're bringing to him. And I think that's why you're seeing that a pipeline is built to several double digit millions and already deals are closing everything I'd >> add to that Is that, you know, going back to the point around a ops in the evolution of a lot of these modern ing and automation technologies. >> A lot of our >> customers have a hybrid environment of different tools and providers that they leverage. And so one of the things that were really focused on is an open ecosystem where you'd be able to ingest data sources from various different players. Some of them can be Cisco, Turman, Onyx and Abdi. But some of them can be other providers that are also have very good products in very specific domains. I think the key is that being ableto be ableto bring that data together, Dr Cross domain correlation in a more automated way than ever before, leveraging some of the more modern AI ai capabilities, which drives the action ing that people really need. And that is really the automation step is where customers start to see the benefits. But I think the better and more valuable the data that you have, the better automation you could do because your predictability of your algorithms are much better at that >> point. All right, been your customers that have rolled out that this solution I know the joint solutions brand new. But what? What is then the key metrics? Howto they define success how today they know you know that they they've reached that success. >> So first and foremost, the line of business. Who's the customer to central it? Whether it's hosted or not, they care the most. That performance does not degrade and is always improving. Okay, But when they do that and they can show that, then a ll the decision that the rest of central takes down in fromthe container layer to the pods that a virtual to the cloud I asked on Prem in off those become acceptable choices for central i t. To make because fundamentally, Lina businesses saying, Yep, we're good, right? So that's where we're seeing the value of being able to see the response time and bridging the application performance to the application resource ing that frankly hasn't ever been solved in five decades of it. And I think it goes back to a Thomas was just saying It's the quality of the analytics that comes from a iob. I don't think people need more tools to capture more data. There's a lot of data out there. The question is, can you make it actionable? And are your analytics correct? And, frankly, are they the best? And I think we see that that's been a big parcel of what we've done during the two years Cisco's told us on multiple occasions it's the fastest software O AM they've had by bringing it through, starting with the data center team and growing up through traditional Cisco and then with their purchase of Abdi two years ago. That combination makes a ton of sense, and now you've got the top all the way to the bottom. And that's a pretty special spot, I think un replicated by any other strategic today. Yeah, the other thing, >> I just added, That is the importance of being able to monitor the business in real time as well. And so a lot of what we've talked about are the technology analytics, the operational analytics that we run our business on, but being able to correlate the business transactions running through the application, so users what their journey looks like, they're, you know, abandonment, rates, revenues, you know, the ability to engage with the users, tying that back to the specific infrastructure in a way that's used to be a bit of black box before. Now that all comes a life by the combination of these technologies. >> So Thomas big trends we see at this show. So a Cisco's transformation towards a software company and the world of multi cloud abdi plays a pretty important piece of that. You know, discussion. Talk a little bit about kind of where you are and you know where do you see Cisco moving along that journey and then, you know, help tie in where turban Ah, Mick Fitz. >> Yeah. So I think it really goes back to the fact that as our customers are making this digital transformation, they're really looking at a variety of infrastructures. You know, cloud providers to be able to offer these applications. And what Appdynamics has done is really created this monitoring fabric that sits across any infrastructure and it tightly ties to the business value of the application. So if you combine that with a lot of what Cisco's doing around connectivity securing the clouds, securing the infrastructure around it and tying that Teo where we're strong and networking and bringing all that together, I think fundamentally, we've got a lot of the pieces of the puzzle to truly enable a i ops, but we don't have them all. And I think that's what's important, that we partner with people like Ben because it brings together a set of automation capability around application resource ing that we don't have and our customers are better suited working with with Ben and team on that. So how do we integrate those things in a frictionless way and make that part of our sales process? That's really what this partnerships all about. >> All right, then where do we see the partnership going down the road? >> I think it's going to get more exciting. So right now we're pulling unit Election Lee from Abdi. I think we're going to go right back the other way. That Thomas referred to, which is one of my favorite parts of Abdi. Is the business like you? Yeah, it's where you say, What is the cost of the late and see in anyone? Hop and where do the Bandon rates? Abandonment rates happen from consumers on that application right now, we can price for the first time what's the cost of the late sea in that one tear and across the across the application overall. And then, more importantly, what do we do about it? Well, that's the resource ing and the digestion is being resolved in real time. And so I think, the ability look att, the resiliency of applications both across and up and down the a p m plus the a r m and being able to guarantee or assure performance, total application performance. That's a big message. >> All right, what would I give you both? Just fun. A word here, you know, about halfway through the conference here in San Diego. Thomas, >> I would just say that the energy that we're seeing, the feedback we're getting from customers in the business insights part of the world of solutions been phenomenal. I think there's so many more developer oriented, application developer oriented individuals that's just go live than ever before. And I think that serves both of our business is quite well. >> Look, I think this has been a great show, but one of the things you're going to see is all of these vendors who have had global presence for in this case, 30 years. Sisqo live 30 years long But now being able to think through how do I become that much more application relevant? You know, if you think about transformation of application is going to come top down, not bottom up. And so, while we have all the evolution and, frankly disruption happening, digital disruption happening across it, the way to know which of the ones that are going to stick, they're going to come top down. And I think the moves that they're making all the way through buying happy all the way through partnering with C warmer turban Ah, Mick has been emblematic of what that opportunity is in the marketplace on the realization that customers care about their applications, their applications run their business. And you've got to look at the topology and you gotta look and response time and you gotta look at the resource ing. But that's a really fun spot for us to be in together. >> Bennett Thomas Congratulations on the expanded partnership and thanks again for joining us on the Cube. Thanks to you. All right, we're here in the Definite zone. Three days, Walter Wall coverage. Arms to Minuteman, David Long days in the house. Lisa Martin's here to we'll be back with lots more coverage. Thanks for watching the Cube

>> fly from San Francisco. It's the Cube covering Google Cloud next nineteen Tio by Google Cloud and its ecosystem partners. >> Welcome back, everyone live coverage here in San Francisco for the Cube, Google Cloud next twenty nineteen to show around Cloud, Google Cloud, I'm John Forest Do Minimum and Dave along. We've been here all week, three days of wall to wall coverage here on the floor with all the exhibitors. Write the mean all the action we've talked to all the thought leaders, Google executives, entrepreneurs, experts are in the cloud and around the ecosystem. Dave's stew wrapping up the wrap up segment. Kind of can I put the show to rest and look to next year and possibly Google summits. There's one in New York and some other shows we're looking to also cover. But if you look encapsulate the show, I want to get your guys reaction, too. What the main themes have been, we're seeing obviously anthems was the big news. That's the big deal. That's their platform. They want to bring all the connective tissue around data security and really on prim hybrid cloud multi cloud application modernization. Clearly, during my open source and enterprise developers, plus the ability to hybrid and multi cloud stew. Your thoughts on the show. >> Yeah. So, John, you know, when I first saw Antos, I was like, Well, this is CSP that they announced last year We were excited about that talk about things like Azure Stack and eight of us Outpost. But the more I learn about it, the more I understand it. It's more than just kind of g k e and a little bit of packaging here, Eric for David. I just interviewed a Google fellow and, you know, you expect the the Google Fellow to really be able to articulate, You know, the history of Google and the distributor architect doing is like we're going to enable cloud native. Of course, we always had that in the Google Cloud, but now we're going to make that easier for you to do that in your own environment. So when you're thinking about modernizing your applications, you know, I was a little bit tough on Google when I said, Oh, I hear a lot about lift and shift. Well, most customers can't lifted, shifted, not change, because then I'LL pull it back. It's too expensive, but if I could modernize wherever it makes the most sense. I talked to some customers here that said, Look, I need to kick the team and get it into the cloud And then I could modernize and start falling apart. But for someone customers, I can't move that. And they need to modernize it here and that Antos is the key enabler and therefore it's a good message, its extension of what they done with Cuba. Netease. That's a lot of other pieces here. But you know, I'm pretty impressed. >> They want to get your thoughts is one of things I'm seeing and, you know, in sports they wanna team, plays a game and wins. They call it a statement game. I think Google Cloud next twenty nineteen is a statement by Google saying, We're into the enterprise. We're not goingto waiver. We got hired Thomas Curry and mid savory. They're going to keep all the great talent. No one's believing. It's not like a new regime. Change came in. They're pivoting. They knows there's no pivot here. They put a stake in the ground saying we are going to invest in the clouds soon. DARPA Kai, the CEO of Google said that on stage of day one, they're clearly putting all the window dressing around enterprise with all the great phrases that we love. Digital transformation, data centric architecture, multi cloud hybrid monitors that applications They're invested, Dave. They are in it to play. They recognize that they're not gonna win right away because it's a long game. So Google clearly is playing the cards properly. They're saying, Look, if we're going to bring a lot of the table and this long time table, but we're in it to play and we're going to play well when invest. >> Yeah, I think it took a while for me to get there Stew, too. He is. I heard a lot about what Right we do get a global distributed infrastructure or we're doing the applications for digital transformation. We got industry specific solutions. Is what way d'Oh. Okay. Great. And I heard a lot of you know differentiators are unique value proposition. So, for civil, what I would have liked to hear it right up front was okay. We know that eighty percent of your workloads are on Prem. Well, guess what, and we're investing in scale and all that stuff, but We're the best at cloud native and and we're going to take and we have the tools and expertise. We're gonna bring those to you on your premises and show you how to get there. And then when you're ready, come to the cloud. If you're never ready, that's fine. But we're going to earn the right for your future business. Hey said that Stead that >> right way, the things we're wondering your business. But I don't think they can yet say were the best that cloud native and that I think that's that's still good self awareness studio for Google. >> I think they could say it now. Maybe it's debatable. >> I would debate that I do not think that Google is the best cloud native cloud at this point. I don't think they have the breath and depth Amazon has, but I don't think that that's the hard core stick in the ground. Because Cloud native is early cnc F, they're investing heavily in open source is a big bet that they're talking about. They got a lot more work to do but cloud needed. Still, it's still early because you said the workloads is still on premise for most of the enterprises, so we got plenty of time. The point is, if they had overplayed that card, I would have been more cautious. >> Well, I mean, Okay, fine, huh? Let's talk talk about that a little bit because it's new. It's Would you? Would you disagree that internally, Google's got the most sophisticated, the best cloud in the world internally, globally for Google. And they make that comment when they make that claim, right? That start there, we get the best cloud in the world. Yeah, >> well, I think it's got a great cloud, >> too. Okay, so there's stuff on there. I mean, they've got least got some credibility there, so I would have come from that position straight now. The other criticism I heard was where the numbers. Now, that doesn't bother me so much. How long did it take Amazon to show us the numbers? Nine years? I think so. Good. We'LL get there, it's clear it's growing. You look around here. There's what thirty thirty five thousand people don't know what was there last year. Twenty. Twenty five thousand. It's growing, it's growing nicely and the quality of the people is good. >> Here's what I'd say about Google Cloud Steward? Let's get your reaction. Sudhir has Bay said this. He's the director product. Mentioning about cloud fusion, he said This from a customer quote. Google's cloud is like an awesome highway, but I can't get my car on the road. So that's the on ramp. >> I can't get by giving car. Okay, so so this note about you Look at the >> technology from Spanner Cooper duties, which was founded inside Google. And they did that right. Big queries. Amazing. They have freaking amazing tech because they had to do it for Google. So I think that is a key strategy. And I, like other clouds that have come in and then died away, didn't have a lot of tech chops. So Cultural Shift is one of the big teams, but on ramping, getting people on board and the bed another source. I think there's a gestation period that's gives Google some time. I don't think they gotta have it overnight there some table stakes, but they're there checking the boxes just kind of grind it out. >> I mean, look, the critique has been for years is you know, Google's too smart for all of us. you know, way have love reading the papers and were really impressed with the technology. But the term you heard over and over again this week, we're going to meet customers where they are. And I I almost failed. They dialled it down a little too much here because I didn't have anything that I'm like. Wow, blown away. Like, you know, they had er's up on stage and it's like I'm used to seeing him flying out of a plane with a Google glass on his head. >> I was started by the way that was Google. I o like, you're >> gay. But, you know, you know, one of that's what you expect from a googol is you know, some of those pieces and there wasn't a G wow amazing moment for me, but the messaging solid, they absolutely you know, understanding or solving some real customer problems today and, you know, solid >> well and one hundred percent of the cloud providers now have a coherent and explainable hybrid on Prem strategy. You know, frankly, it's about time. I mean, they were denying that for a long time, and I think it's clear that's where the business is >> well to me. The big criteria on the cloud game is Do they have the global footprint? They do. Do they have the software at scale Check? Do they have the connective tissue to bring these disparity opportunity data services together Check working on it, continue to improve. And are they on the philosophy side of things? Meaning one of things that I am made Amazon really great. Wass they from day one. We're a P I center who will always has been part of web services. So they have that DNA. I think apogee is going to be the secret little dark horse. And all this is going to tell Signe because as a p, I become programmable. You saw Sisko of'em wear on stage. Can they build on ecosystem? Can they work with multiple vendors? Because the fact is, from our data and we've been reporting on this on silicon angle and Wiki bomb is that big enterprises and governments, whether it's a d, o. D. Or a big bank, are gonna have hundreds of cloud projects, hundreds of workloads that's going to require unique clouds selection criteria because you cannot separate real time data from software, and that's just the facts of the databases are moving all over the place. If I gotta work Lodi, any data? I gotta be agile with the data, but I then need a data plane to connect across other workload. So workload conversation, I don't think was front and center enough where workloads are for the key criteria. >> And still some of the message on where Google fits in that hybrid and multi cloud world is a little bit muddy to me. So how did they get, you know, on those in your data center? Well, it's a deep partnership with V m where, uh, you know, I heard some people here. It's like, Oh, well, the current Amazon VM wear deal, you know, is like up for renewal soon. It's like I don't see Veum Where an Amazon separating that Latino way. People engineering partnerships. We've heard directly from Andy Jazz sees talked about on the Cube how important that relationship is. S O Veum was going to play across all the cloud environment. But you know, where does Google, you know, really make their money? They're going to partner with all the open source companies. And you know, you're going to own your data. We're going to make sure the prophecies there. So is Dave Said the numbers and the business of how Google Khun start slow scaling and really growing the enterprise business beyond, you know, G sweets now, part of it. And we saw some of the android for enterprise, and they have lots of pieces, but the cloud revenue gets a little bit muddy like a Microsoft. So, you know, from the cloud piece itself, I'm not sure where you know they start gaining on a Microsoft or an Amazon today. >> Well, I think that they could gain ground, take territories. That said on on Day one, Jennifer Linds, demo of no code modification, migration of workloads. If that actually happens, that's going to be a critical piece of the pie that's going to move. Move the needle very quickly for at Google. But I >> want to get you >> guys take on surprises. What surprised you here at the show? What was something that you didn't expect happen? That was a surprise on a good way. To me, the big surprise is that the word customer was used a lot more here than ever before. Customer is the key to success in the enterprise, listening to customer and customer choice. That's the playbook from Amazon. You don't hear Andy Jassy or any other executive Amazon go three words without saying the word customer. If you had a tag cloud and be like customers, the biggest font here we've heard customer choice. That's been a big one for me. >> Surprises. I was going to say when you were asking that question to get to me. It was customer related as well. You know clearly when you in Amazon show it's just customer. Just get inundated with a cool injection of customers. It's very impressive, but you don't have that scale here. However, What did see is a lot of Fortune. One thousand company's senior people were here. Yeah, still kicking the tires but learning. And I think that usually leads to something. So I think Google's developing a lot of pipeline at this show that I think next year is going to translate. We had conversations John with companies that we can't mention on air, but they are seriously substantively looking at moving workloads into Google's Cloud Number one. Number two is if you look around here, Deloitte, Accenture at toes. You know, some of the biggest. I'd like to see more of those global s eyes, and I think you will. And that's where you're going to really start to see customers. >> Dave took the customer. I'll say partner. So we said in one of our analysis segments, that logo slides Good. But, you know, compare itto Microsoft or Amazon. It needs to quadruple where it is today. But in the conversations that I had from startups through some of those big logo's on here, partnering with Google is good for them and they're excited by it. And that's not necessarily the clay case for every one of the big cloud providers out there. >> All right, so a lot of multi cloud talk. I've said multi clouds all the rage, but it's really more a symptom of sort of multi vendor people going best of breed with different departments. Big news last night on Jet I John, I want to get your take. Google really wasn't I don't think ever in the running, but certainly, you know Amazon was the lead Oracle, IBM, Microsoft share the news in your analysis of that news. >> Well, yesterday there was news that the Department of Defense, this Jet I contract joint defense initiative that's going on joining the Price Defense Initiative system. The military cloud ten billion dollar contract was under a lot of It's the biggest story in Tech and DC in generations. It's the confluence of procurement being outdated. Clouds selection, one soul cloud for that workload, multi cloud across in the department and a lot of lost business, potentially for Oracle in IBM. So Amazon, Microsoft, Amazon, Webster's, Microsoft, Oracle and IBM. We're all fighting for this business. The incumbents IBM and Oracle. We're potentially at risk billions of dollars. So it's been a lot of dirty pool, so to speak, a lot of dirty politics, a lot of dirty smear campaigns going on, from Oracle to to Amazon to try to discredit them. So the D. O d. Oracle soothe d o d. Saying is unfair process conflict of interest? The D. O. D made a final selection. Amazon Web services and Microsoft are the final selections and basically kicking out Oracle and IBM at the process. So Oracle, IBM are out. Oracle's lawsuit's still pending that'LL probably be dismissed because Oracle tried three different times to claim conflict of interest. They tried to claim conflict of interest in. And where has three in my notes here July twenty eighteen, November twenty eighteen and April twenty nineteen. All three times competition has been not proven, and Oracle and IBM or out. The analysis here is, is that this proves what we've been saying on the Q and that is, is that you can have one cloud soul cloud for a workload. So the Department of Defense has hundreds of projects. But for the military project that ten billion dollar one Amazon or Microsoft, probably the Amazon to the front runner can serve that cloud. And that's the best architecture. That means that Microsoft will probably win the eight billion dollar contract of the D. O. E s contract for collaboration again. Soul Cloud Soul workload. This is the trendy. My analysis is that Oracle on IBM, mainly Oracle, knew that they were going to lose. They tried to do whatever it takes to kill the deal. And now the D. O. D. Has brought forward and their modernizing the application and all these lawsuits about procurement rules from nineteen eighty five all this trip wires, all these little nuances. This is a great win for the Department of Defense, and I think it is a tell sign for large enterprises because you could be multiple. You'd have multiple clouds, but you can have one cloud work on one workload. It could be a big monster workload like a ten billion dollar >> workload. >> There could be a small work. >> All the tech vendors want to eat it. The government trough, We know that. And so the why is this relevant? It's relevant to me because you're you're absolutely right for a particular set of workloads. Mission critical workloads, especially a single cloud, is going to be more cost effective, more secure, uh, higher availability, less complex. And that's really what the debate is here now is multi cloud gonna happen? Of course, for different workloads is going to be horses for courses. So multi cloud is a huge opportunity. Everybody's going after it stew uh, Google through its hat in the ring in a big way. We seem to have a couple of camps lining up and read. Had interesting, interesting leads in both camps. Kind of got the IBM redhead camp and of'em wear with now with Google Really interesting sort of chessboard matches going on? >> Yeah, absolutely. Every customer we talked to hear. There's no like, Oh, you know, I might be moving most of my stuff or even all of my stuff to the public cloud, but it is workload dependent, and that's how I'm choosing it. Google has some key strength. I took a little while to get the data and I and ML pieces that we know Google has some strength here. One of the questions I had coming into it Can they reclaim kind of that thought leadership space. I'd love to hear whether you guys think I think that was the case, but, you know, messaging point on good speed. You know T K has them talking to the Enterprise in a way that won't scare them away as to oh, geez, I'm not smart enough to work with Google so >> well, I think I think Google has to get enterprise compatible and they've been working really hard to do that, and they got it. Just grind it out. I said this on Tuesday. It's a grinding out game. They've got a got a fight to the trenches. We've got to get the check boxes, and this is what Amazon did that early on and helped them a lot. Google has been working hard, I think, their security angle with the from a device. I phoned the Android phone and onboard security at the edge is huge. I think data and Big Query and those kinds of on boarding tools is going to be a great accelerant. I think cloud code cloud Run Cloud build is a phenomenal construct. I think that's absolutely delivered Ella for friendly. If they can continue to serve the developer for the enterprise and make it easy to build and stand up applications that hit that sweet spot of the trend, which is the modernization of enterprise APS not develop, perhaps not like a startup started sort. Different styles are cloud born in the cloud enterprise that's gonna deal with legacy and all these compliance and all this risk. They could make that easy and make it Dev ops like That's a great check boxes. >> Just a quick note on that, because there was a lot of enterprise talk there. There's a nice group inside a Google, working with a lot of the startups, got to talk to a couple of the start up there, and Google's definitely company there looking to partner with. All >> right, guys, let's wrap this up. Google really leaning into the enterprise heavily. Obviously, they're not. They're not blinking. They're going to continue power forward thinking. I like the mojo they have here. They got a new CEO. We interviewed George Curry, and Thomas's brother Thomas couldn't make it on the Cube. He's super busy talking to customers were gonna get him on the cue soon, but you got a culture here. Google and the culture is innovation, and the cultures Dev ops. The culture's developed for the country's AP eyes D. That puts him in a good position, >> their thoughts. I mean, I've been saying for a decade I feel like a broken record. I said it so much. I stopped saying it that the marginal economics of the Cloud service providers who have scale are driving towards zero. In other words, the more volume they do, they're there. The cost of adding an extra customer goes down to zero, just like software. There's three companies in United States who have that scale Google, Amazon and Microsoft. Obviously some guys outside the U. S. And you look at the cap Ex numbers forty seven billion over the last three years by Google. Thirteen and a half billion year to date US data centers alone. It would take IBM three and a half years to spend that much on Affects Who take Oracle six years. Okay, they just do not have the marginal economics to compete. They'LL compete in other ways, but though these three are in it to win it this big market, they're trillion dollar market. There's enough room for each to carve out an opportunity and continue to grow for quite some time. Do >> and Google lining up their ecosystem of partners to help them get deep into the enterprise. Absolutely, There's good opportunity for Google to do a number of acquisitions. They have, you know, a big bank spend a lot of money not just on infrastructure, but all the partner engagements and definitely some acquisition to help them get there. Wouldn't be surprised if they, you know, made some nice acquisition to help them grow that enterprise. I am in a modern way way now that was mentioned to it was carrying twins could be back together, but sure, >> awesome stuff. Guys, I think my my final take is I've always said Google's the Dark Horse and the Cloud game. They don't have a lot of baggage like a lot of work to do, and they're they're working hard and they really bring in tech to the table that bringing that culture of innovation, they're there behind this. Opportunities for them to move the ball down the field in a big way. I think they can take territory and gain share quickly if global things follow the place. If those bets come home, this dark horse will be right up on number two really quickly. So great job. Wanna thank Google, Google's team Cool calms Team, Google's CMO and executive Thomas carrying for letting us come to the Cube. Bring the Cube here. Google's very co creation oriented. We appreciate the location. I want to thank Google one. Thanks to our sponsors about our sponsors, we wouldn't be here, so he city signal FX. We got net app. We got Saada. We got some great clients here supporting us. You, Fio. Thanks to our sponsors, they signal to the community they care and they support our programs. Our tenth year of Cube coverage at events one. Thank everyone for watching, listening, sharing hit us up on Twitter at Cube and also silken angle dot com. We now are adding on a new feature to our Cube, which is on silicon angle dot com special reports where we flow as many stories as it takes to get the truth out there. Get the story's right, of course. Used the cube and stream the data with you here on the Cube. We're here. Google Next in San Francisco. I'm John Faria student Min David Long. Thanks for watching.

>> Live from San Francisco. It's the cube covering IBM thing twenty nineteen brought to you by IBM. >> Okay. Welcome back, everyone. He live in San Francisco. Here on Mosconi St for the cubes. Exclusive coverage of IBM. Think twenty nineteen. I'm Jeffrey David Long. Four days of coverage bringing on all the action talking. The top executives, entrepreneurs, ecosystem partners and everyone who can bring the signal from the noise here on the Q and excuses. Rob Thomas, general manager, IBM Data and a I with an IBM Cube Alumni. Great to see you again. >> Great. There you go. >> You read a >> book yet? This year we've written ten books on a data. Your general manager. There's >> too much work. Not enough time >> for that's. Good sign. It means you're working hard. Okay. Give us give us the data here because a I anywhere in the center of the announcements we have a story up on. Slick earnings have been reported on CNBC. John Ford was here earlier talking to Ginny. This is a course centerpiece of it. Aye, aye. On any cloud. This highlights the data conversation you've been part of. Now, I think what seven years seems like more. But this is now happening. Give us your thoughts. >> Go back to basics. I've shared this with you before. There's no AI without IA, meaning you need an information architecture to support what you want to do in AI. We started looking into that. Our thesis became so clients are buying into that idea. The problem is their data is everywhere onpremise, private cloud, multiple public clouds. So our thesis became very simple. If we can bring AI to the data, it will make Watson the leading AI platform. So what we announced wtih Watson Anywhere is you could now have it wherever your data is public, private, any public cloud, build the models, run them where you want. I think it's gonna be amazing >> data everywhere and anywhere. So containers are big role in This is a little bit of a deb ops. The world you've been living in convergence of data cloud. How does that set for clients up? What are they need to know about this announcement? Was the impact of them if any >> way that we enable Multi Cloud and Watson anywhere is through IBM cloud private for data? That's our data Micro services architectural writing on Cooper Netease that gives you the portability so that it can run anywhere because, in addition Teo, I'd say, Aye, aye, ambitions. The other big client ambition is around how we modernize to cloud native architectures. Mohr compose herbal services, so the combination gets delivered. Is part of this. >> So this notion of you can't have a eye without a it's It's obviously a great tagline. You use it a lot, but it's super important because there's a gap between those who sort of have a I chops and those who don't. And if I understand what you're doing is you're closing that gap by allowing you to bring you call that a eye to the data is it's sort of a silo buster in regard. Er yeah, >> the model we use. I called the eye ladder. So they give it as all the levels of sophistication an organization needs to think about. From how you collect data, how you organize data, analyze data and then infused data with a I. That's kind of the model that we used to talk about. Talk to clients about that. What we're able to do here is same. You don't have to move your data. The biggest problem Modi projects is the first task is OK move a bunch of data that takes a lot of time. That takes a lot of money. We say you don't need to do that. Leave your data wherever it is. With Cloud private for data, we can virtualized data from any source. That's kind of the ah ha moment people have when they see that. So we're making that piece really >> easy. What's the impact this year and IBM? Think to the part product portfolio. You You had data products in the past. Now you got a eye products. Any changes? How should people live in the latter schism? A kind of a rubric or a view of where they fit into it? But what's up with the products and he changes? People should know about? >> Well, we've brought together the analytics and I units and IBM into this new organization we call Dayton ay, ay, that's a reflection of us. Seen that as two sides of the same coin. I really couldn't really keep them separate. We've really simplified how we're going to market with the Watson products. It's about how you build run Manager II watching studio Watson Machine Learning Watson Open scale. That's for clients that want to build their own. Aye, aye. For clients that wants something out of the box. They want an application. We've got Watson assistant for customer service. Watson Discovery, Watson Health Outset. So we've made it really easy to consume Watson. Whether you want to build your own or you want an application designed for the line of business and then up and down the data, stack a bunch of different announcements. We're bringing out big sequel on Cloudera as part of our evolving partnership with the new Cloudera Horn Works entity. Virtual Data Pipeline is a partnership that we've built with active fio, so we're doing things at all layers of the last. >> You're simplifying the consumption from a client, your customer perspective. It's all data. It's all Watson's, the umbrella for brand for everything underneath that from a tizzy, right? >> Yeah, Watson is the Aye, aye, brand. It is a technology that's having an impact. We have amazing clients on stage with this this week talking about, Hey, Eyes No longer. I'd like to say I was not magic. It's no longer this mystical thing. We have clients that are getting real outcomes. Who they II today we've got Rollback of Scotland talking about how they've automated and augmented forty percent of their customer service with watching the system. So we've got great clients talking about other using >> I today. You seen any patterns, rob in terms of those customers you mentioned, some customers want to do their own. Aye, aye. Some customers wanted out of the box. What? The patterns that you're seeing in terms of who wants to do their own. Aye. Aye. Why do they want to do their own, eh? I do. They get some kind of competitive advantage. So they have additional skill sets that they need. >> It's a >> It's a maker's mark. It is how I would describe it. There's a lot of people that want to make their own and try their own. Ugh. I think most organizations, they're gonna end up with hundreds of different tools for building for running. This is why we introduced Watson Open Scale at the end of last year. That's How would you manage all of your A II environments? What did they come from? IBM or not? Because you got the and the organization has to have this manageable. Understandable, regardless of which tool they're using. I would say the biggest impact that we see is when we pick a customer problem. That is widespread, and the number one right now is customer service. Every organization, regardless of industry, wants to do a better job of serving clients. That's why Watson assistant is taking off >> this's. Where? Data The value of real time data. Historical data kind of horizontally. Scaleable data, not silo data. We've talked us in the past. How important is to date a quality piece of this? Because you have real time and you have a historical date and everything in between that you had to bring to bear at low ladened psi applications. Now we're gonna have data embedded in them as a feature. Right. How does this change? The workloads? The makeup of you? Major customer services? One piece, the low hanging fruit. I get that. But this is a key thing. The data architecture more than anything, isn't it? >> It is. Now remember, there's there's two rungs at the bottom of the ladder on data collection. We have to build a collect data in any form in any type. That's why you've seen us do relationships with Mongo. D B. Were they ship? Obviously with Claude Era? We've got her own data warehouse, so we integrate all of that through our sequel engine. That thing gets to your point around. Are you gonna organize the data? How are you going to curate it? We've got data catalogue. Every client will have a data catalogue for many dollar data across. Clouds were now doing automated metadata creation using a I and machine learning So the organization peace. Once you've collected it than the organization, peace become most important. Certainly, if you want to get to self service analytics, you want to make data available to data scientists around the organization. You have to have those governance pieces. >> Talk about the ecosystem. One of the things that's been impressive IBM of the years is your partnerships. You've done good partners. Partnership of relationships now in an ecosystem is a lot of building blocks. There's more complexity requires software to distract him away. We get that. What's opportunities for you to create new relationships? Where are the upper opportunities for someone a developer or accompanied to engage with you guys? Where's the white spaces? Where is someone? Take advantage of your momentum and you're you're a vision. >> I am dying for partners that air doing domain specific industry specific applications to come have them run on IBM cloud private for data, which unleashes all the data they need to be a valuable application. We've already got a few of those data mirrors. One sensing is another one that air running now as industry applications on top of IBM Club private for data. I'd like to have a thousand of these. So all comers there. We announced a partnership with Red Hat back in May. Eventually, that became more than just a partnership. But that was about enabling Cloud Private, for data on red had open shift, So we're partnered at all layers of the stack. But the greatest customer need is give me an industry solution, leveraging the best of my data. That's why I'm really looking for Eyes V. Partners to run on Ivan clubs. >> What's your pitch to those guys? Why, why I should be going. >> There is no other data platform that will connect to all your data sources, whether they're on eight of us as your Google Cloud on premise. So if you believe data is important to your application. There's simply no better place to run than IBM. Claude Private for data >> in terms of functionality, breath o r. Everything >> well, integrating with all your data. Normally they have to have the application in five different places. We integrate with all the data we build the data catalogue. So the data's organized. So the ingestion of the data becomes very easy for the Iast V. And by the way, thirdly, IBM has got a pretty good reach. Globally, one hundred seventy countries, business partners, resellers all over the world, sales people all over the world. We will help you get your product to market. That's a pretty good value >> today. We talk about this in the Cube all the time. When the cloud came, one of the best things about the cloud wasn't allowed. People to put applications go there really quickly. Stand them up. Startups did that. But now, in this domain world of of data with the clouds scale, I think you're right. I think domain X expertise is the top of the stack where you need specially special ism expertise and you don't build the bottom half out. What you're getting at is of Europe. If you know how to create innovation in the business model, you could come in and innovate quickly >> and vertical APS don't scale enough for me. So that's why focus on horizontal things like customer service. But if you go talk to a bank, sometimes customer service is not in office. I want to do something in loan origination or you're in insurance company. I want to use their own underwriting those air, the solutions that will get a lot of value out of running on an integrated data start >> a thousand flowers. Bloom is kind of ecosystem opportunity. Looking forward to checking in on that. Thoughts on on gaps. For that you guys want to make you want to do em in a on or areas that you think you want to double down on. That might need some help, either organic innovation or emanate what areas you looking at. Can you share a little bit of direction on that? >> We have, >> ah, a unique benefit. And IBM because we have IBM research. One of their big announcement this week is what we call Auto Way I, which is basically automating the process of feature engineering algorithm selection, bringing that into Watson Studio and Watson Machine learning. I am spending most of my time figure out howto I continue to bring great technology out of IBM research and put in the hand of clients through our products. You guys solve the debaters stuff yesterday. We're just getting started with that. We've got some pretty exciting organic innovation happen in IBM. >> It's awesome. Great news for startups. Final question for you. For the folks watching who aren't here in San Francisco, what's the big story here? And IBM think here in San Francisco. Big event closing down the streets here in Howard Street. It's huge. What's the big story? What's the most important things happening? >> The most important thing to me and the customer stories >> here >> are unbelievable. I think we've gotten past this point of a eyes, some idea for the future we have. Hundreds of clients were talking about how they did an A I project, and here's the outcome they got. It's really encouraging to see what I encourage. All clients, though, is so build your strategy off of one big guy. Project company should be doing hundreds of Aye, aye projects. So in twenty nineteen do one hundred projects. Half of them will probably fail. That's okay. The one's that work will more than make up for the ones that don't work. So we're really encouraging mass experimentation. And I think the clients that air here are, you know, creating an aspirational thing for things >> just anecdotally you mentioned earlier. Customer service is a low hanging fruit. Other use cases that are great low hanging fruit opportunities for a >> data discovery data curation these air really hard manual task. Today you can start to automate some of that. That has a really big impact. >> Rob Thomas, general manager of the data and a I groupie with an IBM now part of a bigger portfolio. Watson Rob. Great to see you conventionally on all your success. But following you from the beginning. Great momentum on the right way. Thanks. Gradually. More cute coverage here. Live in San Francisco from Mosconi North. I'm John for Dave A lot. They stay with us for more coverage after this short break