>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to you by Dell Technologies. Welcome back to the cubes. Continuing coverage of Dell Technology World del Tech, World 2020. Jeff Clark is here. He is the chief operating officer and vice chairman of Dell Technologies. Jeff, awesome to see you. Thanks for coming on. >>Thanks for having me today. Appreciate it. >>Yeah, you're very welcome. When my first question is, when do you have time to be vice chairman? Well, >>you know, in today's world, it's pretty hectic. We're all working around the clock. If there's anything about the new norm, there are no boundaries. And unless you establish some boundaries so I've been able to find a rhythm that works for me personally, but also allows me to look after the company and, uh, kind of keep things moving and making progress of Dell. So pretty exciting times. It's certainly been a challenge finding new ways to break through new ways to get things done. But our team has done a great job rising to the occasion. >>Well, you know, a Z. You know, I didn't know you that well prior to you taking over the whole enchilada and do it going back into the enterprise. I mean, I knew you were obviously, but you have been able to see you know, how you operate in the decision making on how you rally the troops. Your several years now into the new Dell, you had to do a lot of tactical things, you know, including product portfolio rationalizations. But I wanted to start with the macro picture in a particular Can you share some of the acceleration points and the levers that you're really pulling in the operation? >>Well, clearly, if you look back at the company's strategy and I'll start there and then kind of build on from that platform if you think about the first tenet of our strategy is to win in the consolidation in our court marketplaces. So the core commercial PC market, the course server market in the course storage market, and clearly what we've been able to do and certainly been at this now for Gosh, I think it's three years now that we've been turning over the portfolio and modernizing the portfolio on the I s g side and to the point you referenced earlier. We've now modernized that portfolio. It is now under all the power brand and now represents new, fresh modern architecture er modern products that allows us to be competitive going forward across the entire eyes. T portfolio. We've had continued success on the commercial PC side. Then if you think about the next tenant of our strategy, which is to really build deeply integrated solutions across the Dell Technologies portfolio, we've made a lot of progress in the last handful of years, particularly integrating this new competitiveness of our I S G portfolio with the M R. And we're now beginning to see the fruits of that labor PC side will quickly. You've seen that with unified workspace work workspace one are leading services and are leading PC products to be able to bring a different change experience for end users on the PC side on the side. This all started with getting again this competitive portfolio. It started with Dell Technology Cloud a little over a year ago. It now is in joint collaboration around the edge. You've heard from my comments during the keynote around five g going forward. So as we think about this new modern world playing out. We now have the infrastructure competitive. We have a great asset and capability with VM, are now have figured out how to tightly integrate those and innovate on top of those platforms. And we think that's sort of the success for the future as we move forward. >>So it sounds like I mean, covitz change so many things, but it doesn't sound like it's materially changed your thinking on these leverage points or your strategy is gonna pre cove in Post Cove. It you kind of sort of approaching the same playbook, if you will. >>Well, a covert in many levels. While it's had a huge impact on many lives around the world, which we shouldn't, that should not be lost on any of us and the impact that it's had across many businesses and many parts of the world. If you step back and what I try to mention the keynote, what cove it has done is really accelerate digital transformation. I've heard many characterizations, but the way I tend to look at it is if you think of what's happened around us and the forcing of working remote learning remote the world as we look at it going forward, data driven. It's accelerated 10 years of what I thought would take us to get done into the first half of this decade. In many cases the first three years, Uh, this nomenclature that I've talk about is the future is now, and what it's really done is actually reinforced. The points that we thought were going toe happen brought them sooner and has made us believe mawr double down, if you will, that the path we're on is the right path, and we see our customers migrating that way rapidly. In fact, what's interesting? If you look at customers who embrace digital transformation earlier, we call them digital leaders. They're actually breaking away from the pack, sort of speak from their peer set and driving differentiated performance in their sector. We think that's a great, obviously proof point of digital transformation. But what all companies will have to go through to compete >>Well, it's interesting we saw early on in the US locked down worldwide, locked down you have you have such a broad portfolio that yeah, maybe some parts of the portfolio or, you know, directly negatively affected. Certainly. For instance, your you know your airline customers or your hospitality customers, etcetera. But the work from home was was a tailwind for you guys. So the fact that you have that broad portfolio somewhat, you know, one part of the business that cushioned you, maybe the other part of the business, You felt that. But on balance, you're able to get through that, and part of that was your supply chain. And some of your competitors struggled, you know, for instance, with laptop supplies. But you guys really have done a good job, sort of navigating through that, almost like you've been through it before. But nobody's been through this before. >>No, you know, David, thanks for recognizing it. One of the benefits of the Indian portfolio we have, which no one else has. The Indian portfolio that we do. We're able to weather the storm of different impacts to whether it's sectors, whether it's different parts of the business. And we've been able to do that on our our supply chain has performed well. It's been unbelievably resilient. We think it's appointed differentiation over us against anyone else in the marketplace. You couple that with our global service footprint, the two of them working together we designated those capabilities is essential. Very early in the pandemic, we protected our team members and we were able to serve our customers and a pretty non disruptive way. Now, behind the scenes are teams were doing all sorts of things to bring, uh, that continuity supply and those expectations we sent to our customers to the forefront. But I couldn't be more pleased at how we responded, and it set us up to where things were going to go. When we think about the future and migrating tomb or integrated solutions, I suspect we may talk about as a service and the capabilities needed with that services in the supply chain play a key role. >>I guess so much to talk to you about. What? I wanna come back to digital transformation For a minute. I was talking to the C i o the other day and I asked him what was the digital transformation mean to you? He said, David, I got a 15 year old s a P system. Digital transformation means to me I My business has changed in the last 15 years, but my s a P system Hasn't I gotta bring it up to speed. I have to modernize. So there's a spectrum. On the other hand, if if you're not digital today and you're, say, a restaurant, you can't do business. So what does that spectrum look like of digital transformation to you and your customers? >>Well, I think your examples were very good. I mean, our industries as a long reputation of overhyping, different constructs. The fact is, the world is rapidly digitizing. It's undeniable. If you look at the cost of a sensor and how those sensors air now being placed in everything, all of the data that's being collected as a result, That's certainly the forefront of what's happening. And every business has to deal with that. You mean you can't We talked about hospitality. You got hotel rooms that have sensors in them for lights, for water, for a temperature. You think about what's happening in the finance sector in the amount of data that's being created on the edge of that has to be processed on the edge. You think about smart factory smart hospitals in the amount of technology that's going in to bring those new areas to the forefront. So in my mind. Digital transformation is catching up with where the world's going. We know the world is going from an analog world to a digital world, and as that acceleration, mhm goes faster and faster and faster, which I absolutely we absolutely believe this happening. Companies have to change the business. They have to change their models. They have to figure out how to take all of this data and turn data into information to drive better business outcomes. We tend to get into this digital transformation and everyone to talk about this piece of gear, this piece of gear, this piece of gear. I actually don't spend any time on that. It's where customers are going. What are they doing to really instrument, if you will, the digital world they're going to participate in and have to figure out how to overcome the obstacles and barriers with that to compete in their particular sectors. That's where we come in. We help them help them with certainly the gear part of it, but more importantly, the solution orientation to bring better business outcomes to them, to help them get to where they want to go. Does that help? >>Yes, and it does, and it sort of leads me to the hybrid cloud multi cloud. To me, it's edges all part of that and it's critical for your customers. Digital transformations. I mean, what I mean by that is creating a trusted operating environment across whatever platform you're on, whether you're on Prem when you're in a public cloud, whether you're at the edge, so multi cloud is part of that. You know, I used to think a lot of this stuff was aspirational. It seems to becoming more and more really. Where do you see your customers in that maturity cycle? >>Well, I love the way you described it. What we see is the notion of Cloud is much broader than perhaps we would have talked about earlier on when I got this job was the public cloud. No, there's Public Cloud. There's private clouds, and clearly the edge is going to be a cloud operating a model. In fact, we see the world of five G edge and cloud, those three circles intersecting toe high degree. So we're gonna bring a cloud operating model to the edge. We're gonna bring new advanced connectivity data driven connective ity to this edge where all of this instrumentation and all of this data is going to be created that will have toe have real time analytics done, uh, at the edge we think, is this opportunity to really step back and go well. Those cloud things can't be separate. They have to be a set of systems. In fact, it has to become an integrated system. And we think that integrated system has to be able to move data, be able to consistently manage, consistently orchestrate and consistently Dr Operations across those three cloud environments, I think we have gone. Probably the best characterization is early innings. We're certainly not in the first inning. We're not in the ninth inning, but we're certainly into the ballgame here of helping customers orchestrate a multi cloud hybrid cloud environment. If you think about what we've done with VM wars enablement or interaction with the public domains, the work that we've done from our private area, we have accomplished a lot in a short period of time, I'd also tell you there's a fair amount of work in front of us as this spends very quickly and the edge of balls we have to connect those worlds and not leave the edge out on an island by itself. We have to bring it together. We're bringing into the public and private cloud domains that we have today, >>and I definitely wanna hit on as a service. But since we're on this topic, I wanna I wanna talk about five G and Telco a little bit. Let me just spiel for a bit and then you can respond. So I mean, this seems to be a lot of confusion around five G. There's very high expectations. There's there's a there's a lot of talk, but if it's hard toe sort of identify the true impact, that's that's tangible today, anyway. And then you got the telecom telco transformation going on. We've been We've been hearing this for a long, long time. Meanwhile, you got the over over the top providers. They're living off the infrastructure. The telcos price per bit is declining, but the usage is exploding. And so what do you make of all this? You know, the telcos air reinventing themselves. Five g is a part of that consumers Airway waiting for that. There's a lot of, you know, mixed marketing messages going on. What's your take on this and what's tells role? >>Well, look, I I tend to try to break it down into things. At least I can understand. If I look at five G is the next generation Cellular, which I believe it's far more than that. I mean, I think it's the next data fabric for the data era. I think it's going to be this intersection, as I mentioned moments ago of five g Cloud and Edge, all coming together. But I think about it from the infrastructure side that you describe. What we have is the first opportunity to bring a cloud environment to the telco space that hasn't happened before. And I think a cloud environment needs to be implemented because I think there are cost pressures in that sector, and this is going to be a way to become more competitive and to bring out new technologies and services much faster. So now if you bring a cloud operating model to this which I believe five g enables, there is now the opportunity to bring, I think, um, or standard based infrastructure rather than the proprietary ones. In the past, we now can bring a industry standard set of architectures was softer to find layers in the stack. And for the first time in the telcos space, you have the ran going through significant transformation. And on my mind, Iran is one of the significant control points in the telco or five g stack, and that is going to be more open. And then we have to think of five. G is just more than a cellular network. I mean, we're gonna have private private five G. So to the degree that it displaces why, if I will be interesting to see and unfold. But there's a huge opportunity now. Is those sensors that I talked about in the digitization of hospitals and factories and cities, all interconnected by a bunch of private five G networks, all working in an interactive combined system way. I think it just lends itself to a solutions orientation, a standardization orientation, a cloud model, and that's sort of what we do. So I get excited. All of what I just said or alluded to is not solved to your point. You've been hearing this discussion for some time, but the opportunity is large for us. It's one of the single biggest largest opportune, single biggest opportunity that we see for Delon View more and we're going to pursue it together. And we think we can take our at scale technologies that we brought to the Enterprise Data Center and bring those to the telco providers in the private five g build out. >>It's amazing, Jeff, when you think about the when you and I started in this business and how far we've come, it's It's just just mind boggling, isn't it? It >>really is. We've been at this a while and things have changed. But again, it's been on this consistent technology curve, this consistent standardization curve, and it's now applying to new sectors >>I want to end with as a service. You mentioned that before and and so you've got actually really growing business in subscriptions? Uh, you got a lot of options for customers, which is good, but sometimes it's confusing. What's the strategy around as a service? What can we expect there? >>Well, one of the things that we've done and you're right, we've made a lot of progress. We launched L Technology on demand last year. We have 2000 plus customers of $1.3 billion revenue run rate, it's growing at 30% so we're pleased. But at the same time, all the data suggest customers we're gonna want to deploy even at a greater rate. So I think I made reference during our keynote. Today, about 75% of the world's data is gonna be created outside of the data center, 75% off the edge. Build out is going to be done as a service, as is half of the infrastructure. So we think we need to take this to the proverbial next level. We announced Project Apex, Project Apex for us to take all of the properties that we have across the company, all of the different activities and to unify them a single effort for as a service model for the Dell company going forward for our entire portfolio. We think the timing is right. We think we have to be able to, if you will project APEC should be translated as the easy button for our customers. It's a way to make things simpler. It's a way to give them the choice they need to drive consistency in the operating model, and that's the path Ron, we're pretty excited about this unification, if you will. Galvanizing across the entire organization with Project Apex. >>Awesome. Listen, I know you're super busy. Appreciate all the time you've given us your You're a fun executive toe. Hang around with a mission, man. I wish we were together, but hopefully, hopefully sometime soon we can We could see each other face to face. >>I would like that very much. I missed the interactions themselves. I appreciate the time today. Thank you, Dave. >>All right, We'll see you, Jeff. Thanks again. All right. Thank you for watching everybody. Keep it right there. We're back with our next guest. It del Technology World 2020. You're watching the Cube.

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Welcome back, I'm still minimum and this is the Cubes coverage of VM World 2020 our 11th year doing the Cube. First year. We're doing it, of course, virtually globally. Happy to welcome back to the program. One of our Cube alumni, Shannon Champion, and she is the director of product marketing with Dell Technologies. Shannon, Nice to see you and thanks so much for joining us. >>Thanks for having me. Good to see you as well. >>Alright, So big thing, of course, at VM World, talking about building off of what was Project Pacific at last year's show? Talking about how kubernetes all the wonderful cloud native pieces go in. So let's let's talk about application modernization. Shannon, you know, with a theme I've talked about for a number of years, is you know, we need to modernize the platform, and then we can modernize the applications on top of those. So tell us what you're hearing from your customers and how Delon vm, where then, are bringing the solutions to help customers really along that journey. >>Yeah, I'd love Thio. It's fun stuff. So, um, enterprises are telling us that especially now more than ever, they're really looking for how they must digitally transform. And they need to do that so they can drive innovation and get a competitive advantage on one way. That they're able to do that is by finding ways to flexibly and rapidly move work loads to where they make sense, whether that's on premises or in the public cloud. And the new standard for doing this is becoming cloud native applications. There was a recent I. D. C. Future Escape that predicted that by 2025 2 3rd of enterprises will be prolific software producers with code being deployed on a daily basis, and over 90% of applications at that time will be delivered with cognitive approaches. So it's just kind of crazy to think, and what's really impressive to is that the sheer volume of applications that are anticipated to be produced with these cloud native approaches Ah, it's expected to be over 500 million new APS created with cognitive approaches by 2024 just kind of putting that into perspective 500 million. APS is the same number that's been created over the last 40 years. So it's a fun, fun trend to be part of. >>Yeah, it's really amazing. When I talked to customers, there's some It's like, Oh, let me show you how Maney APs I've done and created in the last 18 months. It was like, Great. How does that compare before? And they're like, we weren't creating APS. We were buying APS. We were buying software. We had outsourced some of those pieces. So you know that that that trend we've been talking about for a number of years is kind of everyone's a software company, Um, does not mean that, you know, we're getting rid of the old business models. But Shannon, there are challenges there either expanding and moving faster or, you know, making sure that I have the talent in house. So bring us inside. What if some of the big things that your customers are telling you, uh, maybe that's holding them back from unlocking that central? >>Yeah, totally. You hit on a couple of them, you know, we're definitely seeing a lot of interest in adoption of kubernetes and clearly VM Ware is leading the way with Changzhou. But we're also hearing that they're underestimating the challenges on how toe quote unquote get to kubernetes. Right? How do you stand up that full cloud native staff and particularly at scale Thio? How do you manage the ongoing operations and maintain that infrastructure? How do you support the various stakeholders? How do you bring I t operators and developers together? Eso There's really a wide range of challenges that, um businesses air facing. And the other thing is that you hit on, you know, they're going to be producing mawr and Mawr cloud native applications, but they still need to maintain legacy applications, many of which are driving business, critical applications and workloads. So they're going to need to look for solutions that help them manage both and allow them to re factor or retire those legacy ones at their own pace so they can maintain business continuity. >>Yeah, and of course, Shannon, we know as infrastructure people, our job was always toe, you know, give the environment to allow the applications to run in virtualization. For years, it was Well, I knew if I virtualized something, I could leave it there and it wasn't going to. It didn't have to worry about the underlying hardware changes. Help us understand How does kubernetes fit into this environment? Because, as I said that people don't want to even worry about it. And the infrastructure people now need to be able to change, expand and, you know, respond to the business so much faster than we might have in times past. >>Yeah, so from an infrastructure perspective, working with VM ware based on tons of really the essence of that is to bring I t operators and developers together. The infrastructure has a common set of management that, you know, each the developer and the I t operators can work in the language there most familiar with. And, you know, the communication of the translation all happens within Tan Xue so that they're more speaking the same, um, language when it comes Thio, you know, managing the infrastructure in particular with VM ware tansy on VX rail. We are delivering kind of a range of infrastructure options because we know people are still trying to figure out you know, where they are in their kubernetes readiness path. Some people have really developed mature capabilities in house for who were Netease for software defined networking. And for those customers, they still may want Thio. You know, use a reference architecture er and build on top of the ex rail for, you know, a custom cloud native specific application. What we're finding is more and more customers, though, don't have that level of kubernetes expertise, especially at scale. And so VM ware v sphere with Tan Xue on VX rail as well as via more cloud foundation on VX rail are ways Thio get a fast start on kubernetes with directly on these fair or kind of go with the full Monty of VM or Cloud Foundation on VX rail. >>Well, we're bringing up VX rail. Of course. The whole wave of h C I was How do we enable simplicity? We don't wanna have to think about these. We wanna, uh, just make it so that customers can just buy a solution. Of course. VX rail joint solution, you know, heavily partnership with VM ware. So, Shannon, there's a few options. VM has been moving very fast toe expand out that the into portfolio, uh, back at the beginning of the year when the sphere seven came out. You needed the BMR Cloud Foundation. Which, of course, what was an option for for for the VX rail. So help us understand you laid out a little bit some of those options there. But what should I know as Adele customer, Uh, you know what my options are? How the fault Kansas Wheat fits into it. >>Yeah, eso We like to call it kubernetes your way with the ex rail. So we have a range of options to fit your operational or kubernetes scale requirements or your level of expertise. So the three options, our first for customers that are looking for that tested, validated, multi configuration reference architectures er that will deliver platform as a service or containers is a service. We've got Tom to architecture for VX rail, which is a new name for what was known as pivot already architecture er and then for customers that may have minimum scaling requirements. They may have some of that expertise in house to manage at scale. The fastest path to get started with kubernetes is the new VM ware V sphere with Changzhou on VX rail. And then last I mentioned kind of that full highly automated turnkey on promises Cloud platform. That's the VM, or Cloud Foundation, on VX rail, which is also known as Dell Technologies Cloud Platform. And that option supports Tan Xue with software defined networking and security built in with that automated lifecycle management across the full stack. So there's really three paths to it from a reference architecture approach to a fast path on the actual clusters all the way to the full Deltek Cloud platform. And Dell Technologies is the first and only really offering this breath of tans. You infrastructure deployment options. Eso customers can really, uh, choose the best path for them. >>Yeah, So, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, they're hybrid and multi cloud solution. So of course they're they're public cloud the VM ware cloud on a W s. They have that solution. They have extended extended partnerships. Now, with azure uh, the the the offering with Oracle. Uh, that's coming, and I guess I could think to just think of the delta cloud on VX rail as just one of those other clouds in that hybrid and multi cloud solutions. Do I have that right? Same stack. Same management. If I'm if I'm living in that VM world world. >>Yeah. So the Deltek Cloud platform is an on premises hybrid cloud. So, you know, ah, lot of customers were looking to reduce complexity really quickly especially, you know, with some of the work from home initiatives that were sprung upon us and trying to pivot, um to respond to that. And, you know, the answer to solving some of that complexity is to jump into public cloud. What we found is a lot of customers actually are driving a hybrid cloud strategy and approach. And we know many customers sort of have that executive mandate. There's value in, um, driving that are on prem hybrid cloud approach. And that's what Dell Technologies Cloud platform is. So you get the consistent operations in the consistent infrastructure and more of the public cloud like consumption experience while having the infrastructure on Prem for security data locality. Other, um, you know, cost reasons like that. Eso That's really where VM or Cloud Foundation on VF Trail comes into play eso leveraging the VM ware technologies you have on Prem Hybrid cloud. It can connect all those public cloud providers that you talked about. So you have, you know, core to cloud on Dwan. Of the new capabilities that VM or Cloud Foundation, is announced support for is remote clusters. So that takes us kind of from cloud all the way toe edge because you now have the same VCF operational capabilities and operational efficiency with centralized management for remote locations. >>Wonderful. I'm glad you brought up the edge piece. Of course, you talk to the emerging space vm ware talking about ai talking about EJ, so help us understand. How much is it? The similar operational model? Is it even eyes that part of the VX rail family? What's the What's the state of the state in 2020 when it comes to how edge fits into that cloud core edge discussion that you just raised? >>Yeah, when you look at trends, especially for hyper converged edge and cloud native are kind of taking up a lot of the airwaves right now. Eso hyper converge is gonna play a big role in Theodore option of both cloud native Band Edge. And I think the intersection of those two comes into play with things like the remote cluster support for VM Ware Cloud Foundation on VX rail, where you can run cloud, you know, cloud native based modern applications with Tan Xue alongside traditional workloads at the edge, which traditionally have more stringent requirements. Less resource is maybe they need a more hardened environment, power and cooling, you know, um, constraints. So with VCF on VX rail, you have all the operational goodness that comes from the partnership in the levels of integration that we have with VM Ware. And customers can sort of realize that promise of full workload management mobility in a true hybrid cloud environment. >>Shannon I'm wondering what general feedback you're getting from your customers is as they look at a zoo, said these cloud native solutions. You know what's what's the big take away? Is this a continuation of the HD I wave that you've seen? Do they just pull this into their hybrid environments? Um, I'm wondering if you have any either any specific examples that you've been anonymized or just the general gestalt that you're getting from your customers. Is that how they're doing expanding, uh, into these, you know, new environments that kind of stretch them in different ways. >>Yeah, it's interesting because you know, there's there's customers that run the gamut when we look at those that are sort of the farther down their digital transformation journey. Those are the ones that were already planning for cloud native applications or had some in development. Uh, there's also some trends that we're seeing based on, you know, the the size of cluster deployments and the range of, you know, various configurations that are an indicator of those customers that are more modernized in terms of their approach to cloud native. And what we find from those customers, especially over the last six months, is that they're more prepared to respond to the unknown on bond. That was a big lesson for some of the other customers that you know, had new. The digital transformation was the way of the future, but hadn't yet sort of come up with a strategy on how to get there themselves were finding those customers are inhibiting their investments to areas that can help them be more ready for the unknown in the future. In Cloud native is top of that list. >>Absolutely. Shannon Day Volante showed a few times There's the people in the office, you know, with their white board doing everything. And there's the wrecking ball of covert 19. Kind of like Well, if you weren't ready and you weren't already down this path, you better move fast. Wonderful. All right, Shannon. So we know, uh, from past years, you know, VX rail. Usually it's all over the show. So in the digital world, what do you want to he takeaways. What are some of the key? You know, hands on demos, sessions that that people should check out. >>Thank you. Yeah. So hopefully your take away is that the X ray is a great infrastructure to support modern applications. First and foremost, we have, you know, a jointly engineered system built with VM ware, four VM ware environments to enhance fam. Where, and we do that with our the extra LHC I system software, which I didn't give a shout out to yet, which extends that native capabilities and really is the secret behind how we do seamless automated operational experience with the ex rail. And that's the case, whether it's traditional or modern applications. So that's my little commercial for VX rail at the show. Please tune into our VM World session on this topic. We also have hands on labs. We are launching a fun augmented reality game. Eso Please check that out on. We have a new Web page as well that you could get access to all the latest assets and guides that help you, you know, navigate your journey for cloud native. And that's at dell technologies dot com slash Hangzhou. >>Wonderful. Well, Shannon Champion, thanks so much. Great to see you again. And be short. Uh, we look forward to hearing more in the future. >>Thanks to >>stay with us. Lots more coverage from VM World 2020. I'm stew. Minimum is always thank you for watching the Cube.

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Welcome back, I'm still minimum and this is the Cubes coverage of VM World 2020 our 11th year doing the Cube. First year. We're doing it, of course, virtually globally. Happy to welcome back to the program. One of our Cube alumni, Shannon Champion, and she is the director of product marketing with Dell Technologies. Cannon. Nice to see you and thanks so much for joining us. >>Thanks for having me. Good to see you as well. >>Alright, So big thing, of course, at VM World, talking about building off of what was Project Pacific at last year's show? Talking about how kubernetes all the wonderful cloud native pieces go in. So let's let's talk about application modernization. Shannon, you know, with a theme I've talked about for a number of years, is you know, we need to modernize the platform, and then we can modernize the applications on top of those. So tell us what you're hearing from your customers and how Delon Vm Ware then are bringing the solutions to help customers really along that journey. >>Yeah, I'd love Thio. It's fun stuff. So, um, enterprises are telling us that especially now more than ever, they're really looking for how they must digitally transform. And they need to do that so they can drive innovation and get a competitive advantage on one way. That they're able to do that is by finding ways to flexibly and rapidly move work loads to where they make sense, whether that's on premises or in the public cloud. And the new standard for doing this is becoming cloud native applications. There was a recent I. D. C. Future Escape that predicted that by 2025 2 3rd of enterprises will be prolific software producers with code being deployed on a daily basis, and over 90% of applications at that time will be delivered with cognitive approaches. So it's just kind of crazy to think, and what's really impressive to is that the sheer volume of applications that are anticipated to be produced with these cloud native approaches Ah, it's expected to be over 500 million new APS created with club approaches by 2024 just kind of putting that into perspective 500 million. APS is the same number that's been created over the last 40 years. So it's a fun, fun trend to be part of. >>Yeah, it's really amazing. When I talked to customers, there's some It's like, Oh, let me show you how Maney APs I've done and created in the last 18 months. It was like, Great. How does that compare before? And they're like, we weren't creating APS. We were buying APS. We were buying software. We have outsourced some of those pieces. So you know that that that trend we've been talking about for a number of years is kind of everyone's a software company, Um, does not mean that, you know, we're getting rid of the old business models. But Shannon, there are challenges there either expanding and moving faster or, you know, making sure that I have the talent in house. So bring us inside. What if some of the big things that your customers were telling you, maybe that's holding them back from unlocking that potential? >>Yeah, totally. You hit on a couple of them, you know, we're definitely seeing a lot of interest in adoption of kubernetes and clearly vm Ware is leading the way with Changzhou. But we're also hearing that they're underestimating the challenges on how toe quote unquote get to kubernetes. Right? How do you stand up that full cloud native staff and particularly at scale Thio? How do you manage the ongoing operations and maintain that infrastructure? How do you support the various stakeholders? How do you bring I t operators and developers together? Eso There's really a wide range of challenges that, um businesses air facing. And the other thing is that you hit on, you know, they're gonna be producing Mawr and Mawr cloud native applications, but they still need to maintain legacy applications, many of which are driving business critical applications and workloads. So they're going to need to look for solutions that help them manage both and allow them to re factor or retire those legacy ones at their own pace so they can maintain business continuity. >>Yeah, and of course, Shannon, we know as infrastructure people, our job was always toe, you know, give the environment to allow the applications to run in virtualization. For years, it was Well, I knew if I virtualized something, I could leave it there, and it wasn't going to it didn't have to worry about the underlying hardware changes. Help us understand How does kubernetes fit into this environment? Because, as I said that people don't want to even worry about it. And the infrastructure people now need to be able to change, expand and, you know, respond to the business so much faster than we might have in times past. >>Yeah, So from an infrastructure perspective, working with VM ware based on tons of really the essence of that is to bring I t operators and developers together. The infrastructure has a common set of management that, you know, each the developer and the I t operators can work in the language there most familiar with. And, you know, the communication of the translation all happens within Tan Xue so that they're more speaking the same, um, language when it comes Thio, you know, managing the infrastructure in particular with VM ware tansy on VX rail. We are delivering kind of a range of infrastructure options because we know people are still trying to figure out you know, where they are in their kubernetes readiness. Have, um, some people have really developed mature capabilities in house for who were Netease for software defined networking. And for those customers, they still may want Thio. You know, use a reference architecture er and build on top of the ex rail for, you know, a custom cloud native specific application. What we're finding is more and more customers, though, don't have that level of kubernetes expertise, especially at scale. And so VM ware v sphere with Tan Xue on VX rail as well as via more cloud foundation on VX rail are ways Thio get a fast start on kubernetes with directly on these fair or kind of go with the full Monty of B M or Cloud Foundation on BX rail. >>Well, we're bringing up VX rail. Of course. The whole wave of h C I was How do we enable simplicity? We don't wanna have to think about these. We wanna, uh, just make it so that customers can just buy a solution. Of course. VX rail joint solution, you know, heavily partnership with VM ware. So, Shannon, there's a few options. VM has been moving very fast. Expand out that the into portfolio, uh, back at the beginning of the year when the Sphere seven came out. You needed the BMR Cloud Foundation. Which, of course, what was an option for for for the VX rail. So help us understand you laid out a little bit some of those options there. But what should I know as Adele customer, Uh, you know what my options are? How the fault hands a sweet fits into it. >>Yeah, eso we like to call it kubernetes your way with the ex rail. So we have a range of options to fit your operational or kubernetes scale requirements or your level of expertise. So the three options, our first for customers that are looking for that tested, validated multi configuration reference architectures er that will deliver platform as a service or containers is a service. We've got tons of architecture for VX rail, which is a new name for what was known as pivot already architecture er and then for customers that may have minimum scaling requirements, they may have some of that expertise in house to manage at scale. The fastest path to get started with kubernetes is the new VM ware V sphere with Changzhou on VX rail. And then last I mentioned kind of that full highly automated turnkey on promises. Cloud platform. That's the VM, or Cloud Foundation, on VX rail, which is also known as Dell Technologies Cloud Platform. And that option supports Tan Xue with software defined networking and security built in with that automated lifecycle management across the full stack. So there's really three paths to it, from a reference architecture approach to a fast path on the actual clusters all the way to the full Deltek Cloud platform. And Dell Technologies is the first and only really offering this breath of Tanya infrastructure deployment options. Eso customers can really choose the best path for them. >>Yeah, so, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, they're hybrid and multi cloud solution. So of course they're they're public cloud the VM ware cloud on a W s. They have that solution. They have extended extended partnerships. Now, with azure uh, the the the offering with Oracle that's coming. And I guess I could think to just think of the Delta cloud on VX rail as just one of those other clouds in that hybrid and multi cloud solutions do I have that right? Same stack. Same management. If I'm if I'm living in that VM world world. >>Yeah. So the Deltek Cloud platform is an on premises hybrid cloud. So, you know, ah, lot of customers were looking to reduce complexity really quickly especially, you know, with some of the work from home initiatives that were sprung upon us and trying to pivot to respond to that. And, um, you know the answer toe solving some of that complexity is to jump into public cloud. What we found is a lot of customers actually are driving a hybrid cloud strategy and approach. And we know many customers sort of have that executive mandate. There's value in, um, driving that, um on Prem hybrid cloud approach. And that's what Dell Technologies Cloud platform is. So you get the consistent operations in the consistent infrastructure and more of the public cloud like consumption experience while having the infrastructure on Prem for security data locality There, um, you know, cost reasons like that eso That's really where VM or Cloud Foundation on VF drill comes into play eso leveraging the VM ware technologies you have on Prem hybrid cloud. It can connect all those public cloud providers that you talked about. So you have, you know, core to cloud on day one of the new capabilities that VM or Cloud Foundation is announced support for is remote clusters. So that takes us kind of from cloud all the way toe edge because you now have the same VCF operational capabilities and operational efficiency with centralized management for remote locations. >>Wonderful. I'm glad you brought up the edge piece. Of course, you talk to the emerging space vm ware talking about ai talking about EJ. So help us understand. How much is it? The similar operational model is it even? Is that part of the VX rail family? What's the What's the state of the state in 2020 when it comes to how edge fits into that cloud core edge discussion that you just, uh, raised? >>Yeah. When you look at trends, especially for hyper converged edge and cloud native are kind of taking up a lot of the airwaves right now. Eso hyper converge is gonna play a big role in Theodore option of both cloud native Band Edge. And I think the intersection of those two comes into play with things like the remote cluster support for VM or Cloud Foundation on VX rail where you can run cloud, you know, cloud native based modern applications with thons Ooh, alongside traditional workloads at the edge, which traditionally have more stringent requirements. Less resource is maybe they need a more hardened environment, power and cooling, you know, um, constraints. So with VCF on Vieques, well, you have all the operational goodness that comes from the partnership in the levels of integration that we have with VM Ware. And customers can sort of realize that promise of full workload management mobility in a true hybrid cloud environment. >>Shannon, when I'm wondering what general feedback you're getting from your customers is as they look at a zoo, said these cloud native solutions and you know what's what's the big take away? Is this a continuation of the HD I wave that you've seen? Do they just pull this into their hybrid environments? Um, I'm wondering if you have any either any specific examples that you've been anonymized or just the general gestalt that you're getting from your customers. Is that how they're doing expanding, uh, into these, you know, new environments that kind of stretch them in different ways. >>Yeah, it's interesting because you know, there's there's customers that run the gamut when we look at those that are sort of the farther down their digital transformation journey. Those are the ones that were already planning for cloud native applications or had some in development. Uh, there's also some trends that we're seeing based on, you know, the the size of cluster deployments and the range of, you know, various configurations that are an indicator of those customers that are more modernized in terms of their approach to cloud native. And what we find from those customers, especially over the last six months, is that they're more prepared to respond to the unknown on bond. That was a big lesson for some of the other customers that you know, had new. The digital transformation was the way of the future, but hadn't yet sort of come up with a strategy on how to get there themselves were finding those customers are inhibiting their investments to areas that can help them be more ready for the unknown in the future. In Cloud Native is top of that list. >>Absolutely Shannon Day Volante shown a few times. There's the people in the office, you know, with their white board doing everything. And there's the wrecking ball of covert 19. Kind of like Well, if you weren't ready and you weren't already down this path, you better move fast. Wonderful. All right, Shannon. So we know, uh, from past years, you know, VX rail. Usually it's all over the show. So in the digital world, what do you want? He takeaways. What are some of the key? You know, hands on demos, sessions that that people should check out. >>Thank you. Yeah. So hopefully your take away is that the exhale is a great infrastructure to support modern applications. First and foremost, we have, you know, a jointly engineered system built with VM ware, four VM ware environments to enhance fam. Where, and we do that with our the extra LHC I system software, which I didn't give a shout out to yet, which extends that native capabilities and really is the secret behind how we do seamless automated operational experience with the ex rail. And that's the case, whether it's traditional or modern applications. So that's my little commercial for VX rail at the show please tune into our VM World session on this topic. We also have hands on labs. We are launching a fun augmented reality game. Eso Please check that out on. We have a new Web page as well that you get access to all the latest assets and guides that help you, you know, navigate your journey for cloud native. And that's at dell technologies dot com slash Hangzhou. >>Wonderful. Well, Shannon Champion, thanks so much. Great to see you again. And be short. Uh, we look forward to hearing more in the future. >>Thanks to >>stay with us. Lots more coverage from VM World 2020. I'm stew. Minimum is always thank you for watching the Cube.

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Las Vegas, Lisa Martin. With the cue, we're live Day one of our duel set coverage of Del Technologies World twenty nineteen student a menace here with me, and we're welcoming back a couple of alumni. But for the first time together on our set, we've got Terry Pellegrino, the BP of high performance computing at Delhi Emcee and Nick, who grew VP of Data Analytics and Cyber Securities just at MasterCard. Did I get that right? All right, good. So, guys, thanks for joining Suited me this afternoon, by the way. So we will start with you High performance computing. Talk about that a lot. I know you've been on the Cube talking about HPC in the Innovation lab down in in Austin, high performance computing, generating a ton of data really requiring a I. We talk a lot of it II in machine learning, but let's look at it in the context of all this data. Personal data data from that word, you know, it turns out do with mastercard, for example How are you guys working together? Dell Technologies and MasterCard to ensure that this data is protected. It secure as regulations come up as fraud, is a huge, expensive >> issue. Well, I think make way worked together to really well worry about the data being secure, but also privacy being a key item that we worry about every day you get a lot of data coming through, and if we let customer information or any kind of information out there, it can be really detrimental. So we've really spent a lot of time not only helping manage and worked through the data through the infrastructure and the solutions that we've put together for. For Nick, who also partnered with the consortium project that got started Mosaic Crown to try to focus even more on data privacy on Mosaic Crown is is really interesting because it's getting together and making sure that the way we keep that privacy through the entire life cycle of the data that we have the right tools tio have other folks understand that critical point. That's that's how we got all the brains working together. So it's not just Delon DMC with daily emcee and MasterCard It's also ASAP We have use of Milan, you're sort of bergamot and we'Ll solve the only three c and all together back in January decided to get together and out of Nick's idea. Think about how we could put together with all those tools and processes to help everybody have more private data. Other. >> I think this was your idea. >> I can't say it was my idea. The European Union itself with what? The advent of Judy parent privacy. Their biggest concern was we don't want people to stop sharing. Data began with artificial intelligence. The great things that we do with it from the security, you know, carrying diseases all the way through, making sure transactions are safe and secure. Look, we don't want people to stop our organizations to stop sharing that data because they have fear of the regulations. How do we create a date on market? So the U has something called Horizon twenty twenty on one of their initiatives. Wass Way wanted to understand what a framework for data market would look like where organizations can share that data with confidence that they're complying to all the regulations there, doing the anonymous ization of that data, and the framework itself allows someone to say, I could do analysis without worrying that if it's surfacing personally identifiable information or potentially financial information, but I can share it so that it can progress the market data economy. So as a result of that, what we did is we put the guilt. I said, This is a really good idea for us. Went to the partners at del. That's it, guys, this is something we should consider doing now. Organization always been looking at privacy, and as a result, we've done a very good job of putting that consortium together. >> So, Nick, we've talked with you on the Cuba quite a few times about security. >> Can you just give >> us? You know, you talked about that opportunity of a I We don't want people to stop giving data in. There was concerned with GPR that Oh, wait, I need you to stop collecting information because I'm going to get sued out of existence. If it happened, how do we balance that? You know, data is the new oil I need, you know, keep not flowing and oh, my God. I'm going to get hacked. I'm going to get sued. I'm going to have the regulation, You know, people's personal information. I'm goingto walk down the grocery store and they're going to be taking it from me. How do we balance that? >> Well, the nice part is, since State is the new oil, well, we considered it is artificial intelligences that refinery for that oil. So, for our perspective, is the opportunity to say we can use a eye to help. Somebody says, Hey, I don't want you to share my data information. I want to be private, but I can use a I d. S. Okay, let's filter those out so I can use a I'd actually sit on top of that. I can sit down and say, Okay, how do I keep that person's safe, secure and only share the necessary data that will solve the problem again, using artificial intelligence through different types of data classifications, whoever secure that data with different methods of data security, how we secure those types of things come into play. And again, there's also people say, I don't ever want my data to be we identified so we can use different methods to do complete anonymous ation. >> How do you do that when there are devices that are listening constantly, what Walmart's doing? Everybody that has those devices at home with the lady's name. I won't say it. I know it activates it. How How do you draw the line with ensuring that those folks that don't want certain things shared if they're in the island Walmart talking about something that they don't want shared? How do you facilitate that? >> Well, part of that is okay. At a certain point, when it comes to privacy, you've gotta have a little bit of parenting. Just because you have that information doesn't mean you need to use that information. So that's where we as humans have to come into play and start thinking about what is the data that we're collecting And how should we use that information on that person and who is walking through a store? And we say we are listening to what their conversations are? Well, I don't need to identify that you or you. I just didn't know what is the top talking about? Maybe that's the case, but again, you have to make that decision again. It's about being a parent at this point. That's the ethical part of data which we've discussed on this program before. Alright, >> so teary. Talkto us some about the underlying architecture that's going to drive all of this. You know, we we love the shift. For years ago, it was like storing my data. You know, Now we're talking about how do we extract the value of the data? We know data's moving a lot, So you know what's changing And I talk every infrastructure company I talked to, it's like, Oh, well, we've got the best ai ai, you know, x, whatever. So you know what kind of things should custom be looking for To be able to say, Oh, this is something, really. It's about scale. It's about, you know, really focused on my data. Yeah, absolutely. Well, I will say first, the end of underlying infrastructure. We have our set of products that have security intrinsic in the way they're designed. I really worry about ki management for software we have silicon based would have trust throughout a lot of our portfolio. We also think about secure supply chain, even thinking through security race. If you lose your hard drive on, we can go and make sure that the data is not removed. So that's on the security front. On the privacy side, as a corporation, William C. Is very careful about the data that we have access to on. Then you think about a HBC. So being in charge of H. P. C for Cordelia emcee way actually are part of how the data gets created, gets transferred, gets generated, curated and then stored. Of course, storage s O. What we want to make sure is our customers feel like where that one company that can help them through their journey for their data. And as you heard Michael this morning during keynote, >> uh, getting that value out of the data because it's really where that little transformation is going to get everybody to the next level. But right now there's a lot of data. Has Nick stated this data has more personal information at times? Andan i'll add one more thing way. Want to really make sure that innovation is not stifled and the way we get there is to make sure >> that the data sets are as broad as possible, and today it's very difficult to share data. Sets mean that there are parts of the industry there are so worried about data that they will not even get it anywhere else than their own data center and locked behind closed doors. But if you think about all the data scientists, they're craving more data. And the way we can get there is with what make it talked about is making sure that the data that is collected is free of personal information and can still be qualified for some analysis and letting all the data scientists out there to get a lot of value out of it. >> So HBC can help make the data scientist job simpler or simplify evaluating this innumerable amun of data. >> Correct. So what in the days you had an Excel spreadsheet and wanted to run and put the table on it, you could do that on a laptop for end up tablet. When you start thinking about finding a black hole in the galaxy, you can do that on tablet. So you're gonna have to use several computers in a cluster with the right storage of the right interconnect. And that's why it's easy comes in place. >> I mean, if I man a tactical level, what you'LL see with HBC computing is when someone's in the moment, right? You want to be able to recognize that person has given me the right to communicate to them or has not given me the right to communicate to them, even though they're trying to do something that could be a transaction. The ability to say Hey, I have I know that this person's or this device is operating here is this and they have given me these permissions. You've got to do that in real time, and that's what you're looking for. HBC competing to do. That's what you're saying. I need my G p you to process in that way, and I need that cpt kind of meat it from the courts. The edges say Yep, you can't communicate. No, you can't. Here's where your permissions like. So, >> Nick, what should we >> be looking for? Coming out of this consortium is people are watching around the industry. You know what, what, what >> what expect for us? The consortium's about people understand that they can trust that they're data's being used properly, wisely, and it's being used in the way it was intended to be used so again, part of the framework is what do you expect to do with the data so that the person understands what their data is being used for the analysis being done? So they have full disclosure. So the goal here is you can trust your data's being used. The way was intended. You could trust that. It's in a secure manner. You can trust that your privacy is still in place. That's what we want this construction to create that framework to allow people to have that trust and confidence. And we want the organization to be able to not, you know, to be able to actually to share that information to again move that date economy forward. >> That trust is Nirvana. Well, Nick Terry, thank you so much for joining suing me on the cue this afternoon. Fascinating conversation about HPC data security and privacy. We can't wait to hear what's in store next for this consortium. So you're gonna have to come back. Thank >> you. We'LL be back. Excellent. Thanks so much. >> Our pleasure. First Minutemen, I'm Lisa Martin. You're watching us live from Las Vegas. The keeps coverage of day one of del technology World twenty nineteen. Thanks for watching

>> 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.