>> From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE in ETR. This is Breaking Analysis with Dave Vellante. >> Cloud computing has been the single most transformative force in IT over the last decade. As we enter the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and autonomous resource that will disrupt the operational stacks of virtually every company in every industry. Welcome to this week's special edition of Wikibon's CUBE Insights Powered by ETR. In this breaking analysis, and as part of theCUBE365's coverage of AWS re:Invent 2020, we're going to put forth our scenario for the next decade of cloud evolution. We'll also drill into the most recent data on AWS from ETR's October 2020 survey of more than 1,400 CIOs and IT professionals. So let's get right into it and take a look at how we see the cloud of yesterday, today and tomorrow. This graphic shows our view of the critical inflection points that catalyze the cloud adoption. In the middle of the 2000s, the IT industry was recovering from the shock of the dot-com bubble and of course 9/11. CIOs, they were still licking their wounds from the narrative, does IT even matter? AWS launched its Simple Storage Service and later EC2 with a little fanfare in 2006, but developers at startups and small businesses, they noticed that overnight AWS turned the data center into an API. Analysts like myself who saw the writing on the wall and CEO after CEO, they poo-pooed Amazon's entrance into their territory and they promised a cloud strategy that would allow them to easily defend their respective turfs. We'd seen the industry in denial before, and this was no different. The financial crisis was a boon for the cloud. CFOs saw a way to conserve cash, shift CAPEX to OPEX and avoid getting locked in to long-term capital depreciation schedules or constrictive leases. We also saw shadow IT take hold, and then bleed in to the 2010s in a big way. This of course created problems for organizations rightly concerned about security and rogue tech projects. CIOs were asked to come in and clean up the crime scene, and in doing so, realized the inevitable, i.e., that they could transform their IT operational models, shift infrastructure management to more strategic initiatives, and drop money to the bottom lines of their businesses. The 2010s saw an era of rapid innovation and a level of data explosion that we'd not seen before. AWS led the charge with a torrent pace of innovation via frequent rollouts or frequent feature rollouts. Virtually every industry, including the all-important public sector, got into the act. Again, led by AWS with the Seminole, a CIA deal. Google got in the game early, but they never really took the enterprise business seriously until 2015 when it hired Diane Green. But Microsoft saw the opportunity and leaned in heavily and made remarkable strides in the second half of the decade, leveraging its massive software stake. The 2010s also saw the rapid adoption of containers and an exit from the long AI winter, which along with the data explosion, created new workloads that began to go mainstream. Now, during this decade, we saw hybrid investments begin to take shape and show some promise. As the ecosystem realized broadly that it had to play in the AWS sandbox or it would lose customers. And we also saw the emergence of edge and IoT use cases like for example, AWS Ground Station, those emerge. Okay, so that's a quick history of cloud from our vantage point. The question is, what's coming next? What should we expect over the next decade? Whereas the last 10 years was largely about shifting the heavy burden of IT infrastructure management to the cloud, in the coming decade, we see the emergence of a true digital revolution. And most people agree that COVID has accelerated this shift by at least two to three years. We see all industries as ripe for disruption as they create a 360 degree view across their operational stacks. Meaning, for example, sales, marketing, customer service, logistics, etc., they're unified such that the customer experience is also unified. We see data flows coming together as well, where domain-specific knowledge workers are first party citizens in the data pipeline, i.e. not subservient to hyper-specialized technology experts. No industry is safe from this disruption. And the pandemic has given us a glimpse of what this is going to look like. Healthcare is going increasingly remote and becoming personalized. Machines are making more accurate diagnoses than humans, in some cases. Manufacturing, we'll see new levels of automation. Digital cash, blockchain and new payment systems will challenge traditional banking norms. Retail has been completely disrupted in the last nine months, as has education. And we're seeing the rise of Tesla as a possible harbinger to a day where owning and driving your own vehicle could become the exception rather than the norm. Farming, insurance, on and on and on. Virtually every industry will be transformed as this intelligent, responsive, autonomous, hyper-distributed system provides services that are ubiquitous and largely invisible. How's that for some buzzwords? But I'm here to tell you, it's coming. Now, a lot of questions remain. First, you may even ask, is this cloud that you're talking about? And I can understand why some people would ask that question. And I would say this, the definition of cloud is expanding. Cloud has defined the consumption model for technology. You're seeing cloud-like pricing models moving on-prem with initiatives like HPE's GreenLake and now Dell's APEX. SaaS pricing is evolving. You're seeing companies like Snowflake and Datadog challenging traditional SaaS models with a true cloud consumption pricing option. Not option, that's the way they price. And this, we think, is going to become the norm. Now, as hybrid cloud emerges and pushes to the edge, the cloud becomes this what we call, again, hyper-distributed system with a deployment and programming model that becomes much more uniform and ubiquitous. So maybe this s-curve that we've drawn here needs an adjacent s-curve with a steeper vertical. This decade, jumping s-curves, if you will, into this new era. And perhaps the nomenclature evolves, but we believe that cloud will still be the underpinning of whatever we call this future platform. We also point out on this chart, that public policy is going to evolve to address the privacy and concentrated industry power concerns that will vary by region and geography. So we don't expect the big tech lash to abate in the coming years. And finally, we definitely see alternative hardware and software models emerging, as witnessed by Nvidia and Arm and DPA's from companies like Fungible, and AWS and others designing their own silicon for specific workloads to control their costs and reduce their reliance on Intel. So the bottom line is that we see programming models evolving from infrastructure as code to programmable digital businesses, where ecosystems power the next wave of data creation, data sharing and innovation. Okay, let's bring it back to the current state and take a look at how we see the market for cloud today. This chart shows a just-released update of our IaaS and PaaS revenue for the big three cloud players, AWS, Azure, and Google. And you can see we've estimated Q4 revenues for each player and the full year, 2020. Now please remember our normal caveats on this data. AWS reports clean numbers, whereas Azure and GCP are estimates based on the little tidbits and breadcrumbs each company tosses our way. And we add in our own surveys and our own information from theCUBE Network. Now the following points are worth noting. First, while AWS's growth is lower than the other two, note what happens with the laws of large numbers? Yes, growth slows down, but the absolute dollars are substantial. Let me give an example. For AWS, Azure and Google, in Q4 2020 versus Q4 '19, we project annual quarter over quarter growth rate of 25% for AWS, 46% for Azure and 58% for Google Cloud Platform. So meaningfully lower growth rates for AWS compared to the other two. Yet AWS's revenue in absolute terms grows sequentially, 11.6 billion versus 12.4 billion. Whereas the others are flat to down sequentially. Azure and GCP, they'll have to come in with substantially higher annual growth to increase revenue from Q3 to Q4, that sequential increase that AWS can achieve with lower growth rates year to year, because it's so large. Now, having said that, on an annual basis, you can see both Azure and GCP are showing impressive growth in both percentage and absolute terms. AWS is going to add more than $10 billion to its revenue this year, with Azure growing nearly 9 billion or adding nearly 9 billion, and GCP adding just over 3 billion. So there's no denying that Azure is making ground as we've been reporting. GCP still has a long way to go. Thirdly, we also want to point out that these three companies alone now account for nearly $80 billion in infrastructure services annually. And the IaaS and PaaS business for these three companies combined is growing at around 40% per year. So much for repatriation. Now, let's take a deeper look at AWS specifically and bring in some of the ETR survey data. This wheel chart that we're showing here really shows you the granularity of how ETR calculates net score or spending momentum. Now each quarter ETR, they go get responses from thousands of CIOs and IT buyers, and they ask them, are you spending more or less than a particular platform or vendor? Net score is derived by taking adoption plus increase and subtracting out decrease plus replacing. So subtracting the reds from the greens. Now remember, AWS is a $45 billion company, and it has a net score of 51%. So despite its exposure to virtually every industry, including hospitality and airlines and other hard hit sectors, far more customers are spending more with AWS than are spending less. Now let's take a look inside of the AWS portfolio and really try to understand where that spending goes. This chart shows the net score across the AWS portfolio for three survey dates going back to last October, that's the gray. The summer is the blue. And October 2020, the most recent survey, is the yellow. Now remember, net score is an indicator of spending velocity and despite the deceleration, as shown in the yellow bars, these are very elevated net scores for AWS. Only Chime video conferencing is showing notable weakness in the AWS data set from the ETR survey, with an anemic 7% net score. But every other sector has elevated spending scores. Let's start with Lambda on the left-hand side. You can see that Lambda has a 65% net score. Now for context, very few companies have net scores that high. Snowflake and Kubernetes spend are two examples with higher net scores. But this is rarefied air for AWS Lambda, i.e. functions. Similarly, you can see AI, containers, cloud, cloud overall and analytics all with over 50% net scores. Now, while database is still elevated with a 46% net score, it has come down from its highs of late. And perhaps that's because AWS has so many options in database and its own portfolio and its ecosystem, and the survey maybe doesn't have enough granularity there, but in this competition, so I don't really know, but that's something that we're watching. But overall, there's a very strong portfolio from a spending momentum standpoint. Now what we want to do, let's flip the view and look at defections off of the AWS platform. Okay, look at this chart. We find this mind-boggling. The chart shows the same portfolio view, but isolates on the bright red portion of that wheel that I showed you earlier, the replacements. And basically you're seeing very few defections show up for AWS in the ETR survey. Again, only Chime is the sore spot. But everywhere else in the portfolio, we're seeing low single digit replacements. That's very, very impressive. Now, one more data chart. And then I want to go to some direct customer feedback, and then we'll wrap. Now we've shown this chart before. It plots net score or spending velocity on the vertical axis and market share, which measures pervasiveness in the dataset on the horizontal axis. And in the table portion in the upper-right corner, you can see the actual numbers that drive the plotting position. And you can see the data confirms what we know. This is a two-horse race right now between AWS and Microsoft. Google, they're kind of hanging out with the on-prem crowd vying for relevance at the data center. We've talked extensively about how we would like to see Google evolve its business and rely less on appropriating our data to serve ads and focus more on cloud. There's so much opportunity there. But nonetheless, you can see the so-called hybrid zone emerging. Hybrid is becoming real. Customers want hybrid and AWS is going to have to learn how to support hybrid deployments with offerings like outposts and others. But the data doesn't lie. The foundation has been set for the 2020s and AWS is extremely well-positioned to maintain its leadership, in our view. Now, the last chart we'll show takes some verbatim comments from customers that sum up the situation. These quotes were pulled from several ETR event roundtables that occurred in 2020. The first one talks to the cloud compute bill. It spikes and sometimes can be unpredictable. The second comment is from a CIO at IT/Telco. Let me paraphrase what he or she is saying. AWS is leading the pack and is number one. And this individual believes that AWS will continue to be number one by a wide margin. The third quote is from a CTO at an S&P 500 organization who talks to the cloud independence of the architecture that they're setting up and the strategy that they're pursuing. The central concern of this person is the software engineering pipeline, the cICB pipeline. The strategy is to clearly go multicloud, avoid getting locked in and ensuring that developers can be productive and independent of the cloud platform. Essentially separating the underlying infrastructure from the software development process. All right, let's wrap. So we talked about how the cloud will evolve to become an even more hyper-distributed system that can sense, act and serve, and provides sets of intelligence services on which digital businesses will be constructed and transformed. We expect AWS to continue to lead in this build-out with its heritage of delivering innovations and features at a torrid pace. We believe that ecosystems will become the main spring of innovation in the coming decade. And we feel that AWS has to embrace not only hybrid, but cross-cloud services. And it has to be careful not to push its ecosystem partners to competitors. It has to walk a fine line between competing and nurturing its ecosystem. To date, its success has been key to that balance as AWS has been able to, for the most part, call the shots. However, we shall see if competition and public policy attenuate its dominant position in this regard. What will be fascinating to watch is how AWS behaves, given its famed customer obsession and how it decodes the customer's needs. As Steve Jobs famously said, "Some people say, give the customers what they want. "That's not my approach. "Our job is to figure out "what they're going to want before they do." I think Henry Ford once asked, "If I'd ask customers what they wanted, "they would've told me a faster horse." Okay, that's it for now. It was great having you for this special report from theCUBE Insights Powered by ETR. Keep it right there for more great content on theCUBE from re:Invent 2020 virtual. (cheerful music)

>> fly from San Francisco. It's the Cube covering Google Cloud. Next nineteen, right Tio by Google Cloud and its ecosystem partners. >> Welcome back to the cues live coverage Here in San Francisco, this is day two of Google Cloud. Next twenty nineteen cubes. Exclusive coverage. We're in the middle of the show floor. All the action Aquino's are still going on a little bit over. I'm John for David Law student and kicking off, breaking down the keynote analysis. Also breaking down Post Day one. All the action in the evening, where all the parties are all the action on alway conversations. Dave's to picking off day to day one was setting the table. New CEO on stage Date date. You gets into the into the products really about data data. I machine learning's all aboutthe data cloud data, and we're seeing a machine learning data management. Smart analytics say Aye and machine learning and collaborations. The four themes of Today Google. Clearly using data has a key value proposition. Big table, Big Queary machine learning the G A support for auto ml for tables, big announcements, your thoughts >> Yes. Oh, John, I think answering some of the things that we brought up yesterday is when When Google puts out their vision of why they should be your partner of choice, like customers choose way thought that data and I and M l would be let read upfront. So they kind of buried the lead a little bit. And, you know, question we had coming this week is and they reclaim that really thought leadership that, you know, a couple years ago, You know, data. You know, they really that G technical science stuff is what Google was really good at. So I thought they laid out some really good things. I think everybody was, you know, impressed. To see there was good diversity of customers as well as all the Google me. There were a lot of the women of Google that you've written about John here showing their sewing their chops here. So a lot of pieces to go through and everything from the G sweetened the chromebooks and sick security and privacy is something I like to talk a little bit about when we get into it here. But quite quite a lot of use that day. Today I at the center of it >> and one of the power Women dipped to use the big table you see and think we're all that stuff, Dave with >> big steam Us on the Kino also was B I with a II B. I think we've covered that do space going back to our ten years of doing the tube. It's the promise of Do Remember those days. Do came from Google about Eric. The emergent Borden works and do this kind of small little sliver of the ecosystem into Google's now showing what was once the promise. Big data. They're giving demos democratizing. Bring in for the masses. Wait stories on silicon engels dot com outlining this, But the reality is there. Now remember hitting the road with promise of big data? Now, with Cloud really changed the game? Your bosses, you've been covering this from Day one? >> Well, I think that there's no question that this is a date, a game, WeII said early on John on the Cube. That big data war was going to be one in the cloud. Data was going to reside in the cloud. And having now machine intelligence applied >> to that data is what's giving companies competitive >> advantage at scale and economics I was struck by the stats that Google gave >> at the beginning of the Kino today. Google in the last three years has spent forty seven billion dollars >> capital expenditures. This year to date alone, they've spent thirteen billion dollars in Cap Xidan Data Centers. Thirteen billion. It would take IBM three and a half years to spend that much in cap back there would take Oracle six years. So from an economic standpoint, in the scale standpoint, Google, Microsoft, Amazon are gonna win that game. There's no question in my mind. So, John, you know it is a game of scale and data and I What do you think? First >> of all, Google, they got the Cuban aunties two of the white paper. They wrote that they did commercialized communities in a way that I thought was really excellent, well executed. I like a Jew where they left out on the side of the road. You got picked up by a Cloudera Michaels and memorable Jeff. I'm a Wagner. We saw what happened do communities. It is true that up. They basically put it out there in the open source system, the way they get behind Ciencia really positive there. On the data front, Google's got so much in the tool shed all across Google from day one. Their legacy is data data driven, large scale. They built software and systems to manage data at scale at a hole on president. Well, I think that they have their well ahead of the marketplace on the technology that our inside Google proper Google Cloud will be proper alphabet, whatever you wanna call it. Self driving cars question for Google is, Can they bring it to get there? They >> need to hire a team of people, just >> go out and just get it all >> together, pull the jewels together and put it into a coherent platform. That's kind of the tea leaves that I see that we're reading here. Is that Curry and pointed down the keynote. We got tons of technology. The question is, can they pull it together in a package and make a consumable addressable programmable programing, FBI's? We've seen that movie that's happening right now. The next level of innovation for Google is, can they make data programmable? This is going to be a ten year opportunity. If they get that right, they will win. Big move the ball down the field to see Amazon going big on stage maker. It's all about data data, analytics at scale, auto machine learning. These are the tell signs do data program ability. They got all the things. Can >> they bring it to bear? >> Yeah, Well, John, one of the things I saw it got a lot of people excited is if I have, You know, I'm a G sweet. Customers were geese sweet customers, and I'm using spreadsheets. Now I can use Big Query with that. So the power of analytics and big data be able to plug that right in, make it really easy. And what's interesting is trying to squint through. You know what was kind of the Google consumer side of the house that many of us know. And if used for for lots of years versus the Enterprise G sweet chromebooks and mobile? Well, you know, under Diane Green, it was Google Enterprise, and now it's all part of Google Cloud. Just when we talk about Microsoft, it's like, Well, is it azure or is it au three sixty five? Well, it was a G sweet words. Is it Google and one that I want to, you know, get get your guys comment on is they talk about privacy way. No, Google as a whole alphabet is You know what, ninety five percent plus ad revenue and they were very strong out here is that we do not own your data. We will not sell it to a third party. Privacy, privacy, privacy. And it's great to hear them say that. But way all interacted work with Google. We know all the cloud providers. The data is an important thing. When I do Aye aye and ml type activities. I need to be able to anonymous isat and leverage it train on it. So data privacy issue is still something that, you know, I heard what they said, but you know, there's got to be some concerns. >> There is another angle here that I'd like to talk about, and that's the database. Google, Amazon, Microsoft, Oracle, IBM, Mike Attention, Alibaba. All the big cloud guys. They want your data. That's why Amazon spending so much effort on the database market. That's why you don't see Oracle having such a dominant position in database. You like Google's announcement yesterday they were basically doing a backhanded slap but Amazon, saying, We're more open. They didn't deal with Mongo. There's a lot of discussion in the community of software community about how how Amazon, obviously Bogart's open source. But But if you if you look, it's something that's true if you look at Amazon, they basically taken a lot of open source products. It built their own databases. But if you look at Google, Google's got relational databases. They got non relational databases. They got operational databases. So I wonder out loud, Is this a Trojan horse strategy? Because they need to own your data that databases so important now that I think that is I talked to one noise that yesterday was a executive VP at Oracle, and he said to me that the cloud providers basically looked at the data base as another application to run on top of servers in virtual machines, >> he said, Were Oracle we integrate, you know, they do all the exit data stuff, etcetera. So my point is, database is the war to be won. That's where it starts. And if you're going to go away, I you want to have the data proximate to the application. Well, >> I mean there's two ways to look at that day. I would say that what might take on >> the database war or a position in the stack is you look out from the old way the new way the old way would be an oracle. Well, we got to preserve the database. We license that we have the license agreements. The new way is to change the game with automation. Like what? Google showing where all this stuff is gonna be done on behalf of the customer. So the business model of how database and the impact of data is being used well dictated my opinion, the monetization. And that's the question that everyone that I've talked to on the show floor offline on email, on direct messages, how we're gonna make money with containers, how we're gonna make money with Cooper Netease. How am I going to make money with data? This is the fundamental question. Now, if you look at the success pattern of the partner ecosystem, moneymaking is about new economics, new price points and new services. So if you're Deloitte or you're a censure, you're saying wow of goo could automate all the stuff that used to be really hard to do, like data migration, moving application were close around. That was once a high profit yield activity for this system integrators or selling databases like Oracle. That's the old way. The smart partners are essential, saying, OK, I'LL take the new economics where all that cost is distracted away by the automation. And I'll lower my price point but still capture the margin margin. Opportunity for cloud is significant, and this is where the smart money is going. The smart monetization schemes are around leveraging what Google and Amazon are doing at scale and shifting their business model. Take advantage of the lower cost but then lowering the price not as much, so they still capture the margin. So this's the immigration, and these are things that were like months and months project going. Data migrations to Melrose projects are like could be months. So smart money is saying Okay, how dowe I make money on this. It's not the old way. So this classic you know what side his treaty on old way or new way that's going to define who wins and who loses >> weight. By the way, I mean it. Sue Ellen >> license selling database license, for instance, is an old way. Well, essentially, it was Ramadan. Amazon does databases of service. What is the license by as you go? But you don't have, You >> know, the Oracle sells a zit buys you go to mean they play that same game. To me, it's more about when it comes to database. It's more about workloads. How much of the world needs acid property databases? Because that's oracles game versus how much of the world needs you no less database data store for for Lex structure data. And that's really I think, what Google and to a certain extent, Amazon are betting on. Although both companies, especially Amazon, is making a bet on both transactional data bases and non relationship, I >> mean in the ideal world database would be free from the margin get shifted to another spot. That's not clear yet, but still it can make money on database but lower caught in lower price. So Google makes money at scale, so with clouds scale, they can lower the price of the database like this, whether it's it's a service or some fee. But it's the people implementing, like the integrators and the people that are building applications as they build that agility. And how are they going to monetize? How does a company out in this floor make money? >> I just remember data stacks and probably like twenty twelve. I was talking to Billy Bob's worth the CEO about the merits of being in the US marketplace, and he said, You know, I'm a little nervous about that. What do you think, Dave? Do you think? Do you think they're gonna like, own me at some point in time and compete with me? So And that's what Google's announcement yesterday said is, You know, you're our friends, we're not going. They don't really come out and say, We're not going to compete with you They just basically said We are more open than aided us without mentioning a W S >> s. So it's interesting, you know, I've only had a little bit of a chance to walk around, but it's a different ecosystem, then Amazon. I remember six years ago, when we first went to Amazon. It was like game developers and all these weird start ups that I couldn't understand what they do. And now it's like, you know, like VM world, but bigger with just that. A broad ecosystem here, you know, there's a big section on collaboration. I went toe Enterprise connect a couple of weeks ago, talking about contact centers and see a lot of the same companies here heard five nines mentioned on stage zooms. Here, you know howto they plug into Google Cloud hurt sales force talking very devout Contact center. So it's a diverse ecosystem, but it's different than than Amazon, and there's not and Amazon. There's always that underlying, you know thing. Oh, is Amazon going to take over this business here? You know, I haven't heard that concern at this show. Well, >> I mean, the bottom line is that there's a shift in the economics and his model technology back in the database. Question. The fact that Mongo D. B. Was once forecast to go out of business. Oh, Amazon's going kill Mongo Devi that dynamo d B. Google's got databases. The fact the matter is, there's no one database anymore. Every application at some level has a database. So if you think about that, then you're gonna have a a new model where everything's has a database and the database is going be characterises on the workload in application. So I do agree with that point. Question is, it's not mutually exclusive one database license for all versus databases everywhere. So if databases air everywhere, then the connective tissue becomes the opportunity. That's where I think you see somebody's data playing technologies with Cloud very compelling, because I can move data very quickly around, and that's where the machine learning really shines. That's going to be a latent see question that's going to be a data integrity question. This is the new model. This is what horizontal scale ability means in the cloud, not by Oracle database. And we're good. This is It's kind of that game is that game is slowly moving into the oblivion. >> Well, I think you know, I think Amazon would say, Hey, if you're a database vendor, you gotta innovate or because we're not going to stop innovating. Whereas I think Google's message to the database vendors is somewhat different is, you know we want to partner with you, and maybe that's because they're not coming from a position of enterprise strength. But that ice I'm sensing, too, apparently different strategies. I just don't know what the end game is. And I believe the endgame is on the data. >> The tell sign on the databases of the developer, right? If I want to run a document store because that's best for my Jason or my my feeds from using Sage, eh, John? A lot of drama script. I'LL use document store. I want to use a relational database. I'll use a relational David So the ideal world does not have to develop are forced into a tooling and database decision that data >> mongo changed its licensing policy as a direct result of what Amazon was doing. So they made their community edition Ah, licence terms more restrictive if you follow that. So what? They said anybody, any cloud service provider that distributes the our community edition has to open source their entire software stack associated with distributing that, or they got to pay us. So basically saying you have to pay an open source tax or you gonna pay us we'LL be looking very interesting change in their database. One of >> the one the announcements here on the day two was the data fusion thing, which essentially means tell sign as well that fusion data moving data integrating Data's a critical thing. Pray ay, ay, ay and machine machine learning in a eyes only as good as the data that it's working with. So the data is, if his missing data saying a retail transaction, you potentially missing out on an opportunity to better user experience. So address ability of data. Having that accessible is a critical feature for machine learning, an a I and again, it's garbage in garbage out relatives of the data equation. High quality data gets high quality machine learning. High quality machine learning is high quality. I. So let's do that's that's kind of cloud offers with large compute large horizontal scale ability. >> Well, I said yes, and I said yesterday was kind of disappointed. It wasn't of talk about a I will. Google certainly made up for that today, didn't they? Still, >> Yeah, sorry was their questions >> were what was your favorite keynote moment today? >> Look, it was it was good when they actually let a couple of customers go up there and talk was that was a little bit disappointed that, you know, some of the sessions field a little bit too scripted for my take, but they laid out a lot of pieces there It takes a little wild, uh, you know, squint through all of the adjustment, you know, and all the changes that they have their I'm still digging through, like on the Antos. We talked about it quite a bit yesterday, but, you know, had some good conversations afterwards. They've got the cloud run announcement that's coming out this afternoon. But But, you know, digging into that open source discussion that you were just talking about from the database is something that I have a lot of interested. I'm glad we're actually right had on today will get their opinion as to, you know, they know a thing or two about open source and communities. And how does something like open shift fit with aunt those? They can work together, but it's not a owe it. Everything works back and forth If I'm p k s if I'm open shift or from you know, the geek based Antos, it's not seamless, and it sure ain't free you >> for not customers so weird from UPS. Scotiabank Baker Hughes McCasland heard from Cole's yesterday. So it's pretty high level senior people from the customer side speaking on stage, which is progress in the C e >> o of ups. I thought was great. He really laid out, You know, the scale of their business and how they grow. >> All right, guys, we got dates. You were kicking off here on the show floor here in San Francisco for Google Cloud next twenty nineteen. They never got it all day. And every day, two of three days, a live coverage. Stay with us as we kick off a full day of great interviews. Executives, entrepreneurs and ecosystem parties here at Google next stay with us for more after this short break.

>> fly from San Francisco. It's the Cube covering Google Cloud next nineteen Tio by Google Cloud and its ecosystem partners. >> Okay, welcome back, everyone here. Live Cube coverage in San Francisco for Google Clouds Conference call Google Next twenty nineteen. Hashtag Google next nineteen. I'm John for us to meet him in and Dave along with a special Cuban sites. Guess Cory Quinn, Cloud a calm said Duck Bill Group will also be filling in as a host on the Cube at a variety of Cloud native shows. Corey, welcome back to the Cube. Good to see you again. Thanks for coming >> on. Great to see me again. Thank you for having me >> and still you looking beautiful. Brilliant is always Dave. You're handsome. Okay, we're here in the Cube, breaking it down our guys. Seriously, let's let's let's wrap this up real quick. And then we'LL get into some of the fun conversations around some of the observations. But Day one's over. Clearly, Anthos is not just the rebrand. Although the CMO clearly talked about how wow has done that, they want to add more stuff into it. So that's the big topic here. We saw the migration tool and those migrate and then a lot of sun apogee here. AP eyes thoughts on Day one. >> Yes, eso John Anthos. I'm still trying to squint through it a little bit, and it's it's more than just Cooper Netease. We know that Google has a strong position, and being the open cloud is they've been saying for a couple of years. But you know what? Air these services who? The partners, How is this different from the, You know, dozens of Cooper, Nettie says. Solutions that are out there. So there's great buzz here at the show, Really good attendance here. A lot of really smart people. So we expect that coming off Google show So good start Day one. It was really excited to dig with you on some of the answers stuff as well as some of the surveillance pieces, which I've got some commentary on >> our partner and Chan sent a lot of time on the state. Duggan Cory, I know you've been putting in your ear the ground. What's happening? What do you see what he reporting? What have you collected? The >> I think one of the biggest things that I'm seeing in this entire conference to date has been almost a mind shift change. I mean, this is conferences called Google Next, and for a long time that's been one of the biggest problems. They're focusing on what's next rather than what is today, and they're inventing the future to almost at the expense of the present. I think the big messaging today was both about reassuring enterprises that yes, they're serious about this and also building a narrative where there now talking about coming at this from a position of being able to embrace customers where they are and speak their language? I think that that's transformative for Google. And it's something I don't think that we've seen them do seriously, at least not for very long. >> Dave. We've been talking about this all the time. Do they have the enterprise? Charles. We've been following the new team. When Diane Greene came in here to put the pieces together, it was a tough job. She had. They put the pieces together. But as Cory's pointing out, some one's like they're growing up now, saying Okay, we gotta realize that customers matter, not just addict attack or the future. This has been an Amazon playbook, customer, customer, customer and build a product. Customers. It seems to be your thoughts on this. >> Well, so I think Corey made a good point is they're always looking at the future. And if you want to get beyond search male and maps, I got to solve a problem today. And I'm not sure exactly like you said Stew. What problem Anthos is solving. I think it may still be a little early for this multi cloud management, but I think it is coming, you know, look, to think about how Amazon talks. Well, we're gonna eliminate heavy lifting. Microsoft clearly is got a software, a state that they could help you connect, you know, Oracle. Same. Same who? Google. It's always been about the tech and the future, and they're starting to get there, but still about to me, the tech and the future. >> It's a tragic Corey. I remember. I believe you were quoted in ah. News article recently is that Amazon listens to customers and Google historically talks to customers and tells them this is the way you should be doing it with a new Google. Now, >> I don't know. I don't think you change anything. Is biggest Google overnight. I think that there's a long story tradition of the Google engineer being the smartest person in the room. Just ask them. I'm kidding. You won't have to ask them. They're going to tell you on prompted. And I think that has to change because fundamentally addressing developers is a great way of building traction. It's a great way of getting to where they tend to be. But developers generally do not sign fifty million dollar deals. Well, more than once anyway. >> Well, this is a good point. This pretty customer attraction, which I think they've shown chops for the work they're doing that cnc f with continued open source. Great. But then when you got to go support the open source when you got to start putting lays together, this is where you start to get into procurement. Some requirements operations, security, a whole new level of grinding it out. I mean, the enterprise is a grind it out game. Google now has to go down that road stew. Dave, Corey, do you think they're ready? You think they're ready to grind it out? >> Way talked about in our kickoff this morning. Partnerships are critical and they had a bunch of really good ones up on stage this morning. You know, Cisco, VM wear some good ones to hang your hat on. You know, I would like to see more from an application standpoint as to where they sent him then they But you >> know, there's no question. I mean, I think there's an emphatic yes. Why? Because they got the global scale. They got the world's biggest cloud. They get a ton of dough. You know, we always say, though the best tech doesn't always win, and that's true. But usually the best tech runs out of money or they give up. You know, I don't see that happening in, >> Well, it's in the >> midterm or even semi long term for Google. So So I do think they have the chops to grind it out. >> I mean, I think they have attack. I've always said that love some of their tech, but they try to force Google Tech down the enterprise throats over the years. And I think Diane Green realized that that was the start of seeing real product management shop start to come in some of the work that they know they gotta get down and dirty on But to me it's a story that matters. The story has to be there. I think we're starting to see here, at least from my observation story of customers. So get in salt, create value, think this whole positioning of we want to be the open cloud where they say, Oh, you want to negotiate your contracts Don't want lock in You want developer productivity and you want operations I think it's a smart play by Google Stew. I think that's a good move. And again there, the dark horse in this. They don't have a lot to lose by going changing the game, changing the rules. Amazon, certainly in the lead, has a lot to lose, but they're so far ahead. Google just kind of catch up pretty quickly if they make the right moves. >> T K is making a lot of the right moves, but there's only so much it can be done so quickly. When you wind up in a story like we're seeing right now with customers who are taking workloads and haven't really been touched in there on from environments since nineteen ninety eight and they're migrating them into a GP environment and GPS formal deprecation Policy says We'LL give you one year's notice before turning anything off once it goes, g et. That's no time at all For an enterprise. Wait, we might have to move again. Absolutely not. It's still a language >> A C enterprise's years just to figure out Should we move? And where do we dio >> exactly their enterprise to go out of business and some of their divisions wouldn't know for five >> years. So is Google. What's what's the reaction when you press them on this, >> uh, usually starts with well, actually, And then they breathe and they reach for a whiteboard to show me exactly why I'm wrong. And then I lose interest and wander off, at which point they realized, Wow, you have no attention span for anything. Would you like to work here? And so far no dice, but we'LL see. >> So that's it. Well, that's a good business model, right? I think. Still your reaction to that? I mean, yeah, I read that they support rail For what? A deck like zillions of years. Right. This is what an example of how an enterprise needs to behave. >> Well, right, John Thie question we've had for a number of years is, you know, can cos b'more googly on DH. You know, the message here seems to be more. We're going to meet you where we are. We're going to be able to work with you on that. But there's some of those underlying things that Cory brings out that that need to change here. So that's a big change for Google. >> So what is the story that we heard from from Thomas carrying today? He said, Hybrid cloud Mina multi cloud, consistent framework with standard infrastructure in a platform to secure and manage data across the enterprise. Okay, sounds good. A lot of work to be done there. If you think about I mean, look at Amazon hybrid guard. If you announce outposts doesn't shift till later this year, it's a one small slice. There's got to be partnerships. There's gotta be an ecosystem to deliver on those three components of the vision on the story, and I say there's a lot of work to be done there now. What I do like about it is I do think that that multi cloud is a problem. I don't think thus far from most enterprises, it's a strategy I think it's if in multi vendor and so it will become a problem. The question I have is who's going to be in the best position to solve that problem? And you pointed out today still, well, Google has got VM wears a partner. Sisko is a partner. Red Hat as a partner. You know, IBM and Red Hat sort of lining up on that. Maybe service now tries to get into that game, but it's a wide open space. It's jump ball. >> Yeah, it's interesting. One of the things that I worry a little about and, you know, love. Corey's opinion on this is, you know, Google. Absolutely. If you talk about the container space, clear leadership, you know, first time I heard about containers, Google was front and center. They're leading this Cooper Netease march, but communities isn't magic, and even their server lis move movement. John and I interviewed Polly today, and it's very much, you know, Kay Native, we're going to take your containers and Goober Netease and extended service. That's not what I hear from you know, customers that I talked to today that are doing survivalists according what? What? What? What's your take there. >> I think that you sort of see almost the same problem emerging both with that narrative and the current multi cloud approach. It's It's not the fact that I can take this arbitrary code and Ronit anywhere that makes something server. Lis. We have a restaurant to run code or a raspberry pie or a burning dumpster with enterprise logo on the side of it that does. That isn't what's interesting. That isn't what delivers value to customers. It's the event model for starters, and I think right now that's not quite there. A lot of stuff. It's been announced and is coming out as we speak. And various block Post is still http endpoint activated, which means that you're not quite to an event model separately. What we're seeing with Anthos and the current approach to multicloud is you can deploy this to any cloud provider you'd like. Well, yes, in so far is a cloud provider to you is a bunch of disc, a pile of VMs and a network, and that's about it. That's not a cloud in the modern sense that is effectively outsourcing your data center and you'll find it runs on money pretty quickly. Once you start down that path, it's the higher level services, these renovations. >> This brings up a good point and that I think what I'm seeing and this is what I think, A lot of people, it's very aspirational. Views on Google People love Google. They love. They know about Google and they hope that they're as good as Amazon tomorrow. And let's just face it, Amazon is way out front. So I think this expectations for Google that are a little bit to hide. I think what I'm hearing the executives, at least the positive side would be. They understand where they are. I mean, the fact that we're not home on edge and I ot and all these other things, it means that they're still in foundational mode, in my opinion. So I mean, think about it. They're just getting their act together, building that foundational things. So I think they're cautious because we're not hearing about the eye ot. We're not hearing about some of the more advanced challenges that the enterprise is air. Having heard a little bit about from the sigh from a group that came on about data migration, Sata, Gata so OK, they got database at the Big Cloud. Big table, Big queer. OK, great stuff. Ml So data, certainly in their wheelhouse. But outside of that, I mean they're still foundational. So >> tomorrow's product day, though. So you know he may be here more there. I'm surprised they didn't hear more about machine intelligence. Give it. No, they talked about a little bit. But this company is the leader in a >> way. Maybe that's part of the issue. And I think that there is no question that when you want something far future that looks like robots from space Bill, you go to Google. You know that. I think there's a lot less of an awareness that Okay, I just need a bunch of the EMS to run somewhere, and I feel like that is more or less. It's a story of today, >> and you know Google. I mean, like their story. You know, I love the code cloud code, cloud run, cloud building. They have all the right. Like Jeff Bob's like linguistic that gets my attention. You get is kind of like it feels like it feels like they're really close. It's getting so >> far away. Cultures also extremely hard. You have a bunch of execs that have just shown up from Oracle seemingly yesterday in these terms, and there's a lot of knee jerk reactions of, Oh, Google is now taking on a bunch of Oracle approaches, like hiring sales people and talking to customers. That's not a bad thing. Meanwhile, the executives who come Teo out of Oracle after decades there and are now working at Google. We're having to adjust to a more rapid pace of innovation to this new world in which they have customers that don't actively hate. Um, and it's turning into a very different story for everyone involved. I'm curious to see what comes out of it, but it's still very much earlier, >> and I think they could build fast. Like you said, they like Google's. The parties like him. What they don't like about Google is responsiveness and being, you know, the white gloves they need. They need to have that kind of service ability. >> And Google also, by having a single overarching brand in the term of the word Google is their consumer efforts do wind up playing into people's perception of through the clouds like yes, we want Google to listen to us? No, not through our thermostats. >> Well, they got a lot of Regis developing. They got the footprint. Guys, great job student. Final comments. >> I mean, just you talk about the customer you've heard there was. You know, my comment. My comment on Twitter this morning that got the most reaction is you no question to retail or why are you choosing Google Cloud? Answer is, you're not Amazon, and you know, the long and short being the alternative to a leader in the market today. Not a bad thing. So Google has, you know, a good position at the market. They we always knew that they had great tak es o >> Also thing on that comments do is that I think in watching Google, I think I personally in critical of what they need to do more obviously. But they know their people are doing the work. I mean, you've got to grind it out to me. This is a grind it out game. It's on ly early. You gotta get the discipline up there. They got the right product management type chops and there Can they get those things done that Thomas Curry and, um, it's Avery can bring to the table and kind of shed the Oracle and put the New Jersey on and fight the battle with the new Google Way. That's going to be the tell Signe. >> Well, the hard part for me is it. So it's hard to measure. You see some logo's. You don't know what they're really buy. I mean, with them is on, you know, it's it's infrastructures of service. Microsoft. Okay, I'm not sure. How much is there Oracle? Clearly not sure, you know, etcetera. But so lookit Proof was talking to customers, right? Huh? How much they're actually adopting this stuff for riel Business problems. >> Yeah, not multi cloud if your infrastructure runs on a different cloud provider. But you're using g sweet. I mean that that's not really what people think of when they say multi cloud. But that is what analysts chalk it up as something >> it's a battle at least accomplishes lining up. You got Amazon, Microsoft, Google lying it up. It's the cube coverage wrapping it up with the team here day one of three days of wall to wall coverage. Stay with us. Go to the cube dot net the check out all the video silken angle dot com. We have a special report and a lot of constant flowing there, and we're back with more coverage tomorrow day, too. Thanks for watching.

>> fly from San Francisco. It's the Cube covering Google Club next nineteen, right Tio by Google Cloud and its ecosystem partners. >> Okay, welcome back, everyone. We are here live in San Francisco for cubes. Coverage of Google next twenty nineteen. Hashtag Google. Next nineteen, Google's Cloud Conference, where their customers, developers all come together Cubes. Three days of coverage. Day one. I'm John forward, my Coast, Dave Aloft as well. Astute many men Who's out there doing some reporter? Next guess Allison. Wagon filled is the CMO of Google Cloud. Great to see you. Thanks for joining us. >> Thanks for having me. I'm glad to be here, >> so I got to say, looking out on the floor here, we're in the middle of the floor. Great demographics. A lot of developers, lot of enterprise customers. A lot of you know, sea levels will also enterprise architects and cloud architects. So this is not just a developer fest. This is a business developer conference. >> Yes. So that's been a real change this year. Not only have we increase the numbers I think I mentioned earlier that we have thirty thousand people are actually able even more than that. We had a cap registration we sold out last week. But the composition is different this year because this year we have over seventy percent from enterprise companies and then within enterprise Cos it's Dev's decision makers, business leaders. And then we have a whole executive track of leader Circle program as well. So it's been a really great mix of different energy, different questions in different sessions. >> You guys do a great job in event kudos to the team original Google Io was a great event that continues to be the consumer side on Google. You guys have that same kind of grew swing going on a lot of sessions. Take him in to explain the theme of the show. What's going on around the events? Breakouts? What's the focus? >> Yes, so the focus? Well, there's a theme and a couple different levels. The broad theme is a cloud like no other, because we've introduced a lot of new, different features and products and programs. We introduced Antos this morning, which was really revolutionary way of using containers broadly multi cloud, high but cloud. So it's from a product standpoint, but it's also a cloud like no other, because it's about the community that's here, and it's truly a partnership with our customers and our partners about building this cloud together, and we see the community as a really key part of that. It's really corta Google's values around openness, open source technology and really embracing the broader community to build the cloud together. >> And I thought was interesting. The Kino was phenomenal. You had the CEO of Google come out Sundar Pichai and the new CEO on the job for ten weeks. T K >> Sommers. Korean. Yes. Lot of action >> going on a Google right now. >> Yeah, it's been great to have Thomas. Diane was phenomenal and building the business. It's wonderful. Have Sundar here. He's got a lot of commitment, really engaged with our customers. And so it's a lot of energy and a lot of excitement. A Google. >> I thought the vory class act of Thomas Curry and his first words on stage at the CEO was to give props. The Diane Green very, very respected, that was >> great, was very gracious of, Thomas >> said. Sorry, he said. The press, sir, that one of things I really like about Google is not afraid of hard problems, So I wanted to ask you a CMO I always asked the most about brand promise. What's the brand promise? That you want customers and the community to take away from an event like this? >> So the brand promise has a couple different areas. First and foremost, we want our customers to be successful with their customers. And so we think, really holistically about lessons. Make sure that we're delivering the cloud technologies so that customers can really serve everyone that they want to serve, whether it be a retailer that wants to create a wonderful, offline and online experience, whether it's a health care provider that wants to ensure that every doctor, it knows all of the right data about all the patients or within a hospital. And so that's the way we're always thinking is how do we ensure that we help our customers set up to be successful? >> So one of the big teams we heard this morning was the industry focus, and you just referenced that again. It seems to be an increasingly important part of the messaging and the technologies that you're creating, and it ties into digital transformation. You seeing every industry transform data is at the heart of that transformation. You're seeing big companies traverse different industries. So what if you could talk about the industry focus? Uh, where'd that come from? Where do you see it going? >> Yes, So there's really three core parts of what we've been talking about today. First and foremost is the infrastructure and ensuring that we have the world's best infrastructure. Then, on top of that, it's ensuring that we have all the right applications to help with digital transformation. And then, as part of that further, is the industry solutions. Because in our six focus industries, we want to make sure that we're really developing the right applications with the right solutions and half a deep expertise that companies are looking for so that we can really part with partner with them and really, truly be innovative. And we could feel much more comfortable being innovative. But we really understand our customer problems >> keep Part of that is the global s eyes. You look out here, you see all the big names I won't name because I'll forget one. But there's two obvious ones right there because once you start to see those guys come into the ecosystem, that's when you can partner and get really deep industry expertise globally, >> I agree. And so we do have a great partnerships that said here with Accenture in tow, Lloyd and Antos or three of them, many more that we were working really closely with. And there really are an extension of what we want to build because we know that we will not be able Teo create every single last mile industry solution and every single industry, and working with those companies really helps us. >> I was on the plane last night watching the game. Of course, I love you guys got to see it. You're probably appear busy, but I focused. Google was all over the this year, >> so this is our second year of our partnership with the law, and it's been great. There's a couple dimensions to that partnership. First and foremost, we help them analyze eighty years worth of data. And through all of that analysis, we've been working with him about making predictions about games in helping them understand players and coaches and teams better. Everything from creating brackets. Teo, how do you fan experience? And then as part of that, we also had opportunity to do some advertising within their games. So you may have seen some of the TV spots that we did, which was about analyzing that data. We put ourselves on the line by making predictions during the game about what we thought would happen based on all of our analysis. And then the Big Chef this year was we included students, so it was really studies. Last year we created all these models, but we did it within Google. We had Google, Debs and Google engineers creating prediction models. We said, like, What if we brought students in tow? Help us? So we recruited thirty or so all star students around the country from their schools, brought them together. They learned DCP like that. It was awesome. And then they started working together doing predictions. And so a lot of what you saw in the Games and on our hub was actually students using Google Claude platform to make predictions about the games. >> So just get this right. The reference on stage by T K students. So you had data from the that was exposed to the students. They had a hackathon. How much lead time that they have? What was that >> did everything with thirty days. So they hack it on was about two months ago or so. But within the last thirty days, they did all of these different projects and they were actually doing really creative things about trying to come up with new types of stats like explosiveness. What does that mean? Does that mean that you move in closer to the basket or does it mean that here they're coming up, the stats around pace of game and different elements of the place? It was really fun. >> How many slam dunk this, Miss Fowles? So >> question, Who do you who you're rooting for? I was >> writing from Virginia. You know, Let's say I >> was right for >> Virginia after my bracket got busted, so I was allowed to kind of change a little bit. And they're Michigan. Once they were gone, I was like, >> So I use no way. I but I hit ninety ninth percentile. So you go. I had Michigan in Michigan State rather in Virginia in my Final Four for Michigan State. Lost, but still, I would have been >> That's pretty good >> night, point nine. So what is with what kind of predictions were the students doing well, >> predictions about everything from, well, last night we had some predictions about the number two point last. We had about how many different times we're going to exchange like the ball will go back and forth between teams. We had predictions about three pointers and one game everything. So it's been really fun. Teo work with >> that kind of in game predictions. To see that a lot. >> You probably saw some stats real >> probability of, ah, victory, which of course, last night. Forget it. I mean, it's changed so quickly. >> Great program. One of those I want to ask you change gears is you have a book in the press room called customer Voices. So this has been a focus, and I think a lot of people have been Lego Google's great tact, but not a lot of customers, which you guys air debunking with. Not only this, but here to show shown the logo slide really kind of showing the traction from a customer's standpoint. >> Yes, about >> the focus on the customer. How does that change? How you doing your job? How is the tech rolling out? Can you share some insight into customer focused. >> Yeah, this has been a really big step change this year. We have over four hundred customers speaking throughout this event, and then we have a number of them that are on stage in the keynotes telling real stories. Two years ago, we had some customers speaking and they would say, I'm looking. I'm dabbling and this But now they're making rial kind of bet The company decisions using our technology. And so this customer voices is looking at those companies. We have something called the customer innovation serious this afternoon, where the CIA of HSBC will be talking about their evolution and Gogo Cloud. Two years ago, Darrell West was on stage talking about just kind of what they will be getting. Two Dio with Google Cloud Platform And now here we are two years later, when they've made a lot of progress and we'LL be sharing their stories that the custom innovation Siri's is one of my favorite parts. It next, >> you know, we cover a lot of events. David eyes were like two ESPN of tech or game day. We've gotten the shows, we see a lot of events and you kind of hear the key words over and over again. Soon these events here we're hearing scale, which we've heard all the time. Google scales, scales, scales solve all our problems. But we're hearing more about customers. OK, this has been a big focus. How have you guys shifted internally? Because this seems to been around for a while. Like you said, I think it's a step function from what we're seeing as well. What's going on internally. How you guys mobilizing, How you guys taking this to the mark? Because you've got great partition. So Cisco onstage VM wears even up there. You got an ecosystem developing a lot of momentum. >> So we're truly this year Enterprise ready to use a buzz word that comes up. So two years ago, we still had some holes in some of our technology stack, and we're still really building to go to market teams. We still vastly scaling that so absolutely growing there. But we're in a whole different place as a business where we are able to serve really large enterprises at scale. McKesson just announced sixth largest company that they are moving and working with us a Google cloud. I mean, so these air major companies that are making big decisions to work with us. And so it's at a whole different level this year, and we're really proud that the customers have chosen to work with us, and we're building the organization to ensure that their successful. So that's our customer success program. That's ensuring we have the right kind of customer engineers working hand in hand with our customers. So it's a big focus ever. Whole group. It's a focus where Thomas Kurian has a lot of background serving enterprise customers at Oracle for twenty years, bringing that expertise. So you'LL see that everywhere. So I'm glad you picked up on that and feel it because it's really permeates everything we're doing at Google clouds, >> and it's been a good, positive change. The results of their What's the focus for you As you look forward, It's a lot to do. You guys are a great opportunity. I always say Google's dark horse now Samson's got a good lead out there being first in, but you guys have a lot of tech. You got the customer focus. You got a lot of momentum on the tech side. Cloud native Open source. Partner ecosystem Developing customer ecosystem. So kind of ball's in your court, so to speak. >> You feel really well, position we It's early. So in the whole market, people seem to think that I like all these decisions, but it's really still eighty percent of workload Zoran data centers of these big enterprises, everybody who's here with us right now. And most companies were choosing a multi club strategy this morning. We announced a major product and those that really enables the multi cloud strategy so enables Google to really be at the center of that multi cloud and provide the services using containers and a lot of the biggest best advances right now. And so as we scale our go to market, we can really bring this technology that way here, over and over again, is the best technology in the business. Yeah, we had it really had to go to market in place to bring it to customers. And this is really where we're taking it so we can help get this awesome technology. It's so fun is a marketer to them, bring it to everybody. >> I always say it so early. The wave is just getting started more ways behind it. I'm very impressed. That intrigue also by the rebranding of the Google Cloud platform what you guys announced last kind of hybrid and those is interesting because it's a rebrand slash new set of integration points Sisco again on stage kind of integrating with your container platform is a key key story that I think is nuanced but kind of points to a whole new Google. What was behind the rebranding? Can you just share some insight that what the commerce she's like Google Cloud Platforms is descriptive. But I mean, >> sister, thanks >> Cloud Services platform when we chose that name last year is when we wanted to Alfa with a product and frankly, within the marketing team, he kind of knew was always a placeholder name. And then the debate was, What do we change the name when you go to Beta, which we did a couple months ago? Or when we go to went to Gaea and we decided this would be a great opportunity to change the name, so we always knew it was going to change the name. Picking a name is always complicated, and so we spent a lot of time thinking about what way wanted that name too mean and what we wanted to stand for. And we really liked Anthros. It's a Greek word. It is a nod to the Greek aspects of the history of the product. With Cooper, Netease, Andhis, Teo and other areas. It means the blossom it means to grow. It means all. And so you many words like Anthology and things like that. So we'd liked both what it meant, And we also liked that with all Namie decisions, it's easy to spell. It's easy to find. It's all great, >> and it's super >> booming in California. Here as we speak. Well, ironic. >> It has an international flavor to it. But you guys, you guys are taking this show overseas, right? They've got a big show in London in November, I know and yes, >> be in Tokyo in July at next and then London in November. And then we do it between all of these. What we call Clouds Summit Siri's, which are in country slightly smaller. But we bring a lot of the same technology, and speakers and sessions just have a slightly scaled down version. >> Intimate. We really appreciate your support. We love doing the Cube hearing a lot of Czech athletes, as we say here on the show floor. Lot of knowledge, good customer converses. Alison's Thanks for sharing the inside congratulates on the great >> show, so I left be here. Thanks >> for rebranding as the market shifts. Great time to have a rebrand, certainly when it means something more. Multi cloud hybrid cloud Google Cloud Platform now and those that cube bring you live coverage here from the floor at Google next twenty nineteen. Stay with us for more after this short break.

>> 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.

(upbeat jazz music) >> Woman: From our studio's, in the heart of Silicon Valley Palo Alto California this is a CUBE conversation. >> John: Hello and welcome to this CUBE conversation here, exclusive coverage of Google Next 2019. I'm John Furrier, host of theCUBE. Big Google Cisco news, we're here with KD who's the vice president of the data center for compute for Cisco and Kip Compton, senior vice president of Cloud Platform and Solutions Group. Guys, welcome to this exclusive CUBE conversation. Thanks for spending the time. >> KD: Great to be here. >> So Google Next, obviously, showing the way that enterprises are now quickly moving to the cloud. Not just moving to the cloud, the cloud is part of the plan for the enterprise. Google Cloud clearly coming out with a whole new set of systems, set of software, set of relationships. Google Anthos is the big story, the platform. You guys have had a relationship previously announced with Google, your role in joint an engineering integrations. Talk about the relationship with Cisco and Google. What's the news? What's the big deal here? >> Kip: Yeah, no we're really excited. I mean as you mentioned, we've been working with Google Cloud since 2017 on hybrid and Multicloud Kubernetes technologies. We're really excited about what we're able to announce today, with Google Cloud, around Google Cloud's new Anthos system. And we're gonna be doing a lot of different integrations that really bring a lot of what we've learned through our joint work with them over the last few years, and we think that the degree of integration across our Data Center Portfolio and also our Networking and Security Portfolios, ultimately give customers one of the most secure and flexible Multicloud and hybrid architectures. >> One of the things we're seeing in the market place, I want to get your reactions to this Kip because I think this speaks to what's going on here at Google Next and the industry, is that the company's that actually get on the Cloud wave truly, not just say they're doing Cloud, but ride the wave of the enterprise Cloud, which is here. Multicloud is big conversation. Hybrids and implementation of that. Cloud is big part of it, the data center certainly isn't going away. Seeing a whole new huge wave. You guys have been big behind this at Cisco. You saw what the results are with Microsoft. Their stock has gone from where it was really low to really high because they were committed to the Cloud. How committed is Cisco to this Cloud Wave, what specifically are you guys bringing to the table for Enterprises? >> Oh we're very committed. We see it as the seminal IT transformation of our time, and clearly on of the most important topics in our discussions with CIO's across our customer base. And what we're seeing is, really not as much enterprises moving to the Cloud as much as enterprises extending or expanding into the Cloud. And their on-prem infrastructures, including our data centers as you mentioned, certainly aren't going away, and their really looking to incorporate Cloud into a complete system that enables them to run their business and their looking for agility and speed to deliver new experiences to their employees and to their customers. So we're really excited about that and we think sorta this Multicloud approaches is absolutely critical and its one of the things that Google Cloud and Cisco are aligned on. >> I'd like to get this couple talk tracks. One is the application area of Multicloud and Hybrid but first lets unpack the news of what's going on with Cisco and Google. Obviously Anthos is the new system, essentially its just the Cloud platform but that's what they're calling it, Googles anthem. How is Cisco integrating into this? Cause you guys had great integration points before Containers was a big bet that you guys had made. >> Kip: That's right. >> You certainly have, under the covers we learned at Cisco Live in Barcelona around what's going on with HyperFlex and ACI program ability, DevNet developer program going on. So good stuff going on at Cisco. What does this connect in with Google because ya got containers, you guys have been very full throttle on Kubernetes. Containers, Kubernetes, where does this all fit? How should your customers understand the relationship of how Cisco fits with Google Cloud? What's the integration? >> So let me start with, and backing it with the higher level, right? Philosophically we've been talking about Multicloud for a long time. And Google has a very different and unique view of how Cloud should be architected. They've gone 'round the open source Kubernetes Path. They've embraced Multicloud much more so then we would've expected. That's the underpinning of the relationship. Now you bring to that our deep expertise with serving Enterprise IT and our knowledge of what Enterprise IT really needs to productize some of these innovations that are born elsewhere. You get those two ingredients together and you have a powerful solution that democratizes some of the innovations that's born in the Cloud or born elsewhere. So what we've done here with Anthos, with Google HyperFlex, oh with Cisco's HyperFlex, with our Security Portfolio, our Networking Portfolio is created a mechanism for Enterprise ID to serve their constituent developers who are wanting to embrace Containers, readily packaged and easily consumable solution that they can deploy really easily. >> One of the things we're hearing is that this, the difference between moving to the Cloud versus expanding to and with the Cloud, and two kind of areas pop up. Operational's, operations, and developers. >> Kip: Yep. >> People that operate IT mention IT Democratizing IT, certainly with automation scale Cloud's a great win there. But you gotta operate it at that level at the same time serve developers, so it seems that we're hearing from customers its complicated, you got open source, you got developers who are pushing code everyday, and then you gotta run it over and over networks which have security challenges that you need to be managing everyday. Its a hardcore op's problem meets frictionalist development. >> Yeah so lets talk about both of these pieces. What do developers want? They want the latest framework. They want to embrace some of the new, the latest and greatest libraries out there. They want to get on the cutting edge of the stuff. Its great to experiment with open source, its really really hard to productize it. That's what we're bringing to the table here. With Anthos delivering a manage service with Cisco's deep expertise and taking complex technologies, packaging it, creating validated architectures that can work in an enterprise, it takes that complexity out of it. Secondly when you have a enterprise ID operator, lets talk about the complexities there, right? You've gotta tame this wild wild west of open source. You can't have drops every day. You can't have things changing every, you need a certain level of predictability. You need the infrastructure to slot in to a management framework that exists in the dollar center. It needs to slot into a sparing mechanism, to a workflow that exists. On top of that, you've got security and networking on multiple levels right? You've got physical networking, you've got container networking, you've got software define networking, you've got application level networking. Each layer has complexity around policy and intent that needs to marry across those layers. Well, you could try to stitch it together with products from different vendors but its gonna be a hot stinking mess pretty soon. Driving consistency dry across those layers from a vendor who can work in the data center, who can work across the layers of networking, who can work with security, we've got that product set. Between ACI Stealthwatch Cloud providing the security and networking pieces, our container networking expertise, HyperFlex as a hyper converge infrastructure appliance that can be delivered to IT, stood up, its scale out, its easy to deploy. Provides the underpinning for running Anthos and then, now you've got a smooth simple solution that IT can take to its developer and say Hey you know what? You wanna do containers? I've got a solution for you. >> And I think one of the things that's great about that is, you know just as enterprise's are extending into the Cloud so is Cisco. So a lot of the capabilities that KD was just talking about are things that we can deliver for our customers in our data centers but then also in the Cloud. With things like ACI Anywhere. Bringing that ACI Policy framework that they have on-prem into the Cloud, and across multiple Clouds that they get that consistency. The same with Stealthwatch Cloud. We can give them a common security model across their on-prem workloads and multiple public Cloud workload areas. So, we think its a great compliment to what Google's doing with Anthos and that's one of the reasons that we're partners. >> Kip I want to get your thoughts on this, because one of the things we've seen over the past years is that Public Cloud was a great green field, people, you know born in the Cloud no problem. (Kip laughs) And Enterprise would want to put workloads in the Cloud and kind of eliminate some of the compute pieces and some benefits that they could put in the cloud have been great. But the data center never went away, and they're a large enterprise. It's never going away. >> Kip: Yep. >> As we're seeing. But its changing. How should your customers be thinking about the evolution of the data center? Because certainly computes become commodity, okay need some Cloud from compute. Google's got some stuff there, but the network still needs to move packets around. You still got to store stuff, you still need security. They may not be a perimeter, but you still have the nuts and bolts of networking, software, these roles need to be taking place, how should these customers be thinking about Cloud, compute, integration on data primus? >> That is a great point and what we've seen is actually Cloud makes the network even more important, right? So when you have workloads and staff services in the Cloud that you rely on for your business suddenly the reliability and the performance and latency of your networks more important in many ways than it was before, and so that's something any of our customers have seen, its driving a lot of interest and offerings like SD-WAN from Cisco. But to your point on the data center side, we're seeing people modernize their data centers, and their looking to take a lot of the simplicity and agility that they see in a Public Cloud and bring it home, if you will, into the data center. Cause there are lots of reasons why data centers aren't going away. And I think that's one of the reasons we're seeing HyperFlex take off so much is it really simplifies multiple different layers and actually multiple different types of technology, storage, compute, and networking together into a sort of a very simple solution that gives them that agility, and that's why its the center piece of many of our partnerships with the Public Cloud players including Anthos. Because it really provides a Cloud like workload hosting capability on-prem. >> So the news here is that you guys are expanding your relationship with Google. What does it mean? Can you guys summarize the impact to your customers and the industry? >> Well I think that, I mean the impact for our customers is that you've two leaders working together, and in fact they're two leaders who believe in open technology and in a Multicloud approach. And we believe that both of those are fundamentally more aligned with our customers and the market than other approaches and so we're really excited about that and what it means for our customers in the future. You know and we are expanding the relationship, I mean there's not only what we're doing with Google Cloud's Anthos but also associated advances we've made about expanding our collaboration actually in the collaboration area with our Webex capabilities as well as Google Swed. So we're really excited about all of this and what we can enable together for our customers. >> You guys have a great opportunity, I always say latency is important and with low latency, moving stuff around and that's your wheelhouse. KD, talk about the relationship expanding with Google, what specifically is going on? Lets get down and dirty, is it tighter integration? Is it policy? Is it extending HyperFlex into Google? Google coming in? What's actually happening in the relationship that's expanding? >> So let me describe it in three ways. And we've talked a little bit about this already. The first is, how do we drive Cloud like simplicity on-prem? So what we've taken is HyperFlex, which is a scale out appliance, dead simple, easy to manage. We've integrated that with Anthos. Which means that now you've got not only a hyper conversion appliance that you can run workloads on, you can deliver to your developers Kubernetes eco system and tool set that is best in class, comes from Google, its managed from the Cloud and its not only the Kubernetes piece of it you can deliver the silver smash pieces of it, lot of the other pieces that come as part of that Anthos relationship. Then we've taken that and said well to be Enterprise grade, you've gotta makes sure the networking is Enterprise grade at every single layer, whether that is at the physical layer, container layers, fortune machine layer, at the software define networking layer, or in the service layer. We've been working with the teams on both sides, we've been working together to develop that solution and bring back the market for our customers. The third piece of this is to integrate security, right? So Stealthwatch Cloud was mentioned, we're working with the other pieces of our portfolio to integrate security across these offerings to make sure those flows are as secure as can be possible and if we detect anomalies, we flag them. The second big theme is driving this from the Cloud, right? So between Anthos, which is driving the Kubernetes and RAM from the Cloud our SD-WAN technology, Cisco's SD-WAN technology driven from the Cloud being able to terminate those VPN's at the end location. Whether that be a data center, whether that be an edge location and being able to do that seamlessly driven from the Cloud. Innerside, which takes the management of that infrastructure, drives it from the Cloud. Again a Cisco innovation, first in the industry. All of these marry together with driving this infrastructure from the Cloud, and what did it do for our eventual customers? Well it gave them, now a data center environment that has no boundaries. You've got an on-prem data center that's expanding into the Cloud. You can build an application in one place, deploy it in another, have it communicate with another application in the Cloud and suddenly you've kinda demolished those boundaries between data center and the Cloud, between the data center and the edge, and it all becomes a continuum and no other company other than Cisco can do something like that. >> So if I hear you saying, what you're saying is you're bringing the software and security capabilities of Cisco in the data center and around campus et cetera, and SD-WAN to Google Cloud. So the customer experience would be Cisco customer can deploy Google Cloud and Google Cloud runs best on Cisco. That's kinda, is that kind of the guiding principles here to this deal? Is that you're integrating in a deep meaningful way where its plug and play? Google Cloud meets Cisco infrastructure? >> Well we certainly think that with the work that we've done and the integrations that we're doing, that Cisco infrastructure including software capabilities like Stealthwatch Cloud will absolutely be the best way for any customer who wants to adopt Google Cloud's Anthos, to consume it, and to have really the best experience in terms of some of the integration simplicity that KD talked about but also frankly security's very important and being able to bring that consistent security model across Google Cloud, the workloads running there, as well as on-prem through things like Stealthwatch Cloud we think will be very compelling for our customers, and somewhat unique in the marketplace. >> You know one of the things that interesting, TK the new CEO of Google, and I had this question to Diane Green she had enterprise try ops of VM wear, Google's been hiring a lot of strong enterprise people lately and you can see the transformation and we've interviewed a lot of them, I have personally. They're good people, they're smart, and they know what they're doing. But Google still gets dinged for not having those enterprise chops because you just can't have a trajectory of those economy of scales over night, you can't just buy your way into the enterprise. You got to earn it, there's a certain track record, it seems like Google's getting a lot with you guys here. They're bringing Cloud to the table for sure for your customer base but you're bringing, Cisco complete customer footprint to Google Cloud. That seems to be a great opportunity for Google. >> Well I mean I think its a great opportunity for both of us. I mean because we're also bringing a fantastic open Multicloud hybrid solution to our customer base. So I think there's a great opportunity for our customers and we really focus on at the end of the day our customers and what do we do to make them more successful and we think that what we're doing with Google will contribute to that. >> KD talk about, real quickly summarize what's the benefits to the customers? Customers watching the announcements, seeing all the hype and all the buzz on this Google Next, this relationship with Cisco and Google, what's the bottom line for the customer? They're dealing with complexity. What are you guys solving, what the big take away for your customers? >> So its three things. First of all, we've taken the complexity out of the equation, right? We've taken all the complexity around networking, around security, around bridging to multiple Clouds, packaged it in a scale out appliance delivered in an enterprise consistent way. And for them, that's what they want. They want that simplicity of deployment of these next gen technologies, and the second thing is as IT serves their customers, the developers in house, they're able to serve those customers much better with these latest generation technologies and frameworks, whether its Containers, Kubernetes, HDL, some of these pieces that are part of the Anthos solution. They're able to develop that, deliver it back to their internal stakeholders and do it in a way that they control, they feel comfortable with, they feel their secure, and the networking works and they can stand behind it without having to choose or have doubts on whether they should embrace this or not. At the end of the day, customers want to do the right things to develop fast. To be nimble, to act, and to do the latest and greatest and we're taking all those hurtles out of the equations. >> Its about developers. >> It is. >> Running software on secure environments for the enterprise. Guys that's awesome news. Google Next obviously gonna be great conversations. While I have you here I wanna get to a couple talk tracks that are I important around the theme's recovering around Google Next and certainly challenges and opportunities for enterprises that is the application area, Multicloud, and Hybrid Cloud. So lets start with application. You guys are enabling this application revolution, that's the sound bites we hear at your events and certainly that's been something that you guys been publicly talking about. What does that mean for the marketplace? Because certain everyone's developing applications now, (Kip laughs) you got mobile apps, you got block chain apps, we got all kinds of new apps coming out all the time. Software's not going away its a renaissance, its happening. (Kip laughs) How is the application revolution taking shape? How is and what's Cisco's roll in it? >> Sure, I mean our role is to enable that. And that really comes from the fact that we understand that the only reason anyone builds any kind of infrastructure is ultimately to deliver applications and the experiences that applications enable. And so that's why, you know, we pioneered ACI is Application Centric Infrastructure. We pioneered that and start focusing on the implications of applications in the infrastructure any years ago. You know, we think about that and the experience that we can deliver at each layer in the infrastructure and KD talked a little bit about how important it is to integrate those layers but then we also bring tools like AppDynamics. Which really gives our customers the ability to measure the performance of their applications, understand the experience that they're delivering with customers and then actually understand how each piece of the infrastructure is contributing to and affecting that performance and that's a great example of something that customers really wanna be able to do across on-prem and multiple Clouds. They really need to understand that entire thing and so I think something like App D exemplifies our focus on the application. >> Its interesting storage and compute used to be the bottle necks in developers having to stand that up. Cloud solved that problem. >> Kip: That's right. >> Stu Miniman and I always talk about on theCUBE networking's the bottle neck. Now with ACI, you guys are solving that problem, you're making it much more robust and programmable. >> It is. >> This is a key part for application developers because all that policy work can be now automated away. Is that kinda part of that enablement? >> It sure is. I mean if you look at what's happening to applications, they're becoming more consumerized, they're becoming more connected. Whether its micro services, its not just one monolithic application anymore, its all of these applications talking to each other. And they need to become more secure. You need to know what happens, who can talk to whom. Which part of the application can be accessed from where. To deliver that, when my customer tell me listen you deliver the data center, you deliver security, you deliver networking, you deliver multicloud, you've got AppDynamics. Who else can bring this together? And that's what we do. Whether its ACI that specifies policy and does that programmable, delivers that programmable framework for networking, whether its our technologies like titration, like AppDynamics as Kip mentioned. All of these integrate together to deliver the end experience that customers want which is if my application's slow, tell me where, what's happening and help me deliver this application that is not a monolith anymore its all of these bits and pieces that talk to each other. Some of these bits and pieces will reside in the Cloud, a lot of them will be on-prem, some of them will be on the edge. But it all needs to work together-- >> And developers don't care about that they just care about do I get the resources do I need, And you guys kinda take care of all the heavy lifting underneath the covers. >> Yeah and we do that in a modern programmable way. Which is the big change. We do it in intent based way. Which means we let the developers describe the intent and we control that via policy. At multiple levels. >> And that's good for the enterprises, they want to invest more in developing, building applications. Okay track number two, talk track number two Multicloud. its interesting, during the hype cycle of Hybrid Cloud which was a while, I think now people realize Hybrid Cloud is an implementation thing and so its beyond hype now getting into reality. Multicloud never had a hype cycle because people generally woke up one day and said yeah I got multiple Clouds. I'm using this over here, so it wasn't like a, there was no real socialization around the concept of Multicloud they got it right away. They can see it, >> Yep. >> They know what they're paying for. So Multicloud has been a big part of your strategy at Cisco and certainly plays well into what's happening at Google Next. What's going on with Multicloud? Why's the relation with Google important? And where do you guys see Multicloud going from a Cisco perspective? >> Sure enough, I think you're right. The latest data we saw, or have, is 94 percent of enterprises are using or expect to use multiple Clouds and I think those surveys have probably more than six points of potential error so I think for all intensive purposes its 100 percent. (John and KD laughing) I've not met a customer who's unique Cloud, if that's a thing. And so you're right, its an incredibly authentic trend compared with some of these things that seem to be hype. I think what's happening though is the definition of what a Multicloud solution is is shifting. So I think we start out as you said, with a realization, oh wait a second we're all Multicloud this really is a thing and there's a set of problems to solve. I think you're seeing players get more and more sophisticated in how they solve those problems. And what we're seeing is its solving those problems is not about homogenizing all the Clouds and making them all the same because one of the reasons people are using multiple Clouds is to get to the unique capabilities that's in each Cloud. So I think early on there were some approaches where they said okay well we're gonna put down like a layer across all these Clouds and try to make them all look the same. That doesn't really achieve the point. The point is Google has unique capabilities in Google Cloud, certainly the tenser flow capabilities are one that people point to. AWS has unique capabilities as well and so does Dajour. And so customers wanna access all of that innovation. So that kind of answers your question of why is this relationship important to us, its for us to meet our customers needs, we need to have great relationships, partnerships, and integrations with the Clouds that are important to our customers. >> Which is all the Clouds. >> And we know that Google Cloud is important. >> Well not just Google Cloud, which I think in this relationship's got my attention because you're creating a deep relationship with them on a development side. Providing your expertise on the network and other area's you're experts at but you also have to work with other Clouds because, >> That's right we do. >> You're connecting Clouds, that's the-- >> And in fact we do. I mean we have, solutions for Hybrid with AWS and Dejour already launched in the marketplace. So we work with all of them, and what our roll, we see really is to make this simpler for our customers. So there are things like networking and security, application performance management with things like AppDynamics as well as some aspects of management that our customers consistently tell us can you just make this the same? Like these are not the area's of differentiation or unique capabilities. These are area's of friction and complexity and if you can give me a networking framework, whether its SD-WAN or ACI Anywhere that helps me connect those Clouds and manage policy in a consistent way or you can give me application performance the same over these things or security the same over these things, that's gonna make my life easier its gonna be lower friction and I'm expecting it, since your Cisco, you'll be able to integrate with my own Prime environment. >> Yeah, so then we went from hard to simple and easy, is a good business model. >> Kip: Absolutely. >> You guys have done that in the past and you certainly have the, from routing, everything up to switches and storage. KD, but talk about the complexity, because this is where it sounds complex on paper but when you actually unpack the technologies involved, you know in different Cloud suppliers, different technologies and tools. Throw in open sources into the mix is even more complex. So Multicloud, although sounds like a simple reality, the complexities pretty significant. Can you just share your thoughts on that? >> It is, and that's what we excel. We excel, I think complexity and distilling it down and making it simple. One other thing that we've done is, because each Cloud is unique and brings some unique capabilities, we've worked with those vendors along those dimension's that they're really really passionate about and strong end. So for example, with Google we've worked on the container front. They are, maybe one of the pioneers in that space, they've certainly delivered a lot of technologies into that domain. We've worked with them on the Kubeflow front on the AI front, in fact we are one of the biggest contributors to the open source projects on Kubeflow. And we've taken those technologies and then created a simple way for enterprise IT to consume them. So what we've done with Anthos, with Google, takes those technologies, takes our networking constructs, whether its ACI Anywhere, whether its other networking pieces on different parts of it, whether its SD-WAN and so forth. And it creates that environment which makes an enterprise IT feel comfortable with embracing these technologies. >> You said you're contributing to Kubeflow. A lot of people don't look at Cisco and would instantly come to the reaction that you guys are heavily contributing into open source. Can you just share, you know, the level of commitment you guys are making to open source? Just get that out there, and why? Why are you doing it? >> Yeah. For us, some of these technologies are really in need for incubation and nurturing, right? So Kubeflow is early, its really promising technology. People, in fact there's a lot of buzz about AI-- >> In your contributing to Kubeflow, significantly? >> Yes, yeah. >> Cisco? >> We're number three contributor actually. Behind Google. >> Okay so you're up there? You're up at the top of the list? >> Yeah one of the top three. >> Top of the list. >> And why? Is this getting more collaborative? More Multicloud fabric-- >> Well I mean, again it comes back to our customers. We think Kubeflow is a really interesting framework for AI and ML and we've seen our customers that workload type is becoming more and more important to them. So we're supporting that because its something we think will help our customers. In fact, Kubeflow figures into how we think about Hybrid and Multicloud with Google and the Anthos system in terms of giving customers the ability to run those workloads in Google Cloud with TPU's or on-prem with some of the incredible appliances that we've delivered in the data centers using GPU's to accelerate these workings. >> And it also certainly is compatible with the whole Multicloud mission as well-- >> Exactly, yeah. >> That's right. >> So you'll see us, we're committed to open source but that commitment comes through the lens of what we think our customers need and want. So it really again it comes back to the customer for us, and so you'll see us very active in open source areas. Sometimes, I think to your point, we should be louder about that. Talk more about that but we're really there to help our customers. DevNet, DevNet Create that Susie Wee's been working on has been a great success. I mean we've witnessed it first hand, seeing it at the Cisco Live packed house. >> In Barcelona. >> You've got developers developing on the network its a really big shift. >> Yeah absolutely. >> That's a positive shift. >> Well its a huge shift, I think its natural as you see Cisco shifting more and more towards software you see much much more developer engagement and we're thrilled with the way DevNet has grown. >> Yeah, and networking guys in your target audience gravitates easily to software it seems to be a nice fit. So good stuff there. Third talk track, Hybrid. You guys have deep bench of tech and people on network security, networking security, data center, and all the things involved in the years and years of enterprise evolution. Whether its infrastructure and all the way through the facilities, lot of expertise. Now Hybrid comes onto the scene. Went through the little hype cycle, people now get it, you gotta operate across Clouds on-prem to the Cloud and now multiple Clouds so what's the current state of Cisco-Google relationship with Hybrid? How is that fitting in, Google Next and beyond? >> So let me tease that in the context of some history, right? So if we go back, say 10 years, virtualization was the bad word of the day. Things were getting virtualized. We created the best data center infrastructure for virtualization in our UCS platforms. Completely programmable infrastructure's code, a very programmable environment that can back a lot of density of virtual machines, right? Roll forward three or four years, storage and compute were getting unwieldily. There was complexity there to be solved. We created the category of converge infrastructure, became the leader of that category whether we work with DMC and other players. Roll forward another four or five years we got into the hyper conversion infrastructure space with the most performant ACI appliance on the market anywhere. And most performant, most consistent, deeply engineered across all the stacks. Can took that complexity, took our learnings and DNA networking and married it together to create something unique for the industry. Now you think, do other domains come together? Now its the Cloud and on-prem. And if that comes together we see similar kinds of complexity. Complexity in security, complexity in networking, complexity in policy and enforcement across layers. Complexity, frankly in management, and how do you make that management much more simple and consumerized? We're taking that complexity and distilling it down into developing a very simple appliance. So what we're trying to deliver to the customer is a simple appliance that they can stand and procure and set up much in the way that they're used to but now the appliance is scale out. Its much more Cloud like. Its managed from the Cloud. So its got that consumer modern feel to it. Now you can deliver on this a container environment, a container development environment, for your developer stakeholders. You can deliver security that's plumed through and across multiple layers, networking that's plumed through and across multiple layers, at the end of the day we've taken those boundaries between Cloud and data center and blown them away. >> And you've merged operational constructs of the old data center operations to Cloud like operations, >> Yeah. >> Everything's just a service, you got Microservices coming, so you didn't really lose anything, you'd mentioned democratizing IT earlier, you guys are bringing the HyperFlex to ACI to the table so you now can let customers run, is that right? Am I getting it right? >> That's right. Its all about how do you take new interesting technologies that are developed somewhere, that may have complexity because its open source and exchanging all the time or it may have complexity because it was not been for a different environment, not for the on-prem environment. How do you take that innovation and democratize it so that everybody, all of the 100's of thousands and millions of enterprise customers can use it and feel comfortable using it and feel comfortable actually embracing it in a way that gives them the security, gives them the networking that's needed and gives them a way that they can serve their internal stakeholders very easily. >> Guys thanks for taking the time for this awesome conversation. One final question, gettin you both to weigh in on, here at Google Next 2019, we're in 2019. Cloud's going a whole other level here. What's the most important story that customers should pay attention to with respect to expanding into the Cloud, taking advantage of the growing developer ecosystem as open source continues to go to the next level. What's the most important thing happening around Google Next and the industry with respect to Cloud and for the enterprise? >> Well I think certainly here at Google Next the Google Cloud's Anthos announcement is going to be of tremendous interest to enterprises cause as you said they are extending into the Cloud and this is another great option for enterprises who are looking to do that. >> Yeah and as I look at it suddenly IT has a set of new options. They used to be able to pick networking and compute and storage, now they can pick Kubeflow for AI or they can pick Kubernetes for container development, Anthos for an on-prem version. They're shopping list has suddenly gone up. We're trying to keep that simple and organized for them so that they can pick the best ingredients they can and build the best infrastructure they can, they can do it. >> Guys thanks so much. Kip Compton senior vice president Cloud Platform and Solutions Group and KD vice president of the Data Center compute group for Cisco. Its been exclusive CUBE conversation around the Google-Cisco big news at Google Next 2019 and I'm John Furrier thanks for watching. (upbeat jazz music)

(upbeat techno music) >> From Sand Hill Road, in the heart of Silicon Valley, it's theCUBE. Presenting the People First Network, insights from entrepreneurs and tech leaders. >> Hello, everyone, I'm John Furrier the co-host on theCUBE, founder of SiliconANGLE Media. We are here at Sand Hill Road, at Mayfield for the 50th anniversary celebration and content series called The People First Network. This is a co-developed program. We're going to bring thought leaders, inspirational entrepreneurs and tech executives to talk about their experience and their journey around a people first society. This is the focus of entrepreneurship these days. I'm here with Navin Chaddha who's the managing director of Mayfield. Navin, you're kicking off the program. Tell us, why the program? Why People First Network? Is this a cultural thing? Is this part of a program? What's the rationale? What's the message? >> Yeah, first of all I want to thank, John, you and your team and theCUBE for co-hosting the People First Network with us. It's been a real delight working with you. Shifting to people first, Mayfield has had a long standing philosophy that people build companies and it's not the other way around. We believe in betting on great people because even if their initial idea doesn't pan out, they'll quickly pivot to find the right market opportunity. Similarly we believe when the times get tough it's our responsibility to stand behind people and the purpose of this People First Network is people like me were extremely lucky to have mentors along the way, when I was an entrepreneur and now as a venture capitalist, who are helping me achieve my dreams. Mayfield and me want to give back to other entrepreneurs, by bringing in people who are luminaries in their own fields to share their learnings with other entrepreneurs. >> This is a really great opportunity and I want to thank you guys for helping us put this together with you guys. It's a great co-creation. The observation that we're seeing in Silicon Valley and certainly in talking to some of the guests we've already interviewed and that will be coming up on the program, is the spirit of community and the culture of innovation is around the ecosystem of Silicon Valley. This has been the bedrock. >> Mm-hmm. >> Of Silicon Valley, Mayfield, one of the earliest if not the first handful of venture firms. >> Mm-hmm. >> Hanging around Stanford, doing entrepreneurship, this is a people culture in Silicon Valley and this is now going global. >> Mm-hmm. >> So great opportunity. What can we expect to see from some of the interviews? What are you looking for and what's the hope? >> Yeah, so I think what you're going to see from the interviews is, we are trying to bring around 20 plus people, and they'll be many John on the interview besides you. So there will be John Chambers, ex-chairman and CEO of Cisco. There'll be John Zimmer, president and co founder of Lyft. And there also will be John Hennessy who will be our first interview, with him, from Stanford University. And jokes apart, there'll be like 20 plus other people who will be part of this network. So I think what you're going to see is, goings always don't go great. There's a lot of learnings that happen when things don't work out. And our hope is, when these luminaries from their professions, share their learnings the entrepreneurs will benefit from it. As we all know, being an entrepreneur is hard. But sometimes, and many times, actually it's also a lonely road and our belief is, and I strongly personally also believe in it, that great entrepreneurs believe in continuous learning and are continuously adapting themselves to succeed. So our hope is, this People First Network serves as a learning opportunity from entrepreneurs to learn from great leaders. >> You said a few things I really admire about Mayfield and I want to get your reaction because I think is a fundamental for society. Building durable companies is about the long game because people fail and people succeed but they always move on. >> Mm-hmm. >> They move on to another opportunity. They move on to another pursuit. >> Mm-hmm. >> And this pay it forward culture has been a key thing for Silicon Valley. >> It absolutely has been. >> What's the inspiration behind it, from your perspective? You mentioned your experiences. Tell us a story and experience you've had? >> Yeah, so I would say, first of all, right, since we strongly believe people make products and products don't make people, we believe venture capital and entrepreneurship is about like running a marathon, it's not a sprint. So if you take a longterm view, have a strong vision and mission which is supported with great beliefs and values? You can do wonders. And our whole aim, not only as Mayfield but other venture capitalists, is to build iconic companies which are built to last which beyond creating jobs and economic wealth, can give back to the society and make the world a better place to work, live and play. >> You know one of the things that we are passionate about at theCUBE, and on SiliconANGLE Media is standing by our community. >> Mm-hmm. >> Because people do move around and I think one of the things that is key in venture capital now, than ever before is not looking for the quick hit. >> Mm-hmm. >> It's standing by your companies in good times and in bad. >> Mm-hmm. >> Because this is about people and you don't know how things might turn out, how a company might end up in a different place. We've heard some of your entrepreneurs talk about that, that the outcome was not how they envisioned it when they started. >> Mm-hmm. >> This is a key mindset for a business. >> It absolutely is, right? Let's look at a few examples. One of our most successful companies is Lyft. When we backed it at Series A, it was called Zimride. They weren't doing what they were doing, but the company had a strong vision and mission of changing the way people transport and given that, they were A plus people, as I mentioned earlier. The initial idea wasn't going to be a massive opportunity. They quickly pivoted to go after the right market opportunity. And hence, again and again, right? Like to me, it's all about the people. >> Navigating those boards is sometimes challenging and we hope that this content will help people, inspire people, help them discover their passion, discover people that they might want to work with. We really appreciate your support and thank you for contributing your network and your brand and your team in supporting our mission. >> Yeah, it's been an absolute pleasure and we hope the viewers and especially entrepreneurs can learn from the journeys of many iconic people who have built great things in their careers. >> Were here at Sand Hill Road, at Mayfield's venture capital headquarters in sunny Silicon Valley, California, Stanford, California, Palo Alto California, all one big melting pot of innovation. I'm here with John Hennessy, who's the Stanford President Emeritus, also the director of the Knight Hennessy Scholarship. Thanks for joining me today for this conversation. >> Delighted to be here, John. >> So I wanted to get your thoughts on the history of the valley. Obviously, Mayfield, celebrating their 50th anniversary and Mayfield was one of those early venture capital firms that kind of hung around the barbershop, looking for a haircut. Stanford University was that place. Early on this was the innovation spark that created the valley. A lot of other early VCs as well, but not that many in the early days and now 50 years later, so much has changed. What's your thoughts on the arc of entrepreneurship around Stanford, around Silicon Valley? >> Well, you're right, it's been an explosive force. I mean, I think there were a few companies out here on Sand Hill Road at that time. Now nearly the number of venture firms there are today. But I think the biggest change has been the kinds of technologies we build. You know, in those days, we built technologies that were primarily for other engineers or perhaps they were tandem computers being built for business interest. Now we build technologies that change people's lives, every single day and the impact on the world is so much larger than it was and these companies have grown incredibly fast. I mean, you look at the growth rate? We had the stars of the earlier compared to the Googles and Facebooks of today, it's small growth rates, so those are big changes. >> I'm excited to talk with you, because you're one of the only people that I can think of that has seen so many different waves of innovation. You've been involved in many of them yourself, one of the co-founders of MIPS, chairman of the board of Alphabet, which is Google, Google's holding company, the large holdings they have and just Stanford in general has been, you know, now with CAL, kind of the catalyst for a lot of the change. What's interesting is, you know, the Hewlett-Packards, the birthplace of Silicon Valley, that durable company view. >> Mm-hmm. >> Of how to build a company and the people that are involved is really a, still, essential part of it. Certainly happening faster, differently. When you look at the waves of innovation, is there anything that you could look at and say, hey, this is the consistent pattern that we see emerging of these waves? Is it a classic formula of engineers getting together trying to solve problems? Is it the Stanford drop out PH.d program? Is there a playbook? Is there a pattern that you see in the entrepreneurship over the years? >> You know, I think there are these waves that are often induced by big technology changes, right? The beginning of the personal computer. The beginning of the internet. The world wide web, social media. The other observation is that it's very hard to predict what the next one will be. (laughing) If it was easier to predict, there would be one big company, rather than lots of companies riding each one of these waves. The other thing I think that's fascinating about them is these waves don't create just one company. They create a whole new microcosm of companies around that technology which exploit it and bring it to the people and change people's lives with it. >> And another thing is interesting about that point is that even the failures have DNA. You see people, big venture backed company, I think Go is a great example, you think about those kinds of companies. The early work on mobile computing, the early work on processors that you were involved in MIPS. >> Mm-hmm. >> They become successful and/or may/may not have the outcomes but the people move on to other companies to either start companies. This is a nice flywheel, this is one of the things that Silicon Valley has enjoyed over the years. >> Yeah, and just look at the history of RISC technology that I was involved in. We initially thought it would take over the general purpose computing industry and I think Intel responded in an incredible way and eventually reduced the advantage. Now here we are 30 years later and 95%/98% of the processors in the world are RISC because of the rise of mobile, internet of things, dramatically changing where the processors were. >> Yeah. >> They're not on the desktop anymore, they're scattered around in very different ways. >> It's interesting, I was having a conversation with Andy Kessler, who used to be an analyst back at the time for Morgan Stanley. He then became an investor. And he was talking about, with me, the DRAM days when the Japanese were dumping DRAMs and then that was low margin business, and then Intel said, "Hey, no problem. "We'll let go of the DRAM business." but they created Pentium and then the micro processor. >> Right. >> That spawned a whole nother wave, so you see the global economy today, you see China, you see people manufacturing things at very low cost, Apple does work out there. What's your view and reaction to the global landscape? Because certainly things are changed a bit but it seems to be some of the same? What's your thoughts on the global landscape and the impact of entrepreneurs? >> It certainly is global. I mean, I think in two ways. First of all, supply chains have become completely global. Look at how many companies in the valley rely on TSMC as their primary source of silicon? It's a giant engine for the valley. But we also see, increasingly, even in young companies a kind of global, distributed engineering scheme where they'll have a group in Taiwan, or in China or in India that'll be doing part of the engineering work and they're basically outsourcing some of that and balancing their costs and bringing in other talent that might be very hard to hire right now in the valley or very expensive in the valley. And I think that's exciting to see. >> The future of Silicon Valley is interesting because you have a lot of the fast pace, it seems like ventures have shrink down in terms of the acceleration of the classic building blocks of how to get a company started. You get some funding, engineers build a product, they get a prototype, they get it out. Now it seems to be condensed. You'll see valuations of a billion dollars. Can Silicon Valley survive the current pace given the real estate prices and some of the transportation challenges? What's your view on the future of Silicon Valley? >> Well my view is there is no place like the valley. The interaction between great universities, Stanford and Cal, UCSF if you're interested in biomedical innovation and the companies makes it just a microcosm of innovation and excellence. It's challenges, if it doesn't solve it's problems on housing and transportation, it will eventually cause a second Silicon Valley to rise and challenge it and I think that's really up to us to solve and I think we're going to have to, the great leaders, the great companies in the valley are going to have to take a leadership role working with the local governments to solve that problem. >> On the Silicon Valley vision of replicating it, I've seen many people try, other regions try over the years and over the 20 years, my observation is, they kind of get it right on paper but kind of fail in the execution. It's complicated but it's nuanced in a lot of ways but now we're seeing with remote working and the future of work changing a little bit differently and all kinds of new tech from block chain to, you name it, remote working. >> Right. >> That it might be a perfect storm now to actually have a formula to replicate Silicon Valley. If you were advising folks to say, hey, if you want to replicate Silicon Valley, what would be your advice to people? >> Well you got to start with the weather. (laughing) Always a challenge to replicate that. But then the other pieces, right? Some great universities, an ecosystem that supports risk taking and smart failure. One of the great things about the valley is, you're a young engineer/computer scientist graduating, you come here. You go to a start up company, so what it fails? There's 10 other companies you can get a job with. So there's a sense of this is a really exciting place to be, that kind of innovation. Creating that, replicating that ecosystem, I think and getting all the pieces together is going to be the challenge and I think the area that does that will have a chance at building something that could eventually be a real contestant for the second Silicon Valley. >> And I think the ecosystem and community is the key word. >> And community, absolutely. >> So I'll get your thoughts on your journey. Take us through your journey. MIPS co-founder, life at Stanford, now with the Knights Scholarship Program that you're involved in, the Knight Hennessy Scholarship. What lessons have you learned from each kind of big sequence of your life? Obviously in the start up days. Take us through some of the learnings. >> Yeah. >> Whether it's the scar tissue or the success, you know? >> Well, no, the time I spent starting MIPS and I took a leave for about 18 months full-time from the university, but I stayed involved after that on a part time basis but that 18 months was an intensive learning experience because I was an engineer. I knew a lot about the technology we're building, I didn't know anything about starting a company. And I had to go through all kinds of things, you know? Determining who to hire for CEO. Whether or not the CEO would be able to scale with the company. We had to do a layoff when we almost ran out of cash and that was a grueling experience but I learned how to get through that and that was a lesson when I came back to return to the university, to really use those lessons from the valley, they were invaluable. I also became a much better teacher, because here I had actually built something in industry and after all, most of our students are going to build things, they're not going to become future academics. So I went back and reengaged with the university and started taking on a variety of leadership roles there. Which was a wonderful experience. I never thought I'd be university president, not in a million years would I have told you that was, and it wasn't my goal. It was sort of the proverbial frog in the pot of water and the temperature keeps going up and then you're cooking before you know it. >> Well one of the things you did I thought was interesting during your time in the 90's as the head of the computer science department is a lot of that Stanford innovation started to come out with the internet and you had Yahoo, you had Google, you had PH.ds and you guys were okay with people dropping out, coming back in. >> Yeah. >> So you had this culture of building? >> Yup. >> Tell us some of the stories there, I mean Yahoo was a server under the desk and the web exploded. >> Yeah, it was a server under the desk. In fact, Dave and Jerry's office was in a trailer and you go into their room and they'd have pizza boxes and Coke cans stacked around because Yahoo use was exploding and they were trying to build this portal out to serve this growing community of users. Their machine was called Akebono because they were both big sumo wrestling fans. Then eventually, the university had to say, "You guys need to move this off campus "because it's generating 3/4 of the internet traffic "at the university and we can't afford it." (laughing) So they moved off campus and of course figured out how to use advertising as a monetization model. And that changed a lot of things on the internet because that made it possible for Google to come along years later. Redo search in a way that lots of us thought, there's nothing left to do in search, there's just not a lot there. But Larry and Sergey came up with a much better search algorithm. >> Talk about the culture that you guys fostered there because this, I think, is notable, in my mind, as well as some of the things I want to get into about the interdisciplinary. But at that time, you guys fostered a culture of creating and taking things out and there was an investment group of folks around Stanford. Was it a policy? Was it more laid back? >> No, I think-- >> Take us through some of the cultural issues. >> It was a notion of what really matters in the world. How do you get impact? Because in the end that's what the university really wants to do. Some people will do impact by publishing a paper or a book but some technologies, the real impact will occur when you take it out into the real world. And that was a vision that a lot of us had, dating back to Hewlett-Packard, of course but Jim Clark at Silicon Graphics, the Cisco work, MIPS and then, of course, Yahoo and Google years later. That was something that was supported by both the leadership of the university and that made it much easier for people to go out and take their work and take it out to the world. >> Well thank you for doing that, because I think the impact has been amazing and had transcended a lot of society today. You're seeing some challenges now with society. Now we have our own problems. (laughing) The impact has been massive but now lives are being changed. You're seeing technology better lives so it's changing the educational system. It's also changing how people are doing work. Talk about your current role right now with the Knight Hennessy Scholarship. What is that structured like and how are you shaping that? What's the vision? >> Well our vision, I became concerned as I was getting ready to leave the president's office that we, as a human society, were failing to develop the kinds of leaders that we needed. It seemed to me it was true in government. It was true in the corporate world. It was even true in some parts of the nonprofit world. And we needed to step back and say, how do we generate a new community of young leaders who are going to go out, determined to do the right thing, who see their role as service to society? And their success aligned with the success of others? We put together a small program. We put together a vision of this. I got support from the trustees. I went to ask my good friend Phil Knight, talked to him about it, and I said, "Phil I have this great idea," and I explained it to him and he said, "That's terrific." So I said, "Phil I need 400 million dollars." (laughing) A month later he said, "Yes," and we were off and running. Now we've got 50 truly extraordinary scholars from around the world, 21 different birth countries. Really, some of them have already started nonprofits that are making a big difference in their home communities. Others will do it in the future. >> What are some of the things they're working on? And how did you guys roll this out? Because, obviously, getting the funding's key but now you got to execute. What are some of the things that you went through? How did you recruit? How did you deploy? How did you get it up and running? >> We recruited by going out to universities around the world, and meeting with them and, of course, using social media as well. If you want get 21 year and 22 year olds to apply? Go to social media. So that gave us a feed on some students and then we thought a lot, our goal is to educate people who will be leaders in all walks of life. So we have MBAs, we have MDs, we have PH.ds, we have JDs. >> Yeah. >> A broad cohort of people, build a community. Build a community that will last far beyond their time at Stanford so they have a connection to a community of like minded individuals long after they graduate and then try to build their leadership skills. Bringing in people who they can meet with and hear from. George Schultz is coming in on Thursday night to talk about his journey through government service in four different cabinet positions and how did he address some of the challenges that he encountered. Build up their speaking skills and their ability to collaborate with others. And hopefully, these are great people. >> Yeah. >> We just hope to push their trajectory a little higher. >> One of the things I want you is that when Steve Jobs gave his commencement speech at Stanford, which is up on YouTube, it's got zillions and zillions of views, before he passed away, that has become kind of a famous call to arms for a lot of young people. A lot of parents, I have four kids and the question always comes up, how do I get into Stanford? But the question I want to ask you is more of, as you have the program, and you look for these future leaders, what advice would you give? Because we're seeing a lot of people saying, hey you know people build their resume, they say what they think people want to hear to get into a school, you know Steve Job's point said, "Follow your passion, don't live other people's dogma" these are some of the themes that he shared during that famous commencement speech in Stanford. Your advice for the next generation of leaders? How should they develop their skills? What are some of the things that they can acquire? Steve Jobs was famous to say in interviews, "What have you built?" >> Yeah. >> "Tell me something that you've built." It's kind of a qualifying question. So this brings up the question of, how should young people develop? How should they think about, not just applying and getting in but being a candidate for some of these programs? >> Well I think the first thing is you really want to challenge yourself. You really want to engage your intellectual passions. Find something you really like to do. Find something that you're also good at because that's the thing that'll get you out of bed on weekends early, and you'll go do it. I mean, if you asked me about my career? And asked me about my number one hobby for most of my career? It was my career. I loved being a professor. I loved research, I love teaching. That made it very easy to do it with energy and excitement and passion. You know there's a great quote in Steve Job's commencement speech where he says, "I look in the mirror every morning "and if too many days in a row I find out "I don't like what I'm going to do that day, "it's time for a change." Well I think it's that commitment to something. It's that belief in something that's bigger than yourself, that's about a journey that you're going to go on with others in that leadership role. >> I want to get your thoughts on the future for young people and society and business. It's very people centric now. You're seeing a lot of the younger generation look for mission driven ventures, they want to make a difference. But there's a lot of skills out there that are not yet born, yet. There's jobs that haven't been invented yet. Who handles autonomous vehicles? What's the policy? These are societal and technology questions. What are some of things that you see that are important to focus on for some of these new skills? There's a zillion new cyber security jobs open, for instance. >> Right. I mean there's thousands and thousands of openings for people that don't have those skills. >> Well I think we're going to need two different types of people. The traditional techno experts that we've always had but we're also going to need people that have a deep understanding of technology but are deeply committed to understanding it's impact on people. One of the problems we're going to have with the rise of artificial intelligence is we're going to have job displacements. In the longterm, I'm a believer that the number of opportunities created will exceed those that get destroyed but there'll be a lot of jobs that are deskilled or actually eliminated. How are we going to help educate that cohort of people and minimize the disruption of this technology? Because that disruption is really people's live that you're playing with. >> It's interesting, the old expression of ATMs will kill the bank branch but yet, now there's more bank branches than ever before. >> Than ever before, right? >> So, I think you're right on that, I think there'll be new opportunities. Entrepreneurship certainly is changing and I want to get your thoughts. This is the number one question I get from young entrepreneurs is, how should I raise money? How should I leverage money investors and my board? As you build your early foundational successes whether you're an engineer or a team, putting that E team together, entrepreneurial team is critical and that's just not people around the table of the venture. >> Correct. >> It's the support service providers and advisors and board of directors. How should they leverage their investors and board? How should they leverage that resource and not make it contentious, make it positive? >> Make is positive, right? So the best boards are collaborative with the management team, they work together to try to move the company forward. With so many angels now investing in these young companies there's an opportunity to bring in experience from somebody who's already had a successful entrepreneurial venture and looking for really deciding who do you want your investor to be? And it's not just about who gives you the highest valuation. It's also about who'll be there when things get tough? When the cash squeeze occurs and you're about to run out of money and you're really in a difficult situation? Who will help you build out the rest of your management team? Lots of young entrepreneurs, they're excited about their technology. >> Yeah. >> They don't have any management experience. (laughing) They need help. >> Yeah. >> They need help building that team and finding the right people for the company to be successful. >> I want to get thoughts on Mayfield. The 50th anniversary, obviously, they've been around longer than me, I'm going to be 53 this year. I remember when I first pitched Yogan DeGaulle in 1990, my first venture, he passed, but, Mayfield's been around for a while. I mean, Mayfield was the name of the town around here? >> Right. >> And has a lot of history. How do you see the relationship with the ventures and Stanford evolving? Are they still solid? They're doing well? Is it evolved? There's a new program going on? I see much more integration. What's the future of venture? >> Well I think the university's still a source of many ideas, obviously the notion of entrepreneurship has spread much more broadly than the university. And lots of creative start ups are spun out of existing companies or a group of young entrepreneurs that were in Google or Facebook early and now decide they want to go do their own thing. That's certainly happens but I think that ongoing innovation cycle is still alive. It's still dependent on the venture community and their experience having built companies. Particularly when you're talking about first time entrepreneurs. >> Yeah. >> Who really don't have a lot of depth. >> My final question I want to ask you is obviously one relating, pure to my heart, is computer science. I got my degree in the 80's during the systems revolution. Fun time, a lots changed. Women in computer science, the surface area of what computer science is. >> Mm-hmm. >> It was interesting, there was a story in Bloomberg that was debunked but people were debating if the super micros was being hacked by a chip in the system. >> Right. >> And more people don't even know what computer architecture is, I was like, hey now, the drivers might able to inject malware. So you need computer architecture, a book you've written. >> Mm-hmm. >> Academically, to programming so the range of computer science has changed. The diversity has changed. What's your thoughts on the current computer science curriculums? The global programs? Where's it going and what's your perspective on that? >> So I think computer science has changed dramatically. When I was a graduate student, you could arguably take a full set of breadth courses across the discipline. Maybe only one course in AI or one course in data base if you were a hardware or systems person but you could do everything. I could go to basically any Ph.d defense and understand what was going on. No more, the field has just exploded. And the impact? I mean you have people who do bio computation, for example, and you have to understand a lot of biology in order to understand how computer science applies to that. So that's the excitement. The excitement of having computer science have this broad impact. The other thing that's exciting is to see more women, more people of color, coming into the field, really injecting new energy and new perspective into the field and I think that will stand the discipline well in the future. >> And open source has been growing. I mean if you think about what it's like now to write software, all this goodness coming in with open source, it just adds over the top. >> Yeah. >> More goodness. >> I think today a, even a young undergraduate, writing in Python, using all these open libraries, could write more code in two weeks than I could have written in a year when I was graduate student. >> If we were 21 together, sitting here you and I, today, we're 21 years old, what would we do? What would you do? >> Well I think the opportunity created by the rise of machine learning and artificial intelligence is just unrivaled. This is a technology which we have invested in for 50 or 60 years, that was disappointing us for 50 or 60 years, in terms of not meeting it's projections and then, all of a sudden, turning point. It was a radical breakthrough and we're still at the very beginning of that radical breakthrough so I think it's going to be a really exciting time. >> Diane Green had a great quote at her last Google Cloud conference. She said, "It's like butter, everything's great with it." (laughing) AI is the-- >> Yeah, it's great with it. And of course, it can be overstated but I think there really is a fundamental breakthrough in terms of how we use the technology. Driven, of course, by the amount of data available for training these neural networks and far more computational resources than we ever thought we'd have. >> John it's been a great pleasure. Thanks for spending the time with us here for our People First interview, appreciate it. >> My pleasure, John. >> I'm John Furrier with theCUBE, we are here in Sand Hill Road for the People First program, thanks for watching. (upbeat techno music)

>> Live from San Francisco, it's the Cube, covering Google Cloud Next 2018. Brought to you by Google Cloud and its ecosystem partners. >> Hello and welcome back to The Cube coverage here live in San Francisco for Google Cloud's conference Next 2018, #GoogleNext18. I'm John Furrier with Jeff Frick, my cohost all week. Third day of three days of wall to wall live coverage. Our next guest, Carol Carpenter, Vice President of Product Marketing for Google Cloud. And Ayin Vala, Chief Data Science Foundation for Precision Medicine. Welcome to The Cube, thanks for joining us. >> Thank you for having us. >> So congratulations, VP of Product Marketing. Great job getting all these announcements out, all these different products. Open source, big query machine learning, Istio, One dot, I mean, all this, tons of products, congratulations. >> Thank you, thank you. It was a tremendous amount of work. Great team. >> So you guys are starting to show real progress in customer traction, customer scale. Google's always had great technology. Consumption side of it, you guys have made progress. Diane Green mentioned on stage, on day one, she mentioned health care. She mentioned how you guys are organizing around these verticals. Health care is one of the big areas. Precision Medicine, AI usage, tell us about your story. >> Yes, so we are a very small non-profit. And we are at the intersection of data science and medical science and we work on projects that have non-profits impact and social impact. And we work on driving and developing projects that have social impact and in personalized medicine. >> So I think it's amazing. I always think with medicine, right, you look back five years wherever you are and you look back five years and think, oh my god, that was completely barbaric, right. They used to bleed people out and here, today, we still help cancer patients by basically poisoning them until they almost die and hopefully it kills the cancer first. You guys are looking at medicine in a very different way and the future medicine is so different than what it is today. And talk about, what is Presicion Medicine? Just the descriptor, it's a very different approach to kind of some of the treatments that we still use today in 2018. It's crazy. >> Yes, so Presicion Medicine has the meaning of personalized medicine. Meaning that we hone it into smaller population of people to trying to see what is the driving factors, individually customized to those populations and find out the different variables that are important for that population of people for detection of the disease, you know, cancer, Alzheimer's, those things. >> Okay, talk about the news. Okay, go ahead. >> Oh, oh, I was just going to say. And to be able to do what he's doing requires a lot of computational power to be able to actually get that precise. >> Right. Talk about the relationship and the news you guys have here. Some interesting stuff. Non-profits, they need compute power, they need, just like an eneterprise. You guys are bringing some change. What's the relationship between you guys? How are you working together? >> So one of our key messages here at this event is really around making computing available for everyone. Making data and analytics and machine learning available for everyone. This whole idea of human-centered AI. And what we've realized is, you know, data is the new natural resource. >> Yeah. >> In the world these days. And companies that know how to take advantage and actually mine insights from the data to solve problems like what they're solving at Precision Medicine. That is really where the new breakthroughs are going to come. So we announced a program here at the event, It's called Data Solutions for Change. It's from Google Cloud and it's a program in addition to our other non-profit programs. So we actually have other programs like Google Earth for non-profits. G Suite for non-profits. This one is very much focused on harnessing and helping non-profits extract insights from data. >> And is it a funding program, is it technology transfer Can you talk about, just a little detail on how it actually works. >> It's actually a combination of three things. One is funding, it's credits for up to $5,000 a month for up to six months. As well as customer support. One thing we've all talked about is the technology is amazing. You often also need to be able to apply some business logic around it and data scientists are somewhat of a challenge to hire these days. >> Yeah. >> So we're also proving free customer support, as well as online learning. >> Talk about an impact of the Cloud technology for the non-proit because6 I, you know, I'm seeing so much activity, certainly in Washington D.C. and around the world, where, you know, since the Jobs Act, fundings have changed. You got great things happening. You can have funding on mission-based funding. And also, the legacy of brand's are changing and open source changes So faster time to value. (laughs) >> Right. >> And without all the, you know, expertise it's an issue. How is Cloud helping you be better at what you do? Can you give some examples? >> Yes, so we had two different problems early on, as a small non-profit. First of all, we needed to scale up computationally. We had in-house servers. We needed a HIPAA complaint way to put our data up. So that's one of the reasons we were able to even use Google Cloud in the beginning. And now, we are able to run our models or entire data sets. Before that, we were only using a small population. And in Presicion Medicine, that's very important 'cause you want to get% entire population. That makes your models much more accurate. The second things was, we wanted to collaborate with people with clinical research backgrounds. And we need to provide a platform for them to be able to use, have the data on there, visualize, do computations, anything they want to do. And being on a Cloud really helped us to collaborate much more smoothly and you know, we only need their Gmail access, you know to Gmail to give them access and things. >> Yeah. >> And we could do it very, very quickly. Whereas before, it would take us months to transfer data. >> Yeah, it's a huge savings. Talk about the machine learning, AutoML's hot at the show, obviously, hot trend. You start to see AI ops coming in and disrupt more of the enterprise side but as data scientists, as you look at some of these machine learnings, I mean, you must get pretty excited. What are you thinking? What's your vision and how you going to use, like BigQuery's got ML built in now. This is like not new, it's Google's been using it for awhile. Are you tapping some of that? And what's your team doing with ML? >> Absolutely. We use BigQuery ML. We were able to use a few months in advance. It's great 'cause our data scientists like to work in BigQuery. They used to see, you know, you query the data right there. You can actually do the machine learning on there too. And you don't have to send it to different part of the platform for that. And it gives you sort of a proof of concept right away. For doing deep learning and those things, we use Cloud ML still, but for early on, you want to see if there is potential in a data. And you're able to do that very quickly with BigQuery ML right there. We also use AutoML Vision. We had access to about a thousand patients for MRI images and we wanted to see if we can detect Alzheimer's based on those. And we used AutoML for that. Actually works well. >> Some of the relationships with doctors, they're not always seen as the most tech savvy. So now they are getting more. As you do all this high-end, geeky stuff, you got to push it out to an interface. Google's really user-centric philosophy with user interfaces has always been kind of known for. Is that in Sheets, is that G Suite? How will you extend out the analysis and the interactions. How do you integrate into the edge work flow? You know? (laughs) >> So one thing I really appreciated for Google Cloud was that it was, seems to me it's built from the ground up for everyone to use. And it was the ease of access was very, was very important to us, like I said. We have data scientisits and statisticians and computer scientists onboard. But we needed a method and a platform that everybody can use. And through this program, they actually.. You guys provide what's called Qwiklab, which is, you know, screenshot of how to spin up a virtual machine and things like that. That, you know, a couple of years ago you have to run, you know, few command lines, too many command lines, to get that. Now it's just a push of a button. So that's just... Makes it much easier to work with people with background and domain knowledge and take away that 80% of the work, that's just a data engineering work that they don't want to do. >> That's awesome stuff. Well congratulations. Carol, a question to you is How does someone get involved in the Data Solutions for Change? An application? Online? Referral? I mean, how do these work? >> All of the above. (John laughs) We do have an online application and we welcome all non-profits to apply if they have a clear objective data problem that they want to solve. We would love to be able to help them. >> Does scope matter, big size, is it more mission? What's the mission criteria? Is there a certain bar to reach, so to speak, or-- >> Yeah, I mean we're most focused on... there really is not size, in terms of size of the non-profit or the breadth. It's much more around, do you have a problem that data and analytics can actually address. >> Yeah. >> So really working on problems that matter. And in addition, we actually announced this week that we are partnering with United Nations on a contest. It's called Sustainable.. It's for Visualize 2030 >> Yeah. >> So there are 17 sustainable development goals. >> Right, righr. >> And so, that's aimed at college students and storytelling to actually address one of these 17 areas. >> We'd love to follow up after the show, talk about some of the projects. since you have a lot of things going on. >> Yeah. >> Use of technology for good really is important right now, that people see that. People want to work for mission-driven organizations. >> Absolutely >> This becomes a clear citeria. Thanks for coming on. Appreciate it. Thanks for coming on today. Acute coverage here at Google Could Next 18 I'm John Furrier with Jeff Fricks. Stay with us. More coverage after this short break. (upbeat music)

>> Live from San Francisco, it's theCube, covering Google Cloud Next 2018. Brought to you by Google Cloud and its ecosystem partners. >> Hello everyone, welcome back, this is theCUBE's live coverage, we're here in San Francisco, Moscone West for Google Cloud's big conference called Next 2018. The hashtag is GoogleNext18. I'm John Furrier, Dave Vellante, our next guest is Traci Gusher, Principal, Data and Analytics at KPMG. Great to have you on, thanks for joining us today. >> Yeah, thanks for having me. >> We love bringing on the big system, global, some integrators, you guys have great domain expertise. You also work with customers, you have all the best stories. You work with the best tech. Google Cloud is like a kid in the candy store >> It sure is. when it comes to tech, so my first question is obviously AI in super important to Google. Huge scale, they bring out all the goodies to the party. Spanner, Bigtable, BigQuery, I mean they got a lot of good stuff. TensorFlow, all this open source goodness, pretty impressive, right, >> Yeah, absolutely. the past couple years what they've done. How are you guys partnering with Google, because now that's out there, they need help, they've been acknowledging it for a couple years, they're building an ecosystem, and they want to help end user customers. >> Yeah, we've been working with Google for quite some time, but we actually just formalized our partnership with Google in May of this year. From our perspective, all of the good work that we have done, we're ready to hit the accelerator on and really move forward fast. Some of the things that were announced this week, I think, are prime examples of areas where we see opportunity for us to hit the accelerator on. Something like what was announced this week with their new contact center, API suite, launched by the Advanced Solutions Lab. We had early access to test some of that and really were able to witness just how accelerated some of these things can help us be when we're building end-to-end solutions for clients. >> There's a shortcut to the solutions because with Cloud, the time to value is so much faster, so it's almost an innovator's dilemma. The longer deployments probably meant more billings, ( laughs) right, for a lot of integrators. We've heard people saying hey we've gone, the old days were eight months to eight weeks to eight minutes on some of these techs, so the engagements have changed. At the end of the day, there's still a huge demand for architectural shift. How has the delivery piece of tech helped you guys serve your customers, because I think that's now a conversation that we're hearing is that look, I can move faster, but I don't want to break anything. The old Facebook move fast, break stuff, that doesn't fly in enterprise. >> No, it doesn't (laughs). >> I want to move fast, but I need to have some support there. What are some of the things that you're seeing that are impacting the delivery from integrators? >> Well, some of the technology that's come, that's reduced the length of time to deliver, we see and a lot of our customers see as opportunity to do the next thing, right? If you can implement a solution to a problem quicker, better, faster, than you can move on to the next problem and implement that one quicker, better, faster. I think the first impact is just being able to solve more problems, just being able to really apply some benefits in a lot more areas. The second thing is that we're looking at problems differently, the way that problems used to be solved is changing, and that's most powerfully noted, as we see, at this conference by what's happening with artificial intelligence and with all the accelerators that are being released in machine learning and the like. There's a big difference in just how we're solving the problems that impacts it. >> What are some of the problems that you guys are attacking now, obviously AI's got a lot of goodness to it. What are some of the challenges that you're attacking for customers, what are some examples? >> Our customers have varying problems as they're looking to capitalize on artificial intelligence. One of the big problems is where do I start, right? Often you'll have a big hype cycle where people are really interested, executives are really interested, and I want to use AI, I want to be an AI-enabled company. But they're not really sure where to start. One of the areas that we're really hoping a lot of our customers do is identify where the low hanging fruit is to get immediate value. And at the same time, plan for longer strategic types of opportunities. The second area is that one of the faults that we're seeing, or failure points that we're seeing in using artificial intelligence is failure to launch. What I mean by that is there's a lot of great modeling, a lot of great prototyping and experimentation happening in the lab as it relates to applying AI to different problems and opportunities, but they're staying in the lab, they're not making it in to production, they're not making it in to BAU, business as usual processes inside organizations. So a big area that we're helping our clients in is actually bridging that gap, and that's actually how I refer to it, I refer to it as mind the gap. >> That is a great example, I hear this all the time, classic. Is it, what's the reasons, just group think, I'm nervous, there's no process, what's holding that back from the failure to launch? >> There's a few things. The first is that a lot of traditional IT organizations embedded in enterprises don't necessarily have all of the skills and capabilities or the depth of skills and capabilities that they need to deploy these models in to production. There's even just basic programming types of gaps, where a lot of models are being constructed using things like Python, and a lot of traditional IT organizations are Java shops and they're saying what do I do now? Do I convert, do I learn, do I use different talent? There's technology areas that prove to be challenging. The other area is in the people, and I actually spoke with an analyst this morning about this very topic. There's a lot of organizations that have started productionalizing some of these systems and some of these applications, and they're a little bit discouraged that they're not seeing the kind of lift and the kind of benefits that they thought they would. In most cases-- >> Who, the customers or the analysts? >> The customers. >> OK, alright. >> Yeah, I was having a conversation with an analyst about it. But in most cases, it's not that the technology is falling short, it's not that the model isn't as accurate as you need it to be, it's that the workforce hasn't been transitioned to utilize it, the processes haven't been changed. >> Operationalizing it, yeah. >> The user interfaces aren't transitioning the workforce to a new type of model, they're not being retrained on how to utilize the new technology or the new insights coming from these models. >> That's a huge issue, I agree. >> Isn't there also, Traci, some complacency in certain industries? I mean you think about businesses that haven't yet totally transformed, I think of healthcare, I think of financial services, as examples that are ripe for transformation but really haven't yet. You hear a lot of people say well, it's not really urgent for us, we're doing pretty well, I'll be retired by then, there seems to be a sense of complacency in certain segments of enterprises. Do you see that? >> I do. And I'll say that we've seen a lot more movement in some of those complacent industries in the last six to 18 months than we have previously. I'll also say going back to that where do I start element, there's a lot of organizations that have pressing business challenges, those burning platforms, and that's where they're starting and I'm not advocating against it, I'm actually advocating very much for that, because that's how you can prove some real immediate value. Some organizations, particularly in life sciences or financial services, they're starting to use these technologies to solve their regulatory challenges. How do I comply faster, how do I comply better, how do I avoid any type of compliance issues in the future, how do I avoid other challenges that could come in those areas? The answer to a lot of those questions is if I use AI, I can do it quicker, more accurately, etc. >> Are you able to help them get ancillary value out of that or is it just sort of, compliance a lot of times is like insurance, if I don't do it I get in trouble or I get fined. But are you able to, this is like the holy grail of compliance and governance, are you able to get additional value out of that when you sort of apply machine intelligence to solve those problems? >> That's always the goal. Solving the regulatory problem is certainly what I would say are the table stakes, right? The must-have. But the ability to gain insight that can actually drive value in the organization, that's where your aim really is. In fact, we've worked with a lot of organizations, take life sciences, we've worked with some life sciences organizations that are trying to solve some compliance issues and what we've found is that many times in helping them solve these compliance issues, we're actually gathering insights that significantly increase the capability of their sales organization, because the insights are giving them real information about their customers, their customers' buying patterns, how they're buying, where they might be buying improperly. And it's not the table stake of what we're trying to do, the table stake was maybe contract compliance, but the value that they're actually getting out of it is not only the compliance over their distributors or their pharmacies, but it's also over the impact that they're going to have on their sales organization. For something like an internal audit department to have value to sales, that' like holy grail stuff. >> Yeah, right, yeah. >> What about the data challenges? Even in a bank, who's essentially a data company, the data tends to be very siloed, maybe tucked away in different business units. How are you seeing organizations, how are you helping organizations deal with that data silo problem, specifically as it relates to AI? >> It used to be that the devil was in the details, but now the devil's in the data, right? >> I love that. >> There was a great Harvard Business Review article that came out, and I think Diane Green actually quoted this in one of her presentations, that companies that can't do analytics well can't do AI yet. A lot of companies that can't do analytics well yet, it isn't because they don't have the analytical talent, it's not because they don't know the insights they want to drive, it's because the data isn't in the right format, isn't usable to be able to gain value from it. There's a few different ways that we're helping our clients deal with those things. Just at the very basic level is good data governance. Do you have data stewards that are owning data, that are making sure that data is being created and governed the right way? >> That's a huge deal, I imagine-- >> Inequality and. >> It's huge. >> Inequality-- >> inequality, meta data. >> Garbage in, garbage out. >> Lineage of data, how it's transformed. Being able to govern those things is just imperative. >> It could be just a database thing, could be a database thing, too, it's one of those things where there's so many areas that could be mistakes on the data side. Want to get your thoughts on the point you said earlier which I thought was about technology not coming out and getting commercialized or operationalized. For a variety of reasons, one of them being processes in place, and we hear this a lot. This is a big opportunity, because the human side of these new jobs, whether you're operating the network, really they need help, customers need help. I think you guys should do a great job there given the history. The other trend that came out of the keynote today I want to get your reaction to is there's a tweet here, I'll read it, it says "GCB Cloud will start serving "managing services, enterprise workloads, including Oracle, RAC and Oracle exit data, and SAP HANA through partners." Interesting mind shift again, talk about a mind shift, OK. Partners aren't used to dealing with multi-vendors, but now as a managed service will change the mechanism a bit on delivery because now it's like OK, hey, you want to sling some APIs around, no problem. You want to manage it, we got Kubernetes and Istio. You want a little Oracle with a little bit of HANA? It brings up a much more diverse landscape of solutions. >> It does. Which makes the partners like sous chefs. You can cut the solutions up any way you want. To your point about going faster, to the next challenge. Normal, is that going to be the new normal, this kind of managed service dashboarding? You see that as the... >> I think it is, and I'll take it a step, sir, I'll take it a step further beyond managed service and actually get a little more discreet. One of the things that we're doing increasingly more of is insights as a service, right? If you think about managed service in the traditional sense of I've got a process and you're going to manage that process end to end for me, that technology end to end for me, I do think that that's going to slowly become more and more prevalent. That has to happen with our movement to putting our applications in the cloud, and our ERPs in the cloud. I think it is going to become more of the norm than the less but I also think that it's opening the door for a lot of other things as a service, including insights as a service. Organizations can't find the data science talent that they need to do the really complex types of analysis. >> Your insights as a service comment just gave me an insightful, original idea, thank you very much. >> You're welcome. >> I'll put this in the wrap-up, Dave, when we talk about it. Think about insight as a service, to make that happen with all the underpinning tech, whether it's Oracle or whatever, the insights are an abstraction layer on top of that so if the job is to create great experiences or insights, it should be independent of that. Google Cloud is bringing out a lot more of the concept of abstractions. Kubernetes, Istio, so this notion of an abstraction layer is not just technical, there's also business logic involved. >> Yeah, absolutely. >> This is going to be a dream scenario for KPMG, >> We think so. for your customers, for other partners. Cause now you can add value in those abstraction layers. >> Absolutely. >> By reducing the complexity. Well Oracle, that's not my department, that's HANA's, that's SAP, who does that? He or she's the product lead over it, gone. Insights as a service completely horizontally flattens that. >> Yeah, and to that point, there's magic that happens when you bring different data together. Having data silos because their data's in different systems just, that's the analytics of 1990. Organizations can't operate on that anymore, and real analytics comes when you are working at a layer above the system's and working with the data that's coming from those systems and in fact even creating signals from the data. Not even using the data anymore, creating a signal from the data as an input to a model. I couldn't agree with you more. >> Whole new way of doing business. This is digital transmitting, this is the magic of Cloud. Traci, great to have you on. >> Yeah, thanks for having me. >> It's going to be a whole new landscape changeover, new way to do business. You guys are doing a great job, KPMG, Traci Gusher. Here inside theCUBE talking about analytics AI. If you can't do analytics good, why even go to AI? Love that line. theCUBE bringing you all the data here, stick with us for more after this short break. (bubbly electronic tones)

live from San Francisco it's the cube covering Google cloud next 2018 brought to you by Google cloud and its ecosystem partners ok welcome back everyone we're live here in San Francisco this is the cubes exclusive coverage of Google clouds event next 18 Google next 18 s the hashtag we got two great guests talking about services kubernetes sto and the future of cloud aparna scene how's the group product manager of kubernetes and we have hen goldberg director of engineering of google cloud - amazing cube alumni x' really awesome guests here to break down why kubernetes why is Google cloud really doubling down on that is do a variety of other great multi cloud and on-premise activities guys welcome to the queue great to see you guys again thank you always a pleasure and again you know we love kubernetes the CN CF and we've talked many times about you know we were riffing and you know Luke who Chuck it was on Francisco who loves sto we thought service meshes are amazing you guys had a great open source presence with cube flow and a variety of other great things the open source contribution is recognized by Diane green and the whole industry as number one congratulations why is this deal so important we're seeing the big news at least for me this kind of nuances one datos available you get general availability we're supposed to be kind of after kubernetes made it but now sto is now happening faster why so what we've seen in the industry is that it only becomes too easy to create micro services or services overall but we still want to move fast so with the industry today how can you make sure that you have the right security policies how do you manage those services at scale and what if tio does really in one sense is to expand it it's decoupled the service development from the service operations so developers are free they don't need to take care of monitoring audit logging network traffic for example but instead the operation team has really sophisticated tool to manage all of that on behalf of the developers in a consistent way you know Penn and I did a session yesterday a spotlight session and it covered cloud services platform including ISTE oh we had a guest from eBay and eBay has been with Google kubernetes engine for a long time and they're also a contributor to the kubernetes open source project they talked about how they have hundreds of micro services and they're written in different languages so they're using gold Python Ruby everything under the Sun and as an operator how do you figure out how the services are communicating with each other how do you know which ones are healthy so they I asked him you know so how did you solve that complexity problem and he said boom you assist EO and I deployed this deal it deploys as just kind of like a sidecar proxy and it's auto injected so none of your developers have to do anything and then it's available in every service and it gives you so much out of the box it gives you traffic management it gives you security it gives you observability it gives you the ability to set quotas and to have SL o--'s and and that's really you know something that operators haven't had before describe SL lows for a second what is why is that important objectives so you can see an example so you can have an availability objective that this service should always always be available you know 99.9 percent of the time that's an SLO or you know the response rate needs to be have a certain type of latency so you can have a latency SLO but the key here with this deal is that as an operator previously Jeff was working Jeff from eBay he was working at the at the VM or container or network port level now he's working at the service level so he understands intelligence about the parts of the application that weren't there before and that has two things it makes him powerful right and more intelligent and secondly the developer doesn't need to worry about those things and I think one of the things for network guys out there is that it's like policy breeze policy to the equation now I want to ask course on the auto injections what's the role of the how much coding is involved in doing this zero coding how much how much developer times involved in injecting the sidecar proxies zero from a developer perspective that's not something that you need to worry about you you can focus on you know the chatbot your writing or the webpage your writing or whatever logic you're developing that's critical for your business that's gonna make you more competitive that's why you were hired as a developer right so you don't have to worry about the auto injection of sto and what we announced was really managed it's d1 gke so that's something that Google will manage for you in the future oh go ahead I want less thing about sto I think it also represented changing the transformation because before we were all about kubernetes and containers but definitely when we see the adoption the complexity is much broader so in DCP were actually introducing new solutions that are appropriate for that so easier for example works on both container eyes applications and VM based applications cloud build that we announced right it also works across applications of all types doesn't have to be only containers we introduced some tools for multi cluster management because we know all customers have multi cluster the large ones so really thinking about it how is in a holistic way we are solving those problems we've seen Google evolve its position in the enterprise clearly when we John and I first started talking to Google about cloud is like everything's going to cloud now we're seeing a lot of recognition of some of the challenges that enterprises face we heard a lot of announcements today that are resonating or going to resonate with the enterprise can you talk about the cloud services platform is that essentially your hybrid strategy is it encompass that maybe you could talk about that little bit closer services platform is a big part of our hybrid cloud strategy I mean for as a Google platform we also have networking and compute and we bridge private and public and that's a foundation but cloud services platform it comes from our heritage with open source it comes from our engagement with many large enterprises banks healthcare institutions retailers do so many of them here you know we had HSBC speaking we had target speaking we know that there are large portions of enterprise IT that are going to remain on premise that have to remain on premise because you know they're in a branch office or they have some sort of regulatory compliance or you know that's just where their developers are and they want to have a local environment so so we're very very sensitive and and knowledgeable about that and that's why we introduced cloud services platform as Google's technology in your environment on Prem so you can modernize where you are at your own pace so some of the things we heard today in the keynote we heard support for Oracle RAC and Exadata and sa P that's obviously traditional enterprises partnership with NetApp cloud armor shielded VMs these are all you know traditional enterprise things what enterprise grade features should we be looking for from cloud services platform so the first one which I actually love the most is the G key policy management one of the things we've heard from our customers they say okay portability is great consistency great but we want security portability right they now have those all of those environment how can they ensure that they're combined with the gtp are in all of their environments how they manage tenants in all of their environments in the same way and G key policy measurement is exactly that okay we're allowing customers to apply the same policy while not locking them in okay we're fully compatible with the kubernetes approach and the primitives of our bug enrolls but it is also aligned with G CPI M so you can actually manage it once and apply it to all your environment including clusters kubernetes cluster everywhere you have so I expect we'll have more and more effort in this area I'm making sure that everything is secured and consistent auto-scaling is that enterprise greed auto-scaling yes yes I mean auto-scaling is a inherent part of kubernetes so kubernetes scales your pods automatically that's a very mature I mean it's been stable for more than a year or probably two years and it's used everywhere so auto skip on auto scaling is something that's used and everywhere the thing about gke is that we also do cluster auto scaling cluster auto scaling is actually harder and we not only do it for CPU as we do it for GPUs which is innovative you know so we can scale an auto scale and auto implements Auto provision your GPUs if you machine learning we're gonna bring that on-prem - it's not in the first version but that's something that with the approach that we've taken to GK on Prem we're gonna be adding those kinds of capabilities that gonna be the go on parameters it's just an extension just got to get the job done or what time frame we look API that we've built it's a downward API that works with some sort of hardware clustering technology right now it's working with vSphere right and so it basically if you're under an underlying technology has that capability we will auto scale the cluster in the future you know I got to say you guys are like the dynamic duo of kubernetes seen you in the shows you had Linux Foundation events talk about the relationship between you guys you have an engineering your product management how were you guys organizer you're moving fast I mean just the progress since we've been interviewing you to CN CF segoe all just been significant since we started talking on the cube you see in kubernetes obviously you guys have some inside knowledge of that but it's really moving fast how is the team organized what's the magic internal formula that you guys are engineering and you guys are working as a team I've seen you guys opens is it just open stores is the internal talk about some of the dynamics we're working as one team one thing I love mostly about the Google culture is about doing the right thing for the user like the announcements you've seen yesterday on the on the keynote there are many many teams and I've been working together you know to get that done but you cannot see that right you don't see that there are so many different teams and different product managers and different engineering managers all working together but well I I think where we are right now I know is that really Google is backing up kubernetes and you can see it everywhere right you can see with ours our announcement about key native yeah for example so the idea of portability the idea of no lock-in is really important for us the idea of open cloud freedom of choice so because we're all aligned to that direction and we all agree about the principles is actually super easy to the she's very modest you know this type of thing doesn't just happen by itself right I mean of course google has a wonderful culture and we have a great team but I you know I really enjoy working with hen and she is an amazing leader she is the leader of the engineering team she also brings together these other teams you know every large company has many teams and the announcement at the scale that we made it and the vision that you see the cohesiveness of it right it comes from collaboration it comes from thinking as a team and you know the management and leadership depend has brought to the kubernetes project and to kubernetes and gke and cloud services platform is phenomenal it's an inspiration I really enjoy the progress congratulate and it's been great progress so I hear a lot of customers talk about things like hey you know they evaluate vendors you know those guys have done the work and it's kind of a categorical way of saying it's complete they're working hard they're doing the right things as you guys continue this mission what's some of the work that you're continuing to what's the work that you guys are doing the work we see some of that evidence if it does ascribe to someone says hey have you done the work to earn the cred in the crowd cloud what would it be how would you describe the work that you've done and the work that you're doing and continue to do what does that work what would you say that I mean I hope that we have done the work to you know to earn the credit I think we're very very conscientious you know in the kubernetes open source project I can say we have 300 plus contributors we are working not just on the future functionality but we work on the testing and the we work on the QA we work on all the documentation stuff we work on all the nitty-gritty details so I think that's where we earn the credit on the open source side I think in cloud and in Enterprise do well you're seeing a lot of it here today you know the announcements that you mentioned we're very very cognizant and I think the thing I like about one of the things that Diane said I liked very much as I think the industry underestimates us well when you talk about well we look at the kubernetes if I can call it a playbook it took the world by storm obviously solving some of your own problems you open source it develop the community should we think about it Co the same it's still the same way are you going to use that sort of similar approach it seems to be working yes doing open source is not easy okay managing and investing and building something like kubernetes requires a lot of effort by the way not just from Google we have a lot of people that working full time just on kubernetes the way we look at that we we look about the thing that we have valued the most like portability for example if there is anything that you would like to make a standard like with K native those are kind of thing that we really want to bring to the industry as open source technologies because we want to make sure that they will work for customers everywhere right we need we need to be genuine and really stand behind what we were saying to our customers so this is the way we look at things again another example you can see about Q flow right so we actually have a lot of examples or we want to make sure that we give those options so that's one it's one is for the customer the second thing I want actually the emphasize is the ecosystem and partners yeah we know that innovation not a lot of innovation will come from Google and we want to make sure that we empower our powders and the ecosystem to build new solutions and is again another way to do it yes I mean because we're talking before we came on camera about the importance of ecosystems Dave and I have covered many industries within you know enterprise and now cloud and big data and I see blockchain on the horizon another part of our coverage area ecosystems are super important when you have openness and you have inclusion inclusion Airy culture around building together and co-creation this is the ethos of open source but people need to make money right so at the end of the day we're you guys are not you're not a non-profit you know it's gonna make profit so instead of the partners so as the world turns to cloud there's going to be new value opportunities how do you guys view that ecosystem because is it yeah is it more educational is it more just keep up a lot of people want to be on the right side of history with cloud and begin a lot of things are changing how do you guys view that ecosystem in terms of nurturing it identifying it working with it building it sharing what's your thoughts sure you know I I believe that new technology comes with lots of opportunity we've seen this with kubernetes and I think going forward we see it it's not a zero-sum game you know there's a huge ecosystem that's grown up around kubernetes and now we see actually around sto a huge ecosystem as well the types of opportunities in the value chain I think that it changes it's not what it used to be right it's not so much I think taking care of hardware racking and stacking hardware it's higher level when we talked about SEO and how that raises the level of management I think there's a huge role for operators it's a transformative role you know and we've seen it at Google we have this thing called site reliability engineering sre it's a big thing like those people are God you know when it comes to your services I think that's gonna happen in the enterprise that's gonna be a real role that's an Operations role and then of course developers their life changes and I think even like for regular people you know for kids for you and I and normal people they can become developers and start writing applications so I think there's a huge shift that's a huge thing you're touching on a lot of areas of IT transformation you know talking about the operations piece we've touched upon some of the application development how do you guys look at IT transformation and what are some of your customers doing IT transformation is enabled by you know this raising of the level of abstraction by having a multi cluster multi cloud environment what I see in in the customer base is that they don't want to be limited to one type of cloud they don't want to be limited to just what's on Prem or just what's in one you know in any one cloud they want to be able to consume best-of-breed they want to be able to take what they have and modernize it even if it's even if they can't completely rewrite or even if they can't completely transform it they want to be able they wanted to be able to participate so they even they want their mainframes to be able to participate but yeah I had one customers say you know I I don't want to have two platforms a slow platform and a fast platform I want just a fast platform know about the future now as we end the segment here I want to get your thoughts we're gonna see CN CF s coming up to Seattle in a couple months and also his ST O's got great traction with I'll see with the support and and general availability but what's the impact of the customers because gke Google Cabernets engine is evolving to be the single in her face it's almost as ease of use because that's a real part of what you guys are trying to do is make it easy the abstraction layer is gonna create new business models obviously we see that with the transformation fee she were just mentioning the end of the day I got to operate something I'm a network guy I'm now gonna might be a operating the entire environment I'm gonna enable my developers to be modern fast or whatever they want to be in the day you got to run things got to manage it so what does gke turn into what's the vision can you share your thoughts on on how this transforms and what's the trajectory look like so our goal is actually to help automate that for our customers so they can focus elsewhere as we said from the operations perspective making things more reliable defining the SLO understanding what kind of service they want to provide their customers and our hope you know you can again you can see in other things that we are building like Auto ml okay actually giving more tools to provide those capabilities to the application I think that's really see more and more so the operators will manage services and they will do it across clusters and across environments this is this is a new skill set you know it's the sre skill set but but even bigger because it's not just in one cloud it's across clouds yeah it's not easy they're gonna do it with centralized policy centralized control security compliance all of that so you see us re which is site reliability engineers at Google term but you see that being a role in enterprises and it's also knowing what services to use when what's going to be the most cost effective the right service for the right job that's really an important point I agree I think yeah I think security I think cost perspective was something definitely that will see enterprises investing more in and understanding and how they can leverage that right for their own benefit the admin the operator is gonna say okay I've got this on Prem I've got these three different regions I have to be that traffic coordinator to figure out who can talk to who where should this traffic go there's who should have how much quota all of that right that's the operator role that's the new roles so it's a it's an opportunity for operations people who might have spent their lives managing lawns to really transform their careers yes there's no better time to be an operator I mean you can I want to be an operator and I can't tell you how my dear sorry impacts our team like the engineering team how much they bring the focus on customer the service we are giving to our customers thinking about our services in different ways I think that actually is super important for any engineering team to have that balance okay final questions just put you on the spot real quick answer great stuff congratulations on the work you guys are doing great to follow the progress but I'm a customer I'll put my customer hat on par in ahead I can get that on Amazon Microsoft's got kubernetes why Google cloud what makes Google cloud different if kubernetes is open why should I use Google Cloud so you're right and the wonderful thing is that Google is actually all in kubernetes and we are the first public cloud that actually providing a managed kubernetes on-prem well the first cloud provider to have a GCP marketplace with a kubernetes application production-ready with our partners so if you're all in kubernetes I would say that it's obvious yeah III see most of the customers wanting to be multi cloud and to have choice and that is something that you know is very aligned with what we're look at this crowd win open source is winning great to have you on a part of hend thanks for coming on dynamic duo and kubernetes is - a lot of new services are happening we're bringing all those services here in the cube it's our content here from Google cloud Google next I'm Jennifer and David Lonnie we'll be right back stay with us for more day two coverage after this short break thank you

>> Live from San Francisco, it's theCUBE, covering Google Cloud Next 2018. Brought to you by Google Cloud and its ecosystem partners. >> Hello everyone, welcome back. It's theCUBE here in San Francisco, live coverage of Google Cloud Next 2018. I'm John Furrier, Dave Vellante, our next guest is Ben Evans, who is the director of strategic alliances at Cisco, and Connie Tang, director of product management at Cisco here to talk about the alliance with Google Cloud and the relevance of the partnership around the collab. Welcome to theCUBE, thanks for joining us. >> My pleasure to be here. >> So, we've been covering Cisco for a long time, most recently with theCUBE in Orlando, and DevNet creates huge surge of developer action going on across the Cisco ecosystem, not just network engineering stuff, the normal Cisco greatness, but up the stack with the collaboration side just cloud natives attracting and really giving a lot of energy to the developers and customers at Cisco. So, the partnership with Google is interesting. So, can you guys just share the big news, the Cisco news and how that relates to the Google Cloud. >> Yeah, absolutely, so firstly, Connie and myself have been working on this partnership for quite a while. And, as you'd said, there's multi, kind of, facets to this. There's the developer piece, so the SDKs are announcing around Android and the way that developers can now imbed calling and meeting and messaging inside their specific applications, their vertical applications. And, then there's also native integrations we're getting into around scheduling meetings from calenderings. I can go in and schedule a Webex meeting very easily. It was talked about on stage, 74 percent of, sort of, document collaboration involves some sort of co-collaboration, so it's a very kind of peanut butter and chocolate as you think about Cisco's portfolio of real time communications and meetings and how this is evolving into the team collaboration experience. Together with Google's portfolio in terms of AI and how that fits in to ultimate these work flows and make life easier for users. And, also just how this comes together in a very seamless way to enable this kind of real time collaboration and creation of documents. >> So, take us inside the partnership. How did it start? I mean, it seems like a match made in heaven. You guys aren't trying to create your own infrastructures of service. Google needs an enterprise presence, so obviously Cisco has a huge enterprise presence. But, how did it start and where did it start? >> We actually started engaging with Cisco over a year ago, and different groups start engaging because there's actually customer demand from our corporate enterprise customers wanting better integration of a collab portfolio into various aspects of G Suite. So, we worked with the calendering team because they're coming up with a brand new architecture, and so we're actually one of four front partners who work directly with them providing them feedback in what enterprises what, and then integrating our scheduling capabilities of Webex meetings directly into Google Calender. So that's one piece, and then we also work with the Chromebook group because more and more customers are starting to use and deploy Chromebook, and so they want to have an ability to start Webex meetings and be able to share content and actually join Webex meetings directly on Chromebook. So, there's another effort that went on separately. And then there's a third effort that goes on with the Chrome group where we're leveraging the WebRTC within Chrome, so that people can join Webex meeting directly without having to do download any client. So, they just open the web browser. They can have audio. They can have HD video. They can see the share. They can share content just on Chrome. >> When? >> This is what we've been waiting for with cloud. This is really, I want to expand on this notion of services. >> Yes. >> And service centric view because it has to be clean whether it's an EPI, a message que, or an event. The user experience's got to be integrated very cleanly. >> Yes. >> This is really kind of, the ah-ha moment of when people taste the Cloud, and that's the benefit. Can, because this is really interesting. You've got Webex, you've got G Suite. Two different applications. >> Very different, yes. >> This is the benefit of the services. Can you just explain the importance and why IT and why enterprises want this. >> Enterprises want ease of use. Ease of use, ease of access, and ease of deployment. So, Chrome solves that problem. There's no deployment required, right? It's already there, it's available on every desktop. And, the one simple click to join and schedule a meeting makes it easy to use, so with that combination, end use is adopted really, really quickly. So, we're seeing some of the fastest adoption of web clients based on those kind of ease of use and ease of joining. >> How has the product uptake been? Because if you have a seamless user experience, you're probably getting more customers coming in, integrating in... >> Yes. >> From G Suite and vice versa. They're getting lift. How is that partnership working? Can you share some color around that? >> Yes, as Connie said, we've really seen it's accelerating. One stat I'll share is during March, we were adding around 11 hundred new G Cal integrations every day, so we were seeing customers that were using Webex meeting, they were using G cal, and they wanted those things to work better together. So, integrating those calendars to make it easier to schedule and join meetings. So, yeah, that's 11 hundred a day. It's pretty good uptake considering we weren't really promoting it. It was just there and available to that existing customer base, so. >> What can you guys share to enterprise IT, application developers, or managers who have traditionally lived in a stone pipe world of like, let's build an app, and we'll distribute the app, and you log in, you do all the things, monolithic app. To a world that's services lead are service centric where you still do an app, but you got to think differently around some of the design criteria around integrating in with other apps. What's some of the best practices that you guys have found? Because you've seen the network all the way up to the application stack issues. You've got Kubernetes and all these new things. What are some of the best practices that companies should be developing around? >> So, what I've seen companies most concerned about is applications affecting other applications on the desktop, and hence, breaking some of their services. The web services kind of completely remove that. Because there's a web browser, they don't have to worry about it impacting any of their installed applications. And so, what we find out as IT looks into this mode of deployment, it's not really a deployment, it's an enablement. They actually really advertise it to their end users. They actually rather end users use the web client than to have to install, and they have to test and slow the roll out. >> What do you guys see as, I mean, I'm old enough to remember when Lotus Notes was the state of the art collaboration. (laughs) >> That's real old. Man, that's old. >> I was digging myself. So, now you're talking a lot about integration, simplifying the experience, obviously video has come into play. >> Yes. What do you guys see as the mega trends and maybe give us a little glimpse of the road map as to what we can expect going forward whether it's AI or other data? Where does that all fit in? >> Yeah, I think you nailed it. So, there's this kind of better together, easy join, it's just table stakes right now. The ability for me to easily join a meeting, but where that's really rapidly going is the AI space. So, how can I augment that meeting? Before I join, how do I know about you as individuals, what you care about, what's happening with your company? So, a company acquisition we did recently, you know, fits into that in terms of how do we start surfacing information about the people. If I'm in the meeting, if I want to be able to click on someone and get more context about them. What happened in my previous engagements, what have we previously talked about? How do we surface that up in a timely fashion? And, when again you think about Google Calender and the information it knows about you as an individual, Cisco with the kind of matrix of who you're calling and what meetings have taken place, there's kind of a tantalizing thing there about how you blend that together. So, you surface the information, you automate this kind of, the repetitive, more mundane tasks, and free the people up to focus more on innovation and collaboration relationships. >> And the analytics opportunity is pretty big. >> Yeah, absolutely. >> I mean Diane Green said in her keynote, security is the number one worry, AI is the number one opportunity. By freeing up the mundane tasks, automating that away, the value will shift to up the stack. We were using a metaphor with Jennifer Lynd from Google. You know, when the horse and buggy was, you know, killed by the car, those jobs went away. There was no need for stuff, you know, the horse, the hay, and all that stuff. IT, same thing. Things are shifting, operations are changing. >> Yeah. >> This is fundamental. >> Context is a great example of that. You know, if you look at what's happening in that market, you know, the predictions that they're call flows are going to decrease isn't really happening. What's happening is you're going to multi-channel, and people are doing the more basic stuff online, just fixing issues, but when it becomes complex, when it becomes relationship, it becomes high enough value, then you want the personal interaction, so I think the way personally I look at AI is it will free up computers. They're doing this kind of more repetitive finding patterns, but when it comes to talking to the doctor about, you know, your condition or you're trying to build relationships, there's things that people just naturally do very well. And, plowing through lots of data to find patterns, we don't do great, so. >> It's actually quite amazing when you look at the trends over the last decade or so in terms of collaboration. I mean, it used to be, I was joking about Lotus Notes, but it used to be you'd request people to show up 15 minutes early so you could sort out all the problems. And now today, if you're like a minute late, people are like texting you, "Where are you? Let's go." So, we become so much more productive, and the protocol has changed. So, when you think about how machine intelligence is going to affect productivity going forward, it's potentially massive. >> Yeah, we see massive opportunities. As you know, to really get the benefit from AI, you need some pretty big data sets, so again, just thinking about Webex for a second, six billion minutes a month in meetings. I'm not saying we're going to push all that straight into Google, but when you think about what's tied up in those six billion minutes. >> A lot of video. >> What's been discussed, how easily can I unlock that? How do I get insights from it? How do I train models? It's like, again, the combination of huge data sets. >> AI would be just amazing. You just go, "Hey, I missed that Webex. Give me the highlight reel." >> Yes. >> Exactly. >> That would be great. >> Not only that, but how do you customize that for the individuals? >> Or if I missed the first ten minutes, can I go scroll back? Can I actually review, get the transcription? And, if I need some additional information, can I just pull it up and it shows up, you know, for me within the meeting, right? So, there's just massive opportunities that we're looking at. >> And, the user expectations, the new experience, that's what people are really designing around, what they're expectations should be. >> Yes. >> And they're making that user... Okay, Connie and Ben, I want to get one last question in before we break. Two parts, for each of you. What's the most important story from your perspective here at the show this week that you're talking about and sharing, and what's next for you guys? Ben, we'll start with you. >> So, yeah, my two answers are firstly, the initial kind of integrations we're putting together. People should go check that out because, you know, there's some very compelling use cases that we're fixing there. But, the big item is Cisco and Google working together to really tackle this kind of future of work, and the combination of those two portfolios is going to unlock some really interesting opportunities, and that's what the teams are kind of getting together, working on, defining, and stay tuned to kind of see those phase two, phase three deliverables. >> Future words. Great, Connie, from a product perspective, what's the hottest things that you've been talking about here, most important, and then what's next. >> Yeah, for us, it's really the Google and Cisco coming together in a collaboration space, working together to make it much easier and simpler for customers to deploy and use the products. And, also to explore new opportunities in transcription and AI, leveraging Google Assist right to, and just make it even better in the future. >> Scale up the experience. >> Yes. >> Probably expect some great developer opportunities going on. >> Yes. >> Exploring and reinventing the enterprise. That was Diane Green's theme. She'll be here on theCUBE breaking it down. I'm John Furrier with Dave Vellante. Live coverage, here we have Cisco collaboration inside theCUBE, big relationship, expansion with Google. New product integrations, the value of the services within the cloud. The new model for development and user experience. theCUBE bringing you all the content here on the floor. Stay with us for more live coverage after the short break. (upbeat music)

>> Live from San Francisco, it's theCUBE, covering Google Cloud Next 2018. Brought to you by Google Cloud and it's ecosystem partners. >> Hello everyone, welcome back to theCUBE's exclusive coverage of Google Cloud here at Moscone South, in San Francisco. I'm John Furrier with Dave Vellante, covering all the stop stories here, and day one of three days of coverage with siliconeangle.com, thecube.net for all the great content. Our next guest is Suzanne Frey, director of security, trust, and compliance and privacy at Google Cloud, welcome to theCUBE, thanks for coming in today. >> Thank you so much, it's a pleasure to be here today. >> Don't you love the cube that Google built out here, fits the theme, it's beautiful. >> It is mighty fly, it is awesome. It's so exciting. >> That's great. Great to see Google kind of go the next level. The energy, the people in the company I've talked to, we've been following Diane's career since VMware. I knew she was an investor in Cloud, theCUBE actually started at the Cloud Air office when they got their first round of funding, so really a savvy industry executive. Now two years in the gestation period you can kind of see it. The best of Google being exposed to the world is really kind of a great strategy, we've been commenting on that, but one of things Google has, and has had for a long time is, they've had that really open culture of openness, open source, but trust; "Do no evil's" the slogan and they have all this expertise. >> Yep. >> Is your job to harness that. Take a minute, what is your job? Are you brokering all this greatness? Are you shepherding it? Are you influencing product? What's your role? >> My role, specifically, is to ensure that we make Google Cloud the most trusted place for user data. Now, trust is a multi-faceted thing. I often say that trust starts with making sure that what you expect is what you experience. That's the foundation of it and so my job is first to start there and make sure that everything that we do is in line with the customer's expectations and it's in line with what they experience once they're in the Cloud and that's everything from making sure that we're compliant, that we handle their data responsibly in line with all the rules and regulations around the world which vary greatly. You know all the way through to making sure that we're building exceptional, simple, smart, and secure products every single day across our stack. So that's my job and it's to galvanize that, not just in product and not just in expectations, but also in the people we hire and the culture we engender. >> You know it's interesting, we live in an interesting time right now, and as they say, if you look at the global landscape; from politics, play, to technology, a transformation is happening where security trust, the data, you got GDPR happening in Europe, you got fake news on Facebook, you got users not trusting where's my data, so you have this cultural dynamic, kind of independent of the mission of the big companies where there's an opportunity to use AI for good. There's an opportunity to have a compliance model that's going to maintain that. How does that affect you guys? I'm sure it does in some way, but this is on the minds of people. Surely no one want to be hacked, they want their data to be secure. I want to control my data. I want my data to be leverageable. I want to get utility out of the system, Because it's something bigger with Google Cloud, it's not part of a system. How are you guys talk about that internally? What are some of the conversations that you guys have around this cultural shift? >> It's day one of any new product of feature we develop, those conversations occur. It's part of our process in developing any new product or feature. We have a team, in fact a large portion of my organization is entirely dedicated to reviewing and scrutinizing every single feature, every single new product we bring to bear. Even if a customer wants to build, or I should say, even if an internal developer wants to build a new model, our team is responsible for reviewing that and making sure it's in line with the commitments we have to both legal commitments as well as our customers. So it's part of, and it continues all the way through to the point where I hit the launch button and say, "This is okay to go." >> (laughs) Nice. >> So the way you measure trust is that the expectations match the experience. Now when I look at your scope, we run our business on your scope. G-mail, Inbox, I personally love Inbox, I'm like an Inbox ambassador. >> Fantastic. >> And so thank you for developing that product. Google Drive, Docs, Sheets, you count it, I mean we run our business on your products. And so I wonder sometimes are we doing it right? Some of the challenges we have I think are onboarding and off-boarding folks. When somebody leaves the company or comes on the company you want to give them access to certain sheets or certain documents and then you sort of forget to take them off. How do you handle that? What's best practice there? Are you develop tooling around that? Maybe you could take about that a little bit. >> So we do it in many, many ways. And there certainly are best practices, they are documented out there through a number of tools and papers that we produce. We also have partners that work with our customers that engender those practices, but also then we bake the technology in so that you don't have to think about these things. And a good example would be; we released Team Drives last year. Team Drives is a great example of how you manage documentation for the inbound and outbound employees. It used to be that somebody'd actually have to think, "oh wait, Joe's no longer on this, We need to move him off," And all of that. But with the Team Drive that's handled automatically. Groups is another way. Google Groups is a great way to manage access to information and the like. And then we have tools like IRM, that allow you to sort of manage copying and forwarding information. And there's some more announcements that are coming tomorrow that'll let you also handle some of these things, but I can't talk about them quite yet. So stay tuned. >> You didn't want to release it too early. >> Can you talk about how you go to market with those cause every now and then I'll get a phone call or an e-mail from somebody at Google trying to either introduce me to something, maybe sell something, but it's kind of intermittent. What's the go-to market to inform people? We're obviously a small company. We heard today, "we want to help small, large, start-ups, big companies, governments." How do you guys go to market? >> We do it in lots of different ways. We certainly leverage our communication channels online heavily and we've been ramping up, I mean our investment in marketing and Cloud and getting all of these things, I mean you can see I right here at Next. This is a huge example of how we're trying to get the word out. We're at large across all of our verticals, across all of our customer sets, because I think that is information management and so that you understand, "hey I have these great tools to bear." That's super important for us to get right and we're continuing to evolve it. >> One of the things I always admire about Google from day one, the mission has always been speed. Load the pages faster, find what you're looking for, organize the information. With security and trust now, we were talking before we came on camera, I see Cloud as an opportunity, AI's an opportunity, as Diane Green said, security is the number one worry. Dave's asked this question every year, going back to since 2012, is security a do-over with the Cloud? You guys have such great experience with Sass and Cloud; is it an opportunity for customers going Cloud-native to do security over. Your thoughts? >> Well I think about this, so ill answer this in two ways, for us at Google it's not a do-over, it's been part of our DNA from day one because we were born in the Cloud. From the moment we started to think about how we design a data center to how we design a server to how we retire discs, this was mentioned in the keynote, that's been part of our DNA from day one. So for us we don't believe it's a do-over, we actually believe we're ahead of Darwin in terms of security, well ahead of it. And we'll put our words behind it, that we do believe, bar none, that we are the most secure cloud out there. Certainly customers using G-Suite, Chromebooks, Security Keys, we mentioned that at the keynote this morning as well- zero account hijackings. No one else can make that claim and we're proud to do it. For customers, however, I think many customers are realizing Patch Tuesdays and heterogeneous operating systems and tons of different platforms with customers that are storing information on their hard drives or their thumb drives- its a nightmare for many customers who have been operating on premise for many years and I think they're waking up to realize, "wait a minute, you're going to take care of all of that. You're going to take care of it. One operating system. All managed from the Cloud. One place. My documents are going to sit there. Oh my gosh, I can sleep again if I move to the Cloud." and that's really part of the overall narrative here. >> Just to follow up on that, so that was Chromebook, G Suite, and Two-factor authentication right? >> Yes. >> You called it Titan Security, is that right? >> Yes, Titan Security Keys, correct. >> And the Two-factor authentication comes from what, is it a dongle or- >> It's actually hardware based so if you think about- two-factor's not a new term, two-factor's been around for a long time. A lot of people would have these tokens that would generate a numeric key and you'd look at that and you'd plug it in. Well that's phishable actually, that key gets transmitted when you actually authenticate and that can be picked up. >> Exposed, yeah. >> Exposed. With hardware, its all base of the hardware, there's no key that's exchanged. It's all authenticated to your device and that makes it un-phishable. >> You don't think about it. >> Yeah, exactly. >> So lets talk about compliance for a second. That's part of your job. Honestly we see this year was kind of a- the earthquake, the tectonic plates of GDPR. >> Yes. (laughs) >> Certainly Google's experience, a little fine in the EU of some other areas of your business. Obviously data is a regional thing, obviously in Germany we know what's going on there, so as a customer goes global, you could be in the US, there's now policies that need to be implemented. Is that where softwares going to help? How are you guys talking to your customers and what's the solution that you guys see for compliance and making it seamless because it's a real hassle. >> Yep. >> Some sites and some companies aren't deploying their solution. Their website has been stripped down because they couldn't comply with the GDPR regulation which gives the users the ability to essentially tell you to forget me and all kinds of other things, I don't want to get into it, but the point is, that it puts the pressure on companies, like literally overnight, where it was policy. People in the database world know that data sprawls is a huge problem- people don't even know where the data is. What data base is that on. This is a huge issue. How do you guys talk about that? >> Well first I'll say that compliance is always a shared responsibility between ourselves and our customers. However, those customers who have worked with us, and have been going Cloud-native with us have found that the journey to be much much less friction-full, I will say, or I'd say its more friction-less. Because we are the team that's had to really implement the technical controls around the GDPR. And I want to emphasize, GDPR is incredibly important legislation. We believe it's very important. Two years ago we launched an initiative to be sure we were compliant on time. We're proud to say that we were among the first to announce that compliance in the Cloud. And we're really happy. Our customers have been happy. And our relationships- we take on a large responsibility for maintaining relationships with the legislators and the regulators around the world Many companies can't scale to do that and by going with Google you know you've got a tight and good relationship, a company that is focused on maintaining good relationships world-wide on that front and it's been important. >> So two years before GDPR went into effect, that's much better, most companies were two months before the fines went into effect. (laughs) >> It was roughly about two years, it wasn't quite exactly two years between the time it was announced, but it was close to that. >> But it's not just the technology problem too, which makes it so hard, it's a lot of people and a lot of process. >> Absolutely, yes. >> Shared responsibility as you said just now. >> Yes, and the fact that the data's all in one place of the Cloud, again, makes a huge huge difference with your posture, and your compliance posture for GDPR. >> Susanne, you've been at Google for over a decade, what's motivating you these days, obviously the Cloud market's pretty hot, so that's kind of a nice wave to be on. What's the culture like at Google now? What's the DNA? What's the in- cause Google Cloud's got to spring to their step, we can obviously feel it. We can see the results. But it's just the beginning of this new wave. >> Yep, yep. >> What's exciting you and what's the DNA of Google culture? Google Cloud culture? >> Well Sundar echoed this this morning and I was so happy to hear it. I'm at Google because of the mission. I'm here to manage the world's information, make it universally accessible and useful and secure. (laughs) I will add the "and secure" to my mission. I came because that was so exciting to me. As a kid I never got Encyclopedia's because my father was like, "there going to be out of date." (laughs) He know instantly. >> Data quality number one, he was smart. Data scientist- >> Yes he was, he was. And when Google started to evolve, I was so excited. I'm like, "oh my gosh, look at what's happening to information management in the world." And that's why I'm here and I'm surrounded by other fellow citizens who are so excited about that but also excited about the challenge of keeping information secure. So that's what excites me and to work around so many great data scientists and software engineers and site reliability engineers and customer engineers. Google is about engineering at it's core but we take such a human approach to working with our customers. Understanding how important their information, their productivity in the Cloud is, their security in the Cloud is, and that's what excites me every single day. >> Final question for you; talk about what you're working on. What's your guiding principles for your organization. Where are you guys hiring- obviously you mentioned earlier, which I loved, the expectation is the experience should match; that's a great quote, I think that's important but I would argue that, to add to that complexity, is that expectations that are coming are not yet known. You saying things like "block chain" for instance, that kind of hit a lot of exciting areas around security, decentralization, decentralized applications, token economics. So you're seeing the world starting to get a little bit different where those expectations are not yet seen. So you got to get out in front of that. How are you guys managing that? How are you hiring? What's the vision? >> Sure. So there's sort of three pillars that Prabhakar Raghavan talked about this morning; simple, smart, and secure. Those are kind of our guiding principles for everything we do and, for example, G Suite. How we're thinking about the future, well we're very very lucky that we are always getting low latency signals about what's happening in the world right now. We talk about spam and phishing protection and things like that and we get billions of signals every single day about malicious information or malware, ransomware, those sorts of things. So we have a very low latency view into what's happening at the next minute around the world in that respect. And that gives us a competitive edge in terms of really thinking about what's the next thing that's going to happen. We certainly know that machine learning, whether it's smart compose and smart reply, or it's actually based in security, an anomaly detection. What's an anomaly to one company, is not necessarily an anomaly to another, depends on what business you're in and the like. So investing in machine learning and understanding how to be that security guardian for our customers in an automated fashion, so the people don't have to worry about security, but we've taken care of it for them. That's the holy grail and that's what we're investing in right now. >> Suzanne thank you so much for coming on theCUBE, really appreciate it. We were just talking before we came on, Dave and I, before we went live that if security and some of these complexities can be just services under the wire, like electricity. All cue-ade before we even turn the lights on of computing. That's kind of the goal. (laughs) So we're super early. >> Yes, absolutely. >> That's great. Director of security, trust, compliance, and privacy at Google Cloud's theCUBE. Live coverage, stay with us. This is day one of three days of wall-to-wall coverage. I'm John Furrier, Dave Vellante, we'll be right back. >> Thank you. (techno music)

>> Live from San Francisco. It's theCUBE covering Google Cloud Next 2018. Brought to you by Google Cloud and its ecosystem partners. >> Hey welcome back everyone. It's theCUBE live here in San Francisco for Google Next 2018. I'm John Furrier with Dave Vellante. This is day one of wall to wall three days of live coach here on the floor. Our next guest is Karthik Lakshminarayanan who is the director of product manage for cloud identity, one of the core products at the edge authenticating users, people, and applications and devices. Karthik thanks for coming on. >> Yeah thank you, it's great to be here. >> So take a minute to explain because obviously cloud identity, we've seen identity systems in the enterprise, anyone who's dealt in the enterprise who have been buying I.T., who have been buying I.T. stuff. >> Yes. >> That's around identity and then something new comes out and I got to refresh that, I got to buy this, rip this out, replace this. So identity has been super important but it's been kind of stovepiped within applications. The cloud is horizontally scaled but the benefit of the cloud is that you kind of do it once, if you do it right, architecturally you can scale it. >> Absolutely. >> Take a minute to explain how cloud identity works, and how does it fit into the future of what people expect from the cloud. >> Yeah, absolutely, thank you. And cloud identity, our solution is to help organizations securely manage people, applications, and devices in the cloud. So it's exactly like what you're talking about. User identity is evolving because organizations are now coming in and saying "What is this mobile cloud thing? "How do I adjust?" Because users are getting increasingly trained on continual like behavior they just want to turn on, connect to their cloud services, use their mobile devices and be up and running. Organizations have been trained for years to think about the corporate network as their security parameter, so how does that happen in the cloud when the data is no longer on premises? So that's what we do with cloud identity where we look at signals from your users, from your devices, and other things that we're trying to do and give you a different way of accessing the cloud. >> For the folks watching who might have missed the keynote it's going to be on demand, go to YouTube, but I'm sure it's on the Google Cloud channel. Now one of the things Diane Green said, and then also we saw in the demos, we were talking before we came on camera was, you showed a demo of basically cloud and on-prem solution, looked just like one dashboard just the note and the network, and everything's kind of clean. Diane Green then mentioned that when she came to Google Cloud 20 years ago, was to just share what was already built over 25 years or 20 years to the masses. So okay, that's cool. But the question I want to ask you is, people don't want to be like Google or buy Google stuff to implement it in their non Google environment. They want to use the Google services. So they want the benefits of what you guys have experienced, so this is kind of a cultural nuance within Google Cloud where it's like you don't have to tell them be like Google, just use the services. Identity is super important. You have all this institutional knowledge, and low latency signals, from whether it's Android, Chrome, search, user experience. How are you guys putting that into.. Does that help your product? Is that a benefit of the cusp? Or is that more of a future thing? Because when you're at a service I can almost see identity as a service scaling to a point where all these things are kind of taken care of. What's your vision? >> Yeah, absolutely. A couple things. One is something called BeyondCorp. I think a lot of folks are familiar with, it stands for beyond the corporate network. And I want to touch on a couple things. One, is that today we make the access decisions based on who you are as a user, the state of your device, and then context. And context is really king now in a cloud based world. Where we look at signals, signals around the data that we can get even from our consumer services, but carefully curated and making sure we meet all of the compliance policies. Where we can now look at these signals and we do what we call context server access. So the idea that, what are you trying to access? Where are you accessing from? And who are you as a user and what kind of device are you at? That's the perfect combination of what you just said and we call that context server access and that is absolutely central to how we offer cloud identity. >> That's the classic example I've seen that we are Gmail customers, with Gsuite So when I log in from Paris, "Hey wait a minute, you're not in Paris." So you guys, is this an example of that? >> Yeah, it's funny, I feel like you're part of our team because we call this the superman scenario. Because if you just logged in from say California, then a moment later we see an access request coming in from Paris, we know it's not just because you have the valid username or password, we know that's not right. That's just a trivial example. Like Google does a great job of crawling the web. So we don't just know what the good sides are, we know what the bad sides are. So you even try to access a bad site we can stop you. There's all kinds of things we do with this. >> So I wonder if I can ask you about enterprise I.T. John at our kick off this morning said Google's 10 or maybe even 15 years ahead. And as he was just saying, people can't go that fast to be like Google. So how do you.. I think of a caravan with the fastest truck in the military caravan, has to slow down so the whole caravan can keep up. How do you manage the fact that you're going so fast but enterprises move, we sometimes joke, they move at the speed of the CIO. What's your perspective on that and how do you deal with that challenge? >> No, absolutely. So I think our core philosophy and design philosophy is how we built the product is meeting customers from where they are that's key. So meeting customers where they are, so we recognize, take some of our advanced technology. And we recognize that organizations are still building a lot of applications on premises, so we took the power and made that available on premises. You just saw that today. Another example, we connect to systems of record. We know Microsoft Active directly is largely the identity record of choice in large organizations. So we connect very seamlessly with them, we sync with them, and we use a federated identity story so you don't have to move to all in Google Cloud, you connect Google Cloud, you augment your existing infrastructure and that's how we make it all work. So, really making sure that we are inclusive, and meeting customers where they are is how we've designed everything including cloud identity. >> And I follow up with, is architecturally, how do you future proof it? Now part of it is you have a lead on the rest of the world. You have visibility on things that others aren't going to see for years. But at the same time, you don't know, you can't predict the future, right? So how do you future proof your system architecturally? Maybe talk about that. >> Yeah, I think that a couple things for us, we are big on open systems, so we make sure that the cloud as we all know is built on standards. So as an example, the security keys that we talked about was largely invented at Google but we made sure we contributed that back into the standards community. That's an example. We are big on APIs, making sure all our APIs are out there and we support federated standards like Skim and those others things. So we make sure that an organization can use not just us, but whatever identity system of choice, and we interconnect to standards and APIs and I think that's the way forward. >> So I asked you since you do product management which is you're building products, I mean, I used to run a product group at a big company and products are built differently now, than they are with the cloud. So how has the role in building a product change? Product management, you got to have the right features, you got to have customers. We're living in a services world, where you have a service as the product or the platform is the product in a cloud centric world. How do you guys do that product and share some insights for the folks watching, customers get an insight into how you guys work because it's not your classic product management, or is it? How are you guys doing things differently because business models are being built as a service. Things are changing so fast that a new service like Istio can literally change someone's business overnight, leveraging some of these core services that you guys have. >> So let me share a couple things. I think some things are always going to be the same if we do our jobs right. Which is that customers, customer needs, and making sure the solutions we provide, not features, but solutions, meet customer needs. I think in that regard, whether you deliver it as a service, or as a on-prem, does not matter, that's a delivery model. But we want to make sure we take care of our customers. I think one of the challenges we find on the cloud side is the piece of which we are delivering features and a lot of times the I.T. person or the decision maker in an organization want to make sure they stay in the loop on this, they are getting ahead of planning. You don't want to change that vent out so rapidly that the users are confused, they're getting help desk calls and things like that. So we are have a very structured communications mechanism that we work with, we share roadmaps and timelines so it helps organizations really think about what's coming. I think the service delivery and service consumption is more of a partnership now, even though on the consumer side you might think it's just as a service we push a change. I think its really a partnership. >> And it's faster too, I imagine. >> Absolutely faster. >> Your acceleration of service is faster. >> I think we can meet needs exactly, we can meet needs a lot faster. I wanted to call out that Google consciously takes into account the fact that we don't want our changes to be so fast and so disruptive, we want them to be well received so we really partner with our partners in the custom organizations. >> Its interesting Dave mentioned the caravan example, I would say that enterprises move at a glacial pace. >> Any users feel that way. >> But they're buying I.T. in the past, now they're essentially leveraging scaled services that are prebuilt so they can get things going faster. This is the new normal where they'll be buying services not I.T. products. >> Correct. >> You mentioned solutions, solutions and services. Is that kind of what you're getting at? >> Yeah, I think absolutely. If you think about what's happened as mentioned earlier today, I.T. was a cost center, now they're moving into like, hey how do we get ahead and build a competitive advantage? So I think absolutely, you said it well so plus one. >> Karthik you talked about some of the standards that built up the internet, and now you're seeing with blockchain a spate of new protocols being developed, all this innovation, a lot of talk about K.Y.C. know your customer, and antimoney laundering, AML. Perspectives on what's happening in that blockchain world. Obviously it's relevant to identity, what are you thoughts on what's happening there? >> Yeah, a couple things. One is that we think blockchain is very interesting, it's something that we continue to look at. I personally look at blockchain as amazing technology but we go back to what are the use cases and needs that we need to solve. So let me throw something out there, it's not very well thought out, it's just an idea. But we think about one of the things we've tossed around is bring your own identity. There's a time when identity was think about your cell phone number, if you remember was once tied to your provider, you change your provider, you had to get a new number. And now you have portability you don't think about it. So if you think about you as a user you are who you are, and then there is an identity or a profile that exists on a personal side. There's identity that happens so there is protection in this context that is accessed things like that that blockchain can now enable 'cause you now take your identity and you go with you whether you are in the consumer context, you are in the work context, or even switching from one job to another or one role to another within the organization. So I think blockchain could be technology that is very foundational and fundamental to decentralize notions where I as an organization manage your policies and lots of other things but who you are as a person stays with you. >> The old model was bring your device to work. >> Yes. >> Your base was bring your identity to the world under one immutable own your own data, trustful way. Enabling, identity as a service on a whole 'nother level. >> Very different level. I think were not dead today because right now I think organizations are shifting mainly from wrap their arms around the user and the identity and they're super paranoid about moving to the cloud. I think the first step is making them fundamentally comfortable with everything they need. But once we build I think your trust point is key once you have that governance and that secure platform we can start shifting towards bring your own identity and how can that all coexist. >> And why do you think the consternation about moving to the cloud. Is it because it's still unknown? It's still somewhat new? Because I mean by all accounts when you talk to the experts, they'll admit the cloud is more secure than what I can do on prem. Why the consternation? >> Absolutely, I think the key part is the simplicity that comes and I think it's a new model that has not yet been mastered, so cloud is secure, yes, but when my users start doing things that I don't really want them to do, what we call is shadow I.T., they're very worried about it. And then on the flip side they've been trained for years, decades on this whole old model of corporate network and now were saying the cloud is open and the internet is your new network. So that I think scares a lot of people but customers when they come to Google and they see our BeyondCorp story and our cloud identity story, then they know that they can achieve both. Higher access for employees and advanced security for organizations. >> I think the Beyond Corporate is very relevant. We've been tracking that we find that super fascinating. On the shadow I.T., we've been reporting on shadow I.T., it's our ninth year today. But shadow I.T. though, is just an early adopter form of DevOps, so I think shadow I.T. has kind of regulated itself to as a stepping stone for cloud. SAP used to do shadow I.T. as presales and then customers moved everything to the cloud so I think shadow I.T. is much more of a kind of kindergarten or first step to DevOps. >> I think DevOps is where a lot of organizations are moving. I think depending on where the organization is going back they like the I.T. admin led model, they're experimenting with DevOps, there's a lot of experimentation going on. I think what I like about shadow I.T. and not from a security risk perspective but it's signal that clear intent from the user to the organization saying I want access to these services fast and make it simple. >> It's like an R and D sand box the way I look at it. Final question for you I know you got to go. Thanks for coming on, I appreciate your time. How are you guys going to roll out this identity as a service, who's your competition, how do you guys compare, what's the story, what's the vision? Share some of the competitive strengths and weakness. What's going on? >> Yeah, I think three things for us. It's already available today, you can go to cloud.google.com/identity. Sign up for a free trial and we give you everything from identity as a service to device management and all of that. The things that we focus on is like smart, secure, and simple. The idea that we can use ML based security to automatically protect, no longer can an I.T. admin go in and set reactive policies. We just have to use data and set proactive policies and protect them. To your points earlier about end points and other data coming into that's the smart piece. We also have a unified single pane of glass, unified administration, one admin controlled to manage everything because people are complaining about the complexity of these solutions that they got to put together. So you get cloud identity you get one thing everything from not just the administration but also the licensing. One price and you're done. You never have to worry about it. And the last but not the least, it has to be secure. The things we talked about from security keys, I've never changed my password for the two years I've been at Google. I use security keys and never typed an RSA key or anything like that. It's fascinating how simple we can make it so that's really what we like smart, secure, and simple. >> Awesome, well congratulations. Looking forward to see how this scales out certainly foundationally identity is super important. Identity is one of the bedrock of cloud. It's part of that system that scales theCUBE. Bringing you all the best content scaling here at Moscone with all the great content from Google Next. I'm John Furrier and Dave Vellante. Stay with us from day one coverage of three days of live coverage here in San Francisco. We'll be right back.

>> Live from San Francisco, it's theCUBE, covering Google Cloud Next 2018, brought to you by Google Cloud and its ecosystem partners. (electronic music) >> Hello, everyone, welcome to theCUBE, here, live in San Francisco at Masconi South. We're here with Google Cloud Next Conference. It's Google Next 2018. It's theCUBE's exclusive three days of wall-to-wall coverage. I'm John Furrier, and I'm joined with my co-host Dave Vallente. Jeff Rick's here, the whole team is here. This is a big break out moment for Google Cloud and we're going to break it down for you. Going to have interviews with Diane Green coming in today, Google Executives, Google's top women in the Cloud, top customers, and top people within the ecosystem. Google Cloud is really going to the next level. This show is really about coming out party for two years of work that Diane Green and her team have been doing, transforming Google from the largest Cloud for their own business, to making Google Cloud consumable and easy to use with the technology for large enterprise customers as well as developers around the world, global platform. Dave, we had the keynote here. I'd say Google we're seeing, introduce their Google Cloud service platform GCP certifying partners, Cisco announced on stage they are re-selling Google Cloud, which takes a big objection off the table around not having a quote, "Enterprise ready sales force". Google is in every large enterprise, Google's Cloud is morphing into a large scale technology driven Cloud. The number one advantage they have is their technology, their OpenSource, and now a partnership with Cisco, and all the machine learning and all the infrastructure that they have are bringing out a new look. This is Google's coming out party. This is really two years of hard work, that Diane Green and the team have accomplished. Working, bringing on new people, bringing on a whole new set of capabilities. Checking the boxes for the table stakes, trying to get it to pull position, for the Cloud game, obviously Amazon is significantly ahead of everybody. Microsoft making great progress, their stock is up. Microsoft, although leveraging their core confidency, the enterprise and the office, and all the existing business that they do. Again a B to B, Google bringing in end-user centric view with all the automation. Big announcements. Google Cloud services platform, Histeo is now shipping in production, doubling down on Kubernetes, this is Google looking at new abstraction layers for developers and businesses. Diane Green, not the most elegant in her keynotes, but really hitting all her marks that she needed to hit. Big customer references, and really showcasing their competitive advantage, what they want to do, the posture of Google Cloud is clear, next is the execution. >> So here at Google Next 25,000 registered people, so big crowd. Diane Green said on stage 3000 engineers here, we want to talk to you. The Cisco announcements, classic case of a company without a Cloud, wanting to partner up with somebody that has a Cloud, Google, and Google, without a big enterprise sales presence. Obviously Cisco brings that. So kind of match made in heaven. Obviously, Cisco's got relationships with other Cloud providers, particularly Microsoft but, to me this makes a lot of sense. It's going GA in August, you also saw underneath that, GKE, Google Kubernetes Engine, now it's on prem, so you're seeing recognition of hybrid. We heard Diane Green talk about two years ago when she started John, she got a lot of heat from the analysts. You're not really an enterprise company, you got a long way to go, it's going to take you a decade. She basically laid down the gun and said, we are there. We'll talk about that. We'll talk about what leadership means. You just made a comment that Amazon is obviously in the lead. What is leadership? How does Google define leadership? Clearly they're leading in aspects of the Cloud. Scale, automation, OpenSource, contributing a lot, it makes me wonder, does this hundred plus billion dollar company with a hundred billion dollars in the bank, do they really care about how much money they make in the enterprise? Or are they trying to sort of change the way in which people do development, do programming, that's maybe a form of leadership that we really haven't often seen in the industry. I mean I go back, I harken back, not that it's an exact comparison, but you think about Xerox park and all the contributions they made to the industry, think about the contributions that Google's making with TensorFlow, with Kubernetes, with Istio, a lot of OpenSource chops giving to the community. And taking their time about monetizing it, not that a couple billion dollars or billion dollars a quarter is not monetization, but compared to 25 billion of Amazon, and what Microsoft's doing it's much smaller market share. >> I mean that's a great point about the monet, all the analysts and all the Wall Street guys are going to go to try to figure out, squint through the numbers try to figure out how you make money on this. We've been talking to a lot of the Google Executives and a lot of the engineers leading up to Google Next, we've had great relationship, some of their inside people. The common theme Dave that I'm hearing is absolutely they're playing the long game, but if Google's smart, they will leverage their retail business, ads and other things, and not focus on the short-term monetization, and that's pretty clear, some of the posture. That they're looking at this as an engineering culture, engineering DNA, OpenSource DNA, and they're about speed. When I press Google people and say, "What is the DNA of Google Cloud?". It all comes back down to the same thing, inclusive, open, speed. They're going to focus on how to make things faster, that has always been the culture at Google, make page loads faster, make things go faster. Amazon has the notion of, ship things as fast as possible at lower prices. Amazon is make stuff go faster and make it easy to use from a consumer standpoint so, easy of use has always been a consumer DNA of Google, and now with Cloud, if they don't focus on the short-term, they continue to march the cadence of open, speed, ease of use, and take that user-centric view, to make things easier that's key. I'm really impressed with the announcement, one little kind of technical kind of nuance is this Istio. Istio is an extension of Kubernetes, and this is where you're starting to see some signals from Google on where they're going to be scanning through with (mumbles). And that is as Kubernetes builds on top of containers, and as Kubernetes starts to be more of an orchestration layer, the services that are deployed in the Cloud are going to have more and more functionality. This is classic moving up the stack. This is an only an opportunity to build abstraction layers, that make things really easy to consume, and make things faster. If they can get that position, that beach head, they will enable developer greatness, and that'll maybe hopefully change the game a little bit, and sling shot them into a position that's different than what Amazon, I mean, what Microsoft's doing. Microsoft's just brute force, throwing everything at Cloud. The numbers look good on paper, but will that truly translate to ease of use, large scale, global deployment, managing data at scale. I mean Google's great some technology, and that is their number one thing that they have a their disposal. >> Well Istio, the classic case of dog fooding, right John? I mean there's Google, using tons and tons of micro services for its own purposes, enter gate, how do we simplify this? How do we automate this? And how do we pay it forward? And that's what they do, that's their culture. This is a company that's, again, talk about leadership, they spent well over $10 billion a year on Capex, you can argue easily they got the biggest Cloud in the world, certainly they got more underwater cable, the biggest network in the world, so these are forms of leadership. Diane Green talked about information technology powering every aspect of the business. I mean we've heard that since Nick Carr said IT doesn't matter, but now it seems like more than ever, it's more important. She also said CIO's realized they're not in the data center business, but yet they only have a small fraction of their workloads in the Cloud. This is why she said Google is seeing, and others I'm sure, seeing such big growth in the Cloud. But then she underscored, but we're modern Cloud. We're not lift and shift Cloud. We're not doing what Oracle's doing and sticking the existing apps in the Cloud. We're doing things differently. You talk about this a lot John, you talked to a couple of really high level women in Google, about the new development model, the new programming model, they're really changing the way in which people think about software development. >> Yeah I mean I think one of the things that's clear is that, the modern era can hear around software development. Software development life cycle, certainly we hear, Agile have been going on for the DevOps movement and that's kind of been out there, but what's changing now is that software engineering, or software development, isn't just computer science. You don't need three computer science degrees to do Cloud and do development. The aperture is widening on what computer science is, that's opening up more women in tech, and as Diane Green pointed out on her keynote, there's a re-engineering of business going on, there's new discoveries happening, and half the population is women, and so women should be part of making the products consumed by women and other people. So there's a huge opportunity to fill the gender diversity gap, but more importantly I think what's interesting about Google Cloud in particular is that they kind of figured out something, and it might have been a pop to their arrogance balloon but it used to be, "Oh, everyone wants to be like Google, 'cause we're so huge and we're great". 'Cause they are. Their technology is phenomenal, you look at what Google's built and Urs has been on stage, they have built probably the best most complex system to power their business, and all of a sudden that's come out from map produced paper, Kubernetes, which they're now doubling down on, Google has done amazing. They're about 10 to 15 years ahead of the market in terms of technology by my estimate. The problem that they've had when they first started doing Cloud was, oh just, you want to be like Google. No people don't want to be like Google, people can't be like Google, what they now understand is that people want what Google has, and that's ease of use, DevOps, fully com instead of libraries, com instead of interfaces, really ease of rolling out at scale applications. That's different. People want the benefits of what Google has for their business, not, they don't want to be like Google. I think that was the, I think that Diane Green two years ago, came in and reset. They've hired great enterprise people, and the question is can they catch up? How fast can they catch up? They're checking the boxes, they're doing the table stakes, and can they harvest the best that they're making? Auto ML is a great example. IT operations is going to be decimated as an industry sector. All the industry analysts and the financial analysts have not yet observed this but, anyone who's in the business of IT operations is going to get decimated. Automation's going to take that away and make it a service, it's going to be a human component, but the value is going to shift up the stack. This is something that we're seeing as to look at value of start ups, IT operations, AI operations, this is a new category of the industry, and Google is betting on that. That to me is a big tell sign. >> And we've been talking about the economics of that for years, but I want to come back to something you said. Google clearly was late to the enterprise party, and I think part of the reason you were touching on this is I think they underestimated the degree to which organizations, enterprise in particular, have all this technical debt built up. You can't just rip out and replace, these companies are making money with their existing Oracle databases, with their existing outdated processes, but they're making money, they're meeting Wall Street expectations, they're making their big bonuses so they can't just stop doing that. It'd be like Google to your point, but Google is playing the long game, they are doing something differently, and they're trying to help people get to this new era of software development, so I think that's a very very important point. >> Melody Meckfessel, one of the VP of Engineering, she is going to announce a survey that she did. It's interesting, they pulled the human aspect of development, and they asked the question, "What do you care about?". And developers care about generally the enterprise and kind of Cloud native developers, really two things. Technical debt, and time to push code. If technical debt accumulates, that's a huge problem, makes them unhappy, makes them kind of, not happy with how things are going, and then also speed. If you're shipping code it takes more than a few minutes to get back the commits that it hit. That's a problem. This is a huge issue. You said technical debt. Enterprise IT has been accumulating decades of technical debt, that's now running the company. So as re-engineering the business theme that Diane Green points out, really is spot on, people are going to stop buying IT and be deploying services more in the future, and using those services to drive business value. This to me is a big shift, this is what's going to hurt in (mumbles) and enterprises that, no one's buying IT. They're building platforms, the product is the platform, and the sense of services will enable applications to sit on top of them. This is an absolute mindset shift, and that impacts every vertical that we cover. You've covered IOT and everything else. The way CIOs think about this is they think about a portfolio, and it's just to simplify it. It's like run the business, grow the business, transform the business. And by far, the biggest investments are in run the business, and they can't stop running the business, they can't stop investing in running that business. What they can do is say, okay we can grow the business with these new projects and these new initiatives, and we can transform the business with new models of software development, as we transform into a digital company as a software company. So that it increasingly going to be pouring investments there, and it's slowly sunset, the run the business apps. It happens over decades. It doesn't happen over night. >> Well that's actually the number one point I think that didn't come out in the keynote but Earl's talked about it, where he said the old model is lift and shift. When we covered at the Linux foundation, and the CNC app, and the other shows that we go to is that what containers and Kubernetes are bringing to the market, the real value of that, is that existing IT CIOs don't have to rip and replace old apps, and that's a lot of pressure, the engineering requirements, there's personnel requirements, there's migration, so with Kubernetes and containers, containers and Kubernetes, you can essentially keep them around for as long as they need to be around. So you can sunset the applications and let the apps take its natural life cycle course, while bringing in new functionality. So if you want to be Cloud native right out of the gate, with Google Cloud, and some of these great services, like AI and machine learning that's going on, you can actually bring it in natively, containerize and with Kubernetes and now Istio, build a set of services to connect existing applications, and not feel the pressure and the heat, the budget for it, the engineer for it, to actually hire against it, to manage the existing life cycle. This is a huge accelerant for Cloud native. The rip and replace doesn't have to happen. You can certainly sunset applications at will, but you need to kill the old, to bring in the new. This is a very very important point. >> Yeah so a couple things that Diane Green hit on that I just want to go quickly through her keynote. She talked about, like you say, a small fraction of workloads are actually in the Cloud, but she asked the question, why Google? She said "Look, we're an enterprise company, but we're a modern enterprise company. We take all the information from that Cloud, we organize it, we allow you to put it back intelligently. We've got a global Cloud and it's unbelievably complex. We've got 20 years of scaling and optimizing, with that elite team. We've the most advanced Cloud in the world". She said, she didn't give the number, but many many football size, football stadium size data centers around the world that are carbon neutral with tons of fiber under the ocean, specialized processors, talked about Spanner, which is this amazing distributed, globally distributed consistent transactional database, big query, and she also talked about a consistency with a common core set of primitives. Now I want to ask her about that, 'cause I think she was taking a shot at Amazon, but I'm not sure, if they have a, to make a similar statement, so we're going to ask her about that when she comes on. She also said, the last thing I'll share with you is, "AI and security are basically hand in hand". She said security is what everybody's worried about, AI is the big opportunity, those are the two areas where Google is putting some of its greatest resources. >> That was my favorite sound bite by the way, she said, "Security's the number one worry, and AI is the number one opportunity". Really kind of points to it. On the primitive things, I don't think that's so much a shot at Amazon, as in it's more of multi Cloud. We've been kind of seeing multi Cloud vapor ware for months, past year, 'cause it kind of is. What we were seeing with Cloud native community and OpenSource is multi Cloud can only happen if you can run the same map across multiple Clouds with common interfaces, and that ultimately is I think what they're trying to solve. My favorite sound bites from her keynote is, she said, quote, "We've got 20 years scaling Google Cloud", it's obviously very large, number one Cloud, if you want to put Clouds in benchmarks and without (mumbles) of the enterprise number one, in terms of tech and scale. But she says, "My main job at Google two years ago was surfacing the great technologies and services, and make it easy to use. We have a technical infrastructure, TI, that has big query, Spanner, and then consistencies across all primitives", and she said on top of the technical infrastructure they got Gmail, Gsuite, maps, et cetera et cetera, powering at large scale, dealing with all the threat intelligence, and a ton of body of technology around II. And then to cap it all off, leader in OpenSource. To me this is where Google's betting big, with security as the number one worry, which is a major check box with AI kind of the catnip for developers. And they got security features. If you compare Amazon to Google Cloud, Amazon wins on sense of services in terms of number of features, but the question is, does Google have the right features? These are the questions we're going to have. And the dig at Amazon was Reed Hastings, Netflix CEO, friend of Diane Green, I've seen them both speak at Stanford, so she bumped into, what she said, "Reed Hastings is a power user of Google Chrome and Gsuite", and kind of said how great it is, but that's not Netflix. Now Netflix is an Amazon customer, so interesting jab there was about Reed Hastings personally but not about Netflix being a customer of Google Cloud. The question is, can Diane Green convince Reed Hastings to move Netflix from Amazon to Google Cloud? That's the question I'm going to ask her. >> The other piece of the keynote that I thought was quite interesting was Urs Holzle, who's the Senior Vice President of Technology Infrastructure who was doing Cloud before anybody talked about Cloud, he said, "Cloud's a fundamental shift in computing. GCP gives you access to unlimited computing on the world's largest network". Talked about Spanner, the globally consistent distributed database, ML APIs for doing speech and natural language recognition. Big query, the big data warehouse, basically a silo buster, but he said what's still missing, is essentially that hybrid (mumbles) all the Cloud's are different. I interpreted that meaning closed. So he said, "Things like setting up a network, provisioning a virtual machine, are all different". And basically to your point John, that stuff is going to get automated away. So Istio, they talked about Apogee, visibility, orchestration, serverless, they talked about GKE on prem, which is Google Kubernetes Engine on prem, and then Cisco came out on stage. The big partnership, the big news from the keynote. >> Lets talk about what we're going to look for this week in Google Cloud, and also within the industry. Dave I'll start. I'm looking for Google's technology architecture map, which I love, I think they've got a great solution, does that translate to the enterprise? In other words, can they take what Google has and make it usable and consumable for enterprises without having the be like Google strategy, use what Google has benefited from, in a way that enterprises can consume. I'm going to look for that, see how the technology can fit in there. And then I think the most important thing that I'm going to swing through all the hype here and the comment and the news and Kool Aid that they're spreading around, is how are they making the ecosystem money? Because if Google Cloud wants to take the long game, they got to secure the beach head of the viable, large scale Cloud which I think they're doing extremely well. Can they translate that into a ecosystem flourishing market? Does that make money for developers? They talk about going into verticals as a core strategy and healthcare being one. Can they go in there, in financial services, manufacturing, transportation, gaming and media, and attract the kind of partners and business customers that allow them to do better business? Does it translate the distribution for developers? Do businesses make more money with Google? That to me is the ultimate tell sign with how Google Cloud translates to the market place. Ecosystem, benchmark, and value to customers in terms of money making, utility of the users, and their customers' customers. >> So two things for me John. One is the same as yours is ecosystem. I learned from the SiliconANGLE editorial team, by the way, go to siliconangle.com, there's some great editorial to drop this week in support of just what's going on in Cloud and Google Next, but I learned from reading that stuff, Google late to the party. Only 13,000 partners. Amazon's got 100,000 Cloud partners. (mumbles) has 70,000 Cloud partners. Where, what's the ecosystem strategy, how are they going to grow? How are they going to help make money? The second thing is, basic question, I want to understand what Google wants in the Cloud. What's their objective? I know Amazon wants to dominate infrastructures of services, and be the leader there. I know that Microsoft wants to take its existing software state, bring it to the Cloud. I'm not really clear on what exactly Google's objectives are. So I want to get clarity on that. >> I think it's going to be developers, and one of the things we're going to dig into as the OpenSource. theCUBE coverage here in San Francisco, live coverage of three days wall-to-wall, (mumbles) Dave Vallante, stay with us. thecube.net is where you can find the live feed if you're watching this on SiliconANGLE or around the web, or with Syndicate. Go to thecube.net to get all the content, and siliconangle.com has a Cloud special this week. The team is putting out a ton of content. Covering the news, critical analysis, and what it means and the impact of Google Cloud into the industry and to their customers. So I'm John Furrier, Dave Vallante, stay with us, live coverage here, be right back. (electronic music)

>> CUBE, covering Cisco Live 2018 brought to you by Cisco, NetApp, and theCUBe's Ecosystem Partners. (techno music) >> Welcome back. >> Welcome back. I'm Stu Miniman, and this is theCUBE's coverage. Wait, we're surrounded by green. I've got two gentlemen from Veeam here. No, but we're not at VeeamON. We're at Cisco Live 2018 here in Orlando, happy to welcome back to the program Carey Stanton and Rob Emsley. Gentlemen, thanks so much for joining us. >> Ace too. >> All right, yeah, so I was with you guys not too long ago at the VeeamON conference. I had a lot of fun in Chicago, brought back some of the famous popcorn for my family, but we're here in Orlando, so way bigger convention center, 26,000 people. We're all walking a lot, talking a lot about networking in Multi-Cloud and everything there. Tell us a little bit about your experience here at the show and what you've taken. >> Yeah, it's great, thanks, Stu. We have as you may know a tier-one partnership with Cisco. We're a platinum sponsor at this event and we're here all around our relationships with them on their data protection with their hyper-flex and their 32-60 and S2-40 relationships and we continue to see rapid growth in the channel and we have a direct-dedicated team selling with them on a global basis, so here making a lot of new connections across their other business units. >> Rob, I see the Green Veeam booth at almost every show I go to. >> Absolutely. >> How's Cisco different from some of the other ones that we go to? >> Well, one of the the things that Chuck Robins talked about in his keynote yesterday was how they summarize the focus of the company, and there's two specific areas that Veeam works very closely with Cisco on. One is the powering the Multi-Cloud, and unlocking the power of data. Those are two big focuses for us. You remember in Chicago, we're all about Multi-Cloud, On-Premises, Manage Cloud, Software as a Service, the Public Cloud; that's the reality of where data lives, so we're very much in lock-step with Cisco. We've been working with Cisco for several years. We last year became available through their global price list, so we're actually finding that Cisco in the data sensor, especially when you think about conversion infrastructure and hyper-conversion infrastructure, it's an area where we can really compliment what they're doing with their opportunities. >> Yeah, Carey, it's interesting because we go a lot of shows and we're hearing a lot of similar themes. Even I think the last time I'd come to the Cisco Live US show was 2009. Applications and data, it's like, oh, come on, those are just bits running through our pipes. It's not really a big deal. Well, we're here in the DevNet zone. We're talking about how Cisco's been moving up the stacks, how they're enabling companies to build new application, do cool things with wireless and SD-WAN and everything like that. I'm sure you must be seeing big change in a lot of your infrastructure partners that fits, as Rob said, that power of data and where that fits. >> Yeah, we're seeing it across the board and what we like about the relationship we have with Cisco is they look to us as their data availability experts, right? That we go into the data center conversation and they bring us in as their subject-matter experts, and that's where I think they want to expand their footprint in their TEM with their product lines, and whether it's UCS or hyper-flex, and they're bringing us into those discussions because we solve a unique problem that they otherwise wouldn't be able to solve. >> Yeah, Rob, you saw the keynote yesterday. I think we were a little surprised. Diane Green comes walking out there. Cisco of course, big push in Cloud. I've actually interviewed a number of Cisco executives of things like AWS Reinvent and the like. Does the Veeam partnership with Cisco, do you touch on some of the Public Cloud pieces as well as? >> Yeah, very much so. One of the things that Cisco is very focused on is their SOS provider right to market, so that's an area where we've been very focused over the last probably three to four years, building out and enabling often our resellers to become managers providers themselves, but the reality is that you're starting to look at that Public Cloud tie-in, whether it be Microsoft Azure, whether it be AWS or IBM Cloud, so these are really all areas where we can provide an on-ramp to connect any Cisco data center environment and provide a relationship with the Public Cloud, provide that data management level layer. >> Yeah, I think back. Cisco really helped a lot of the channel community mature their market. Went from being the silo network to building data center businesses back eight years ago when we started talking about conversion infrastructure. Today, this week I've interviewed Presidio and WWT. They're talking a lot about how they're helping customers, enabling that Cloud. I'd love to hear your perspectives on the maturation of the channel and how they fit in this multi-cloud world. >> Yeah, I mean, if you look at Veeam, where there are 55,000 channel partners our brand promises to remain a 100% channel-driven company, but having these relationships that are primary Cisco-predominant partners, like WWT, Presidio, ePlus, I think it's just opening up discussions that we otherwise wouldn't have had, and we're seeing 50% of the opportunities that we're closing in the field are Cisco-led opportunities that are being driven from these new channel partners, and so again, I think this is the one plus one equals three story that we talk a lot about, that we're bringing a lot to the table and 50% of the opportunities for them and vice versa for us. >> Yeah, one of the things that we really like about Cisco is their focus on their partner community is extremely high, both from the enablement perspective and the educational perspective. They have a fully resourced partner marketing team, and we've been doing a lot of work with them. One of the things that Cisco has been transitioning to, it sort of fits into your space, is the whole move to marketing in a digital world and the whole need to change the type of content, and this type of content you can think about the video sort of assets becomes so much more important, so we've been working very closely with them to do joint digital marketing. It's very easy sometimes to do joint event-based marketing, but when you start getting into digital, you really have to think outside the box about how you bring two companies together to meet in the digital world, so we've been really doing that to drive joint opportunities, and that's been something that we've really got some some success with from our relationship with Cisco. >> In fact, you were just in Barcelona. >> Yeah, every year they run a marketing summit for their channel partners and ecosystem partners, and we actually won the Cisco marketing innovation award for a digital marketing always on campaign slope, just full of assets for joint digital, for joint Cisco and Veeam customers. >> Congratulations, I did see some of that on some of the social media. Yeah, it's interesting to look at how marketing changes in this new digital world. I ask every CMO I talk to these days is to, "How is digital changing the way things happen?" >> Yeah, and you mentioned our other infrastructure partners and there's no other partner that we've worked with at the size of Cisco that embraced it day one, so they look to Veeam as, "Okay, we're going "to work with Veeam, we're going to go deeper, "we're going to bring them on our global prices," and day one they were, "How can we get intertwined "into what Veeam does extremely well as our digital marketing machine?" And just from the get-go they've just continued to accelerate through that process. >> Yeah, one of the things I know every partner loves when they come to an event like this, there's a lot of customers here. Give us a little insight if you can, either specific examples or give us some of the themes you're hearing from customers at the show. What's top of mind? What're some of the biggest challenges that they're facing today? >> Yeah, I mean, I think what they're looking at doing is from a refresh of legacy backup solutions and replication solutions into modernizing their data center, and so they're looking to Cisco as their experts through the last decade plus, and now that Veeam is tied directly in with Cisco in some of those relationships, so it's from a refresh standpoint, from a modernizing their data center to the hybrid Cloud strategies that it's intertwined. We fit very well into those discussions, and we're seeing our customers come to us in these large ELAs, where Cisco is bringing us in as part of those discussions, so again, where otherwise we would have had a hard time getting into it, their customers are coming and saying, "What is the relevancy? "Should I really be looking at this," and Cisco's backing up those discussions. >> Certainly, to tap down on the data sensor, conversion infrastructure and hyper-conversion infrastructure is top of mind for a lot of the customers that come in by the booth. Certainly, which works well for us, because some of our relationships with our other storage alliance partners, whether it be Pure or NetOut, big partners of Cisco, so rather than one plus one equals three, it's one plus one plus one equals five quite often. We're going together as a group in order to go after opportunities, so that's definitely an area. If you think about conversion, IP Converge, it's always highly virtualized, so that plays very well to where we've built the company from: a big focus on virtual machine availability, but we're just more moving that now to the whole concept of data management across a Multi-Cloud world. >> Yeah, absolutely. One of the things we talk at all the shows is the pace of change and how receptive are customers to making changes. What are you hearing from the customers here? The storage market has long been it's sticky, it's a little bit entrenched, making changes, and networking we used to measure in decades as to you roll this out and then I'll wait for the next major speed bump before we'll do that, and you'll roll that out over years. Today, we think things are moving faster, but we'd love to hear points or counterpoints that you're hearing. >> Well, I think that the customers are looking to Cisco, indirectly to Veeam from removing complexity, and I think what they've seen in the past is they've deployed solutions that have bogged down their process. They look to the Cloud as an agile environment and they look back with their Legacy systems that they know they can't continue, and so from my standpoint, the customers that we talk to consistently is, "Are you gonna be the platform that's gonna allow me "to embrace a hybrid Cloud and to remove the complexity "that I have and to be agile," and so that's constantly what the Veeam messaging is solving, right? Mission critical backup and recovery workloads and doing it at a fraction of the cost and accelerating that Veeam speed. >> Yeah, I mean, if you just take the Legacy backup market, Legacy back up installed base, it seems that the openness to change is greater now than I've ever seen it, and you know I've been playing around in this space for quite a few years, but certainly recently we've found the openness to people to look for something new. Our friends that gotten it always used to say the three things that people worry about, the three Cs: Cost, complexity, and capabilities, and those are still very much top of mind around what causes a customer to say, "Hey, what I've been doing for the last several years "hasn't quite been getting it done for me." I think the big change is that backup as an insurance policy is no longer good enough. I think the ability to leverage your backup infrastructure and the data contained within it is really driving people to think about, that's more of a value to me than simply having an insurance policy. >> Absolutely, backup was never enough. We do backup, I need to restore, but it's about that data. Want to give you the opportunity. Veeam is I think we said kind of a tweener. You're not what I would consider an old company. You've always been a software company, born in the virtualization age, but there's a bunch of newer developer focused and Cloud-native. How does Veeam stay and fight and compete against some of the new ones coming after this multi-billion dollar market? >> Want to take that? >> Yeah, well, I think that we pride ourselves on innovation. We pride ourselves on iterating very quickly, and we pride ourselves on adhering to our NPS score of 73, where there at 300,000 customers, and what we are gonna continue on our path, on what's made us successful, and we know that there's always competition. There's lots of VC money out there, and it's not that we're looking away from what the competition is doing. It's that we believe with our 4000 customers a month, our 133 customers that we close on a daily basis across all segments of SNB, commercial, and enterprise is indicative that our strategy is working. We're not going to stray away. We're just going to look to partners like Cisco and others to expand our target market, but stay true to the solution that we've provided in that virtualization environment. You were at VeeamON. You saw the announcements that we're making to support additional workloads and additional environments in the days to come. >> Yeah, I think our ability to evolve and adapt is second to none, and some of that is just based upon the structure of the company. We're still private, we're still pretty much driving our own growth, and I think that allows us to make decisions quickly and very strategically to allow us to go into the areas that I think people instinctively know what is needed to evolve in this space around supporting multi-Cloud, supporting data as an asset, leveraging it as an asset, and I think that's where we've been fueling, both in an engineering perspective, in a capacity to meet with customers and grow, and that's certainly what's going to I think sustain us as we keep going forward. >> All right, gentlemen, I want to give you a final word as to key takeaways you see here from Cisco Live 2018. >> That we will be here for the duration of the time, and our relationship with Cisco will continue to expand, and that we look forward to meeting everyone at the Veeam booth and walking through our product solutions and meeting the Veeam team and answering any questions they may have, but we're thrilled to be part of the Cisco family, and hopefully, again, in the years to come that we'll just continue to expand our relationship. >> And I'll leave you with an African proverb. If you want to go fast, go alone. If you want to go far, go together. >> Absolutely. Rob Emsley, Carey Stanton, always a pleasure to catch up with you. I'll leave with the final aphorism of my own, which is, never confuse activity with progress. Ben Franklin, so I'm Stu Miniman, back with lots more coverage here from Cisco Live 2018. Thanks for watching theCUBE. (techno music)

>> Live, from Orlando Florida, it's The Cube! Covering Cisco Live 2018. Brought to you by Cisco, NetApp, and The Cube's ecosystem partners. >> Welcome back, I'm Stu Miniman and this is The Cube's coverage of Cisco Live 2018 in Orlando. We're in the middle of the Devnet Zone. Happen to have a panel of distinguished guests on the program. To my right, I have Dave Cope who's with Cisco. To his right, Bob Krentler with Google Cloud. And, down on the end, Lars Dannecker who's with SAP. Gentlemen, thanks so much for joining us. >> Thank you. >> Thanks for having us. >> Nice to be here. >> Alright, so Dave, we're going to start. Cloud has been a big discussion, you're the senior director of cloud market development. >> Right. >> I think I know why Google's here. We had Diane Green up on the main stage with Chuck Robbins yesterday. But, before we get into it, what are you hearing from customers? When they think of cloud, what does that mean and connect that with Cisco? >> Yeah, I mean, you think about it, everything we hear about has something to do with cloud today. And, what's amazing is cloud is really only nine to ten years old. And we've seen it go through this, sort of, evolution from skepticism to debating about public and private to today, everyone realizing that it's all about hybrid cloud. Being able to logically place different workloads in different environments. And so, in almost everything we hear about, it has something to do with that notion of hybrid cloud. How do I secure those environments? How do I develop new applications? So, it's really everywhere. >> Alright, so Bob, you know, we've been watching Google since it entered the cloud. Of course, we had a team at the Kubernetes Show in Copenhagen just a month ago. We're excited to bring The Cube to your cloud show, Google Cloud Next this July in San Francisco. >> We are too. >> So, we think we know a little bit about what Google's doing in cloud, but from your with the Alliance's side of things, tell us a little bit about your role, what you're hearing from your customers and partners when it comes to cloud. >> Yeah, thanks again for the opportunity. So, yeah, Google Cloud is everything from the undersea cables that Google uses to move data around the world all the way up through G-Suite, alright. And, we develop this really cool hybrid cloud partnership with Cisco, kind of in response to some of the same problems that Google itself had to face. Largely, we had to be able to securely and scaleably deploy applications all over the world. So, customers are asking us, hey, how do I move to that world while not disrupting the infrastructure I've already purchased? So, how do I get the disruptive cloud technologies without disrupting myself? Right, and so what we developed with Cisco is this approach to meet you where you are as a developer or the customer that allows you to get the advantages of cloud while maintaining the infrastructure you already purchased. And, it's a great partnership with Cisco because of the security aspects that they bring, the sales and support that Cisco brings, as well as Google's technology in the cloud. >> Alright, so Lars you're the only one who doesn't have cloud in their title. So you're a big data architect. Look, we had a part of our team was here last week, the same building, for SAP Sapphire last week. Remember when we first started The Cube was the wave of mobile. But, absolutely, we hear SAP at every single one of the cloud events that we go to. So, from your role, how does cloud fit in to the story? >> So, I don't have cloud in my title, but big data in the title. And this is a great connection to the cloud. Because, what we are seeing with our customers is that they more an more move, let's say especially data that is regarded as big data, into the cloud. So, we have this combination of having enterprise data in your data center secure, but you still want to utilize what you have and capabilities in the cloud. Like, for example, machine learning with Google or cheap storage that you can utilize with other cloud vendors so that you can basically store huge amounts of data inside of a secure storage. >> Alright, great, I almost feel like we're going up the stack when we went through it. You know, Cisco, the infrastructure, Google certain pieces of it, SAP really at the application. Can you bring us back to Lars's, how the SAP piece connects to Cisco. >> Yeah, so as I said, what we are serving especially a need for is hybrid environments. Right, that you have your central system still in your data centers, but you want to connect to cloud environments and you want to bring, in principle, the cloud to your on-premise systems. That you have the best of both worlds. And this is also what SAP is basically about, to enable customers to do so and to bring products out that actually go in the direction of hybrid could and allow customers to go into more increasingly complex landscapes but still manage them in a, let's say, sophisticated way. >> Alright, Dave, I think back when I think of Cisco and partnerships, very rigorous programs out there. Spent many years looking at all the CVDs which is the Cisco Validated Designs. When we get into the cloud world, fill us in as to how that partnership expands and what's similar and what's different. >> If you look at the heritage of Cisco around networking and also infrastructure, but you're also seeing a huge evolution towards software. And so, a lot of what we're doing in the cloud has really software solutions whether it be the Cisco Container Platform that actually works with he Cisco Google Solution and also works with SAP's data hub. And we ensure, we still though have the rigor of things like CVDs, so this software can be proven to run on infrastructure environments that Cisco provides or provide customers the choice to run it on their own environment. And, of course, when it runs on Cisco infrastructure, it does have that CVD that gives customers and partners that confidence that it's already tested and that it works. >> Great, Bob, Kubernetes container, something we heard about on-stage, that the main thing that Google and Cisco are partnering on, walk us through a little bit, some of the announcements, what people might have missed. >> Yeah, so I think in general, our hybrid cloud solution at Google is very, very strong. I think what we're doing with Cisco is the most important missing piece. Which is, to be able to deliver and on-prem experience that customers are comfortable with, developers are comfortable with first and foremost, but also everyone behind the firewall essentially is very happy with. The security folks, the IT operations folks, I mentioned developers, and, of course, the line of business. So, yes, we're investing heavily with Cisco to bring Kubernetes and containers on-prem and we're really excited with the work we're doing with SAP in that space as well. We're also working with Cisco on an open-source initiative called Istio, essentially helps you do networking between microservices and containers. It's in a declarative way, right, really nice. And then, I think, overall, just the overall partnership with Cisco is very, very strong. We've been very happy with Cisco for a very long time. And, I think, customers are really starting to understand that this journey to the cloud is not one size fits all and certainly there's a lot of workstreams you have in flight. It's modernizing the existing application. That's one workstream. But, at the same time, you want to move to more cloud-native applications. So, we're really bring that, best of both worlds to the customer base. >> And, I think too, I mean we announced the relationship formally last October and it was really based on the fact that we had a shared vision that, while everybody wants to use the cloud, they didn't always have to think they had to refactor their applications or lift and shift and there's definitely use cases to do that. But, also, we had this vision that they wanted to be able to adopt the cloud at their own pace. Maybe give traditional applications a facelift with powerful services from people like Google or maybe they wanted to use cool new development tools on the cloud like on Google Cloud and still have access to legacy systems. And so, it really was a marriage of the best of both companies. Sort of, Cisco's traditional enterprise discipline, sales and support, along with developer, cool technology, sort of the father of Kubernetes and also a very powerful cloud services from Google. >> Yeah, I would just say, like right out of the gate, to make it really tangible, this is the way to do CICD. For hybrid, period. And, if you're a developer today, learning, that's, kind of, what you know, you use Spinnaker and you deploy, that's what you're going to be able to do here. And I just really think that that's a really strong message from Google, like, we're very, very big into open source. And that resonates with developers and I think it really resonates the buyers of Cisco gear. I mean, developers are expensive, you want to free them up to do, abstract things away. And that's what we're doing, abstract, abstract, abstract, until you can get more velocity out of all of your investments, whether that's people, infrastructure, or your own time. >> Just one last thought on that is that while we're talking a lot about cloud native, working with traditional systems, etc., applications need to feed on data and so that why, it's really this perfect marriage with the data hub. Because now, whether you're aggregating data on-prem or want to reach out to, like, Google Cloud to get aggregated data, it really is the best of all worlds. >> Yeah, well, when we look at cloud, cloud really is much more of an operational model than it is a destination and it's the data and the applications that ultimately is the life blood of our business, that's what is important for our business. So, yeah, Lars, would love your commentary on what you're hearing from the developer side, from customers that they're moving here. >> So, just short, the data hub is basically a tool to manage those complex landscapes and get a holistic data landscape view on the entire data of your company. So, it's a bridge between enterprise data and big data if you want. And, I think a little bit more than one year back, we were searching for a platform that allows us to deploy the data hub on-premise and in the cloud and that's what we found with Kubernetes which is an awesome abstraction platform for us. Because we don't need to necessarily care now what is the native deployment, we just need to make sure that our application runs on Kubernetes. So, that's why the data hub is running natively on Google Cloud platform and especially Google Kubernetes engine. And it is running the same way on-premise. And that's enabling us to provide, let's say a tool that can manage those hybrid landscapes, the data landscape, in such a way. And that's why, for us, it's a perfect thing. On the one hand side, you have this stable platform with Google Kubernetes engine in the cloud, and, then, partner with Cisco to bring basically the Cisco container platform on-premise. So, for us, now it means just we have on all the different aspects, we have a way to deploy our software and then bring customers value in the cloud, on-premise and in hybrid environments. >> But Dave, I would love to hear your commentary on really how do customers get support for all of this. Cause, one of the challenges always was, well, you know, I build my temple from my application and then, you know, I need to test it out and it took a long time, you know. The old time, it used to be, "oh yeah, 12, 18 months, "no problem, throw a million bucks on it, it's great." Today, it's "I need to move faster." We're talking about developers. If it's not up and running and proven within a few months, probably you failed and you better move on or we're gonna look to some other group to do that. How has this dynamic changed? Walk us through the partnership, support, how do customers, from the application all the way down be able to turn and get from partners like yourselves. >> Yeah, I think that, so look, the customers today want it all, right. They need to maintain investments, extend investments that they have in traditional systems but they want to take advantage of these new, really cool technologies like microservices, like, sort of, data hub, data aggregation and they don't want somebody knocking on their door and saying, "hey, I'll sell you anything "as long as you want to buy this." So, I think Cisco, along with its partners has evolved to the point to be able to align customer initiatives with solutions and it can never be just be from one vendor. And so, Cisco is working very hard to partner with people like Google and SAP to truly meet the needs of extending those traditional systems but also accelerating their application development, using these new technologies and getting them all to work together. So it really is a new way to approach the market. >> Just to second this Dave, so for us it was like, when we're talking on-premise, we don't have to launch like in the cloud. In the cloud, we have Kubernetes as a managed service. So, so far, we had to say when we go on-premise with the data hub that the customer needs to provide us a Kubernetes cluster. And this is a major challenge because the adoption of Kubernetes on the customer's side is, it's a new technology, right? It's not that high. >> It's not trivial to do. >> Exactly, it's not trivial to do, to operate and things like that. And now, we're providing a solution, a hybrid cloud solution that is a turn-key solution so you can plug it in to your rack, you push the power button, everything is up an running, and you can use it. And that's a major step even in the direction of adoption of Kubernetes and a major step in the adoption of hybrid cloud solutions. >> And I would add, I mean our engineering teams are working like side-by-side. So, essentially, you're are mutual customer here and, from a provider point of view, like, our engineers are working directly with Cisco's engineers to make sure that GKE is in-sync with Cisco's deployment. And so, as a customer, you can have confidence that those things are going to work. And you mentioned support earlier, Cisco's tack will actually support the front end of this and we'll support them on the back end. They work directly with our engineering team already. >> And they really kind of go hand in hand with your point is that anytime you get truly a valuable solution today, I think it spans multiple companies and we really owe it to our customers to integrate those things together. But, at the same time, they don't want to have to go necessarily to all three of our companies independently to get support or maybe ten other startups that might have components in it. And so, as Cisco rolls this out, we're working with these companies to provide that single point of technical support. >> Yeah, I mean I went to a session with Chuck Robbins last night for dinner and he said basically what all Cisco customers know is like Cisco generally gets things right, but when they do mess up, they will get in there and make it right immediately. And, I think that's what customers really, really love about Cisco and that's what we love about the partnership. >> And it's super important in the enterprise market, right? Especially important for enterprises. I mean, just imagine an enterprise running their critical systems on this platform and you need really someone who is there when there's a problem, right. And that's why this is a great partnership with all three parties. >> Absolutely. >> Last question, Bob, maybe we've got your event coming up in a couple of months, what should we be looking for from these partnerships going forward? >> Yeah, so, speaking broadly about Google Cloud partnerships. Certainly we do a lot with SAP, we do a lot with Cisco. I think Cisco already has signed on to be the top sponsor, one of the top sponsors of Google Cloud Next. Thanks Dave. We'll be doing much more with Cisco. I think we're also gonna do some stuff with developers. You know, we're in the Devnet community here. Cisco Devnet has like 500,000 developers. We totally love that and we're working on a couple things. So, stay tuned for that. And I think from our partnership, we're looking forward to showing some really great customer wins and having customers who are really successful. And, like Diane and Chuck were talking about, really bringing, kind of this cloud disruption. Right, disrupts in the business world but keep your IT as an advantage, right. Make it so that your IT can help you win more as a business. And we're gonna try to deliver more of that with these guys. >> Well, Dave, Bob, and Lars, thank you so much for coming to talk about the partnership. Cube will be at Google Cloud Next in July and the future is so bright for cloud, we better wear shades. So, I'm Stu Miniman, thanks so much for watching The Cube.

>> Announcer: Live from Orlando, Florida, it's theCUBE, covering Grace Hopper's Celebration of Women in Computing, brought to you by SiliconANGLE Media. >> Welcome to day one of the Grace Hopper Conference here in Orlando, Florida. Welcome back to theCUBE, I should say. I'm your host, Rebecca Knight, along with my co-host, Jeff Frick. We have just seen some really great keynote addresses. We had Faith Ilee from Stanford University. Melinda Gates, obviously the co-founder of the Bill and Melinda Gates Foundation. We also had Diane Green, the founder of VMware. Jeff, what are your first impressions? >> You know, I love comin' to this show. It's great to be workin' with you again, Rebecca. I thought the keynotes were really good. I've seen Diane Green speak a lot and she's a super smart lady, super qualified, changed the world of VMware. She's not always the greatest public speaker, but she was so comfortable up there. She so felt in her element. It was actually the best I'd ever seen. For me, I'm not a woman, but I'm a dad of two daughters. It was really fun to hear the lessons that some of these ladies learned from their father that they took forward. So, I was really hap-- I admit, I'm feelin' the pressure to make sure I do a good job on my daughters. >> Make sure those formative experiences are the right ones, yes. >> It's just interesting though how people's early foundation sets the stage for where they go. I thought Dr. Sue Black, who talked about the morning she woke up and her husband threatened to kill her. So, she just got out of the house with her two kids and started her journey then. Not in her teens, not in her twenties, not in college. Obviously well after that, to get into computer science and to start her tech journey and become what she's done now. Now she's saving the estate where the codebreakers were in World War II, so phenomenal story. Melinda Gates, I've never seen her speak. Then Megan Smith, always just a ton of energy. Before she was a CTO for the United States, that was with the Obama administration. I don't think she hung around as part of the Trump Administration. She brings such energy, and now, kind of released from the shackles of her public service and her own thing. Great to see her up there. It's just a terrific event. The energy that comes from, I think, a third of the people here are young women. Really young, either still in college or just out of college. Really makes for an atmosphere that I think is unique in all the tech shows that we cover. >> I completely agree. I think the energy really is what sets the Grace Hopper Celebration of Women in Computing apart from all the other conferences. First of all, there's just many more women who come to this. The age, as you noted, it's a lot lower than your typical tech conference. But, I also just think what is so exciting about this conference is that it is this incredible mix of positivity. let's get more women in here, let's figure out ways to get more women interested in computer science and really working on their journey as tech leaders. But, also really understanding what we're up against in this industry. Understanding the bro-grammar culture, the biases that are really creating barriers for women to get ahead, and actually to even enter into the industry itself. Then, also there's the tech itself, so we have these women who are talking about these cool products that they're making and different pathways into artificial intelligence and machine-learning, and what they're doing. So, it's a really incredible conference that has a lot of different layers to it. >> It's interesting, Dr. Fei-Fei Li was talking a lot about artificial intelligence, and the programming that goes into artificial intelligence, and kind of the classic Google story where you use crowdsourcing and run a bunch of photographs through an algorithm to teach it. But, she made a really interesting point in all this discussion about, is it the dark future of AI, where they take over the world and kill us all? Or, is it a positive future, where it frees us up to do more important things and more enlightened things. She really made a good point that it's, how do you write the algorithms? How are we training the computers to do what we do? Women bring a different perspective. Diversity brings a different perspective. To bake that into the algorithms up front is so, so important to shape the way the AI shapes the evolution of our world. So, I found that to be a really interesting point that she brought up that I don't think is talked about enough. People have to write the algorithms. People have to write the stuff that trains the machines, so it's really important to have a broad perspective. You are absolutely right, and I think she actually made the point even broader than that in the sense of is if AI is going to shape our life and our economy going forward-- >> Which it will, right? >> Which it will. Then, the fact that there are so few women in technology, this is a crisis. Because, if the people who are the end-users and who are going to either benefit or be disadvantaged by AI aren't showing up and aren't helping create it, then yes, it is a crisis. >> Right. And I think the other point that came up was to bake more computer science into other fields, whether it's biology, whether it's law, education. The application of AI, the application of computer science in all those fields, it's much more powerful than just computing for the sake of computing. I think that's another way hopefully to keep more women engaged. 'Cause a big part of the issue is, not only the pipeline at the lead, but there's a lot of droppage as they go through the process. So, how do you keep more of 'em involved? Obviously, if you open it up across a broader set of academic disciplines, by rule you should get more retention. The other thing that's interesting here, Rebecca. This is our fourth year theCUBE's been at Grace Hopper's since way back in Phoenix in 2014, ironically, when there was also a big Microsoft moment at that show that we won't delve back into. But, it's a time of change. We have Brenda Darden Wilkerson, the brand new president of the Anita Borg organization. Telle Whitney's stepping down and she's passing the baton. We'll have them both on. So, again, Telle's done a great job. Look what she's created in the team. But, always fun to have fresh blood. Always fun to bring in new energy, new point of view, and I'm really excited to meet Brenda. She's done some amazing things in the Chicago Public School System, and if you've ever worked in a public school district, not a really easy place to innovate and bring change. >> Right, no, of course. Yeah, so our lineup of guests is incredible this week. We've got Sarah Clatterbuck, who is a CUBE alum. We have a woman who is the founder of Roar, which is a self-defense wearable technology. We're going to be looking at a broad array of the women technologists who are leading change in the industry, but then also leading it from a recruitment and retention point of-- >> So, should be a great three days, looking forward to it. >> I am as well. Excellent. Okay, so please keep joining us. Keep your channel tuned in here to theCUBE"s coverage of the Grace Hopper Conference here in Orlando, Florida. I'm your host, Rebecca Knight, along with my co-host, Jeff Frick. We will see you back here shortly. (light, electronic music)