>> We're back at the ARIA Las Vegas. We're covering CrowdStrike's Fal.Con 22. First one since 2019. Dave Vellante and Dave Nicholson on theCUBE. Adam Meyers is here, he is the Senior Vice President of Intelligence at CrowdStrike. Adam, thanks for coming to theCUBE. >> Thanks for having me. >> Interesting times, isn't it? You're very welcome. Senior Vice President of Intelligence, tell us what your role is. >> So I run all of our intelligence offerings. All of our analysts, we have a couple hundred analysts that work at CrowdStrike tracking threat actors. There's 185 threat actors that we track today. We're constantly adding more of them and it requires us to really have that visibility and understand how they operate so that we can inform our other products: our XDR, our Cloud Workload Protections and really integrate all of this around the threat actor. >> So it's that threat hunting capability that CrowdStrike has. That's what you're sort of... >> Well, so think of it this way. When we launched the company 11 years ago yesterday, what we wanted to do was to tell customers, to tell people that, well, you don't have a malware problem, you have an adversary problem. There are humans that are out there conducting these attacks, and if you know who they are what they're up to, how they operate then you're better positioned to defend against them. And so that's really at the core, what CrowdStrike started with and all of our products are powered by intelligence. All of our services are our OverWatch and our Falcon complete, all powered by intelligence because we want to know who the threat actors are and what they're doing so we can stop them. >> So for instance like you can stop known malware. A lot of companies can stop known malware, but you also can stop unknown malware. And I infer that the intelligence is part of that equation, is that right? >> Absolutely. That that's the outcome. That's the output of the intelligence but I could also tell you who these threat actors are, where they're operating out of, show you pictures of some of them, that's the threat intel. We are tracking down to the individual persona in many cases, these various threats whether they be Chinese nation state, Russian threat actors, Iran, North Korea, we track as I said, quite a few of these threats. And over time, we develop a really robust deep knowledge about who they are and how they operate. >> Okay. And we're going to get into some of that, the big four and cyber. But before we do, I want to ask you about the eCrime index stats, the ECX you guys call it a little side joke for all your nerds out there. Maybe you could explain that Adam >> Assembly humor. >> Yeah right, right. So, but, what is that index? You guys, how often do you publish it? What are you learning from that? >> Yeah, so it was modeled off of the Dow Jones industrial average. So if you look at the Dow Jones it's a composite index that was started in the late 1800s. And they took a couple of different companies that were the industrial component of the economy back then, right. Textiles and railroads and coal and steel and things like that. And they use that to approximate the overall health of the economy. So if you take these different stocks together, swizzle 'em together, and figure out some sort of number you could say, look, it's up. The economy's doing good. It's down, not doing so good. So after World War II, everybody was exuberant and positive about the end of the war. The DGI goes up, the oil crisis in the seventies goes down, COVID hits goes up, sorry, goes down. And then everybody realizes that they can use Amazon still and they can still get the things they need goes back up with the eCrime index. We took that approach to say what is the health of the underground economy? When you read about any of these ransomware attacks or data extortion attacks there are criminal groups that are working together in order to get things spammed out or to buy credentials and things like that. And so what the eCrime index does is it takes 24 different observables, right? The price of a ransom, the number of ransom attacks, the fluctuation in cryptocurrency, how much stolen material is being sold for on the underground. And we're constantly computing this number to understand is the eCrime ecosystem healthy? Is it thriving or is it under pressure? And that lets us understand what's going on in the world and kind of contextualize it. Give an example, Microsoft on patch Tuesday releases 56 vulnerabilities. 11 of them are critical. Well guess what? After hack Tuesday. So after patch Tuesday is hack Wednesday. And so all of those 11 vulnerabilities are exploitable. And now you have threat actors that have a whole new array of weapons that they can deploy and bring to bear against their victims after that patch Tuesday. So that's hack Wednesday. Conversely we'll get something like the colonial pipeline. Colonial pipeline attack May of 21, I think it was, comes out and all of the various underground forums where these ransomware operators are doing their business. They freak out because they don't want law enforcement. President Biden is talking about them and he's putting pressure on them. They don't want this ransomware component of what they're doing to bring law enforcement, bring heat on them. So they deplatform them. They kick 'em off. And when they do that, the ransomware stops being as much of a factor at that point in time. And the eCrime index goes down. So we can look at holidays, and right around Thanksgiving, which is coming up pretty soon, it's going to go up because there's so much online commerce with cyber Monday and such, right? You're going to see this increase in online activity; eCrime actors want to take advantage of that. When Christmas comes, they take vacation too; they're going to spend time with their families, so it goes back down and it stays down till around the end of the Russian Orthodox Christmas, which you can probably extrapolate why that is. And then it goes back up. So as it's fluctuating, it gives us the ability to really just start tracking what that economy looks like. >> Realtime indicator of that crypto. >> I mean, you talked about, talked about hack Wednesday, and before that you mentioned, you know, the big four, and I think you said 185 threat actors that you're tracking, is 180, is number 185 on that list? Somebody living in their basement in their mom's basement or are the resources necessary to get on that list? Such that it's like, no, no, no, no. this is very, very organized, large groups of people. Hollywood would have you believe that it's guy with a laptop, hack Wednesday, (Dave Nicholson mimics keyboard clacking noises) and everything done. >> Right. >> Are there individuals who are doing things like that or are these typically very well organized? >> That's a great question. And I think it's an important one to ask and it's both it tends to be more, the bigger groups. There are some one-off ones where it's one or two people. Sometimes they get big. Sometimes they get small. One of the big challenges. Have you heard of ransomware as a service? >> Of course. Oh my God. Any knucklehead can be a ransomwarist. >> Exactly. So we don't track those knuckleheads as much unless they get onto our radar somehow, they're conducting a lot of operations against our customers or something like that. But what we do track is that ransomware as a service platform because the affiliates, the people that are using it they come, they go and, you know, it could be they're only there for a period of time. Sometimes they move between different ransomware services, right? They'll use the one that's most useful for them that that week or that month, they're getting the best rate because it's rev sharing. They get a percentage that platform gets percentage of the ransom. So, you know, they negotiate a better deal. They might move to a different ransomware platform. So that's really hard to track. And it's also, you know, I think more important for us to understand the platform and the technology that is being used than the individual that's doing it. >> Yeah. Makes sense. Alright, let's talk about the big four. China, Iran, North Korea, and Russia. Tell us about, you know, how you monitor these folks. Are there different signatures for each? Can you actually tell, you know based on the hack who's behind it? >> So yeah, it starts off, you know motivation is a huge factor. China conducts espionage, they do it for diplomatic purposes. They do it for military and political purposes. And they do it for economic espionage. All of these things map to known policies that they put out, the Five Year Plan, the Made in China 2025, the Belt and Road Initiative, it's all part of their efforts to become a regional and ultimately a global hegemon. >> They're not stealing nickels and dimes. >> No they're stealing intellectual property. They're stealing trade secrets. They're stealing negotiation points. When there's, you know a high speed rail or something like that. And they use a set of tools and they have a set of behaviors and they have a set of infrastructure and a set of targets that as we look at all of these things together we can derive who they are by motivation and the longer we observe them, the more data we get, the more we can get that attribution. I could tell you that there's X number of Chinese threat groups that we track under Panda, right? And they're associated with the Ministry of State Security. There's a whole other set. That's too associated with the People's Liberation Army Strategic Support Force. So, I mean, these are big operations. They're intelligence agencies that are operating out of China. Iran has a different set of targets. They have a different set of motives. They go after North American and Israeli businesses right now that's kind of their main operation. And they're doing something called hack and lock and leak. With a lock and leak, what they're doing is they're deploying ransomware. They don't care about getting a ransom payment. They're just doing it to disrupt the target. And then they're leaking information that they steal during that operation that brings embarrassment. It brings compliance, regulatory, legal impact for that particular entity. So it's disruptive >> The chaos creators that's.. >> Well, you know I think they're trying to create a they're trying to really impact the legitimacy of some of these targets and the trust that their customers and their partners and people have in them. And that is psychological warfare in a certain way. And it, you know is really part of their broader initiative. Look at some of the other things that they've done they've hacked into like the missile defense system in Israel, and they've turned on the sirens, right? Those are all things that they're doing for a specific purpose, and that's not China, right? Like as you start to look at this stuff, you can start to really understand what they're up to. Russia very much been busy targeting NATO and NATO countries and Ukraine. Obviously the conflict that started in February has been a huge focus for these threat actors. And then as we look at North Korea, totally different. They're doing, there was a major crypto attack today. They're going after these crypto platforms, they're going after DeFi platforms. They're going after all of this stuff that most people don't even understand and they're stealing the crypto currency and they're using it for revenue generation. These nuclear weapons don't pay for themselves, their research and development don't pay for themselves. And so they're using that cyber operation to either steal money or steal intelligence. >> They need the cash. Yeah. >> Yeah. And they also do economic targeting because Kim Jong Un had said back in 2016 that they need to improve the lives of North Koreans. They have this national economic development strategy. And that means that they need, you know, I think only 30% of North Korea has access to reliable power. So having access to clean energy sources and renewable energy sources, that's important to keep the people happy and stop them from rising up against the regime. So that's the type of economic espionage that they're conducting. >> Well, those are the big four. If there were big five or six, I would presume US and some Western European countries would be on there. Do you track, I mean, where United States obviously has you know, people that are capable of this we're out doing our thing, and- >> So I think- >> That defense or offense, where do we sit in this matrix? >> Well, I think the big five would probably include eCrime. We also track India, Pakistan. We track actors out of Columbia, out of Turkey, out of Syria. So there's a whole, you know this problem is getting worse over time. It's proliferating. And I think COVID was also, you know a driver there because so many of these countries couldn't move human assets around because everything was getting locked down. As machine learning and artificial intelligence and all of this makes its way into the cameras at border and transfer points, it's hard to get a human asset through there. And so cyber is a very attractive, cheap and deniable form of espionage and gives them operational capabilities, not, you know and to your question about US and other kind of five I friendly type countries we have not seen them targeting our customers. So we focus on the threats that target our customers. >> Right. >> And so, you know, if we were to find them at a customer environment sure. But you know, when you look at some of the public reporting that's out there, the malware that's associated with them is focused on, you know, real bad people, and it's, it's physically like crypted to their hard drive. So unless you have sensor on, you know, an Iranian or some other laptop that might be target or something like that. >> Well, like Stuxnet did. >> Yeah. >> Right so. >> You won't see it. Right. See, so yeah. >> Well Symantec saw it but way back when right? Back in the day. >> Well, I mean, if you want to go down that route I think it actually came from a company in the region that was doing the IR and they were working with Symantec. >> Oh, okay. So, okay. So it was a local >> Yeah. I think Crisis, I think was the company that first identified it. And then they worked with Symantec. >> It Was, they found it, I guess, a logic controller. I forget what it was. >> It was a long time ago, so I might not have that completely right. >> But it was a seminal moment in the industry. >> Oh. And it was a seminal moment for Iran because you know, that I think caused them to get into cyber operations. Right. When they realized that something like that could happen that bolstered, you know there was a lot of underground hacking forums in Iran. And, you know, after Stuxnet, we started seeing that those hackers were dropping their hacker names and they were starting businesses. They were starting to try to go after government contracts. And they were starting to build training offensive programs, things like that because, you know they realized that this is an opportunity there. >> Yeah. We were talking earlier about this with Shawn and, you know, in the nuclear war, you know the Cold War days, you had the mutually assured destruction. It's not as black and white in the cyber world. Right. Cause as, as Robert Gates told me, you know a few years ago, we have a lot more to lose. So we have to be somewhat, as the United States, careful as to how much of an offensive posture we take. >> Well here's a secret. So I have a background on political science. So mutually assured destruction, I think is a deterrent strategy where you have two kind of two, two entities that like they will destroy each other if they so they're disinclined to go down that route. >> Right. >> With cyber I really don't like that mutually assured destruction >> That doesn't fit right. >> I think it's deterrents by denial. Right? So raising the cost, if they were to conduct a cyber operation, raising that cost that they don't want to do it, they don't want to incur the impact of that. Right. And think about this in terms of a lot of people are asking about would China invade Taiwan. And so as you look at the cost that that would have on the Chinese military, the POA, the POA Navy et cetera, you know, that's that deterrents by denial, trying to, trying to make the costs so high that they don't want to do it. And I think that's a better fit for cyber to try to figure out how can we raise the cost to the adversary if they operate against our customers against our enterprises and that they'll go someplace else and do something else. >> Well, that's a retaliatory strike, isn't it? I mean, is that what you're saying? >> No, definitely not. >> It's more of reducing their return on investment essentially. >> Yeah. >> And incenting them- disincening them to do X and sending them off somewhere else. >> Right. And threat actors, whether they be criminals or nation states, you know, Bruce Lee had this great quote that was "be like water", right? Like take the path of least resistance, like water will. Threat actors do that too. So, I mean, unless you're super high value target that they absolutely have to get into by any means necessary, then if you become too hard of a target, they're going to move on to somebody that's a little easier. >> Makes sense. Awesome. Really appreciate your, I could, we'd love to have you back. >> Anytime. >> Go deeper. Adam Myers. We're here at Fal.Con 22, Dave Vellante, Dave Nicholson. We'll be right back right after this short break. (bouncy music plays)

>> From theCUBE Studios in Palo Alto in Boston, bringing you data driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> After a two-year epic run in tech, 2022 has been an epically bad year. Through yesterday, The NASDAQ composite is down 30%. The S$P 500 is off 21%. And the Dow Jones Industrial average 16% down. And the poor holders at Bitcoin have had to endure a nearly 60% decline year to date. But judging by the attendance and enthusiasm, in major in-person tech events this spring. You'd never know that tech was in the tank. Moreover, walking around the streets of Las Vegas, where most tech conferences are held these days. One can't help but notice that the good folks of Main Street, don't seem the least bit concerned that the economy is headed for a recession. Hello, and welcome to this weeks Wiki Bond Cube Insights powered by ETR. In this Breaking Analysis we'll share our main takeaways from the first half of 2022. And talk about the outlook for tech going forward, and why despite some pretty concerning headwinds we remain sanguine about tech generally, but especially enterprise tech. Look, here's the bumper sticker on why many folks are really bearish at the moment. Of course, inflation is high, other than last year, the previous inflation high this century was in July of 2008, it was 5.6%. Inflation has proven to be very, very hard to tame. You got gas at $7 dollars a gallon. Energy prices they're not going to suddenly drop. Interest rates are climbing, which will eventually damage housing. Going to have that ripple effect, no doubt. We're seeing layoffs at companies like Tesla and the crypto names are also trimming staff. Workers, however are still in short supply. So wages are going up. Companies in retail are really struggling with the right inventory, and they can't even accurately guide on their earnings. We've seen a version of this movie before. Now, as it pertains to tech, Crawford Del Prete, who's the CEO of IDC explained this on theCUBE this very week. And I thought he did a really good job. He said the following, >> Matt, you have a great statistic that 80% of companies used COVID as their point to pivot into digital transformation. And to invest in a different way. And so what we saw now is that tech is now where I think companies need to focus. They need to invest in tech. They need to make people more productive with tech and it played out in the numbers. Now so this year what's fascinating is we're looking at two vastly different markets. We got gasoline at $7 a gallon. We've got that affecting food prices. Interesting fun fact recently it now costs over $1,000 to fill an 18 wheeler. All right, based on, I mean, this just kind of can't continue. So you think about it. >> Don't put the boat in the water. >> Yeah, yeah, yeah. Good luck if ya, yeah exactly. So a family has kind of this bag of money, and that bag of money goes up by maybe three, 4% every year, depending upon earnings. So that is sort of sloshing around. So if food and fuel and rent is taking up more, gadgets and consumer tech are not, you're going to use that iPhone a little longer. You're going to use that Android phone a little longer. You're going to use that TV a little longer. So consumer tech is getting crushed, really it's very, very, and you saw it immediately in ad spending. You've seen it in Meta, you've seen it in Facebook. Consumer tech is doing very, very, it is tough. Enterprise tech, we haven't been in the office for two and a half years. We haven't upgraded whether that be campus wifi, whether that be servers, whether that be commercial PCs as much as we would have. So enterprise tech, we're seeing double digit order rates. We're seeing strong, strong demand. We have combined that with a component shortage, and you're seeing some enterprise companies with a quarter of backlog, I mean that's really unheard of. >> And higher prices, which also profit. >> And therefore that drives up the prices. >> And this is a theme that we've heard this year at major tech events, they've really come roaring back. Last year, theCUBE had a huge presence at AWS Reinvent. The first Reinvent since 2019, it was really well attended. Now this was before the effects of the omicron variant, before they were really well understood. And in the first quarter of 2022, things were pretty quiet as far as tech events go But theCUBE'a been really busy this spring and early into the summer. We did 12 physical events as we're showing here in the slide. Coupa, did Women in Data Science at Stanford, Coupa Inspire was in Las Vegas. Now these are both smaller events, but they were well attended and beat expectations. San Francisco Summit, the AWS San Francisco Summit was a bit off, frankly 'cause of the COVID concerns. They were on the rise, then we hit Dell Tech World which was packed, it had probably around 7,000 attendees. Now Dockercon was virtual, but we decided to include it here because it was a huge global event with watch parties and many, many tens of thousands of people attending. Now the Red Hat Summit was really interesting. The choice that Red Hat made this year. It was purposefully scaled down and turned into a smaller VIP event in Boston at the Western, a couple thousand people only. It was very intimate with a much larger virtual presence. VeeamON was very well attended, not as large as previous VeeamON events, but again beat expectations. KubeCon and Cloud Native Con was really successful in Spain, Valencia, Spain. PagerDuty Summit was again a smaller intimate event in San Francisco. And then MongoDB World was at the new Javits Center and really well attended over the three day period. There were lots of developers there, lots of business people, lots of ecosystem partners. And then the Snowflake summit in Las Vegas, it was the most vibrant from the standpoint of the ecosystem with nearly 10,000 attendees. And I'll come back to that in a moment. Amazon re:Mars is the Amazon AI robotic event, it's smaller but very, very cool, a lot of innovation. And just last week we were at HPE Discover. They had around 8,000 people attending which was really good. Now I've been to over a dozen HPE or HPE Discover events, within Europe and the United States over the past decade. And this was by far the most vibrant, lot of action. HPE had a little spring in its step because the company's much more focused now but people was really well attended and people were excited to be there, not only to be back at physical events, but also to hear about some of the new innovations that are coming and HPE has a long way to go in terms of building out that ecosystem, but it's starting to form. So we saw that last week. So tech events are back, but they are smaller. And of course now a virtual overlay, they're hybrid. And just to give you some context, theCUBE did, as I said 12 physical events in the first half of 2022. Just to compare that in 2019, through June of that year we had done 35 physical events. Yeah, 35. And what's perhaps more interesting is we had our largest first half ever in our 12 year history because we're doing so much hybrid and virtual to compliment the physical. So that's the new format is CUBE plus digital or sometimes just digital but that's really what's happening in our business. So I think it's a reflection of what's happening in the broader tech community. So everyone's still trying to figure that out but it's clear that events are back and there's no replacing face to face. Or as I like to say, belly to belly, because deals are done at physical events. All these events we've been to, the sales people are so excited. They're saying we're closing business. Pipelines coming out of these events are much stronger, than they are out of the virtual events but the post virtual event continues to deliver that long tail effect. So that's not going to go away. The bottom line is hybrid is the new model. Okay let's look at some of the big themes that we've taken away from the first half of 2022. Now of course, this is all happening under the umbrella of digital transformation. I'm not going to talk about that too much, you've had plenty of DX Kool-Aid injected into your veins over the last 27 months. But one of the first observations I'll share is that the so-called big data ecosystem that was forming during the hoop and around, the hadoop infrastructure days and years. then remember it dispersed, right when the cloud came in and kind of you know, not wiped out but definitely dampened the hadoop enthusiasm for on-prem, the ecosystem dispersed, but now it's reforming. There are large pockets that are obviously seen in the various clouds. And we definitely see a ecosystem forming around MongoDB and the open source community gathering in the data bricks ecosystem. But the most notable momentum is within the Snowflake ecosystem. Snowflake is moving fast to win the day in the data ecosystem. They're providing a single platform that's bringing different data types together. Live data from systems of record, systems of engagement together with so-called systems of insight. These are converging and while others notably, Oracle are architecting for this new reality, Snowflake is leading with the ecosystem momentum and a new stack is emerging that comprises cloud infrastructure at the bottom layer. Data PaaS layer for app dev and is enabling an ecosystem of partners to build data products and data services that can be monetized. That's the key, that's the top of the stack. So let's dig into that further in a moment but you're seeing machine intelligence and data being driven into applications and the data and application stacks they're coming together to support the acceleration of physical into digital. It's happening right before our eyes in every industry. We're also seeing the evolution of cloud. It started with the SaaS-ification of the enterprise where organizations realized that they didn't have to run their own software on-prem and it made sense to move to SaaS for CRM or HR, certainly email and collaboration and certain parts of ERP and early IS was really about getting out of the data center infrastructure management business called that cloud 1.0, and then 2.0 was really about changing the operating model. And now we're seeing that operating model spill into on-prem workloads finally. We're talking about here about initiatives like HPE's Green Lake, which we heard a lot about last week at Discover and Dell's Apex, which we heard about in May, in Las Vegas. John Furrier had a really interesting observation that basically this is HPE's and Dell's version of outposts. And I found that interesting because outpost was kind of a wake up call in 2018 and a shot across the bow at the legacy enterprise infrastructure players. And they initially responded with these flexible financial schemes, but finally we're seeing real platforms emerge. Again, we saw this at Discover and at Dell Tech World, early implementations of the cloud operating model on-prem. I mean, honestly, you're seeing things like consoles and billing, similar to AWS circa 2014, but players like Dell and HPE they have a distinct advantage with respect to their customer bases, their service organizations, their very large portfolios, especially in the case of Dell and the fact that they have more mature stacks and knowhow to run mission critical enterprise applications on-prem. So John's comment was quite interesting that these firms are basically building their own version of outposts. Outposts obviously came into their wheelhouse and now they've finally responded. And this is setting up cloud 3.0 or Supercloud, as we like to call it, an abstraction layer, that sits above the clouds that serves as a unifying experience across a continuum of on-prem across clouds, whether it's AWS, Azure, or Google. And out to both the near and far edge, near edge being a Lowes or a Home Depot, but far edge could be space. And that edge again is fragmented. You've got the examples like the retail stores at the near edge. Outer space maybe is the far edge and IOT devices is perhaps the tiny edge. No one really knows how the tiny edge is going to play out but it's pretty clear that it's not going to comprise traditional X86 systems with a cool name tossed out to the edge. Rather, it's likely going to require a new low cost, low power, high performance architecture, most likely RM based that will enable things like realtime AI inferencing at that edge. Now we've talked about this a lot on Breaking Analysis, so I'm not going to double click on it. But suffice to say that it's very possible that new innovations are going to emerge from the tiny edge that could really disrupt the enterprise in terms of price performance. Okay, two other quick observations. One is that data protection is becoming a much closer cohort to the security stack where data immutability and air gaps and fast recovery are increasingly becoming a fundamental component of the security strategy to combat ransomware and recover from other potential hacks or disasters. And I got to say from our observation, Veeam is leading the pack here. It's now claiming the number one revenue spot in a statistical dead heat with the Dell's data protection business. That's according to Veeam, according to IDC. And so that space continues to be of interest. And finally, Broadcom's acquisition of Dell. It's going to have ripple effects throughout the enterprise technology business. And there of course, there are a lot of questions that remain, but the one other thing that John Furrier and I were discussing last night John looked at me and said, "Dave imagine if VMware runs better on Broadcom components and OEMs that use Broadcom run VMware better, maybe Broadcom doesn't even have to raise prices on on VMware licenses. Maybe they'll just raise prices on the OEMs and let them raise prices to the end customer." Interesting thought, I think because Broadcom is so P&L focused that it's probably not going to be the prevailing model but we'll see what happens to some of the strategic projects rather like Monterey and Capitola and Thunder. We've talked a lot about project Monterey, the others we'll see if they can make the cut. That's one of the big concerns because it's how OEMs like the ones that are building their versions of outposts are going to compete with the cloud vendors, namely AWS in the future. I want to come back to the comment on the data stack for a moment that we were talking about earlier, we talked about how the big data ecosystem that was once coalescing around hadoop dispersed. Well, the data value chain is reforming and we think it looks something like this picture, where cloud infrastructure lives at the bottom. We've said many times the cloud is expanding and evolving. And if companies like Dell and HPE can truly build a super cloud infrastructure experience then they will be in a position to capture more of the data value. If not, then it's going to go to the cloud players. And there's a live data layer that is increasingly being converged into platforms that not only simplify the movement in ELTing of data but also allow organizations to compress the time to value. Now there's a layer above that, we sometimes call it the super PaaS layer if you will, that must comprise open source tooling, partners are going to write applications and leverage platform APIs and build data products and services that can be monetized at the top of the stack. So when you observe the battle for the data future it's unlikely that any one company is going to be able to do this all on their own, which is why I often joke that the 2020s version of a sweaty Steve Bomber running around the stage, screaming, developers, developers developers, and getting the whole audience into it is now about ecosystem ecosystem ecosystem. Because when you need to fill gaps and accelerate features and provide optionality a list of capabilities on the left hand side of this chart, that's going to come from a variety of different companies and places, we're talking about catalogs and AI tools and data science capabilities, data quality, governance tools and it should be of no surprise to followers of Breaking Analysis that on the right hand side of this chart we're including the four principles of data mesh, which of course were popularized by Zhamak Dehghani. So decentralized data ownership, data as products, self-serve platform and automated or computational governance. Now whether this vision becomes a reality via a proprietary platform like Snowflake or somehow is replicated by an open source remains to be seen but history generally shows that a defacto standard for more complex problems like this is often going to emerge prior to an open source alternative. And that would be where I would place my bets. Although even that proprietary platform has to include open source optionality. But it's not a winner take all market. It's plenty of room for multiple players and ecosystem innovators, but winner will definitely take more in my opinion. Okay, let's close with some ETR data that looks at some of those major platform plays who talk a lot about digital transformation and world changing impactful missions. And they have the resources really to compete. This is an XY graphic. It's a view that we often show, it's got net score on the vertical access. That's a measure of spending momentum, and overlap or presence in the ETR survey. That red, that's the horizontal access. The red dotted line at 40% indicates that the platform is among the highest in terms of spending velocity. Which is why I always point out how impressive that makes AWS and Azure because not only are they large on the horizontal axis, the spending momentum on those two platforms rivals even that of Snowflake which continues to lead all on the vertical access. Now, while Google has momentum, given its goals and resources, it's well behind the two leaders. We've added Service Now and Salesforce, two platform names that have become the next great software companies. Joining likes of Oracle, which we show here and SAP not shown along with IBM, you can see them on this chart. We've also plotted MongoDB, which we think has real momentum as a company generally but also with Atlas, it's managed cloud database as a service specifically and Red Hat with trying to become the standard for app dev in Kubernetes environments, which is the hottest trend right now in application development and application modernization. Everybody's doing something with Kubernetes and of course, Red Hat with OpenShift wants to make that a better experience than do it yourself. The DYI brings a lot more complexity. And finally, we've got HPE and Dell both of which we've talked about pretty extensively here and VMware and Cisco. Now Cisco is executing on its portfolio strategy. It's got a lot of diverse components to its company. And it's coming at the cloud of course from a networking and security perspective. And that's their position of strength. And VMware is a staple of the enterprise. Yes, there's some uncertainty with regards to the Broadcom acquisition, but one thing is clear vSphere isn't going anywhere. It's entrenched and will continue to run lots of IT for years to come because it's the best platform on the planet. Now, of course, these are just some of the players in the mix. We expect that numerous non-traditional technology companies this is important to emerge as new cloud players. We've put a lot of emphasis on the data ecosystem because to us that's really going to be the main spring of digital, i.e., a digital company is a data company and that means an ecosystem of data partners that can advance outcomes like better healthcare, faster drug discovery, less fraud, cleaner energy, autonomous vehicles that are safer, smarter, more efficient grids and factories, better government and virtually endless litany of societal improvements that can be addressed. And these companies will be building innovations on top of cloud platforms creating their own super clouds, if you will. And they'll come from non-traditional places, industries, finance that take their data, their software, their tooling bring them to their customers and run them on various clouds. Okay, that's it for today. Thanks to Alex Myerson, who is on production and does the podcast for Breaking Analysis, Kristin Martin and Cheryl Knight, they help get the word out. And Rob Hoofe is our editor and chief over at Silicon Angle who helps edit our posts. Remember all these episodes are available as podcasts wherever you listen. All you got to do is search Breaking Analysis podcast. I publish each week on wikibon.com and siliconangle.com. You can email me directly at david.vellante@siliconangle.com or DM me at dvellante, or comment on my LinkedIn posts. And please do check out etr.ai for the best survey data in the enterprise tech business. This is Dave Vellante for theCUBE's Insights powered by ETR. Thanks for watching be well. And we'll see you next time on Breaking Analysis. (upbeat music)

>>Mhm. Mhm. >>We're here with the Cube covering Calm Vault Connections 21. We're gonna look at the data protection space and how cloud computing has advanced the way we think about backup recovery and protecting our most critical data. Ranga Rajagopalan, who is the vice president of products at Con vault and Stephen Orban, who's the General manager of AWS marketplace and control services gents. Welcome to the cube. Good to see you. >>Thank you. Always A pleasure to see you here >>steve. Thanks for having us. Very >>welcome, Stephen, let's start with you. Look the cloud has become a staple of digital infrastructure. I don't know where we'd be right now without being able to access enterprise services I. T. Services remotely. Um But specifically how our customers looking at backup and recovery in the cloud, is it a kind of a replacement for existing strategies? Is it another layer of protection? How are they thinking about that? >>Yeah. Great question. David again, thank thanks for having me. And I think you know, look if you look back to 15 years ago when the founders of AWS had the hypothesis that many enterprises governments and developers we're gonna want access to on demand pay as you go I. T. Resources in the cloud. Uh None of us would have been able to predict that it would have Matured and um you know become the staple that it has today over the last 15 years. But the reality is that a lot of these enterprise customers, many of whom have been doing their own IT infrastructure for the last 10, 20 or multiple decades do have to kind of figure out how they deal with the change management of moving to the cloud. And while a lot of our customers um will initially come to us because they're looking to save money or costs, almost all of them decided to stay and go big because of the speed at which they are able to innovate on behalf of their customers and when it comes to storage and backup, that just plays right into where they're headed. And there's a variety of different techniques that customers use, whether it be, you know, a lift and shift for a particular set of applications or a data center where they do very much. Look at how can they replace the backup and recovery that they have on premises in the cloud using solutions like, but we're partnering with console to do or completely reimagining their architecture for net new developments that they can really move quickly for their customers. Um and and completely developing something brand new, where it is really a, you know, a brand new replacement and innovation for for for what they've done in the past. >>Great, thank you, Stephen Rachael, I want to ask you about the d were digital. Look, if you're not a digital business today, you're basically out of business. So, my question to you is how have you seen customers change the way they think about data protection during what I call the forced March to digital over the last 18, 19 months or customers, you know, thinking about data protection differently today >>definitely Dave and and thank you for having me and steven. Pleasure to join you on this cube interview first going back to stevens comments can't agree more. Almost every business that we talked with today has a cloud first strategy, a cloud transformation mandate and you know, the reality is back to your digital comment. There are many different paths to the hybrid multi cloud and different customers. You know, there are different parts of the journey. So I still was saying most often customers at least in the data protection perspective start the conversation by thinking here have all these tips. Can I start using cloud as my air gap long term retention target and before they realized they start moving their workloads into the cloud and none of the backup and record yesterday's are going to change. So you need to continue protecting the clothes, which is where the cloud native data protection comes in and then they start innovating around er, can I use cloud as media sites so that you know, I don't need to meet in the other side. So this year is all around us. Cloud transformation is all around us and and the real essence of this partnership between AWS and calm vault is essentially to dr and simplify all the paths to the club regardless of whether you're going to use it as a storage started or you know, your production data center, all your dear disaster recovery site. >>Yeah, it really is about providing that optionality for customers. I talked to a lot of customers and said, hey, our business resilience strategy was really too focused on D. R. I've talked to all the customers at the other end of the spectrum said we don't even have a D. R. Strategy now, we're using the cloud for that. So it's really all over the map and you want that optionality. So steven and then go ahead. >>Please, ransomware plays a big role in many of these considerations that greatly. It's unfortunately not a question of whether you're going to be hit by ransomware, it's almost we can like, what do you do when you're hit by ransomware and the ability to use the clothes scaled immediately, bring up the resources, use the cloud backups has become a very popular choice simply because of the speed with which you can bring the business back to normal our patients. The agility and the power that cloud brings to the table. >>Yeah, ransomware is scary. You don't, you don't even need a high school diploma to be a ransomware ist you can just go on the dark web and by ransomware as a service and do bad things and hopefully you'll end up in jail. Uh Stephen we know about the success of the AWS marketplace, uh you guys are partnering here. I'm interested in how that partnership, you know, kind of where it started and how it's evolving. >>Yeah, happy to highlight on that. So, look when >>we when we started >>Aws or when the founders of aws started aws, as I said 15 years ago we we realized very early on that while we were going to be able to provide a number of tools for customers to have on demand access to compute storage, networking databases that many, particularly enterprise and government government customers still use a wide range of tools and solutions from hundreds, if not in some cases thousands of different partners. I mean I talked to enterprises who literally use thousands of of different vendors to help them deliver their solutions for their customers. So almost 10 years ago, we're almost at our 10 year anniversary for AWS marketplace, we launched the first substantiation of AWS marketplace which allowed builders and customers to find try buy and then deploy third party software solutions running on amazon machine instances also noticed as armies natively right in their AWS and cloud accounts to complement what they were doing in the cloud. And over the last nearly 10 years we've evolved quite a bit to the point where we support software and multiple different packaging types, whether it be amazon machine instances, containers, machine learning models and of course SAS and the rise of software as a service. So customers don't have to manage the software themselves. But we also support data products through the AWS Data exchange and professional services for customers who want to get services to help them integrate the software into their environments. And we now do that across a wide range of procurement options. So what used to be pay as you go amazon machine instances now includes multiple different ways to contract directly, customer can do that directly with the vendor with their channel partner or using kind of our public e commerce capabilities. And we're super excited, um, over the last couple of months we've been partnering with calm vault to get their industry leading backup and recovery solutions listed on AWS marketplace, which is available for our collective customers now. So not only do they have access to convulse awesome solutions to help them protect against ransomware as we talked about and to manage their backup and recovery environments, but they can find and deploy that directly in one click right into their AWS accounts and consolidate their building relationship right on the AWS and voice. And it's been awesome to work with with Rhonda and the product teams and convo to really, um, expose those capabilities where converts using a lot of different AWS services to provide a really great native experience for our collective customers as they migrate to the cloud. >>Yeah, the marketplace has been amazing. We've watched it evolve over the past decade and, and, and it's a, it's a key characteristic of everybody has a cloud today. We're a cloud to butt marketplaces unique uh, in that it's the power of the ecosystem versus the resources of one and Ringo. I wonder from, from your perspective, if you could talk about the partnership with AWS from your view and then specifically you've got some hard news, I wonder if you could talk about that as well. >>Absolute. So the partnership has been extended for more than 12 years. Right. So aws and Commonwealth have been bringing together solutions that help customers solve the data management challenges and everything that we've been doing has been driven by the customer demand that we seek. Right customers are moving their workloads in the cloud. They're finding new ways of deploying their workloads and protecting them. Um, you know, earlier we introduced cloud native integration with the EBS API which has driven almost 70% performance improvements in backup and restores. And when you look at huge customers like coca cola who have standardized on AWS um, combo. That is the scale that they want to operate in. You manage around 1 50,000 snapshots 1200 ec, two instances across six regions. But with just one resource dedicated for the data management strategy. Right? So that's where the real built in integration comes into play and we've been extending it to make use of the cloud efficiencies like our management and auto scale and so on. Another aspect is our commitment to a radically simple customer experience and that's, you know, I'm sure Stephen would agree it's a big month for at AWS as well. That's really together with the customer demand which brought us together to introduce com ball into the AWS marketplace exactly the way Stephen described it. Now the heart announcement is coming back up and recovery is available in native this marketplace. So the exact four steps that Stephen mentioned, find, try buy and deploy everything simplified through the marketplace So that our aws customers can start using far more back of software in less than 20 minutes. A 60 year trial version is included in the product through marketplace and you know, it's a single click buy, we use the cloud formation templates to deploy. So it becomes a super simple approach to protect the AWS workloads and we protect a lot of them. Starting from easy to rds dynamodb document DB um, you know, the containers, the list just keeps going on. So it becomes a very natural extension for our customers to make it super simple to start using convert data protection for the w >>well the con vault stack is very robust. You have extremely mature stack. I want, I'm curious as to how this sort of came about and it had to be customer driven. I'm sure where your customers saying, hey, we're moving to the cloud, we had a lot of workloads in the cloud, we're calm vault customer. That intersection between calm vault and AWS customers. So again, I presume this was customer driven. but maybe you can give us a little insight and add some color to that. >>Everything in this collaboration has been customer driven. We were earlier talking about the multiple paths to chlorine vapor example and still might probably add more color from his own experience at our jones. But I'll bring it to reference Parsons who's a civil engineering leader. They started with the cloud first mandate saying we need to start moving all our backups to the cloud but we have wanted that bad actors might find it easy to go and access the backups edible is um, Conwell came together with the security features and com well brought in its own authorization controls and now we have moved more than 14 petabytes of backup data into the club and it's so robust that not even the backup administrator and go and touch the backups without multiple levels of authorization. Right. So the customer needs, whether it is from a security perspective performance perspective or in this case from a simplicity perspective is really what is driving this. And and the need came exactly like that. There are many customers who have no standardized on it because they want to find everything through the AWS marketplace. They want to use their existing, you know, the AWS contracts and also bring data strategy as part of that so that that's the real um, driver behind this. Um, Stephen and I hope actually announced some of the customers that I actively started using it. You know, many notable customers have been behind this uh, innovation, don't even, I don't know, I wanted to add more to that. >>I would just, I would, I would just add Dave, you know, look if I look back before I joined a W S seven years ago, I was the C I O at dow jones and I was leading a a fairly big cloud migration there over a number of years. And one of the impetus is for us moving to the cloud in the first place was when Hurricane Sandy hit, we had a real disaster recovery scenario in one of our New Jersey data centers um, and we had to act pretty quickly convert was, was part of that solution. And I remember very clearly Even back then, back in 2013, they're being options available to help us accelerate are moved to the cloud and just to reiterate some of the stuff that Rhonda was talking about consoles, done a great job over the last more than a decade, taking features from things like EBS and S three and EC two and some of our networking capabilities and embedding them directly into their services so that customers are able to more quickly move their backup and recovery workloads to the cloud. So each and every one of those features was as a result of, I'm sure combo working backwards from their customer needs just as we do at >>AWS >>and we're super excited to take that to the next level to give customers the option to then also by that right on their AWS invoice on AWS marketplace. >>Yeah, I mean, we're gonna have to leave it there steven, you've mentioned several times the sort of the early days of back then we were talking about gigabytes and terabytes and now we're talking about petabytes and beyond. Guys. Thanks so much. I really appreciate your time and sharing the news with us. >>Dave. Thanks for having us. >>All right. Keep it right there more from combat connections. 21. You're watching the >>cube. Mm hmm.

(Techno music plays in intro) >> We're here with theCUBE covering Commvault Connections 21. And we're going to look at the data protection space and how cloud computing has advanced the way we think about backup, recovery and protecting our most critical data. Ranga Rajagopalan who is the Vice President of products at Commvault, and Stephen Orban who's the General Manager of AWS Marketplace & Control Services. Gents! Welcome to theCUBE. Good to see you. >> Thank you, always a pleasure to see you Dave. >> Dave, thanks for having us. Great to be here. >> You're very welcome. Stephen, let's start with you. Look, the cloud has become a staple of digital infrastructure. I don't know where we'd be right now without being able to access enterprise services, IT services remotely, Um, but specifically, how are customers looking at backup and recovery in the cloud? Is it a kind of a replacement for existing strategies? Is it another layer of protection? How are they thinking about that? >> Yeah. Great question, Dave. And again, thanks. Thanks for having me. And I think, you know, look. If you look back to 15 years ago, when the founders of AWS had the hypothesis that many enterprises, governments, and developers were going to want access to on demand, pay as you go, IT resources in the cloud. None of us would have been able to predict that it would have matured and, um, you know become the staple that it has today over the last 15 years. But the reality is that a lot of these are enterprise customers. Many of whom have been doing their own IT infrastructure for the last 10, 20 or or multiple decades do have to kind of figure out how they deal with it. The change management of moving to the cloud, and while a lot of our customers will initially come to us because they're looking to save money or costs. Almost all of them decide to stay and go big because of the speed at which they're able to innovate on behalf of their customers. And when it comes to storage and backup, that just plays right into where they're headed and there's a variety of different techniques that customers use. Whether it be, you know, a lift and shift for a particular set of applications. Or a data center or where it, where they do very much look at how can they replace the backup and recovery that they have on premises in the cloud using solutions like what we're partnering with Commvault to do. Or completely re-imagining their architecture for net new developments that they can really move quickly for, for their customers and, and completely developing something brand new, where it is really a, um, you know a brand new replacement and innovation for, for, for what they've done in the past. >> Great. Thank you, Stephen. Ranga, I want to ask you about the D word, digital. Look, if you're not a digital business today, you're basically out of business. So my question to you Ranga is, is how have you seen customers change the way they think about data protection during what I call the forced March to digital over the last 18, 19 months? Are customers thinking about data protection differently today? >> Definitely Dave, and and thank you for having me and Stephen pleasure to join you on this CUBE interview. First, going back to Stephen's comments, can't agree more. Almost every business that we talk with today has a cloud first strategy, a cloud transmission mandate. And, you know, the reality is back to your digital comment. There are many different paths to the hybrid micro cloud. And different customers. You know, there are different parts of the journey. So as Stephen was saying, most often customers, at least from a data protection perspective. Start the conversation their thinking, hey, I have all these tapes, can I start using cloud as my air gap, long-term retention target. And before they realize they start moving their workloads into the cloud, and none of the backup and recovery facilities are going to change. So you need to continue protecting the cloud, which is where the cloud meta data protection comes in. And then they start innovating around DR Can I use cloud as my DR sites so that, you know, I don't need to meet in another site. So this is all around us, cloud transmissions, all around us. And, and the real essence of this partnership between AWS and Commvault is essentially to drive, and simplify all the paths to the cloud Regardless of whether you're going to use it as a storage target or, you know, your production data center or your DR. Disaster Recovery site. >> Yeah. So really, it's about providing that optionality for customers. I talked to a lot of customers and said, hey, our business resilience strategy was really too focused on DR. I've talked to all the customers at the other end of the spectrum said, we didn't even have a DR strategy. Now we're using the cloud for that. So it's a, it's really all over the map and you want that optionality. So Stephen, >> (Ranga cuts in) >> Go ahead, please. >> And sorry. Ransomware plays a big role in many of these considerations as well, right? Like, it's unfortunately not a question of whether you're going to be hit by ransomware. It's almost become like, what do you do when you're hit by ransomware? And the ability to use the cloud scale to immediately bring up the resources. Use the cloud backers has become a very popular choice simply because of the speed with which you can bring the business back to normal operations. The agility and the power that cloud brings to the table. >> Yeah. Ransomware is scary. You don't, you don't even need a high school degree diploma to be a ransomware-ist. You could just go on the dark web and buy ransomware as a service and do bad things. And hopefully you'll end up in jail. Stephen, we know about the success of the AWS Marketplace. You guys are partnering here. I'm interested in how that partnership, you know, kind of where it started and how it's evolving. >> Yeah. And happy to highlight on that. So look, when we, when we started AWS or when the founders of AWS started AWS, as I said, 15 years ago. We realized very early on that while we were going to be able to provide a number of tools for customers to have on demand access to compute storage, networking databases, that many particularly, enterprise and government government customers still use a wide range of tools and solutions from hundreds, if not in some cases, thousands of different partners. I mean, I talked to enterprises who who literally used thousands of of different vendors to help them deliver those solutions for their customers. So almost 10 years ago, we're almost at our 10 year anniversary for AWS Marketplace. We launched the first instantiation of AWS Marketplace, which allowed builders and customers to find, try, buy, and then deploy third-party software solutions running on Amazon Machine Instances, also known as AMI's. Natively, right in their AWS and cloud accounts to compliment what they were doing in the cloud. And over the last, nearly 10 years, we've evolved quite a bit. To the point where we support software in multiple different packaging types. Whether it be Amazon Machine Instances, containers, machine learning models, and of course, SAS and the rise of software as a service, so customers don't have to manage the software themselves. But we also support a data products through the AWS data exchange and professional services for customers who want to get services to help them integrate the software into their environments. And we now do that across a wide range of procurement options. So what used to be pay as you go Amazon Machine Instances now includes multiple different ways to contract directly. The customer can do that directly with the vendor, with their channel partner or using kind of our, our public e-commerce capabilities. And we're super excited, um, over the last couple of months, we've been partnering with Commvault to get their industry leading backup and recovery solutions listed on AWS Marketplace. Which is available for our collective customers now. So not only do they have access to Commvault's awesome solutions to help them protect against ransomware, as we talked about and, and to manage their backup and recovery environments. But they can find and deploy that directly in one click right into their AWS accounts and consolidate their, their billing relationship right on the AWS invoice. And it's been awesome to work with with Ranga and the, and the product teams at Commvault to really expose those capabilities where Commvault's using a lot of different AWS services to, to provide a really great native experience for our collective customers as they migrate to the cloud. >> Yeah. The Marketplace has been amazing. We've watched it evolve over the past decade and it's just, it's a key characteristic of cloud. Everybody has a cloud today, right? Ah, we're a cloud too, but Marketplace is unique in, in, in that it's the power of the ecosystem versus the resources of one. And Ranga, I wonder if from your perspective, if you could talk about the partnership with AWS from your view, and and specifically you've got some hard news. Would, if you could, talk about that as well. >> Absolutely. So the partnership has been extending for more than 12 years, right? So AWS and Commvault have been bringing together solutions that help customers solve the data management challenges and everything that we've been doing has been driven by the customer demand that we see, right. Customers are moving their workloads to the cloud. They are finding new ways of deploying the workloads and protecting them. You know, earlier we introduced cloud native integration with the EBS AVI's which has driven almost 70% performance improvements in backup and restore. When you look at huge customers like Coca-Cola, who have standardized on AWS and Commvault, that is the scale that they want to operate on. They manage around one through 3,000 snapshots, 1200 easy, two instances across six regions, but with just one resource dedicated for the data management strategy, right? So that's where the real built-in integration comes into play. And we've been extending it to make use of the cloud efficiencies like power management and auto-scale, and so on. Another aspect is our commitment to a radically simple customer experience. And that's, you know, I'm sure Stephen would agree. It's a big mantra at AWS as well. That's really, together, the customer demand that's brought us together to introduce combo into the AWS Marketplace, exactly the way Stephen described it. Now the hot announcement is calmer, backup and recovery is available in AWS Marketplace. So the exact four steps that Stephen mentioned: find, try, buy, and deploy everything simplified to the Marketplace so that our AWS customers can start using our more backup software in less than 20 minutes. A 60 day trial version is included in the product through Marketplace. And, you know, it's a single click buy. We use the cloud formation templates to deploy. So it becomes a super simple approach to protect the AWS workloads. And we protect a lot of them starting from EC2, RDS DynamoDB, DocumentDB, you know, the, the containers, the list just keeps going on. So it becomes a very natural extension for our customers to make it super simple, to start using Commvault data protection for the AWS workloads. >> Well, the Commvault stack is very robust. You have an extremely mature stack. I want to, I'm curious as to how this sort of came about? I mean, it had to be customer driven, I'm sure. When your customers say, hey, we're moving to the cloud, we had a lot of workloads in the cloud. We're a Commvault customer, that intersection between Commvault and AWS customer. So, so again, I presume this was customer driven, but maybe you can give us a little insight and add some color to that, Ranga. >> Every everything, you know, in this collaboration has been customer driven. We were earlier talking about the multiple paths to cloud and a very good example, and Stephen might probably add more color from his own experience at Dow Jones, but I I'll, I'll bring it to reference Parsons. Who's, you know, civil engineering leader. They started with the cloud first mandate saying, we need to start moving all our backups to the cloud, but we averted that bad actors might find it easy to go and access the backups. AWS and Commvault came together with AWS security features and Commvault brought in its own authorization controls. And now we are moved more than 14 petabytes of backup data into the cloud, and it's sort of as that, not even the backup administrators can go and patch the backups without multiple levels of authorization, right? So the customer needs, whether it is from a security perspective, performance perspective, or in this case from a simplicity perspective is really what is driving us and, and the need came exactly like that. There are many customers who have now standardized on AWS, they want to find everything related to this Marketplace. They want to use their existing, you know, the AWS contracts and also bring data strategy as part of that. So that, that's the real driver behind this. Stephen and I were hoping that we could actually announce some of the customers that have actively started using it. You know, many notable customers have been behind this innovation. And Stephen I don't know if you wanted to add more to that. >> I would just, I would just add Dave, you know, like if I look back before I joined AWS seven years ago, I was the CIO at Dow Jones. And I was leading a, a fairly big cloud migration there over a number of years. And one of the impetuses for us moving to the cloud in the first place was when Hurricane Sandy hit, we had a real disaster recovery scenario in one of our New Jersey data centers. And we had to act pretty quickly. Commvault was, was part of that solution. And I remember very clearly, even back then, back in 2013, there being options available to help us accelerate our move to the cloud. And, and just to reiterate some of the stuff that Ranga was talking about, you know, Commvault's done a great job over the last, more than a decade. Taking features from things like EBS, and S3, and TC2 and some of our networking capabilities and embedding them directly into their services so that customers are able to, you know, more quickly move their backup and recovery workloads to the cloud. So each and every one of those features was, is a result of, I'm sure, Commvault working backwards from their customer needs just as we do at AWS. And we're super excited to take that to the next level, to give customers the option to then also buy that right on their AWS invoice on AWS Marketplace. >> Yeah. I mean, we're going to have to leave it there. Stephen you've mentioned this several times, there's sort of the early days of AWS. We went back then we were talking about gigabytes and terabytes, and now we're talking about petabytes and beyond. Guys thanks so much. We really appreciate your time and sharing the news with us. >> Dave, thanks for having us. >> All right, keep it right there more from Commvault Connections 21, you're watching theCUBE.

>> Announcer: Live from Nashville, Tennessee, it's theCUBE, covering Commvault GO, 2018. Brought to you by, Commvault. >> Welcome back to Nashville, Tennessee, this is Commvault Go and you're watching theCUBE, I'm Stu Miniman, joined by my co-host, Keith Townsend And we're going to get a little cloudy. Happy to welcome to the program, Sabina Joseph, who's the Global Segment Director with Amazon Web Services, welcome back to the program. >> Thank you very much for having us here, >> Miniman: And also welcome to the program, first time, Jeanna James, who's the Worldwide Cloud Alliances Leader with Commvault, thanks for joining us. >> Thank you for having us. >> Alright, so, we're looking at the ecosystem that Commvaults have, Sabina, why don't you give us a little bit on the history, and what's going on, between Amazon, and Commvault. >> I think I'm going to have Jeanna kind of kick that off, and then we will >> sure! Yeah! >> Add some comments! >> I'll take that, so we started our relationship over five years ago, and it's been a strong and growing relationship since that time. We started off with S3 integration, and we write natively to Amazon S3, and now our integration points have just become deeper and wider, so, S3, S3IA, Glacier, Snowball, we have full support across the Amazon services, and, about three years ago, Amazon started the storage Competency Program, and Commvault is a storage Competency Partner, and so with that launch, we started to do more on the go to market side, so we started off with that integration, and the technology side, and now today are expanding more on the go to market, and Sabina you want to talk a a little bit about that? >> Absolutely, thank you, Jeanna. Thank you for that question. So our collaboration indeed started five years ago, and Commvault has always embraced our best practices around technology and go to market. They've always focused on getting the technical integrations with our services right, prior to engaging on go to market and sales initiatives. They have launched a joint practices website on their webpages, which talks about our collaboration, our solutions, and also jointly validated reference architectures. We engaged early on in the channel. In addition, when AWS is about to launch services and new features, we engage Commvault's technical team early on, and wherever possible, Commvault has always participated in our beta launches. This is actually one of the reasons why Commvault has a wide integration across Amazon S3, S3IA, Glacier, Glacier Vault Lock, and different versions of Snowball. >> Yeah, so, Sabina, those of us that watch the industry, watching this storage segment, and how AWS relates to it has been one of the most fascinating stories there. At this conference, we're really enjoying getting to talk to some of the customers, we know that Amazon's always listening very much to the customers, what can you tell us about what you're hearing from the customers, and how is that impacting the focus of what you're doing together? >> Well, as you know, AWS is very focused on the customer, and Commvault has always embraced this vision, making sure to launch solutions that mutually delight our customers. Every year, our technical and our executive teams meet, to set the initiatives for the year, both on the business and the technical front. This is on of the reasons why solutions such as data disaster recovery, healthcare data protection solutions, and AIML solutions, really speak to Commvault's commitment to the Cloud, and we are also very open with each other on recommendations. They have given us recommendations on our services, and we have done the same with Commvault, and we very much welcome these suggestions. All of this has laid a very strong foundation for our collaboration, and we look forward, and we will expect to see continued strong growth in the coming years. >> So, data, we've heard it said time and time again, the new currency, super important, Amazon obviously a leader in Cloud storage, talk to us about what's happening around data protection, data management, at AWS Cloud. >> Well, when we talk to our customers, one of the very first workloads, there in fact moving into the Cloud is backup of data, and with this cloud-first initiative in mind, they are embracing cloud-based solutions around data protection and data management. As you might be aware, the amount of data that customers are needing to protect is growing two-fold every two years, and challenges around ransomware means that traditional industries, and heavily regulated industries, like financial services, healthcare, are moving data into the Cloud because of our collaboration for over five years, Commvault has a wide array of solutions to address these customer needs available on AWS globally. >> Yes, and just to add to that, with AWS over the last two years, we've seen 100% growth year over year, and we continue to expect additional growth >> absolutely >> with AWS and our customer base, and typically, what we see, is customers will start with backup and recovery and sending backup data into the could, and then once they get that data into the Cloud they start to use it. Let's test disaster recovery incident, and see if it works? Wow, it worked, great! Once it works, then they start moving more clothes into the Cloud, and protecting the data across regions, and all over the world, and so that's one of the great benefits that we have with Amazon and Commvault together. >> Congrats on the progress that you've been making, sounds like you've got some good proof points. As this is maturing, what feedback are you getting from customers, what are they asking you to do, to expand this partnership even further? >> Thank you for that question, as Jeanna knows, customers are always looking for a wide integration of Commvault solutions across our services. They want to use the rich features that Commvault has on premises, in the hybrid architecture model, and also for workloads that are running completely on AWS, and once this data moves into the Cloud they want to do more with this data. This is actually one of the reasons why we are working together, to have Commvault integrate across our machine learning services, like transcribe, translate, which means that customers can extract more value from this data, improve their time to market, and potentially even create net new solutions using this data. >> So from a Commvault perspective, we see, just like Sabina said, more and customers going through digital transformations, and when they go through those digital transformations, they've been sold on things like, we want to lower cost, and we want to have more agility with our business, and one of our big customers that's here today, Dow Jones, talks about that story, where they've gotten rid of a lot of their data centers, moved a lot of their infrastructure into the Cloud and so they've been able to become more agile as a business because of moving to the Cloud with Commvault and AWS, so, we hope that you'll take some time and hear some of the customers' stories out there, while you're here. >> Yeah, we'll listen to customers, and as customers are making that digital business transformation, what have you been hearing, or what are some of the trends you're seeing, and what are customers thinking about, and specifically in this collaboration, what are you guys thinking about when it comes to digital transformation and the impact on data protection? >> You want to start with that? So, again, lowering cost, scalability, global infrastructure, those are the big things for the digital transformation that we see customers wanting to embrace, and with Commvault, one of the big differentiators, I think, for the enterprise customers out there who are global, is they typically do have both an on-prem environment as well as an in Cloud environment, and even if they have an all in strategy, there is time between that, moving all into the Cloud where they need to be able to cover both the on-prem and in the Cloud workloads, and so Commvault really brings that together, we also work together with our HyperScale Appliance for those customers who want to have on-prem and in the Cloud so overall, it's simplicity, the ability to manage the data, wherever it needs to be, that's where Commvault and AWS really do well and shine. >> Alright, so, for people that are at this show, what flavor are they getting of AWS, or their sessions, or their labs, what's that kind of Cloud experience at this show? >> Well, we have a number of sessions that we are jointly presenting together at, focus around AIML, future SAAS solutions, and also healthcare data protection solutions. And in fact, at this show, we are launching over 2100 EC2 instances, every day at this show, through the hundreds of labs that Commvault has running. For customers and partners, you can come and try out the Commvault solutions on AWS for free at these labs, and for those of you listening out there, we are giving away two Alexas at each of our sessions. >> Wow. So, I think, still we're about eight weeks out, right, from the big show? >> Oh, my team's deep in planning already, I mean, this is a great show, but Amazon is one of the biggest shows that we do every year. What should we expect to see, this year? >> Well as you said, our team is preparing very hard, to make sure that we are providing value to the customers, and partners, attending re:INVENT, and there will be a number of announcements, we're looking forward to having our advanced technology partner and our storage competency partner, Commvault, at re:INVENT again this year. >> And we're excited to be there, so I hope that everybody who's here with us today, will join us at re:INVENT in November, and it's sure to be a great show. >> Alright, yeah, be sure to join theCUBE and over 50,000 of your closest friends >> (laughs) >> in the Cloud in Las Vegas the week right after Thanksgiving, if you haven't already, register quickly, because it will sell out, >> Townsend: That's right >> get your hotel, because they will sell out, what I'm saying is, it's a big show, so, we're excited to be there, for Keith Townsend, I'm Stu Miniman, we'll be be back here with more coverage, from Commvault GO in Nashville, Tennessee, thanks for watching theCUBE. >> Jeanna: Alright. 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>> Announcer: Live from Orlando, Florida, it's theCUBE, covering .conf2018. Brought to you by Splunk. >> Welcome back to .conf2018 everybody, this is theCUBE the leader in live tech coverage. I'm Dave Vellante with Stu Miniman, wrapping up day one and we're pleased to have Bina Khimani, who's the global head of Partner Ecosystem for the infrastructure segments at AWS. Bina, it's great to see you, thanks for coming on theCUBE. >> Thank you for having me. >> You're very welcome. >> Pleasure to be here. >> It's an awesome show, everybody's talking data, we love data. >> Yes. >> You guys, you know, you're the heart of data and transformation. Talk about your role, what does it mean to be the global head Partner Ecosystems infrastructure segments, a lot going on in your title. >> Yes. >> Dave: You're busy. (laughing) >> So, in the infrastructure segment, we cover dev apps, security, networking as well as cloud migration programs, different types of cloud migration programs, and we got segment leaders who really own the strategy and figure out where are the best opportunities for us to work with the partners as well as partner development managers and solution architects who drive adoption of the strategy. That's the team we have for this segment. >> So everybody wants to work with AWS, with maybe one or two exceptions. And so Splunk, obviously, you guys have gotten together and formed an alliance. I think AWS has blessed a lot of the Splunk technology, vice versa. What's the partnership like, how has it evolved? >> So Splunk has been an excellent partner. We are really joined hands together in many fronts. They are fantastic AWS marketplace partner. We have many integrations of Splunk and AWS services, whether it is Kinesis data, Firehose, or Macy, or WAF. So many services Splunk and AWS really are well integrated together. They work together. In addition, we have joined go to market programs. We have field engagement, we have remand generation campaigns. We join hands together to make sure that our customers, joint customers, are really getting the best value out of it. So speaking of partnership, we recently launched migration program for getting Splunk on prem, Splunk Enterprise customers to Splunk Cloud while, you know, they are on their journey to Cloud anyway. >> Yeah, Bina let's dig into that some, we know AWS loves talking about migrations, we dig into all the databases that are going and we talk at this conference, you know Splunk started out very much on premises but we've talked to lots of users that are using the Cloud and it's always that right. How much do they migrate, how much do they start there? Bring us instead, you know, what led to this and what are the workings of it. >> So what, you know if you look at the common problems people have customers have on prem, they are same problems that customers have with Splunk Enterprise on prem, which is, you know, they are looking for resiliency. Their administrator goes on vacation. They want to keep it up and running all the time. They help people making some changes that shouldn't have been made. They want the experts to run their infrastructure. So Splunk Cloud is run by Splunk which is, you know they are the best at running that. Also, you know I just heard a term called lottery proof. So Splunk Cloud is lottery proof, what that means the funny thing is, that you know, your administrator wins lottery, you're not out of business. (laughs) At the same time if you look at the the time to value. I was talking to a customer last night over dinner and they were saying that if they wanted to get on Splunk Enterprise, for their volume of data that they needed to be ingested in Splunk, it would take them six months to just get the hardware in place. With Splunk Cloud they were running in 15 minutes. So, just the time to value is very important. Other things, you know, you don't need to plan for your peak performance. You can stretch it, you can get all the advantages of scalability, flexibility, security, everything you need. As well as running Splunk Cloud you know you are truly cost optimized. Also Splunk Cloud is built for AWS so it's really cost optimized in terms of infrastructure costs, as well as the Splunk licensing cost. >> Yeah it's funny you mentioned the joke, you know you go to Splunk cloud you're not out of a job, I mean what we've heard, the Splunk admins are in such high demand. Kind of running their instances probably isn't, you know a major thing that they'd want to be worrying about. >> Yes, yes, so-- >> Dave: Oh please, go. >> So Splunk administrators are in such a high demand and because of that, you know, not only that customers are struggling with having the right administrators in place, also retaining them. And when they go to Cloud, you know, this is a SAS version, they don't need administrators, nor they need hardware. They can just trust the experts who are really good at doing that. >> So migrations are a tricky thing and I wonder if we can get some examples because it's like moving a house. You don't want to move, or you actually do want to move but it's, you have be planful, it's a bit of a pain, but the benefits, a new life, so. In your world, you got to be better, so the world that you just described of elastic, you don't have to plan for peaks, or performance, the cost, capex, the opex, all that stuff. It's 10 X better, no debate there. But still there's a barrier that you have to go through. So, how does AWS make it easier or maybe you could give us some examples of successful migrations and the business impact that you saw. >> Definitely. So like you said, right, migration is a journey. And it's not always easy one. So I'll talk about different kinds of migration but let me talk about Splunk migration first. So Splunk migration unlike many other migration is actually fairly easy because the Splunk data is transient data, so customers can just point all their data sources to Splunk Cloud instead of Splunk Enterprise and it will start pumping data into Splunk Cloud which is productive from day one. Now if some customers want to retain 60 to 90 days data, then they can run this Splunk Enterprise on prem for 60 more days. And then they can move on to Splunk Cloud. So in this case there was no actual data migration involved. And because this is the log data that people want to see only for 60 to 90 days and then it's not valuable anymore. They don't really need to do large migration in this case it's practically just configure your data sources and you are done. That's the simplest part of the migration which is Splunk migration to Splunk Cloud. Let's talk about different migrations. So... you have heard many customers, you know like Capital One or many other Dow-Jones, they are saying that we are going all in on AWS and they are shutting down their data centers, they are, you know, migrating hundreds of thousands of applications and servers, which is not as simple as Splunk Cloud, right? So, what AWS, you know, AWS does this day in and day out. So we have figured it out again and again and again. In all of our customer interactions and migrations we are acquiring ton of knowledge that we are building toward our migration programs. We want to make sure that our customers are not reinventing the wheel every time. So we have migration programs like migration acceleration program which is for custom large scale migrations for larger customers. We have partner migration programs which is entirely focused on working with SI partners, consulting partners to lead the migrations. As well as we're workload migration program where we are standardizing migrations of standard applications like Splunk or Atlassian, or many of their such standard applications, how we can provide kind of easy button to migrate. Now, when customers are going through this migration journey, you know, it's going to be 10 X better like you said, but initially there is a hump. They are probably needing to run two parallel environments, there is a cost element to that. They are also optimizing their business processes there is some delay there. They are doing some technical work, you know, discovery, prioritization, landing zone creations, security, and networking aspects. There are many elements to this. What we try to do is, if you look at the graph, their cost is right now where this and it's going to go down but before that it goes up and then goes down. So what we try to do is really provide all the resources to take that hump out in terms of technical support, technical enablement, you know, partner support, funding elements, marketing. There are all types of elements as well as lot of technical integrations and quick starts to take that hump out and make it really easy for our customers. >> And that was our experience, we're Amazon customer and we went through a migration about, I don't know five or six years ago. We had, you know, server axe and a cage and we were like, you know, moving wires over and you'd get an alert you'd have to go down and fix things. And so it took us some time to get there, but it is 10 X better now though. >> It is. >> The developers were so excited and I wanted to ask you about, sort of the dev-ops piece of it because that's really, it became, we just completely eliminated all the operational pieces of it and integrated it and let the developers take care of it. Became, truly became infrastructure as code. So the dev-ops culture has permeated our small organization, can't imagine the impact on a larger company. Wonder if you could talk about that a little bit. >> Definitely. So... As customers are going through this cloud migration journey they are looking at their entire landscape of application and they're discovering things that they never did. When they discover they are trying to figure out should I go ahead and migrate everything to AWS right now, or should I a refactor and optimize some of my applications. And there I'm seeing both types of decisions where some customers are taking most of their applications shifting it to cloud and then pausing and thinking now it is phase two where I am on cloud, I want to take advantage of the best of the breed whatever technology is there. And I want to transform my applications and I want to really be more agile. At the same time there are customers who are saying that I'm going to discover all my workload and applications and I'm going to prioritize a small set of applications which we are going to take through transformation right now. And for the rest of it we will lift and shift and then we will transform. But as they go through this transformation they are changing the way they do business. They are changing the way they are utilizing different technology. Their core focus is on how do I really compete with my competition in the industry and for that how can IT provide me that agility that I need to roll out changes in my business day in day out. And for that, you know, Lambda, entire code portfolio, code build, code commit, code deploy, as well as cloud trail, and you know all the things that, all the services we have as well as our partners have, they provide them truly that edge on their industry and market. >> Bina, how has the security discussion changed? When Stu and I were at the AWS public sector summit in June, the CIO of the CIA stood up on stage in front of 10,000 people and said, "The cloud on my worst day from a security perspective "is better than my client server infrastructure "on a best day." That's quite an endorsement from the CIA, who's got some chops in security. How has that discussion changed? Obviously it's still fundamental, critical, it's something that you guys emphasize. But how has the perception and reality changed over the last five years? >> Cloud is, you know, security in cloud is a shared responsibility. So, Amazon is really, really good at providing all the very, very secure infrastructure. At the same time we are also really good at providing customers and business partners all of the tools and hand-holding them so that they can make their application secure. Like you said, you know, AWS, many of the analysts are saying that AWS is far more secure than anything they can have within their own data center. And as you can see that in this journey also customers are not now thinking about is it secure or not. We are seeing the conversation that, how in fact, speaking of Splunk right, one customer that I talked to he was saying that I was asking them why did you choose Splunk cloud on AWS and his take was that, "I wanted near instantaneous SOA compliant "and by moving to Splunk cloud on AWS "I got that right away." Even I'm talking to public sector customers they are saying, you know, I want fair DRAM I want in healthcare industry, I want HIPPA Compliance. Everywhere we are seeing that we are able to keep up with security and compliance requirements much faster than what customers can do on their own. >> So they, so you take care of, certainly from the infrastructure standpoint, those certifications and that piece of the compliance so the customer can worry about maybe some of the things that you don't cover, maybe some of their business processes and other documentation, ITIL stuff that they have to do, whatever. But now they have more time to do that presumably 'cause that's check box, AWS has that covered for me, right? Is that the right thinking? >> Yes, plus we provide them all the tools and support and knowledge and everything so that they, and even partner support who are really good at it so that not only they understand that the application and infrastructure will come together as entire secure environment but also they have everything they need to be able to make applications secure. And Splunk is another great example, right? Splunk helps customer get application level security and AWS is providing them infrastructure and together we are working together to make sure our customers' application and infrastructure together are secure. >> So speaking about migrations database, hot topic at a high level anyway, I wonder if you could talk about database migrations. Andy Jassy obviously talks a lot about, well let's see we saw RDS on Prim at VMworld, big announcement. Certainly Aurora, DynamoDB is one of the databases we use. Redshift obviously. How are database migrations going, what are you doing to make those easier? >> So what we do in a nutshell, right for everything we try to build a programatic reputable, scalable approach. That's what Amazon does. And what we do is that for each of these standard migrations for databases, we try to figure out, that let's take few examples, and let's figure out Play Books, let's figure out runbooks, let's make sure technical integrations are in place. We have quick starts in place. We have consulting partners who are really good at doing this again and again and again. And we have all the knowledge built into tools and services and support so that whenever customers want to do it they don't run into hiccups and they have really pleasant experience. >> Excellent. Well I know you're super busy thanks for making some time to come on theCUBE I always love to have AWS on. So thanks for your time Bina. >> Thank you very nice to meet you both. >> Alright you're very welcome. Alright so that's a wrap for day one here at Splunk .conf 2018, Stu and I will be back tomorrow. Day two more customers, we got senior executives coming on tomorrow, course Doug Merritt, always excited to see Doug. Go to siliconangle.com you'll see all the news theCUBE.net is where all these videos live and wikibon.com for all the research. We're out day one Splunk you're watching theCUBE we'll see you tomorrow. Thanks for watching. >> Bina: Thank you. (electronic music)

>> Announcer: Live from midtown Manhattan, it's theCUBE, covering BigData New York City 2017, brought to you by SiliconANGLE Media and its ecosystem sponsors. >> Okay, welcome back everyone, we're live in New York City, this is theCUBE's coverage of BigData NYC, this is our own event for five years now we've been running it, been at Hadoop World since 2010, it's our eighth year covering the Hadoop World which has evolved into Strata Conference, Strata Hadoop, now called Strata Data, and of course it's bigger than just Strata, it's about big data in NYC, a lot of big players here inside theCUBE, thought leaders, entrepreneurs, and great guests. I'm John Furrier, the cohost this week with Jim Kobielus, who's the lead analyst on our BigData and our Wikibon team. Our next guest is Yaron Haviv, who's with iguazio, he's the founder and CTO, hot startup here at the show, making a lot of waves on their new platform. Welcome to theCUBE, good to see you again, congratulations. >> Yes, thanks, thanks very much. We're happy to be here again. >> You're known in the theCUBE community as the guy on Twitter who's always pinging me and Dave and team, saying, "Hey, you know, you guys got to "get that right." You really are one of the smartest guys on the network in our community, you're super-smart, your team has got great tech chops, and in the middle of all that is the hottest market which is cloud native, cloud native as it relates to the integration of how apps are being built, and essentially new ways of engineering around these solutions, not just repackaging old stuff, it's really about putting things in a true cloud environment, with an application development, with data at the center of it, you got a whole complex platform you've introduced. So really, really want to dig into this. So before we get into some of my pointed questions I know Jim's got a ton of questions, is give us an update on what's going on so you guys got some news here at the show, let's get to that first. >> So since the last time we spoke, we had tons of news. We're making revenues, we have customers, we've just recently GA'ed, we recently got significant investment from major investors, we raised about $33 million recently from companies like Verizon Ventures, Bosch, you know for IoT, Chicago Mercantile Exchange, which is Dow Jones and other properties, Dell EMC. So pretty broad. >> John: So customers, pretty much. >> Yeah, so that's the interesting thing. Usually you know investors are sort of strategic investors or partners or potential buyers, but here it's essentially our customers that it's so strategic to the business, we want to... >> Let's go with GA of the projects, just get into what's shipping, what's available, what's the general availability, what are you now offering? >> So iguazio is trying to, you know, you alluded to cloud native and all that. Usually when you go to events like Strata and BigData it's nothing to do with cloud native, a lot of hard labor, not really continuous development and integration, it's like continuous hard work, it's continuous hard work. And essentially what we did, we created a data platform which is extremely fast and integrated, you know has all the different forms of states, streaming and events and documents and tables and all that, into a very unique architecture, won't dive into that today. And on top of it we've integrated cloud services like Kubernetes and serverless functionality and others, so we can essentially create a hybrid cloud. So some of our customers they even deploy portions as an Opix-based settings in the cloud, and some portions in the edge or in the enterprise deployed the software, or even a prepackaged appliance. So we're the only ones that provide a full hybrid experience. >> John: Is this a SAS product? >> So it's a software stack, and it could be delivered in three different options. One, if you don't want to mess with the hardware, you can just rent it, and it's deployed in Equanix facility, we have very strong partnerships with them globally. If you want to have something on-prem, you can get a software reference architecture, you go and deploy it. If you're a telco or an IoT player that wants a manufacturing facility, we have a very small 2U box, four servers, four GPUs, all the analytics tech you could think of. You just put it in the factory instead of like two racks of Hadoop. >> So you're not general purpose, you're just whatever the customer wants to deploy the stack, their flexibility is on them. >> Yeah. Now it is an appliance >> You have a hosting solution? >> It is an appliance even when you deploy it on-prem, it's a bunch of Docker containers inside that you don't even touch them, you don't SSH to the machine. You have APIs and you have UIs, and just like the cloud experience when you go to Amazon, you don't open the Kimono, you know, you just use it. So our experience that's what we're telling customers. No root access problems, no security problems. It's a hardened system. Give us servers, we'll deploy it, and you go through consoles and UIs, >> You don't host anything for anyone? >> We host for some customers, including >> So you do whatever the customer was interested in doing? >> Yes. (laughs) >> So you're flexible, okay. >> We just want to make money. >> You're pretty good, sticking to the product. So on the GA, so here essentially the big data world you mentioned that there's data layers, like data piece. So I got to ask you the question, so pretend I'm an idiot for a second, right. >> Yaron: Okay. >> Okay, yeah. >> No, you're a smart guy. >> What problem are you solving. So we'll just go to the simple. I love what you're doing, I assume you guys are super-smart, which I can say you are, but what's the problem you're solving, what's in it for me? >> Okay, so there are two problems. One is the challenge everyone wants to transform. You know there is this digital transformation mantra. And it means essentially two things. One is, I want to automate my operation environment so I can cut costs and be more competitive. The other one is I want to improve my customer engagement. You know, I want to do mobile apps which are smarter, you know get more direct content to the user, get more targeted functionality, et cetera. These are the two key challenges for every business, any industry, okay? So they go and they deploy Hadoop and Hive and all that stuff, and it takes them two years to productize it. And then they get to the data science bit. And by the time they finished they understand that this Hadoop thing can only do one thing. It's queries, and reporting and BI, and data warehousing. How do you do actionable insights from that stuff, okay? 'Cause actionable insights means I get information from the mobile app, and then I translate it into some action. I have to enrich the vectors, the machine learning, all that details. And then I need to respond. Hadoop doesn't know how to do it. So the first generation is people that pulled a lot of stuff into data lake, and started querying it and generating reports. And the boss said >> Low cost data link basically, was what you say. >> Yes, and the boss said, "Okay, what are we going to do with this report? "Is it generating any revenue to the business?" No. The only revenue generation if you take this data >> You're fired, exactly. >> No, not all fired, but now >> John: Look at the budget >> Now they're starting to buy our stuff. So now the point is okay, how can I put all this data, and in the same time generate actions, and also deal with the production aspects of, I want to develop in a beta phase, I want to promote it into production. That's cloud native architectures, okay? Hadoop is not cloud, How do I take a Spark, Zeppelin, you know, a notebook and I turn it into production? There's no way to do that. >> By the way, depending on which cloud you go to, they have a different mechanism and elements for each cloud. >> Yeah, so the cloud providers do address that because they are selling the package, >> Expands all the clouds, yeah. >> Yeah, so cloud providers are starting to have their own offerings which are all proprietary around this is how you would, you know, forget about HDFS, we'll have S3, and we'll have Redshift for you, and we'll have Athena, and again you're starting to consume that into a service. Still doesn't address the continuous analytics challenge that people have. And if you're looking at what we've done with Grab, which is amazing, they started with using Amazon services, S3, Redshift, you know, Kinesis, all that stuff, and it took them about two hours to generate the insights. Now the problem is they want to do driver incentives in real time. So they want to incent the driver to go and make more rides or other things, so they have to analyze the event of the location of the driver, the event of the location of the customers, and just throwing messages back based on analytics. So that's real time analytics, and that's not something that you can do >> They got to build that from scratch right away. I mean they can't do that with the existing. >> No, and Uber invested tons of energy around that and they don't get the same functionality. Another unique feature that we talk about in our PR >> This is for the use case you're talking about, this is the Grab, which is the car >> Grab is the number one ride-sharing in Asia, which is bigger than Uber in Asia, and they're using our platform. By the way, even Uber doesn't really use Hadoop, they use MemSQL for that stuff, so it's not really using open source and all that. But the point is for example, with Uber, when you have a, when they monetize the rides, they do it just based on demand, okay. And with Grab, now what they do, because of the capability that we can intersect tons of data in real time, they can also look at the weather, was there a terror attack or something like that. They don't want to raise the price >> A lot of other data points, could be traffic >> They don't want to raise the price if there was a problem, you know, and all the customers get aggravated. This is actually intersecting data in real time, and no one today can do that in real time beyond what we can do. >> A lot of people have semantic problems with real time, they don't even know what they mean by real time. >> Yaron: Yes. >> The data could be a week old, but they can get it to them in real time. >> But every decision, if you think if you generalize round the problem, okay, and we have slides on that that I explain to customers. Every time I run analytics, I need to look at four types of data. The context, the event, okay, what happened, okay. The second type of data is the previous state. Like I have a car, was it up or down or what's the previous state of that element? The third element is the time aggregation, like, what happened in the last hour, the average temperature, the average, you know, ticker price for the stock, et cetera, okay? And the fourth thing is enriched data, like I have a car ID, but what's the make, what's the model, who's driving it right now. That's secondary data. So every time I run a machine learning task or any decision I have to collect all those four types of data into one vector, it's called feature vector, and take a decision on that. You take Kafka, it's only the event part, okay, you take MemSQL, it's only the state part, you take Hadoop it's only like historical stuff. How do you assemble and stitch a feature vector. >> Well you talked about complex machine learning pipeline, so clearly, you're talking about a hybrid >> It's a prediction. And actions based on just dumb things, like the car broke and I need to send a garage, I don't need machine learning for that. >> So within your environment then, do you enable the machine learning models to execute across the different data platforms, of which this hybrid environment is composed, and then do you aggregate the results of those models, runs into some larger model that drives the real time decision? >> In our solution, everything is a document, so even a picture is a document, a lot of things. So you can essentially throw in a picture, run tensor flow, embed more features into the document, and then query those features on another platform. So that's really what makes this continuous analytics extremely flexible, so that's what we give customers. The first thing is simplicity. They can now build applications, you know we have tier one now, automotive customer, CIO coming, meeting us. So you know when I have a project, one year, I need to have hired dozens of people, it's hugely complex, you know. Tell us what's the use case, and we'll build a prototype. >> John: All right, well I'm going to >> One week, we gave them a prototype, and he was amazed how in one week we created an application that analyzed all the streams from the data from the cars, did enrichment, did machine learning, and provided predictions. >> Well we're going to have to come in and test you on this, because I'm skeptical, but here's why. >> Everyone is. >> We'll get to that, I mean I'm probably not skeptical but I kind of am because the history is pretty clear. If you look at some of the big ideas out there, like OpenStack. I mean that thing just morphed into a beast. Hadoop was a cost of ownership nightmare as you mentioned early on. So people have been conceptually correct on what they were trying to do, but trying to get it done was always hard, and then it took a long time to kind of figure out the operational model. So how are you different, if I'm going to play the skeptic here? You know, I've heard this before. How are you different than say OpenStack or Hadoop Clusters, 'cause that was a nightmare, cost of ownership, I couldn't get the type of value I needed, lost my budget. Why aren't you the same? >> Okay, that's interesting. I don't know if you know but I ran a lot of development for OpenStack when I was in Matinox and Hadoop, so I patched a lot of those >> So do you agree with what I said? That that was a problem? >> They are extremely complex, yes. And I think one of the things that first OpenStack tried to bite on too much, and it's sort of a huge tent, everyone tries to push his agenda. OpenStack is still an infrastructure layer, okay. And also Hadoop is sort of a something in between an infrastructure and an application layer, but it was designed 10 years ago, where the problem that Hadoop tried to solve is how do you do web ranking, okay, on tons of batch data. And then the ecosystem evolved into real time, and streaming and machine learning. >> A data warehousing alternative or whatever. >> So it doesn't fit the original model of batch processing, 'cause if an event comes from the car or an IoT device, and you have to do something with it, you need a table with an index. You can't just go and build a huge Parquet file. >> You know, you're talking about complexity >> John: That's why he's different. >> Go ahead. >> So what we've done with our team, after knowing OpenStack and all those >> John: All the scar tissue. >> And all the scar tissues, and my role was also working with all the cloud service providers, so I know their internal architecture, and I worked on SAP HANA and Exodata and all those things, so we learned from the bad experiences, said let's forget about the lower layers, which is what OpenStack is trying to provide, provide you infrastructure as a service. Let's focus on the application, and build from the application all the way to the flash, and the CPU instruction set, and the adapters and the networking, okay. That's what's different. So what we provide is an application and service experience. We don't provide infrastructure. If you go buy VMware and Nutanix, all those offerings, you get infrastructure. Now you go and build with the dozen of dev ops guys all the stack above. You go to Amazon, you get services. Just they're not the most optimized in terms of the implementation because they also have dozens of independent projects that each one takes a VM and starts writing some >> But they're still a good service, but you got to put it together. >> Yeah right. But also the way they implement, because in order for them to scale is that they have a common layer, they found VMs, and then they're starting to build up applications so it's inefficient. And also a lot of it is built on 10-year-old baseline architecture. We've designed it for a very modern architecture, it's all parallel CPUs with 30 cores, you know, flash and NVMe. And so we've avoided a lot of the hardware challenges, and serialization, and just provide and abstraction layer pretty much like a cloud on top. >> Now in terms of abstraction layers in the cloud, they're efficient, and provide a simplification experience for developers. Serverless computing is up and coming, it's an important approach, of course we have the public clouds from AWS and Google and IBM and Microsoft. There are a growing range of serverless computing frameworks for prem-based deployment. I believe you are behind one. Can you talk about what you're doing at iguazio on serverless frameworks for on-prem or public? >> Yes, it's the first time I'm very active in CNC after Cloud Native Foundation. I'm one of the authors of the serverless white paper, which tries to normalize the definitions of all the vendors and come with a proposal for interoperable standard. So I spent a lot of energy on that, 'cause we don't want to lock customers to an API. What's unique, by the way, about our solution, we don't have a single proprietary API. We just emulate all the other guys' stuff. We have all the Amazon APIs for data services, like Kinesis, Dynamo, S3, et cetera. We have the open source APIs, like Kafka. So also on the serverless, my agenda is trying to promote that if I'm writing to Azure or AWS or iguazio, I don't need to change my app. I can use any developer tools. So that's my effort there. And we recently, a few weeks ago, we launched our open source project, which is a sort of second generation of something we had before called Nuclio. It's designed for real time >> John: How do you spell that? >> N-U-C-L-I-O. I even have the logo >> He's got a nice slick here. >> It's really fast because it's >> John: Nuclio, so that's open source that you guys just sponsor and it's all code out in the open? >> All the code is in the open, pretty cool, has a lot of innovative ideas on how to do stream processing and best, 'cause the original serverless functionality was designed around web hooks and HTTP, and even many of the open source projects are really designed around HTTP serving. >> I have a question. I'm doing research for Wikibon on the area of serverless, in fact we've recently published a report on serverless, and in terms of hybrid cloud environments, I'm not seeing yet any hybrid serverless clouds that involve public, you know, serverless like AWS Lambda, and private on-prem deployment of serverless. Do you have any customers who are doing that or interested in hybridizing serverless across public and private? >> Of course, and we have some patents I don't want to go into, but the general idea is, what we've done in Nuclio is also the decoupling of the data from the computation, which means that things can sort of be disjoined. You can run a function in Raspberry Pi, and the data will be in a different place, and those things can sort of move, okay. >> So the persistence has to happen outside the serverless environment, like in the application itself? >> Outside of the function, the function acts as the persistent layer through APIs, okay. And how this data persistence is materialized, that server separate thing. So you can actually write the same function that will run against Kafka or Kinesis or Private MQ, or HTTP without modifying the function, and ad hoc, through what we call function bindings, you define what's going to be the thing driving the data, or storing the data. So that can actually write the same function that does ETL drop from table one to table two. You don't need to put the table information in the function, which is not the thing that Lambda does. And it's about a hundred times faster than Lambda, we do 400,000 events per second in Nuclio. So if you write your serverless code in Nuclio, it's faster than writing it yourself, because of all those low-level optimizations. >> Yaron, thanks for coming on theCUBE. We want to do a deeper dive, love to have you out in Palo Alto next time you're in town. Let us know when you're in Silicon Valley for sure, we'll make sure we get you on camera for multiple sessions. >> And more information re:Invent. >> Go to re:Invent. We're looking forward to seeing you there. Love the continuous analytics message, I think continuous integration is going through a massive renaissance right now, you're starting to see new approaches, and I think things that you're doing is exactly along the lines of what the world wants, which is alternatives, innovation, and thanks for sharing on theCUBE. >> Great. >> That's very great. >> This is theCUBE coverage of the hot startups here at BigData NYC, live coverage from New York, after this short break. I'm John Furrier, Jim Kobielus, after this short break.

>>Hey, welcome back and roll here. Live in San Francisco for Amazon web services summit. that's the hashtag. Go on Twitter. Go to crowd chat.net/aws summit. Rolling a special crowd chat document in the conversation. According every tweet in that room, join that community. I'm John furry, the founder's Silicon angle. This is the cube, our flagship program. We go out to the events and extract the signal from the noise. I'm joined my cohost, Jeff Frick filling in for Dave Volante. Uh, Jeff, always hard to fill up with Dave a lot day. Um, who was on those per, it doesn't look good on you. I know you're from California and Ariel Ariel Kelman worldwide marketing lead head of worldwide. Margaret Amazon. Welcome back to the cube. Thanks for having me. You were here last less than that. Reinvent, um, kinda markets itself, the company. I mean, you just tried to features out there on stage and keep on pushing new. What we try and do is lean back and just like the customers' testimonials. Let me come on. >>Yeah, I mean we try and just focusing on educating our customers. About what our services are doing, how customers are using them, which is something they ask for a lot. And then, you know, go pretty light on the marketing. Most technical people don't like to be marketed to and they find our approach quite refreshing. >>And when you're in the lead, you don't need to really worry about too much layer. You've got some meat on the bone, you've got great use cases, you've got great technology and a market leader in cloud and you're forging it a new territory. So there is a new element in the enterprise now coming in where you guys are being attacked. Certainly in the market. Google had some moves this week, as you can see, know IBM is doing HP, Oracle, the list goes on and on. So okay, those guys are kind of putting up the seawall for the big innovation way that you guys have built. The question is will it last? And so there is people really moving quickly to Amazon. The customer uptake is pretty comprehensive. So I'd say it's mainstream. So now as you go to the enterprise, you've got to do some messaging, right? You gotta you gotta have the innovation message. So what is the core opportunity for you there? >>There's a couple of things in the enterprise I think, you know, first of all we're helping people save money. We have organizations like Dow Jones that predict they're going to save over a hundred million dollars essentially by shutting down data centers and moving more of their infrastructure to the cloud. But I think the real interesting part is how we make these companies more innovative that if we can lower the cost of using technology to roll out their new projects, then essentially we take the cost of experimentation and have it almost approach zero. So then now if you want to try something new, the costs of failure aren't so high that they prevent people from sticking their neck out of the line and trying new things. And so we see a lot of these companies are adopting us more heavily. Their culture is changing their employees or are excited about trying things because when they try something out, the cost of failure is a fraction of what it was before because they don't have to buy servers. >>Delta buys all this equipment, get data center space, they can try something quickly. If it works, great, they expand. If not, they don't have to live with all this expense that they tried it out. So it's increasing the pace of innovation and also allowing more people in the company to be able to try new things, involve technology because we're eliminating these gatekeepers where before if you get a project required a lot of money, a lot of infrastructure, think about the committees you have to go, all the justifications. But if anyone could go spin up these resources with self-service, totally changed the dynamics of who can innovate. >>Yeah. I mean the whole try before you buy the puppy dog close as they used to say in the sales tactics is, let me try it before you buy it. Yeah. Shadow it as the, legitimize the fact that for very little cost and collateral damage, as Andy talks about, you can get something up and running pretty quickly. So the old I, that'll never work. Comment. That's a killer phrase of innovation gets eliminated because, no, no, no, I already tried it. Here's the numbers. Is that, is that a big part of it too? >>I'm a little bit, I mean it's almost like we need a new term there. There's, you know, people talk about shadow it and what we typically see is that once you give the CIO the keys to the cloud infrastructure and you set up a governance approach where you can decide what people can do, how much money they can spend, what things they can try. Um, then you get the best of both worlds. You still have a vetted platform from a security perspective. You have governance controls and sure people doing the right thing, but then it doesn't have to say, no, sorry, you've got to wait in line. You got to wait till next year. Um, so that is the new model that we're seeing where you're seeing developers distributed across the organization and smaller official it departments, but more people doing it stuff in the company because everyone can have access to infrastructure when they go big on cloud, especially with AWS. >>And are they getting it? Are the corporate it guys getting it that this is a good thing for them and they can leverage this to actually add more value in the company and enable more at the end of the day. More ideas. Yeah, absolutely. The companies that we talked to, look, they've got a lot of questions. If you're a big organization, you want to know if we can meet your security requirements, your compliance requirements. Can you run a sends Alaska? Well look, we want to do two things. We want to run the software the last 20 years in the cloud. Can you help us with that? And then we want to build these new cloud native applications so we can be as agile and efficient as some of these new internet startups that now we're competing with. And so we spent a lot of time with them to talk through what it should do first, how I should think about it, what apps make sense to run on us and, and you know, more importantly with the sequences, which lady first us should ask us. Like we want to go, we've, we've played around, we've tested, we've had lots of developers using this for years, but now we want to go big. I having a material percentage of our infrastructure in the cloud so we can fundamentally change how it adds value to the business. And like those are the conversations we love having the customers. >>I want to ask you about just to show by, just to get, check this out. Check the box on the interview here because I want to make sure people can understand Amazon. Reinvent your mega show. That's your global conference. And why don't you explain, explain, reinvent versus the, >>sure. So the AWS summits, um, it's our three one day event, uh, that we do maybe like 14, 15 around the world. It's two purposes. One for people that are new to AWS, they can come in one day, get an overview of what it's about, how to use it and get inspired on what they can do with it. And then for our existing customers who are having users, they get an update on what's new, which may sound kind of tactical, but we released them, you gotta do stuff right. And so that's of my biggest challenge is how do we make sure that people know what all the new stuff is. They come here for one day, go to our keynote, go to a bunch of breakout sessions, do some training, and they get ramped up on everything we've done in the past year. Speaking of it, so we had you on last year and we were here. >>So what's been the big change from 2013 to 2014? I mean, we've had a lot of new services that we've released. We're going to new areas and think about Amazon workspaces. It's more of an it business application, right? Um, what you saw our demo today wasn't people coding. It was someone actually as an end user using, um, a virtual desktop on their iPad, on their computer. And so different types of applications, but we're, we're still going after that same goal, which is to allow these enterprise it organizations to take advantage of the cloud with more workloads. Essentially the larger percentage of their projects that they're doing that we can help them with, the happier they are with the relationship and the test, the test dev conversation seems to have simmer down quite a bit where it seemed like last year that was, and that was everybody's kind of testing waters. >>That's where you had initial traction, the initial shadowing it and that, that seems to really have dying down. And I mean, I think it's kind of gone mainstream or whatever is past mainstream where, you know, if you're a big SAP shop and your developers don't have their own SAP development environments, you're kinda, you're behind the curve. Same for Oracle, for SharePoint, if that's the new standard. Um, and so people don't talk about as much because they're already doing it. Right. It's, it's a, you know, the idea of well, you know, what are the big bets, um, you know, what should we use it for next? Should I do big data analytics using, um, like our Redshift product or should they build new high-scale web applications? Should this be my mobile infrastructure? That's where more of the conversation is coming on. Now >>Eric, I want to ask you about marketing and kind of one-on-one, you know, take me through the business school level marketing relative to your vision of Amazon and how the company's operating. I see Andy sets the tone up on stage, very customer centric. We hear all the people on Amazon talk about, Hey, we listened to the customer. They said they're tight on the messaging, they're really tight on the messaging. But you know, you starting to see, you know, tweets on the wild emerge. Like the new strategy for Amazon is price reduction as a service. And you know, it's like, so you seeing these messages come out. So is that, is that your plan to message just the price reduction to show the continuous improvement in terms of cost reductions and improvements in innovation and capability and just kind of be humble. >>So what, what our market organization is trying to do is to educate our customers in the easiest, most scalable way about what our services do, what are the best practices, how could they can use them and how they can save money near site. Andy talked about it a little bit earlier. We want our customers to feel like they're spending the least amount of money they need with us cause we want a longterm relationship and a price reductions. I mean it's probably one of the top three or four most boring parts of marketing AWS because every service team is trying to relentlessly take costs out of uh, their services. And when they get to a certain point, we pass those cost savings along to customers. It's kind of like clockwork two of them. Is that an internal metric for you guys? You guys all under pressure or mandated? >>That's just the DNA of the company. Let's get the cost out. Let's strap, distract away, cost and complexity. There's some bragging rights, little competition between the teams. How many price reductions have you done? I mean, it's a sign that they're being efficient and that they're making customers happy. It's a great metric. Price reduction and also feature increase. So again, now with flash, you start to see some new stuff hit the table. Yeah, that's part of the plan, right? Price reductions and more functioning. I mean the most, one of the most important parts of our overall strategy is to constantly innovate both on building new services, let people run more things in the cloud, but then also adding new functionality based on feedback we get from our customers. We'd like to release services relatively early versus sitting in an ivory tower trying to figure out what the perfect feature set is. >>We'll get this out early. Uh, get feedback from customers because you know, we're often surprised what people do with these services and uh, you know, they take on a life of their own. But ultimately that's how we get the best. You guys are like, you guys are like the big gorilla in the industry, but I was talking to someone last night at a VIP event, San Francisco, all these CEO of venture capitalists, Oh, Amazon, they loaded with money. You know, I'm like guys, they're like a lean startup. So that's pretty much the case. We've validated in talking to some folks, you guys are like a startup. I mean you're huge, you got great resources, but it's not like you're like Swoon and money thrown it around. You guys are very tight on budgets. You don't like just throwing around money. If you want to know about Amazon's culture, just type into Google, Amazon leadership principles. >>And there's about a, is it about a dozen or so core values? One of them is frugality. It's kind of, you know, part of how we operate the company and believe in what it means is that we only spend money on things that are useful to our customers. And that's a real good grounding. And then you see, we don't have 80 foot tall posters of our products or our executives here. You know, we spend the time on computers for people to do training and when we're planning events, we want to have everything focused on stuff that's useful to customers. We build the service too. We try and be relentless and driving cost out of our suppliers so we can pass on those costs and these customers. And it's just, you know, when you, um, when you operate a frugal fashion where you really think about costs, you end up being scrappy or, and you end up innovating more, it sends a good signal to your customer base because it's like a probably a laundry list of things that you guys have laid out then you still need to do and do innovate. >>Yes, exactly. If you wasting money on, you know, weirdness people that say, Hey, we didn't, why aren't they spending that energy on building new stuff? Exactly. Like we didn't 10 Howard street and close off the road to have a rock concert held companies. I mean, we have our crowd chat. Have you've seen that? We built that all on Amazon would not be possible without it. We hear testimony and testimonial customers saying, Hey, Amazon would have been 15 people minimum just to actually manage the gear on an offside without avatars. So yeah, it's just pretty massive. So, so with that, I got to ask you, the marketing question is how do you roll up all that Goodwill, Tony, when this great, great case study data you have? I mean referenceability it's not about, I mean, the number one marketing strategy we have is let our customers do the marketing for us. >>So I mean, part of why we do these events is to let our customers and people who are not customers yet interact with each other. And even when we have a reception and one of the best marketing strategies, if you have a product that people like is you combined your customers, your prospects and alcohol, and then they, you let them talk, right? You haven't asked questions. And that's how you get the relevant. Like, okay, you don't wanna believe our salespeople talk to our customers and really get a sense of what's going on. All right, there's too much smoke and mirrors. But these old guard hardware and software companies for much more open, much more transparent, um, because we believe in our, in our products and they're available for anyone. Anytime. It's almost like it's not even worth making up things that aren't true because anyone in the world can evaluate any of our services anytime they want. >>It's almost boringly boringly good. And you hear Andy talking about, well we did this for that. We did definitely, it was like a laundry list. I was listening to the keynote. I'm like, okay, he's going to stop now. Yeah, no, I'm just like, it's more and more just dropping, dropping more and more feature releases. Um, so obviously you guys are shipping more product. You reducing the prices for shipping. I mean, pushing on services. Yeah. You push code in the cloud, we can create a box for you. You can ship that ship means, you know, Sam sends send to the cloud. But that's the dev ops culture that DevOps culture is to be scrappy but think differently. So you guys are thinking differently. Like I gotta ask you, how do you thinking differently because it's clear and ecosystems developing around me and that's something that you do have to nurture. >>You have to invest in this community and you're helping them as business partners now, not just customers. Your customer base now spans the partners. Yeah. Have you balanced it? Still? Same philosophy. What tweaks if you've made your job and an organization based upon the tsunami of an ecosystem growth. I mean our customer ecosystem is really important to our strategy and to our customers. The way we think about it as a um, cloud's new and people are gonna need help. So from consulting firms, systems integrators, managed service providers, which is a really fast growing space. We want to make sure that when our customers want to bet big on AWS, there are those trusted people with certified engineers who can help them either in the short term or longterm basis. And then on the technology partner ISV side, we spent a lot of time making sure that we work collaboratively with these companies to pre sort of certify these applications to run on AWS. >>And then we create pre configured versions of them that run in our marketplace where our customers can browse through a catalog of software pre-configured or run in AWS. They can install with one click of the button and then it just shows up on their AWS bill. So we're trying to make it a lot easier for people to use a lot of these partners technology. And you know what, we're not going to come out with everything. You know, we'd like the creativity of our partners. The customers like to know if they, if they bet on AWS and they say, huh, you know, I wonder if you know, there's some good no SQL databases that run on AWS. Oh there's Mongo, there's Cassandra and whatever space you pick, there may be something we offer and there may be four or five other solutions from our partners. We love that choice because that's what customers ask us. Well, >>congratulations on all your success now. And my final question for you is really probably the hardest question and you can answer it or not answer it. Um, obviously the competitive landscape has significantly increased the heat in the kitchen around you guys for a while you were uncontested. Yes. Some people kind of pick an ankle biting around Amazon's, you know, leadership. But now you've got some pretty big players. IBM, HP, Oracle, Google, EMC, pivotal, VMware gunning, Rackspace, trickles, OpenStack, all of those kind of going around and no, you don't focus on competition and you focus on the customer. We've heard that before, but like you gotta think about that. That's going to put some pressure. How is that affecting you guys? I see you're mindful of it. Are you guys doing anything different to address it? >>I've never seen a market before where it wasn't healthy for both the leader and for the customers to have competition. And we've always expected this to be a market that would have multiple vendors. We look at our, every other technology, a space that was new and became large. There's multiple vendors and it, you know, it enhances innovation, keeps people honest. It's a good thing. >>So the final question then is what will you tell the folks out there who are watching? Is Amazon enterprise ready, um, what's going on right now? This event, you get the big announcements, give them a recap of what you guys did today and comment on the, on the Amazon is enterprise ready or the enterprise may be ready, not ready for the Amazon. So how do you respond to all that FID out? >>Yeah, I mean that was a question people asked a lot about us in the enterprise three, four years ago. I think we've invested a pretty big deal of our R and D over the past four or five years on just maniacally going through all these enterprise features. I mean, if you look at Gartner's magic quadrant for infrastructure and service, which is 100% designed for enterprise decision makers, we're, we're the faraway leader. Uh, and um, you know, we Mark off their checklist pretty well. And I think that's one of the reasons why we're really becoming the safe choice for it managers and large organizations, large enterprises, large government agencies. Um, I mean, my biggest point of advice is to take a look at our website and we're constantly coming out with new services. And if you haven't looked at this recently, I bet you're going to go there and find some things that you didn't know. Randomness and you'll get some ideas about new projects, new workloads that you can run in the cloud. >>Okay. Final word on re-invent to now. Three major things were announced Canisius app stream and workspaces. Are you happy with what's happened since then and now? It gives a quick guys a feeling of >>yeah, I mean the, the uh, we did a private beta for all three of them. We had a lot of participation. Uh, we showed in the keynote some of the real creative applications people are building with app stream where they're streaming very graphically intensive applications out to a variety of devices. Really making it easier for developers, workspaces, the interest. I've never seen a product like this before. Um, where the customer is in the private beta are just so excited about giving us some features, talk about how we can make it better. Um, tons of, tons of energy, tons of excitement. And Canisius is one of these things where, you know, we didn't know what to expect. I mean it's, it's a, a, a realtime analytics service to ingest massive amounts of data and you can build all kinds of apps on top of it. And I think, uh, one of the things we talked about today, uh, was a gaming company. Supersolid makes classic plans to take all the click stream and usage data of their application to figure all these intelligent endgame offers and how to make their games more efficient and more fun. And uh, that's the best part is when we can come out with technology that is pretty broad and can be used for a lot of things. And then we let customers be creative and we can see what they do. >>Then they do Italia. Luckily they generally anymore, right there you'll come and you actually have the hardest and easiest job in the world kind of at the same time. One is you just have great customers. You have the sizzle and the steak, as we say, meat on the bone. Um, great product mix. You guys introducing that stuff here, prices dropping and functionality increasing and innovation having the same time. It's actually quite an amazing thing. So we're really impressed. Again, we're happy customer with Bouchut that's coming on the cube. Again, appreciate it for having me. This is the cube. This is what we do. We go out to the events, we go where the action is, and the action is at Amazon web services summit in San Francisco. This is the cube. We'll be right back with our next guest after this short break.