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Glen Kurisingal & Nicholas Criss, T-Mobile | AWS re:Invent 2022


 

>>Good morning friends. Live from Las Vegas. It's the Cube Day four of our coverage of AWS. Reinvent continues. Lisa Martin here with Dave Valante. You >>Can tell it's day four. Yeah. >>You can tell, you >>Get punchy. >>Did you? Yes. Did you know that the Vegas rodeo is coming into town? I'm kind of bummed down, leaving tonight. >>Really? You rodeo >>Fan this weekend? No, but to see a bunch of cowboys in Vegas, >>I'd like to see the Raiders. I'd like to see the Raiders get tickets. >>Yeah. And the hockey team. Yeah. We have had an amazing event, Dave. The cubes. 10th year covering reinvent 11th. Reinvent >>Our 10th year here. Yeah. Yes. Yeah. I mean we covered remotely in during Covid, but >>Yes, yes, yes. Awesome content. Anything jump out at you that we really, we, we love talking to aws, the ecosystem. We got a customer next. Anything jump out at you that's really a kind of a key takeaway? >>Big story. The majority of aws, you know, I mean people ask me what's different under a Adam than under Andy. And I'm like, really? It's the maturity of AWS is what's different, you know, ecosystem, connecting the dots, moving towards solutions, you know, that's, that's the big thing. And it's, you know, in a way it's kind of boring relative to other reinvents, which are like, oh wow, oh my god, they announced outposts. So you don't see anything like that. It's more taking the platform to the next level, which is a good >>Thing. The next level it is a good thing. Speaking of next level, we have a couple of next level guests from T-Mobile joining us. We're gonna be talking through their customers story, their business transformation with aws. Glenn Curing joins us, the director product and technology. And Nick Chris, senior manager, product and technology guys. Welcome. Great to have you on brand. You're on T-Mobile brand. I love it. >>Yeah, >>I mean we are always T-Mobile. >>I love it. So, so everyone knows T-Mobile Blend, you guys are in the digital commerce domain. Talk to us about what that is, what functions that delivers for T-Mobile. Yeah, >>So the digital commerce domain operates and runs a platform called the Digital commerce platform. What this essentially does, it's a set of APIs that are headless that power the shopping experiences. When you talk about shopping experiences at T-Mobile, a customer comes to either a T-Mobile website or goes to a store. And what they do is they start with the discovery process of a phone. They take it through the process, they decide to purchase the phone day at, at the phone to cart, and then eventually they decide to, you know, basically pull the trigger and, and buy the phone at, at which point they submit the order. So that whole experience, essentially from start to finish is powered by the digital commerce platform. Just this year we have processed well over three and a half million orders amounting to a billion and a half dollars worth of business for T-Mobile. >>Wow. Big outcomes. Nick, talk about the before stage, obviously the, the customer experience is absolutely critical because if, if it goes awry, people churn. We know that and nobody wants, you know, brand reputation is is at stake. Yep. Talk about some of the challenges before that you guys faced and how did you work with AWS and part its partner ecosystem to address those challenges? >>Sure. Yeah. So actually before I started working with Glen on the commerce domain, I was part of T-Mobile's cloud team. So we were the team that kind of brought in AWS and commerce platform was really the first tier one system to go a hundred percent cloud native. And so for us it was very much a learning experience and a journey to learn how to operate on the cloud and which was fundamentally different from how we were doing things in the old on-prem days. When >>You talk about headless APIs, you talk, I dunno if you saw Warren a Vogel's keynote this morning, but you're talking about loosely coupled, a loosely coupled system that you can evolve without ripping out the whole system or without bringing the whole system down. Can you explain that in a little bit more >>Detail? Absolutely. So the concept of headless API exactly opens up that possibility. What it allows us to do is to build and operator platform that runs sort of loosely coupled from the user experiences. So when you think about this from a simplistic standpoint, you have a set of APIs that are headless and you've got the website that connects to it, the retail store applications that connect to it, as well as the customer care applications that connect to it. And essentially what that does is it allows us to basically operate all these platforms without being sort of tightly coupled to >>Each other. Yeah, he was talking about this morning when, when AWS announced s3, you know, there was just a handful of services maybe at just two or three. I think now there's 200 and you know, it's never gone down, it's never been, you know, replaced essentially. And so, you know, the whole thing was it's an asynchronous system that's loosely coupled and then you create that illusion of synchronicity for the customer. >>Exactly. >>Which was, I thought, you know, really well described, but maybe you guys could talk about what the genesis was for this system. Take us kind of to the, from the before or after, you know, the classic as as was and the, and as is. Did you talk about that? >>Yeah, I can start and then hand it off to Nick for some more details. So we started this journey back in 2016 and at that point T-Mobile had seven or eight different commerce platforms. Obviously you can think about the complexity involved in running and operating platforms. We've all talked about T-Mobile being the uncarrier. It's a brand that we have basically popularized in the telco industry. We would come out with these massive uncarrier moves and every time that announcement was made, teams have to scramble because you've got seven systems, seven teams, every single system needs to be updated, right? So that's where we started when we kicked off this transformational journey over time, essentially we have brought it down to one platform that supports all these experiences and what that allows us to do is not only time to market gets reduced immensely, but it also allows us to basically reduce our operational cost. Cuz we don't have to have teams running seven, eight systems. It's just one system with one team that can focus on making it a world class, you know, platform. >>Yeah, I think one of the strategies that definitely paid off for us, cuz going all the way back to the beginning, our little platform was powering just a tiny little corner of the, of the webspace, right? But even in those days we approached it from we're gonna build functions in a way that is sort of agnostic to what the experience is gonna be. So over time as we would build a capability that one particular channel needed primary, we were still thinking about all the other channels that needed it. So now over a few years that investment pays off and you have basically the same capabilities working in the same way across all the channels. >>When did the journey start? >>2016. >>2016, yeah. It's been, it's been six years. >>What are some of the game changers in, in this business transformation that you would say these are some of the things that really ignited our transformation? >>Yeah, there's particularly one thing that we feel pretty proud about, which is the fact that we now operate what we call active active stacks. And what that means is you've got a single stack of the eCommerce platform start to finish that can run in an independent manner, but we can also start adding additional stacks that are basically loosely coupled from each other but can, but can run to support the business. What that basically enables is it allows us to run in active active mode, which itself is a big deal from a system uptime perspective. It really changes the game. It allows us to push releases without worrying about any kind of downtime. We've done canary releases, we are in the middle of retail season and we can introduce changes without worrying about it. And more importantly, I think what it has also allowed us to do is essentially practice disaster recovery while doing a release. Cuz that's exactly what we do is every time we do a release we are switching between these separate stacks and essentially are practicing our DR strategy. >>So you do this, it's, it's you separate across regions I presume? Yes. Is that right? Yes. This was really interesting conversation because as you well know in the on-prem world, you never tested that disaster recovery was too risky because you're afraid you're gonna take your whole business down and you're essentially saying that the testing is fundamental to the implementation. >>Absolutely. >>It, it is the thing that you do for every release. So you know, at least every week or so you are doing this and you know, in the old world, the active passive world on paper you had a bunch of capabilities and in in incidents that are even less than say a full disaster recovery scenario, you would end up making the choice not to use that capability because there was too much complexity or risk or problem. When we put this in place. Now if I, I tell people everything we do got easier after that. >>Is it a challenge for you or how do you deal with the challenge? Correct me if it's not a, a challenge that sometimes Amazon services are not available in both regions. I think for instance, the observability thing that they just announced this week is it's not cross region or maybe I'm getting that wrong, but there are services where, you know, you might not be able to do data sharing across region. How do you manage that? Or maybe there's different, you know, levels of certifications. How do you manage that discontinuity or is that not an issue for you? >>Yeah, I mean it, it is certainly a concern and so the stacks, like Glen said, they are largely decoupled and that what that means is practically every component and there's a lot of lot of components in there. I have redundancy from an availability zone point of view. But then where the real magic happens is when you come in as a user to the stack, we're gonna initially kind of lock you on one stack. And then the key thing that we do is we, we understand the difference between what, what we would call the critical data. So think of like your shopping carts and then contextual data that we can relatively easily reload if we need to. And so that critical data is constantly in an async fashion. So it's not interrupting your performance, being broadcast out to a place where we can recover it if we need to, if we need to send you to another stack and then we call that dehydration. And if you end up getting bumped to a new stack, we rehydrate you on that stack and reload that, that contextual data. So to make that whole thing happen, we rely on something we call the global cart store and that's basically powered by Dynamo. So Dynamo is highly, highly reliable and multi >>Reason. So, and, and presume you're doing some form of server list for the stateless stuff and, and maybe taking control of the run time for the stateful things you, are you leaning into to servers and lambda or Not yet cuz you want control over the, the, the EC two and the memory configs. What, what's, I mean, I know we're going inside the plumbing a little bit, but it's kind of fun. >>That's always fun. You >>Went Yeah, and, and it has been a journey. Back in 2016 when we started, we were all on EC twos and across, you know, over the last three or four years we have kind of gone through that journey where we went from easy two to, to containers and we are at some point we'll get to where we will be serverless, we've got a few functions running. But you know, in that journey, I think when you look at the full end of the spectrum, we are somewhere towards the, the process of sort of going from, you know, containers to, to serverless. >>Yeah. So today your team is setting up the containers, they're fencing 'em off, fencing off the app and doing all that sort of sort of semi heavy lifting. Yeah. How do you deal with the, you know, this is one of the things Lisa, you and I were talking about is the skill sets. We always talk about this. What's that? What's your team look like and what are the skill sets that you've got that you're deploying? >>Yeah, I mean, as you can imagine, it's a challenge and it's a, a highly specialized skill set that you need. And you talk about cloud, you know, I, I tell developers when we bring new folks in, in the old days, you could just be like really good at Java and study that for and be good at that for decades. But in the cloud world, you have to be wide in, in your breadth. And so you have to understand those 200 services, right? And so one of the things that really has helped us is we've had a partner. So UST Global is a digital services company and they've really kind of been on the journey up the same timeline that we were. And I had worked with them on the cloud team, you know, before I came to commerce. And when I came to, to the commerce team, we were really struggling, especially from that operational perspective. >>The, the team was just not adapting to that new cloud reality. They were used to the on-prem world, but we brought these folks in because not only were they really able to understand the stuff, but they had built a lot of the platforms that we were gonna be leveraging for commerce with us on the cloud team. So for example, we have built, T-Mobile operates our own customized Kubernetes platform. We've done some stuff for serverless development, C I C D, cloud security. And so not only did these folks have the right skill sets, but they knew how we were approaching it from a T-mobile cloud perspective. And so it's kind of kind of fun to see, you know, when they came on board with this journey with us, we were both, both companies were relatively new and, and learning. Now I look and, you know, I I think that they're like a, a platinum sponsor these days here of aws and so it's kind of cool to see how we've all grown together, >>A lot of evolution, a lot of maturation. Glen, I wanna know from you when we're almost out of time here, but tell me the what the digital commerce domain, you kind of talked about this in the beginning, but I wanna know what's the value in it for me as a customer? All of this under the hood plumbing? Yeah, the maturation, the transformation. How does it benefit mean? >>Great question. So as a customer, all they care about is coming into, going to the website, walking into a store, and without spending too much time completed that transaction and walkout, they don't care about what's under the hood, right? So this transformational journey from, you know, like I talked about, we started with easy twos back in the day. It was what we call the wild west in the, on a cloud native platform to where we have reached today. You know, the journey we have collectively traversed with the USD has allowed us to basically build a system that allows a customer to walk into a store and not spend a whole hour dealing with a sales rep that's trying to sell them things. They can walk in and out quickly, they go to the website, literally within a couple minutes they can complete the transaction and leave. That's what customers want. It is. And that has really sort of helped us when you think about T-Mobile and the fact that we are now poised to be a leader in the US in telco at this whole concept of systems that really empower the customers to quickly complete their transaction has been one of the key components of allowing us to kind of make that growth. Right. So >>Right. And a big driver of revenue. >>Exactly. >>I have one final question for each of you. We're making a Instagram reel, so think about if you had 30 seconds to describe T-Mobile as a technology company that sells phones or a technology company that delights people, what, what would you say if you had a billboard, what would it say about that? Glen, what do you think? >>So T-Mobile, from a technology company perspective, the, the whole purpose of setting up T-mobile's, you know, shopping experience is about bringing customers in, surprising and delighting them with the frictionless shopping experiences that basically allow them to come in and complete the transaction and move on with their lives. It's not about keeping them in the store for too long when they don't want to do it. And essentially the idea is to just basically surprise and delight our customers. >>Perfect. Nick, what would you say, what's your billboard about T-Mobile as a technology company that's delivering great services to its customers? >>Yeah, I think, you know, Glen really covered it well. What I would just add to that is I think the way that we are approaching it these days, really starting from that 2016 period is we like to say we don't think of ourselves as a telco company anymore. We think of ourselves as a technology company that happens to do telco among other things, right? And so we've approached this from a point of view of we're here to provide the best possible experience we can to our customers and we take it personally when, when we don't reach that high bar. And so what we've done in the last few years as a transformation is really given us the toolbox that we need to be able to meet that promise. >>Awesome. Guys, it's been a pleasure having you on the program, talking about the transformation of T-Mobile. Great to hear what you're doing with aws, the maturation, and we look forward to having you back on to see what's next. Thank you. >>Awesome. Thank you so much. >>All right, for our guests and Dave Ante, I'm Lisa Martin, you watching The Cube, the leader in live enterprise and emerging tech coverage.

Published Date : Dec 1 2022

SUMMARY :

It's the Cube Day four of Yeah. I'm kind of bummed down, leaving tonight. I'd like to see the Raiders. We have had an amazing event, Dave. I mean we covered remotely in during Covid, Anything jump out at you that we really, It's the maturity of AWS is what's different, you know, Great to have you on brand. So, so everyone knows T-Mobile Blend, you guys are in the digital commerce domain. you know, basically pull the trigger and, and buy the phone at, at which point they submit Talk about some of the challenges before that you So we were the team that kind of brought in AWS and You talk about headless APIs, you talk, I dunno if you saw Warren a Vogel's keynote this morning, So when you think about this from And so, you know, the whole thing was it's an asynchronous system that's loosely coupled and Which was, I thought, you know, really well described, but maybe you guys could talk about you know, platform. So now over a few years that investment pays off and you have It's been, it's been six years. fact that we now operate what we call active active stacks. So you do this, it's, it's you separate across regions I presume? So you know, at least every week or so you are doing this and you know, you might not be able to do data sharing across region. we can recover it if we need to, if we need to send you to another stack and then we call that are you leaning into to servers and lambda or Not yet cuz you want control over the, You we were all on EC twos and across, you know, over the last three How do you deal with the, you know, this is one of the things Lisa, But in the cloud world, you have to be wide in, And so it's kind of kind of fun to see, you know, when they came on board with this but tell me the what the digital commerce domain, you kind of talked about this in the beginning, you know, like I talked about, we started with easy twos back in the day. And a big driver of revenue. what would you say if you had a billboard, what would it say about that? you know, shopping experience is about bringing customers in, surprising Nick, what would you say, what's your billboard about T-Mobile as a technology company that's delivering great services Yeah, I think, you know, Glen really covered it well. Guys, it's been a pleasure having you on the program, talking about the transformation of T-Mobile. Thank you so much. you watching The Cube, the leader in live enterprise and emerging tech coverage.

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Jed Dougherty, Dataiku | AWS re:Invent 2022


 

(bright music) >> Welcome back to Vegas, guys and girls. We're pleased that you're watching theCUBE. We know you've been with us. This is our fourth day. We know you've been with us since day one. Why wouldn't you be? Lisa Martin, here. As I mentioned, day four of theCUBE's coverage of AWS re:Invent. There are north of 55,000 people that have been at this event this week. We're hearing hundreds of thousands online. It really feels like old times, which is awesome. We're pleased to welcome back a gentleman from Dataiku who's actually new to theCUBE but Dataiku is not. Jed Dougherty is here, the VP of Platform Strategy. Thanks to joining me today, Jed. >> Oh, I'm so happy to be here. >> Talk a little bit, for anybody that isn't familiar with Dataiku, tell the audience a little bit about the technology, what you guys do. >> Dataiku is an end-to-end data science machine learning platform. We take everything from data ingestion, piplining of that data, bringing it all together, something that's useful for building models, deploying those models and then managing your ML ops workflow. So, really all the way across. And we sit on top of, basically, tons of different AWS stack as well as lots of the partners that are here today. >> Okay, got it. >> Snowflake, Databricks, all that. >> Got it, so one of the things that, it was funny, I think it was Adam's keynote Tuesday morning. I didn't time it, I watched it, but one of my guests said to me earlier this week that Adam spent exactly 52 minutes talking about data. >> Yeah. >> 52 minutes. Obviously, we can't come to an event like this without talking about data. Every company these days has to be a data company. Whether it's my grocery store or a retailer, a hospital, and so- >> Jed: It is the lifeblood of every modern company. >> It is, but you have to be able to access it. You have to be able to harness it, access it, derive insights from it, and be able to act on that faster than the competitors that are waiting, like, right back here. One of the things Adam Selipsky talked about with our boss, John Furrier, who's the co-CEO of theCUBE, they had a sit-down about a week before re:Invent. John always gets a preview of the show and Adam said, you know, he thinks the role of data analyst is going to go away. Or at least the term, because with data democratization that needs to happen. Putting data in the hands of all the business users, that every business user, whether you're in technology or marketing or ops or finance, it's going to have to analyze data to do their jobs. >> Could not agree more. >> Are you hearing that from customers? >> 100% >> Yeah. >> I was just at the CTO Summit of Bank of America two weeks ago out in California, and they told, their CTO had a statistic, 60,000 technologists in Bank of America, all asking data-type questions. You can have the best team of data scientists in the world, and they do. They have some of the best data scientists in the world there. And this team of data scientists could answer any one of the questions that those 60,000 people might have but they can't answer all of them, right? You need those people to be able to answer their own questions. I don't know if the term data analysts are going away. I think, yeah, everybody's just going to have to become a bit more of one. Just like how Excel taught everybody how to use the spreadsheet, in the future, in the next five, 10 years, the democratization of AI means that tools like Dataiku and other data science tools are going to teach everybody how to analyze data. >> Talk about Dataiku as a facilitator of that, of that democratization. Giving, like the citizen technologist who might be in finance, the ability to do that. >> So, a lot of data science tools are aimed at your hardcore coder, right? Somebody who wants to be sitting at a notebook writing (indistinct) or something like that and running models on some big fancy Spark server. Dataiku is still going to be running models on some big fancy Spark server but we're really obfuscating the challenge of writing code away from the user. So we target low code, no code, and high code users all working together in a collaborative platform. So we really do, we believe that there is always going to be a place for data scientists. That role is not going away. You will always need hardcore coders to take on those moonshot very challenging topics. But for every day AI, anybody should be able to do this and it should be open to anybody. >> Right. >> Jed: Really aim to facilitate that. >> I would love to hear some feedback, you know, this is day four of the show as I was saying, and day four is packed. I mean, this is energy-level-wise, guys, it is the same as it was when we started here on Friday night. But I'd love to hear, Jed, from your perspective some of the customer conversations that you've had, what are some of the challenges? They're coming to you saying, "Jed, Dataiku, help us eradicate these challenges so we can transform our business." >> What I'm hearing from customers and partners and AWS here is, over and over, we don't want to buy tools anymore. We want to buy solutions. We want a vertical solution that's pre-built for our industry. And we want it to be, not necessarily click and run out of the box, but we want a template that we can build off of quickly. And I've heard that customers are also looking to understand how tools can be packaged together. You got how many booths are here? 1000 booths? >> Yes, easily. >> You have 1000 different products being talked about, right behind us. Customers need to know which of these products are friends with each other and how they fit together so that they are making sure that when they purchase a set, a suite of tools to do their jobs, it's all going to work naturally together. So, being able, I think this is a really vital concept for GSIs as well. GSIs needs to understand how to package sets of tools together to deliver a full solution to clients. People don't want to be, you know, I think 10 years ago, five years ago, AWS was in the business of selling servers in the cloud. But basically what you do is, you would buy an EC two instance and you install whatever software you wanted on it. I don't know that they're in that business still but customers don't want to buy servers from AWS anymore. They want to buy solutions. >> Right. >> Rent, whatever. >> Yeah. (chuckles) >> That is the big repeated message that I've heard here. >> So you brought up a good point that there are probably 1000 booths here. You could be here every day and not get to see everything that's going on. Plus this show was going on across the strip. We're only getting a fraction of the people that are here. But with that said, to your point, there are so many tools out there. Customers are looking for solutions. One of the things that we say about theCUBE is, we extract the signal from the noise. How does Dataiku get past the noise? How do you get up the stack to really impact customers so they understand the value that you're delivering? >> I think that Data science and ML sound like a very complicated topic but our value prop is relatively simple. And we appeal both to your end users who are excited to learn about how data science works and how they can leverage these tools in their day-to-day jobs, as well as appealing to IT. IT, right now, at major organizations they want to be able to build a full stack that makes sense. And the big choices they're making right now are around infrastructure. Where am I going to run my compute? So, they're choosing between Snowflake or Databricks or a native AWS compute solution, right? And so they make this big choice around compute and then they realize, "Oh, how many of our users across our organization are actually able to leverage this big compute choice?" Oh, maybe 100, maybe 200. That's not incredibly useful for what we've just decided to completely stand behind. Dataiku, all of a sudden, opens that up to 1000s of users across your organization. So it makes IT feel empowered by being able to help more people. And it makes users feel empowered by being able to use a great tool and start answering their own questions. >> And where are your customer conversations these days? As we look at AI and ML, emerging technologies, so many customers and companies, knowing we have to go in this direction. We have to have AI to speed the business. Are you seeing more of the conversations are still in IT or are they actually going up the stack? >> (chuckles) It's a great question. When you're going into large organizations, there's two sales motions, right? There's convincing the business users that this is a great thing and then convincing IT that it's not going to be too painful. You always have to go to both places. IT doesn't want to take on a boondoggler, or there's an albatross, I don't remember the word, but, something that they're going to have to deal with for the next 10 years and then eventually dismantle and pull apart. I think a lot of IT got very scared about big data platforms and solutions because of Hadoop. To be honest, Hadoop was incredibly powerful but maybe not as mature of technology as IT would've liked it to be. From a maintenance and administration standpoint. So yes, you will always have to sell to IT and help IT feel comfortable with the platform. But no, the conversations that I want to have are the use case conversations with a Chief Data Officer, Chief Revenue Officer, Chief Marketing Officer. That's who I really want to convince that this is going to be a worthwhile opportunity. >> And what are some of the key, sorry. What are some of the key use cases that Dataiku is tackling in the market these days? >> So we work a lot. Two of the biggest organizations, or verticals, that I work with personally are finance and pharmaceuticals. In finance, we are closely embedded with wealth management organizations. So, a lot of that is around customer entertainment, churn, relatively obvious, simple concepts but ones where it's worth a lot of money. In pharma, we work both on the supply side. So, doing supply chain optimization, ensuring the right drugs get to the right places at the right time. As well as on the business and marketing side. So, ensuring that your ad spend is correctly distributed across different advertising platforms. >> So if you're working with a financial organization, I want to understand from a consumer, from the end user's perspective, although obviously this technology impacts the end user who's trying to do a transaction. What's in it for me? And I don't know as the end user that Dataiku is under the hood. >> You'd never know. >> Which is good. I shouldn't have to worry about the technology. >> Jed: You shouldn't have to worry about that at all. >> What's in it for the end user customer? What are they gaining from this? >> So, from a very end user perspective, if you think about when you logged onto maybe your Bank of America, your Chase app, five or 10 years ago, maybe you didn't even have it on your phone five years ago. Or when you logged into your account online. We do 95% of our banking online right now, right? I go into a physical location, what? I don't know, once every six months or something? Get a cashier's check? I don't know. The experience that you're getting and the amount of information you're getting back about your spending habits, where your money is going, what your credit score is, all of these things are being driven by these big data organizations inside the banks. Also, any type, this is a little creepier, but any type of promotional emails or the types of things that you get feedback on when you use your credit card and the offers that you get through that, are all being personalized to you through the information that these banks are collecting about your spending habits. >> Yeah, but we want that as a consumer, we want the personalized. >> Yeah, of course. We want it to be magic slash not creepy. (laughs) >> Right, I want them to recommend the best card for me. >> Right. >> The next best thing. >> It's good for me, it's good for them. >> Don't serve me up something that I've already bought. That always bugs me when I'm like, I already bought that. >> I get that all the time. I'm like, yeah, I have that card already. It's in my wallet. Why are you telling me? >> We only have a couple of minutes left Jed, but talk to me about from a platform strategy perspective, what's next for Dataiku and AWS? >> So we are making a matrix transition right now and it's core to our platform. For a long time, the way that we've installed Dataiku is, we help our customers install it on their AWS account so it runs inside their tenant. This is very comfortable for, for example, large banking clients, pharma clients that have personally identifiable information, all that kind of thing. They own everything. However, as we were talking about before, we're really moving from providing a tool to providing solutions. And part of that is obviously a move to SaaS. So two years ago we released a SaaS offering. We've been expanding it more and more to, this year, we want to be pushing SaaS first. So Dataiku online should be the first option when new customers move on. And that is a huge platform shift. It means making sure that we have the right security in place. It means making sure that we have the right scaling in place, that we have 24-7 support. All this has been a big challenge. A big fascinating challenge, actually, to put together. >> Awesome. Last question for you. Say you get a brand new DeLorean, I hear they're coming back, and you want to put, you really, really want to put a bumper sticker on it, 'cause why not? And it's about Dataiku and it's like a sizzle reel kind of thing. >> A sizzle real, alright. >> Yeah. What does it say? >> Extraordinary people, everyday AI. >> Wow. Drop the mic, Jed. That was awesome. Thank you so much for coming on the program. We really appreciate the update on Dataiku. What you guys are doing for customers, your specialization and solutions for verticals. Awesome stuff, we'll have to have you back. >> Thank you so much. >> Alright, my pleasure. >> Bye-Bye. >> For my guest, I'm Lisa Martin. You're watching theCUBE, the leader in live enterprise and emerging tech coverage. (bright music)

Published Date : Dec 1 2022

SUMMARY :

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Chuck Svoboda, Red Hat & Ted Stanton, AWS | AWS re:Invent 2022


 

>>Hey everyone, it's Vegas. Welcome back. We know you've been watching all day. We appreciate that. We always love being able to bring you some great content on the Cube Live from AWS Reinvented 22. Lisa Martin here with Paul Gill. And Paul, we've had such a great event. We've, I think we've done nearly 70 interviews since we started on the Cube on >>Monday night. I believe we just hit 70. Yeah, we just hit 70. You must feel like you've done half of >>Them. I really do. But we've been having great conversations. There's so much innovation going on at aws. Nothing slowed them down during the pandemic. We love also talking about the innovation, the flywheel that is their partner ecosystem. We're gonna have a great conversation about that >>Next. And as we've said, going back to day one, the energy of the show is remarkable. And here we are, we're getting late in the afternoon on day two, and there's just as much activity, just as much energy out there as, as the beginning of the first day. I have no doubt day three will be the >>Same. I agree. There's been no slowdown. We've got two guests here. We're gonna have a great conversation. Chuck Kubota joins us, senior Director of Cloud Services, GTM at Red Hat. Great to have you on the program. And Ted Stanton, global head of Sales, red Hat at IBM at aws. Welcome. >>Thanks for having us. >>How's the show going so far for you guys? >>It's a blur. Is it? Oh my gosh. >>Don't they all >>Blur? Well, yes, yes. I actually like last year a bit better. It was half the size. Yeah. And a lot easier to get around, but this is back to normal, so >>It is back to normal. Yeah. And and Ted, we're hearing north of 50,000 in-person attendees. I heard a, something I think was published. I heard the second hand over like 300,000 online attendees. This is maybe the biggest one we ever had. >>Yeah, yeah, I would agree. And frankly, it's my first time here, so I am massively impressed with the overall show, the meeting with partners, the meeting with customers, the announcements that were made, just fantastic. And >>If you remember back to two years ago, there were a lot of questions about whether in-person conferences would ever return and the volume that we used to see them. And that appears to be >>The case. I think we, I think we've answered, I think AWS has answered that for us, which I'm very pleased to see. Talk about some of those announcements. Ted. There's been so much that that's always one of the things we know and love about re men is there's slew of announcements. You were saying this morning, Paul, and then keynote, you lost, you stopped counting after I >>Lost 15, I lost count for 15. I think it was over 30 announcements this morning alone >>Where IBM and Red Hat are concern. What are some of the things that you are excited about in terms of some of the news, the innovation, and where the partnership is going? >>Well, definitely where the partnership is going, and I think even as we're speaking right now, is a keynote going on with Aruba, talking about some of the partners and the way in which we support partners and the new technologies and the new abilities for partners to take advantage of these technologies to frankly delight our customers is really what most excites me. >>Chuck, what about you? What's going on with Red Hat? You've been there a long time. Sales, everything, picking up customers, massively transforming. What are some of the things that you're seeing and that you're excited >>About? Yeah, I mean, first of all, you know, as customers have, you know, years ago discovered it's not competitively advantageous to manage their own data centers in most cases. So they would like to, you know, give that responsibility to Amazon. We're seeing them move further up the stack, right? So that would be more beyond the operating system, the application platforms like OpenShift. And now we have a managed application platform built on OpenShift called Red Out OpenShift service on AWS or Rosa. And then we're even further going up the stack with that with, we just announced this week that red out OpenShift data science is available in the AWS marketplace, runs on Rosa, helps break the land speed record to getting those data models out there that are so important to make, you know, help organizations become more, much more data driven to remain competitive themselves. >>So talk about Rosa and how it differs from previous iterations of, of OpenShift. I mean, you had, you had an online version of OpenShift several years ago. What's different about Rosa? >>Yeah, so the old OpenShift online that was several years old, right? For one thing, wasn't a joint partnership between Amazon and Red Hat. So we work together, right? Very closely on this, which is great. Also, the awesome thing about Rosa, you know, if you think about like OpenShift for, for, as a matter of fact, Amazon is the number one cloud that OpenShift runs on, right? So a lot of those customers want to take advantage of their committed spins, their EDPs, they want one bill. And so Rosa comes through the one bill comes through the marketplace, right? Which is, which is totally awesome. Not only that or financially backing OpenShift with a 99.95% financially backed sla, right? We didn't have that before either, right? >>When you say financially backed sla, >>What do you mean? That means that if we drop below 99.95% of availability, we're gonna give you some money back, right? So we're really, you know, for lack of better words, putting our money where our mouth is. Absolutely right. >>And, and some of the key reasons that we even work together to build Rosa was frankly we've had a mirror of customers and virtually every single region, every single industry been using OpenShift on AWS for years, right? And we listened to them, they wanted a more managed version of it and we worked very closely together. And what's really great about Rosa too is we built some really fantastic integrations with some of the AWS native services like API gateway, Amazon rds, private link, right? To make it very simple and easy for customers to get started. We talked a little bit about the marketplace, but it's also available just on the AWS console, right? So customers can get started in a pay as you go fashion start to use it. And if they wanna move into a more commitment, more of a set schedule of payments, they can move into a marketplace private offer. >>Chuck, talk about, how about Rosen? How is unlocking the power of technology like containers Kubernetes for customers while dialing down some of the complexity that's >>There? Yeah, I mean if you think about, you know, kind of what we did, you know, earlier on, right? If you think about like virtualization, how it dialed down the complexity of having to get something rack, get a blade rack, stack cable and cooled every time you wanted to deploy new application, right? So what we do is we, our message is this, we want developers to focus on what matters most. And that's build, deploy, and running applications. Most of our customers are not in the business of building app platforms. They're not in the business of building platforms like banks, I, you know, financials, right? Government, et cetera. Right? So what we do is we allow those developers that are, enable those developers that know Java and Node and springing and what have you, just to keep writing what they know. And then, you know, I don't wanna get too technical here, but get pushed through way and, and OpenShift takes care of the rest, builds it for them, runs it through a pipeline, a CICD pipeline, goes through all the testing and quality gates and things like that, deploys it, auto wires it up, you know, to monitoring which is what you need. >>And we have all kinds of other, you know, higher order services and an ecosystem around that. And oh, by the way, also plugging into and taking advantage of the services like rds, right? If you're gonna write an application, a tradition, a cloud native application on Amazon, you're probably going to wanna run it in Rosa and consuming one of those databases, right? Like RDS or Aurora, what have you. >>And I, and I would say it's not even just the customers. We have a variety of ecosystem partners, both of our partners leveraging it as well. We have solos built their executive management system that they go ahead and turn and sell to their customers, streamlines data and collects data from a variety of different sources. They decided, you know, it's better to run that on top of Rosa than manage OpenShift themselves. We've seen IBM restack a lot of their software, you know, to run on top of Rose, take advantage of that capabilities. So lots of partners as well as customers are taking advantage of fully managed stack of that OpenShift that that turnkey capabilities that it provides >>For, for OpenShift customers who wanna move to Rose, is that gonna be a one button migration? Is that gonna be, can they run both environments simultaneously and migrate over time? What kind of tools are you giving them? >>We have quite, we have quite a few migration tools such as conveyor, right? That's one of our projects, part of our migration application toolkit, right? And you know, with those, there's also partners like Trilio, right? Who can help move, you know, applications back 'em up. In fact, we're working on a pretty cool joint go to market with that right now. But generally speaking, the OpenShift experience that the customers that we have know and love and those who have never used OpenShift either are coming to it as well via Rosa, right? The experience is primarily the same. You don't have to really retrain your people, right? If anything, there's a reduction in operational cost. We increase developer productivity cuz we manage so much of the stack for you. We have SRE site reliability engineers that are backing the platform that proactively get ahead of anything that may go wrong. So maybe you don't even notice if something went wrong, wrong. And then also reactively fixing it if it comes to that, right? So, you know, all those kind of things that your customers are having to do on their own or hire a contractor, a consultant, what have to do Now we benefit from a managed offering in the cloud, right? In Amazon, right? And your developers still have that great experience too, like to say, you know, again, break the land speed record to prod. >>I >>Like that. And, and I would actually say migrations from OpenShift are on premise. OpenShift to Rosa maybe only represents about a third of the customers we have. About another third of the customers is frankly existing AWS customers. Maybe they're doing Kubernetes, do it, the, you know, do it themselves. We're struggling with some of the management of that. And so actually started to lean on top of using Rosa as a better platform to actually build upon their applications. And another third, we have quite a few customers that were frankly new OpenShift customers, new Red Hat customers and new AWS customers that were looking to build that next cloud native application. Lots of in the startup space that I've actually chosen to go with Rosa. >>It's funny you mention that because the largest Rosa consumer is new to OpenShift. Oh wow. Right. That's pretty, that's pretty powerful, right? It's not just for existing OpenShift customers, existing OpenShift. If you're running OpenShift, you know, on EC two, right. Self-managed, there's really no better way to run it than Rosa. You know, I think about whether this is the 10th year, 10 year anniversary of re right? Right. Yep. This is also the 10 year anniversary of OpenShift. Yeah, right. I think it one oh came out about sometime around a week, 10 years ago, right? When I came over to Red Hat in 2015. You know, if you, if you know your Kubernetes history was at July 25th, I think was when Kubernetes ga, July 25th, 2015 is when it g you have >>A good >>Memory. Well I remember those days back then, right? Those were fun, right? The, we had a, a large customer roll out on OpenShift three, which is our OpenShift RE based on Kubernetes. And where do you think they ran Amazon, right? Naturally. So, you know, as you move forward and, and, and OpenShift V four came out, the, reduces the operational complexity and becomes even more powerful through our operator framework and things like that. Now they revolved up to Rosa, right? And again, to help those customers focus on what matters most. And that's the applications, not the containers, not those underlying implementation and technical details while critically important, are not necessarily core to the business to most of our customers. >>Tremendous amount of innovation in OpenShift in a decade, >>Pardon me? >>Tremendous amount of innovation in OpenShift in the >>Last decade. Oh absolutely. And, and and tons more to come like every day. Right. I think what you're gonna see more of is, you know, as Kubernetes becomes more, more and more of the plumbing, you know, I call 'em productive abstractions on top of it, as you mentioned earlier, unlocking the power of these technologies while minimizing, even hiding the complexity of them so that you can just move fast Yeah. And safely move fast. >>I wanna be sure we get to, to marketplaces because you have been, red Hat has made, has really stepped up as commitment to the AWS marketplace. Why are you doing that now and how are, how are the marketplaces evolving as a channel for you? >>Well, cuz our customers want us to be there, right? I mean we, we, we are customer centric, customer first approach. Our customers want to buy through the marketplace. If you're an Amazon, if you're an Amazon customer, it's really easy for you to go procure software through the marketplace and have, instead of having to call up Red Hat and get on paper and write a second check, right? One stop shop one bill. Right? That is very, very attractive to our customers. Not only that, it opens up other ways to buy, you know, Ted mentioned earlier, you know, pay as you go buy the drink pricing using exactly what you need right now. Right? You know, AWS pioneered that, right? That provides that elasticity, you know, one of the core tenants at aws, AWS cloud, right? And we weren't able to get that with the traditional self-managed on Red Hat paper subscriptions. >>Talk a little bit about the go to market, what's, you talked about Ted, the kind of the three tenants of, of customer types. But talk a little bit about the gtm, the joint go to market, the joint engineering, so we get an understanding of how customers engage multiple options. >>Yeah, I mean, so if you think about go to market, you know, and the way I think of it is it's the intersection of a few areas, right? So the product and the product experience that we work together has to be so good that a customer or user, actually many start talk, talking about users now cuz it's self-service has a more than likely chance of getting their application to prod without ever talking to a person. Which is historically not what a lot of enterprise software companies are able to do, right? So that's one of those biggest things we do. We want customers to just be successful, turn it on, get going, be productive, right? At the same time we wanna to position the product in such a way that's differentiating that you can't get that experience anywhere else. And then part of that is ensuring that the education and enablement of our customers and our partners as such that they use the platform the right way to get as much value out of as possible. >>All backed by, you know, a very smart field that ensures that the customer get is making the right decision. A customer success org, this is attached to my org now that we can go on site and team with our customers to make sure that they get their first workloads up as quickly as possible, by the way, on our date, our, our dime. And then SRE and CEA backing that up with support and operational integrity to ensure that the service is always up and available so you can sleep, sleep, sleep well at night. Right? Right. One of our PMs of, of of Rosa, he says, what does he say? He says, Rosa allows organizations, enables organizations to go from 24 7 operations to nine to five innovation. Right? And that's powerful. That's how our customers remain more competitive running on Rosa with aws, >>When you're in customer conversations and you have 30 seconds, what are the key differentiators of the solution that you go boom, boom, boom, and they just go, I get it. >>Well, I mean, my 32nd elevator pitch, I think I've already said, I'll say it again. And that is OpenShift allows you to focus on your applications, build, deploy, and run applications while unlocking the power of the technologies like containers and Kubernetes and hiding or minimizing those complexities. So you can do as fast as possible. >>Mic drop Ted, question for you? Sure. Here we are at the, this is the, I leave the 11th reinvent, 10th anniversary, 11th event. You've been in the industry a long time. What is your biggest takeaway from what's been announced and discussed so far at Reinvent 22, where the AWS and and its partner ecosystem is concerned? If you had 30 seconds or if you had a bumper sticker to put on your DeLorean, what would you say? >>I would say we're continuing to innovate on behalf of our customers, but making sure we bring all of our partners and ecosystems along in that innovation. >>Yeah. I love the customer obsession on both sides there. Great work guides. Congrats on the 10th anniversary of OpenShift and so much evolution, the customer obsession is really clear for both of you guys. We appreciate your time. You're gonna have to come back now. Absolutely. Absolutely. Thank you. All right. Thank you so much for joining us. For our guests and for Paul Gillin. I'm Lisa Martin. You're watching The Cube, the leader in live enterprise and emerging tech coverage.

Published Date : Dec 1 2022

SUMMARY :

We always love being able to bring you some great content on the Cube Live from AWS Reinvented I believe we just hit 70. We love also talking about the innovation, And here we are, we're getting late in the afternoon on day two, and there's just as much activity, Great to have you on the program. It's a blur. And a lot easier to get around, I heard the second hand over overall show, the meeting with partners, the meeting with customers, the announcements And that appears to be of the things we know and love about re men is there's slew of announcements. I think it was over 30 announcements this morning alone What are some of the things that you are excited about in terms of some and the new abilities for partners to take advantage of these technologies to frankly delight our What are some of the things that you're seeing and Yeah, I mean, first of all, you know, as customers have, you know, years ago discovered I mean, you had, you had an online version of OpenShift several years ago. you know, if you think about like OpenShift for, for, as a matter of fact, So we're really, you know, for lack of better words, putting our money where our mouth is. And, and some of the key reasons that we even work together to build Rosa was frankly we've had a They're not in the business of building platforms like banks, I, you know, financials, And we have all kinds of other, you know, higher order services and an ecosystem around that. They decided, you know, it's better to run that on top of Rosa than manage OpenShift have that great experience too, like to say, you know, again, break the land speed record to prod. Lots of in the startup space that I've actually chosen to go with Rosa. It's funny you mention that because the largest Rosa consumer is new to OpenShift. And where do you think they ran Amazon, minimizing, even hiding the complexity of them so that you can just move fast Yeah. I wanna be sure we get to, to marketplaces because you have been, red That provides that elasticity, you know, Talk a little bit about the go to market, what's, you talked about Ted, the kind of the three tenants of, Yeah, I mean, so if you think about go to market, you know, and the way I think of it is it's the intersection of a few areas, and operational integrity to ensure that the service is always up and available so you can sleep, of the solution that you go boom, boom, boom, and they just go, I get it. And that is OpenShift allows you to focus on your applications, build, deploy, and run applications while If you had 30 seconds or if you had a bumper sticker to put on your of our partners and ecosystems along in that innovation. OpenShift and so much evolution, the customer obsession is really clear for both of you guys.

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Venkat Venkataramani, Rockset | AWS re:Invent 2022 - Global Startup Program


 

>>And good afternoon. Welcome back here on the Cub as to continue our coverage at aws Reinvent 22, win the Venetian here in Las Vegas, day two, it's Wednesday. Thanks. Still rolling. Quite a along. We have another segment for you as part of the Global Startup program, which is under the AWS Startup Showcase. I'm joined now by Vink at Viera, who is the CEO and co-founder of R Set. And good to see you, >>Sir. Thanks for having me here. Yeah, >>No, a real pleasure. Looking forward to it. So first off, for some of, for yours who might not be familiar with Roxette, I know you've been on the cube a little bit, so you're, you're an alum, but, but why don't you set the stage a little bit for Rock set and you know, where you're engaged with in terms of, with aws? >>Definitely. Rock Set is a realtime analytics database that is built for the cloud. You know, we make realtime applications possible in the cloud. You know, realtime applications need high concurrency, low latency query processing data needs to be fresh, your analytic needs to be fast. And, you know, we built on aws and that's why we are here. We are very, very proud partners of aws. We are in the AWS Accelerate program, and also we are in the startup program of aws. We are strategic ISV partner. And so yeah, we make real time analytics possible without all the cost and complexity barriers that are usually associated with it. And very, very happy to be part of this movement from batch to real time that is happening in the world. >>Right. Which is certainly an exciting trend. Right. I know great news for you, you made news yesterday, had an announcement involved with the intel with aws, who wants to share some of that >>With us too? Definitely. So, you know, one, one question that I always ask people is like, you know, if you go perspective that I share is like, if you go ask a hundred people, do you want fast analytics on fresh data or slow analytics on stale data? You know, a hundred out of a hundred would say fast and fresh, right? Sure. So then the question is, why hasn't this happened already? Why is this still a new trend that is emerging as opposed to something that everybody's taking for granted? It really comes down to compute efficiency, right? I think, you know, at the end of the day, real time analytics was always in using, you know, technologies that are, let's say 10 years ago using let's say processors that were available 10 years ago to, you know, three cloud, you know, days. There was a lot of complexity barriers associated with realtime analytics and also a lot of cost and, and performance barriers associated with it. >>And so Rox said from the, you know, from the very beginning, has been obsessing about building the most compute efficient realtime database in the world. And, you know, AWS on one hand, you know, allows us to make a consumption based pricing model. So you only pay for what you use. Sure. And that shatters all the cost barriers. But in terms of computer efficiency, what we announced yesterday is the Intel's third generation Zon scalable processors, it's code named Intel Ice Lake. When we port it over Rock said to that architecture, taking advantage of some of the instructions sets that Intel has, we got an 84% performance boost, 84, 84, 84. >>It's, it's incredible, right? >>It's, it's an incredible charts, it's an incredible milestone. It reduces the barrier even more in terms of cost and, you know, and, and pushes the efficiency and sets a, a really new record for how efficient realtime, you know, data processing can be in the cloud. And, and it's very, very exciting news. And so we used to benchmark ourselves against some of our other, you know, realtime, you know, did up providers and we were already faster and now we've set a, a much, much higher bar for other people to follow. >>Yep. And, and so what is, or what was it about real time that, that, you know, was such a barrier because, and now you've got the speed of, of course, obviously, and maybe that's what it was, but I think cost is probably part of that too, right? That's all part of that equation. I mean, real time, so elusive. >>Yeah. So real time has this inherent pattern that your data never stops coming. And when your data never stops coming, and you can now actually do analytics on that. Now, initially people start with saying, oh, I just want a real time dashboard. And then very quickly they realize, well, the dashboard is actually in real time. I'm not gonna be staring at the 24 7. Can you tap on my shoulder when something is off, something needs to be looked at. So in which case you're constantly also asking the question, is everything okay? Is everything all right? Do I need to, is is that something that I need to be, you know, double clicking on and, and following up on? So essentially very quickly in real time analytics, what happens is your queries never stop. The questions that you're asking on your data never stops. And it's often a program asking the question to detect anomalies and things like that. >>And your data never stops coming. And so compute is running 24 7. If you look at traditional data warehouses and data lakes, they're not really optimized for these kinds of workloads. They're optimized to store massive volumes of data and in a storage efficient format. And when an analyst comes and asks a question to generate a report, you can spin up a whole bunch of compute, generate the report and tear it all down when you're done. Well, that is not compute running 24 7 to continuously, you know, you know, keep ingesting the data or continuously keep answering questions. So the compute efficiency that is needed is, is much, much, much higher. Right? And that is why, you know, Rox was born. So from the very beginning, we're only built, you know, for these use cases, we have a, an extremely powerful SQL engine that can give you full feature SQL analytics in a very, very compute efficient way in the cloud. >>Right. So, so let's talk about the leap that you've made, say in the last two years and, and, and what's been the spur of that? What has been allowed you to, to create this, you know, obviously a, a different kind of an array for your customers from which to choose, but, but what's been the spark you think >>We touched upon this a little earlier, right? This spark is really, you know, the world going from batch to real time. So if you look at mainstream adoption of technologies like Apache, Kafka and Confluent doing a really good job at that. In, in, in growing that community and, and use cases, now businesses are now acquiring business data, really important business data in real time. Now they want to operationalize it, right? So, you know, extract based static reports and bi you know, business intelligence is getting replaced in all modern enterprises with what we call operational intelligence, right? Don't tell me what happened last quarter and how to plan this quarter better. Tell me what's happening today, what's happening right now. And it's, it's your business operations using data to make day to day decisions better that either grows your top line, compresses your bottom line, eliminates risk that are inherently creeping up in your business. >>Sure. You know, eliminate potential churn from a customer or fraud, you know, deduction and, and getting on top of, you know, that, you know, a minute into this, into, into an outage as opposed to an hour into the outage. Right? And so essentially I think businesses are now realizing that operational intelligence and operational analytics really, you know, allows them to leverage data and especially real time data to make their, you know, to grow their businesses faster and more efficiently. And especially in this kind of macro environment that is, you know, more important to have better unit economics in your business than ever before. Sure. And so that is really, I think that is the real market movement happening. And, and we are here to just serve that market. We are making it much, much easier for companies that have already adopted, you know, streaming technologies like Kafka and, and, and knows Canis MSK and all these technologies. Now businesses are acquiring these data in real time now. They can also get realtime analytics on the other end of it. Sure. >>You know, you just touched on this and, and I'd like to hear your thoughts about this, about, about the economic environment because it does drive decisions, right? And it does motivate people to look for efficiencies and maybe costs, you know, right. Cutting costs. What are you seeing right now in terms of that, that kind of looming influence, right? That the economy can have in terms of driving decisions about where investments are being made and what expectations are in terms of delivering value, more value for the buck? >>Exactly. I think we see across the board, all of our customers come back and tell us, we don't want to manage data infrastructure and we don't want to do kind of DIY open source clusters. We don't wanna manage and scale and build giant data ops and DevOps teams to manage that, because that is not really, you know, in their business. You know, we have car rental companies want to be better at car rentals, we want airlines to be a better airline, and they don't, don't want their, you know, a massive investment in DevOps and data ops, which is not really their core business. And they really want to leverage, you know, you know, fully managed and, you know, cloud offerings like Rock said, you know, built on aws, massively scalable in the cloud with zero operational overhead, very, very easy to get started and scale. >>And so that completely removes all the operational overhead. And so they can invest the resources they have, the manpower, they have, the calories that they have on actually growing their businesses because that is what really gonna allow them to have better unit economics, right? So everybody that is on my payroll is helping me grow my top line or shrink my bottom line, eliminate risk in my business and, and, and, and churn and, and fraud and other, and eliminate all those risks that are inherent in my business. So, so that is where I think a lot of the investments going. So gone are the days where, you know, you're gonna have these in like five to 10% team managing a very hard to operate, you know, open source data management clusters on EC two nodes in, in AWS and, and kind of DIYing it their way because those 10 people, you know, if all they do is just operational maintenance of infrastructure, which is a means to an end, you're way better off, you know, using a cloud, you know, a bond in the cloud built for the cloud solution like rock and eliminate all that cost and, and replace that with an operationally much, much simpler, you know, system to op, you know, to to work with such as, such as rock. >>So that is really the big trend that we are seeing why, you know, not only real time is going more and more mainstream cloud native solutions or the real future even when it comes to real time because the complexity barrier needs to be shattered and only cloud native solutions can actually, >>You get the two Cs cost and complexity, right. That you, you need to address. Exactly. Yeah, for sure. You know, what is it about building trust with your, with your clients, with your partners? Because you, you're talking about this cloud environment that, that everyone is talking about, right? Not everyone's made that commitment. There are still some foot draggers out there. How are you going about establishing confidence and establishing trust and, and, and providing them with really concrete examples of the values and the benefits that you can provide, you know, with, with these opportunities? >>So, you know, I grew up, so there's a few ways to to, to answer this question. I'll, I'll, I'll come, I'll cover all the angles. So in, in order to establish trust, you have to create value. They, you know, your customer has to see that with you. They were able to solve the problem faster, better, cheaper, and they're able to, you know, have a, the business impact they were looking for, which is why they started the project in the first place. And so establishing that and proving that, I think there's no equivalence to that. And, you know, I grew up at, at, you know, at Facebook back in the day, you know, I was managing online data infrastructure, okay. For Facebook from 2007 and 2015. And internally we always had this kind of culture of all the product teams building on top of the infrastructure that my team was responsible for. >>And so they were not ever, there was never a, a customer vendor relationship internally within Facebook that we're all like, we're all part of the same team. We're partnering here to have you, you know, to help you have a successful product launch. There's a very similar DNA that, that exists in Rock said, when our customers work with us and they come to us and we are there to make them successful, our consumption based pricing model also forces us to say they're not gonna really use Rock said and consume more. I mean, we don't make money until they consume, right? And so their success is very much integral part of our, our success. And so that I think is one really important angle on, you know, give us a shot, come and do an evaluation, and we will work with you to build the most efficient way to solve your problem. >>And then when you succeed, we succeed. So that I think is a very important aspect. The second one is AWS partnership. You know, we are an ISV partner, you know, AWS a lot of the time. That really helps us establish trust. And a lot of the time, one of the, the, the people that they look up to, when a customer comes in saying, Hey, what is, who is Rock? Said? You know, who are your friends? Yeah. Who are your friends? And then, you know, and then the AWS will go like, oh, you know, we'll tell you, you know, all these other successful case studies that R has, you know, you know, built up on, you know, the world's largest insurance provider, Europe's largest insurance provider. We have customers like, you know, JetBlue Airlines to Klarna, which is a big bator company. And so, so all these case studies help and, and, and, and platform and partners like AWS helps us, helps you amplify that, that, you know, and, and, and, and, and give more credibility. And last but not least, compliance matters. You know, being Soto type two compliant is, is a really important part of establishing trust. We are hip hop compliant now so that, you know, we can, you know, pi I phi data handling that. And so I think that will continue to be a part, a big part of our focus in improving the security, you know, functionality and, and capabilities that R set has in the cloud, and also compliance and, and the set of com, you know, you know, standards that we are gonna be compliant against. >>Well, I'm glad you hit on the AWS too, cause I did wanna bring that up. I, I appreciate that and I know they appreciate the relationship as well. Thanks for the time here. It's been a pleasure. Awesome. Learning about Rockette and what you're up to. Thank you. >>You bet. >>It's a pleasure. Thank you. Vi ka. All right. You are watching the cube coverage here at AWS Reinvent 22. And on the cube, of course, the leader, the leader in high tech coverage.

Published Date : Nov 30 2022

SUMMARY :

We have another segment for you as part of the Global Startup program, which is Yeah, but why don't you set the stage a little bit for Rock set and you know, where you're engaged with in terms of, And, you know, I know great news for you, you made news yesterday, you know, three cloud, you know, days. And so Rox said from the, you know, from the very beginning, has been obsessing about building benchmark ourselves against some of our other, you know, realtime, you know, did up providers That's all part of that equation. you know, double clicking on and, and following up on? And that is why, you know, to create this, you know, obviously a, a different kind of an array for your customers from which This spark is really, you know, the world going from batch you know, deduction and, and getting on top of, you know, that, you know, a minute into this, maybe costs, you know, right. And they really want to leverage, you know, you know, and, and replace that with an operationally much, much simpler, you know, system to op, that you can provide, you know, with, with these opportunities? at, you know, at Facebook back in the day, you know, I was managing online data infrastructure, you know, give us a shot, come and do an evaluation, and we will work with you to build the most efficient way and the set of com, you know, you know, standards that we are gonna be compliant against. Well, I'm glad you hit on the AWS too, cause I did wanna bring that up. And on the cube, of course, the leader, the leader in high

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Ajay Patel, VMware | AWS re:Invent 2022


 

>>Hello everyone. Welcome back to the Cube Live, AWS Reinvent 2022. This is our first day of three and a half days of wall to wall coverage on the cube. Lisa Martin here with Dave Valante. Dave, it's getting louder and louder behind us. People are back. They're excited. >>You know what somebody told me today? Hm? They said that less than 15% of the audience is developers. I'm like, no way. I don't believe it. But now maybe there's a redefinition of developers because it's all about the data and it's all about the developers in my mind. And that'll never change. >>It is. And one of the things we're gonna be talking about is app modernization. As customers really navigate the journey to do that so that they can be competitive and, and meet the demands of customers. We've got an alumni back with us to talk about that. AJ Patel joins us, the SVP and GM Modern Apps and Management business group at VMware. Aj, welcome back. Thank >>You. It's always great to be here, so thank you David. Good to see >>You. Isn't great. It's great to be back in person. So the VMware Tansu team here back at Reinvent on the Flow Shore Flow show floor. There we go. Talk about some of the things that you guys are doing together, innovating with aws. >>Yeah, so it's, it's great to be back after in person after multiple years and the energy level continues to amaze me. The partnership with AWS started on the infrastructure side with VMware cloud on aws. And when with tanza, we're extending it to the application space. And the work here is really about how do you make developers productive To your earlier point, it's all about developers. It's all about getting applications in production securely, safely, continuously. And tanza is all about making that bridge between great applications being built, getting them deployed and running, running and operating at scale. And EKS is a dominant Kubernetes platform. And so the better together story of tanu and EKS is a great one for us, and we're excited to announce some sort of innovations in that area. >>Well, Tanu was so front and center at VMware Explorer. I wasn't at in, in VMware Explorer, Europe. Right. But I'm sure it was a similar kind of focus. When are customers choosing Tanu? Why are they choosing Tanu? What's, what's, what's the update since last August when >>We, you know, the market settled into three main use cases. One is all about developer productivity. You know, consistently we're all dealing with skill set gap issues. How do we make every developer productive, modern developer? And so 10 is all about enabling that develop productivity. And we can talk quite a bit about it. Second one is security's front and center and security's being shifted left right into how you build great software. How do you secure that through the entire supply chain process? And how do you run and operationalize secure at runtime? So we're hearing consistently about making secure software supply chain heart of what our solution is. And third one is, how do I run and operate the modern application at scale across any Kubernetes, across any cloud? These are the three teams that are continuing to get resonance and empowering. All of this is exciting. David is this formation of platform teams. I just finished a study with Bain Consulting doing some research for me. 40% of our organization now have some form of a central team that's responsive for, for we call platform engineering and building platforms to make developers productive. That is a big change since about two years ago even. So this is becoming mainstream and customers are really focusing on delivering in value to making developers productive. >>Now. And, and, and the other nuance that I see, and you kinda see it here in the ecosystem, but when you talk about your customers with platform engineering, they're actually building their, they're pointing their business. They gonna page outta aws, pointing their businesses to their customers, right? Becoming software companies, becoming cloud companies and really generating new forms of revenue. >>You know, the interesting thing is, some of my customers I would never have thought as leading edge are retailers. Yeah. And not your typical Starbucks that you get a great example. I have an auto parts company that's completely modernizing how they deliver point of sale all the way to the supply chain. All built on ES at scale. You're typically think of that a financial services or a telco leading the pack. But I'm seeing innovation in India. I'm seeing the innovation in AMEA coming out of there, across the board. Every industry is becoming a product company. A digital twin as we would call it. Yeah. And means they become software houses. Yeah. They behave more like you and I in this event versus a, a traditional enterprise. >>And they're building their own ecosystems and that ecosystem's generating data that's generating more value. And it's just this cycle. It's, >>It's a amazing, it's a flywheel. So innovation continues to grow. Talk about really unlocking the developer experience and delivering to them what they need to modernize apps to move as fast and quickly as they want to. >>So, you know, I think AWS coin this word undifferentiated heavy lifting. If you think of a typical developer today, how much effort does he have to put in before he can get a single line of code out in production? If you can take away all the complexity, typically security compliance is a big headache for them, right? Developer doesn't wanna worry about that. Infrastructure provisioning, getting all the configurations right, is a headache for them. Being able to understand what size of infrastructure or resource to use cost effectively. How do you run it operationally? Cuz the application team is responsible for the operational cost of the product or service. So these are the un you know, heavy lifting that developers want to get away from. So they wanna write great code, build great experiences. And we've always talked about frameworks a way to abstract with the complexity. And so for us, there's a massive opportunity to say, how do I simplify and take away all the heavy lifting to get an idea into production seamlessly, continuously, securely. >>Is that part of your partnership? Because you think about a aws, they're really not about frameworks, they're about primitives. I mean, Warner Vos even talks about that in his, in his speech, you know, but, but that makes it more challenging for developers. >>No, actually, if you look at some of their initial investments around proton and et cetera work, they're starting to do, they're recognized, you know, PS is a bad, bad word, but the outcomes a platform as a service offers is what everybody wants. Just talking to the AWS leaders, responsible area, he actually has a separate build team. He didn't know what to call the third team. He has a Kubernetes team, he has a serverless team and has a build team. And that build team is everything above Kubernetes to make the developer productive. Right. And the ecosystem to bring together to make that happen. So I think AWS is recognizing that primitives are great for the elite developers, but if they want to get the mass scale and adoption in the business, it, if you will, they're gonna have to provide richer set of building blocks and reduce the complex and partnership like ours. Make that a reality. And what I'm excited about is there's a clear gap here, and t's the best platform to kind of fill that gap. Well, >>And I, I think that, you know, they're gonna double down triple, I just wrote about this double down, triple down on the primitives. Yes. They have to have the best, you know, servers and storage and database. And I think the way they, they, I call it taping the seams is with the ecosystem. Correct. You know, and they, nobody has a, a better ecosystem. I mean, you guys are, you know, the, the postage child for the ecosystem and now this even exceeds that. But partnering up, that's how they >>Continue to, and they're looking for someone who's open, right? Yeah. Yeah. And so one of the first question is, you know, are you proprie or open? Because one of the things they're fighting against is the lock in. So they can find a friendly partner who is open source, led, you know, upstream committing to the code, delivering that innovation, and bring the ecosystem into orchestrated choreography. It's like singing a music, right? They're running a, running an application delivery team is like running a, a musical orchestra. There's so many moving parts here, right? How do you make them sing together? And so if Tan Zoo and our platform can help them sing and drive more of their services, it's only more valuable for them. And >>I think the partners would generally say, you know, AWS always talking about customer obsession. It's like becomes this bromine, you go, yeah, yeah. But I actually think in the field, the the sellers would say, yeah, we're gonna do what the customer, if that means we're gonna partner up. Yeah. And I think AWS's comp structure makes it sort >>Of, I learned today how, how incentives with marketplaces work. Yeah. And it is powerful. It's very powerful. Yeah. Right. So you line up the sales incentive, you line up the customer and the benefits, you line up bringing the ecosystem to drive business results and everybody, and so everybody wins. And which is what you're seeing here, the excitement and the crowd is really the whole, all boats are rising. Yeah. Yeah. Right, right. And it's driven by the fact that customers are getting true value out of it. >>Oh, absolutely. Tremendous value. Speaking of customers, give us an example of a customer story that you think really articulates the value of what Tanzi was delivering, especially making that developer experience far simpler. What are some of those big business outcomes that that delivers? >>You know, at Explorer we had the CIO of cvs and with their acquisition of Aetna and CVS Health, they're transforming the, the health industry. And they talked about the whole covid and then how they had to deliver the number of, you know, vaccines to u i and how quickly they had to deliver on that. It talked about Tanu and how they leverage, leverage a Tanza platform to get those new applications out and start to build that. And Ro was basically talking about his number one prior is how does he get his developers more productive? Number to priority? How does he make sure the apps are secure? Number three, priority, how does he do it cost effectively in the world? Particularly where we're heading towards where, you know, the budgets are gonna get tighter. So how do I move more dollars to innovation while I continue to drive more efficiency in my platform? And so cloud is the future. How does he make the best use of the cloud both for his developers and his operations team? Right? >>What's happening in serverless, I, in 2017, Andy Chassy was in the cube. He said if AWS or if Amazon had to build all over again, they would build in, in was using serverless. And that was a big quote. We've mined that for years. And as you were talking about developer productivity, I started writing down all the things developers have to do. Yep. With it, they gotta, they gotta build a container image. They said they gotta deploy an EC two instance. They gotta allocate memory, they gotta fence off the apps in a virtual machine. They gotta run the, you know, compute against the app goes, they gotta pay for all that. So, okay, what's your story on, what's the market asking for in terms of serverless? Because there's still some people who want control over the run time. Help us sift through that. >>And it really comes back to the application pattern or the type you're running. If it's a stateless application that you need to spin up and spin down. Serverless is awesome. Why would I wanna worry about scaling it up in, I wanna set up some SLAs, SLIs service level objectives or, or, or indicators and then let the systems bring the resources I need as I need them. That's a perfect example for serverless, right? On the other hand, if you have a, a more of a workflow type application, there's a sequence, there's state, try building an application using serverless where you had to maintain state between two, two steps in the process. Not so much fun, right? So I don't think serverless is the answer for everything, but many use cases, the scale to zero is a tremendous benefit. Events happen. You wanna process something, work is done, you quietly go away. I don't wanna shut down the server started up, I want that to happen magically. So I think there's a role of serverless. So I believe Kubernetes and servers are the new runtime platform. It's not one or the other. It's about marrying that around the application patterns. I DevOps shouldn't care about it. That's an infrastructure concern. Let me just run application, let the infrastructure manage the operations of it, whether it's serverless, whether it's Kubernetes clusters, whether it's orchestration, that's details right. I I I shouldn't worry about it. Right. >>So we shouldn't think of those as separate architectures. We should think of it as an architecture, >>The continuum in some ways Yeah. Of different application workload types. And, and that's a toolkit that the operator has at his disposal to configure and saying, where does, should that application run? Should I want control? You can run it on a, a conveyance cluster. Can I just run it on a serverless infrastructure and and leave it to the cloud provider? Do it all for me. Sure. What, what was PAs? PAs was exactly that. Yeah. Yeah. Write the code once you do the rest. Yeah. Okay. Those are just elements of that. >>And then K native is kinda in the middle, >>Right? K native is just a technology that's starting to build that capability out in a standards way to make serverless available consistently across all clouds. So I'm not building to a, a lambda or a particular, you know, technology type. I'm building it in a standard way, in a standard programming model. And infrastructure just >>Works for me on any cloud. >>The whole idea portability. Consistency. >>Right. Powerful. Yep. >>What are some of the things that, that folks can expect to learn from VMware Tan to AWS this week at the >>Show? Yeah, so there's some really great announcements. First of all, we're excited to extend our, our partnership with AWS in the area of eks. What I mean by that is we traditionally, we would manage an EKS cluster, you visibility of what's running in there, but we weren't able to manage the lifecycle With this announcement. We can give you a full management of lifecycle of S workloads. Our customers have 400 plus EKS clusters, multiple teams sharing those in a multi-tenanted way with common policy. And they wanna manage a full life cycle, including all the upstream open source component that make up Kubernetes people. That ES is the one thing, it's a collection of a lot of open, open source packages. We're making it simple to manage it consistently from a single place on the security front. We're now making tons of service mesh available in the marketplace. >>And if you look at what service MeSHs, it's an overlay. It's an abstraction. I can create an idea of a global name space that cuts across multiple VPCs. I'm, I'm hearing at Amazon's gonna make some announcements around VPC and how they stitch VPCs together. It's all moving towards this idea of abstractions. I can set policy at logical level. I don't have to worry about data security and the communication between services. These are the things we're now enabling, which are really an, and to make EKS even more productive, making enterprise grade enterprise ready. And so a lot of excitement from the EKS development teams as well to partner closely with us to make this an end to end solution for our >>Customers. Yeah. So I mean it's under chasy, it was really driving those primitives and helping developers under continuing that path, but also recognizing the need for solutions. And that's where the ecosystem comes in, >>Right? And the question is, what is that box? As you said last time, right? For the super cloud, there is a cloud infrastructure, which is becoming the new palette, but how do you make sense of the 300 plus primitives? How do you bring them together? What are the best practices, patterns? How do I manage that when something goes wrong? These are real problems that we're looking to solve. >>And if you're gonna have deeper business integration with the cloud and technology in general, you have to have that >>Abstraction. You know, one of the simple question I ask is, how do you know you're getting value from your cloud investment? That's a very hard question. What's your trade off between performance and cost? Do you know where your security, when a lock 4G happens, do you know all the open source packages you need to patch? These are very simple questions, but imagine today having to do that when everybody's doing in a bespoke manner using the set of primitives. You need a platform. The industry is shown at scale. You have to start standardizing and building a consistent way of delivering and abstracting stuff. And that's where the next stage of the cloud journey >>And, and with the economic environment, I think people are also saying, okay, how do we get more? Exactly. We're in the cloud now. How do we get more? How do we >>Value out of the cloud? >>Exactly. Totally. >>How do we transform the business? Last question, AJ for you, is, if you had a bumper sticker and you're gonna put it on your fancy car, what would it say about VMware tan zone aws? >>I would say tan accelerates apps. >>Love >>It. Thank you so much. >>Thank you. Thank you so much for joining us. >>Appreciate it. Always great to be here. >>Pleasure. Likewise. For our guest, I'm Dave Ante. I'm Lisa Martin. You're watching The Cube, the leader in emerging and enterprise tech coverage.

Published Date : Nov 29 2022

SUMMARY :

Welcome back to the Cube Live, AWS Reinvent 2022. They said that less than 15% of the audience is developers. And one of the things we're gonna be talking about is app modernization. Good to see Talk about some of the things that you guys are doing together, innovating with aws. And so the better together Why are they choosing Tanu? And how do you run and operationalize secure at runtime? but when you talk about your customers with platform engineering, they're actually building their, You know, the interesting thing is, some of my customers I would never have thought as leading edge are retailers. And it's just this cycle. So innovation continues to grow. how do I simplify and take away all the heavy lifting to get an idea into production in his speech, you know, but, but that makes it more challenging for developers. And the ecosystem to bring together to make that happen. And I, I think that, you know, they're gonna double down triple, I just wrote about this double down, triple down on the primitives. And so one of the first question is, I think the partners would generally say, you know, AWS always talking about customer And it's driven by the fact that customers are getting true value out of it. that you think really articulates the value of what Tanzi was delivering, especially making that developer experience far And so cloud is the future. And as you were talking about developer productivity, On the other hand, if you have a, So we shouldn't think of those as separate architectures. Write the code once you do the rest. you know, technology type. The whole idea portability. Yep. And they wanna manage a full life cycle, including all the upstream open source component that make up Kubernetes people. And if you look at what service MeSHs, it's an overlay. continuing that path, but also recognizing the need for solutions. And the question is, what is that box? You know, one of the simple question I ask is, how do you know you're getting value from your cloud investment? We're in the cloud now. Exactly. Thank you so much for joining us. Always great to be here. the leader in emerging and enterprise tech coverage.

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Dev Ittycheria, MongoDB | Cube Conversation: Partner Exclusive


 

>>Hi, I'm John Ferry with the Cube. We're here for a special exclusive conversation with David Geria, the CEO of Mongo MongoDB. Well established leading platform. It's been around for, I mean, decades. So continues to become the platform of choice for high performance data. This modern data stack that's emerging, a big part of the story here at a reinvent 2022 on top of an already performing a cloud with, you know, chips and silicon specialized instances, the world's gonna be getting faster, smaller, higher performance, lower cost specialized. Dave, thanks for taking the time with me today, >>John. It's great to be here. Thank you for having me. >>Do you see yourself as a ISV or you just go with that, because that's kind of a nomenclature >>When, when I think of the term isv, I think of the notion of someone building an end solution for customer to get something done. Or what we're building is essentially a developer data platform and we have thousands of ISVs who build software applications on our platform. So how could we be an isv? Because by definition I, you know, we enable people to do so many different things and you know, they can be the, you know, the largest companies of the world trying to transform their business or startups who are trying to disrupt either existing industries or create new ones. And so that's, and, and that's how our customers view MongoDB and, and the whole Atlas platform basically enables them to do some amazing things. The reason for that is, you know, you know, we believe that what we are enabling developers to do is be able to reduce the friction and the work required to build modern applications through the document model, which is really intuitive to the way developers think and code through the distributed nature of platforms. >>So, you know, things like charting no other company on the planet offers the capabilities we do to enable people to build the most highly performant and scalable applications. And also what we also do is enable people to, you know, run different types of workloads on our platform. So we have obviously transactional, we have search, we have time series, we enable people to do things like sophisticated device synchronization from Edge to the back end. We do graph, we do real time analytics. So being able to consolidate all that with developers on one elegant unified platform really makes, you know, it attractive for developers to build on long >>Db. You know, you guys are a feature partner of aws and I would speculate, I don't know if you can comment on this, but I would imagine that you probably produce a lot of revenue for Amazon because you really can't turn off EC two when you do a database work. So, you know, you kind of crank it all the time. You guys are a top partner. How long have you guys been a partner with aws? What's the relationship? >>The relationship's been strong, actually, Amazon spoke at one of our first user conferences in 2013. And since then we've been working together. We've been at reinvent since essentially 2015. And we've been a premier partner, an Emerald sponsor for the last Nu you know, I think four or five years. And so we're very committed to the relationship and I think there's some things that we have a lot, we have a lot of things in common. We care a lot about customers and for us, our customers, our developers, we care a lot about removing friction from their day to day work to move, be able to move fast and be able to, in order to seize new opportunities and respond to new threats. And so consequently, I think the partnership, obviously by nature of our, our common objectives has really come together. >>Talk about the journey of Mongo. I mean, you look back at the history, I, you go back the old lamp stack days, right? So you know, the day developer traction is just really kind of stuck at the none. I mean, it's, it's really well known. And I remember over the conversations, Dave Mongo doesn't scale. I mean, every year we heard something along those lines cuz it just kept scaling. I heard the same thing with AWS back in 2013 timeframe. You, oh, it's just, it's really not for a real prime time. It's, it's for hobbyists, not so much builders, maybe startup cloud, but that developer traction is translated. Can you take us through the journey of Mongo where it is now and, and kinda look back and, and, and take us through what's the state of the art now, >>Right? So just for those of you who, who, those, you know, those in your audience who don't know too much about Mon Be I'll just, you know, start with the background. The company was astounded by developers. It was basically the CTO and some key developers from Double Click who really saw the challenges and the limitations of the relational database architecture because they're trying to serve billions of ads per day and they constantly need to work on the constraints and relational database. And so they essentially decided, why don't we just build a database that we'd want to use? And that was a catalyst to starting MongoDB. The first thing they focused on was, rather than having a tabler data structure, they focused on a document data structure. Why documents? Because there's much more natural and intuitive to work with data and documents in terms of you can set parent child relationships and how you just think about the relationship with data is much more natural in a document than trying to connect data in a, you know, in hundreds of different tables. >>And so that enabled developers to just move so much faster. The second thing they focused on was building a truly distributed architecture, not kind of some adjunct, you know, you know, architecture that maybe made the existing architecture a little bit more scalable. They really took from the ground up a truly distributed architecture. So where you can do native replication, you can do charting and you can do it on a global basis. And so that was the, the other profound, you know, thing that they did. And then since then, what we've also done is, you know, the document model is truly a super set of other models. So we enabled other capabilities like search you can do joins, so you can do very transaction intensive use case among be where fully asset compliant. So you have the highest forms of data guarantees you can do very sophisticated things like time series, you can do device synchronization, you can do real time analytics because we can carve off read only nodes to be able to read and query data in real time rather than have to offload that data into a data warehouse. >>And so that enables developers to just build a wide variety of, of application longing to be, and they get one unified developer interface. It's highly elegant and seamless. And so essentially the cost and tax of matching multiple point tools goes away when, when I think of the term isv, I think of the notion of someone building an end solution for a customer to get something done. Or what we're building is essentially a developer data platform and we have thousands of ISVs who build software applications on our platform. So how could we be an isv? Because by definition I, you know, we enable people to do so many different things and you know, they can be the, you know, the largest companies in the world trying to transform their business or startups or trying to disrupt either existing industries or create new ones. And so that's, and and that's how our customers view MongoDB and, and the whole Atlas platform basically enables them to do some amazing things. >>Yeah, we're seeing a lot of activity on the Atlas. Do you see yourself as a ISV or you just go with that because that's kind of a nomenclature? >>No, we don't view ourselves as ISV at all. We view ourselves as a developer data platform. And the reason for that is, you know, you know, we believe that what we are enabling developers to do is be able to reduce the friction and the work required to build modern applications through the document model, which is really intuitive to the way developers think and code through the distributed nature of platforms. So, you know, things like sharding, no other company on the planet offers the capabilities we do to enable people to build the most highly performant and scalable applications. And also what we also do is enable people to, you know, run different types of workflows on our platform. So we have obviously transactional, we have search, we have time series, we enable people to do things like sophisticated device synchronization from Edge to the back end. We do graph, we do real time analytics. So being able to consolidate all that with developers on one elegant unified platform really makes, you know, it attractive for developers to build on long ndb. >>You know, the cloud adoption really is putting a lot of pressure on these systems and you're seeing companies in the ecosystem and AWS stepping up, you guys are doing great job, but we're seeing a lot more acceleration around it, on staying on premise for certain use cases. Yet you got the cloud as well growing for workloads and, and you get this hybrid steady state as an operational mode. I call that 10 of the classic cloud adoption track record. You guys are an example of multiple iterations in cloud. You're doing a lot more, we're starting to see this tipping point with others and customers coming kind of on that same pattern. Building platforms on top of aws on top of the primitives, more horsepower, higher level services, industry specific capabilities with data. I mean this is a new kind of cloud, kind of a next generation, you knows next gen you got the classic high performance infrastructure, it's getting better and better, but now you've got this new application platform, you know, reminds me of the old asp, you know, if you will. I mean, so are you seeing customers doing things differently? Can you share your, your reaction to this role of, you know, this new kind of SaaS platform that just isn't an application, it's, it's more, it's deeper than that. What's going on here? We call it super cloud, but >>Like what? Yeah, so essentially what what, you know, a lot of our customers doing, and by the way we have over 37,000 customers of all shapes and sizes from the largest companies in the world to cutting edge startups who are building applications among B, why do they choose MongoDB? Because essentially it's the, you know, the fastest way to innovate and the reason it's the fastest way to innovate is because they can work with data so much easier than working with data on other types of architecture. So the document model is profoundly a breakthrough way to work with data to make it very, very easy. So customers are essentially building these modern applications, you know, applications built on microservices, event driven architectures, you know, addressing sophisticated use cases like time series to, and then ultimately now they're getting into machine learning. We have a bunch of companies building machine learning applications on top of MongoDB. And the reason they're doing that is because one, they get the benefits of being able to, you know, build and work with, with data so much easier than any other platform. And it's highly scale and performant in a way that no other platform is. So literally they can run their, you know, workloads both locally and one, you know, autonomous zone or they can basically be or available zone or they could be basically, you know, anywhere in the world. And we also offer multicloud capabilities, which I can get into later. >>Let's talk about the performance side. I know I was speaking with some Amazon folks every year it's the same story. They're really working on the physics, they're getting the chips, they wanna squeeze as much energy out of that. I've never met a developer that said they wanna run their workload on a slower platform or slower hardware. We know said no developer, right? No one wants to do that. >>Correct. >>So you guys have a lot of experience tuning in with Graviton instances, we're seeing a lot more AWS EC two instances, we're seeing a lot more kind of integrated end to end stories. Data is now security, it's tied into data stacks or data modern kind of data hybrid stack. A lot going on around the hardware performance specialization, the role of data, kind of a modern data stack emerging. What, what's your thoughts on the that that Yeah, >>I, I think if you had asked me, you know, when the cloud started going vogue, like you know, the, you know, the, the later part of the last decade and told me, you know, sitting here 12, 15 years later, would you know, would we be talking about, you know, chip processing speeds? I'd probably thought, nah, we would've moved on by then. But what's really clear is that customers, to your point, customers care about performance, they care about price performance, right? So AWS's investments in Graviton, we have actually deployed a significant portion of our at fleet on Amazon now runs on Graviton. You know, they've built other chip sets like train and, and inferential for like, you know, training models and running inferences. They're doing things like Nitro. And so what that really speaks to is that the cloud providers are focusing on the price performance of their, as you call it, their primitives and their infrastructure and the infrastructure layer that are still very, very important. >>And, and you know, if you look at their revenue, about 60 to 70% of the revenue comes from that pure infrastructure. So to your point, they can't offer a second class solution and still win. So given that now they're seeing a lot of competition from Azure, Azure's building their own chip sets, Google's already obviously doing that and and building specialized chip sets for machine learning. You're seeing these cloud providers compete. So they have to really compete to make their platform the most performant, the most price competitive in the marketplace. Which gives us a great platform to build on to enable developers to build these incredibly highly performant applications that customers are now demand. >>I think that's a really great point. I mean, you know, it's so funny Dave, because you know, I remember those, we don't talk speeds and feeds anymore. We're not talking about boxes. I mean that's old kind of school thinking because it was a data center mentality, speeds and feeds and that was super important. But we're kind of coming back to that in the cloud now in distributed architecture, as you put your platforms out there for developers, you have to run fast. You gotta, you can't give the developer subpar or any kind of performance that's, they'll, they'll go somewhere else. I mean that's the reality of what developers, no one, again, no one says I wanna go on the slower platform unless it's some sort of policy based on price or some sort of thing. But, but for the most part it's gotta run fast. So you got the tail of two clouds going on here, you got Amazon classic ias, keep making it faster under the hood. >>And then you got the new abstraction layers of the higher level services. That's where you guys are bridging this new, new generational shift where it's like, hey, you know what? I can go, I can run a headless application, I can run a SAS app that's refactored with data. So you've seen a lot more innovation with developers, you know, running stuff in, in the C I C D pipeline that was once it, and you're seeing security and data operations kind of emerging as a structural change of how companies are, are are transforming on the business side. What's your reaction to that business transformation and the role of the developer? >>Right, so I mean I have to obviously give amazing kudos to the, you know, to AWS and the Amazon team for what they've built. Obviously they're the ones who kind of created the cloud industry and they continue to push the innovation in the space. I mean today they have over 300 services and you know, obviously, you know, no star today is building anything not on the cloud because they have so many building blocks to start with. But what we though have found from our talking to our customers is that in some ways there is still, you know, the onus is on the customer to figure out which building block to use to be able to stitch together the applications and solutions they wanna build. And what we have done is taken essentially an opinionated point of view and said we will enable you to do that. >>You know, using one data model. You know, Amazon today offers I think 17 or 18 different types of databases. We don't think like, you know, having a tool for every job makes sense because over time the tax and cost of learning, managing and supporting those different applications just don't make a lot of sense or just become cost prohibitive. And so we think offering one data model, one, you know, elegant user experience, you know, one way to address the broadest set of of use cases is that we think is a better way. But clearly customers have choice. They can use Amazon's primitives and those second layer services as you as you described, or they can use us. Unfortunately we've seen a lot of customers come to us with our approach and so does Amazon. And I have to give obviously again kudos and Amazon is very customer obsessed and so we have a great relationship with them, both technically in terms of the product integrations we do as well as working with 'em in the field, you know, on joint customer opportunities. >>Speaking of, while you mentioned that, I wanna just ask you, how is that marketplace relationship going with aws? Some of the partners are really seeing great economic and joint selling or them selling your, your stuff. So there's a real revenue pop there in that religion. Can you comment on that? >>So we had been working the partner in the marketplace for many years now, more from a field point of view where customers could leverage their existing commitments to AWS and leverage essentially, you know, using Atlas and applying in an atlas towards their commits. There was also some sales incentives for people in the field to basically work together so that, you know, everyone won should we collectively win a customer? What we recently announced is as pay as you Go initiative, where literally a customer on the Amazon marketplace can basically turn up, you know, an Alice instance with no commitment. So it's so easy. So we're just pushing the envelope to just reduce the friction for people to use Atlas on aws. And it's working really very well. The uptake has been been very strong and and we feel like we're just getting started because we're so excited about the results we're >>Seeing. You know, one of the things that's kind of not core in the keynote theme, but I think it's underlying message is clear in the industry, is the developer productivity. You said making things easy is a big deal, self-service, getting in and trying, these are what developer friendly tools are like and platform. So I have to ask you, cuz this comes up a lot in our kind of business conversation, is, is if you take digital transformation concept to its completion, assuming now you know, as a thought exercise, you completely transform a company with technology that's, that is the business transformation outcome. Take it to completion. What does that look like? I mean, if you go there you'd say, okay, the company is the app, the company is the data, it's not a department serving the business, it's the business. And so I think this is kind of what we're seeing as the next big mountain climb, which is companies that do transform there, they are technology companies, they're not a department like it. So I think a lot of companies are kind of saying, wait a minute, why would we have a department? It should be the company. What's your your your view on this because this >>Yeah, so I I've had the for good fortune of being able to talk to thousand customers all over the world. And you know, one thing John, they never tell me, they never tell me that they're innovating too quickly. In fact, they always tell me the reverse. They tell me all the obstacles and impediments they have to be able to be able to be able to move fast. So one of the reasons they gravitate to MongoDB is just the speed that they wish they can build applications to, to your point, developer productivity. And by definition, developer productivity is a proxy for innovation. The faster you can make your developers, you know, move, the faster they can push out code, the faster they can iterate and build new solutions or add more capabilities on the existing applications, the faster you can innovate either to, again, seize new opportunities or to respond to new threats in your business. >>And so that resonates with every C level executive. And to your point, the developers not some side hustle that they kind of think about once in a while. It's core to the business. So developers have amassed enormous amount of power and influence. You know, their, their, their engineering teams are front and center in terms of how they think about building capabilities and and building their business. And that's also obviously enabled, you know, to your point, every software company, every company's not becoming a software company because it all starts with softwares, software enables, defines or creates almost every company's value proposition. >>You know, it makes me smile because I love operating systems as one of my hobbies in college was, you know, systems programming and I remember those network kind of like the operating systems, the cloud. So, you know, everything's got specialized capabilities and that's a big theme here at Reinvent. If you look at the announcements Monday night with Peter DeSantis, you got, you got new instances, new chips. So this whole engine kind of specialized component is like an engine. You got a core and you got other subsystems. This is gonna be an integral part of how companies architect their platform or you know, Adam calls it the landing zone or whatever they wanna call it. But you gotta start seeing a new architectural thinking for companies. What's your, can you share your experience on how companies should look at this opportunity as a plethora of more goodness on the hardware? On hardware, but like chips and instances? Cause now you can mix and match. You've got, you've got, you got everything you need to kind of not roll your own but like really build foundational high performance capabilities. >>Yeah, so I I, so I think this is where I think Amazon is really enabling all companies, including, you know, companies like Mon db, you know, push the envelope and innovation. So for example, you know, the, the next big hurdle for us, I think we've seen two big platform shifts over the last 15 years of platform shifts, you know, to mobile and the platform shift to cloud. I believe the next big platform shift is going from dumb apps to smart apps, which you're building in, you know, machine learning and you know, AI and just very sophisticated automation. And when you start automating human decision making, rather than, you know, looking at a dashboard and saying, okay, I see the data now, now I have to do this. You can automate that into your applications and make your applications leveraging real time data become that much more smart. And that ultimately then becomes a developer challenge. And so we feel really good about our position in taking advantage of those next big trends and software leveraging the price performance curves that, you know, Amazon continues to push in terms of their hardware performance, networking performance, you know, you know, price, performance and storage to build those next generation of modern applications. >>Okay, so let me get this straight. You have next generation intelligent smart apps and you have AI generative solutions coming out around the corner. This is like pretty good position for Mongo to be in with data. I mean, this is what you do, you're in that exactly of the action. What's it like? I mean, you must be like trying to shake the world and wake up. The world's starting to wake up now through this. So what's, what's it like? >>Well, I mean we're really excited and bullish about the future. We think that we're well positioned because we know as to your point, you know, we have amassed amazing amount of developer mindshare. We are the most popular modern data platform out there in the world. There's developers in almost every corner of the planet using us to do something. And to your point, leveraging data and these advances in machine learning ai. And we think the more AI becomes democratized, not, you know, done by a bunch of data scientists sitting in some corner office, but essentially enabling developers to have the tools to build these very, very sophisticated, smart applications will, you know, will position as well. So that's, you know, obviously gonna be a focus for us over the, frankly, I think this is gonna be like a 10 year, 10 15 year run and we're just getting started in this whole >>Area. I think you guys are really well positioned. I think that's a great point. And Adam mentioned to me and, and Mike interviewed, he said on stage talk about it, the role of a data analyst kind of goes away. Everyone's a data analyst, right? You'll still see specialization on, on core data engineering, which is kind of like an SRE role for data. So data ops and data as code is a big deal making data applications. So again, exciting times and you guys are well positioned. If you had to bumper sticker the event this week here at Reinvent, what would you, how would you categorize this this point in time? I mean, Adam's great leader, he is gonna help educate customers how to use technology to, for business advantage and transformation. You know, Andy did a great job making technology great and innovative and setting the table, Adam's gotta bring it to the enterprises and businesses. So it's gonna be an interesting point in time we're in now. What, how would you categorize this year's reinvent, >>Right? I think the, the, the tech world is pivoting towards what I'd call rationalization or cost optimization. I think people obviously in, you know, the last 10 years have, you know, it's all about speed, speed, speed. And I think people still value speed, but they wanna do it at some sort of predictable cost model. And I think you're gonna see a lot more focus around cost and cost optimization. That's where we think having one platform is by definition of vendor consolidation way for people to cut costs so that they can basically, you know, still move fast but don't have to incur the tax of using a whole bunch of different point tools. And so we think we're well positioned. So the bumper sticker I think about is essentially, you know, do more for less with MongoDB. >>Yeah. And the developers on the front lines. Great stuff. You guys are great partner, a top partner at AWS and great reflection on, on where you guys been, but really where you are now and great opportunity. David Didier, thank you so much for spending the time and it's been great following Mongo and the continued rise of, of developers of the on the front lines really driving the business and that, and they are, I know, driving the business, so, and I think they're gonna continue Smart apps, intelligent apps, ai, generative apps are coming. I mean this is real. >>Thanks John. It's great speaking with >>You. Yeah, thanks. Thanks so much. Okay.

Published Date : Nov 24 2022

SUMMARY :

of an already performing a cloud with, you know, chips and silicon specialized instances, Thank you for having me. I, you know, we enable people to do so many different things and you know, they can be the, And also what we also do is enable people to, you know, run different types So, you know, you kind of crank it all the time. an Emerald sponsor for the last Nu you know, I think four or five years. So you know, the day developer traction is just really kind of stuck at the So just for those of you who, who, those, you know, those in your audience who don't know too much about Mon And so that was the, the other profound, you know, things and you know, they can be the, you know, the largest companies in the world trying to transform Do you see yourself as a ISV or you you know, you know, we believe that what we are enabling developers to do is be able to reduce know, reminds me of the old asp, you know, if you will. Yeah, so essentially what what, you know, a lot of our customers doing, and by the way we have over 37,000 Let's talk about the performance side. So you guys have a lot of experience tuning in with Graviton instances, we're seeing a lot like you know, the, you know, the, the later part of the last decade and told me, you know, And, and you know, if you look at their revenue, about 60 to 70% I mean, you know, it's so funny Dave, because you know, I remember those, And then you got the new abstraction layers of the higher level services. to the, you know, to AWS and the Amazon team for what they've built. And so we think offering one data model, one, you know, elegant user experience, Can you comment on that? can basically turn up, you know, an Alice instance with no commitment. is, is if you take digital transformation concept to its completion, assuming now you And you know, one thing John, they never tell me, they never tell me that they're innovating too quickly. you know, to your point, every software company, every company's not becoming a software company because or you know, Adam calls it the landing zone or whatever they wanna call it. So for example, you know, the, the next big hurdle for us, I think we've seen two big platform shifts over the I mean, this is what you do, So that's, you know, you guys are well positioned. I think people obviously in, you know, the last 10 years have, on where you guys been, but really where you are now and great opportunity. Thanks so much.

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The Truth About MySQL HeatWave


 

>>When Oracle acquired my SQL via the Sun acquisition, nobody really thought the company would put much effort into the platform preferring to focus all the wood behind its leading Oracle database, Arrow pun intended. But two years ago, Oracle surprised many folks by announcing my SQL Heatwave a new database as a service with a massively parallel hybrid Columbia in Mary Mary architecture that brings together transactional and analytic data in a single platform. Welcome to our latest database, power panel on the cube. My name is Dave Ante, and today we're gonna discuss Oracle's MySQL Heat Wave with a who's who of cloud database industry analysts. Holgar Mueller is with Constellation Research. Mark Stammer is the Dragon Slayer and Wikibon contributor. And Ron Westfall is with Fu Chim Research. Gentlemen, welcome back to the Cube. Always a pleasure to have you on. Thanks for having us. Great to be here. >>So we've had a number of of deep dive interviews on the Cube with Nip and Aggarwal. You guys know him? He's a senior vice president of MySQL, Heatwave Development at Oracle. I think you just saw him at Oracle Cloud World and he's come on to describe this is gonna, I'll call it a shock and awe feature additions to to heatwave. You know, the company's clearly putting r and d into the platform and I think at at cloud world we saw like the fifth major release since 2020 when they first announced MySQL heat wave. So just listing a few, they, they got, they taken, brought in analytics machine learning, they got autopilot for machine learning, which is automation onto the basic o l TP functionality of the database. And it's been interesting to watch Oracle's converge database strategy. We've contrasted that amongst ourselves. Love to get your thoughts on Amazon's get the right tool for the right job approach. >>Are they gonna have to change that? You know, Amazon's got the specialized databases, it's just, you know, the both companies are doing well. It just shows there are a lot of ways to, to skin a cat cuz you see some traction in the market in, in both approaches. So today we're gonna focus on the latest heat wave announcements and we're gonna talk about multi-cloud with a native MySQL heat wave implementation, which is available on aws MySQL heat wave for Azure via the Oracle Microsoft interconnect. This kind of cool hybrid action that they got going. Sometimes we call it super cloud. And then we're gonna dive into my SQL Heatwave Lake house, which allows users to process and query data across MyQ databases as heatwave databases, as well as object stores. So, and then we've got, heatwave has been announced on AWS and, and, and Azure, they're available now and Lake House I believe is in beta and I think it's coming out the second half of next year. So again, all of our guests are fresh off of Oracle Cloud world in Las Vegas. So they got the latest scoop. Guys, I'm done talking. Let's get into it. Mark, maybe you could start us off, what's your opinion of my SQL Heatwaves competitive position? When you think about what AWS is doing, you know, Google is, you know, we heard Google Cloud next recently, we heard about all their data innovations. You got, obviously Azure's got a big portfolio, snowflakes doing well in the market. What's your take? >>Well, first let's look at it from the point of view that AWS is the market leader in cloud and cloud services. They own somewhere between 30 to 50% depending on who you read of the market. And then you have Azure as number two and after that it falls off. There's gcp, Google Cloud platform, which is further way down the list and then Oracle and IBM and Alibaba. So when you look at AWS and you and Azure saying, hey, these are the market leaders in the cloud, then you start looking at it and saying, if I am going to provide a service that competes with the service they have, if I can make it available in their cloud, it means that I can be more competitive. And if I'm compelling and compelling means at least twice the performance or functionality or both at half the price, I should be able to gain market share. >>And that's what Oracle's done. They've taken a superior product in my SQL heat wave, which is faster, lower cost does more for a lot less at the end of the day and they make it available to the users of those clouds. You avoid this little thing called egress fees, you avoid the issue of having to migrate from one cloud to another and suddenly you have a very compelling offer. So I look at what Oracle's doing with MyQ and it feels like, I'm gonna use a word term, a flanking maneuver to their competition. They're offering a better service on their platforms. >>All right, so thank you for that. Holger, we've seen this sort of cadence, I sort of referenced it up front a little bit and they sat on MySQL for a decade, then all of a sudden we see this rush of announcements. Why did it take so long? And and more importantly is Oracle, are they developing the right features that cloud database customers are looking for in your view? >>Yeah, great question, but first of all, in your interview you said it's the edit analytics, right? Analytics is kind of like a marketing buzzword. Reports can be analytics, right? The interesting thing, which they did, the first thing they, they, they crossed the chasm between OTP and all up, right? In the same database, right? So major engineering feed very much what customers want and it's all about creating Bellevue for customers, which, which I think is the part why they go into the multi-cloud and why they add these capabilities. And they certainly with the AI capabilities, it's kind of like getting it into an autonomous field, self-driving field now with the lake cost capabilities and meeting customers where they are, like Mark has talked about the e risk costs in the cloud. So that that's a significant advantage, creating value for customers and that's what at the end of the day matters. >>And I believe strongly that long term it's gonna be ones who create better value for customers who will get more of their money From that perspective, why then take them so long? I think it's a great question. I think largely he mentioned the gentleman Nial, it's largely to who leads a product. I used to build products too, so maybe I'm a little fooling myself here, but that made the difference in my view, right? So since he's been charged, he's been building things faster than the rest of the competition, than my SQL space, which in hindsight we thought was a hot and smoking innovation phase. It kind of like was a little self complacent when it comes to the traditional borders of where, where people think, where things are separated between OTP and ola or as an example of adjacent support, right? Structured documents, whereas unstructured documents or databases and all of that has been collapsed and brought together for building a more powerful database for customers. >>So I mean it's certainly, you know, when, when Oracle talks about the competitors, you know, the competitors are in the, I always say they're, if the Oracle talks about you and knows you're doing well, so they talk a lot about aws, talk a little bit about Snowflake, you know, sort of Google, they have partnerships with Azure, but, but in, so I'm presuming that the response in MySQL heatwave was really in, in response to what they were seeing from those big competitors. But then you had Maria DB coming out, you know, the day that that Oracle acquired Sun and, and launching and going after the MySQL base. So it's, I'm, I'm interested and we'll talk about this later and what you guys think AWS and Google and Azure and Snowflake and how they're gonna respond. But, but before I do that, Ron, I want to ask you, you, you, you can get, you know, pretty technical and you've probably seen the benchmarks. >>I know you have Oracle makes a big deal out of it, publishes its benchmarks, makes some transparent on on GI GitHub. Larry Ellison talked about this in his keynote at Cloud World. What are the benchmarks show in general? I mean, when you, when you're new to the market, you gotta have a story like Mark was saying, you gotta be two x you know, the performance at half the cost or you better be or you're not gonna get any market share. So, and, and you know, oftentimes companies don't publish market benchmarks when they're leading. They do it when they, they need to gain share. So what do you make of the benchmarks? Have their, any results that were surprising to you? Have, you know, they been challenged by the competitors. Is it just a bunch of kind of desperate bench marketing to make some noise in the market or you know, are they real? What's your view? >>Well, from my perspective, I think they have the validity. And to your point, I believe that when it comes to competitor responses, that has not really happened. Nobody has like pulled down the information that's on GitHub and said, Oh, here are our price performance results. And they counter oracles. In fact, I think part of the reason why that hasn't happened is that there's the risk if Oracle's coming out and saying, Hey, we can deliver 17 times better query performance using our capabilities versus say, Snowflake when it comes to, you know, the Lakehouse platform and Snowflake turns around and says it's actually only 15 times better during performance, that's not exactly an effective maneuver. And so I think this is really to oracle's credit and I think it's refreshing because these differentiators are significant. We're not talking, you know, like 1.2% differences. We're talking 17 fold differences, we're talking six fold differences depending on, you know, where the spotlight is being shined and so forth. >>And so I think this is actually something that is actually too good to believe initially at first blush. If I'm a cloud database decision maker, I really have to prioritize this. I really would know, pay a lot more attention to this. And that's why I posed the question to Oracle and others like, okay, if these differentiators are so significant, why isn't the needle moving a bit more? And it's for, you know, some of the usual reasons. One is really deep discounting coming from, you know, the other players that's really kind of, you know, marketing 1 0 1, this is something you need to do when there's a real competitive threat to keep, you know, a customer in your own customer base. Plus there is the usual fear and uncertainty about moving from one platform to another. But I think, you know, the traction, the momentum is, is shifting an Oracle's favor. I think we saw that in the Q1 efforts, for example, where Oracle cloud grew 44% and that it generated, you know, 4.8 billion and revenue if I recall correctly. And so, so all these are demonstrating that's Oracle is making, I think many of the right moves, publishing these figures for anybody to look at from their own perspective is something that is, I think, good for the market and I think it's just gonna continue to pay dividends for Oracle down the horizon as you know, competition intens plots. So if I were in, >>Dave, can I, Dave, can I interject something and, and what Ron just said there? Yeah, please go ahead. A couple things here, one discounting, which is a common practice when you have a real threat, as Ron pointed out, isn't going to help much in this situation simply because you can't discount to the point where you improve your performance and the performance is a huge differentiator. You may be able to get your price down, but the problem that most of them have is they don't have an integrated product service. They don't have an integrated O L T P O L A P M L N data lake. Even if you cut out two of them, they don't have any of them integrated. They have multiple services that are required separate integration and that can't be overcome with discounting. And the, they, you have to pay for each one of these. And oh, by the way, as you grow, the discounts go away. So that's a, it's a minor important detail. >>So, so that's a TCO question mark, right? And I know you look at this a lot, if I had that kind of price performance advantage, I would be pounding tco, especially if I need two separate databases to do the job. That one can do, that's gonna be, the TCO numbers are gonna be off the chart or maybe down the chart, which you want. Have you looked at this and how does it compare with, you know, the big cloud guys, for example, >>I've looked at it in depth, in fact, I'm working on another TCO on this arena, but you can find it on Wiki bod in which I compared TCO for MySEQ Heat wave versus Aurora plus Redshift plus ML plus Blue. I've compared it against gcps services, Azure services, Snowflake with other services. And there's just no comparison. The, the TCO differences are huge. More importantly, thefor, the, the TCO per performance is huge. We're talking in some cases multiple orders of magnitude, but at least an order of magnitude difference. So discounting isn't gonna help you much at the end of the day, it's only going to lower your cost a little, but it doesn't improve the automation, it doesn't improve the performance, it doesn't improve the time to insight, it doesn't improve all those things that you want out of a database or multiple databases because you >>Can't discount yourself to a higher value proposition. >>So what about, I wonder ho if you could chime in on the developer angle. You, you followed that, that market. How do these innovations from heatwave, I think you used the term developer velocity. I've heard you used that before. Yeah, I mean, look, Oracle owns Java, okay, so it, it's, you know, most popular, you know, programming language in the world, blah, blah blah. But it does it have the, the minds and hearts of, of developers and does, where does heatwave fit into that equation? >>I think heatwave is gaining quickly mindshare on the developer side, right? It's not the traditional no sequel database which grew up, there's a traditional mistrust of oracles to developers to what was happening to open source when gets acquired. Like in the case of Oracle versus Java and where my sql, right? And, but we know it's not a good competitive strategy to, to bank on Oracle screwing up because it hasn't worked not on Java known my sequel, right? And for developers, it's, once you get to know a technology product and you can do more, it becomes kind of like a Swiss army knife and you can build more use case, you can build more powerful applications. That's super, super important because you don't have to get certified in multiple databases. You, you are fast at getting things done, you achieve fire, develop velocity, and the managers are happy because they don't have to license more things, send you to more trainings, have more risk of something not being delivered, right? >>So it's really the, we see the suite where this best of breed play happening here, which in general was happening before already with Oracle's flagship database. Whereas those Amazon as an example, right? And now the interesting thing is every step away Oracle was always a one database company that can be only one and they're now generally talking about heat web and that two database company with different market spaces, but same value proposition of integrating more things very, very quickly to have a universal database that I call, they call the converge database for all the needs of an enterprise to run certain application use cases. And that's what's attractive to developers. >>It's, it's ironic isn't it? I mean I, you know, the rumor was the TK Thomas Curian left Oracle cuz he wanted to put Oracle database on other clouds and other places. And maybe that was the rift. Maybe there was, I'm sure there was other things, but, but Oracle clearly is now trying to expand its Tam Ron with, with heatwave into aws, into Azure. How do you think Oracle's gonna do, you were at a cloud world, what was the sentiment from customers and the independent analyst? Is this just Oracle trying to screw with the competition, create a little diversion? Or is this, you know, serious business for Oracle? What do you think? >>No, I think it has lakes. I think it's definitely, again, attriting to Oracle's overall ability to differentiate not only my SQL heat wave, but its overall portfolio. And I think the fact that they do have the alliance with the Azure in place, that this is definitely demonstrating their commitment to meeting the multi-cloud needs of its customers as well as what we pointed to in terms of the fact that they're now offering, you know, MySQL capabilities within AWS natively and that it can now perform AWS's own offering. And I think this is all demonstrating that Oracle is, you know, not letting up, they're not resting on its laurels. That's clearly we are living in a multi-cloud world, so why not just make it more easy for customers to be able to use cloud databases according to their own specific, specific needs. And I think, you know, to holder's point, I think that definitely lines with being able to bring on more application developers to leverage these capabilities. >>I think one important announcement that's related to all this was the JSON relational duality capabilities where now it's a lot easier for application developers to use a language that they're very familiar with a JS O and not have to worry about going into relational databases to store their J S O N application coding. So this is, I think an example of the innovation that's enhancing the overall Oracle portfolio and certainly all the work with machine learning is definitely paying dividends as well. And as a result, I see Oracle continue to make these inroads that we pointed to. But I agree with Mark, you know, the short term discounting is just a stall tag. This is not denying the fact that Oracle is being able to not only deliver price performance differentiators that are dramatic, but also meeting a wide range of needs for customers out there that aren't just limited device performance consideration. >>Being able to support multi-cloud according to customer needs. Being able to reach out to the application developer community and address a very specific challenge that has plagued them for many years now. So bring it all together. Yeah, I see this as just enabling Oracles who ring true with customers. That the customers that were there were basically all of them, even though not all of them are going to be saying the same things, they're all basically saying positive feedback. And likewise, I think the analyst community is seeing this. It's always refreshing to be able to talk to customers directly and at Oracle cloud there was a litany of them and so this is just a difference maker as well as being able to talk to strategic partners. The nvidia, I think partnerships also testament to Oracle's ongoing ability to, you know, make the ecosystem more user friendly for the customers out there. >>Yeah, it's interesting when you get these all in one tools, you know, the Swiss Army knife, you expect that it's not able to be best of breed. That's the kind of surprising thing that I'm hearing about, about heatwave. I want to, I want to talk about Lake House because when I think of Lake House, I think data bricks, and to my knowledge data bricks hasn't been in the sites of Oracle yet. Maybe they're next, but, but Oracle claims that MySQL, heatwave, Lakehouse is a breakthrough in terms of capacity and performance. Mark, what are your thoughts on that? Can you double click on, on Lakehouse Oracle's claims for things like query performance and data loading? What does it mean for the market? Is Oracle really leading in, in the lake house competitive landscape? What are your thoughts? >>Well, but name in the game is what are the problems you're solving for the customer? More importantly, are those problems urgent or important? If they're urgent, customers wanna solve 'em. Now if they're important, they might get around to them. So you look at what they're doing with Lake House or previous to that machine learning or previous to that automation or previous to that O L A with O ltp and they're merging all this capability together. If you look at Snowflake or data bricks, they're tacking one problem. You look at MyQ heat wave, they're tacking multiple problems. So when you say, yeah, their queries are much better against the lake house in combination with other analytics in combination with O ltp and the fact that there are no ETLs. So you're getting all this done in real time. So it's, it's doing the query cross, cross everything in real time. >>You're solving multiple user and developer problems, you're increasing their ability to get insight faster, you're having shorter response times. So yeah, they really are solving urgent problems for customers. And by putting it where the customer lives, this is the brilliance of actually being multicloud. And I know I'm backing up here a second, but by making it work in AWS and Azure where people already live, where they already have applications, what they're saying is, we're bringing it to you. You don't have to come to us to get these, these benefits, this value overall, I think it's a brilliant strategy. I give Nip and Argo wallet a huge, huge kudos for what he's doing there. So yes, what they're doing with the lake house is going to put notice on data bricks and Snowflake and everyone else for that matter. Well >>Those are guys that whole ago you, you and I have talked about this. Those are, those are the guys that are doing sort of the best of breed. You know, they're really focused and they, you know, tend to do well at least out of the gate. Now you got Oracle's converged philosophy, obviously with Oracle database. We've seen that now it's kicking in gear with, with heatwave, you know, this whole thing of sweets versus best of breed. I mean the long term, you know, customers tend to migrate towards suite, but the new shiny toy tends to get the growth. How do you think this is gonna play out in cloud database? >>Well, it's the forever never ending story, right? And in software right suite, whereas best of breed and so far in the long run suites have always won, right? So, and sometimes they struggle again because the inherent problem of sweets is you build something larger, it has more complexity and that means your cycles to get everything working together to integrate the test that roll it out, certify whatever it is, takes you longer, right? And that's not the case. It's a fascinating part of what the effort around my SQL heat wave is that the team is out executing the previous best of breed data, bringing us something together. Now if they can maintain that pace, that's something to to, to be seen. But it, the strategy, like what Mark was saying, bring the software to the data is of course interesting and unique and totally an Oracle issue in the past, right? >>Yeah. But it had to be in your database on oci. And but at, that's an interesting part. The interesting thing on the Lake health side is, right, there's three key benefits of a lakehouse. The first one is better reporting analytics, bring more rich information together, like make the, the, the case for silicon angle, right? We want to see engagements for this video, we want to know what's happening. That's a mixed transactional video media use case, right? Typical Lakehouse use case. The next one is to build more rich applications, transactional applications which have video and these elements in there, which are the engaging one. And the third one, and that's where I'm a little critical and concerned, is it's really the base platform for artificial intelligence, right? To run deep learning to run things automatically because they have all the data in one place can create in one way. >>And that's where Oracle, I know that Ron talked about Invidia for a moment, but that's where Oracle doesn't have the strongest best story. Nonetheless, the two other main use cases of the lake house are very strong, very well only concern is four 50 terabyte sounds long. It's an arbitrary limitation. Yeah, sounds as big. So for the start, and it's the first word, they can make that bigger. You don't want your lake house to be limited and the terabyte sizes or any even petabyte size because you want to have the certainty. I can put everything in there that I think it might be relevant without knowing what questions to ask and query those questions. >>Yeah. And you know, in the early days of no schema on right, it just became a mess. But now technology has evolved to allow us to actually get more value out of that data. Data lake. Data swamp is, you know, not much more, more, more, more logical. But, and I want to get in, in a moment, I want to come back to how you think the competitors are gonna respond. Are they gonna have to sort of do a more of a converged approach? AWS in particular? But before I do, Ron, I want to ask you a question about autopilot because I heard Larry Ellison's keynote and he was talking about how, you know, most security issues are human errors with autonomy and autonomous database and things like autopilot. We take care of that. It's like autonomous vehicles, they're gonna be safer. And I went, well maybe, maybe someday. So Oracle really tries to emphasize this, that every time you see an announcement from Oracle, they talk about new, you know, autonomous capabilities. It, how legit is it? Do people care? What about, you know, what's new for heatwave Lakehouse? How much of a differentiator, Ron, do you really think autopilot is in this cloud database space? >>Yeah, I think it will definitely enhance the overall proposition. I don't think people are gonna buy, you know, lake house exclusively cause of autopilot capabilities, but when they look at the overall picture, I think it will be an added capability bonus to Oracle's benefit. And yeah, I think it's kind of one of these age old questions, how much do you automate and what is the bounce to strike? And I think we all understand with the automatic car, autonomous car analogy that there are limitations to being able to use that. However, I think it's a tool that basically every organization out there needs to at least have or at least evaluate because it goes to the point of it helps with ease of use, it helps make automation more balanced in terms of, you know, being able to test, all right, let's automate this process and see if it works well, then we can go on and switch on on autopilot for other processes. >>And then, you know, that allows, for example, the specialists to spend more time on business use cases versus, you know, manual maintenance of, of the cloud database and so forth. So I think that actually is a, a legitimate value proposition. I think it's just gonna be a case by case basis. Some organizations are gonna be more aggressive with putting automation throughout their processes throughout their organization. Others are gonna be more cautious. But it's gonna be, again, something that will help the overall Oracle proposition. And something that I think will be used with caution by many organizations, but other organizations are gonna like, hey, great, this is something that is really answering a real problem. And that is just easing the use of these databases, but also being able to better handle the automation capabilities and benefits that come with it without having, you know, a major screwup happened and the process of transitioning to more automated capabilities. >>Now, I didn't attend cloud world, it's just too many red eyes, you know, recently, so I passed. But one of the things I like to do at those events is talk to customers, you know, in the spirit of the truth, you know, they, you know, you'd have the hallway, you know, track and to talk to customers and they say, Hey, you know, here's the good, the bad and the ugly. So did you guys, did you talk to any customers my SQL Heatwave customers at, at cloud world? And and what did you learn? I don't know, Mark, did you, did you have any luck and, and having some, some private conversations? >>Yeah, I had quite a few private conversations. The one thing before I get to that, I want disagree with one point Ron made, I do believe there are customers out there buying the heat wave service, the MySEQ heat wave server service because of autopilot. Because autopilot is really revolutionary in many ways in the sense for the MySEQ developer in that it, it auto provisions, it auto parallel loads, IT auto data places it auto shape predictions. It can tell you what machine learning models are going to tell you, gonna give you your best results. And, and candidly, I've yet to meet a DBA who didn't wanna give up pedantic tasks that are pain in the kahoo, which they'd rather not do and if it's long as it was done right for them. So yes, I do think people are buying it because of autopilot and that's based on some of the conversations I had with customers at Oracle Cloud World. >>In fact, it was like, yeah, that's great, yeah, we get fantastic performance, but this really makes my life easier and I've yet to meet a DBA who didn't want to make their life easier. And it does. So yeah, I've talked to a few of them. They were excited. I asked them if they ran into any bugs, were there any difficulties in moving to it? And the answer was no. In both cases, it's interesting to note, my sequel is the most popular database on the planet. Well, some will argue that it's neck and neck with SQL Server, but if you add in Mariah DB and ProCon db, which are forks of MySQL, then yeah, by far and away it's the most popular. And as a result of that, everybody for the most part has typically a my sequel database somewhere in their organization. So this is a brilliant situation for anybody going after MyQ, but especially for heat wave. And the customers I talk to love it. I didn't find anybody complaining about it. And >>What about the migration? We talked about TCO earlier. Did your t does your TCO analysis include the migration cost or do you kind of conveniently leave that out or what? >>Well, when you look at migration costs, there are different kinds of migration costs. By the way, the worst job in the data center is the data migration manager. Forget it, no other job is as bad as that one. You get no attaboys for doing it. Right? And then when you screw up, oh boy. So in real terms, anything that can limit data migration is a good thing. And when you look at Data Lake, that limits data migration. So if you're already a MySEQ user, this is a pure MySQL as far as you're concerned. It's just a, a simple transition from one to the other. You may wanna make sure nothing broke and every you, all your tables are correct and your schema's, okay, but it's all the same. So it's a simple migration. So it's pretty much a non-event, right? When you migrate data from an O LTP to an O L A P, that's an ETL and that's gonna take time. >>But you don't have to do that with my SQL heat wave. So that's gone when you start talking about machine learning, again, you may have an etl, you may not, depending on the circumstances, but again, with my SQL heat wave, you don't, and you don't have duplicate storage, you don't have to copy it from one storage container to another to be able to be used in a different database, which by the way, ultimately adds much more cost than just the other service. So yeah, I looked at the migration and again, the users I talked to said it was a non-event. It was literally moving from one physical machine to another. If they had a new version of MySEQ running on something else and just wanted to migrate it over or just hook it up or just connect it to the data, it worked just fine. >>Okay, so every day it sounds like you guys feel, and we've certainly heard this, my colleague David Foyer, the semi-retired David Foyer was always very high on heatwave. So I think you knows got some real legitimacy here coming from a standing start, but I wanna talk about the competition, how they're likely to respond. I mean, if your AWS and you got heatwave is now in your cloud, so there's some good aspects of that. The database guys might not like that, but the infrastructure guys probably love it. Hey, more ways to sell, you know, EC two and graviton, but you're gonna, the database guys in AWS are gonna respond. They're gonna say, Hey, we got Redshift, we got aqua. What's your thoughts on, on not only how that's gonna resonate with customers, but I'm interested in what you guys think will a, I never say never about aws, you know, and are they gonna try to build, in your view a converged Oola and o LTP database? You know, Snowflake is taking an ecosystem approach. They've added in transactional capabilities to the portfolio so they're not standing still. What do you guys see in the competitive landscape in that regard going forward? Maybe Holger, you could start us off and anybody else who wants to can chime in, >>Happy to, you mentioned Snowflake last, we'll start there. I think Snowflake is imitating that strategy, right? That building out original data warehouse and the clouds tasking project to really proposition to have other data available there because AI is relevant for everybody. Ultimately people keep data in the cloud for ultimately running ai. So you see the same suite kind of like level strategy, it's gonna be a little harder because of the original positioning. How much would people know that you're doing other stuff? And I just, as a former developer manager of developers, I just don't see the speed at the moment happening at Snowflake to become really competitive to Oracle. On the flip side, putting my Oracle hat on for a moment back to you, Mark and Iran, right? What could Oracle still add? Because the, the big big things, right? The traditional chasms in the database world, they have built everything, right? >>So I, I really scratched my hat and gave Nipon a hard time at Cloud world say like, what could you be building? Destiny was very conservative. Let's get the Lakehouse thing done, it's gonna spring next year, right? And the AWS is really hard because AWS value proposition is these small innovation teams, right? That they build two pizza teams, which can be fit by two pizzas, not large teams, right? And you need suites to large teams to build these suites with lots of functionalities to make sure they work together. They're consistent, they have the same UX on the administration side, they can consume the same way, they have the same API registry, can't even stop going where the synergy comes to play over suite. So, so it's gonna be really, really hard for them to change that. But AWS super pragmatic. They're always by themselves that they'll listen to customers if they learn from customers suite as a proposition. I would not be surprised if AWS trying to bring things closer together, being morely together. >>Yeah. Well how about, can we talk about multicloud if, if, again, Oracle is very on on Oracle as you said before, but let's look forward, you know, half a year or a year. What do you think about Oracle's moves in, in multicloud in terms of what kind of penetration they're gonna have in the marketplace? You saw a lot of presentations at at cloud world, you know, we've looked pretty closely at the, the Microsoft Azure deal. I think that's really interesting. I've, I've called it a little bit of early days of a super cloud. What impact do you think this is gonna have on, on the marketplace? But, but both. And think about it within Oracle's customer base, I have no doubt they'll do great there. But what about beyond its existing install base? What do you guys think? >>Ryan, do you wanna jump on that? Go ahead. Go ahead Ryan. No, no, no, >>That's an excellent point. I think it aligns with what we've been talking about in terms of Lakehouse. I think Lake House will enable Oracle to pull more customers, more bicycle customers onto the Oracle platforms. And I think we're seeing all the signs pointing toward Oracle being able to make more inroads into the overall market. And that includes garnishing customers from the leaders in, in other words, because they are, you know, coming in as a innovator, a an alternative to, you know, the AWS proposition, the Google cloud proposition that they have less to lose and there's a result they can really drive the multi-cloud messaging to resonate with not only their existing customers, but also to be able to, to that question, Dave's posing actually garnish customers onto their platform. And, and that includes naturally my sequel but also OCI and so forth. So that's how I'm seeing this playing out. I think, you know, again, Oracle's reporting is indicating that, and I think what we saw, Oracle Cloud world is definitely validating the idea that Oracle can make more waves in the overall market in this regard. >>You know, I, I've floated this idea of Super cloud, it's kind of tongue in cheek, but, but there, I think there is some merit to it in terms of building on top of hyperscale infrastructure and abstracting some of the, that complexity. And one of the things that I'm most interested in is industry clouds and an Oracle acquisition of Cerner. I was struck by Larry Ellison's keynote, it was like, I don't know, an hour and a half and an hour and 15 minutes was focused on healthcare transformation. Well, >>So vertical, >>Right? And so, yeah, so you got Oracle's, you know, got some industry chops and you, and then you think about what they're building with, with not only oci, but then you got, you know, MyQ, you can now run in dedicated regions. You got ADB on on Exadata cloud to customer, you can put that OnPrem in in your data center and you look at what the other hyperscalers are, are doing. I I say other hyperscalers, I've always said Oracle's not really a hyperscaler, but they got a cloud so they're in the game. But you can't get, you know, big query OnPrem, you look at outposts, it's very limited in terms of, you know, the database support and again, that that will will evolve. But now you got Oracle's got, they announced Alloy, we can white label their cloud. So I'm interested in what you guys think about these moves, especially the industry cloud. We see, you know, Walmart is doing sort of their own cloud. You got Goldman Sachs doing a cloud. Do you, you guys, what do you think about that and what role does Oracle play? Any thoughts? >>Yeah, let me lemme jump on that for a moment. Now, especially with the MyQ, by making that available in multiple clouds, what they're doing is this follows the philosophy they've had the past with doing cloud, a customer taking the application and the data and putting it where the customer lives. If it's on premise, it's on premise. If it's in the cloud, it's in the cloud. By making the mice equal heat wave, essentially a plug compatible with any other mice equal as far as your, your database is concern and then giving you that integration with O L A P and ML and Data Lake and everything else, then what you've got is a compelling offering. You're making it easier for the customer to use. So I look the difference between MyQ and the Oracle database, MyQ is going to capture market more market share for them. >>You're not gonna find a lot of new users for the Oracle debate database. Yeah, there are always gonna be new users, don't get me wrong, but it's not gonna be a huge growth. Whereas my SQL heatwave is probably gonna be a major growth engine for Oracle going forward. Not just in their own cloud, but in AWS and in Azure and on premise over time that eventually it'll get there. It's not there now, but it will, they're doing the right thing on that basis. They're taking the services and when you talk about multicloud and making them available where the customer wants them, not forcing them to go where you want them, if that makes sense. And as far as where they're going in the future, I think they're gonna take a page outta what they've done with the Oracle database. They'll add things like JSON and XML and time series and spatial over time they'll make it a, a complete converged database like they did with the Oracle database. The difference being Oracle database will scale bigger and will have more transactions and be somewhat faster. And my SQL will be, for anyone who's not on the Oracle database, they're, they're not stupid, that's for sure. >>They've done Jason already. Right. But I give you that they could add graph and time series, right. Since eat with, Right, Right. Yeah, that's something absolutely right. That's, that's >>A sort of a logical move, right? >>Right. But that's, that's some kid ourselves, right? I mean has worked in Oracle's favor, right? 10 x 20 x, the amount of r and d, which is in the MyQ space, has been poured at trying to snatch workloads away from Oracle by starting with IBM 30 years ago, 20 years ago, Microsoft and, and, and, and didn't work, right? Database applications are extremely sticky when they run, you don't want to touch SIM and grow them, right? So that doesn't mean that heat phase is not an attractive offering, but it will be net new things, right? And what works in my SQL heat wave heat phases favor a little bit is it's not the massive enterprise applications which have like we the nails like, like you might be only running 30% or Oracle, but the connections and the interfaces into that is, is like 70, 80% of your enterprise. >>You take it out and it's like the spaghetti ball where you say, ah, no I really don't, don't want to do all that. Right? You don't, don't have that massive part with the equals heat phase sequel kind of like database which are more smaller tactical in comparison, but still I, I don't see them taking so much share. They will be growing because of a attractive value proposition quickly on the, the multi-cloud, right? I think it's not really multi-cloud. If you give people the chance to run your offering on different clouds, right? You can run it there. The multi-cloud advantages when the Uber offering comes out, which allows you to do things across those installations, right? I can migrate data, I can create data across something like Google has done with B query Omni, I can run predictive models or even make iron models in different place and distribute them, right? And Oracle is paving the road for that, but being available on these clouds. But the multi-cloud capability of database which knows I'm running on different clouds that is still yet to be built there. >>Yeah. And >>That the problem with >>That, that's the super cloud concept that I flowed and I I've always said kinda snowflake with a single global instance is sort of, you know, headed in that direction and maybe has a league. What's the issue with that mark? >>Yeah, the problem with the, with that version, the multi-cloud is clouds to charge egress fees. As long as they charge egress fees to move data between clouds, it's gonna make it very difficult to do a real multi-cloud implementation. Even Snowflake, which runs multi-cloud, has to pass out on the egress fees of their customer when data moves between clouds. And that's really expensive. I mean there, there is one customer I talked to who is beta testing for them, the MySQL heatwave and aws. The only reason they didn't want to do that until it was running on AWS is the egress fees were so great to move it to OCI that they couldn't afford it. Yeah. Egress fees are the big issue but, >>But Mark the, the point might be you might wanna root query and only get the results set back, right was much more tinier, which been the answer before for low latency between the class A problem, which we sometimes still have but mostly don't have. Right? And I think in general this with fees coming down based on the Oracle general E with fee move and it's very hard to justify those, right? But, but it's, it's not about moving data as a multi-cloud high value use case. It's about doing intelligent things with that data, right? Putting into other places, replicating it, what I'm saying the same thing what you said before, running remote queries on that, analyzing it, running AI on it, running AI models on that. That's the interesting thing. Cross administered in the same way. Taking things out, making sure compliance happens. Making sure when Ron says I don't want to be American anymore, I want to be in the European cloud that is gets migrated, right? So tho those are the interesting value use case which are really, really hard for enterprise to program hand by hand by developers and they would love to have out of the box and that's yet the innovation to come to, we have to come to see. But the first step to get there is that your software runs in multiple clouds and that's what Oracle's doing so well with my SQL >>Guys. Amazing. >>Go ahead. Yeah. >>Yeah. >>For example, >>Amazing amount of data knowledge and, and brain power in this market. Guys, I really want to thank you for coming on to the cube. Ron Holger. Mark, always a pleasure to have you on. Really appreciate your time. >>Well all the last names we're very happy for Romanic last and moderator. Thanks Dave for moderating us. All right, >>We'll see. We'll see you guys around. Safe travels to all and thank you for watching this power panel, The Truth About My SQL Heat Wave on the cube. Your leader in enterprise and emerging tech coverage.

Published Date : Nov 1 2022

SUMMARY :

Always a pleasure to have you on. I think you just saw him at Oracle Cloud World and he's come on to describe this is doing, you know, Google is, you know, we heard Google Cloud next recently, They own somewhere between 30 to 50% depending on who you read migrate from one cloud to another and suddenly you have a very compelling offer. All right, so thank you for that. And they certainly with the AI capabilities, And I believe strongly that long term it's gonna be ones who create better value for So I mean it's certainly, you know, when, when Oracle talks about the competitors, So what do you make of the benchmarks? say, Snowflake when it comes to, you know, the Lakehouse platform and threat to keep, you know, a customer in your own customer base. And oh, by the way, as you grow, And I know you look at this a lot, to insight, it doesn't improve all those things that you want out of a database or multiple databases So what about, I wonder ho if you could chime in on the developer angle. they don't have to license more things, send you to more trainings, have more risk of something not being delivered, all the needs of an enterprise to run certain application use cases. I mean I, you know, the rumor was the TK Thomas Curian left Oracle And I think, you know, to holder's point, I think that definitely lines But I agree with Mark, you know, the short term discounting is just a stall tag. testament to Oracle's ongoing ability to, you know, make the ecosystem Yeah, it's interesting when you get these all in one tools, you know, the Swiss Army knife, you expect that it's not able So when you say, yeah, their queries are much better against the lake house in You don't have to come to us to get these, these benefits, I mean the long term, you know, customers tend to migrate towards suite, but the new shiny bring the software to the data is of course interesting and unique and totally an Oracle issue in And the third one, lake house to be limited and the terabyte sizes or any even petabyte size because you want keynote and he was talking about how, you know, most security issues are human I don't think people are gonna buy, you know, lake house exclusively cause of And then, you know, that allows, for example, the specialists to And and what did you learn? The one thing before I get to that, I want disagree with And the customers I talk to love it. the migration cost or do you kind of conveniently leave that out or what? And when you look at Data Lake, that limits data migration. So that's gone when you start talking about So I think you knows got some real legitimacy here coming from a standing start, So you see the same And you need suites to large teams to build these suites with lots of functionalities You saw a lot of presentations at at cloud world, you know, we've looked pretty closely at Ryan, do you wanna jump on that? I think, you know, again, Oracle's reporting I think there is some merit to it in terms of building on top of hyperscale infrastructure and to customer, you can put that OnPrem in in your data center and you look at what the So I look the difference between MyQ and the Oracle database, MyQ is going to capture market They're taking the services and when you talk about multicloud and But I give you that they could add graph and time series, right. like, like you might be only running 30% or Oracle, but the connections and the interfaces into You take it out and it's like the spaghetti ball where you say, ah, no I really don't, global instance is sort of, you know, headed in that direction and maybe has a league. Yeah, the problem with the, with that version, the multi-cloud is clouds And I think in general this with fees coming down based on the Oracle general E with fee move Yeah. Guys, I really want to thank you for coming on to the cube. Well all the last names we're very happy for Romanic last and moderator. We'll see you guys around.

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Accelerating Business Transformation with VMware Cloud on AWS 10 31


 

>>Hi everyone. Welcome to the Cube special presentation here in Palo Alto, California. I'm John Foer, host of the Cube. We've got two great guests, one for calling in from Germany, our videoing in from Germany, one from Maryland. We've got VMware and aws. This is the customer successes with VMware cloud on AWS showcase, accelerating business transformation here in the showcase with Samir Candu Worldwide. VMware strategic alliance solution, architect leader with AWS Samir. Great to have you and Daniel Re Myer, principal architect global AWS synergy at VMware. Guys, you guys are, are working together. You're the key players in the re relationship as it rolls out and continues to grow. So welcome to the cube. >>Thank you. Greatly appreciate it. >>Great to have you guys both on, As you know, we've been covering this since 2016 when Pat Geling, then CEO and then then CEO AWS at Andy Chasy did this. It kind of got people by surprise, but it really kind of cleaned out the positioning in the enterprise for the success. OFM workloads in the cloud. VMware's had great success with it since, and you guys have the great partnerships. So this has been like a really strategic, successful partnership. Where are we right now? You know, years later we got this whole inflection point coming. You're starting to see, you know, this idea of higher level services, more performance are coming in at the infrastructure side. More automation, more serverless, I mean, and a, I mean it's just getting better and better every year in the cloud. Kinda a whole nother level. Where are we, Samir? Let's start with you on, on the relationship. >>Yeah, totally. So I mean, there's several things to keep in mind, right? So in 2016, right, that's when the partnership between AWS and VMware was announced, and then less than a year later, that's when we officially launched VMware cloud on aws. Years later, we've been driving innovation, working with our customers, jointly engineering this between AWS and VMware day in, day out. As far as advancing VMware cloud on aws. You know, even if you look at the innovation that takes place with a solution, things have modernized, things have changed, there's been advancements, you know, whether it's security focus, whether it's platform focus, whether it's networking focus, there's been modifications along the way, even storage, right? More recently, one of the things to keep in mind is we're looking to deliver value to our customers together. These are our joint customers. So there's hundreds of VMware and AWS engineers working together on this solution. >>And then factor in even our sales teams, right? We have VMware and AWS sales teams interacting with each other on a constant daily basis. We're working together with our customers at the end of the day too. Then we're looking to even offer and develop jointly engineered solutions specific to VMware cloud on aws, and even with VMware's, other platforms as well. Then the other thing comes down to is where we have dedicated teams around this at both AWS and VMware. So even from solutions architects, even to our sales specialists, even to our account teams, even to specific engineering teams within the organizations, they all come together to drive this innovation forward with VMware cloud on AWS and the jointly engineered solution partnership as well. And then I think one of the key things to keep in mind comes down to we have nearly 600 channel partners that have achieved VMware cloud on AWS service competency. So think about it from the standpoint there's 300 certified or validated technology solutions, they're now available to our customers. So that's even innovation right off the top as well. >>Great stuff. Daniel, I wanna get to you in a second. Upon this principal architect position you have in your title, you're the global a synergy person. Synergy means bringing things together, making it work. Take us through the architecture, because we heard a lot of folks at VMware explore this year, formerly world, talking about how the, the workloads on it has been completely transforming into cloud and hybrid, right? This is where the action is. Where are you? Is your customers taking advantage of that new shift? You got AI ops, you got it. Ops changing a lot, you got a lot more automation edges right around the corner. This is like a complete transformation from where we were just five years ago. What's your thoughts on the >>Relationship? So at at, at first, I would like to emphasize that our collaboration is not just that we have dedicated teams to help our customers get the most and the best benefits out of VMware cloud on aws. We are also enabling US mutually. So AWS learns from us about the VMware technology, where VMware people learn about the AWS technology. We are also enabling our channel partners and we are working together on customer projects. So we have regular assembled globally and also virtually on Slack and the usual suspect tools working together and listening to customers, that's, that's very important. Asking our customers where are their needs? And we are driving the solution into the direction that our customers get the, the best benefits out of VMware cloud on aws. And over the time we, we really have involved the solution. As Samia mentioned, we just added additional storage solutions to VMware cloud on aws. We now have three different instance types that cover a broad range of, of workload. So for example, we just added the I four I host, which is ideally for workloads that require a lot of CPU power, such as you mentioned it, AI workloads. >>Yeah. So I wanna guess just specifically on the customer journey and their transformation. You know, we've been reporting on Silicon angle in the queue in the past couple weeks in a big way that the OPS teams are now the new devs, right? I mean that sounds OP a little bit weird, but operation IT operations is now part of the, a lot more data ops, security writing code composing, you know, with open source, a lot of great things are changing. Can you share specifically what customers are looking for when you say, as you guys come in and assess their needs, what are they doing? What are some of the things that they're doing with VMware on AWS specifically that's a little bit different? Can you share some of and highlights there? >>That, that's a great point because originally VMware and AWS came from very different directions when it comes to speaking people at customers. So for example, aws very developer focused, whereas VMware has a very great footprint in the IT ops area. And usually these are very different, very different teams, groups, different cultures, but it's, it's getting together. However, we always try to address the customers, right? There are customers that want to build up a new application from the scratch and build resiliency, availability, recoverability, scalability into the application. But there are still a lot of customers that say, well we don't have all of the skills to redevelop everything to refactor an application to make it highly available. So we want to have all of that as a service, recoverability as a service, scalability as a service. We want to have this from the infrastructure. That was one of the unique selling points for VMware on premise and now we are bringing this into the cloud. >>Samir, talk about your perspective. I wanna get your thoughts, and not to take a tangent, but we had covered the AWS remar of, actually it was Amazon res machine learning automation, robotics and space. It was really kinda the confluence of industrial IOT software physical. And so when you look at like the IT operations piece becoming more software, you're seeing things about automation, but the skill gap is huge. So you're seeing low code, no code automation, you know, Hey Alexa, deploy a Kubernetes cluster. Yeah, I mean, I mean that's coming, right? So we're seeing this kind of operating automation meets higher level services meets workloads. Can you unpack that and share your opinion on, on what you see there from an Amazon perspective and how it relates to this? >>Yeah, totally. Right. And you know, look at it from the point of view where we said this is a jointly engineered solution, but it's not migrating to one option or the other option, right? It's more or less together. So even with VMware cloud on aws, yes it is utilizing AWS infrastructure, but your environment is connected to that AWS VPC in your AWS account. So if you wanna leverage any of the native AWS services, so any of the 200 plus AWS services, you have that option to do so. So that's gonna give you that power to do certain things, such as, for example, like how you mentioned with iot, even with utilizing Alexa or if there's any other service that you wanna utilize, that's the joining point between both of the offerings. Right off the top though, with digital transformation, right? You, you have to think about where it's not just about the technology, right? There's also where you want to drive growth in the underlying technology. Even in your business leaders are looking to reinvent their business. They're looking to take different steps as far as pursuing a new strategy. Maybe it's a process, maybe it's with the people, the culture, like how you said before, where people are coming in from a different background, right? They may not be used to the cloud, they may not be used to AWS services, but now you have that capability to mesh them together. Okay. Then also, Oh, >>Go ahead, finish >>Your thought. No, no, I was gonna say, what it also comes down to is you need to think about the operating model too, where it is a shift, right? Especially for that VS four admin that's used to their on-premises at environment. Now with VMware cloud on aws, you have that ability to leverage a cloud, but the investment that you made and certain things as far as automation, even with monitoring, even with logging, yeah. You still have that methodology where you can utilize that in VMware cloud on AWS two. >>Danielle, I wanna get your thoughts on this because at at explore and, and, and after the event, now as we prep for Cuban and reinvent coming up the big AWS show, I had a couple conversations with a lot of the VMware customers and operators and it's like hundreds of thousands of, of, of, of users and millions of people talking about and and peaked on VM we're interested in v VMware. The common thread was one's one, one person said, I'm trying to figure out where I'm gonna put my career in the next 10 to 15 years. And they've been very comfortable with VMware in the past, very loyal, and they're kind of talking about, I'm gonna be the next cloud, but there's no like role yet architects, is it Solution architect sre. So you're starting to see the psychology of the operators who now are gonna try to make these career decisions, like how, what am I gonna work on? And it's, and that was kind of fuzzy, but I wanna get your thoughts. How would you talk to that persona about the future of VMware on, say, cloud for instance? What should they be thinking about? What's the opportunity and what's gonna happen? >>So digital transformation definitely is a huge change for many organizations and leaders are perfectly aware of what that means. And that also means in, in to to some extent, concerns with your existing employees. Concerns about do I have to relearn everything? Do I have to acquire new skills? And, and trainings is everything worthless I learned over the last 15 years of my career? And the, the answer is to make digital transformation a success. We need not just to talk about technology, but also about process people and culture. And this is where VMware really can help because if you are applying VMware cloud on a, on AWS to your infrastructure, to your existing on-premise infrastructure, you do not need to change many things. You can use the same tools and skills, you can manage your virtual machines as you did in your on-premise environment. You can use the same managing and monitoring tools. If you have written, and many customers did this, if you have developed hundreds of, of scripts that automate tasks and if you know how to troubleshoot things, then you can use all of that in VMware cloud on aws. And that gives not just leaders, but but also the architects at customers, the operators at customers, the confidence in, in such a complex project, >>The consistency, very key point, gives them the confidence to go and, and then now that once they're confident they can start committing themselves to new things. Samir, you're reacting to this because you know, on your side you've got higher level services, you got more performance at the hardware level. I mean, lot improvement. So, okay, nothing's changed. I can still run my job now I got goodness on the other side. What's the upside? What's in it for the, for the, for the customer there? >>Yeah, so I think what it comes down to is they've already been so used to or entrenched with that VMware admin mentality, right? But now extending that to the cloud, that's where now you have that bridge between VMware cloud on AWS to bridge that VMware knowledge with that AWS knowledge. So I will look at it from the point of view where now one has that capability and that ability to just learn about the cloud, but if they're comfortable with certain aspects, no one's saying you have to change anything. You can still leverage that, right? But now if you wanna utilize any other AWS service in conjunction with that VM that resides maybe on premises or even in VMware cloud on aws, you have that option to do so. So think about it where you have that ability to be someone who's curious and wants to learn. And then if you wanna expand on the skills, you certainly have that capability to do so. >>Great stuff. I love, love that. Now that we're peeking behind the curtain here, I'd love to have you guys explain, cuz people wanna know what's goes on in behind the scenes. How does innovation get happen? How does it happen with the relationship? Can you take us through a day in the life of kind of what goes on to make innovation happen with the joint partnership? You guys just have a zoom meeting, Do you guys fly out, you write go do you ship thing? I mean I'm making it up, but you get the idea, what's the, what's, how does it work? What's going on behind the scenes? >>So we hope to get more frequently together in person, but of course we had some difficulties over the last two to three years. So we are very used to zoom conferences and and Slack meetings. You always have to have the time difference in mind if we are working globally together. But what we try, for example, we have reg regular assembled now also in person geo based. So for emia, for the Americas, for aj. And we are bringing up interesting customer situations, architectural bits and pieces together. We are discussing it always to share and to contribute to our community. >>What's interesting, you know, as, as events are coming back to here, before you get, you weigh in, I'll comment, as the cube's been going back out to events, we are hearing comments like what, what pandemic we were more productive in the pandemic. I mean, developers know how to work remotely and they've been on all the tools there, but then they get in person, they're happy to see people, but there's no one's, no one's really missed the beat. I mean it seems to be very productive, you know, workflow, not a lot of disruption. More if anything, productivity gains. >>Agreed, right? I think one of the key things to keep in mind is, you know, even if you look at AWS's and even Amazon's leadership principles, right? Customer obsession, that's key. VMware is carrying that forward as well. Where we are working with our customers, like how Daniel said met earlier, right? We might have meetings at different time zones, maybe it's in person, maybe it's virtual, but together we're working to listen to our customers. You know, we're taking and capturing that feedback to drive innovation and VMware cloud on AWS as well. But one of the key things to keep in mind is yes, there have been, there has been the pandemic, we might have been disconnected to a certain extent, but together through technology we've been able to still communicate work with our customers. Even with VMware in between, with AWS and whatnot. We had that flexibility to innovate and continue that innovation. So even if you look at it from the point of view, right? VMware cloud on AWS outposts, that was something that customers have been asking for. We've been been able to leverage the feedback and then continue to drive innovation even around VMware cloud on AWS outposts. So even with the on premises environment, if you're looking to handle maybe data sovereignty or compliance needs, maybe you have low latency requirements, that's where certain advancements come into play, right? So the key thing is always to maintain that communication track. >>And our last segment we did here on the, on this showcase, we listed the accomplishments and they were pretty significant. I mean go, you got the global rollouts of the relationship. It's just really been interesting and, and people can reference that. We won't get into it here, but I will ask you guys to comment on, as you guys continue to evolve the relationship, what's in it for the customer? What can they expect next? Cuz again, I think right now we're in at a, an inflection point more than ever. What can people expect from the relationship and what's coming up with reinvent? Can you share a little bit of kind of what's coming down the pike? >>So one of the most important things we have announced this year, and we will continue to evolve into that direction, is independent scale of storage. That absolutely was one of the most important items customer asked us for over the last years. Whenever, whenever you are requiring additional storage to host your virtual machines, you usually in VMware cloud on aws, you have to add additional notes. Now we have three different note types with different ratios of compute, storage and memory. But if you only require additional storage, you always have to get also additional compute and memory and you have to pay. And now with two solutions which offer choice for the customers, like FS six one, NetApp onap, and VMware cloud Flex Storage, you now have two cost effective opportunities to add storage to your virtual machines. And that offers opportunities for other instance types maybe that don't have local storage. We are also very, very keen looking forward to announcements, exciting announcements at the upcoming events. >>Samir, what's your, what's your reaction take on the, on what's coming down on your side? >>Yeah, I think one of the key things to keep in mind is, you know, we're looking to help our customers be agile and even scale with their needs, right? So with VMware cloud on aws, that's one of the key things that comes to mind, right? There are gonna be announcements, innovations and whatnot with outcoming events. But together we're able to leverage that to advance VMware cloud on AWS to Daniel's point storage, for example, even with host offerings. And then even with decoupling storage from compute and memory, right now you have the flexibility where you can do all of that. So to look at it from the standpoint where now with 21 regions where we have VMware cloud on AWS available as well, where customers can utilize that as needed when needed, right? So it comes down to, you know, transformation will be there. Yes, there's gonna be maybe where workloads have to be adapted where they're utilizing certain AWS services, but you have that flexibility and option to do so. And I think with the continuing events that's gonna give us the options to even advance our own services together. >>Well you guys are in the middle of it, you're in the trenches, you're making things happen, you've got a team of people working together. My final question is really more of a kind of a current situation, kind of future evolutionary thing that you haven't seen this before. I wanna get both of your reaction to it. And we've been bringing this up in, in the open conversations on the cube is in the old days it was going back this generation, you had ecosystems, you had VMware had an ecosystem they did best, had an ecosystem. You know, we have a product, you have a product, biz dev deals happen, people sign relationships and they do business together and they, they sell to each other's products or do some stuff. Now it's more about architecture cuz we're now in a distributed large scale environment where the role of ecosystems are intertwining. >>And this, you guys are in the middle of two big ecosystems. You mentioned channel partners, you both have a lot of partners on both sides. They come together. So you have this now almost a three dimensional or multidimensional ecosystem, you know, interplay. What's your thoughts on this? And, and, and because it's about the architecture, integration is a value, not so much. Innovation is only, you gotta do innovation, but when you do innovation, you gotta integrate it, you gotta connect it. So what is, how do you guys see this as a, as an architectural thing, start to see more technical business deals? >>So we are, we are removing dependencies from individual ecosystems and from individual vendors. So a customer no longer has to decide for one vendor and then it is a very expensive and high effort project to move away from that vendor, which ties customers even, even closer to specific vendors. We are removing these obstacles. So with VMware cloud on aws moving to the cloud, firstly it's, it's not a dead end. If you decide at one point in time because of latency requirements or maybe it's some compliance requirements, you need to move back into on-premise. You can do this if you decide you want to stay with some of your services on premise and just run a couple of dedicated services in the cloud, you can do this and you can mana manage it through a single pane of glass. That's quite important. So cloud is no longer a dead and it's no longer a binary decision, whether it's on premise or the cloud. It it is the cloud. And the second thing is you can choose the best of both works, right? If you are migrating virtual machines that have been running in your on-premise environment to VMware cloud on aws, by the way, in a very, very fast cost effective and safe way, then you can enrich later on enrich these virtual machines with services that are offered by aws. More than 200 different services ranging from object based storage, load balancing and so on. So it's an endless, endless possibility. >>We, we call that super cloud in, in a, in a way that we be generically defining it where everyone's innovating, but yet there's some common services. But the differentiation comes from innovation where the lock in is the value, not some spec, right? Samir, this is gonna where cloud is right now, you guys are, are not commodity. Amazon's completely differentiating, but there's some commodity things. Having got storage, you got compute, but then you got now advances in all areas. But partners innovate with you on their terms. Absolutely. And everybody wins. >>Yeah. And a hundred percent agree with you. I think one of the key things, you know, as Daniel mentioned before, is where it it, it's a cross education where there might be someone who's more proficient on the cloud side with aws, maybe more proficient with the viewers technology, but then for partners, right? They bridge that gap as well where they come in and they might have a specific niche or expertise where their background, where they can help our customers go through that transformation. So then that comes down to, hey, maybe I don't know how to connect to the cloud. Maybe I don't know what the networking constructs are. Maybe I can leverage that partner. That's one aspect to go about it. Now maybe you migrated that workload to VMware cloud on aws. Maybe you wanna leverage any of the native AWS services or even just off the top 200 plus AWS services, right? But it comes down to that skill, right? So again, solutions architecture at the back of, back of the day, end of the day, what it comes down to is being able to utilize the best of both worlds. That's what we're giving our customers at the end of the >>Day. I mean, I just think it's, it's a, it's a refactoring and innovation opportunity at all levels. I think now more than ever, you can take advantage of each other's ecosystems and partners and technologies and change how things get done with keeping the consistency. I mean, Daniel, you nailed that, right? I mean, you don't have to do anything. You still run the fear, the way you working on it and now do new things. This is kind of a cultural shift. >>Yeah, absolutely. And if, if you look, not every, not every customer, not every organization has the resources to refactor and re-platform everything. And we gave, we give them a very simple and easy way to move workloads to the cloud. Simply run them and at the same time they can free up resources to develop new innovations and, and grow their business. >>Awesome. Samir, thank you for coming on. Danielle, thank you for coming to Germany, Octoberfest, I know it's evening over there, your weekend's here. And thank you for spending the time. Samir final give you the final word, AWS reinvents coming up. Preparing. We're gonna have an exclusive with Adam, but Fry, we do a curtain raise, a dual preview. What's coming down on your side with the relationship and what can we expect to hear about what you got going on at reinvent this year? The big show? >>Yeah, so I think, you know, Daniel hit upon some of the key points, but what I will say is we do have, for example, specific sessions, both that VMware's driving and then also that AWS is driving. We do have even where we have what I call a chalk talks. So I would say, and then even with workshops, right? So even with the customers, the attendees who are there, whatnot, if they're looking for to sit and listen to a session, yes that's there. But if they wanna be hands on, that is also there too. So personally for me as an IT background, you know, been in CIS admin world and whatnot, being hands on, that's one of the key things that I personally am looking forward. But I think that's one of the key ways just to learn and get familiar with the technology. Yeah, >>Reinvents an amazing show for the in person. You guys nail it every year. We'll have three sets this year at the cube. It's becoming popular. We more and more content. You guys got live streams going on, a lot of content, a lot of media, so thanks, thanks for sharing that. Samir Daniel, thank you for coming on on this part of the showcase episode of really the customer successes with VMware Cloud Ons, really accelerating business transformation withs and VMware. I'm John Fur with the cube, thanks for watching. Hello everyone. Welcome to this cube showcase, accelerating business transformation with VMware cloud on it's a solution innovation conversation with two great guests, Fred and VP of commercial services at aws and NA Ryan Bard, who's the VP and general manager of cloud solutions at VMware. Gentlemen, thanks for joining me on this showcase. >>Great to be here. >>Hey, thanks for having us on. It's a great topic. You know, we, we've been covering this VMware cloud on abus since, since the launch going back and it's been amazing to watch the evolution from people saying, Oh, it's the worst thing I've ever seen. It's what's this mean? And depress work were, we're kind of not really on board with kind of the vision, but as it played out as you guys had announced together, it did work out great for VMware. It did work out great for a D and it continues two years later and I want just get an update from you guys on where you guys see this has been going. I'll see multiple years. Where is the evolution of the solution as we are right now coming off VMware explorer just recently and going in to reinvent, which is only a couple weeks away, feels like tomorrow. But you know, as we prepare a lot going on, where are we with the evolution of the solution? >>I mean, first thing I wanna say is, you know, PBO 2016 was a someon moment and the history of it, right? When Pat Gelsinger and Andy Jessey came together to announce this and I think John, you were there at the time I was there, it was a great, great moment. We launched the solution in 2017, the year after that at VM Word back when we called it Word, I think we have gone from strength to strength. One of the things that has really mattered to us is we have learned froms also in the processes, this notion of working backwards. So we really, really focused on customer feedback as we build a service offering now five years old, pretty remarkable journey. You know, in the first years we tried to get across all the regions, you know, that was a big focus because there was so much demand for it. >>In the second year we started going really on enterprise grade features. We invented this pretty awesome feature called Stretch clusters, where you could stretch a vSphere cluster using VSA and NSX across two AZs in the same region. Pretty phenomenal four nine s availability that applications start started to get with that particular feature. And we kept moving forward all kinds of integration with AWS direct connect transit gateways with our own advanced networking capabilities. You know, along the way, disaster recovery, we punched out two, two new services just focused on that. And then more recently we launched our outposts partnership. We were up on stage at Reinvent, again with Pat Andy announcing AWS outposts and the VMware flavor of that VMware cloud and AWS outposts. I think it's been significant growth in our federal sector as well with our federal and high certification more recently. So all in all, we are super excited. We're five years old. The customer momentum is really, really strong and we are scaling the service massively across all geos and industries. >>That's great, great update. And I think one of the things that you mentioned was how the advantages you guys got from that relationship. And, and this has kind of been the theme for AWS since I can remember from day one. Fred, you guys do the heavy lifting as as, as you always say for the customers here, VMware comes on board, takes advantage of the AWS and kind of just doesn't miss a beat, continues to move their workloads that everyone's using, you know, vSphere and these are, these are big workloads on aws. What's the AWS perspective on this? How do you see it? >>Yeah, it's pretty fascinating to watch how fast customers can actually transform and move when you take the, the skill set that they're familiar with and the advanced capabilities that they've been using on Preem and then overlay it on top of the AWS infrastructure that's, that's evolving quickly and, and building out new hardware and new instances we'll talk about. But that combined experience between both of us on a jointly engineered solution to bring the best security and the best features that really matter for those workloads drive a lot of efficiency and speed for the, for the customer. So it's been well received and the partnership is stronger than ever from an engineering standpoint, from a business standpoint. And obviously it's been very interesting to look at just how we stay day one in terms of looking at new features and work and, and responding to what customers want. So pretty, pretty excited about just seeing the transformation and the speed that which customers can move to bmc. Yeah, >>That's what great value publish. We've been talking about that in context too. Anyone building on top of the cloud, they can have their own supercloud as we call it. If you take advantage of all the CapEx and and investment Amazon's made and AWS has made and, and and continues to make in performance IAS and pass all great stuff. I have to ask you guys both as you guys see this going to the next level, what are some of the differentiations you see around the service compared to other options on the market? What makes it different? What's the combination? You mentioned jointly engineered, what are some of the key differentiators of the service compared to others? >>Yeah, I think one of the key things Fred talked about is this jointly engineered notion right from day one. We were the earlier doctors of AWS Nitro platform, right? The reinvention of E two back five years ago. And so we have been, you know, having a very, very strong engineering partnership at that level. I think from a VMware customer standpoint, you get the full software defined data center or compute storage networking on EC two, bare metal across all regions. You can scale that elastically up and down. It's pretty phenomenal just having that consistency globally, right on aws EC two global regions. Now the other thing that's a real differentiator for us that customers tell us about is this whole notion of a managed service, right? And this was somewhat new to VMware, but we took away the pain of this undifferentiated heavy lifting where customers had to provision rack, stack hardware, configure the software on top, and then upgrade the software and the security batches on top. >>So we took, took away all of that pain as customers transitioned to VMware cloud and aws. In fact, my favorite story from last year when we were all going through the lock for j debacle industry was just going through that, right? Favorite proof point from customers was before they put even race this issue to us, we sent them a notification saying we already patched all of your systems, no action from you. The customers were super thrilled. I mean these are large banks, many other customers around the world, super thrilled they had to take no action, but a pretty incredible industry challenge that we were all facing. >>Nora, that's a great, so that's a great point. You know, the whole managed service piece brings up the security, you kind of teasing at it, but you know, there's always vulnerabilities that emerge when you are doing complex logic. And as you grow your solutions, there's more bits. You know, Fred, we were commenting before we came on camera, there's more bits than ever before and, and at at the physics layer too, as well as the software. So you never know when there's gonna be a zero day vulnerability out there. Just, it happens. We saw one with fornet this week, this came outta the woodwork. But moving fast on those patches, it's huge. This brings up the whole support angle. I wanted to ask you about how you guys are doing that as well, because to me we see the value when we, when we talk to customers on the cube about this, you know, it was a real, real easy understanding of how, what the cloud means to them with VMware now with the aws. But the question that comes up that we wanna get more clarity on is how do you guys handle support together? >>Well, what's interesting about this is that it's, it's done mutually. We have dedicated support teams on both sides that work together pretty seamlessly to make sure that whether there's a issue at any layer, including all the way up into the app layer, as you think about some of the other workloads like sap, we'll go end to end and make sure that we support the customer regardless of where the particular issue might be for them. And on top of that, we look at where, where we're improving reliability in, in as a first order of, of principle between both companies. So from an availability and reliability standpoint, it's, it's top of mind and no matter where the particular item might land, we're gonna go help the customer resolve. That works really well >>On the VMware side. What's been the feedback there? What's the, what are some of the updates? >>Yeah, I think, look, I mean, VMware owns and operates the service, but we have a phenomenal backend relationship with aws. Customers call VMware for the service for any issues and, and then we have a awesome relationship with AWS on the backend for support issues or any hardware issues. The BASKE management that we jointly do, right? All of the hard problems that customers don't have to worry about. I think on the front end, we also have a really good group of solution architects across the companies that help to really explain the solution. Do complex things like cloud migration, which is much, much easier with VMware cloud aws, you know, we are presenting that easy button to the public cloud in many ways. And so we have a whole technical audience across the two companies that are working with customers every single day. >>You know, you had mentioned, I've got a list here, some of the innovations the, you mentioned the stretch clustering, you know, getting the GOs working, Advanced network, disaster recovery, you know, fed, Fed ramp, public sector certifications, outposts, all good. You guys are checking the boxes every year. You got a good, good accomplishments list there on the VMware AWS side here in this relationship. The question that I'm interested in is what's next? What recent innovations are you doing? Are you making investments in what's on the lists this year? What items will be next year? How do you see the, the new things, the list of accomplishments, people wanna know what's next. They don't wanna see stagnant growth here, they wanna see more action, you know, as as cloud kind of continues to scale and modern applications cloud native, you're seeing more and more containers, more and more, you know, more CF C I C D pipe pipelining with with modern apps, put more pressure on the system. What's new, what's the new innovations? >>Absolutely. And I think as a five yearold service offering innovation is top of mind for us every single day. So just to call out a few recent innovations that we announced in San Francisco at VMware Explorer. First of all, our new platform i four I dot metal, it's isolate based, it's pretty awesome. It's the latest and greatest, all the speeds and feeds that we would expect from VMware and aws. At this point in our relationship. We announced two different storage options. This notion of working from customer feedback, allowing customers even more price reductions, really take off that storage and park it externally, right? And you know, separate that from compute. So two different storage offerings there. One is with AWS Fsx, with NetApp on tap, which brings in our NetApp partnership as well into the equation and really get that NetApp based, really excited about this offering as well. >>And the second storage offering for VMware cloud Flex Storage, VMware's own managed storage offering. Beyond that, we have done a lot of other innovations as well. I really wanted to talk about VMware cloud Flex Compute, where previously customers could only scale by hosts and a host is 36 to 48 cores, give or take. But with VMware cloud Flex Compute, we are now allowing this notion of a resource defined compute model where customers can just get exactly the V C P memory and storage that maps to the applications, however small they might be. So this notion of granularity is really a big innovation that that we are launching in the market this year. And then last but not least, talk about ransomware. Of course it's a hot topic in industry. We are seeing many, many customers ask for this. We are happy to announce a new ransomware recovery with our VMware cloud DR solution. >>A lot of innovation there and the way we are able to do machine learning and make sure the workloads that are covered from snapshots and backups are actually safe to use. So there's a lot of differentiation on that front as well. A lot of networking innovations with Project Knot star for ability to have layer flow through layer seven, you know, new SaaS services in that area as well. Keep in mind that the service already supports managed Kubernetes for containers. It's built in to the same clusters that have virtual machines. And so this notion of a single service with a great TCO for VMs and containers and sort of at the heart of our office, >>The networking side certainly is a hot area to keep innovating on. Every year it's the same, same conversation, get better, faster networking, more, more options there. The flex computes. Interesting. If you don't mind me getting a quick clarification, could you explain the Drew screen resource defined versus hardware defined? Because this is kind of what we had saw at Explore coming out, that notion of resource defined versus hardware defined. What's the, what does that mean? >>Yeah, I mean I think we have been super successful in this hardware defined notion. We we're scaling by the hardware unit that we present as software defined data centers, right? And so that's been super successful. But we, you know, customers wanted more, especially customers in different parts of the world wanted to start even smaller and grow even more incrementally, right? Lower their costs even more. And so this is the part where resource defined starts to be very, very interesting as a way to think about, you know, here's my bag of resources exactly based on what the customers request for fiber machines, five containers, its size exactly for that. And then as utilization grows, we elastically behind the scenes, we're able to grow it through policies. So that's a whole different dimension. It's a whole different service offering that adds value and customers are comfortable. They can go from one to the other, they can go back to that post based model if they so choose to. And there's a jump off point across these two different economic models. >>It's kind of cloud of flexibility right there. I like the name Fred. Let's get into some of the examples of customers, if you don't mind. Let's get into some of the ex, we have some time. I wanna unpack a little bit of what's going on with the customer deployments. One of the things we've heard again on the cube is from customers is they like the clarity of the relationship, they love the cloud positioning of it. And then what happens is they lift and shift the workloads and it's like, feels great. It's just like we're running VMware on AWS and then they would start consuming higher level services, kind of that adoption next level happens and because it it's in the cloud, so, So can you guys take us through some recent examples of customer wins or deployments where they're using VMware cloud on AWS on getting started, and then how do they progress once they're there? How does it evolve? Can you just walk us through a couple of use cases? >>Sure. There's a, well there's a couple. One, it's pretty interesting that, you know, like you said, as there's more and more bits you need better and better hardware and networking. And we're super excited about the I four and the capabilities there in terms of doubling and or tripling what we're doing around a lower variability on latency and just improving all the speeds. But what customers are doing with it, like the college in New Jersey, they're accelerating their deployment on a, on onboarding over like 7,400 students over a six to eight month period. And they've really realized a ton of savings. But what's interesting is where and how they can actually grow onto additional native services too. So connectivity to any other services is available as they start to move and migrate into this. The, the options there obviously are tied to all the innovation that we have across any services, whether it's containerized and with what they're doing with Tanu or with any other container and or services within aws. >>So there's, there's some pretty interesting scenarios where that data and or the processing, which is moved quickly with full compliance, whether it's in like healthcare or regulatory business is, is allowed to then consume and use things, for example, with tech extract or any other really cool service that has, you know, monthly and quarterly innovations. So there's things that you just can't, could not do before that are coming out and saving customers money and building innovative applications on top of their, their current app base in, in a rapid fashion. So pretty excited about it. There's a lot of examples. I think I probably don't have time to go into too, too many here. Yeah. But that's actually the best part is listening to customers and seeing how many net new services and new applications are they actually building on top of this platform. >>Nora, what's your perspective from the VMware sy? So, you know, you guys have now a lot of headroom to offer customers with Amazon's, you know, higher level services and or whatever's homegrown where's being rolled out? Cuz you now have a lot of hybrid too, so, so what's your, what's your take on what, what's happening in with customers? >>I mean, it's been phenomenal, the, the customer adoption of this and you know, banks and many other highly sensitive verticals are running production grade applications, tier one applications on the service over the last five years. And so, you know, I have a couple of really good examples. S and p Global is one of my favorite examples. Large bank, they merge with IHS market, big sort of conglomeration. Now both customers were using VMware cloud and AWS in different ways. And with the, with the use case, one of their use cases was how do I just respond to these global opportunities without having to invest in physical data centers? And then how do I migrate and consolidate all my data centers across the global, which there were many. And so one specific example for this company was how they migrated thousand 1000 workloads to VMware cloud AWS in just six weeks. Pretty phenomenal. If you think about everything that goes into a cloud migration process, people process technology and the beauty of the technology going from VMware point A to VMware point B, the the lowest cost, lowest risk approach to adopting VMware, VMware cloud, and aws. So that's, you know, one of my favorite examples. There are many other examples across other verticals that we continue to see. The good thing is we are seeing rapid expansion across the globe that constantly entering new markets with the limited number of regions and progressing our roadmap there. >>Yeah, it's great to see, I mean the data center migrations go from months, many, many months to weeks. It's interesting to see some of those success stories. So congratulations. One >>Of other, one of the other interesting fascinating benefits is the sustainability improvement in terms of being green. So the efficiency gains that we have both in current generation and new generation processors and everything that we're doing to make sure that when a customer can be elastic, they're also saving power, which is really critical in a lot of regions worldwide at this point in time. They're, they're seeing those benefits. If you're running really inefficiently in your own data center, that is just a, not a great use of power. So the actual calculators and the benefits to these workloads is, are pretty phenomenal just in being more green, which I like. We just all need to do our part there. And, and this is a big part of it here. >>It's a huge, it's a huge point about the sustainability. Fred, I'm glad you called that out. The other one I would say is supply chain issues. Another one you see that constrains, I can't buy hardware. And the third one is really obvious, but no one really talks about it. It's security, right? I mean, I remember interviewing Stephen Schmidt with that AWS and many years ago, this is like 2013, and you know, at that time people were saying the cloud's not secure. And he's like, listen, it's more secure in the cloud on premise. And if you look at the security breaches, it's all about the on-premise data center vulnerabilities, not so much hardware. So there's a lot you gotta to stay current on, on the isolation there is is hard. So I think, I think the security and supply chain, Fred is, is another one. Do you agree? >>I I absolutely agree. It's, it's hard to manage supply chain nowadays. We put a lot of effort into that and I think we have a great ability to forecast and make sure that we can lean in and, and have the resources that are available and run them, run them more efficiently. Yeah, and then like you said on the security point, security is job one. It is, it is the only P one. And if you think of how we build our infrastructure from Nitro all the way up and how we respond and work with our partners and our customers, there's nothing more important. >>And naron your point earlier about the managed service patching and being on top of things, it's really gonna get better. All right, final question. I really wanna thank you for your time on this showcase. It's really been a great conversation. Fred, you had made a comment earlier. I wanna kind of end with kind of a curve ball and put you eyes on the spot. We're talking about a modern, a new modern shift. It's another, we're seeing another inflection point, we've been documenting it, it's almost like cloud hitting another inflection point with application and open source growth significantly at the app layer. Continue to put a lot of pressure and, and innovation in the infrastructure side. So the question is for you guys each to answer is what's the same and what's different in today's market? So it's kind of like we want more of the same here, but also things have changed radically and better here. What are the, what's, what's changed for the better and where, what's still the same kind of thing hanging around that people are focused on? Can you share your perspective? >>I'll, I'll, I'll, I'll tackle it. You know, businesses are complex and they're often unique that that's the same. What's changed is how fast you can innovate. The ability to combine manage services and new innovative services and build new applications is so much faster today. Leveraging world class hardware that you don't have to worry about that's elastic. You, you could not do that even five, 10 years ago to the degree you can today, especially with innovation. So innovation is accelerating at a, at a rate that most people can't even comprehend and understand the, the set of services that are available to them. It's really fascinating to see what a one pizza team of of engineers can go actually develop in a week. It is phenomenal. So super excited about this space and it's only gonna continue to accelerate that. That's my take. All right. >>You got a lot of platform to compete on with, got a lot to build on then you're Ryan, your side, What's your, what's your answer to that question? >>I think we are seeing a lot of innovation with new applications that customers are constant. I think what we see is this whole notion of how do you go from desktop to production to the secure supply chain and how can we truly, you know, build on the agility that developers desire and build all the security and the pipelines to energize that motor production quickly and efficiently. I think we, we are seeing, you know, we are at the very start of that sort of of journey. Of course we have invested in Kubernetes the means to an end, but there's so much more beyond that's happening in industry. And I think we're at the very, very beginning of this transformations, enterprise transformation that many of our customers are going through and we are inherently part of it. >>Yeah. Well gentlemen, I really appreciate that we're seeing the same thing. It's more the same here on, you know, solving these complexities with distractions. Whether it's, you know, higher level services with large scale infrastructure at, at your fingertips. Infrastructures, code, infrastructure to be provisioned, serverless, all the good stuff happen in Fred with AWS on your side. And we're seeing customers resonate with this idea of being an operator, again, being a cloud operator and developer. So the developer ops is kind of, DevOps is kind of changing too. So all for the better. Thank you for spending the time and we're seeing again, that traction with the VMware customer base and of us getting, getting along great together. So thanks for sharing your perspectives, >>I appreciate it. Thank you so >>Much. Okay, thank you John. Okay, this is the Cube and AWS VMware showcase, accelerating business transformation. VMware cloud on aws, jointly engineered solution, bringing innovation to the VMware customer base, going to the cloud and beyond. I'm John Fur, your host. Thanks for watching. Hello everyone. Welcome to the special cube presentation of accelerating business transformation on vmc on aws. I'm John Furrier, host of the Cube. We have dawan director of global sales and go to market for VMware cloud on adb. This is a great showcase and should be a lot of fun. Ashish, thanks for coming on. >>Hi John. Thank you so much. >>So VMware cloud on AWS has been well documented as this big success for VMware and aws. As customers move their workloads into the cloud, IT operations of VMware customers has signaling a lot of change. This is changing the landscape globally is on cloud migration and beyond. What's your take on this? Can you open this up with the most important story around VMC on aws? >>Yes, John. The most important thing for our customers today is the how they can safely and swiftly move their ID infrastructure and applications through cloud. Now, VMware cloud AWS is a service that allows all vSphere based workloads to move to cloud safely, swiftly and reliably. Banks can move their core, core banking platforms, insurance companies move their core insurance platforms, telcos move their goss, bss, PLA platforms, government organizations are moving their citizen engagement platforms using VMC on aws because this is one platform that allows you to move it, move their VMware based platforms very fast. Migrations can happen in a matter of days instead of months. Extremely securely. It's a VMware manage service. It's very secure and highly reliably. It gets the, the reliability of the underlyings infrastructure along with it. So win-win from our customers perspective. >>You know, we reported on this big news in 2016 with Andy Chas, the, and Pat Geling at the time, a lot of people said it was a bad deal. It turned out to be a great deal because not only could VMware customers actually have a cloud migrate to the cloud, do it safely, which was their number one concern. They didn't want to have disruption to their operations, but also position themselves for what's beyond just shifting to the cloud. So I have to ask you, since you got the finger on the pulse here, what are we seeing in the market when it comes to migrating and modern modernizing in the cloud? Because that's the next step. They go to the cloud, you guys have done that, doing it, then they go, I gotta modernize, which means kind of upgrading or refactoring. What's your take on that? >>Yeah, absolutely. Look, the first step is to help our customers assess their infrastructure and licensing and entire ID operations. Once we've done the assessment, we then create their migration plans. A lot of our customers are at that inflection point. They're, they're looking at their real estate, ex data center, real estate. They're looking at their contracts with colocation vendors. They really want to exit their data centers, right? And VMware cloud and AWS is a perfect solution for customers who wanna exit their data centers, migrate these applications onto the AWS platform using VMC on aws, get rid of additional real estate overheads, power overheads, be socially and environmentally conscious by doing that as well, right? So that's the migration story, but to your point, it doesn't end there, right? Modernization is a critical aspect of the entire customer journey as as well customers, once they've migrated their ID applications and infrastructure on cloud get access to all the modernization services that AWS has. They can correct easily to our data lake services, to our AIML services, to custom databases, right? They can decide which applications they want to keep and which applications they want to refactor. They want to take decisions on containerization, make decisions on service computing once they've come to the cloud. But the most important thing is to take that first step. You know, exit data centers, come to AWS using vmc or aws, and then a whole host of modernization options available to them. >>Yeah, I gotta say, we had this right on this, on this story, because you just pointed out a big thing, which was first order of business is to make sure to leverage the on-prem investments that those customers made and then migrate to the cloud where they can maintain their applications, their data, their infrastructure operations that they're used to, and then be in position to start getting modern. So I have to ask you, how are you guys specifically, or how is VMware cloud on s addressing these needs of the customers? Because what happens next is something that needs to happen faster. And sometimes the skills might not be there because if they're running old school, IT ops now they gotta come in and jump in. They're gonna use a data cloud, they're gonna want to use all kinds of machine learning, and there's a lot of great goodness going on above the stack there. So as you move with the higher level services, you know, it's a no brainer, obviously, but they're not, it's not yesterday's higher level services in the cloud. So how are, how is this being addressed? >>Absolutely. I think you hit up on a very important point, and that is skills, right? When our customers are operating, some of the most critical applications I just mentioned, core banking, core insurance, et cetera, they're most of the core applications that our customers have across industries, like even, even large scale ERP systems, they're actually sitting on VMware's vSphere platform right now. When the customer wants to migrate these to cloud, one of the key bottlenecks they face is skill sets. They have the trained manpower for these core applications, but for these high level services, they may not, right? So the first order of business is to help them ease this migration pain as much as possible by not wanting them to, to upscale immediately. And we VMware cloud and AWS exactly does that. I mean, you don't have to do anything. You don't have to create new skill set for doing this, right? Their existing skill sets suffice, but at the same time, it gives them that, that leeway to build that skills roadmap for their team. DNS is invested in that, right? Yes. We want to help them build those skills in the high level services, be it aml, be it, be it i t be it data lake and analytics. We want to invest in them, and we help our customers through that. So that ultimately the ultimate goal of making them drop data is, is, is a front and center. >>I wanna get into some of the use cases and success stories, but I want to just reiterate, hit back your point on the skill thing. Because if you look at what you guys have done at aws, you've essentially, and Andy Chassey used to talk about this all the time when I would interview him, and now last year Adam was saying the same thing. You guys do all the heavy lifting, but if you're a VMware customer user or operator, you are used to things. You don't have to be relearn to be a cloud architect. Now you're already in the game. So this is like almost like a instant path to cloud skills for the VMware. There's hundreds of thousands of, of VMware architects and operators that now instantly become cloud architects, literally overnight. Can you respond to that? Do you agree with that? And then give an example. >>Yes, absolutely. You know, if you have skills on the VMware platform, you know, know, migrating to AWS using via by cloud and AWS is absolutely possible. You don't have to really change the skills. The operations are exactly the same. The management systems are exactly the same. So you don't really have to change anything but the advantages that you get access to all the other AWS services. So you are instantly able to integrate with other AWS services and you become a cloud architect immediately, right? You are able to solve some of the critical problems that your underlying IT infrastructure has immediately using this. And I think that's a great value proposition for our customers to use this service. >>And just one more point, I want just get into something that's really kind of inside baseball or nuanced VMC or VMware cloud on AWS means something. Could you take a minute to explain what on AWS means? Just because you're like hosting and using Amazon as a, as a work workload? Being on AWS means something specific in your world, being VMC on AWS mean? >>Yes. This is a great question, by the way, You know, on AWS means that, you know, VMware's vse platform is, is a, is an iconic enterprise virtualization software, you know, a disproportionately high market share across industries. So when we wanted to create a cloud product along with them, obviously our aim was for them, for the, for this platform to have the goodness of the AWS underlying infrastructure, right? And, and therefore, when we created this VMware cloud solution, it it literally use the AWS platform under the eighth, right? And that's why it's called a VMs VMware cloud on AWS using, using the, the, the wide portfolio of our regions across the world and the strength of the underlying infrastructure, the reliability and, and, and sustainability that it offers. And therefore this product is called VMC on aws. >>It's a distinction I think is worth noting, and it does reflect engineering and some levels of integration that go well beyond just having a SaaS app and, and basically platform as a service or past services. So I just wanna make sure that now super cloud, we'll talk about that a little bit in another interview, but I gotta get one more question in before we get into the use cases and customer success stories is in, in most of the VM world, VMware world, in that IT world, it used to, when you heard migration, people would go, Oh my God, that's gonna take months. And when I hear about moving stuff around and doing cloud native, the first reaction people might have is complexity. So two questions for you before we move on to the next talk. Track complexity. How are you addressing the complexity issue and how long these migrations take? Is it easy? Is it it hard? I mean, you know, the knee jerk reaction is month, You're very used to that. If they're dealing with Oracle or other old school vendors, like, they're, like the old guard would be like, takes a year to move stuff around. So can you comment on complexity and speed? >>Yeah. So the first, first thing is complexity. And you know, what makes what makes anything complex is if you're, if you're required to acquire new skill sets or you've gotta, if you're required to manage something differently, and as far as VMware cloud and AWS on both these aspects, you don't have to do anything, right? You don't have to acquire new skill sets. Your existing idea operation skill sets on, on VMware's platforms are absolutely fine and you don't have to manage it any differently like, than what you're managing your, your ID infrastructure today. So in both these aspects, it's exactly the same and therefore it is absolutely not complex as far as, as far as, as far as we cloud and AWS is concerned. And the other thing is speed. This is where the huge differentiation is. You have seen that, you know, large banks and large telcos have now moved their workloads, you know, literally in days instead of months. >>Because because of VMware cloud and aws, a lot of time customers come to us with specific deadlines because they want to exit their data centers on a particular date. And what happens, VMware cloud and AWS is called upon to do that migration, right? So speed is absolutely critical. The reason is also exactly the same because you are using the exactly the same platform, the same management systems, people are available to you, you're able to migrate quickly, right? I would just reference recently we got an award from President Zelensky of Ukraine for, you know, migrating their entire ID digital infrastructure and, and that that happened because they were using VMware cloud database and happened very swiftly. >>That's been a great example. I mean, that's one political, but the economic advantage of getting outta the data center could be national security. You mentioned Ukraine, I mean Oscar see bombing and death over there. So clearly that's a critical crown jewel for their running their operations, which is, you know, you know, world mission critical. So great stuff. I love the speed thing. I think that's a huge one. Let's get into some of the use cases. One of them is, the first one I wanted to talk about was we just hit on data, data center migration. It could be financial reasons on a downturn or our, or market growth. People can make money by shifting to the cloud, either saving money or making money. You win on both sides. It's a, it's a, it's almost a recession proof, if you will. Cloud is so use case for number one data center migration. Take us through what that looks like. Give an example of a success. Take us through a day, day in the life of a data center migration in, in a couple minutes. >>Yeah. You know, I can give you an example of a, of a, of a large bank who decided to migrate, you know, their, all their data centers outside their existing infrastructure. And they had, they had a set timeline, right? They had a set timeline to migrate the, the, they were coming up on a renewal and they wanted to make sure that this set timeline is met. We did a, a complete assessment of their infrastructure. We did a complete assessment of their IT applications, more than 80% of their IT applications, underlying v vSphere platform. And we, we thought that the right solution for them in the timeline that they wanted, right, is VMware cloud ands. And obviously it was a large bank, it wanted to do it safely and securely. It wanted to have it completely managed, and therefore VMware cloud and aws, you know, ticked all the boxes as far as that is concerned. >>I'll be happy to report that the large bank has moved to most of their applications on AWS exiting three of their data centers, and they'll be exiting 12 more very soon. So that's a great example of, of, of the large bank exiting data centers. There's another Corolla to that. Not only did they manage to manage to exit their data centers and of course use and be more agile, but they also met their sustainability goals. Their board of directors had given them goals to be carbon neutral by 2025. They found out that 35% of all their carbon foot footprint was in their data centers. And if they moved their, their ID infrastructure to cloud, they would severely reduce the, the carbon footprint, which is 35% down to 17 to 18%. Right? And that meant their, their, their, their sustainability targets and their commitment to the go to being carbon neutral as well. >>And that they, and they shift that to you guys. Would you guys take that burden? A heavy lifting there and you guys have a sustainability story, which is a whole nother showcase in and of itself. We >>Can Exactly. And, and cause of the scale of our, of our operations, we are able to, we are able to work on that really well as >>Well. All right. So love the data migration. I think that's got real proof points. You got, I can save money, I can, I can then move and position my applications into the cloud for that reason and other reasons as a lot of other reasons to do that. But now it gets into what you mentioned earlier was, okay, data migration, clearly a use case and you laid out some successes. I'm sure there's a zillion others. But then the next step comes, now you got cloud architects becoming minted every, and you got managed services and higher level services. What happens next? Can you give us an example of the use case of the modernization around the NextGen workloads, NextGen applications? We're starting to see, you know, things like data clouds, not data warehouses. We're not gonna data clouds, it's gonna be all kinds of clouds. These NextGen apps are pure digital transformation in action. Take us through a use case of how you guys make that happen with a success story. >>Yes, absolutely. And this is, this is an amazing success story and the customer here is s and p global ratings. As you know, s and p global ratings is, is the world leader as far as global ratings, global credit ratings is concerned. And for them, you know, the last couple of years have been tough as far as hardware procurement is concerned, right? The pandemic has really upended the, the supply chain. And it was taking a lot of time to procure hardware, you know, configure it in time, make sure that that's reliable and then, you know, distribute it in the wide variety of, of, of offices and locations that they have. And they came to us. We, we did, again, a, a, a alar, a fairly large comprehensive assessment of their ID infrastructure and their licensing contracts. And we also found out that VMware cloud and AWS is the right solution for them. >>So we worked there, migrated all their applications, and as soon as we migrated all their applications, they got, they got access to, you know, our high level services be our analytics services, our machine learning services, our, our, our, our artificial intelligence services that have been critical for them, for their growth. And, and that really is helping them, you know, get towards their next level of modern applications. Right Now, obviously going forward, they will have, they will have the choice to, you know, really think about which applications they want to, you know, refactor or which applications they want to go ahead with. That is really a choice in front of them. And, but you know, the, we VMware cloud and AWS really gave them the opportunity to first migrate and then, you know, move towards modernization with speed. >>You know, the speed of a startup is always the kind of the Silicon Valley story where you're, you know, people can make massive changes in 18 months, whether that's a pivot or a new product. You see that in startup world. Now, in the enterprise, you can see the same thing. I noticed behind you on your whiteboard, you got a slogan that says, are you thinking big? I know Amazon likes to think big, but also you work back from the customers and, and I think this modern application thing's a big deal because I think the mindset has always been constrained because back before they moved to the cloud, most IT, and, and, and on-premise data center shops, it's slow. You gotta get the hardware, you gotta configure it, you gotta, you gotta stand it up, make sure all the software is validated on it, and loading a database and loading oss, I mean, mean, yeah, it got easier and with scripting and whatnot, but when you move to the cloud, you have more scale, which means more speed, which means it opens up their capability to think differently and build product. What are you seeing there? Can you share your opinion on that epiphany of, wow, things are going fast, I got more time to actually think about maybe doing a cloud native app or transforming this or that. What's your, what's your reaction to that? Can you share your opinion? >>Well, ultimately we, we want our customers to utilize, you know, most of our modern services, you know, applications should be microservices based. When desired, they should use serverless applic. So list technology, they should not have monolithic, you know, relational database contracts. They should use custom databases, they should use containers when needed, right? So ultimately, we want our customers to use these modern technologies to make sure that their IT infrastructure, their licensing, their, their entire IT spend is completely native to cloud technologies. They work with the speed of a startup, but it's important for them to, to, to get to the first step, right? So that's why we create this journey for our customers, where you help them migrate, give them time to build the skills, they'll help them mo modernize, take our partners along with their, along with us to, to make sure that they can address the need for our customers. That's, that's what our customers need today, and that's what we are working backwards from. >>Yeah, and I think that opens up some big ideas. I'll just say that the, you know, we're joking, I was joking the other night with someone here in, in Palo Alto around serverless, and I said, you know, soon you're gonna hear words like architectural list. And that's a criticism on one hand, but you might say, Hey, you know, if you don't really need an architecture, you know, storage lists, I mean, at the end of the day, infrastructure is code means developers can do all the it in the coding cycles and then make the operations cloud based. And I think this is kind of where I see the dots connecting. Final thought here, take us through what you're thinking around how this new world is evolving. I mean, architecturals kind of a joke, but the point is, you know, you have to some sort of architecture, but you don't have to overthink it. >>Totally. No, that's a great thought, by the way. I know it's a joke, but it's a great thought because at the end of the day, you know, what do the customers really want? They want outcomes, right? Why did service technology come? It was because there was an outcome that they needed. They didn't want to get stuck with, you know, the, the, the real estate of, of a, of a server. They wanted to use compute when they needed to, right? Similarly, what you're talking about is, you know, outcome based, you know, desire of our customers and, and, and that's exactly where the word is going to, Right? Cloud really enforces that, right? We are actually, you know, working backwards from a customer's outcome and using, using our area the breadth and depth of our services to, to deliver those outcomes, right? And, and most of our services are in that path, right? When we use VMware cloud and aws, the outcome is a, to migrate then to modernize, but doesn't stop there, use our native services, you know, get the business outcomes using this. So I think that's, that's exactly what we are going through >>Actually, should actually, you're the director of global sales and go to market for VMware cloud on Aus. I wanna thank you for coming on, but I'll give you the final minute. Give a plug, explain what is the VMware cloud on Aus, Why is it great? Why should people engage with you and, and the team, and what ultimately is this path look like for them going forward? >>Yeah. At the end of the day, we want our customers to have the best paths to the cloud, right? The, the best path to the cloud is making sure that they migrate safely, reliably, and securely as well as with speed, right? And then, you know, use that cloud platform to, to utilize AWS's native services to make sure that they modernize their IT infrastructure and applications, right? We want, ultimately that our customers, customers, customer get the best out of, you know, utilizing the, that whole application experience is enhanced tremendously by using our services. And I think that's, that's exactly what we are working towards VMware cloud AWS is, is helping our customers in that journey towards migrating, modernizing, whether they wanna exit a data center or whether they wanna modernize their applications. It's a essential first step that we wanna help our customers with >>One director of global sales and go to market with VMware cloud on neighbors. He's with aws sharing his thoughts on accelerating business transformation on aws. This is a showcase. We're talking about the future path. We're talking about use cases with success stories from customers as she's thank you for spending time today on this showcase. >>Thank you, John. I appreciate it. >>Okay. This is the cube, special coverage, special presentation of the AWS Showcase. I'm John Furrier, thanks for watching.

Published Date : Nov 1 2022

SUMMARY :

Great to have you and Daniel Re Myer, principal architect global AWS synergy Greatly appreciate it. You're starting to see, you know, this idea of higher level services, More recently, one of the things to keep in mind is we're looking to deliver value Then the other thing comes down to is where we Daniel, I wanna get to you in a second. lot of CPU power, such as you mentioned it, AI workloads. composing, you know, with open source, a lot of great things are changing. So we want to have all of that as a service, on what you see there from an Amazon perspective and how it relates to this? And you know, look at it from the point of view where we said this to leverage a cloud, but the investment that you made and certain things as far How would you talk to that persona about the future And that also means in, in to to some extent, concerns with your I can still run my job now I got goodness on the other side. on the skills, you certainly have that capability to do so. Now that we're peeking behind the curtain here, I'd love to have you guys explain, You always have to have the time difference in mind if we are working globally together. I mean it seems to be very productive, you know, I think one of the key things to keep in mind is, you know, even if you look at AWS's guys to comment on, as you guys continue to evolve the relationship, what's in it for So one of the most important things we have announced this year, Yeah, I think one of the key things to keep in mind is, you know, we're looking to help our customers You know, we have a product, you have a product, biz dev deals happen, people sign relationships and they do business And this, you guys are in the middle of two big ecosystems. You can do this if you decide you want to stay with some of your services But partners innovate with you on their terms. I think one of the key things, you know, as Daniel mentioned before, You still run the fear, the way you working on it and And if, if you look, not every, And thank you for spending the time. So personally for me as an IT background, you know, been in CIS admin world and whatnot, thank you for coming on on this part of the showcase episode of really the customer successes with VMware we're kind of not really on board with kind of the vision, but as it played out as you guys had announced together, across all the regions, you know, that was a big focus because there was so much demand for We invented this pretty awesome feature called Stretch clusters, where you could stretch a And I think one of the things that you mentioned was how the advantages you guys got from that and move when you take the, the skill set that they're familiar with and the advanced capabilities that I have to ask you guys both as you guys see this going to the next level, you know, having a very, very strong engineering partnership at that level. put even race this issue to us, we sent them a notification saying we And as you grow your solutions, there's more bits. the app layer, as you think about some of the other workloads like sap, we'll go end to What's been the feedback there? which is much, much easier with VMware cloud aws, you know, they wanna see more action, you know, as as cloud kind of continues to And you know, separate that from compute. And the second storage offering for VMware cloud Flex Storage, VMware's own managed storage you know, new SaaS services in that area as well. If you don't mind me getting a quick clarification, could you explain the Drew screen resource defined versus But we, you know, because it it's in the cloud, so, So can you guys take us through some recent examples of customer The, the options there obviously are tied to all the innovation that we So there's things that you just can't, could not do before I mean, it's been phenomenal, the, the customer adoption of this and you know, Yeah, it's great to see, I mean the data center migrations go from months, many, So the actual calculators and the benefits So there's a lot you gotta to stay current on, Yeah, and then like you said on the security point, security is job one. So the question is for you guys each to Leveraging world class hardware that you don't have to worry production to the secure supply chain and how can we truly, you know, Whether it's, you know, higher level services with large scale Thank you so I'm John Furrier, host of the Cube. Can you open this up with the most important story around VMC on aws? platform that allows you to move it, move their VMware based platforms very fast. They go to the cloud, you guys have done that, So that's the migration story, but to your point, it doesn't end there, So as you move with the higher level services, So the first order of business is to help them ease Because if you look at what you guys have done at aws, the advantages that you get access to all the other AWS services. Could you take a minute to explain what on AWS on AWS means that, you know, VMware's vse platform is, I mean, you know, the knee jerk reaction is month, And you know, what makes what the same because you are using the exactly the same platform, the same management systems, which is, you know, you know, world mission critical. decided to migrate, you know, their, So that's a great example of, of, of the large bank exiting data And that they, and they shift that to you guys. And, and cause of the scale of our, of our operations, we are able to, We're starting to see, you know, things like data clouds, And for them, you know, the last couple of years have been tough as far as hardware procurement is concerned, And, and that really is helping them, you know, get towards their next level You gotta get the hardware, you gotta configure it, you gotta, you gotta stand it up, most of our modern services, you know, applications should be microservices based. I mean, architecturals kind of a joke, but the point is, you know, the end of the day, you know, what do the customers really want? I wanna thank you for coming on, but I'll give you the final minute. customers, customer get the best out of, you know, utilizing the, One director of global sales and go to market with VMware cloud on neighbors. I'm John Furrier, thanks for watching.

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>>Welcome back everyone, to the special presentation of Cloud Native at scale, the Cube and Platform nine special presentation going in and digging into the next generation super cloud infrastructure as code and the future of application development. We're here with Bickley, who's the chief architect and co-founder of Platform nine Pick. Great to see you Cube alumni. We, we met at an OpenStack event in about eight years ago, or later, earlier when OpenStack was going. Great to see you and great to see congratulations on the success of Platform nine. Thank >>You very much. >>Yeah. You guys have been at this for a while and this is really the, the, the year we're seeing the, the crossover of Kubernetes because of what happens with containers. Everyone now has realized, and you've seen what Docker's doing with the new docker, the open source Docker now just a success Exactly. Of containerization. Right? And now the Kubernetes layer that we've been working on for years is coming, Bearing fruit. This is huge. >>Exactly, Yes. >>And so as infrastructure, as code comes in, we talked to Bacar, talking about Super Cloud. I met her about, you know, the new Arlon, our, our lawn you guys just launched, the infrastructure's code is going to another level, and then it's always been DevOps infrastructure is code. That's been the ethos that's been like from day one, developers just code. Then you saw the rise of serverless and you see now multi-cloud or on the horizon. Connect the dots for us. What is the state of infrastructures code today? >>So I think, I think I'm, I'm glad you mentioned it. Everybody or most people know about infrastructures code, but with Kubernetes, I think that project has evolved at the concept even further. And these dates, it's infrastructure is configuration, right? So, which is an evolution of infrastructure as code. So instead of telling the system, here's how I want my infrastructure by telling it, you know, do step A, B, C, and D. Instead, with Kubernetes, you can describe your desired state declaratively using things called manifest resources. And then the system kind of magically figures it out and tries to converge the state towards the one that you specify. So I think it's, it's a even better version of infrastructures code. Yeah, >>Yeah. And, and that really means it's developer just accessing resources. Okay. That declare, Okay, give me some compute, stand me up some, turn the lights on, turn 'em off, turn 'em on. That's kind of where we see this going. And I like the configuration piece. Some people say composability, I mean now with open source, so popular, you don't have to have to write a lot of code, this code being developed. And so it's into integrations, configuration. These are areas that we're starting to see computer science principles around automation, machine learning, assisting open source. Cuz you've got a lot of code that's right in hearing software, supply chain issues. So infrastructure as code has to factor in these new, new dynamics. Can you share your opinion on these new dynamics of, as open source grows, the glue layers, the configurations, the integration, what are the core issues? >>I think one of the major core issues is with all that power comes complexity, right? So, you know, despite its expressive power systems like Kubernetes and declarative APIs let you express a lot of complicated and complex stacks, right? But you're dealing with hundreds if not thousands of these yamo files or resources. And so I think, you know, the emergence of systems and layers to help you manage that complexity is becoming a key challenge and opportunity in, in this space. That's, >>I wrote a LinkedIn post today, it was comments about, you know, hey, enterprise is the new breed, the trend of SaaS companies moving our consumer comp consumer-like thinking into the enterprise has been happening for a long time, but now more than ever, you're seeing it the old way used to be solve complexity with more complexity and then lock the customer in. Now with open source, it's speed, simplification and integration, right? These are the new dynamic power dynamics for developers. Yeah. So as companies are starting to now deploy and look at Kubernetes, what are the things that need to be in place? Because you have some, I won't say technical debt, but maybe some shortcuts, some scripts here that make it look like infrastructure is code. People have done some things to simulate or or make infrastructure as code happen. Yes. But to do it at scale Yes. Is harder. What's your take on this? What's your >>View? It's hard because there's a per proliferation of methods, tools, technologies. So for example, today it's very common for DevOps and platform engineering tools, I mean, sorry, teams to have to deploy a large number of Kubernetes clusters, but then apply the applications and configurations on top of those clusters. And they're using a wide range of tools to do this, right? For example, maybe Ansible or Terraform or bash scripts to bring up the infrastructure and then the clusters. And then they may use a different set of tools such as Argo CD or other tools to apply configurations and applications on top of the clusters. So you have this sprawl of tools. You, you also have this sprawl of configurations and files because the more objects you're dealing with, the more resources you have to manage. And there's a risk of drift that people call that where, you know, you think you have things under control, but some people from various teams will make changes here and there and then before the end of the day systems break and you have no idea of tracking them. So I think there's real need to kind of unify, simplify, and try to solve these problems using a smaller, more unified set of tools and methodologies. And that's something that we tried to do with this new project. Arlon. >>Yeah. So, so we're gonna get into our line in a second. I wanna get into the why Arlon. You guys announced that at our GoCon, which was put on here in Silicon Valley at the, at the community invite in two where they had their own little day over there at their headquarters. But before we get there, vascar, your CEO came on and he talked about Super Cloud at our in AAL event. What's your definition of super cloud? If you had to kind of explain that to someone at a cocktail party or someone in the industry technical, how would you look at the super cloud trend that's emerging? It's become a thing. What's your, what would be your contribution to that definition or the narrative? >>Well, it's, it's, it's funny because I've actually heard of the term for the first time today, speaking to you earlier today. But I think based on what you said, I I already get kind of some of the, the gist and the, the main concepts. It seems like super cloud, the way I interpret that is, you know, clouds and infrastructure, programmable infrastructure, all of those things are becoming commodity in a way. And everyone's got their own flavor, but there's a real opportunity for people to solve real business problems by perhaps trying to abstract away, you know, all of those various implementations and then building better abstractions that are perhaps business or application specific to help companies and businesses solve real business problems. >>Yeah, I remember that's a great, great definition. I remember, not to date myself, but back in the old days, you know, IBM had a proprietary network operating system, so of deck for the mini computer vendors, deck net and SNA respectively. But T C P I P came out of the osi, the open systems interconnect and remember, ethernet beat token ring out. So not to get all nerdy for all the young kids out there, look, just look up token ring, you'll see, you've probably never heard of it. It's IBM's, you know, connection to the internet at the, the layer too is Amazon, the ethernet, right? So if T C P I P could be the Kubernetes and the container abstraction that made the industry completely change at that point in history. So at every major inflection point where there's been serious industry change and wealth creation and business value, there's been an abstraction Yes. Somewhere. Yes. What's your reaction to that? >>I think this is, I think a saying that's been heard many times in this industry and, and I forgot who originated it, but I think the saying goes like, there's no problem that can't be solved with another layer of indirection, right? And we've seen this over and over and over again where Amazon and its peers have inserted this layer that has simplified, you know, computing and, and infrastructure management. And I believe this trend is going to continue, right? The next set of problems are going to be solved with these insertions of additional abstraction layers. I think that that's really a, yeah, it's gonna continue. >>It's interesting. I just, when I wrote another post today on LinkedIn called the Silicon Wars AMD stock is down arm has been on a rise. We've remember pointing for many years now, that arm's gonna be hugely, it has become true. If you look at the success of the infrastructure as a serviced layer across the clouds, Azure, aws, Amazon's clearly way ahead of everybody. The stuff that they're doing with the silicon and the physics and the, the atoms, the pro, you know, this is where the innovation, they're going so deep and so strong at ISAs, the more that they get that gets come on, they have more performance. So if you're an app developer, wouldn't you want the best performance and you'd want to have the best abstraction layer that gives you the most ability to do infrastructures, code or infrastructure for configuration, for provisioning, for managing services. And you're seeing that today with service MeSHs, a lot of action going on in the service mesh area in in this community of, of co con, which we will be covering. So that brings up the whole what's next? You guys just announced Arlon at ar GoCon, which came out of Intuit. We've had Mariana Tessel at our super cloud event. She's the cto, you know, they're all in the cloud. So they contributed that project. Where did Arlon come from? What was the origination? What's the purpose? Why arlon, why this announcement? Yeah, >>So the, the inception of the project, this was the result of us realizing that problem that we spoke about earlier, which is complexity, right? With all of this, these clouds, these infrastructure, all the variations around and, you know, compute storage networks and the proliferation of tools we talked about the Ansibles and Terraforms and Kubernetes itself, you can think of that as another tool, right? We saw a need to solve that complexity problem, and especially for people and users who use Kubernetes at scale. So when you have, you know, hundreds of clusters, thousands of applications, thousands of users spread out over many, many locations, there, there needs to be a system that helps simplify that management, right? So that means fewer tools, more expressive ways of describing the state that you want and more consistency. And, and that's why, you know, we built our lawn and we built it recognizing that many of these problems or sub problems have already been solved. So Arlon doesn't try to reinvent the wheel, it instead rests on the shoulders of several giants, right? So for example, Kubernetes is one building block, GI ops, and Argo CD is another one, which provides a very structured way of applying configuration. And then we have projects like cluster API and cross plane, which provide APIs for describing infrastructure. So arlon takes all of those building blocks and builds a thin layer, which gives users a very expressive way of defining configuration and desired state. So that's, that's kind of the inception of, >>And what's the benefit of that? What does that give the, what does that give the developer, the user, in this case, >>The developers, the, the platform engineer, team members, the DevOps engineers, they get a a ways to provision not just infrastructure and clusters, but also applications and configurations. They get a way, a system for provisioning, configuring, deploying, and doing life cycle management in a, in a much simpler way. Okay. Especially as I said, if you're dealing with a large number of applications. >>So it's like an operating fabric, if you will. Yes. For them. Okay, so let's get into what that means for up above and below the, the, this abstraction or thin layer below as the infrastructure. We talked a lot about what's going on below that. Yeah. Above our workloads. At the end of the day, you, I talk to CXOs and IT folks that, that are now DevOps engineers. They care about the workloads and they want the infrastructure's code to work. They wanna spend their time getting in the weeds, figuring out what happened when someone made a push that that happened or something happened to need observability and they need to, to know that it's working. That's right. And here's my workloads running effectively. So how do you guys look at the workload side of it? Cuz now you have multiple workloads on these fabric, right? >>So workloads, so Kubernetes has defined kind of a standard way to describe workloads and you can, you know, tell Kubernetes, I wanna run this container this particular way, or you can use other projects that are in the Kubernetes cloud native ecosystem, like K native, where you can express your application in more at a higher level, right? But what's also happening is in addition to the workloads, DevOps and platform engineering teams, they need to very often deploy the applications with the clusters themselves. Clusters are becoming this commodity. It's, it's becoming this host for the application and it kind of comes bundled with it. In many cases it is like an appliance, right? So DevOps teams have to provision clusters at a really incredible rate and they need to tear them down. Clusters are becoming more, >>It's coming like an EC two instance, spin up a cluster. We very, people used words like that. >>That's right. And before arlon you kind of had to do all of that using a different set of tools as, as I explained. So with Arlon you can kind of express everything together. You can say I want a cluster with a health monitoring stack and a logging stack and this ingress controller and I want these applications and these security policies. You can describe all of that using something we call a profile. And then you can stamp out your app, your applications and your clusters and manage them in a very, >>So essentially standard like creates a mechanism. Exactly. Standardized, declarative kind of configurations. And it's like a playbook, deploy it. Now what there between say a script like I'm, I have scripts, I can just automate scripts >>Or yes, this is where that declarative API and infrastructures configuration comes in, right? Because scripts, yes you can automate scripts, but the order in which they run matters, right? They can break, things can break in the middle and, and sometimes you need to debug them. Whereas the declarative way is much more expressive and powerful. You just tell the system what you want and then the system kind of figures it out. And there are these things got controllers which will in the background reconcile all the state to converge towards your desire. It's a much more powerful, expressive and reliable way of getting things done. >>So infrastructure has configuration is built kind of on it's super set of infrastructures code because it's >>An evolution. >>You need edge re's code, but then you can configure the code by just saying do it. You basically declaring it's saying Go, go do that. That's right. Okay, so, alright, so cloud native at scale, take me through your vision of what that means. Someone says, Hey, what does cloud native at scale mean? What's success look like? How does it roll out in the future as you, not future next couple years. I mean people are now starting to figure out, okay, it's not as easy as it sounds. Kubernetes has value. We're gonna hear this year coan a lot of this. What does cloud native at scale mean? >>Yeah, there are different interpretations, but if you ask me, when people think of scale, they think of a large number of deployments, right? Geographies, many, you know, supporting thousands or tens or millions of, of users there, there's that aspect to scale. There's also an equally important a aspect of scale, which is also something that we try to address with Arran. And that is just complexity for the people operating this or configuring this, right? So in order to describe that desired state, and in order to perform things like maybe upgrades or updates on a very large scale, you want the humans behind that to be able to express and direct the system to do that in, in relatively simple terms, right? And so we want the tools and the abstractions and the mechanisms available to the user to be as powerful but as simple as possible. So there's, I think there's gonna be a number and there have been a number of CNCF and cloud native projects that are trying to attack that complexity problem as well. And Arlon kind of falls in in that >>Category. Okay, so I'll put you on the spot. Rogue got Coan coming up and obviously this'll be shipping this segment series out before. What do you expect to see at this year? What's the big story this year? What's the, what's the most important thing happening? Is it in the open source community and also within a lot of the, the people jogging for leadership. I know there's a lot of projects and still there's some white space in the overall systems map about the different areas get run time, there's ability in all these different areas. What's the, where's the action? Where, where's the smoke? Where's the fire? Where's the piece? Where's the tension? >>Yeah, so I think one thing that has been happening over the past couple of cub cons and I expect to continue and, and that is the, the word on the street is Kubernetes is getting boring, right? Which is good, right? >>Boring means simple. >>Well, >>Well maybe, >>Yeah, >>Invisible, >>No drama, right? So, so the, the rate of change of the Kubernetes features and, and all that has slowed, but in, in a, in a positive way. But there's still a general sentiment and feeling that there's just too much stuff. If you look at a stack necessary for hosting applications based on Kubernetes, there are just still too many moving parts, too many components, right? Too much complexity. I go, I keep going back to the complexity problem. So I expect Cube Con and all the vendors and the players and the startups and the people there to continue to focus on that complexity problem and introduce further simplifications to, to the stack. >>Yeah. Vic, you've had an storied career, VMware over decades with them, obviously in 12 years with 14 years or something like that. Big number co-founder here at Platform now you's been around for a while at this game. We, man, we talked about OpenStack, that project you, we interviewed at one of their events. So OpenStack was the beginning of that, this new revolution. I remember the early days it was, it wasn't supposed to be an alternative to Amazon, but it was a way to do more cloud cloud native. I think we had a cloud a Rod team at that time. We would joke we, you know, about, about the dream. It's happening now, now at Platform nine. You guys have been doing this for a while. What's the, what are you most excited about as the chief architect? What did you guys double down on? What did you guys pivot from or two, did you do any pivots? Did you extend out certain areas? Cuz you guys are in a good position right now, a lot of DNA in Cloud native. What are you most excited about and what does Platform Nine bring to the table for customers and for people in the industry watching this? >>Yeah, so I think our mission really hasn't changed over the years, right? It's been always about taking complex open source software because open source software, it's powerful. It solves new problems, you know, every year and you have new things coming out all the time, right? Open Stack was an example where the Kubernetes took the world by storm. But there's always that complexity of, you know, just configuring it, deploying it, running it, operating it. And our mission has always been that we will take all that complexity and just make it, you know, easy for users to consume regardless of the technology, right? So the successor to Kubernetes, you know, I don't have a crystal ball, but you know, you have some indications that people are coming up of new and simpler ways of running applications. There are many projects around there who knows what's coming next year or the year after that. But platform will, a, platform nine will be there and we will, you know, take the innovations from the, the, the community. We will contribute our own innovations and make all of those things very consumable to customers. >>Simpler, faster, cheaper. Exactly. Always a good business model technically to make that happen. Yes. Yeah. I think the, the reigning in the chaos is key, you know, Now we have now visibility into the scale. Final question before we depart Yeah. On this segment, what is at scale, how many clusters do you see that would be a, a watermark for an at scale conversation around an enterprise? Is it workloads we're looking at or, or clusters? How would you Yeah, I would you describe that when people try to squint through and evaluate what's a scale, what's the at scale kind of threshold? >>Yeah. And, and the number of clusters doesn't tell the whole story because clusters can be small in terms of the number of nodes or they can be large. But roughly speaking when we say, you know, large scale cluster deployments, we're talking about maybe hundreds, two thousands. Yeah. >>And final final question, what's the role of the hyperscalers? You got AWS continuing to do well, but they got their core ias, they got a PAs, they're not too too much putting a SaaS out there. They have some SaaS apps, but mostly it's the ecosystem. They have marketplaces doing, doing over $2 billion billions of transactions a year. And, and it's just like, just sitting there. It hasn't really, they're now innovating on it, but that's gonna change ecosystems. What's the role the cloud play in the cloud Native at scale? >>The the hyper square? >>Yeah. Yeah. Abras, Azure, Google, >>You mean from a business perspective, they're, they have their own interests that, you know, that they're, they will keep catering to, They, they will continue to find ways to lock their users into their ecosystem of services and, and APIs. So I don't think that's gonna change, right? They're just gonna keep Well, >>They got great I performance, I mean from a, from a hardware standpoint, yes. That's gonna be key, right? >>Yes. I think the, the move from X 86 being the dominant way and platform to run workloads is changing, right? That, that, that, that, and I think the, the hyperscalers really want to be in the game in terms of, you know, the, the new risk and arm ecosystems and the >>Platforms. Yeah. Not joking aside, Paul Morritz, when he was the CEO of VMware, when he took over once said, I remember our first year doing the cube. Oh, the cloud is one big distributed computer. It's, it's hardware and you got software and you got middleware. And he kinda over, well he kind of tongue in cheek, but really you're talking about large compute and sets of services that is essentially a distributed computer. Yes, >>Exactly. >>It's, we're back in the same game. Thank you for coming on the segment. Appreciate your time. This is cloud native at scale special presentation with Platform nine. Really unpacking super cloud Arlon open source and how to run large scale applications on the cloud, Cloud native develop for developers. And John Feer with the cube. Thanks for Washington. We'll stay tuned for another great segment coming right up.

Published Date : Oct 20 2022

SUMMARY :

Great to see you and great to see congratulations on the success And now the Kubernetes layer that we've been working on for years you know, the new Arlon, our, our lawn you guys just launched, So instead of telling the system, here's how I want my infrastructure by telling it, I mean now with open source, so popular, you don't have to have to write a lot of code, you know, the emergence of systems and layers to help you manage that complexity is becoming I wrote a LinkedIn post today, it was comments about, you know, hey, enterprise is the new breed, the trend of SaaS companies So you have this sprawl of tools. how would you look at the super cloud trend that's emerging? the way I interpret that is, you know, clouds and infrastructure, It's IBM's, you know, connection to the internet at the, this layer that has simplified, you know, computing and, the physics and the, the atoms, the pro, you know, this is where the innovation, all the variations around and, you know, compute storage networks the DevOps engineers, they get a a ways to So how do you guys look at the workload I wanna run this container this particular way, or you can It's coming like an EC two instance, spin up a cluster. So with Arlon you can kind of express And it's like a playbook, deploy it. tell the system what you want and then the system kind of figures You need edge re's code, but then you can configure the code by just saying do it. And that is just complexity for the people operating this or configuring this, What do you expect to see at this year? If you look at a stack necessary for hosting What's the, what are you most excited about as the chief architect? So the successor to Kubernetes, you know, I don't I think the, the reigning in the chaos is key, you know, Now we have now visibility into But roughly speaking when we say, you know, What's the role the cloud play in the cloud Native at scale? you know, that they're, they will keep catering to, They, they will continue to find right? terms of, you know, the, the new risk and arm ecosystems It's, it's hardware and you got software and you got middleware. Thank you for coming on the segment.

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>>Everyone, welcome to the cube here in Palo Alto, California for a special presentation on Cloud native at scale, enabling super cloud modern applications with Platform nine. I'm John Furry, your host of The Cube. We've got a great lineup of three interviews we're streaming today. Mattor Makki, who's the co-founder and VP of Product of Platform nine. She's gonna go into detail around Arlon, the open source products, and also the value of what this means for infrastructure as code and for cloud native at scale. Bickley the chief architect of Platform nine Cube alumni. Going back to the OpenStack days. He's gonna go into why Arlon, why this infrastructure as code implication, what it means for customers and the implications in the open source community and where that value is. Really great wide ranging conversation there. And of course, Vascar, Gort, the CEO of Platform nine, is gonna talk with me about his views on Super Cloud and why Platform nine has a scalable solutions to bring cloud native at scale. So enjoy the program, see you soon. Hello and welcome to the cube here in Palo Alto, California for a special program on cloud native at scale, enabling next generation cloud or super cloud for modern application cloud native developers. I'm John Forry, host of the Cube. Pleasure to have here me Makowski, co-founder and VP of product at Platform nine. Thanks for coming in today for this Cloudnative at scale conversation. >>Thank you for having >>Me. So Cloudnative at scale, something that we're talking about because we're seeing the, the next level of mainstream success of containers Kubernetes and cloud native develop, basically DevOps in the C I C D pipeline. It's changing the landscape of infrastructure as code, it's accelerating the value proposition and the super cloud as we call it, has been getting a lot of traction because this next generation cloud is looking a lot different, but kind of the same as the first generation. What's your view on Super cloud as it fits to cloud native as scales up? >>Yeah, you know, I think what's interesting, and I think the reason why Super Cloud is a really good and a really fit term for this, and I think, I know my CEO was chatting with you as well, and he was mentioning this as well, but I think there needs to be a different term than just multi-cloud or cloud. And the reason is because as cloud native and cloud deployments have scaled, I think we've reached a point now where instead of having the traditional data center style model, where you have a few large distributors of infrastructure and workload at a few locations, I think the model is kind of flipped around, right? Where you have a large number of micro sites. These micro sites could be your public cloud deployment, your private on-prem infrastructure deployments, or it could be your edge environment, right? And every single enterprise, every single industry is moving in that direction. And so you gotta rougher that with a terminology that, that, that indicates the scale and complexity of it. And so I think super cloud is a, is an appropriate term for >>That. So you brought a couple things I want to dig into. You mentioned Edge Notes. We're seeing not only edge nodes being the next kind of area of innovation, mainly because it's just popping up everywhere. And that's just the beginning. Wouldn't even know what's around the corner. You got buildings, you got iot, o ot, and it kind of coming together, but you also got this idea of regions, global infrastructures, big part of it. I just saw some news around cloud flare shutting down a site here, there's policies being made at scale. These new challenges there. Can you share because you can have edge. So hybrid cloud is a winning formula. Everybody knows that it's a steady state. Yeah. But across multiple clouds brings in this new un engineered area, yet it hasn't been done yet. Spanning clouds. People say they're doing it, but you start to see the toe in the water, it's happening, it's gonna happen. It's only gonna get accelerated with the edge and beyond globally. So I have to ask you, what is the technical challenges in doing this? Because it's something business consequences as well, but there are technical challenge. Can you share your view on what the technical challenges are for the super cloud across multiple edges and >>Regions? Yeah, absolutely. So I think, you know, in in the context of this, the, this, this term of super cloud, I think it's sometimes easier to visualize things in terms of two access, right? I think on one end you can think of the scale in terms of just pure number of nodes that you have, deploy number of clusters in the Kubernetes space. And then on the other access you would have your distribution factor, right? Which is, do you have these tens of thousands of nodes in one site or do you have them distributed across tens of thousands of sites with one node at each site? Right? And if you have just one flavor of this, there is enough complexity, but potentially manageable. But when you are expanding on both these access, you really get to a point where that skill really needs some well thought out, well-structured solutions to address it, right? A combination of homegrown tooling along with your, you know, favorite distribution of Kubernetes is not a strategy that can help you in this environment. It may help you when you have one of this or when you, when you scale, is not at the level. >>Can you scope the complexity? Because I mean, I hear a lot of moving parts going on there, the technology's also getting better. We we're seeing cloud native become successful. There's a lot to configure, there's a lot to install. Can you scope the scale of the problem? Because we're talking about at scale Yep. Challenges here. >>Yeah, absolutely. And I think, you know, I I like to call it, you know, the, the, the problem that the scale creates, you know, there's various problems, but I think one, one problem, one way to think about it is, is, you know, it works on my cluster problem, right? So, you know, I come from engineering background and there's a, you know, there's a famous saying between engineers and QA and the support folks, right? Which is, it works on my laptop, which is I tested this change, everything was fantastic, it worked flawlessly on my machine, on production, It's not working. The exact same problem now happens and these distributed environments, but at massive scale, right? Which is that, you know, developers test their applications, et cetera within the sanctity of their sandbox environments. But once you expose that change in the wild world of your production deployment, right? >>And the production deployment could be going at the radio cell tower at the edge location where a cluster is running there, or it could be sending, you know, these applications and having them run at my customer's site where they might not have configured that cluster exactly the same way as I configured it, or they configured the cluster, right? But maybe they didn't deploy the security policies or they didn't deploy the other infrastructure plugins that my app relies on all of these various factors at their own layer of complexity. And there really isn't a simple way to solve that today. And that is just, you know, one example of an issue that happens. I think another, you know, whole new ball game of issues come in the context of security, right? Because when you are deploying applications at scale in a distributed manner, you gotta make sure someone's job is on the line to ensure that the right security policies are enforced regardless of that scale factor. So I think that's another example of problems that occur. >>Okay. So I have to ask about scale because there are a lot of multiple steps involved when you see the success cloud native, you know, you see some, you know, some experimentation. They set up a cluster, say it's containers and Kubernetes, and then you say, Okay, we got this, we can configure it. And then they do it again and again, they call it day two. Some people call it day one, day two operation, whatever you call it. Once you get past the first initial thing, then you gotta scale it. Then you're seeing security breaches, you're seeing configuration errors. This seems to be where the hotpot is. And when companies transition from, I got this to, Oh no, it's harder than I thought at scale. Can you share your reaction to that and how you see this playing out? >>Yeah, so, you know, I think it's interesting. There's multiple problems that occur when, you know, the, the two factors of scale is we talked about start expanding. I think one of them is what I like to call the, you know, it, it works fine on my cluster problem, which is back in, when I was a developer, we used to call this, it works on my laptop problem, which is, you know, you have your perfectly written code that is operating just fine on your machine, your sandbox environment. But the moment it runs production, it comes back with p zeros and POS from support teams, et cetera. And those issues can be really difficult to try us, right? And so in the Kubernetes environment, this problem kind of multi folds, it goes, you know, escalates to a higher degree because yeah, you have your sandbox developer environments, they have their clusters and things work perfectly fine in those clusters because these clusters are typically handcrafted or a combination of some scripting and handcrafting. >>And so as you give that change to then run at your production edge location, like say you radio sell tower site, or you hand it over to a customer to run it on their cluster, they might not have not have configured that cluster exactly how you did it, or they might not have configured some of the infrastructure plugins. And so the things don't work. And when things don't work, triaging them becomes like ishly hard, right? It's just one of the examples of the problem. Another whole bucket of issues is security, which is, is you have these distributed clusters at scale, you gotta ensure someone's job is on the line to make sure that these security policies are configured properly. >>So this is a huge problem. I love that comment. That's not not happening on my system. It's the classic, you know, debugging mentality. Yeah. But at scale it's hard to do that with error prone. I can see that being a problem. And you guys have a solution you're launching, Can you share what our lawn is, this new product, What is it all about? Talk about this new introduction. >>Yeah, absolutely. I'm very, very excited. You know, it's one of the projects that we've been working on for some time now because we are very passionate about this problem and just solving problems at scale in on-prem or at in the cloud or at edge environments. And what arwan is, it's an open source project and it is a tool, it's a Kubernetes native tool for complete end to end management of not just your clusters, but your clusters. All of the infrastructure that goes within and along the sites of those clusters, security policies, your middleware plugins, and finally your applications. So what alarm lets you do in a nutshell is in a declarative way, it lets you handle the configuration and management of all of these components in at scale. >>So what's the elevator pitch simply put for what this solves in, in terms of the chaos you guys are reigning in. What's the, what's the bumper sticker? Yeah, >>What would it do? There's a perfect analogy that I love to reference in this context, which is think of your assembly line, you know, in a traditional, let's say, you know, an auto manufacturing factory or et cetera, and the level of efficiency at scale that that assembly line brings, right online. And if you look at the logo we've designed, it's this funny little robot. And it's because when we think of online, we, we think of these enterprise large scale environments, you know, sprawling at scale creating chaos because there isn't necessarily a well thought through, well structured solution that's similar to an assembly line, which is taking each components, you know, addressing them, manufacturing, processing them in a standardized way, then handing to the next stage. But again, it gets, you know, processed in a standardized way. And that's what Arlon really does. That's like the I pitch. If you have problems of scale of managing your infrastructure, you know, that is distributed. Arlon brings the assembly line level of efficiency and consistency >>For those. So keeping it smooth, the assembly on things are flowing. C C I CD pipelining. Exactly. So that's what you're trying to simplify that ops piece for the developer. I mean, it's not really ops, it's their ops, it's coding. >>Yeah. Not just developer, the ops, the operations folks as well, right? Because developers, you know, there is, the developers are responsible for one picture of that layer, which is my apps, and then maybe that middleware of application that they interface with, but then they hand it over to someone else who's then responsible to ensure that these apps are secure properly, that they are logging, logs are being collected properly, monitoring and observability integrated. And so it solves problems for both those >>Teams. Yeah. It's DevOps. So the DevOps is the cloud native developer. The OP teams have to kind of set policies. Is that where the declarative piece comes in? Is that why that's important? >>Absolutely. Yeah. And, and, and, and you know, Kubernetes really in introduced or elevated this declarative management, right? Because, you know, c communities clusters are Yeah. Or your, yeah, you know, specifications of components that go in Kubernetes are defined in a declarative way. And Kubernetes always keeps that state consistent with your defined state. But when you go outside of that world of a single cluster, and when you actually talk about defining the clusters or defining everything that's around it, there really isn't a solution that does that today. And so online addresses that problem at the heart of it, and it does that using existing open source well known solutions. >>Ed, do I wanna get into the benefits? What's in it for me as the customer developer? But I want to finish this out real quick and get your thoughts. You mentioned open source. Why open source? What's the, what's the current state of the product? You run the product group over at platform nine, is it open source? And you guys have a product that's commercial? Can you explain the open source dynamic? And first of all, why open source? Yeah. And what is the consumption? I mean, open source is great, People want open source, they can download it, look up the code, but maybe wanna buy the commercial. So I'm assuming you have that thought through, can you share open source and commercial relationship? >>Yeah, I think, you know, starting with why open source? I think it's, you know, we as a company, we have, you know, one of the things that's absolutely critical to us is that we take mainstream open source technologies components and then we, you know, make them available to our customers at scale through either a SaaS model on from model, right? But, so as we are a company or startup or a company that benefits, you know, in a massive way by this open source economy, it's only right, I think in my mind that we do our part of the duty, right? And contribute back to the community that feeds us. And so, you know, we have always held that strongly as one of our principles. And we have, you know, created and built independent products starting all the way with fi, which was a serverless product, you know, that we had built to various other, you know, examples that I can give. But that's one of the main reasons why opensource and also opensource because we want the community to really firsthand engage with us on this problem, which is very difficult to achieve if your product is behind a wall, you know, behind, behind a block box. >>Well, and that's, that's what the developers want too. I mean, what we're seeing in reporting with Super Cloud is the new model of consumption is I wanna look at the code and see what's in there. That's right. And then also, if I want to use it, I, I'll do it. Great. That's open source, that's the value. But then at the end of the day, if I wanna move fast, that's when people buy in. So it's a new kind of freemium, I guess, business model. I guess that's the way that, Well, but that's, that's the benefit. Open source. This is why standards and open source is growing so fast. You have that confluence of, you know, a way for helpers to try before they buy, but also actually kind of date the application, if you will. We, you know, Adrian Karo uses the dating me metaphor, you know, Hey, you know, I wanna check it out first before I get married. Right? And that's what open source, So this is the new, this is how people are selling. This is not just open source, this is how companies are selling. >>Absolutely. Yeah. Yeah. You know, I think, and you know, two things. I think one is just, you know, this, this, this cloud native space is so vast that if you, if you're building a close flow solution, sometimes there's also a risk that it may not apply to every single enterprises use cases. And so having it open source gives them an opportunity to extend it, expand it, to make it proper to their use case if they choose to do so, right? But at the same time, what's also critical to us is we are able to provide a supported version of it with an SLA that we, you know, that's backed by us, a SAS hosted version of it as well, for those customers who choose to go that route, you know, once they have used the open source version and loved it and want to take it at scale and in production and need, need, need a partner to collaborate with, who can, you know, support them for that production >>Environment. I have to ask you now, let's get into what's in it for the customer. I'm a customer, why should I be enthused about Arlo? What's in it for me? You know? Cause if I'm not enthused about it, I'm not gonna be confident and it's gonna be hard for me to get behind this. Can you share your enthusiastic view of, you know, why I should be enthused about Arlo customer? >>Yeah, absolutely. And so, and there's multiple, you know, enterprises that we talk to, many of them, you know, our customers, where this is a very kind of typical story that you hear, which is we have, you know, a Kubernetes distribution. It could be on premise, it could be public clouds, native es, and then we have our C I CD pipelines that are automating the deployment of applications, et cetera. And then there's this gray zone. And the gray zone is well before you can you, your CS CD pipelines can deploy the apps. Somebody needs to do all of their groundwork of, you know, defining those clusters and yeah. You know, properly configuring them. And as these things, these things start by being done hand grown. And then as the, as you scale, what typically enterprises would do today is they will have their home homegrown DIY solutions for this. >>I mean, the number of folks that I talk to that have built Terra from automation, and then, you know, some of those key developers leave. So it's a typical open source or typical, you know, DIY challenge. And the reason that they're writing it themselves is not because they want to. I mean, of course technology is always interesting to everybody, but it's because they can't find a solution that's out there that perfectly fits the problem. And so that's that pitch. I think Spico would be delighted. The folks that we've talked, you know, spoken with, have been absolutely excited and have, you know, shared that this is a major challenge we have today because we have, you know, few hundreds of clusters on s Amazon and we wanna scale them to few thousands, but we don't think we are ready to do that. And this will give us >>Stability. Yeah, I think people are scared, not sc I won't say scare, that's a bad word. Maybe I should say that they feel nervous because, you know, at scale small mistakes can become large mistakes. This is something that is concerning to enterprises. And, and I think this is gonna come up at co con this year where enterprises are gonna say, Okay, I need to see SLAs. I wanna see track record, I wanna see other companies that have used it. Yeah. How would you answer that question to, or, or challenge, you know, Hey, I love this, but is there any guarantees? Is there any, what's the SLAs? I'm an enterprise, I got tight, you know, I love the open source trying to free fast and loose, but I need hardened code. >>Yeah, absolutely. So, so two parts to that, right? One is Arlan leverages existing open source components, products that are extremely popular. Two specifically. One is Lon uses Argo cd, which is probably one of the highest rated and used CD open source tools that's out there, right? It's created by folks that are as part of Intuit team now, you know, really brilliant team. And it's used at scale across enterprises. That's one. Second is arlon also makes use of cluster api capi, which is a ES sub-component, right? For lifecycle management of clusters. So there is enough of, you know, community users, et cetera, around these two products, right? Or, or, or open source projects that will find Arlan to be right up in their alley because they're already comfortable, familiar with algo cd. Now Arlan just extends the scope of what Algo CD can do. And so that's one. And then the second part is going back to a point of the comfort. And that's where, you know, Platform nine has a role to play, which is when you are ready to deploy Alon at scale, because you've been, you know, playing with it in your DEF test environments, you're happy with what you get with it, then Platform nine will stand behind it and provide that sla. >>And what's been the reaction from customers you've talked to Platform nine customers with, with, that are familiar with, with Argo and then Arlo? What's been some of the feedback? >>Yeah, I, I, I think the feedback's been fantastic. I mean, I can give you examples of customers where, you know, initially, you know, when you are, when you're telling them about your entire portfolio of solutions, it might not strike a card right away. But then we start talking about Arlan and, and we talk about the fact that it uses Argo CD and they start opening up, they say, We have standardized on Argo and we have built these components, homegrown, we would be very interested. Can we co-develop? Does it support these use cases? So we've had that kind of validation. We've had validation all the way at the beginning of our line before we even wrote a single line of code saying this is something we plan on doing. And the customer said, If you had it today, I would've purchased it. So it's been really great validation. >>All right. So next question is, what is the solution to the customer? If I asked you, Look it, I have, I'm so busy, my team's overworked. I got a skills gap. I don't need another project that's, I'm so tied up right now and I'm just chasing my tail. How does Platform nine help me? >>Yeah, absolutely. So I think, you know, one of the core tenets of Platform nine has always been that we try to bring that public cloud like simplicity by hosting, you know, this in a lot of such similar tools in a SaaS hosted manner for our customers, right? So our goal behind doing that is taking away or trying to take away all of that complexity from customer's hands and offloading it to our hands, right? And giving them that full white glove treatment as we call it. And so from a customer's perspective, one, something like arlon will integrate with what they have so they don't have to rip and replace anything. In fact, it will, even in the next versions, it may even discover your clusters that you have today and, you know, give you an inventory and that, >>So customers have clusters that are growing, that's a sign correct call you guys. >>Absolutely. Either they're, they have massive large clusters, right? That they wanna split into smaller clusters, but they're not comfortable doing that today, or they've done that already on say, public cloud or otherwise. And now they have management challenges. So >>Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and reconfigure Yeah. And or scale out. >>That's right. Exactly. >>And you provide that layer of policy. >>Absolutely. >>Yes. That's the key value >>Here. That's right. >>So policy based configuration for cluster scale up >>Profile and policy based declarative configuration and life cycle management for clusters. >>If I asked you how this enables Super club, what would you say to that? >>I think this is one of the key ingredients to super cloud, right? If you think about a super cloud environment, there's at least few key ingredients that that come to my mind that are really critical. Like they are, you know, life saving ingredients at that scale. One is having a really good strategy for managing that scale, you know, in a, going back to assembly line in a very consistent, predictable way so that our lot solves then you, you need to compliment that with the right kind of observability and monitoring tools at scale, right? Because ultimately issues are gonna happen and you're gonna have to figure out, you know, how to solve them fast. And alon by the way, also helps in that direction, but you also need observability tools. And then especially if you're running it on the public cloud, you need some cost management tools. In my mind, these three things are like the most necessary ingredients to make Super Cloud successful. And, you know, alarm flows >>In one. Okay, so now the next level is, Okay, that makes sense. There's under the covers kind of speak under the hood. Yeah. How does that impact the app developers and the cloud native modern application workflows? Because the impact to me, seems the apps are gonna be impacted. Are they gonna be faster, stronger? I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? >>Yeah, the impact is that your apps are more likely to operate in production the way you expect them to, because the right checks and balances have gone through, and any discrepancies have been identified prior to those apps, prior to your customer running into them, right? Because developers run into this challenge to their, where there's a split responsibility, right? I'm responsible for my code, I'm responsible for some of these other plugins, but I don't own the stack end to end. I have to rely on my ops counterpart to do their part, right? And so this really gives them, you know, the right tooling for >>That. So this is actually a great kind of relevant point, you know, as cloud becomes more scalable, you're starting to see this fragmentation gone of the days of the full stack developer to the more specialized role. But this is a key point, and I have to ask you because if this Arlo solution takes place, as you say, and the apps are gonna be stupid, there's designed to do, the question is, what did, does the current pain look like of the apps breaking? What does the signals to the customer Yeah. That they should be calling you guys up into implementing Arlo, Argo, and, and, and on all the other goodness to automate, What are some of the signals? Is it downtime? Is it, is it failed apps, Is it latency? What are some of the things that Yeah, absolutely would be in indications of things are effed up a little bit. >>Yeah. More frequent down times, down times that are, that take longer to triage. And so you are, you know, the, you know, your mean times on resolution, et cetera, are escalating or growing larger, right? Like we have environments of customers where they, they have a number of folks on in the field that have to take these apps and run them at customer sites. And that's one of our partners. And they're extremely interested in this because the, the rate of failures they're encountering for this, you know, the field when they're running these apps on site, because the field is automating their clusters that are running on sites using their own script. So these are the kinds of challenges, and those are the pain points, which is, you know, if you're looking to reduce your, your meantime to resolution, if you're looking to reduce the number of failures that occur on your production site, that's one. And second, if you are looking to manage these at scale environments with a relatively small, focused, nimble ops team, which has an immediate impact on your, So those are, those are the >>Signals. This is the cloud native at scale situation, the innovation going on. Final thought is your reaction to the idea that if the world goes digital, which it is, and the confluence of physical and digital coming together, and cloud continues to do its thing, the company becomes the application, not where it used to be supporting the business, you know, the back office and the IIA terminals and some PCs and handhelds. Now if technology's running, the business is the business. Yeah. The company's the application. Yeah. So it can't be down. So there's a lot of pressure on, on CSOs and CIOs now and see, and boards is saying, how is technology driving the top line revenue? That's the number one conversation. Yeah. Do you see that same thing? >>Yeah. It's interesting. I think there's multiple pressures at the CXO CIO level, right? One is that there needs to be that visibility and clarity and guarantee almost that, you know, that the, the technology that's, you know, that's gonna drive your top line is gonna drive that in a consistent, reliable, predictable manner. And then second, there is the constant pressure to do that while always lowering your costs of doing it, right? Especially when you're talking about, let's say retailers or those kinds of large scale vendors, they many times make money by lowering the amount that they spend on, you know, providing those goods to their end customers. So I think those, both those factors kind of come into play and the solution to all of them is usually in a very structured strategy around automation. >>Final question. What does cloudnative at scale look like to you? If all the things happen the way we want 'em to happen, The magic wand, the magic dust, what does it look like? >>What that looks like to me is a CIO sipping at his desk on coffee production is running absolutely smooth. And his, he's running that at a nimble, nimble team size of at the most, a handful of folks that are just looking after things with things. So just >>Taking care of, and the CIO doesn't exist. There's no CSO there at the beach. >>Yeah. >>Thank you for coming on, sharing the cloud native at scale here on the cube. Thank you for your time. >>Fantastic. Thanks for having >>Me. Okay. I'm John Fur here for special program presentation, special programming cloud native at scale, enabling super cloud modern applications with Platform nine. Thanks for watching. Welcome back everyone to the special presentation of cloud native at scale, the cube and platform nine special presentation going in and digging into the next generation super cloud infrastructure as code and the future of application development. We're here at Bickley, who's the chief architect and co-founder of Platform nine b. Great to see you Cube alumni. We, we met at an OpenStack event in about eight years ago, or well later, earlier when opens Stack was going. Great to see you and great to see congratulations on the success of platform nine. >>Thank you very much. >>Yeah. You guys have been at this for a while and this is really the, the, the year we're seeing the, the crossover of Kubernetes because of what happens with containers. Everyone now was realized, and you've seen what Docker's doing with the new docker, the open source Docker now just a success Exactly. Of containerization, right? And now the Kubernetes layer that we've been working on for years is coming, bearing fruit. This is huge. >>Exactly. Yes. >>And so as infrastructure's code comes in, we talked to Bacar talking about Super Cloud, I met her about, you know, the new Arlon, our R lawn you guys just launched, the infrastructure's code is going to another level. And then it's always been DevOps infrastructure is code. That's been the ethos that's been like from day one, developers just code. Then you saw the rise of serverless and you see now multi-cloud or on the horizon, connect the dots for us. What is the state of infrastructures code today? >>So I think, I think I'm, I'm glad you mentioned it, everybody or most people know about infrastructures code. But with Kubernetes, I think that project has evolved at the concept even further. And these dates, it's infrastructure as configuration, right? So, which is an evolution of infrastructure as code. So instead of telling the system, here's how I want my infrastructure by telling it, you know, do step A, B, C, and D instead with Kubernetes, you can describe your desired state declaratively using things called manifest resources. And then the system kind of magically figures it out and tries to converge the state towards the one that you specify. So I think it's, it's a even better version of infrastructures code. >>Yeah, yeah. And, and that really means it's developer just accessing resources. Okay. Not declaring, Okay, give me some compute, stand me up some, turn the lights on, turn 'em off, turn 'em on. That's kind of where we see this going. And I like the configuration piece. Some people say composability, I mean now with open source, so popular, you don't have to have to write a lot of code. It's code being developed. And so it's into integration, it's configuration. These are areas that we're starting to see computer science principles around automation, machine learning, assisting open source. Cuz you got a lot of code that's right in hearing software, supply chain issues. So infrastructure as code has to factor in these new, new dynamics. Can you share your opinion on these new dynamics of, as open source grows, the glue layers, the configurations, the integration, what are the core issues? >>I think one of the major core issues is with all that power comes complexity, right? So, you know, despite its expressive power systems like Kubernetes and declarative APIs let you express a lot of complicated and complex stacks, right? But you're dealing with hundreds if not thousands of these yamo files or resources. And so I think, you know, the emergence of systems and layers to help you manage that complexity is becoming a key challenge and opportunity in, in this space that, >>That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is the new breed, the trend of SaaS companies moving our consumer comp consumer-like thinking into the enterprise has been happening for a long time, but now more than ever, you're seeing it the old way used to be solve complexity with more complexity and then lock the customer in. Now with open source, it's speed, simplification and integration, right? These are the new dynamic power dynamics for developers. Yeah. So as companies are starting to now deploy and look at Kubernetes, what are the things that need to be in place? Because you have some, I won't say technical debt, but maybe some shortcuts, some scripts here that make it look like infrastructure is code. People have done some things to simulate or or make infrastructure as code happen. Yes. But to do it at scale Yes. Is harder. What's your take on this? What's your >>View? It's hard because there's a per proliferation of methods, tools, technologies. So for example, today it's very common for DevOps and platform engineering tools, I mean, sorry, teams to have to deploy a large number of Kubernetes clusters, but then apply the applications and configurations on top of those clusters. And they're using a wide range of tools to do this, right? For example, maybe Ansible or Terraform or bash scripts to bring up the infrastructure and then the clusters. And then they may use a different set of tools such as Argo CD or other tools to apply configurations and applications on top of the clusters. So you have this sprawl of tools. You, you also have this sprawl of configurations and files because the more objects you're dealing with, the more resources you have to manage. And there's a risk of drift that people call that where, you know, you think you have things under control, but some people from various teams will make changes here and there and then before the end of the day systems break and you have no idea of tracking them. So I think there's real need to kind of unify, simplify, and try to solve these problems using a smaller, more unified set of tools and methodologies. And that's something that we try to do with this new project. Arlon. >>Yeah. So, so we're gonna get into Arlan in a second. I wanna get into the why Arlon. You guys announced that at our GoCon, which was put on here in Silicon Valley at the, at the by intu. They had their own little day over there at their headquarters. But before we get there, Vascar, your CEO came on and he talked about Super Cloud at our inaugural event. What's your definition of super cloud? If you had to kind of explain that to someone at a cocktail party or someone in the industry technical, how would you look at the super cloud trend that's emerging? It's become a thing. What's your, what would be your contribution to that definition or the narrative? >>Well, it's, it's, it's funny because I've actually heard of the term for the first time today, speaking to you earlier today. But I think based on what you said, I I already get kind of some of the, the gist and the, the main concepts. It seems like super cloud, the way I interpret that is, you know, clouds and infrastructure, programmable infrastructure, all of those things are becoming commodity in a way. And everyone's got their own flavor, but there's a real opportunity for people to solve real business problems by perhaps trying to abstract away, you know, all of those various implementations and then building better abstractions that are perhaps business or application specific to help companies and businesses solve real business problems. >>Yeah, I remember that's a great, great definition. I remember, not to date myself, but back in the old days, you know, IBM had a proprietary network operating system, so to deck for the mini computer vendors, deck net and SNA respectively. But T C P I P came out of the osi, the open systems interconnect and remember, ethernet beat token ring out. So not to get all nerdy for all the young kids out there, look, just look up token ring, you'll see, you've probably never heard of it. It's IBM's, you know, connection for the internet at the, the layer too is Amazon, the ethernet, right? So if T C P I P could be the Kubernetes and the container abstraction that made the industry completely change at that point in history. So at every major inflection point where there's been serious industry change and wealth creation and business value, there's been an abstraction Yes. Somewhere. Yes. What's your reaction to that? >>I think this is, I think a saying that's been heard many times in this industry and, and I forgot who originated it, but I think the saying goes like, there's no problem that can't be solved with another layer of indirection, right? And we've seen this over and over and over again where Amazon and its peers have inserted this layer that has simplified, you know, computing and, and infrastructure management. And I believe this trend is going to continue, right? The next set of problems are going to be solved with these insertions of additional abstraction layers. I think that that's really a, yeah, it's gonna continue. >>It's interesting. I just really wrote another post today on LinkedIn called the Silicon Wars AMD Stock is down arm has been on rise, we've remember pointing for many years now, that arm's gonna be hugely, it has become true. If you look at the success of the infrastructure as a service layer across the clouds, Azure, aws, Amazon's clearly way ahead of everybody. The stuff that they're doing with the silicon and the physics and the, the atoms, the pro, you know, this is where the innovation, they're going so deep and so strong at ISAs, the more that they get that gets come on, they have more performance. So if you're an app developer, wouldn't you want the best performance and you'd wanna have the best abstraction layer that gives you the most ability to do infrastructures, code or infrastructure for configuration, for provisioning, for managing services. And you're seeing that today with service MeSHs, a lot of action going on in the service mesh area in, in this community of co con, which will be a covering. So that brings up the whole what's next? You guys just announced our lawn at ar GoCon, which came out of Intuit. We've had Maria Teel at our super cloud event, She's a cto, you know, they're all in the cloud. So they contributed that project. Where did Arlon come from? What was the origination? What's the purpose? Why our lawn, why this announcement? Yeah, >>So the, the inception of the project, this was the result of us realizing that problem that we spoke about earlier, which is complexity, right? With all of this, these clouds, these infrastructure, all the variations around and you know, compute storage networks and the proliferation of tools we talked about the Ansibles and Terraforms and Kubernetes itself, you can think of that as another tool, right? We saw a need to solve that complexity problem, and especially for people and users who use Kubernetes at scale. So when you have, you know, hundreds of clusters, thousands of applications, thousands of users spread out over many, many locations, there, there needs to be a system that helps simplify that management, right? So that means fewer tools, more expressive ways of describing the state that you want and more consistency. And, and that's why, you know, we built AR lawn and we built it recognizing that many of these problems or sub problems have already been solved. So Arlon doesn't try to reinvent the wheel, it instead rests on the shoulders of several giants, right? So for example, Kubernetes is one building block, GI ops, and Argo CD is another one, which provides a very structured way of applying configuration. And then we have projects like cluster API and cross plane, which provide APIs for describing infrastructure. So arlon takes all of those building blocks and builds a thin layer, which gives users a very expressive way of defining configuration and desired state. So that's, that's kind of the inception of, And >>What's the benefit of that? What does that give the, what does that give the developer, the user, in this case, >>The developers, the, the platform engineer, team members, the DevOps engineers, they get a a ways to provision not just infrastructure and clusters, but also applications and configurations. They get a way, a system for provisioning, configuring, deploying, and doing life cycle management in a, in a much simpler way. Okay. Especially as I said, if you're dealing with a large number of applications. >>So it's like an operating fabric, if you will. Yes. For them. Okay, so let's get into what that means for up above and below the, the, this abstraction or thin layer below the infrastructure. We talked a lot about what's going on below that. Yeah. Above our workloads at the end of the day, and I talk to CXOs and IT folks that, that are now DevOps engineers. They care about the workloads and they want the infrastructure's code to work. They wanna spend their time getting in the weeds, figuring out what happened when someone made a push that that happened or something happened. They need observability and they need to, to know that it's working. That's right. And here's my workloads running effectively. So how do you guys look at the workload side of it? Cuz now you have multiple workloads on these fabric, right? >>So workloads, so Kubernetes has defined kind of a standard way to describe workloads and you can, you know, tell Kubernetes, I want to run this container this particular way, or you can use other projects that are in the Kubernetes cloud native ecosystem, like K native, where you can express your application in more at a higher level, right? But what's also happening is in addition to the workloads, DevOps and platform engineering teams, they need to very often deploy the applications with the clusters themselves. Clusters are becoming this commodity. It's, it's becoming this host for the application and it kind of comes bundled with it. In many cases it is like an appliance, right? So DevOps teams have to provision clusters at a really incredible rate and they need to tear them down. Clusters are becoming more, >>It's coming like an EC two instance, spin up a cluster. We've heard people used words like that. That's >>Right. And before arlon you kind of had to do all of that using a different set of tools as, as I explained. So with AR loan you can kind of express everything together. You can say I want a cluster with a health monitoring stack and a logging stack and this ingress controller and I want these applications and these security policies. You can describe all of that using something we call the profile. And then you can stamp out your app, your applications and your clusters and manage them in a very, So >>It's essentially standard, like creates a mechanism. Exactly. Standardized, declarative kind of configurations. And it's like a playbook, just deploy it. Now what there is between say a script like I'm, I have scripts, I can just automate scripts >>Or yes, this is where that declarative API and infrastructure as configuration comes in, right? Because scripts, yes you can automate scripts, but the order in which they run matters, right? They can break, things can break in the middle and, and sometimes you need to debug them. Whereas the declarative way is much more expressive and powerful. You just tell the system what you want and then the system kind of figures it out. And there are these things are controllers which will in the background reconcile all the state to converge towards your desire. It's a much more powerful, expressive and reliable way of getting things done. >>So infrastructure as configuration is built kind of on, it's a super set of infrastructures code because it's >>An evolution. >>You need edge's code, but then you can configure the code by just saying do it. You basically declaring saying Go, go do that. That's right. Okay, so, alright, so cloud native at scale, take me through your vision of what that means. Someone says, Hey, what does cloud native at scale mean? What's success look like? How does it roll out in the future as you, not future next couple years. I mean people are now starting to figure out, okay, it's not as easy as it sounds. Kubernetes has value. We're gonna hear this year at CubeCon a lot of this, what does cloud native at scale >>Mean? Yeah, there are different interpretations, but if you ask me, when people think of scale, they think of a large number of deployments, right? Geographies, many, you know, supporting thousands or tens or millions of, of users there, there's that aspect to scale. There's also an equally important a aspect of scale, which is also something that we try to address with Arran. And that is just complexity for the people operating this or configuring this, right? So in order to describe that desired state, and in order to perform things like maybe upgrades or updates on a very large scale, you want the humans behind that to be able to express and direct the system to do that in, in relatively simple terms, right? And so we want the tools and the abstractions and the mechanisms available to the user to be as powerful but as simple as possible. So there's, I think there's gonna be a number and there have been a number of CNCF and cloud native projects that are trying to attack that complexity problem as well. And Arlon kind of falls in in that >>Category. Okay, so I'll put you on the spot rogue, that CubeCon coming up and now this'll be shipping this segment series out before. What do you expect to see at this year? It's the big story this year. What's the, what's the most important thing happening? Is it in the open source community and also within a lot of the, the people jockeying for leadership. I know there's a lot of projects and still there's some white space in the overall systems map about the different areas get run time and there's ability in all these different areas. What's the, where's the action? Where, where's the smoke? Where's the fire? Where's the piece? Where's the tension? >>Yeah, so I think one thing that has been happening over the past couple of coupon and I expect to continue and, and that is the, the word on the street is Kubernetes is getting boring, right? Which is good, right? >>Boring means simple. >>Well, well >>Maybe, >>Yeah, >>Invisible, >>No drama, right? So, so the, the rate of change of the Kubernetes features and, and all that has slowed but in, in a, in a positive way. But there's still a general sentiment and feeling that there's just too much stuff. If you look at a stack necessary for hosting applications based on Kubernetes, there are just still too many moving parts, too many components, right? Too much complexity. I go, I keep going back to the complexity problem. So I expect Cube Con and all the vendors and the players and the startups and the people there to continue to focus on that complexity problem and introduce further simplifications to, to the stack. >>Yeah. Vic, you've had an storied career VMware over decades with them within 12 years with 14 years or something like that. Big number co-founder here a platform. I you's been around for a while at this game, man. We talked about OpenStack, that project we interviewed at one of their events. So OpenStack was the beginning of that, this new revolution. I remember the early days it was, it wasn't supposed to be an alternative to Amazon, but it was a way to do more cloud cloud native. I think we had a Cloud Aati team at that time. We would joke we, you know, about, about the dream. It's happening now, now at Platform nine. You guys have been doing this for a while. What's the, what are you most excited about as the chief architect? What did you guys double down on? What did you guys pivot from or two, did you do any pivots? Did you extend out certain areas? Cuz you guys are in a good position right now, a lot of DNA in Cloud native. What are you most excited about and what does Platform Nine bring to the table for customers and for people in the industry watching this? >>Yeah, so I think our mission really hasn't changed over the years, right? It's been always about taking complex open source software because open source software, it's powerful. It solves new problems, you know, every year and you have new things coming out all the time, right? Opens Stack was an example and then Kubernetes took the world by storm. But there's always that complexity of, you know, just configuring it, deploying it, running it, operating it. And our mission has always been that we will take all that complexity and just make it, you know, easy for users to consume regardless of the technology, right? So the successor to Kubernetes, you know, I don't have a crystal ball, but you know, you have some indications that people are coming up of new and simpler ways of running applications. There are many projects around there who knows what's coming next year or the year after that. But platform will a, platform nine will be there and we will, you know, take the innovations from the the community. We will contribute our own innovations and make all of those things very consumable to customers. >>Simpler, faster, cheaper. Exactly. Always a good business model technically to make that happen. Yes. Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into the scale. Final question before we depart this segment. What is at scale, how many clusters do you see that would be a watermark for an at scale conversation around an enterprise? Is it workloads we're looking at or, or clusters? How would you, Yeah, how would you describe that? When people try to squint through and evaluate what's a scale, what's the at scale kind of threshold? >>Yeah. And, and the number of clusters doesn't tell the whole story because clusters can be small in terms of the number of nodes or they can be large. But roughly speaking when we say, you know, large scale cluster deployments, we're talking about maybe hundreds, two thousands. >>Yeah. And final final question, what's the role of the hyperscalers? You got AWS continuing to do well, but they got their core ias, they got a PAs, they're not too too much putting a SaaS out there. They have some SaaS apps, but mostly it's the ecosystem. They have marketplaces doing, doing over $2 billion billions of transactions a year and, and it's just like, just sitting there. It hasn't really, they're now innovating on it, but that's gonna change ecosystems. What's the role the cloud play in the cloud need of its scale? >>The, the hyper squares? >>Yeah, yeah. A's Azure Google, >>You mean from a business perspective, they're, they have their own interests that, you know, that they're, they will keep catering to, they, they will continue to find ways to lock their users into their ecosystem of services and, and APIs. So I don't think that's gonna change, right? They're just gonna keep well, >>They got great performance. I mean, from a, from a hardware standpoint, yes. That's gonna be key, >>Right? Yes. I think the, the move from X 86 being the dominant way and platform to run workloads is changing, right? That, that, that, that, and I think the, the hyper skaters really want to be in the game in terms of, you know, the, the new risk and arm ecosystems, the platforms. >>Yeah. Not joking aside, Paul Morritz, when he was the CEO of VMware, when he took over once said, I remember our first year doing the cube. Oh the cloud is one big distributed computer. It's, it's hardware and you got software and you got middleware and he kinda over, well he's kind of tongue in cheek, but really you're talking about large compute and sets of services that is essentially a distributed computer. Yes, >>Exactly. >>It's, we're back in the same game. Thank you for coming on the segment. Appreciate your time. This is cloud native at scale special presentation with Platform nine. Really unpacking super cloud Arlon open source and how to run large scale applications on the cloud, cloud native develop for developers. And John Furrier with the cube. Thanks for Washington. We'll stay tuned for another great segment coming right up. Hey, welcome back everyone to Super Cloud 22. I'm John Fur, host of the Cuba here all day talking about the future of cloud. Where's it all going? Making it super multi-cloud is around the corner and public cloud is winning. Got the private cloud on premise and Edge. Got a great guest here, Vascar Gorde, CEO of Platform nine, just on the panel on Kubernetes. An enabler blocker. Welcome back. Great to have you on. >>Good to see you >>Again. So Kubernetes is a blocker enabler by, with a question mark I put on on there. Panel was really to discuss the role of Kubernetes. Now great conversation operations is impacted. What's just thing about what you guys are doing at Platform nine? Is your role there as CEO and the company's position, kind of like the world spun into the direction of Platform nine while you're at the helm, right? >>Absolutely. In fact, things are moving very well and since they came to us, it was an insight to call ourselves the platform company eight years ago, right? So absolutely whether you are doing it in public clouds or private clouds, you know, the application world is moving very fast in trying to become digital and cloud native. There are many options for you to run the infrastructure. The biggest blocking factor now is having a unified platform. And that's what where we come into >>Patrick, we were talking before we came on stage here about your background and we were kind of talking about the glory days in 2000, 2001 when the first ASPs application service providers came out. Kind of a SaaS vibe, but that was kind of all kind of cloud-like >>It wasn't, >>And web services started then too. So you saw that whole growth. Now, fast forward 20 years later, 22 years later, where we are now, when you look back then to here and all the different cycles, >>In fact, you know, as we were talking offline, I was in one of those ASPs in the year 2000 where it was a novel concept of saying we are providing a software and a capability as a service, right? You sign up and start using it. I think a lot has changed since then. The tooling, the tools, the technology has really skyrocketed. The app development environment has really taken off exceptionally well. There are many, many choices of infrastructure now, right? So I think things are in a way the same but also extremely different. But more importantly now for any company, regardless of size, to be a digital native, to become a digital company is extremely mission critical. It's no longer a nice to have everybody's in the journey somewhere. >>Everyone is going digital transformation here. Even on a so-called downturn recession that's upcoming inflations sea year. It's interesting. This is the first downturn, the history of the world where the hyperscale clouds have been pumping on all cylinders as an economic input. And if you look at the tech trends, GDPs down, but not tech. Nope. Cause pandemic showed everyone digital transformation is here and more spend and more growth is coming even in, in tech. So this is a unique factor which proves that that digital transformation's happening and company, every company will need a super cloud. >>Everyone, every company, regardless of size, regardless of location, has to become modernize their infrastructure. And modernizing infrastructure is not just some, you know, new servers and new application tools. It's your approach, how you're serving your customers, how you're bringing agility in your organization. I think that is becoming a necessity for every enterprise to survive. >>I wanna get your thoughts on Super Cloud because one of the things Dave Alon and I want to do with Super Cloud and calling it that was we, I, I personally, and I know Dave as well, he can, I'll speak from, he can speak for himself. We didn't like multi-cloud. I mean not because Amazon said don't call things multi-cloud, it just didn't feel right. I mean everyone has multiple clouds by default. If you're running productivity software, you have Azure and Office 365. But it wasn't truly distributed. It wasn't truly decentralized, it wasn't truly cloud enabled. It didn't, it felt like they're not ready for a market yet. Yet public clouds booming on premise. Private cloud and Edge is much more on, you know, more, More dynamic, more unreal. >>Yeah. I think the reason why we think Super cloud is a better term than multi-cloud. Multi-cloud are more than one cloud, but they're disconnected. Okay, you have a productivity cloud, you have a Salesforce cloud, you may have, everyone has an internal cloud, right? So, but they're not connected. So you can say, okay, it's more than one cloud. So it's, you know, multi-cloud. But super cloud is where you are actually trying to look at this holistically. Whether it is on-prem, whether it is public, whether it's at the edge, it's a store at the branch. You are looking at this as one unit. And that's where we see the term super cloud is more applicable because what are the qualities that you require if you're in a super cloud, right? You need choice of infrastructure, you need, but at the same time you need a single pan or a single platform for you to build your innovations on, regardless of which cloud you're doing it on, right? So I think Super Cloud is actually a more tightly integrated orchestrated management philosophy we think. >>So let's get into some of the super cloud type trends that we've been reporting on. Again, the purpose of this event is as a pilot to get the conversations flowing with, with the influencers like yourselves who are running companies and building products and the builders, Amazon and Azure are doing extremely well. Google's coming up in third Cloudworks in public cloud. We see the use cases on premises use cases. Kubernetes has been an interesting phenomenon because it's become from the developer side a little bit, but a lot of ops people love Kubernetes. It's really more of an ops thing. You mentioned OpenStack earlier. Kubernetes kind of came out of that open stack. We need an orchestration. And then containers had a good shot with, with Docker. They re pivoted the company. Now they're all in an open source. So you got containers booming and Kubernetes as a new layer there. >>What's, >>What's the take on that? What does that really mean? Is that a new defacto enabler? It >>Is here. It's for here for sure. Every enterprise somewhere in the journey is going on. And you know, most companies are, 70 plus percent of them have 1, 2, 3 container based, Kubernetes based applications now being rolled out. So it's very much here. It is in production at scale by many customers. And it, the beauty of it is yes, open source, but the biggest gating factor is the skill set. And that's where we have a phenomenal engineering team, right? So it's, it's one thing to buy a tool and >>Just be clear, you're a managed service for Kubernetes. >>We provide, provide a software platform for cloud acceleration as a service and it can run anywhere. It can run in public private. We have customers who do it in truly multi-cloud environments. It runs on the edge, it runs at this in stores about thousands of stores in a retailer. So we provide that and also for specific segments where data sovereignty and data residency are key regulatory reasons. We also un on-prem as an air gap version. Can >>You give an example on how you guys are deploying your platform to enable a super cloud experience for your customer? Right. >>So I'll give you two different examples. One is a very large networking company, public networking company. They have hundreds of products, hundreds of r and d teams that are building different, different products. And if you look at few years back, each one was doing it on a different platforms, but they really needed to bring the agility. And they worked with us now over three years where we are their build test dev pro platform where all their products are built on, right? And it has dramatically increased their agility to release new products. Number two, it actually is a light out operation. In fact, the customer says like, like the Maytag service person, cuz we provide it as a service and it barely takes one or two people to maintain it for them. >>So it's kinda like an SRE vibe. One person managing a >>Large 4,000 engineers building infrastructure >>On their tools, >>Whatever they want on their tools. They're using whatever app development tools they use, but they use our platform. What >>Benefits are they seeing? Are they seeing speed? >>Speed, definitely. Okay. Definitely they're speeding. Speed uniformity because now they're building able to build, so their customers who are using product A and product B are seeing a similar set of tools that are being used. >>So a big problem that's coming outta this super cloud event that we're, we're seeing and we heard it all here, ops and security teams. Cause they're kind of part of one thing, but option security specifically need to catch up speed wise. Are you delivering that value to ops and security? Right? >>So we, we work with ops and security teams and infrastructure teams and we layer on top of that. We have like a platform team. If you think about it, depending on where you have data centers, where you have infrastructure, you have multiple teams, okay, but you need a unified platform. Who's your buyer? Our buyer is usually, you know, the product divisions of companies that are looking at or the CTO would be a buyer for us functionally cio definitely. So it it's, it's somewhere in the DevOps to infrastructure. But the ideal one we are beginning to see now many large corporations are really looking at it as a platform and saying we have a platform group on which any app can be developed and it is run on any infrastructure. So the platform engineering teams. So >>You working two sides to that coin. You've got the dev side and then >>And then infrastructure >>Side. >>Okay. Another customer that I give an example, which I would say is kind of the edge of the store. So they have thousands of stores. Retail, retail, you know food retailer, right? They have thousands of stores that are on the globe, 50,000, 60,000. And they really want to enhance the customer experience that happens when you either order the product or go into the store and pick up your product or buy or browse or sit there. They have applications that were written in the nineties and then they have very modern AIML applications today. They want something that will not have to send an IT person to install a rack in the store or they can't move everything to the cloud because the store operations has to be local. The menu changes based on it's classic edge. It's classic edge, yeah. Right? They can't send it people to go install rack access servers then they can't sell software people to go install the software and any change you wanna put through that, you know, truck roll. So they've been working with us where all they do is they ship, depending on the size of the store, one or two or three little servers with instructions that >>You, you say little servers like how big one like a box, like a small little box, >>Right? And all the person in the store has to do like what you and I do at home and we get a, you know, a router is connect the power, connect the internet and turn the switch on. And from there we pick it up. >>Yep. >>We provide the operating system, everything and then the applications are put on it. And so that dramatically brings the velocity for them. They manage thousands of >>Them. True plug and play >>Two, plug and play thousands of stores. They manage it centrally. We do it for them, right? So, so that's another example where on the edge then we have some customers who have both a large private presence and one of the public clouds. Okay. But they want to have the same platform layer of orchestration and management that they can use regardless of the locations. >>So you guys got some success. Congratulations. Got some traction there. It's awesome. The question I want to ask you is that's come up is what is truly cloud native? Cuz there's lift and shift of the cloud >>That's not cloud native. >>Then there's cloud native. Cloud native seems to be the driver for the super cloud. How do you talk to customers? How do you explain when someone says what's cloud native, what isn't cloud native? >>Right. Look, I think first of all, the best place to look at what is the definition and what are the attributes and characteristics of what is truly a cloud native, is CNC foundation. And I think it's very well documented, very well. >>Tucan, of course Detroit's >>Coming so, so it's already there, right? So we follow that very closely, right? I think just lifting and shifting your 20 year old application onto a data center somewhere is not cloud native. Okay? You can't put to cloud, not you have to rewrite and redevelop your application in business logic using modern tools. Hopefully more open source and, and I think that's what Cloudnative is and we are seeing a lot of our customers in that journey. Now everybody wants to be cloudnative, but it's not that easy, okay? Because it's, I think it's first of all, skill set is very important. Uniformity of tools that there's so many tools there. Thousands and thousands of tools you could spend your time figuring out which tool to use. Okay? So I think the complexity is there, but the business benefits of agility and uniformity and customer experience are truly being done. >>And I'll give you an example, I don't know how clear native they are, right? And they're not a customer of ours, but you order pizzas, you do, right? If you just watch the pizza industry, how dominoes actually increase their share and mind share and wallet share was not because they were making better pizzas or not, I don't know anything about that, but the whole experience of how you order, how you watch what's happening, how it's delivered. There were a pioneer in it. To me, those are the kinds of customer experiences that cloud native can provide. >>Being agility and having that flow to the application changes what the expectations >>Are >>For the customer. Customer, >>The customer's expectations change, right? Once you get used to a better customer experience, you learn. >>That's to wrap it up. I wanna just get your perspective again. One of the benefits of chatting with you here and having you part of the Super Cloud 22 is you've seen many cycles, you have a lot of insights. I want to ask you, given your career where you've been and what you've done and now let's CEO platform nine, how would you compare what's happening now with other inflection points in the industry? And you've been, again, you've been an entrepreneur, you sold your company to Oracle, you've been seeing the big companies, you've seen the different waves. What's going on right now put into context this moment in time around Super Cloud. >>Sure. I think as you said, a lot of battles. CARSs being been in an asb, being in a real time software company, being in large enterprise software houses and a transformation. I've been on the app side, I did the infrastructure right and then tried to build our own platforms. I've gone through all of this myself with lot of lessons learned in there. I think this is an event which is happening now for companies to go through to become cloud native and digitalize. If I were to look back and look at some parallels of the tsunami that's going on is a couple of paddles come to me. One is, think of it, which was forced to honors like y2k. Everybody around the world had to have a plan, a strategy, and an execution for y2k. I would say the next big thing was e-commerce. I think e-commerce has been pervasive right across all industries. >>And disruptive. >>And disruptive, extremely disruptive. If you did not adapt and adapt and accelerate your e-commerce initiative, you were, it was an existence question. Yeah. I think we are at that pivotal moment now in companies trying to become digital and cloudnative. You know, that is what I see >>Happening there. I think that that e-commerce is interesting and I think just to riff with you on that is that it's disrupting and refactoring the business models. I think that is something that's coming out of this is that it's not just completely changing the gain, it's just changing how you operate, >>How you think and how you operate. See, if you think about the early days of e-commerce, just putting up a shopping cart that made you an e-commerce or e retailer or an e e e customer, right? Or so. I think it's the same thing now is I think this is a fundamental shift on how you're thinking about your business. How are you gonna operate? How are you gonna service your customers? I think it requires that just lift and shift is not gonna work. >>Nascar, thank you for coming on, spending the time to come in and share with our community and being part of Super Cloud 22. We really appreciate, we're gonna keep this open. We're gonna keep this conversation going even after the event, to open up and look at the structural changes happening now and continue to look at it in the open in the community. And we're gonna keep this going for, for a long, long time as we get answers to the problems that customers are looking for with cloud cloud computing. I'm Sean Fur with Super Cloud 22 in the Cube. Thanks for watching. >>Thank you. Thank you. >>Hello and welcome back. This is the end of our program, our special presentation with Platform nine on cloud native at scale, enabling the super cloud. We're continuing the theme here. You heard the interviews Super Cloud and its challenges, new opportunities around solutions around like Platform nine and others with Arlon. This is really about the edge situations on the internet and managing the edge multiple regions, avoiding vendor lock in. This is what this new super cloud is all about. The business consequences we heard and and the wide ranging conversations around what it means for open source and the complexity problem all being solved. I hope you enjoyed this program. There's a lot of moving pieces and things to configure with cloud native install, all making it easier for you here with Super Cloud and of course Platform nine contributing to that. Thank you for watching.

Published Date : Oct 19 2022

SUMMARY :

So enjoy the program, see you soon. a lot different, but kind of the same as the first generation. And so you gotta rougher and it kind of coming together, but you also got this idea of regions, So I think, you know, in in the context of this, the, Can you scope the scale of the problem? And I think, you know, I I like to call it, you know, And that is just, you know, one example of an issue that happens. you know, you see some, you know, some experimentation. which is, you know, you have your perfectly written code that is operating just fine on your And so as you give that change to then run at your production edge location, And you guys have a solution you're launching, Can you share what So what alarm lets you do in a in terms of the chaos you guys are reigning in. And if you look at the logo we've designed, So keeping it smooth, the assembly on things are flowing. Because developers, you know, there is, the developers are responsible for one picture of So the DevOps is the cloud native developer. And so online addresses that problem at the heart of it, and it does that using So I'm assuming you have that thought through, can you share open source and commercial relationship? products starting all the way with fi, which was a serverless product, you know, that we had built to buy, but also actually kind of date the application, if you will. I think one is just, you know, this, this, this cloud native space is so vast I have to ask you now, let's get into what's in it for the customer. And so, and there's multiple, you know, enterprises that we talk to, shared that this is a major challenge we have today because we have, you know, I'm an enterprise, I got tight, you know, I love the open source trying to It's created by folks that are as part of Intuit team now, you know, And the customer said, If you had it today, I would've purchased it. So next question is, what is the solution to the customer? So I think, you know, one of the core tenets of Platform nine has always been that And now they have management challenges. Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and reconfigure That's right. And alon by the way, also helps in that direction, but you also need I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? And so this really gives them, you know, the right tooling for But this is a key point, and I have to ask you because if this Arlo solution of challenges, and those are the pain points, which is, you know, if you're looking to reduce your, not where it used to be supporting the business, you know, that, you know, that the, the technology that's, you know, that's gonna drive your top line is If all the things happen the way we want 'em to happen, The magic wand, the magic dust, he's running that at a nimble, nimble team size of at the most, Taking care of, and the CIO doesn't exist. Thank you for your time. Thanks for having of Platform nine b. Great to see you Cube alumni. And now the Kubernetes layer that we've been working on for years is Exactly. you know, the new Arlon, our R lawn you guys just launched, you know, do step A, B, C, and D instead with Kubernetes, I mean now with open source, so popular, you don't have to have to write a lot of code. you know, the emergence of systems and layers to help you manage that complexity is becoming That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is the new breed, the trend of SaaS you know, you think you have things under control, but some people from various teams will make changes here in the industry technical, how would you look at the super cloud trend that's emerging? the way I interpret that is, you know, clouds and infrastructure, It's IBM's, you know, connection for the internet at the, this layer that has simplified, you know, computing and, the physics and the, the atoms, the pro, you know, this is where the innovation, all the variations around and you know, compute storage networks the DevOps engineers, they get a a ways to So how do you guys look at the workload side of it? like K native, where you can express your application in more at a higher level, It's coming like an EC two instance, spin up a cluster. And then you can stamp out your app, your applications and your clusters and manage them And it's like a playbook, just deploy it. You just tell the system what you want and then You need edge's code, but then you can configure the code by just saying do it. And that is just complexity for the people operating this or configuring this, What do you expect to see at this year? If you look at a stack necessary for hosting We would joke we, you know, about, about the dream. So the successor to Kubernetes, you know, I don't Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into But roughly speaking when we say, you know, They have some SaaS apps, but mostly it's the ecosystem. you know, that they're, they will keep catering to, they, they will continue to find I mean, from a, from a hardware standpoint, yes. terms of, you know, the, the new risk and arm ecosystems, It's, it's hardware and you got software and you got middleware and he kinda over, Great to have you on. What's just thing about what you guys are doing at Platform nine? clouds, you know, the application world is moving very fast in trying to Patrick, we were talking before we came on stage here about your background and we were kind of talking about the glory days So you saw that whole growth. In fact, you know, as we were talking offline, I was in one of those And if you look at the tech trends, GDPs down, but not tech. some, you know, new servers and new application tools. you know, more, More dynamic, more unreal. So it's, you know, multi-cloud. the purpose of this event is as a pilot to get the conversations flowing with, with the influencers like yourselves And you know, most companies are, 70 plus percent of them have 1, 2, 3 container It runs on the edge, You give an example on how you guys are deploying your platform to enable a super And if you look at few years back, each one was doing So it's kinda like an SRE vibe. Whatever they want on their tools. to build, so their customers who are using product A and product B are seeing a similar set Are you delivering that value to ops and security? Our buyer is usually, you know, the product divisions of companies You've got the dev side and then enhance the customer experience that happens when you either order the product or go into And all the person in the store has to do like And so that dramatically brings the velocity for them. of the public clouds. So you guys got some success. How do you explain when someone says what's cloud native, what isn't cloud native? is the definition and what are the attributes and characteristics of what is truly a cloud native, Thousands and thousands of tools you could spend your time figuring I don't know anything about that, but the whole experience of how you order, For the customer. Once you get used to a better customer experience, One of the benefits of chatting with you here and been on the app side, I did the infrastructure right and then tried to build our If you did not adapt and adapt and accelerate I think that that e-commerce is interesting and I think just to riff with you on that is that it's disrupting How are you gonna service your Nascar, thank you for coming on, spending the time to come in and share with our community and being part of Thank you. I hope you enjoyed this program.

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Bich Le, Platform9 Cloud Native at Scale


 

>>Welcome back everyone, to the special presentation of Cloud Native at scale, the Cube and Platform nine special presentation going in and digging into the next generation super cloud infrastructure as code and the future of application development. We're here with Bickley, who's the chief architect and co-founder of Platform nine Pick. Great to see you Cube alumni. We, we met at an OpenStack event in about eight years ago, or well later, earlier when OpenStack was going. Great to see you and great to see congratulations on the success of Platform nine. Thank >>You very much. >>Yeah. You guys have been at this for a while and this is really the, the, the year we're seeing the, the crossover of Kubernetes because of what happens with containers. Everyone now has realized, and you've seen what Docker's doing with the new docker, the open source, Docker now just the success of containerization, right? And now the Kubernetes layer that we've been working on for years is coming, Bearing fruit. This is huge. >>Exactly. Yes. >>And so as infrastructures code comes in, we talked to Basco talking about Super Cloud. I met her about, you know, the new Arlon, our R lawn, and you guys just launched the infrastructures code is going to another level, and then it's always been DevOps infrastructures code. That's been the ethos that's been like from day one, developers just code. Then you saw the rise of serverless and you see now multi-cloud or on the horizon. Connect the dots for us. What is the state of infrastructures code today? >>So I think, I think I'm, I'm glad you mentioned it. Everybody or most people know about infrastructures code, but with Kubernetes, I think that project has evolved at the concept even further. And these dates, it's infrastructure is configuration, right? So, which is an evolution of infrastructure as code. So instead of telling the system, here's how I want my infrastructure by telling it, you know, do step A, B, C, and D. Instead, with Kubernetes you can describe your desired state declaratively using things called manifest resources. And then the system kind of magically figures it out and tries to converge the state towards the one that you specified. So I think it's, it's a even better version of infrastructures code. Yeah, >>Yeah. And that really means it developer just accessing resources. Okay, not clearing, Okay, give me some compute. Stand me up some, Turn the lights on, turn 'em off, turn 'em on. That's kind of where we see this going. And I like the configuration piece. Some people say composability, I mean, now with open source, so popular, you don't have to have to write a lot of code, this code being developed. And so it's integration, it's configuration. These are areas that we're starting to see computer science principles around automation, machine learning, assisting open source. Cuz you've got a lot of code that's right in hearing software, supply chain issues. So infrastructure as code has to factor in these, these new dynamics. Can you share your opinion on these new dynamics of, as open source grows, the glue layers, the configurations, the integration, what are the core issues? >>I think one of the major core issues is with all that power comes complexity, right? So, you know, despite its expressive power systems like Kubernetes and declarative APIs let you express a lot of complicated and complex stacks, right? But you're dealing with hundreds if not thousands of these yamo files or resources. And so I think, you know, the emergence of systems and layers to help you manage that complexity is becoming a key challenge and opportunity in, in this space. The that's, >>I wrote a LinkedIn post today was comments about, you know, hey, enterprise is a new breed. The trend of SaaS companies moving our consumer comp consumer-like thinking into the enterprise has been happening for a long time, but now more than ever, you're seeing it the old way used to be solve complexity with more complexity and then lock the customer in. Now with open source, it's speed, simplification and integration, right? These are the new dynamic power dynamics for developers. Yeah. So as companies are starting to now deploy and look at Kubernetes, what are the things that need to be in place? Because you have some, I won't say technical debt, but maybe some shortcuts, some scripts here that make it look like infrastructure is code. People have done some things to simulate or or make infrastructure as code happen. Yes. But to do it at scale Yes. Is harder. What's your take on this? What's your view? >>It's hard because there's a per proliferation of methods, tools, technologies. So for example, today it's very common for DevOps and platform engineering tools, I mean, sorry, teams to have to deploy a large number of Kubernetes clusters, but then apply the applications and configurations on top of those clusters. And they're using a wide range of tools to do this, right? For example, maybe Ansible or Terraform or bash scripts to bring up the infrastructure and then the clusters. And then they may use a different set of tools such as Argo CD or other tools to apply configurations and applications on top of the clusters. So you have this sprawl of tools. You, you also have this sprawl of configurations and files because the more objects you're dealing with, the more resources you have to manage. And there's a risk of drift that people call that where, you know, you think you have things under control, but some people from various teams will make changes here and there and then before the end of the day systems break and you have no idea of tracking them. So I think there's real need to kind of unify, simplify, and try to solve these problems using a smaller, more unified set of tools and methodologies. And that's something that we try to do with this new project. Arlon. >>Yeah. So, so we're gonna get into Arlan in a second. I wanna get into the why Arlon. You guys announced that at our GoCon, which was put on here in Silicon Valley at the computer by, in two, where they had their own little day over there at their headquarters. But before we get there, Bacar, your CEO came on and he talked about Super Cloud at our in aural event. What's your definition of super cloud? If you had to kind of explain that to someone at a cocktail party or someone in the industry technical, how would you look at the super cloud trend that's emerging? It's become a thing. What's your, what would be your contribution to that definition or the narrative? >>Well, it's, it's, it's funny because I've actually heard of the term for the first time today, speaking to you earlier today. But I think based on what you said, I I already get kind of some of the, the gist and the, the main concepts. It seems like super cloud, the way I interpret that is, you know, clouds and infrastructure, programmable infrastructure, all of those things are becoming commodity in a way. And everyone's got their own flavor, but there's a real opportunity for people to solve real business problems by perhaps trying to abstract away, you know, all of those various implementations and then building better abstractions that are perhaps business or application specific to help companies and businesses solve real business problems. >>Yeah, I remember that's a great, great definition. I remember, not to date myself, but back in the old days, you know, IBM had a proprietary network operating system. So the deck for the mini computer vendors, deck net and SNA respectively. But T C P I P came out of the osi, the open systems interconnect and remember, ethernet beat token ring out. So not to get all nerdy for all the young kids out there, look, just look up token ring, you'll see, you've probably never heard of it. It's IBM's, you know, connection for the internet at the, the layer two is Amazon, the ethernet, right? So if T C P I P could be the Kubernetes and the container abstraction that made the industry completely change at that point in history. So at every major inflection point where there's been serious industry change and wealth creation and business value, there's been an abstraction Yes. Somewhere. Yes. What's your reaction to that? >>I think this is, I think a saying that's been heard many times in this industry and, and I forgot who originated it, but I think the saying goes like, there's no problem that can't be solved with another layer of indirection, right? And we've seen this over and over and over again where Amazon and its peers have inserted this layer that has simplified, you know, computing and, and infrastructure management. And I believe this trend is going to continue, right? The next set of problems are going to be solved with these insertions of additional abstraction layers. I think that that's really a, yeah, >>It's >>Gonna >>Continue. It's interesting. I just, when I wrote another post today on LinkedIn called the Silicon Wars AMD stock is down arm has been on a rise. We've remember pointing for many years now, that arm's gonna be hugely, it has become true. If you look at the success of the infrastructure as a service layer across the clouds, Azure, aws, Amazon's clearly way ahead of everybody. The stuff that they're doing with the silicon and the physics and the, the atoms, the pro, you know, this is where the innovation, they're going so deep and so strong at ISAs, the more that they get that gets come on, they have more performance. So if you're an app developer, wouldn't you want the best performance and you'd wanna have the best abstraction layer that gives you the most ability to do infrastructures, code or infrastructure for configuration, for provisioning, for managing services. And you're seeing that today with service MeSHs, a lot of action going on in the service mesh area in in this community of, of co con, which will be a covering. So that brings up the whole what's next? You guys just announced our lawn at ar GoCon, which came out of Intuit. We've had Mariana Tessel at our super cloud event. She's the cto, you know, they're all in the cloud. So they contributed that project. Where did Arlon come from? What was the origination? What's the purpose? Why our lawn, why this announcement? >>Yeah, so the, the inception of the project, this was the result of us realizing that problem that we spoke about earlier, which is complexity, right? With all of this, these clouds, these infrastructure, all the variations around and, you know, compute storage networks and the proliferation of tools we talked about the Ansibles and Terraforms and Kubernetes itself, you can think of that as another tool, right? We saw a need to solve that complexity problem, and especially for people and users who use Kubernetes at scale. So when you have, you know, hundreds of clusters, thousands of applications, thousands of users spread out over many, many locations, there, there needs to be a system that helps simplify that management, right? So that means fewer tools, more expressive ways of describing the state that you want and more consistency. And, and that's why, you know, we built Arlan and we built it recognizing that many of these problems or sub problems have already been solved. So Arlon doesn't try to reinvent the wheel, it instead rests on the shoulders of several giants, right? So for example, Kubernetes is one building block, GI ops, and Argo CD is another one, which provides a very structured way of applying configuration. And then we have projects like cluster API and cross plane, which provide APIs for describing infrastructure. So arlon takes all of those building blocks and builds a thin layer, which gives users a very expressive way of defining configuration and desired state. So that's, that's kind of the inception of, >>And what's the benefit of that? What does that give the, what does that give the developer, the user, in this case, >>The developers, the, the platform engineer, team members, the DevOps engineers, they get a a ways to provision not just infrastructure and clusters, but also applications and configurations. They get a way, a system for provisioning, configuring, deploying, and doing life cycle management in a, in a much simpler way. Okay. Especially as I said, if you're dealing with a large number of applications. >>So it's like an operating fabric, if you will. Yes. For them. Okay, So let's get into what that means for up above and below the, the, this abstraction or thin layer below as the infrastructure. We talked a lot about what's going on below that. Yeah. Above our workloads. At the end of the day, you know, I talk to CXOs and IT folks that, that are now DevOps engineers. They care about the workloads and they want the infrastructure's code to work. They wanna spend their time getting in the weeds, figuring out what happened when someone made a push that that happened or something happened. They need observability and they need to, to know that it's working. That's right. And here's my workloads running effectively. So how do you guys look at the workload side of it? Cuz now you have multiple workloads on these fabric, right? >>So workloads, so Kubernetes has defined kind of a standard way to describe workloads. And you can, you know, tell Kubernetes, I want to run this container this particular way, or you can use other projects that are in the Kubernetes cloud native ecosystem, like K native, where you can express your application in more at a higher level, right? But what's also happening is in addition to the workloads, DevOps and platform engineering teams, they need to very often deploy the applications with the clusters themselves. Clusters are becoming this commodity. It's, it's becoming this host for the application and it kind of comes bundled with it. In many cases, it's like an appliance, right? So DevOps teams have to provision clusters at a really incredible rate and they need to tear them down. Clusters are becoming more, >>It's coming like an EC two instance, spin up a cluster. We've heard people used words like that. That's >>Right. And before arlon, you kind of had to do all of that using a different set of tools as, as I explained. So with Arlon you can kind of express everything together. You can say, I want a cluster with a health monitoring stack and a logging stack and this ingress controller and I want these applications and these security policies. You can describe all of that using something we call a profile. And then you can stamp out your app, your applications, and your clusters and manage them in a very, So >>It's essentially standard, like creates a mechanism. Exactly. Standardized, declarative kind of configurations. And it's like a playbook, deploy it. Now what's there is between say a script like I have scripts, I can just automate scripts >>Or yes, this is where that declarative API and infrastructures configuration comes in, right? Because scripts, yes, you can automate scripts, but the order in which they run matters, right? They can break, things can break in the middle and, and sometimes you need to debug them. Whereas the declarative way is much more expressive and powerful. You just tell the system what you want and then the system kind of figures it out. And there are these things about controllers, which will in the background reconcile all the state to converge towards your desire. It's a much more powerful, expressive and reliable way of getting things done. >>So infrastructure has configuration is built kind of on its super set of infrastructures code because it's an evolution. You need edge retro's code, but then you can configure the code by just saying do it. You basically declaring it saying Go, go do that. That's right. Okay, So, all right, so Cloudnative at scale, take me through your vision of what that means. Someone says, Hey, what does cloudnative at scale mean? What's success look like? How does it roll out in the future as you, not future next couple years? I mean, people are now starting to figure out, okay, it's not as easy as it sounds. Kubernetes has value. We're gonna hear this year at co con a lot of this, what does cloud native at scale >>Mean? Yeah, there are different interpretations, but if you ask me, when people think of scale, they think of a large number of deployments, right? Geographies, many, you know, supporting thousands or tens or millions of, of users. There, there's that aspect to scale. There's also an equally important a aspect of scale, which is also something that we, we try to address with Arlan. And that is just complexity for the people operating this or configuring this, right? So in order to describe that desired state, and in order to perform things like maybe upgrades or updates on a very large scale, you want the humans behind that to be able to express and direct the system to do that in, in relatively simple terms, right? And so we want the tools and the abstractions and the mechanisms available to the user to be as powerful but as simple as possible. So there's, I think there's gonna be a number and there have been a number of CNCF and cloud native projects that are trying to attack that complexity problem as well. And Arlon kind of falls in in that >>Category. Okay, So I'll put you on the spot road that Coan coming up, and obviously this will be shipping this segment series out before. What do you expect to see at Coan this year? What's the big story this year? What's the, what's the most important thing happening? Is it in the open source community and also within a lot of the, the people jocking for leadership. I know there's a lot of projects and still there's some white space in the overall systems map about the different areas get run time and there's their ability in all these different areas. What's the, where's the action? Where, where's the smoke? Where's the fire? Where's the piece? Where's the tension? >>Yeah, so I think one thing that has been happening over the past couple of cub cons and I expect to continue, and, and that is the, the word on the street is Kubernetes is getting boring, right? Which is good, right? >>Boring means simple. >>Well, well >>Maybe, >>Yeah, >>Invisible, >>No drama, right? So, so the, the rate of change of the Kubernetes features and, and all that has slowed, but in, in a, in a positive way. But there's still a general sentiment and feeling that there's just too much stuff. If you look at a stack necessary for hosting applications based on Kubernetes, there're just still too many moving parts, too many components, right? Too much complexity. I go, I keep going back to the complexity problem. So I expect Cube Con and all the vendors and the players and the startups and the people there to continue to focus on that complexity problem and introduce further simplifications to, to the stack. Yeah. >>B, you've had a storied career VMware over decades with them, obviously with 12 years, with 14 years or something like that. Big number. Co-founder here, a platform. Now you guys been around for a while at this game. We, man, we talked about OpenStack, that project you, we interviewed at one of their events. So OpenStack was the beginning of that, this new revolution. And I remember the early days it was, it wasn't supposed to be an alternative to Amazon, but it was a way to do more cloud cloud native. I think we had a cloud a Rod team at that time. We to joke we, you know, about, about the dream. It's happening now, now at Platform nine. You guys have been doing this for a while. What's the, what are you most excited about as the chief architect? What did you guys double down on? What did you guys pivot from or two, did you do any pivots? Did you extend out certain areas? Cuz you guys are in a good position right now, a lot of DNA in Cloud native. What are you most excited about and what does Platform nine bring to the table for customers and for people in the industry watching this? >>Yeah, so I think our mission really hasn't changed over the years, right? It's been always about taking complex open source software because open source software, it's powerful. It solves new problems, you know, every year and you have new things coming out all the time, right? OpenStack was an example where the Kubernetes took the world by storm. But there's always that complexity of, you know, just configuring it, deploying it, running it, operating it. And our mission has always been that we will take all that complexity and just make it, you know, easy for users to consume regardless of the technology, right? So the successor to Kubernetes, you know, I don't have a crystal ball, but you know, you have some indications that people are coming up of new and simpler ways of running applications. There are many projects around there who knows what's coming next year or the year after that. But platform will a, platform nine will be there and we will, you know, take the innovations from the, the, the community. We will contribute our own innovations and make all of those things very consumable to customers. >>Simpler, faster, cheaper. Exactly. Always a good business model technically to make that happen. Yeah, I think the reigning in the chaos is key, you know, Now we have now visibility into the scale. Final question before we depart this segment. What is at scale, how many clusters do you see that would be a, a watermark for an at scale conversation around an enterprise? Is it workloads we're looking at or, or clusters? How would you Yeah, how would you describe that? When people try to squint through and evaluate what's a scale, what's the at scale kind of threshold? >>Yeah. And, and the number of clusters doesn't tell the whole story because clusters can be small in terms of the number of nodes or they can be large. But roughly speaking when we say, you know, large scale cluster deployments, we're talking about maybe hundreds, two thousands. >>Yeah. And final final question, what's the role of the hyperscalers? You got AWS continuing to do well, but they got their core ias, they got a PAs, they're not too too much putting a SaaS out there. They have some SaaS apps, but mostly it's the ecosystem. They have marketplaces doing over $2 billion tran billions of transactions a year and, and it's just like, just sitting there. It hasn't really, they're now innovating on it, but that's gonna change ecosystems. What's the role the cloud play in the cloud need of its scale? >>The, the hyperscalers? >>Yeah. A's Azure, Google >>You mean from a business perspective, technical, they're, they have their own interests that, you know, that they're, they will keep catering to, they, they will continue to find ways to lock their users into their ecosystem of services and, and APIs. So I don't think that's gonna change, right? They're just gonna keep >>Well, they got great I performance, I mean from a, from a hardware standpoint, yes. That's gonna be key, right? >>Yes. I think the, the move from X 86 being the dominant way and platform to run workloads is changing, right? That, that, that, that, and I think the, the hyperscalers really want to be in the game in terms of, you know, the, the new risk and arm ecosystems and, and platforms. >>Yeah. Not joking aside, Paul Morritz, when he was the CEO of VMware, when he took over once said, and I remember our first year doing the cube, Oh, the cloud is one big distributed computer. It's, it's hardware and you got software and you got middleware and he kind of over, well he's kind of tongue in cheek, but really you're talking about large compute and sets of services that is essentially a distributed computer. >>Yes, >>Exactly. It's, we're back in the same game. Vic, thank you for coming on the segment. Appreciate your time. This is cloud native at scale special presentation with Platform nine. Really unpacking super Cloud Arlon open source and how to run large scale applications on the cloud. Cloud Native Phil for developers and John Furrier with the cube. Thanks for Washington. We'll stay tuned for another great segment coming right up.

Published Date : Oct 18 2022

SUMMARY :

Great to see you and great to see congratulations on the success And now the Kubernetes layer that we've been working on for years is Exactly. you know, the new Arlon, our R lawn, and you guys just launched the So I think, I think I'm, I'm glad you mentioned it. I mean, now with open source, so popular, you don't have to have to write a lot of code, you know, the emergence of systems and layers to help you manage that complexity is becoming I wrote a LinkedIn post today was comments about, you know, hey, enterprise is a new breed. So you have this sprawl of tools. in the industry technical, how would you look at the super cloud trend that's emerging? the way I interpret that is, you know, clouds and infrastructure, It's IBM's, you know, connection for the internet at the, this layer that has simplified, you know, computing and, the physics and the, the atoms, the pro, you know, this is where the innovation, the state that you want and more consistency. the DevOps engineers, they get a a ways to At the end of the day, you know, And you can, you know, tell Kubernetes, It's coming like an EC two instance, spin up a cluster. So with Arlon you can kind of express everything And it's like a playbook, deploy it. tell the system what you want and then the system kind of figures You need edge retro's code, but then you can configure the code by just saying do it. And that is just complexity for the people operating this or configuring this, What do you expect to see at Coan this year? If you look at a stack necessary for hosting We to joke we, you know, about, about the dream. So the successor to Kubernetes, you know, I don't Yeah, I think the reigning in the chaos is key, you know, Now we have now visibility into But roughly speaking when we say, you know, What's the role the you know, that they're, they will keep catering to, they, they will continue to find right? terms of, you know, the, the new risk and arm ecosystems It's, it's hardware and you got software and you got middleware and he kind of over, Vic, thank you for coming on the segment.

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Platform9, Cloud Native at Scale


 

>>Hello, welcome to the Cube here in Palo Alto, California for a special presentation on Cloud native at scale, enabling super cloud modern applications with Platform nine. I'm John Furr, your host of The Cube. We had a great lineup of three interviews we're streaming today. Meor Ma Makowski, who's the co-founder and VP of Product of Platform nine. She's gonna go into detail around Arlon, the open source products, and also the value of what this means for infrastructure as code and for cloud native at scale. Bickley the chief architect of Platform nine Cube alumni. Going back to the OpenStack days. He's gonna go into why Arlon, why this infrastructure as code implication, what it means for customers and the implications in the open source community and where that value is. Really great wide ranging conversation there. And of course, Vascar, Gort, the CEO of Platform nine, is gonna talk with me about his views on Super Cloud and why Platform nine has a scalable solutions to bring cloudnative at scale. So enjoy the program. See you soon. Hello everyone. Welcome to the cube here in Palo Alto, California for special program on cloud native at scale, enabling next generation cloud or super cloud for modern application cloud native developers. I'm John Furry, host of the Cube. A pleasure to have here, me Makoski, co-founder and VP of product at Platform nine. Thanks for coming in today for this Cloudnative at scale conversation. Thank >>You for having me. >>So Cloudnative at scale, something that we're talking about because we're seeing the, the next level of mainstream success of containers Kubernetes and cloud native develop, basically DevOps in the C I C D pipeline. It's changing the landscape of infrastructure as code, it's accelerating the value proposition and the super cloud as we call it, has been getting a lot of traction because this next generation cloud is looking a lot different, but kind of the same as the first generation. What's your view on super cloud as it fits to cloud native as scales up? >>Yeah, you know, I think what's interesting, and I think the reason why Super Cloud is a really good, in a really fit term for this, and I think, I know my CEO was chatting with you as well, and he was mentioning this as well, but I think there needs to be a different term than just multi-cloud or cloud. And the reason is because as cloud native and cloud deployments have scaled, I think we've reached a point now where instead of having the traditional data center style model where you have a few large distributions of infrastructure and workload at a few locations, I think the model is kind of flipped around, right? Where you have a large number of microsites, these microsites could be your public cloud deployment, your private on-prem infrastructure deployments, or it could be your edge environment, right? And every single enterprise, every single industry is moving in that direction. And so you gotta rougher that with a terminology that, that, that indicates the scale and complexity of it. And so I think supercloud is a, is an appropriate term for that. >>So you brought a couple of things I want to dig into. You mentioned edge nodes. We're seeing not only edge nodes being the next kind of area of innovation, mainly because it's just popping up everywhere. And that's just the beginning. Wouldn't even know what's around the corner. You got buildings, you got iot, ot, and IT kind of coming together, but you also got this idea of regions, global infras infrastructures, big part of it. I just saw some news around CloudFlare shutting down a site here. There's policies being made at scale, These new challenges there. Can you share because you can have edge. So hybrid cloud is a winning formula. Everybody knows that it's a steady state. Yeah. But across multiple clouds brings in this new un engineered area, yet it hasn't been done yet. Spanning clouds. People say they're doing it, but you start to see the toe in the water, it's happening, it's gonna happen. It's only gonna get accelerated with the edge and beyond globally. So I have to ask you, what is the technical challenges in doing this? Because there's something business consequences as well, but there are technical challenges. Can you share your view on what the technical challenges are for the super cloud or across multiple edges and regions? >>Yeah, absolutely. So I think, you know, in in the context of this, the, this, this term of super cloud, I think it's sometimes easier to visualize things in terms of two access, right? I think on one end you can think of the scale in terms of just pure number of nodes that you have deploy a number of clusters in the Kubernetes space. And then on the other axis you would have your distribution factor, right? Which is, do you have these tens of thousands of nodes in one site or do you have them distributed across tens of thousands of sites with one node at each site? Right? And if you have just one flavor of this, there is enough complexity, but potentially manageable. But when you are expanding on both these access, you really get to a point where that scale really needs some well thought out, well structured solutions to address it, right? A combination of homegrown tooling along with your, you know, favorite distribution of Kubernetes is not a strategy that can help you in this environment. It may help you when you have one of this or when you, when you scale, is not at the level. >>Can you scope the complexity? Because I mean, I hear a lot of moving parts going on there, the technology's also getting better. We we're seeing cloud native become successful. There's a lot to configure, there's a lot to install. Can you scope the scale of the problem? Because we're talking about at scale Yep. Challenges here. Yeah, >>Absolutely. And I think, you know, I I like to call it, you know, the, the, the problem that the scale creates, you know, there's various problems, but I think one, one problem, one way to think about it is, is, you know, it works on my cluster problem, right? So I, you know, I come from engineering background and there's a, you know, there's a famous saying between engineers and QA and the support folks, right? Which is, it works on my laptop, which is I tested this chain, everything was fantastic, it worked flawlessly on my machine, on production, It's not working. The exact same problem now happens and these distributed environments, but at massive scale, right? Which is that, you know, developers test their applications, et cetera within the sanctity of their sandbox environments. But once you expose that change in the wild world of your production deployment, right? >>And the production deployment could be going at the radio cell tower at the edge location where a cluster is running there, or it could be sending, you know, these applications and having them run at my customer site where they might not have configured that cluster exactly the same way as I configured it, or they configured the cluster, right? But maybe they didn't deploy the security policies, or they didn't deploy the other infrastructure plugins that my app relies on. All of these various factors are their own layer of complexity. And there really isn't a simple way to solve that today. And that is just, you know, one example of an issue that happens. I think another, you know, whole new ball game of issues come in the context of security, right? Because when you are deploying applications at scale in a distributed manner, you gotta make sure someone's job is on the line to ensure that the right security policies are enforced regardless of that scale factor. So I think that's another example of problems that occur. >>Okay. So I have to ask about scale, because there are a lot of multiple steps involved when you see the success of cloud native. You know, you see some, you know, some experimentation. They set up a cluster, say it's containers and Kubernetes, and then you say, Okay, we got this, we can figure it. And then they do it again and again, they call it day two. Some people call it day one, day two operation, whatever you call it. Once you get past the first initial thing, then you gotta scale it. Then you're seeing security breaches, you're seeing configuration errors. This seems to be where the hotspot is in when companies transition from, I got this to, Oh no, it's harder than I thought at scale. Can you share your reaction to that and how you see this playing out? >>Yeah, so, you know, I think it's interesting. There's multiple problems that occur when, you know, the two factors of scale, as we talked about, start expanding. I think one of them is what I like to call the, you know, it, it works fine on my cluster problem, which is back in, when I was a developer, we used to call this, it works on my laptop problem, which is, you know, you have your perfectly written code that is operating just fine on your machine, your sandbox environment. But the moment it runs production, it comes back with p zeros and pos from support teams, et cetera. And those issues can be really difficult to triage us, right? And so in the Kubernetes environment, this problem kind of multi folds, it goes, you know, escalates to a higher degree because you have your sandbox developer environments, they have their clusters and things work perfectly fine in those clusters because these clusters are typically handcrafted or a combination of some scripting and handcrafting. >>And so as you give that change to then run at your production edge location, like say your radio cell tower site, or you hand it over to a customer to run it on their cluster, they might not have not have configured that cluster exactly how you did, or they might not have configured some of the infrastructure plugins. And so the things don't work. And when things don't work, triaging them becomes nightmarishly hard, right? It's just one of the examples of the problem, another whole bucket of issues is security, which is, is you have these distributed clusters at scale, you gotta ensure someone's job is on the line to make sure that these security policies are configured properly. >>So this is a huge problem. I love that comment. That's not not happening on my system. It's the classic, you know, debugging mentality. Yeah. But at scale it's hard to do that with error prone. I can see that being a problem. And you guys have a solution you're launching. Can you share what Arlon is this new product? What is it all about? Talk about this new introduction. >>Yeah, absolutely. Very, very excited. You know, it's one of the projects that we've been working on for some time now because we are very passionate about this problem and just solving problems at scale in on-prem or at in the cloud or at edge environments. And what arlon is, it's an open source project, and it is a tool, it's a Kubernetes native tool for complete end to end management of not just your clusters, but your clusters. All of the infrastructure that goes within and along the site of those clusters, security policies, your middleware, plug-ins, and finally your applications. So what our LA you do in a nutshell is in a declarative way, it lets you handle the configuration and management of all of these components in at scale. >>So what's the elevator pitch simply put for what dissolves in, in terms of the chaos you guys are reigning in, what's the, what's the bumper sticker? Yeah, what >>Would it do? There's a perfect analogy that I love to reference in this context, which is think of your assembly line, you know, in a traditional, let's say, you know, an auto manufacturing factory or et cetera, and the level of efficiency at scale that that assembly line brings, right? Our line, and if you look at the logo we've designed, it's this funny little robot. And it's because when we think of online, we think of these enterprise large scale environments, you know, sprawling at scale, creating chaos because there isn't necessarily a well thought through, well structured solution that's similar to an assembly line, which is taking each component, you know, addressing them, manufacturing, processing them in a standardized way, then handing to the next stage. But again, it gets, you know, processed in a standardized way. And that's what arlon really does. That's like the deliver pitch. If you have problems of scale of managing your infrastructure, you know, that is distributed. Arlon brings the assembly line level of efficiency and consistency for >>Those. So keeping it smooth, the assembly on things are flowing. See c i CD pipe pipelining. Exactly. So that's what you're trying to simplify that ops piece for the developer. I mean, it's not really ops, it's their ops, it's coding. >>Yeah. Not just developer, the ops, the operations folks as well, right? Because developers, you know, there is, developers are responsible for one picture of that layer, which is my apps, and then maybe that middleware of applications that they interface with, but then they hand it over to someone else who's then responsible to ensure that these apps are secure properly, that they are logging, logs are being collected properly, monitoring and observability integrated. And so it solves problems for both >>Those teams. Yeah. It's DevOps. So the DevOps is the cloud needed developer's. That's right. The option teams have to kind of set policies. Is that where the declarative piece comes in? Is that why that's important? >>Absolutely. Yeah. And, and, and, and you know, ES really in introduced or elevated this declarative management, right? Because, you know, s clusters are Yeah. Or your, yeah, you know, specifications of components that go in Kubernetes are defined a declarative way, and Kubernetes always keeps that state consistent with your defined state. But when you go outside of that world of a single cluster, and when you actually talk about defining the clusters or defining everything that's around it, there really isn't a solution that does that today. And so Arlon addresses that problem at the heart of it, and it does that using existing open source well known solutions. >>And do I want to get into the benefits? What's in it for me as the customer developer? But I want to finish this out real quick and get your thoughts. You mentioned open source. Why open source? What's the, what's the current state of the product? You run the product group over at Platform nine, is it open source? And you guys have a product that's commercial? Can you explain the open source dynamic? And first of all, why open source? Yeah. And what is the consumption? I mean, open source is great, People want open source, they can download it, look up the code, but maybe wanna buy the commercial. So I'm assuming you have that thought through, can you share open source and commercial relationship? >>Yeah, I think, you know, starting with why open source? I think it's, you know, we as a company, we have, you know, one of the things that's absolutely critical to us is that we take mainstream open source technologies components and then we, you know, make them available to our customers at scale through either a SaaS model or on-prem model, right? But, so as we are a company or startup or a company that benefits, you know, in a massive way by this open source economy, it's only right, I think in my mind that we do our part of the duty, right? And contribute back to the community that feeds us. And so, you know, we have always held that strongly as one of our principles. And we have, you know, created and built independent products starting all the way with fision, which was a serverless product, you know, that we had built to various other, you know, examples that I can give. But that's one of the main reasons why opensource and also open source, because we want the community to really firsthand engage with us on this problem, which is very difficult to achieve if your product is behind a wall, you know, behind, behind a block box. >>Well, and that's, that's what the developers want too. And what we're seeing in reporting with Super Cloud is the new model of consumption is I wanna look at the code and see what's in there. That's right. And then also, if I want to use it, I'll do it. Great. That's open source, that's the value. But then at the end of the day, if I wanna move fast, that's when people buy in. So it's a new kind of freemium, I guess, business model. I guess that's the way that long. But that's, that's the benefit. Open source. This is why standards and open source is growing so fast. You have that confluence of, you know, a way for developers to try before they buy, but also actually kind of date the application, if you will. We, you know, Adrian Karo uses the dating met metaphor, you know, Hey, you know, I wanna check it out first before I get married. Right? And that's what open source, So this is the new, this is how people are selling. This is not just open source, this is how companies are selling. >>Absolutely. Yeah. Yeah. You know, I think, and you know, two things. I think one is just, you know, this, this, this cloud native space is so vast that if you, if you're building a close flow solution, sometimes there's also a risk that it may not apply to every single enterprises use cases. And so having it open source gives them an opportunity to extend it, expand it, to make it proper to their use case if they choose to do so, right? But at the same time, what's also critical to us is we are able to provide a supported version of it with an SLA that we, you know, that's backed by us, a SAS hosted version of it as well, for those customers who choose to go that route, you know, once they have used the open source version and loved it and want to take it at scale and in production and need, need, need a partner to collaborate with, who can, you know, support them for that production >>Environment. I have to ask you now, let's get into what's in it for the customer. I'm a customer. Yep. Why should I be enthused about Arla? What's in it for me? You know? Cause if I'm not enthused about it, I'm not gonna be confident and it's gonna be hard for me to get behind this. Can you share your enthusiastic view of, you know, why I should be enthused about Arlo? I'm a >>Customer. Yeah, absolutely. And so, and there's multiple, you know, enterprises that we talk to, many of them, you know, our customers, where this is a very kind of typical story that you hear, which is we have, you know, a Kubernetes distribution. It could be on premise, it could be public clouds, native Kubernetes, and then we have our C I C D pipelines that are automating the deployment of applications, et cetera. And then there's this gray zone. And the gray zone is well before you can you, your CS c D pipelines can deploy the apps. Somebody needs to do all of that groundwork of, you know, defining those clusters and yeah. You know, properly configuring them. And as these things, these things start by being done hand grown. And then as the, as you scale, what typically enterprises would do today is they will have their home homegrown DIY solutions for this. >>I mean, the number of folks that I talk to that have built Terra from automation, and then, you know, some of those key developers leave. So it's a typical open source or typical, you know, DIY challenge. And the reason that they're writing it themselves is not because they want to. I mean, of course technology is always interesting to everybody, but it's because they can't find a solution that's out there that perfectly fits the problem. And so that's that pitch. I think Ops FICO would be delighted. The folks that we've talk, you know, spoken with, have been absolutely excited and have, you know, shared that this is a major challenge we have today because we have, you know, few hundreds of clusters on ecos Amazon, and we wanna scale them to few thousands, but we don't think we are ready to do that. And this will give us the >>Ability to, Yeah, I think people are scared. Not sc I won't say scare, that's a bad word. Maybe I should say that they feel nervous because, you know, at scale small mistakes can become large mistakes. This is something that is concerning to enterprises. And, and I think this is gonna come up at co con this year where enterprises are gonna say, Okay, I need to see SLAs. I wanna see track record, I wanna see other companies that have used it. Yeah. How would you answer that question to, or, or challenge, you know, Hey, I love this, but is there any guarantees? Is there any, what's the SLAs? I'm an enterprise, I got tight, you know, I love the open source trying to free fast and loose, but I need hardened code. >>Yeah, absolutely. So, so two parts to that, right? One is Arlan leverages existing open source components, products that are extremely popular. Two specifically. One is Arlan uses Argo cd, which is probably one of the highest and used CD open source tools that's out there. Right's created by folks that are as part of into team now, you know, really brilliant team. And it's used at scale across enterprises. That's one. Second is Alon also makes use of Cluster api cappi, which is a Kubernetes sub-component, right? For lifecycle management of clusters. So there is enough of, you know, community users, et cetera, around these two products, right? Or, or, or open source projects that will find Arlan to be right up in their alley because they're already comfortable, familiar with Argo cd. Now Arlan just extends the scope of what City can do. And so that's one. And then the second part is going back to a point of the comfort. And that's where, you know, platform line has a role to play, which is when you are ready to deploy online at scale, because you've been, you know, playing with it in your DEF test environments, you're happy with what you get with it, then Platform nine will stand behind it and provide that >>Sla. And what's been the reaction from customers you've talked to Platform nine customers with, with that are familiar with, with Argo and then rlo? What's been some of the feedback? >>Yeah, I, I think the feedback's been fantastic. I mean, I can give you examples of customers where, you know, initially, you know, when you are, when you're telling them about your entire portfolio of solutions, it might not strike a card right away. But then we start talking about Arlan and, and we talk about the fact that it uses Argo adn, they start opening up, they say, We have standardized on Argo and we have built these components, homegrown, we would be very interested. Can we co-develop? Does it support these use cases? So we've had that kind of validation. We've had validation all the way at the beginning of our land before we even wrote a single line of code saying this is something we plan on doing. And the customer said, If you had it today, I would've purchased it. So it's been really great validation. >>All right. So next question is, what is the solution to the customer? If I asked you, Look it, I have, I'm so busy, my team's overworked. I got a skills gap. I don't need another project that's, I'm so tied up right now and I'm just chasing my tail. How does Platform nine help me? >>Yeah, absolutely. So I think, you know, one of the core tenets of Platform nine has always been been that we try to bring that public cloud like simplicity by hosting, you know, this in a lot of such similar tools in a SaaS hosted manner for our customers, right? So our goal behind doing that is taking away or trying to take away all of that complexity from customers' hands and offloading it to our hands, right? And giving them that full white glove treatment, as we call it. And so from a customer's perspective, one, something like arlon will integrate with what they have so they don't have to rip and replace anything. In fact, it will, even in the next versions, it may even discover your clusters that you have today and you know, give you an inventory. And that will, >>So if customers have clusters that are growing, that's a sign correct call you guys. >>Absolutely. Either they're, they have massive large clusters, right? That they wanna split into smaller clusters, but they're not comfortable doing that today, or they've done that already on say, public cloud or otherwise. And now they have management challenges. So >>Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and reconfigure Yep. And or scale out. >>That's right. Exactly. And >>You provide that layer of policy. >>Absolutely. >>Yes. That's the key value here. >>That's right. >>So policy based configuration for cluster scale up, >>Well profile and policy based declarative configuration and lifecycle management for clusters. >>If I asked you how this enables supercloud, what would you say to that? >>I think this is one of the key ingredients to super cloud, right? If you think about a super cloud environment, there's at least few key ingredients that that come to my mind that are really critical. Like they are, you know, life saving ingredients at that scale. One is having a really good strategy for managing that scale, you know, in a, going back to assembly line in a very consistent, predictable way so that our lot solves then you, you need to compliment that with the right kind of observability and monitoring tools at scale, right? Because ultimately issues are gonna happen and you're gonna have to figure out, you know, how to solve them fast. And arlon by the way, also helps in that direction, but you also need observability tools. And then especially if you're running it on the public cloud, you need some cost management tools. In my mind, these three things are like the most necessary ingredients to make Super Cloud successful. And you know, our alarm fills in >>One. Okay. So now the next level is, Okay, that makes sense. Is under the covers kind of speak under the hood. Yeah. How does that impact the app developers and the cloud native modern application workflows? Because the impact to me, seems the apps are gonna be impacted. Are they gonna be faster, stronger? I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? >>Yeah, the impact is that your apps are more likely to operate in production the way you expect them to, because the right checks and balances have gone through, and any discrepancies have been identified prior to those apps, prior to your customer running into them, right? Because developers run into this challenge to their, where there's a split responsibility, right? I'm responsible for my code, I'm responsible for some of these other plugins, but I don't own the stack end to end. I have to rely on my ops counterpart to do their part, right? And so this really gives them, you know, the right tooling for that. >>So this is actually a great kind of relevant point, you know, as cloud becomes more scalable, you're starting to see this fragmentation gone of the days of the full stack developer to the more specialized role. But this is a key point, and I have to ask you because if this RLO solution takes place, as you say, and the apps are gonna be stupid, they're designed to do, the question is, what did does the current pain look like of the apps breaking? What does the signals to the customer Yeah. That they should be calling you guys up into implementing Arlo, Argo and, and all the other goodness to automate? What are some of the signals? Is it downtime? Is it, is it failed apps, Is it latency? What are some of the things that Yeah, absolutely would be indications of things are effed up a little bit. Yeah. >>More frequent down times, down times that are, that take longer to triage. And so you are, you know, the, you know, your mean times on resolution, et cetera, are escalating or growing larger, right? Like we have environments of customers where they're, they have a number of folks on in the field that have to take these apps and run them at customer sites. And that's one of our partners. And they're extremely interested in this because they're the, the rate of failures they're encountering for this, you know, the field when they're running these apps on site, because the field is automating their clusters that are running on sites using their own script. So these are the kinds of challenges, and those are the pain points, which is, you know, if you're looking to reduce your meantime to resolution, if you're looking to reduce the number of failures that occur on your production site, that's one. And second, if you are looking to manage these at scale environments with a relatively small, focused, nimble ops team, which has an immediate impact on your budget. So those are, those are the signals. >>This is the cloud native at scale situation, the innovation going on. Final thought is your reaction to the idea that if the world goes digital, which it is, and the confluence of physical and digital coming together, and cloud continues to do its thing, the company becomes the application, not where it used to be supporting the business, you know, the back office and the maybe terminals and some PCs and handhelds. Now if technology's running, the business is the business. Yeah. Company's the application. Yeah. So it can't be down. So there's a lot of pressure on, on CSOs and CIOs now and boards is saying, How is technology driving the top line revenue? That's the number one conversation. Yep. Do you see that same thing? >>Yeah. It's interesting. I think there's multiple pressures at the CXO CIO level, right? One is that there needs to be that visibility and clarity and guarantee almost that, you know, that the, the technology that's, you know, that's gonna drive your top line is gonna drive that in a consistent, reliable, predictable manner. And then second, there is the constant pressure to do that while always lowering your costs of doing it, right? Especially when you're talking about, let's say retailers or those kinds of large scale vendors, they many times make money by lowering the amount that they spend on, you know, providing those goods to their end customers. So I think those, both those factors kind of come into play and the solution to all of them is usually in a very structured strategy around automation. >>Final question. What does cloudnative at scale look like to you? If all the things happen the way we want 'em to happen, The magic wand, the magic dust, what does it look like? >>What that looks like to me is a CIO sipping at his desk on coffee production is running absolutely smooth. And his, he's running that at a nimble, nimble team size of at the most, a handful of folks that are just looking after things, but things are >>Just taking care of the CIO doesn't exist. There's no ciso, they're at the beach. >>Yep. >>Thank you for coming on, sharing the cloud native at scale here on the cube. Thank you for your time. >>Fantastic. Thanks for >>Having me. Okay. I'm John Fur here for special program presentation, special programming cloud native at scale, enabling super cloud modern applications with Platform nine. Thanks for watching. Welcome back everyone to the special presentation of cloud native at scale, the cube and platform nine special presentation going in and digging into the next generation super cloud infrastructure as code and the future of application development. We're here with Bickley, who's the chief architect and co-founder of Platform nine Pick. Great to see you Cube alumni. We, we met at an OpenStack event in about eight years ago, or later, earlier when OpenStack was going. Great to see you and great to see congratulations on the success of platform nine. >>Thank you very much. >>Yeah. You guys have been at this for a while and this is really the, the, the year we're seeing the, the crossover of Kubernetes because of what happens with containers. Everyone now has realized, and you've seen what Docker's doing with the new docker, the open source Docker now just the success Exactly. Of containerization, right? And now the Kubernetes layer that we've been working on for years is coming, bearing fruit. This is huge. >>Exactly. Yes. >>And so as infrastructures code comes in, we talked to Bacar talking about Super Cloud, I met her about, you know, the new Arlon, our, our lawn, and you guys just launched the infrastructures code is going to another level, and then it's always been DevOps infrastructures code. That's been the ethos that's been like from day one, developers just code. Then you saw the rise of serverless and you see now multi-cloud or on the horizon, connect the dots for us. What is the state of infrastructure as code today? >>So I think, I think I'm, I'm glad you mentioned it, everybody or most people know about infrastructures code. But with Kubernetes, I think that project has evolved at the concept even further. And these dates, it's infrastructure is configuration, right? So, which is an evolution of infrastructure as code. So instead of telling the system, here's how I want my infrastructure by telling it, you know, do step A, B, C, and D instead with Kubernetes, you can describe your desired state declaratively using things called manifest resources. And then the system kind of magically figures it out and tries to converge the state towards the one that you specified. So I think it's, it's a even better version of infrastructures code. >>Yeah. And that really means it's developer just accessing resources. Okay. That declare, Okay, give me some compute, stand me up some, turn the lights on, turn 'em off, turn 'em on. That's kind of where we see this going. And I like the configuration piece. Some people say composability, I mean now with open source so popular, you don't have to have to write a lot of code, this code being developed. And so it's into integration, it's configuration. These are areas that we're starting to see computer science principles around automation, machine learning, assisting open source. Cuz you got a lot of code that's right in hearing software, supply chain issues. So infrastructure as code has to factor in these new dynamics. Can you share your opinion on these new dynamics of, as open source grows, the glue layers, the configurations, the integration, what are the core issues? >>I think one of the major core issues is with all that power comes complexity, right? So, you know, despite its expressive power systems like Kubernetes and declarative APIs let you express a lot of complicated and complex stacks, right? But you're dealing with hundreds if not thousands of these yamo files or resources. And so I think, you know, the emergence of systems and layers to help you manage that complexity is becoming a key challenge and opportunity in, in this space. >>That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is a new breed. The trend of SaaS companies moving our consumer comp consumer-like thinking into the enterprise has been happening for a long time, but now more than ever, you're seeing it the old way used to be solve complexity with more complexity and then lock the customer in. Now with open source, it's speed, simplification and integration, right? These are the new dynamic power dynamics for developers. Yeah. So as companies are starting to now deploy and look at Kubernetes, what are the things that need to be in place? Because you have some, I won't say technical debt, but maybe some shortcuts, some scripts here that make it look like infrastructure is code. People have done some things to simulate or or make infrastructure as code happen. Yes. But to do it at scale Yes. Is harder. What's your take on this? What's your view? >>It's hard because there's a per proliferation of methods, tools, technologies. So for example, today it's very common for DevOps and platform engineering tools, I mean, sorry, teams to have to deploy a large number of Kubernetes clusters, but then apply the applications and configurations on top of those clusters. And they're using a wide range of tools to do this, right? For example, maybe Ansible or Terraform or bash scripts to bring up the infrastructure and then the clusters. And then they may use a different set of tools such as Argo CD or other tools to apply configurations and applications on top of the clusters. So you have this sprawl of tools. You, you also have this sprawl of configurations and files because the more objects you're dealing with, the more resources you have to manage. And there's a risk of drift that people call that where, you know, you think you have things under control, but some people from various teams will make changes here and there and then before the end of the day systems break and you have no idea of tracking them. So I think there's real need to kind of unify, simplify, and try to solve these problems using a smaller, more unified set of tools and methodologies. And that's something that we try to do with this new project. Arlon. >>Yeah. So, so we're gonna get into Arlan in a second. I wanna get into the why Arlon. You guys announced that at AR GoCon, which was put on here in Silicon Valley at the, at the community meeting by in two, they had their own little day over there at their headquarters. But before we get there, vascar, your CEO came on and he talked about Super Cloud at our in AAL event. What's your definition of super cloud? If you had to kind of explain that to someone at a cocktail party or someone in the industry technical, how would you look at the super cloud trend that's emerging? It's become a thing. What's your, what would be your contribution to that definition or the narrative? >>Well, it's, it's, it's funny because I've actually heard of the term for the first time today, speaking to you earlier today. But I think based on what you said, I I already get kind of some of the, the gist and the, the main concepts. It seems like super cloud, the way I interpret that is, you know, clouds and infrastructure, programmable infrastructure, all of those things are becoming commodity in a way. And everyone's got their own flavor, but there's a real opportunity for people to solve real business problems by perhaps trying to abstract away, you know, all of those various implementations and then building better abstractions that are perhaps business or applications specific to help companies and businesses solve real business problems. >>Yeah, I remember that's a great, great definition. I remember, not to date myself, but back in the old days, you know, IBM had a proprietary network operating system, so of deck for the mini computer vendors, deck net and SNA respectively. But T C P I P came out of the osi, the open systems interconnect and remember, ethernet beat token ring out. So not to get all nerdy for all the young kids out there, look, just look up token ring, you'll see, you've probably never heard of it. It's IBM's, you know, connection for the internet at the, the layer two is Amazon, the ethernet, right? So if T C P I P could be the Kubernetes and the container abstraction that made the industry completely change at that point in history. So at every major inflection point where there's been serious industry change and wealth creation and business value, there's been an abstraction Yes. Somewhere. Yes. What's your reaction to that? >>I think this is, I think a saying that's been heard many times in this industry and, and I forgot who originated it, but I think that the saying goes like, there's no problem that can't be solved with another layer of indirection, right? And we've seen this over and over and over again where Amazon and its peers have inserted this layer that has simplified, you know, computing and, and infrastructure management. And I believe this trend is going to continue, right? The next set of problems are going to be solved with these insertions of additional abstraction layers. I think that that's really a, yeah, it's gonna >>Continue. It's interesting. I just, when I wrote another post today on LinkedIn called the Silicon Wars AMD stock is down arm has been on a rise. We remember pointing for many years now that arm's gonna be hugely, it has become true. If you look at the success of the infrastructure as a service layer across the clouds, Azure, aws, Amazon's clearly way ahead of everybody. The stuff that they're doing with the silicon and the physics and the, the atoms, the pro, you know, this is where the innovation, they're going so deep and so strong at ISAs, the more that they get that gets come on, they have more performance. So if you're an app developer, wouldn't you want the best performance and you'd wanna have the best abstraction layer that gives you the most ability to do infrastructures, code or infrastructure for configuration, for provisioning, for managing services. And you're seeing that today with service MeSHs, a lot of action going on in the service mesh area in in this community of, of co con, which will be a covering. So that brings up the whole what's next? You guys just announced our lawn at Argo Con, which came out of Intuit. We've had Mariana Tessel at our super cloud event. She's the cto, you know, they're all in the cloud. So they contributed that project. Where did Arlon come from? What was the origination? What's the purpose? Why our lawn, why this announcement? >>Yeah, so the, the inception of the project, this was the result of us realizing that problem that we spoke about earlier, which is complexity, right? With all of this, these clouds, these infrastructure, all the variations around and, you know, compute storage networks and the proliferation of tools we talked about the Ansibles and Terraforms and Kubernetes itself. You can, you can think of that as another tool, right? We saw a need to solve that complexity problem, and especially for people and users who use Kubernetes at scale. So when you have, you know, hundreds of clusters, thousands of applications, thousands of users spread out over many, many locations, there, there needs to be a system that helps simplify that management, right? So that means fewer tools, more expressive ways of describing the state that you want and more consistency. And, and that's why, you know, we built our lawn and we built it recognizing that many of these problems or sub problems have already been solved. So Arlon doesn't try to reinvent the wheel, it instead rests on the shoulders of several giants, right? So for example, Kubernetes is one building block, GI ops, and Argo CD is another one, which provides a very structured way of applying configuration. And then we have projects like cluster API and cross plane, which provide APIs for describing infrastructure. So arlon takes all of those building blocks and builds a thin layer, which gives users a very expressive way of defining configuration and desired state. So that's, that's kind of the inception of, And >>What's the benefit of that? What does that give the, what does that give the developer, the user, in this case, >>The developers, the, the platform engineer, team members, the DevOps engineers, they get a a ways to provision not just infrastructure and clusters, but also applications and configurations. They get a way, a system for provisioning, configuring, deploying, and doing life cycle management in a, in a much simpler way. Okay. Especially as I said, if you're dealing with a large number of applications. >>So it's like an operating fabric, if you will. Yes. For them. Okay, so let's get into what that means for up above and below the the, this abstraction or thin layer below as the infrastructure. We talked a lot about what's going on below that. Yeah. Above our workloads. At the end of the day, you know, I talk to CXOs and IT folks that are now DevOps engineers. They care about the workloads and they want the infrastructures code to work. They wanna spend their time getting in the weeds, figuring out what happened when someone made a push that that happened or something happened. They need observability and they need to, to know that it's working. That's right. And is my workloads running effectively? So how do you guys look at the workload side of it? Cuz now you have multiple workloads on these fabric, >>Right? So workloads, so Kubernetes has defined kind of a standard way to describe workloads and you can, you know, tell Kubernetes, I want to run this container this particular way, or you can use other projects that are in the Kubernetes cloud native ecosystem like K native, where you can express your application in more at a higher level, right? But what's also happening is in addition to the workloads, DevOps and platform engineering teams, they need to very often deploy the applications with the clusters themselves. Clusters are becoming this commodity. It's, it's becoming this host for the application and it kind of comes bundled with it. In many cases it is like an appliance, right? So DevOps teams have to provision clusters at a really incredible rate and they need to tear them down. Clusters are becoming more, >>It's kinda like an EC two instance, spin up a cluster. We very, people used words like that. That's >>Right. And before arlon you kind of had to do all of that using a different set of tools as, as I explained. So with Armon you can kind of express everything together. You can say I want a cluster with a health monitoring stack and a logging stack and this ingress controller and I want these applications and these security policies. You can describe all of that using something we call a profile. And then you can stamp out your app, your applications and your clusters and manage them in a very, so >>Essentially standard creates a mechanism. Exactly. Standardized, declarative kind of configurations. And it's like a playbook. You deploy it. Now what's there is between say a script like I'm, I have scripts, I could just automate scripts >>Or yes, this is where that declarative API and infrastructures configuration comes in, right? Because scripts, yes you can automate scripts, but the order in which they run matters, right? They can break, things can break in the middle and, and sometimes you need to debug them. Whereas the declarative way is much more expressive and powerful. You just tell the system what you want and then the system kind of figures it out. And there are these things about controllers which will in the background reconcile all the state to converge towards your desire. It's a much more powerful, expressive and reliable way of getting things done. >>So infrastructure has configuration is built kind of on, it's as super set of infrastructures code because it's >>An evolution. >>You need edge's code, but then you can configure the code by just saying do it. You basically declaring and saying Go, go do that. That's right. Okay, so, alright, so cloud native at scale, take me through your vision of what that means. Someone says, Hey, what does cloud native at scale mean? What's success look like? How does it roll out in the future as you, not future next couple years? I mean people are now starting to figure out, okay, it's not as easy as it sounds. Could be nice, it has value. We're gonna hear this year coan a lot of this. What does cloud native at scale >>Mean? Yeah, there are different interpretations, but if you ask me, when people think of scale, they think of a large number of deployments, right? Geographies, many, you know, supporting thousands or tens or millions of, of users there, there's that aspect to scale. There's also an equally important a aspect of scale, which is also something that we try to address with Arran. And that is just complexity for the people operating this or configuring this, right? So in order to describe that desired state and in order to perform things like maybe upgrades or updates on a very large scale, you want the humans behind that to be able to express and direct the system to do that in, in relatively simple terms, right? And so we want the tools and the abstractions and the mechanisms available to the user to be as powerful but as simple as possible. So there's, I think there's gonna be a number and there have been a number of CNCF and cloud native projects that are trying to attack that complexity problem as well. And Arlon kind of falls in in that >>Category. Okay, so I'll put you on the spot road that CubeCon coming up and obviously this will be shipping this segment series out before. What do you expect to see at Coan this year? What's the big story this year? What's the, what's the most important thing happening? Is it in the open source community and also within a lot of the, the people jogging for leadership. I know there's a lot of projects and still there's some white space in the overall systems map about the different areas get run time and there's ability in all these different areas. What's the, where's the action? Where, where's the smoke? Where's the fire? Where's the piece? Where's the tension? >>Yeah, so I think one thing that has been happening over the past couple of cons and I expect to continue and, and that is the, the word on the street is Kubernetes is getting boring, right? Which is good, right? >>Boring means simple. >>Well, well >>Maybe, >>Yeah, >>Invisible, >>No drama, right? So, so the, the rate of change of the Kubernetes features and, and all that has slowed but in, in a, in a positive way. But there's still a general sentiment and feeling that there's just too much stuff. If you look at a stack necessary for hosting applications based on Kubernetes, there are just still too many moving parts, too many components, right? Too much complexity. I go, I keep going back to the complexity problem. So I expect Cube Con and all the vendors and the players and the startups and the people there to continue to focus on that complexity problem and introduce further simplifications to, to the stack. >>Yeah. Vic, you've had an storied career, VMware over decades with them obviously in 12 years with 14 years or something like that. Big number co-founder here at Platform. Now you guys have been around for a while at this game. We, man, we talked about OpenStack, that project you, we interviewed at one of their events. So OpenStack was the beginning of that, this new revolution. And I remember the early days it was, it wasn't supposed to be an alternative to Amazon, but it was a way to do more cloud cloud native. I think we had a cloud ERO team at that time. We would to joke we, you know, about, about the dream. It's happening now, now at Platform nine. You guys have been doing this for a while. What's the, what are you most excited about as the chief architect? What did you guys double down on? What did you guys tr pivot from or two, did you do any pivots? Did you extend out certain areas? Cuz you guys are in a good position right now, a lot of DNA in Cloud native. What are you most excited about and what does Platform nine bring to the table for customers and for people in the industry watching this? >>Yeah, so I think our mission really hasn't changed over the years, right? It's been always about taking complex open source software because open source software, it's powerful. It solves new problems, you know, every year and you have new things coming out all the time, right? OpenStack was an example when the Kubernetes took the world by storm. But there's always that complexity of, you know, just configuring it, deploying it, running it, operating it. And our mission has always been that we will take all that complexity and just make it, you know, easy for users to consume regardless of the technology, right? So the successor to Kubernetes, you know, I don't have a crystal ball, but you know, you have some indications that people are coming up of new and simpler ways of running applications. There are many projects around there who knows what's coming next year or the year after that. But platform will a, platform nine will be there and we will, you know, take the innovations from the the community. We will contribute our own innovations and make all of those things very consumable to customers. >>Simpler, faster, cheaper. Exactly. Always a good business model technically to make that happen. Yes. Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into the scale. Final question before we depart this segment. What is at scale, how many clusters do you see that would be a watermark for an at scale conversation around an enterprise? Is it workloads we're looking at or, or clusters? How would you, Yeah, how would you describe that? When people try to squint through and evaluate what's a scale, what's the at scale kind of threshold? >>Yeah. And, and the number of clusters doesn't tell the whole story because clusters can be small in terms of the number of nodes or they can be large. But roughly speaking when we say, you know, large scale cluster deployments, we're talking about maybe hundreds, two thousands. >>Yeah. And final final question, what's the role of the hyperscalers? You got AWS continuing to do well, but they got their core ias, they got a PAs, they're not too too much putting a SaaS out there. They have some SaaS apps, but mostly it's the ecosystem. They have marketplaces doing over $2 billion billions of transactions a year and, and it's just like, just sitting there. It hasn't really, they're now innovating on it, but that's gonna change ecosystems. What's the role the cloud play in the cloud native of its scale? >>The, the hyperscalers, >>Yeahs Azure, Google. >>You mean from a business perspective? Yeah, they're, they have their own interests that, you know, that they're, they will keep catering to, they, they will continue to find ways to lock their users into their ecosystem of services and, and APIs. So I don't think that's gonna change, right? They're just gonna keep, >>Well they got great I performance, I mean from a, from a hardware standpoint, yes, that's gonna be key, right? >>Yes. I think the, the move from X 86 being the dominant way and platform to run workloads is changing, right? That, that, that, that, and I think the, the hyperscalers really want to be in the game in terms of, you know, the the new risk and arm ecosystems and the platforms. >>Yeah, not joking aside, Paul Morritz, when he was the CEO of VMware, when he took over once said, I remember our first year doing the cube. Oh the cloud is one big distributed computer, it's, it's hardware and he got software and you got middleware and he kind over, well he's kind of tongue in cheek, but really you're talking about large compute and sets of services that is essentially a distributed computer. >>Yes, >>Exactly. It's, we're back on the same game. Vic, thank you for coming on the segment. Appreciate your time. This is cloud native at scale special presentation with Platform nine. Really unpacking super cloud Arlon open source and how to run large scale applications on the cloud Cloud Native Phil for developers and John Furrier with the cube. Thanks for Washington. We'll stay tuned for another great segment coming right up. Hey, welcome back everyone to Super Cloud 22. I'm John Fur, host of the Cuba here all day talking about the future of cloud. Where's it all going? Making it super multi-cloud clouds around the corner and public cloud is winning. Got the private cloud on premise and edge. Got a great guest here, Vascar Gorde, CEO of Platform nine, just on the panel on Kubernetes. An enabler blocker. Welcome back. Great to have you on. >>Good to see you >>Again. So Kubernetes is a blocker enabler by, with a question mark. I put on on that panel was really to discuss the role of Kubernetes. Now great conversation operations is impacted. What's interest thing about what you guys are doing at Platform nine? Is your role there as CEO and the company's position, kind of like the world spun into the direction of Platform nine while you're at the helm? Yeah, right. >>Absolutely. In fact, things are moving very well and since they came to us, it was an insight to call ourselves the platform company eight years ago, right? So absolutely whether you are doing it in public clouds or private clouds, you know, the application world is moving very fast in trying to become digital and cloud native. There are many options for you do on the infrastructure. The biggest blocking factor now is having a unified platform. And that's what we, we come into, >>Patrick, we were talking before we came on stage here about your background and we were gonna talk about the glory days in 2000, 2001, when the first as piece application service providers came out, kind of a SaaS vibe, but that was kind of all kind of cloudlike. >>It wasn't, >>And and web services started then too. So you saw that whole growth. Now, fast forward 20 years later, 22 years later, where we are now, when you look back then to here and all the different cycles, >>I, in fact you, you know, as we were talking offline, I was in one of those ASPs in the year 2000 where it was a novel concept of saying we are providing a software and a capability as a service, right? You sign up and start using it. I think a lot has changed since then. The tooling, the tools, the technology has really skyrocketed. The app development environment has really taken off exceptionally well. There are many, many choices of infrastructure now, right? So I think things are in a way the same but also extremely different. But more importantly now for any company, regardless of size, to be a digital native, to become a digital company is extremely mission critical. It's no longer a nice to have everybody's in the journey somewhere. >>Everyone is going digital transformation here. Even on a so-called downturn recession that's upcoming inflation's here. It's interesting. This is the first downturn in the history of the world where the hyperscale clouds have been pumping on all cylinders as an economic input. And if you look at the tech trends, GDPs down, but not tech. >>Nope. >>Cuz the pandemic showed everyone digital transformation is here and more spend and more growth is coming even in, in tech. So this is a unique factor which proves that that digital transformation's happening and company, every company will need a super cloud. >>Everyone, every company, regardless of size, regardless of location, has to become modernize their infrastructure. And modernizing Infras infrastructure is not just some new servers and new application tools, It's your approach, how you're serving your customers, how you're bringing agility in your organization. I think that is becoming a necessity for every enterprise to survive. >>I wanna get your thoughts on Super Cloud because one of the things Dave Ante and I want to do with Super Cloud and calling it that was we, I, I personally, and I know Dave as well, he can, I'll speak from, he can speak for himself. We didn't like multi-cloud. I mean not because Amazon said don't call things multi-cloud, it just didn't feel right. I mean everyone has multiple clouds by default. If you're running productivity software, you have Azure and Office 365. But it wasn't truly distributed. It wasn't truly decentralized, it wasn't truly cloud enabled. It didn't, it felt like they're not ready for a market yet. Yet public clouds booming on premise. Private cloud and Edge is much more on, you know, more, more dynamic, more real. >>Yeah. I think the reason why we think super cloud is a better term than multi-cloud. Multi-cloud are more than one cloud, but they're disconnected. Okay, you have a productivity cloud, you have a Salesforce cloud, you may have, everyone has an internal cloud, right? So, but they're not connected. So you can say okay, it's more than one cloud. So it's you know, multi-cloud. But super cloud is where you are actually trying to look at this holistically. Whether it is on-prem, whether it is public, whether it's at the edge, it's a store at the branch. You are looking at this as one unit. And that's where we see the term super cloud is more applicable because what are the qualities that you require if you're in a super cloud, right? You need choice of infrastructure, you need, but at the same time you need a single pain, a single platform for you to build your innovations on regardless of which cloud you're doing it on, right? So I think Super Cloud is actually a more tightly integrated orchestrated management philosophy we think. >>So let's get into some of the super cloud type trends that we've been reporting on. Again, the purpose of this event is to, as a pilots, to get the conversations flowing with with the influencers like yourselves who are running companies and building products and the builders, Amazon and Azure are doing extremely well. Google's coming up in third cloudworks in public cloud. We see the use cases on premises use cases. Kubernetes has been an interesting phenomenon because it's become from the developer side a little bit, but a lot of ops people love Kubernetes. It's really more of an ops thing. You mentioned OpenStack earlier. Kubernetes kind of came out of that open stack. We need an orchestration and then containers had a good shot with, with Docker. They re pivoted the company. Now they're all in an open source. So you got containers booming and Kubernetes as a new layer there. What's the, what's the take on that? What does that really mean? Is that a new defacto enabler? It >>Is here. It's for here for sure. Every enterprise somewhere else in the journey is going on. And you know, most companies are, 70 plus percent of them have won two, three container based, Kubernetes based applications now being rolled out. So it's very much here, it is in production at scale by many customers. And the beauty of it is, yes, open source, but the biggest gating factor is the skill set. And that's where we have a phenomenal engineering team, right? So it's, it's one thing to buy a tool >>And just be clear, you're a managed service for Kubernetes. >>We provide, provide a software platform for cloud acceleration as a service and it can run anywhere. It can run in public private. We have customers who do it in truly multi-cloud environments. It runs on the edge, it runs at this in stores are thousands of stores in a retailer. So we provide that and also for specific segments where data sovereignty and data residency are key regulatory reasons. We also un OnPrem as an air gap version. >>Can you give an example on how you guys are deploying your platform to enable a super cloud experience for your >>Customer? Right. So I'll give you two different examples. One is a very large networking company, public networking company. They have, I dunno, hundreds of products, hundreds of r and d teams that are building different, different products. And if you look at few years back, each one was doing it on a different platforms but they really needed to bring the agility and they worked with us now over three years where we are their build test dev pro platform where all their products are built on, right? And it has dramatically increased their agility to release new products. Number two, it actually is a light out operation. In fact the customer says like, like the Maytag service person cuz we provide it as a service and it barely takes one or two people to maintain it for them. >>So it's kinda like an SRE vibe. One person managing a >>Large 4,000 engineers building infrastructure >>On their tools, >>Whatever they want on their tools. They're using whatever app development tools they use, but they use our platform. >>What benefits are they seeing? Are they seeing speed? >>Speed, definitely. Okay. Definitely they're speeding. Speed uniformity because now they're building able to build, so their customers who are using product A and product B are seeing a similar set of tools that are being used. >>So a big problem that's coming outta this super cloud event that we're, we're seeing and we've heard it all here, ops and security teams cuz they're kind of too part of one theme, but ops and security specifically need to catch up speed wise. Are you delivering that value to ops and security? Right. >>So we, we work with ops and security teams and infrastructure teams and we layer on top of that. We have like a platform team. If you think about it, depending on where you have data centers, where you have infrastructure, you have multiple teams, okay, but you need a unified platform. Who's your buyer? Our buyer is usually, you know, the product divisions of companies that are looking at or the CTO would be a buyer for us functionally cio definitely. So it it's, it's somewhere in the DevOps to infrastructure. But the ideal one we are beginning to see now many large corporations are really looking at it as a platform and saying we have a platform group on which any app can be developed and it is run on any infrastructure. So the platform engineering teams, >>You working two sides of that coin. You've got the dev side and then >>And then infrastructure >>Side side, okay. >>Another customer like give you an example, which I would say is kind of the edge of the store. So they have thousands of stores. Retail, retail, you know food retailer, right? They have thousands of stores that are on the globe, 50,000, 60,000. And they really want to enhance the customer experience that happens when you either order the product or go into the store and pick up your product or buy or browse or sit there. They have applications that were written in the nineties and then they have very modern AIML applications today. They want something that will not have to send an IT person to install a rack in the store or they can't move everything to the cloud because the store operations has to be local. The menu changes based on, It's a classic edge. It's classic edge. Yeah. Right. They can't send it people to go install rack access servers then they can't sell software people to go install the software and any change you wanna put through that, you know, truck roll. So they've been working with us where all they do is they ship, depending on the size of the store, one or two or three little servers with instructions that >>You, you say little servers like how big one like a net box box, like a small little >>Box and all the person in the store has to do like what you and I do at home and we get a, you know, a router is connect the power, connect the internet and turn the switch on. And from there we pick it up. >>Yep. >>We provide the operating system, everything and then the applications are put on it. And so that dramatically brings the velocity for them. They manage >>Thousands of them. True plug and play >>Two, plug and play thousands of stores. They manage it centrally. We do it for them, right? So, so that's another example where on the edge then we have some customers who have both a large private presence and one of the public clouds. Okay. But they want to have the same platform layer of orchestration and management that they can use regardless of the location. So >>You guys got some success. Congratulations. Got some traction there. It's awesome. The question I want to ask you is that's come up is what is truly cloud native? Cuz there's lift and shift of the cloud >>That's not cloud native. >>Then there's cloud native. Cloud native seems to be the driver for the super cloud. How do you talk to customers? How do you explain when someone says what's cloud native, what isn't cloud native? >>Right. Look, I think first of all, the best place to look at what is the definition and what are the attributes and characteristics of what is truly a cloud native, is CNC foundation. And I think it's very well documented where you, well >>Con of course Detroit's >>Coming here, so, so it's already there, right? So, so we follow that very closely, right? I think just lifting and shifting your 20 year old application onto a data center somewhere is not cloud native. Okay? You can't put to cloud native, you have to rewrite and redevelop your application and business logic using modern tools. Hopefully more open source and, and I think that's what Cloudnative is and we are seeing a lot of our customers in that journey. Now everybody wants to be cloudnative, but it's not that easy, okay? Because it's, I think it's first of all, skill set is very important. Uniformity of tools that there's so many tools there. Thousands and thousands of tools you could spend your time figuring out which tool to use. Okay? So I think the complexities there, but the business benefits of agility and uniformity and customer experience are truly them. >>And I'll give you an example. I don't know how clear native they are, right? And they're not a customer of ours, but you order pizzas, you do, right? If you just watch the pizza industry, how dominoes actually increase their share and mind share and wallet share was not because they were making better pizzas or not, I don't know anything about that, but the whole experience of how you order, how you watch what's happening, how it's delivered. There were a pioneer in it. To me, those are the kinds of customer experiences that cloud native can provide. >>Being agility and having that flow to the application changes what the expectations of the, for the customer. >>Customer, the customer's expectations change, right? Once you get used to a better customer experience, you learn >>Best car. To wrap it up, I wanna just get your perspective again. One of the benefits of chatting with you here and having you part of the Super Cloud 22 is you've seen many cycles, you have a lot of insights. I want to ask you, given your career where you've been and what you've done and now the CEO platform nine, how would you compare what's happening now with other inflection points in the industry? And you've been, again, you've been an entrepreneur, you sold your company to Oracle, you've been seeing the big companies, you've seen the different waves. What's going on right now put into context this moment in time around Super >>Cloud. Sure. I think as you said, a lot of battles. Cars being been, been in an asp, been in a realtime software company, being in large enterprise software houses and a transformation. I've been on the app side, I did the infrastructure right and then tried to build our own platforms. I've gone through all of this myself with a lot of lessons learned in there. I think this is an event which is happening now for companies to go through to become cloud native and digitalize. If I were to look back and look at some parallels of the tsunami that's going on is a couple of paddles come to me. One is, think of it, which was forced to honors like y2k. Everybody around the world had to have a plan, a strategy, and an execution for y2k. I would say the next big thing was e-commerce. I think e-commerce has been pervasive right across all industries. >>And disruptive. >>And disruptive, extremely disruptive. If you did not adapt and adapt and accelerate your e-commerce initiative, you were, it was an existence question. Yeah. I think we are at that pivotal moment now in companies trying to become digital and cloudnative that know that is what I see >>Happening there. I think that that e-commerce was interesting and I think just to riff with you on that is that it's disrupting and refactoring the business models. I think that is something that's coming out of this is that it's not just completely changing the game, it's just changing how you operate, >>How you think, and how you operate. See, if you think about the early days of eCommerce, just putting up a shopping cart didn't made you an eCommerce or an E retailer or an e e customer, right? Or so. I think it's the same thing now is I think this is a fundamental shift on how you're thinking about your business. How are you gonna operate? How are you gonna service your customers? I think it requires that just lift and shift is not gonna work. >>Mascar, thank you for coming on, spending the time to come in and share with our community and being part of Super Cloud 22. We really appreciate, we're gonna keep this open. We're gonna keep this conversation going even after the event, to open up and look at the structural changes happening now and continue to look at it in the open in the community. And we're gonna keep this going for, for a long, long time as we get answers to the problems that customers are looking for with cloud cloud computing. I'm Sean Feer with Super Cloud 22 in the Cube. Thanks for watching. >>Thank you. Thank you, John. >>Hello. Welcome back. This is the end of our program, our special presentation with Platform nine on cloud native at scale, enabling the super cloud. We're continuing the theme here. You heard the interviews Super Cloud and its challenges, new opportunities around the solutions around like Platform nine and others with Arlon. This is really about the edge situations on the internet and managing the edge multiple regions, avoiding vendor lock in. This is what this new super cloud is all about. The business consequences we heard and and the wide ranging conversations around what it means for open source and the complexity problem all being solved. I hope you enjoyed this program. There's a lot of moving pieces and things to configure with cloud native install, all making it easier for you here with Super Cloud and of course Platform nine contributing to that. Thank you for watching.

Published Date : Oct 18 2022

SUMMARY :

See you soon. but kind of the same as the first generation. And so you gotta rougher and IT kind of coming together, but you also got this idea of regions, So I think, you know, in in the context of this, the, this, Can you scope the scale of the problem? the problem that the scale creates, you know, there's various problems, but I think one, And that is just, you know, one example of an issue that happens. Can you share your reaction to that and how you see this playing out? which is, you know, you have your perfectly written code that is operating just fine on your And so as you give that change to then run at your production edge location, And you guys have a solution you're launching. So what our LA you do in a But again, it gets, you know, processed in a standardized way. So keeping it smooth, the assembly on things are flowing. Because developers, you know, there is, developers are responsible for one picture of So the DevOps is the cloud needed developer's. And so Arlon addresses that problem at the heart of it, and it does that using existing So I'm assuming you have that thought through, can you share open source and commercial relationship? products starting all the way with fision, which was a serverless product, you know, that we had built to buy, but also actually kind of date the application, if you will. I think one is just, you know, this, this, this cloud native space is so vast I have to ask you now, let's get into what's in it for the customer. And so, and there's multiple, you know, enterprises that we talk to, shared that this is a major challenge we have today because we have, you know, I'm an enterprise, I got tight, you know, I love the open source trying And that's where, you know, platform line has a role to play, which is when been some of the feedback? And the customer said, If you had it today, I would've purchased it. So next question is, what is the solution to the customer? So I think, you know, one of the core tenets of Platform nine has always been been that And now they have management challenges. Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and And And arlon by the way, also helps in that direction, but you also need I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? And so this really gives them, you know, the right tooling for that. So this is actually a great kind of relevant point, you know, as cloud becomes more scalable, So these are the kinds of challenges, and those are the pain points, which is, you know, if you're looking to to be supporting the business, you know, the back office and the maybe terminals and that, you know, that the, the technology that's, you know, that's gonna drive your top line is If all the things happen the way we want 'em to happen, The magic wand, the magic dust, he's running that at a nimble, nimble team size of at the most, Just taking care of the CIO doesn't exist. Thank you for your time. Thanks for Great to see you and great to see congratulations on the success And now the Kubernetes layer that we've been working on for years is Exactly. you know, the new Arlon, our, our lawn, and you guys just launched the So I think, I think I'm, I'm glad you mentioned it, everybody or most people know about infrastructures I mean now with open source so popular, you don't have to have to write a lot of code, you know, the emergence of systems and layers to help you manage that complexity is becoming That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is a new breed. you know, you think you have things under control, but some people from various teams will make changes here in the industry technical, how would you look at the super cloud trend that's emerging? the way I interpret that is, you know, clouds and infrastructure, It's IBM's, you know, connection for the internet at the, this layer that has simplified, you know, computing and, the physics and the, the atoms, the pro, you know, this is where the innovation, the state that you want and more consistency. the DevOps engineers, they get a a ways to So how do you guys look at the workload native ecosystem like K native, where you can express your application in more at It's kinda like an EC two instance, spin up a cluster. And then you can stamp out your app, your applications and your clusters and manage them And it's like a playbook. You just tell the system what you want and then You need edge's code, but then you can configure the code by just saying do it. And that is just complexity for the people operating this or configuring this, What do you expect to see at Coan this year? If you look at a stack necessary for hosting We would to joke we, you know, about, about the dream. So the successor to Kubernetes, you know, I don't Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into But roughly speaking when we say, you know, They have some SaaS apps, but mostly it's the ecosystem. you know, that they're, they will keep catering to, they, they will continue to find terms of, you know, the the new risk and arm ecosystems it's, it's hardware and he got software and you got middleware and he kind over, Great to have you on. What's interest thing about what you guys are doing at Platform nine? clouds, you know, the application world is moving very fast in trying to Patrick, we were talking before we came on stage here about your background and we were gonna talk about the glory days in So you saw that whole growth. So I think things are in And if you look at the tech trends, GDPs down, but not tech. Cuz the pandemic showed everyone digital transformation is here and more And modernizing Infras infrastructure is not you know, more, more dynamic, more real. So it's you know, multi-cloud. So you got containers And you know, most companies are, 70 plus percent of them have won two, It runs on the edge, And if you look at few years back, each one was doing So it's kinda like an SRE vibe. Whatever they want on their tools. to build, so their customers who are using product A and product B are seeing a similar set Are you delivering that value to ops and security? Our buyer is usually, you know, the product divisions of companies You've got the dev side and then that happens when you either order the product or go into the store and pick up your product or like what you and I do at home and we get a, you know, a router is And so that dramatically brings the velocity for them. Thousands of them. of the public clouds. The question I want to ask you is that's How do you explain when someone says what's cloud native, what isn't cloud native? is the definition and what are the attributes and characteristics of what is truly a cloud native, Thousands and thousands of tools you could spend your time figuring out which I don't know anything about that, but the whole experience of how you order, Being agility and having that flow to the application changes what the expectations of One of the benefits of chatting with you here and been on the app side, I did the infrastructure right and then tried to build our own If you did not adapt and adapt and accelerate I think that that e-commerce was interesting and I think just to riff with you on that is that it's disrupting How are you gonna service your Mascar, thank you for coming on, spending the time to come in and share with our community and being part of Thank you, John. I hope you enjoyed this program.

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Druva Why Ransomware Isn't Your Only Problem Full Episode V3


 

>>The past two and a half years have seen a dramatic change in the security posture of virtually all organizations. By accelerating the digital business mandate, the isolation economy catalyzed a move toward cloud computing to support remote workers. This, we know this had several ripple effects on CISO and CIO strategies that were highly visible at the board of directors level. Now, the first major change was to recognize that the perimeter had suddenly been vaporized protection. As a result moved away from things like perimeter based firewalls toward more distributed endpoints, cloud security, and modern identity management. The second major change was a heightened awareness of the realities of ransomware. Ransomware as a service, for example, emerges a major threat where virtually anyone with access to critical data and criminal intentions could monetize corporate security exposures. The third major change was a much more acute understanding of how data protection needed to become a fundamental component of cybersecurity strategies. >>And more specifically, CIOs quickly realized that their business resilient strategies were too narrowly DR focused that their DR approach was not cost efficient and needed to be modernized. And that new approaches to operational resilience were needed to reflect the architectural and business realities of this new environment. Hello, and welcome to Why Ransomware isn't your Only Problem, a service of the Cube made possible by dva. And in collaboration with idc. I'm your host, Dave Ante, and today we're present a three part program. We'll start with the data. IDC recently conducted a global survey of 500 business technology practitioners across 20 industries to understand the degree to which organizations are aware of and prepared for the threats they face. In today's new world, IDC Research Vice President Phil Goodwin is here to share the highlights of the study and summarize the findings from a recent research report on the topic. >>After that, we're gonna hear from Curtis Preston, who's the Chief Technical Evangelist at Druva. I've known Curtis for decades. He's one of the world's foremost experts on backup and recovery, specifically in data protection. Generally. Curtis will help us understand how the survey data presented by IDC aligns with the real world findings from the field, from his point of view. And he'll discuss why so many organizations have failed to successfully recover from an attack without major pains and big costs, and how to avoid such operational disruptions and disasters. And then finally, we'll hear from the technical experts at dva, Steven Manly and Anja Serenas. Steven is a 10 time cubo and Chief technology officer at dva. And Anjan is vice president and general manager of product management at the company. And these individuals will specifically address how DVA is closing the gaps presented in the IDC survey through their product innovation. Or right now I'm gonna toss it to Lisa Martin, another one of the hosts for today's program. Lisa, over to you. >>Bill Goodwin joins me next, the VP of research at idc. We're gonna be breaking down what's going on in the threat landscape. Phil, welcome to the program. It's great to have you back on the cube. >>Hey, Lisa, it's great to be here with you. >>So talk to me about the state of the global IT landscape as we see cyber attacks massively increasing, the threat landscape changing so much, what is IDC seeing? >>You know, you, you really hit the, the top topic that we find from IT organizations as well as business organizations. And really it's that digital resilience that that ransomware that has everybody's attention, and it has the attention not just of the IT people, but of the business people alike, because it really does have profound effects across the organization. The other thing that we're seeing, Lisa, is really a move towards cloud. And I think part of that is driven by the economics of cloud, which fundamentally changed the way that we can approach disaster recovery, but also is accelerated during the pandemic for all the reasons that people have talked about in terms of work from home and so on. And then really the third thing is the economic uncertainty. And this is relatively new for 2022, but within idc we've been doing a lot of research around what are those impacts going to be. And what we find people doing is they want greater flexibility, they want more cost certainty, and they really want to be able to leverage those cloud economics to be, have the scale, upper scale, down on demand nature of cloud. So those are in a nutshell, kind of the three things that people are looking at. >>You mentioned ransomware, it's a topic we've been talking about a lot. It's a household word these days. It's now Phil, no longer if we're gonna get attacked. It's when it's how often it's the severity. Talk about ransomware as a priority all the way up the stack to the C-suite. And what are they trying to do to become resilient against it? >>Well, what, what some of the research that we did is we found that about 77% of organizations have digital resilience as a, as a top priority within their organization. And so what you're seeing is organizations trying to leverage things to become more, more resilient, more digitally resilient, and to be able to really hone in on those kinds of issues that are keeping keeping them awake at night. Quite honestly, if you think about digital resilience, it really is foundational to the organization, whether it's through digital transformation or whether it's simply data availability, whatever it might happen to be. Digital resilience is really a, a large umbrella term that we use to describe that function that is aimed at avoiding data loss, assuring data availability, and helping the organization to extract value from their data >>And digital resilience, data resilience as every company these days has to be a data company to be competitive, digital resilience, data resilience. Are you using those terms interchangeably or data resilience to find as something a little bit different? >>Well, sometimes yeah, that we do get caught using them when, when one is the other. But data resilience is really a part of digital resilience, if you think about the data itself and the context of of IT computing. So it really is a subset of that, but it is foundational to IT resilience. You, you really, you can't have it resilience about data resilience. So that, that's where we're coming from on it >>Inextricably linked and it's becoming a corporate initiative, but there's some factors that can complicate digital resilience, data resilience for organizations. What are some of those complications that organizations need to be aware of? >>Well, one of the biggest is what, what you mentioned at the, at the top of the segment. And, and that is the, the area of ransomware, the research that we found is about 46% of organizations have been hit within the last three years. You know, it's kind of interesting how it's changed over the years. Originally being hit by ransomware had a real stigma attached to it. Organizations didn't want to admit it, and they really avoided confronting that. Nowadays, so many people have been hit by it, that that stigma has gone. And so really it is becoming more of a community kind of effort as people try to, to defend against these ransoms. The other thing about it is it's really a lot like whackamole. You know, they attack us in one area and and, and we defend against it. They, so they attack us in another area and we defend against it. >>And in fact, I had a, an individual come up to me at a show not long ago and said, You know, one of these days we're gonna get pretty well defended against ransomware and it's gonna go away. And I responded, I don't think so because we're constantly introducing new systems, new software, and introducing new vulnerabilities. And the fact is ransomware is so profitable, the bad guys aren't gonna just fade into the night without giving it a a lot of fight. So I really think that ransomware is one of those things that here is here for the long term and something that we, we have to address and have to get proactive about. >>You mentioned some stats there and, and recently IDC and DVA did a white paper together that really revealed some quite shocking results. Talk to me about some of the things. Let, let's talk a little bit about the demographics of the survey and then talk about what was the biggest finding there, especially where it's concern concerning ransomware. >>Yeah, this, this was a worldwide study. It was sponsored by DVA and conducted by IDC as an independent study. And what we did, we surveyed 500 is a little over 500 different individuals across the globe in North America select countries in in western Europe, as well as several in, in Asia Pacific. And we did it across industries with our 20 different industries represented. They're all evenly represented. We had surveys that included IT practitioners, primarily CIOs, CTOs, VP of of infrastructure, you know, managers of data centers, things like that. And the, and the biggest finding that we had in this, Lisa, was really finding that there is a huge disconnect, I believe, between how people think they are ready and what the actual results are when they, when they get attacked. Some of the, some of the statistics that we learned from this, Lisa, include 83% of organizations believe or tell, told us that they have a, a playbook that, that they have for ransomware. >>I think 93% said that they have a high degree or a high or very high degree of confidence in their recovery tools and, and are fully automated. And yet when you look at the actual results, you know, I told you a moment ago, 46% have been attacked successfully. I can also tell you that in separate research, fewer than a third of organizations were able to fully recover their data without paying the ransom. And some two thirds actually had to pay the ransom. And even when they did, they didn't necessarily achieve their full recovery. You know, the bad guys aren't, aren't necessarily to be trusted. And, and so the software that they provide sometimes is, is fully recovered. Sometimes it's not. So you look at that and you go, Wow. On, on the one hand, people think they're really, really prepared, and on the other hand, the results are, are absolutely horrible. >>You know, two thirds of people having, having to pay their ransom. So you start to ask yourself, well, well, what is, what's going on there? And I believe that a lot of it comes down to, kind of reminds me of the old quote from Mike Tyson. Everybody has a plan until they get punched in the mouth. And I think that's kind of what happens with ransomware. You, you think you know what you're, you're doing, you think you're ready based on the information you have. And these people are smart people and, and they're professionals, but oftentimes you don't know what you don't know. And like I say, the bad guys are always dreaming up new ways to attack us. And so I think for that reason, a lot of these have been successful. So that was kind of the key finding to me in kind of the aha moment really in this whole thing. Lisa, >>That's a massive disconnect with the vast majority saying we have a cyber recovery playbook, yet nearly half being the victims of ransomware in the last three years, and then half of them experiencing data loss. What is it then that organizations in this situation across any industry can do to truly enable cyber resilience data resilience as it's, as we said, this is a matter of this is gonna happen just a matter of when and how often >>It it is a matter, Yeah, as you said, it's not if when or, or how often. It's really how badly. So I think what organizations are really do doing now is starting to turn more to cloud-based services. You know, finding professionals who know what they're doing, who have that breadth of experience and who have seen the kinds of, of necessary steps that it takes to do a recovery. And the fact of the matter is a disaster recovery and a cyber recovery are really not the same thing. And so organizations need to be able to, to plan the kinds of recovery associated with cyber recovery in terms of forensics, in terms of, of scanning, in terms of analysis and so forth. So they're, they're turning to professionals in the cloud much more in order to get that breadth of experience and, and to take advantage of cloud based services that are out there. >>Talk to me about some of the key advantages of cloud-based services for data resilience versus traditional legacy on-prem equipment. What are some of the advantages? Why are is IDC seeing this big shift to cloud where, where data resilience is concerned? >>Well, the first and foremost is the economics of it. You know, you can, you can have on demand resources. And in the old days when we had disaster recoveries where there we had two different data centers and a failover and so forth, you know, you had double the infrastructure. If your financial services, it might even be triple, the infrastructure is very complicated, very difficult by going to the cloud. Organizations can subscribe to disaster recovery as a service. It increasingly what we see is a new market of cyber recovery as a service. So being able to leverage those resources to be able to have the forensic analysis available to them, to be able to have the other resources available that are on demand, and to have that plan in place to have those resources in place. I think what happens in a number of situations, Lisa, is that that organizations think they're ready, but then all of a sudden they get hit and all of a sudden they have to engage with outside consultants or they have to bring in other experts and that, and that extends the time to recover that they have and it also complicates it. >>So if they have those resources in place, then they can simply turn them on, engage them, and get that recover going as quickly as possible. >>So what do you think the big issue here is, is it that these, these I p T practitioners over 500 that you surveyed across 20 industries is a global survey? Do they not know what they don't know? What's the the overlying issue here? >>Yeah, I think that's right. It's, you don't know what you don't know and until you get into a specific attack, you know, there, there are so many different ways that, that organizations can be attacked. And in fact, from this research that we found is that in many cases, data exfiltration exceeds data corruption by about 50%. And when you think about that, the, the issue is, once I have your data, what are you gonna do? I mean, there's no amount of recovery that is gonna help. So organizations are either faced with paying the ransom to keep the data from perhaps being used on the dark web or whatever, or simply saying no and, and taking their chances. So best practice things like encryption, immutability, you know, things like that that organizations can put into place. Certainly air gaps. Having a, a solid backup foundation to, to where data is you have a high recovery, high probability of recovery, things like that. Those are the kinds of things that organizations have to put into place really is a baseline to assure that they can recover as fast as possible and not lose data in the event of a ransomware attack. >>Given some of the, the, the disconnect that you articulated, the, the stats that show so many think we are prepared, we've got a playbook, yet so many are being, are being attacked. The vulnerabilities and the, and the, as the, the landscape threat landscape just gets more and more amorphous. Why, what do you recommend organizations? Do you talk to the IT practitioners, but does this go all the way up to the board level in terms of, hey guys, across every industry, we are vulnerable, this is gonna happen, we've gotta make sure that we are truly resilient and proactive? >>Yes, and in fact, what we found from this research is in more than half of cases, the CEO is directly involved in the recovery. So this is very much a C-suite issue. And if you look at the, the, the consequences of ransom where it's not just the ransom, it's the loss productivity, it's, it's the loss of, of revenue. It's, it's the loss of, of customer faith and, and, and goodwill and organizations that have been attacked have, have suffered those consequences. And, and many of them are permanent. So people at the board level where it's, whether it's the ceo, the cfo, the cio, the c cso, you know, whoever it is, they're extremely concerned about these. And I can tell you they are fully engaged in addressing these issues within their organization. >>So all the way at the top critically important, business critical for any industry. I imagine some industries may be a little bit more vulnerable than others, financial services, healthcare, education, we've just seen big attack in Los Angeles County. But in terms of establishing data resilience, you mentioned ransomware isn't going anywhere, It's a big business business, it's very profitable. But what is IDCs prediction where ransomware is concerned? Do you think that organizations, if they truly adopt cloud and status based technologies, can they get to a place where the C-suite doesn't have to be involved to the point where they're, they really actually have i i functioning playbook? >>I i, I don't know if we'll ever get to the point where the CCC C suite is not involved. It's probably very important to have that, that level of executive sponsorship. But, but what we are seeing is, in fact, we predicted by 20 25, 50 5% of organizations we'll have shifted to a cloud centric strategy for their data resilience. And the reason we say that is, you know, workloads on premises aren't going away. So that's the core. We have an increasing number of workloads in the cloud and, and at the edge, and that's really where the growth is. So being able to take that cloud centric model and take advantage of, of cloud resources like immutable storage, being able to move data from region to region inexpensively and easily and, and to be able to take that cloud centric perspective and apply it on premises as well as in the cloud and at the edge is really where we believe that organizations are shifting their focus. >>Got it. We're just cracking the surface here. Phil, I wish we had more time, but I had a chance to read the Juba sponsored IDC White paper. Fascinating finds. I encourage all of you to download that, Take a read, you're gonna learn some very interesting statistics and recommendations for how you can really truly deploy data resilience in your organization. Phil, it's been a pleasure to have you on the program. Thank you for joining >>Me. No problem. Thank you, Lisa. >>In a moment, John Furrier will be here with his next guest. For right now, I'm Lisa Martin and you are watching the Cube, the leader in live tech coverage. >>We live in a world of infinite data, sprawling, dispersed valuable, but also vulnerable. So how do organizations achieve data resiliency when faced with ever expanding workloads, increasing security threats and intensified regulations? Unfortunately, the answer often boils down to what flavor of complexity do you like best? The common patchwork approaches are expensive, convoluted, and difficult to manage. There's multiple software and hardware vendors to worry about different deployments for workloads running on premises or in the cloud. And an inconsistent security framework resulting in enterprises maintaining four of five copies of the same data, increasing costs and risk building to an incoherent mess of complications. Now imagine a world free from these complexities. Welcome to the dr. A data resiliency cloud where full data protection and beautiful simplicity converge. No hardware, no upgrades, no management, just total data resili. With just a few clicks, you can get started integrating all of your data resiliency workflows in minutes. >>Through a true cloud experience built on Amazon web services, the DR A platform automates and manages critical daily tasks giving you time to focus on your business. In other words, get simplicity, scalability, and security instantly with the dr A data resiliency cloud, your data isn't just backed up, it's ready to be used 24 7 to meet compliance needs and to extract critical insights. You can archive data for long term retention, be protected against device failure and natural disasters, and recover from ransomware lightning fast. DVA is trusted with billions of backups annually by thousands of enterprises, including more than 60 of the Fortune 500 costing up to 50% less in the convoluted hardware, software, and appliance solutions. As data grows and becomes more critical to your business advantage, a data resiliency plan is vital, but it shouldn't be complicated. Dr. A makes it simple. >>Welcome back everyone to the cube and the drew of a special presentation of why ransomware isn't your only problem. I'm John Furrier, host of the Cube. We're here with w Curtis Preston. Curtis Preston, he known in the industry Chief Technical Evangelist at Druva. Curtis, great to see you. We're here at why ransomware isn't your only problem. Great to see you. Thanks for coming on. >>Happy to be here. >>So we always see each other events now events are back. So it's great to have you here for this special presentation. The white paper from IDC really talks about this in detail. I to get your thoughts and I'd like you to reflect on the analysis that we've been covering here and the survey data, how it lines up with the real world that you're seeing out there. >>Yeah, I think it's the, the survey results really, I'd like to say, I'd like to say that they surprised me, but unfortunately they didn't. The, the, the, the data protection world has been this way for a while where there's this, this difference in belief or difference between the belief and the reality. And what we see is that there are a number of organizations that have been hit successfully, hit by ransomware, paid the ransom and, and, and or lost data. And yet the same people that were surveyed, they had to high degrees of confidence in their backup system. And I, you know, I, I could, I could probably go on for an hour as to the various reasons why that would be the case, but I, I think that this long running problem that as long as I've been associated with backups, which you know, has been a while, it's that problem of, you know, nobody wants to be the backup person. And, and people often just, they, they, they don't wanna have anything to do with the backup system. And so it sort of exists in this vacuum. And so then management is like, oh, the backup system's great, because the backup person often, you know, might say that it's great because maybe it's their job to say so. But the reality has always been very, very different. >>It's funny, you know, we're good boss, we got this covered. Good, >>It's all good, it's all good, >>You know, and the fingers crossed, right? So again, this is the reality and, and, and as it becomes backup and recovery, which we've talked about many times on the cube, certainly we have with you before, but now with ransomware also, the other thing is people get ransomware hit multiple times. So it's not, not only like they get hit once, so, you know, this is a constant chasing the tail on some ends, but there are some tools out there, You guys have a solution. And so let's get into that. You know, you have had hands on backup experience. What are the points that surprised you the most about what's going on in this world and the realities of how people should be going forward? What's your take? >>Well, I would say that the, the, the one part in the survey that surprised me the most was people that had a huge, you know, that there, there was a huge percentage of people that said that they had a, a, a, you know, a a a ransomware response, you know, in readiness program. And you look at that and you, how could you be, you know, that high percentage of people be comfortable with their ransomware readiness program and a, you know, which includes a number of things, right? There's the cyber attack aspect of responding to a ransomware attack, and then there's the recovery aspect. And so your, you believe that your company was ready for that, and then you go, and I, I think it was 67% of the people in the survey paid the ransom, which as, as a person who, you know, has spent my entire career trying to help people successfully recover their data, that number I think just hurt me the most is that because you, you talked about re infections, the surest way to guarantee that you get rein attacked and reinfected is to pay the ransom. This goes back all the way ransom since the beginning of time, right? Everyone knows if you pay the blackmail, all you're telling people is that you pay blackmail and >>You're in business, you're a good customer arr for ransomware. >>Yeah. So the, the fact that, you know, 60 what two thirds of the people that were attacked by ransomware paid the ransom. That one statistic just, just hurt my heart. >>Yeah. And I think this is the reality. I mean, we go back and even the psychology of the practitioners was, you know, it's super important to get back in recovery and that's been around for a long time, but now that's an attack vector, okay? And there's dollars involved, like I said, the arr joking, but there's recurring revenue for the, for the bad guys if they know you're paying up and if you're stupid enough not to change, you're tooling, right? So, so again, it works both ways. So I gotta ask you, why do you think so many are unable to successfully respond after an attack? Is it because they know it's coming? I mean, I mean, they're not that dumb. I mean, they have to know it's coming. Why aren't they responding and successfully to this? >>I I think it's a, it's a litany of thing starting with the, that aspect that I mentioned before, that nobody wants to have anything to do with the backup system, right? So nobody wants to be the one to raise their hand because if, if you're the one that raises their hand, you know what, that's a good idea, Curtis, why don't you look into that? Right. Nobody, nobody wants to be, Where's >>That guy now? He doesn't work here anymore. Yeah, but I I I hear where you come from exactly. Psychology. >>Yeah. So there, there's that. But then the second is that because of that, no one's looking at the fact that backups are the attack vector. They, they, they become the attack vector. And so because they're the attack vector, they have to be protected as much, if not more than the rest of the environment. The rest of the environment can live off of active directory and, you know, and things like Okta, so that you can have SSO and things like that. The backup environment has to be segregated in a very special way. Backups have to be stored completely separate for from your environment. The login and authentication and authorization system needs to be completely separate from your typical environment. Why? Because if you, if that production environment is compromised now knowing that the attacks or that the backup systems are a significant portion of the attack vector, then you've, if, if the production system is compromised, then the backup system is compromised. So you've got to segregate all of that. And I, and I just don't think that people are thinking about that. Yeah. You know, and they're using the same backup techniques that they've used for many, many years. >>So what you're saying is that the attack vectors and the attackers are getting smarter. They're saying, Hey, we'll just take out the backup first so they can backup. So we got the ransomware it >>Makes Yeah, exactly. The the largest ransomware group out there, the KTI ransomware group, they are specifically targeting specific backup vendors. They know how to recognize the backup servers. They know how to recognize where the backups are stored, and they are exfiltrating the backups first and then deleting them and then letting you know you have ransom. >>Okay, so you guys have a lot of customers, they all kind of have the same this problem. What's the patterns that you're seeing? How are they evolving? What are some of the things that they're implementing? What is the best practice? >>Well, again, you, you've got to fully segregate that data. There are, and, and everything about how that data is stored and everything about how that data's created and accessed. There are ways to do that with other, you know, with other commercial products, you can take a, a, a standard product and put a number of layers of defense on top of it, or you can switch to the, the way Druva does things, which is a SAS offering that stores your data completely in the cloud in our account, right? So your account could be completely compromised. That has nothing to do with our account. And the, the, it's a completely different authentication and authorization system. You've got multiple layers of defense between your computing environment and where we store your backups. So basically what you get by default with the, the way juva stores your backups is the best you can get after doing many, many layers of defense on the other side and having to do all that work with us. You just log in and you get all of that. >>I guess how do, how do you break the laws of physics? I guess that's the question here. >>Well, when, because that's the other thing is that by storing the data in the cloud, we, we do, and I've said this a few times, that you get to break the laws of physics and the, the only way to do that is to, is time travel and what, that's what it, so yeah, so Druva has time travel. What, and this is a criticism by the way. I don't think this is our official position, but Yeah. But the, the idea is that the only way to restore data as fast as possible is to restore it before you actually need it. And that's what kind of what I mean by time travel in that you basically, you configure your dr your disaster recovery environment in, in DVA one time. And then we are pre restoring your data as often as you tell us to do, to bring your DR environment up to the, you know, the, the current environment as quickly as we can so that in a disaster recovery scenario, which is part of your ransomware response, right? Again, there are many different parts, but when you get to actually restoring the data, you should be able to just push a button and go the, the data should already be restored. And that's the, i that's the way that you break the laws of physics is you break the laws of time. >>Well, I, everyone wants to know the next question, and this is the real big question, is, are you from the future? >>Yeah. Very much the future. >>What's it like in the future? Backup recovery as a restore, Is it air gaping? Everything? >>Yeah. It, it, it, Well it's a world where people don't have to worry about their backups. I I like to use the phrase, get outta the backup business. Just get into the ReSTOR business. I I, you know, I'm, I'm a grandfather now and I, and I love having a granddaughter and I often make the joke that if I don't, if I'd have known how great grandkids were, I would've skipped straight to them, right? Not possible. Just like this. Recoveries are great. Backups are really hard. So in the future, if you use a SAS data protection system and data resiliency system, you can just do recoveries and not have to worry about >>Backups. Yeah. And what's great about your background is you've got a lot of historical perspective. You've seen that been in the ways of innovation now it's really is about the recovery and real time. So a lot of good stuff going on. And God think automated thingss gotta be rocking and rolling. >>Absolutely. Yeah. I do remember, again, having worked so hard with many clients over the years, back then, we worked so hard just to get the backup done. There was very little time to work on the recovery. And I really, I kid you not that our customers don't have to do all of those things that all of our competitors have to do to, you know, to, to break, to try to break the laws of physics. I've been fighting the laws of physics my entire career to get the backup done in the first place. Then to secure all the data, right to air gap it and make sure that a ransomware attack isn't going to attack it. Our customers get to get straight to a fully automated disaster recovery environment that they get to test as often as possible and they get to do a full test by simply pressing a single button. And you know, I, I wish that, I wish everybody had that ability. >>Yeah, I mean, security's a big part of it. Data's in the middle of it all. This is now mainstream front lines. Great stuff Chris, great to have you on, bring that perspective and thanks for the insight. Really >>Appreciate it. Always happy to talk about my favorite subject. >>All right, we'll be back in a moment. We'll have Steven Manley, the cto and on John Shva, the GM and VP of Product Manage will join me. You're watching the cube, the leader in high tech enterprise coverage. >>Ransomware is top of mind for everyone. Attacks are becoming more frequent and more sophisticated. It's a problem you can't solve alone anymore. Ransomware is built to exploit weaknesses in your backup solution, destroying data and your last line of defense. With many vendors, it can take a lot of effort and configuration to ensure your backup environment is secure. Criminals also know that it's easy to fall behind on best practices like vulnerability, scans, patches and updates. In fact, 42% of vulnerabilities are exploited after a patch has been released after an attack. Recovery can be a long and manual process that still may not restore clean or complete data. The good news is that you can keep your data safe and recover faster with the DR A data resiliency cloud on your side. The DR A platform functions completely in the cloud with no hardware, software, operating system, or complex configurations, which means there are none of the weaknesses that ransomware commonly uses to attack backups. >>Our software as a service model delivers 24 7 365 fully managed security operations for your backup environment. We handle all the vulnerability scans, patches and upgrades for you. DVA also makes zero trust security easy with builtin multifactor authentication, single sign-on and role-based access controls in the event of an attack. Druva helps you stop the spread of ransomware and quickly understand what went wrong. With builtin access insights and anomaly detection, then you can use industry first tools and services to automate the recovery of clean unencrypted data from the entire timeframe of the attack. Cyber attacks are a major threat, but you can make protection and recovery easy with dva. >>Welcome back everyone to the Cubes special presentation with DVA on why ransomware isn't your only problem. I'm John er, host of the Cube. Our next guest are Steven Manley, Chief Technology Officer of dva and I, John Trini VAs, who is the general manager and vice president of product management and Druva. Gentleman, you got the keys to the kingdom, the technology, ransomware, data resilience. This is the topic, the IDC white paper that you guys put together with IDC really kind of nails it out. I want to get into it right away. Welcome to this segment. I really appreciate it. Thanks for coming on. >>Great to be here John. >>So what's your thoughts on the survey's conclusion? I've obviously the resilience is huge. Ransomware is continues to thunder away at businesses and causes a lot of problems. Disruption, I mean just it's endless ransomware problems. What's your thoughts on the con conclusion? >>So I'll say the, the thing that pops out to me is, is on the one hand, everybody who sees the survey, who reads, it's gonna say, well that's obvious. Of course ransomware continues to be a problem. Cyber resilience is an issue that's plaguing everybody. But, but I think when you dig deeper and there and there's a lot of subtleties to look into, but, but one of the things that, that I hear on a daily basis from the customers is it's because the problem keeps evolving. It, it's not as if the threat was a static thing to just be solved and you're done because the threat keeps evolving. It remains top of mind for everybody because it's so hard to keep up with with what's happening in terms of the attacks. >>And I think the other important thing to note, John, is that people are grappling with this ransomware attack all of a sudden where they were still grappling with a lot of legacy in their own environment. So they were not prepared for the advanced techniques that these ransomware attackers were bringing to market. It's almost like these ransomware attackers had a huge leg up in terms of technology that they had in their favor while keeping the lights on was keeping it away from all the tooling that needed to do. A lot of people are even still wondering when that happens next time, what do I even do? So clearly not very surprising. Clearly I think it's here to stay and I think as long as people don't retool for a modern era of data management, this is going to stay this >>Way. Yeah, I mean I hear this whole time and our cube conversations with practitioners, you know there, it's kind of like the security pro give me more tools, I'll buy anything that comes in the market. I'm desperate. There's definitely attention but it doesn't seem like people are satisfied with the tooling that they have. Can you guys share kind of your insights into what's going on in the product side? Because you know, people claim that they have tools at fine points of, of recovery opportunities but they can't get there. So it seems to be that there's a confidence problem here in the market. What, how do you guys see that? Cuz I think this is where the rubber meets the road with ransomware cuz it's, it is a moving train, it's always changing but it doesn't seem as confidence. Can you guys talk about that? What's your reaction? >>Yeah, let me jump in first and Steven can add to it. What happens is I think this is a panic buying and they have accumulated this tooling now just because somebody said could solve your problem, but they haven't had a chance to take a re-look from a ground up perspective to see where are the bottlenecks, where are the vulnerabilities and which tooling set needs to lie? Where, where does the logic need to recite and what in Drew we are watching people do and people do it successfully, is that as they have adopted through our technology, which is ground up built for the cloud and really built in a way which is, you know, driven at a data insight level where we have people even monitoring our service for anomalies and activities that are suspicious. We know where we need to play a role in really kind of mitigating this ransomware. >>And then there's a whole plethora of ecosystem players that kind of combine to really really finish the story so to say, right? So I think this has been a panic buying situation. This is like, get me any help you can give me. And I think as this settles down and people really understand that longer term as they really build out a true defense mechanism, they need to think really ground up. They will start to really see the value of technologies like Druva and tried to identify the right set of ecosystem to really bring together to solve it meaningfully. >>Steven, >>I was gonna say, I mean one, one of the, one of the really interesting things in the survey for me and, and, and for a moment, little more than a moment, it made me think was that the large number of respondents who said I've got a really efficient well run backup environment, who then on basically the next question said, and I have no confidence that I can recover from a ransomware attack. And you scratch your head and you think, well if your backup environment is so good, why do you have such low confidence? And, and, and I think that's the moment when we, we dug deeper and we realized, you know, if you've got a traditional architecture and let's face the dis base architecture's been around for almost two decades now in terms of dis based backup, you can have that tune to the help that can be running as efficiently, efficiently as you want it, but it was built before the ransomware attacks before, before all these cyber issues, you know, really start hitting companies. And so I have this really well run traditional backup environment that is not at all built for these modern threat vectors. And so that's really why customers are saying I'm doing the best I can, but as Angen pointed out, the architecture, the tooling isn't there to support what, what problems I need to solve today. Yeah, >>Great point. And so yeah, well that's a great point. Before we get into the customer side, I wanna get to in second, you know, I interviewed Jare, the the founder CEO many years ago, even before the pandemic. You mentioned modern, you guys have always had the cloud, which r this is huge. Now that you're past the pandemic, what is that modern cloud edge you guys have? Cuz that's a great point. A lot of stuff was built kind of Beckham recovery bolted on, not really kind of designed into the, the current state of the infrastructure and the cloud native application modern environment we're seeing. Right? Now's a huge issue >>I think. I think it's, it's to me there's, there's three things that come up over and over and over again as, as we talk to people in terms of, you know, being built in cloud, being cloud native, why is an advantage? The first one is, is security and ransomware. And, and, and we can go deeper, but the most obvious one that always comes up is every single backup you do with DVA is air gap offsite managed under a separate administrative domain so that you're not retrofitting any sort of air gap network and buying another appliance or setting up your own cloud environment to manage this. Every backup is ransomware protected, guaranteed. I think the second advantage is the scalability. And you know this, this certainly plays into account as your, your business grows or in some cases as you shrink or repurpose workloads, you're only paying for what you use. >>But it also plays a a big role again when you start thinking of ransomware recoveries because we can scale your recovery in cloud on premises as much or as little as you want. And then I think the third one is we're seeing a basically things evolving new workloads, data sprawl, new threat vectors. And one of the nice parts of being a SA service in the cloud is you're able to roll out new functionality every two weeks and there's no upgrade cycle, there's no waiting, you know, the customer doesn't have to say, Wow, I need it six months in the lab before I upgrade it and it's an 18 month, 24 month cycle before the functionality releases. You're getting it every two weeks and it's backed by Druva to make sure it works. >>That says on John, you know, you got the, the product side, you know, it's challenging job cuz you have so many customers asking for things probably on the roadmap you probably go hour for that one. But I wanna get your thoughts on what you're hearing and seeing from customers. You know, we just reviewed the IDC with Phil. How are you guys responding to your customer's needs? Because it seems that it's highly accelerated on the, probably on the feature request, but also structurally as as ransomware continues to evolve. What are you hearing, what's the key customer need? How are you guys responding? >>Yeah, actually I have two things that I hear very clearly when I talk to customers. One, I think after listening to their security problems and their vulnerability challenges because we see customers and help customers who are getting challenge by ransomware on a weekly basis. And what I find that this problem is not just a technology problem, it's an operating model problem. So in order to really secure themselves, they need a security operating model and a lot of them haven't figured out that security operating model in totality. Now where we come in as rua is that we are providing them the cloud operating model and a data protection operating model combined with a data insights operating model which all fit into their overall security operating model that they are really owning and they need to manage and operate because this is just not about a piece of technology. >>On top of that, I think our customers are getting challenged by all the same challenges of not just spending time on keeping the lights on but innovating faster with faster, with less. And that has been this age old problem, do more with less. But in this, in this whole, they're like trying to innovate in the middle of the war so to say, right, the war is happening, they're getting attacked, but there's also net new shadow IT challenges that's forcing them to make sure that they can manage all the new applications that are getting developed in the cloud. There is thousands of SaaS applications that they're consuming not knowing which data is critical to their success and which ones to protect and govern and secure. So all of these things are coming at them at a hundred miles per hour while they're just, you know, trying to live one day at a time. >>And unless they really develop this overall security operating model helped by cloud native technologies like Druva that really providing them a true cloud native model of really giving like a touchless and an invisible protection infrastructure. Not just beyond backups, beyond just the data protection that we all know of into this kind of this mindset of kind of being able to look at where each of those functionalities need to lie. That's where I think they're grappling with now. Drew is clearly helping them with keep up to pace with the public cloud innovations that they need to do and how to protect data. We just launched our EC two offering to protect EC two virtual machines back in aws and we are gonna be continuing to evolve that to further many services that public cloud software cuz our customers are really kind of consuming them at breakneck speed. >>So the new workloads, the new security capabilities. Love that. Good, good call out there. Steven, this still the issue of the disruption side of it, you guys have a guarantee there's a cost of ownership as you get more tools. Can you talk about that angle of it? Because this is, you got new workloads, you got the new security needs, what's the disruption impact? Cause you know, you won't avoid that. How much is it gonna cost you? And you guys have this guarantee, can you explain that? >>Yeah, absolutely. So, so Dr launched our 10 million data resiliency guarantee. And, and for us, you know, there were, there were really two key parts to this. The first obviously is 10 million means that, you know, again we're, we're we're willing to put our money where our mouth is and, and that's a big deal, right? That that, that we're willing to back this with the guarantee. But then the second part, and, and, and this is the part that I think reflects that, that sort of model that Angen was talking about, we, we sort of look at this and we say the goal of DVA is to do the job of protecting and securing your data for you so that you as a customer don't have to do it anymore. And so the guarantee actually protects you against multiple types of risks all with SLAs. So everything from, you know, your data's gonna be recoverable in the case of a ransomware attack. >>Okay, that's good. Of course for it to be recoverable, we're also guaranteeing, you know, your backup, your backup success rate. We're also guaranteeing the availability of the service. You know, we're, we're guaranteeing that the data that we're storing for you can't be compromised or leaked externally and you know, we're guaranteeing the long term durability of the data so that if you back up with us today and you need to recover 30 years from now, that data's gonna be recovered. So we wanted to really attack the end to end, you know, risks that, that, that affect our customers. Cybersecurity is a big deal, but it is not the only problem out there and the only way for this to work is to have a service that can provide you SLAs across all of the risks because that means, again, as a SAS vendor, we're doing the job for you so you're buying results as opposed to technology. >>That's great. Great point. Ransomware isn't the only problem that's the title of this presentation, but is a big one. People concerned about it. So great stuff. In the last five minutes guys, if you don't mind, I'd love to have you share what's on the horizon for dva. You mentioned the new workloads on John, you mentioned this new security hearing shift left DevOps is now the developer model, they're running it get data and security teams now stepping in and trying to be as vo high velocity as possible for the developers and enterprises. What's on the horizon, Ava? What trends is the company watching and how are you guys putting that together to stay ahead in the marketplace and the competition? >>Yeah, I think listening to our customers, what we realize is they need help with the public cloud. Number one. I think that's a big wave of consumption. People are consolidating their data centers, moving to the public cloud. They need help in expanding data protection, which becomes the basis of a lot of the security operating model that I talked about. They need that first from before they can start to get into much more advanced level of insights and analytics on that data to protect themselves and secure themselves and do interesting things with that data. So we are expanding our coverage on multiple fronts there. The second key thing is to really bring together a very insightful presentation layer, which I think is very unique to thwa because only we can look at multiple tenants, multiple customers because we are a SAS vendor and look at insights and give them best practices and guidances and analytics that nobody else can give. >>There's no silo anymore because we are able to take a good big vision view and now help our customers with insights that otherwise that information map is completely missing. So we are able to guide them down a path where they can optimize which workloads need, what kind of protection, and then how to secure them. So that is the second level of insights and analytics that we are building. And there's a whole plethora of security offerings that we are gonna build all the way from a feature level where we have things like recycle bin that's already available to our customers today to prevent any anomalous behavior and attacks that would delete their backups and then they still have a way to recover from it, but also things to curate and get back to that point in time where it is safe to recover and help them with a sandbox which they can recover confidently knowing it's not going to jeopardize them again and reinfect the whole environment again. So there's a whole bunch of things coming, but the key themes are public cloud, data insights and security and that's where my focus is to go and get those features delivered and Steven can add a few more things around services that Steven is looking to build in launch. >>Sure. So, so yeah, so, so John, I think one of the other areas that we see just an enormous groundswell of interest. So, so public cloud is important, but there are more and more organizations that are running hundreds if not thousands of SaaS applications and a lot of those SaaS applications have data. So there's the obvious things like Microsoft 365 Google workspace, but we're also seeing a lot of interest in protecting Salesforce because if you think about it, you know, if you, if if someone you know deletes some really important records in Salesforce, that's, that's actually actually kind of the record of your business. And so, you know, we're looking at more and more SaaS application protection and, and really getting deep in that application awareness. It's not just about backup and recovery. When you look at something like, like a sales force or something like Microsoft 365, you do wanna look into sandboxing, you wanna, you wanna look into long term archival because again, this is the new record of the business, what used to be in your on premises databases that all lives in cloud and SaaS applications now. >>So that's a really big area of investment for us. The second one, just to echo what, what engine said is, you know, one of the great things of being a SaaS provider is I have metadata that spans across thousands of customers and tens of billions of backups a year. And I'm tracking all sorts of interesting information that is going to enable us to do things like make backups more autonomous so that customers, again, I want to do the job for them, will do all the tuning, we'll do all the management for them to be able to better detect ransomware attacks, better respond to ransomware attacks because we're seeing across the globe. And then of course being able to give them more insight into what's happening in their data environment so they can get a better security posture before any attack happens. Because let's face it, if you can set your, your data up more cleanly, you're gonna be a lot less worried and a lot less exposed from that attack happens. So we want to be able to again, cover those SaaS applications in addition to the public cloud. And then we want to be able to use our metadata and use our analytics and use this massive pipeline. We've got to deliver value to our customers, not just charts and graphs, but actual services that enable them to focus their attention on other parts of the business. >>That's great stuff. Run John. >>And remember John, I think all this while keeping things really easy to consume consumer grade UI APIs and the, the really, the power of SaaS as a service simplicity to kind of continue on amongst kind of keeping these complex technologies together. >>Aj, that's a great call out. I was gonna mention ease of use is and self-service, big part of the developer and IT experience expected, it's the table stakes, love the analytic angle. I think that brings the scale to the table and faster time to value to get to learn best practices. But the end of the day automation, cross cloud protection and security to protect and recover. This is huge and this is big part of not only just protecting against ransomware and other things, but really being fast and being agile. So really appreciate the insights. Thanks for sharing on this segment, really under the hood and really kind of the value of of the product. Thanks for coming on. Appreciate it. >>Thank you very much. >>Okay, there it is. You got the experts talking about under the hood, the product, the value, the future of what's going on with Druva and the future of cloud native protecting and recovering. This is what it's all about. It's not just ransomware they have to worry about. In a moment, Dave Ante will give you some closing thoughts on the subject here you're watching the cube, the leader in high tech enterprise coverage. >>As organizations migrate their business processes to multi-cloud environments, they still face numerous threats and risks of data loss. With a growing number of cloud platforms and fragmented applications, it leads to an increase in data silos, sprawl, and management complexity. As workloads become more diverse, it's challenging to effectively manage data growth infrastructure, and resource costs across multiple cloud deployments. Using numerous backup vendor solutions for multiple cloud platforms can lead to management complexity. More importantly, the lack of centralized visibility and control can leave you exposed to security vulnerabilities, including ransomware that can cripple your business. The dr. A Data Resiliency Cloud is the only 100% SAS data resiliency platform that provides centralized, secure air gapped and immutable backup and recovery. With dva, your data is safe with multiple layers of protection and is ready for fast recovery from cyber attack, data corruption, or accidental data loss. Through a simple, easy to manage platform, you can seamlessly protect fragmented, diverse data at scale, across public clouds and your business critical SaaS applications. Druva is the only 100% SAS fender that can manage, govern, and protect data across multiple clouds and business critical SAS applications. It supports not just backup and recovery, but also data resiliency across high value use cases such as e-discovery, sensitive data governance, ransomware, and security. No other vendor can match Druva for customer experience, infinite scale storage optimization, data immutability and ransomware protection. The DVA data resiliency cloud your data always safe, always ready. Visit druva.com today to schedule a free demo. >>One of the big takeaways from today's program is that in the scramble to keep business flowing over the past two plus years, a lot of good technology practices have been put into place, but there's much more work to be done specifically because the frequency of attacks is on the rise and the severity of lost, stolen, or inaccessible data is so much higher. Today, business resilience must be designed into architectures and solutions from the start. It cannot be an afterthought. Well, actually it can be, but you won't be happy with the results. Now, part of the answer is finding the right partners, of course, but it also means taking a systems' view of your business, understanding the vulnerabilities and deploying solutions that can balance cost efficiency with appropriately high levels of protection, flexibility, and speed slash accuracy of recovery. You know, we hope you found today's program useful and informative. Remember, this session is available on demand in both its full format and the individual guest segments. All you gotta do is go to the cube.net and you'll see all the content, or you can go to druva.com. There are tons of resources available, including analyst reports, customer stories. There's this cool TCO calculator. You can find out what pricing looks like and lots more. Thanks for watching why Ransomware isn't your only problem Made possible by dva, a collaboration with IDC and presented by the Cube, your leader in enterprise and emerging tech coverage.

Published Date : Oct 6 2022

SUMMARY :

Now, the first major change was to recognize that the perimeter had suddenly And that new approaches to operational resilience were general manager of product management at the company. It's great to have you back on the cube. of the IT people, but of the business people alike, because it really does have a priority all the way up the stack to the C-suite. and helping the organization to extract value from their data to be a data company to be competitive, digital resilience, data resilience. But data resilience is really a part of digital resilience, if you think about the data itself What are some of those complications that organizations need to be aware of? Well, one of the biggest is what, what you mentioned at the, at the top of the segment. And the fact Let, let's talk a little bit about the demographics of the survey and then talk about what was CTOs, VP of of infrastructure, you know, managers of data centers, the bad guys aren't, aren't necessarily to be trusted. And these people are smart people and, and they're professionals, but oftentimes you don't know what you don't know. in this situation across any industry can do to truly enable And the fact of the matter is a disaster recovery What are some of the advantages? And in the old days when we had disaster recoveries where So if they have those resources in place, then they can simply turn them on, Those are the kinds of things that organizations have to put into place really what do you recommend organizations? the c cso, you know, whoever it is, they're extremely concerned about these. So all the way at the top critically important, business critical for any industry. And the reason we say that is, you know, Phil, it's been a pleasure to have you on the program. Thank you, Lisa. I'm Lisa Martin and you are watching the Cube, the leader in live tech coverage. the answer often boils down to what flavor of complexity do you like best? the DR A platform automates and manages critical daily tasks giving you time I'm John Furrier, host of the Cube. So it's great to have you here for this special presentation. because the backup person often, you know, might say that it's great because maybe It's funny, you know, we're good boss, we got this covered. not only like they get hit once, so, you know, this is a constant chasing the tail on some the ransom, which as, as a person who, you know, the people that were attacked by ransomware paid the ransom. for the bad guys if they know you're paying up and if you're stupid enough not to change, I I think it's a, it's a litany of thing starting with the, that aspect that I mentioned before, Yeah, but I I I hear where you come from exactly. so that you can have SSO and things like that. So what you're saying is that the attack vectors and the attackers are getting smarter. the backups first and then deleting them and then letting you know you Okay, so you guys have a lot of customers, they all kind of have the same this problem. after doing many, many layers of defense on the other side and having to do all that work with I guess how do, how do you break the laws of physics? And that's the, i that's the way that you break the laws So in the future, if you use a SAS data protection system seen that been in the ways of innovation now it's really is about the recovery and real time. all of our competitors have to do to, you know, to, to break, to try to break the laws Great stuff Chris, great to have you on, bring that perspective and thanks for the insight. Always happy to talk about my favorite subject. the GM and VP of Product Manage will join me. The good news is that you can keep your data safe and recover faster with in the event of an attack. the IDC white paper that you guys put together with IDC really kind Ransomware is continues to thunder away at businesses and causes a lot of So I'll say the, the thing that pops out to me is, is on the one hand, And I think the other important thing to note, John, is that people are grappling So it seems to be that there's a confidence problem you know, driven at a data insight level where we have people even monitoring our service finish the story so to say, right? And you scratch your head and you think, well if your backup environment I wanna get to in second, you know, I interviewed Jare, the the founder CEO many years ago, but the most obvious one that always comes up is every single backup you do with DVA And one of the nice parts of being a SA service in the cloud is How are you guys responding to your customer's needs? overall security operating model that they are really owning and they need to manage and operate And that has been this age old problem, do more with less. of this mindset of kind of being able to look at where each of those functionalities need to lie. And you guys have this guarantee, And so the guarantee actually protects you against multiple types of risks all with SLAs. this to work is to have a service that can provide you SLAs across all of the risks because You mentioned the new workloads on John, you mentioned this new security hearing shift left DevOps is now the and analytics on that data to protect themselves and secure themselves and do interesting things with So that is the second level of insights and And so, you know, what engine said is, you know, one of the great things of being a SaaS provider is I have metadata That's great stuff. a service simplicity to kind of continue on amongst kind of keeping these complex But the end of the day automation, cross cloud protection and security to protect and It's not just ransomware they have to worry about. and control can leave you exposed to security vulnerabilities, including ransomware that frequency of attacks is on the rise and the severity of

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Keynote Analysis | AWS re:Inforce 2022


 

>>Hello, everyone. Welcome to the Cube's live coverage here in Boston, Massachusetts for AWS reinforce 2022. I'm John fur, host of the cube with Dave. Valante my co-host for breaking analysis, famous podcast, Dave, great to see you. Um, Beck in Boston, 2010, we started >>The queue. It all started right here in this building. John, >>12 years ago, we started here, but here, you know, just 12 years, it just seems like a marathon with the queue. Over the years, we've seen many ways. You call yourself a historian, which you are. We are both now, historians security is doing over. And we said in 2013 is security to do where we asked pat GSK. Now the CEO of Intel prior to that, he was the CEO of VMware. This is the security show fors. It's called the reinforce. They have reinvent, which is their big show. Now they have these, what they call reshow, re Mars, machine learning, automation, um, robotics and space. And then they got reinforced, which is security. It's all about security in the cloud. So great show. Lot of talk about the keynotes were, um, pretty, I wouldn't say generic on one hand, but specific in the other clear AWS posture, we were both watching. What's your take? >>Well, John, actually looking back to may of 2010, when we started the cube at EMC world, and that was the beginning of this massive boom run, uh, which, you know, finally, we're starting to see some, some cracks of the armor. Of course, we're threats of recession. We're in a recession, most likely, uh, in inflationary pressures, interest rate hikes. And so, you know, finally the tech market has chilled out a little bit and you have this case before we get into the security piece of is the glass half full or half empty. So budgets coming into this year, it was expected. They would grow at a very robust eight point half percent CIOs have tuned that down, but it's still pretty strong at around 6%. And one of the areas that they really have no choice, but to focus on is security. They moved everything into the cloud or a lot of stuff into the cloud. >>They had to deal with remote work and that created a lot of security vulnerabilities. And they're still trying to figure that out and plug the holes with the lack of talent that they have. So it's interesting re the first reinforc that we did, which was also here in 2019, Steven Schmidt, who at the time was chief information security officer at Amazon web services said the state of cloud security is really strong. All this narrative, like the pat Gelsinger narrative securities, a do over, which you just mentioned, security is broken. It doesn't help the industry. The state of cloud security is very strong. If you follow the prescription. Well, see, now Steven Schmidt, as you know, is now chief security officer at Amazon. So we followed >>Jesse all Amazon, not just AWS. So >>He followed Jesse over and I asked him, well, why no, I, and they said, well, he's responsible now for physical security. Presumably the warehouses I'm like, well, wait a minute. What about the data centers? Who's responsible for that? So it's kind of funny, CJ. Moses is now the CSO at AWS and you know, these events are, are good. They're growing. And it's all about best practices, how to apply the practices. A lot of recommendations from, from AWS, a lot of tooling and really an ecosystem because let's face it. Amazon doesn't have the breadth and depth of tools to do it alone. >>And also the attendance is interesting, cuz we are just in New York city for the, uh, ado summit, 19,000 people, massive numbers, certainly in the pandemic. That's probably one of the top end shows and it was a summit. This is a different audience. It's security. It's really nerdy. You got OT, you got cloud. You've got on-prem. So now you have cloud operations. We're calling super cloud. Of course we're having our inaugural pilot event on August 9th, check it out. We're called super cloud, go to the cube.net to check it out. But this is the super cloud model evolving with security. And what you're hearing today, Dave, I wanna get your reaction to this is things like we've got billions of observational points. We're certainly there's no perimeter, right? So the perimeter's dead. The new perimeter, if you will, is every transaction at scale. So you have to have a new model. So security posture needs to be rethought. They actually said that directly on the keynote. So security, although numbers aren't as big as last week or two weeks ago in New York still relevant. So alright. There's sessions here. There's networking. Very interesting demographic, long hair. Lot of >>T-shirts >>No lot of, not a lot of nerds doing to build out things over there. So, so I gotta ask you, what's your reaction to this scale as the new advantage? Is that a tailwind or a headwind? What's your read? >>Well, it is amazing. I mean he actually, Steven Schmidt talked about quadrillions of events every month, quadrillions 15 zeros. What surprised me, John. So they, they, Amazon talks about five areas, but by the, by the way, at the event, they got five tracks in 125 sessions, data protection and privacy, GRC governance, risk and compliance, identity network security and threat detection. I was really surprised given the focus on developers, they didn't call out container security. I would've thought that would be sort of a separate area of focus, but to your point about scale, it's true. Amazon has a scale where they'll see events every day or every month that you might not see in a generation if you just kind of running your own data center. So I do think that's, that's, that's, that's a, a, a, a valid statement having said that Amazon's got a limited capability in terms of security. That's why they have to rely on the ecosystem. Now it's all about APIs connecting in and APIs are one of the biggest security vulnerability. So that's kind of, I, I I'm having trouble squaring that circle. >>Well, they did just to come up, bring back to the whole open source and software. They did say they did make a measurement was store, but at the beginning, Schmidt did say that, you know, besides scale being an advantage for Amazon with a quadri in 15 zeros, don't bolt on security. So that's a classic old school. We've heard that before, right. But he said specifically, weave in security in the dev cycles. And the C I C D pipeline that is, that basically means shift left. So sneak is here, uh, company we've covered. Um, and they, their whole thing is shift left. That implies Docker containers that implies Kubernetes. Um, but this is not a cloud native show per se. It's much more crypto crypto. You heard about, you know, the, uh, encrypt everything message on the keynote. You heard, um, about reasoning, quantum, quantum >>Skating to the puck. >>Yeah. So yeah, so, you know, although the middleman is logged for J heard that little little mention, I love the quote from Lewis Hamilton that they put up on stage CJ, Moses said, team behind the scenes make it happen. So a big emphasis on teamwork, big emphasis on don't bolt on security, have it in the beginning. We've heard that before a lot of threat modeling discussions, uh, and then really this, you know, the news around the cloud audit academy. So clearly skills gap, more threats, more use cases happening than ever before. >>Yeah. And you know, to your point about, you know, the teamwork, I think the problem that CISOs have is they just don't have the talent to that. AWS has. So they have a real difficulty applying that talent. And so but's saying, well, join us at these shows. We'll kind of show you how to do it, how we do it internally. And again, I think when you look out on this ecosystem, there's still like thousands and thousands of tools that practitioners have to apply every time. There's a tool, there's a separate set of skills to really understand that tool, even within AWS's portfolio. So this notion of a shared responsibility model, Amazon takes care of, you know, securing for instance, the physical nature of S3 you're responsible for secure, make sure you're the, the S3 bucket doesn't have public access. So that shared responsibility model is still very important. And I think practitioners still struggling with all this complexity in this matrix of tools. >>So they had the layered defense. So, so just a review opening keynote with Steve Schmidt, the new CSO, he talked about weaving insecurity in the dev cycles shift left, which is the, I don't bolt it on keep in the beginning. Uh, the lessons learned, he talked a lot about over permissive creates chaos, um, and that you gotta really look at who has access to what and why big learnings there. And he brought up the use cases. The more use cases are coming on than ever before. Um, layered defense strategy was his core theme, Dave. And that was interesting. And he also said specifically, no, don't rely on single security control, use multiple layers, stronger together. Be it it from the beginning, basically that was the whole ethos, the posture, he laid that down >>And he had a great quote on that. He said, I'm sorry to interrupt single controls. And binary states will fail guaranteed. >>Yeah, that's a guarantee that was basically like, that's his, that's not a best practice. That's a mandate. <laugh> um, and then CJ, Moses, who was his deputy in the past now takes over a CSO, um, ownership across teams, ransomware mitigation, air gaping, all that kind of in the weeds kind of security stuff. You want to check the boxes on. And I thought he did a good job. Right. And he did the news. He's the new CISO. Okay. Then you had lean is smart from Mongo DB. Come on. Yeah. Um, she was interesting. I liked her talk, obviously. Mongo is one of the ecosystem partners headlining game. How do you read into that? >>Well, I, I I'm, its really interesting. Right? You didn't see snowflake up there. Right? You see data breaks up there. You had Mongo up there and I'm curious is her and she's coming on the cube tomorrow is her primary role sort of securing Mongo internally? Is it, is it securing the Mongo that's running across clouds. She's obviously here talking about AWS. So what I make of it is, you know, that's, it's a really critical partner. That's driving a lot of business for AWS, but at the same time it's data, they talked about data security being one of the key areas that you have to worry about and that's, you know what Mongo does. So I'm really excited. I talked to her >>Tomorrow. I, I did like her mention a big idea, a cube alumni, yeah. Company. They were part of our, um, season one of our eight of us startup showcase, check out AWS startups.com. If you're watching this, we've been doing now, we're in season two, we're featuring the fastest growing hottest startups in the ecosystem. Not the big players, that's ISVs more of the startups. They were mentioned. They have a great product. So I like to mention a big ID. Um, security hub mentioned a config. They're clearly a big customer and they have user base, a lot of E C, two and storage going on. People are building on Mongo so I can see why they're in there. The question I want to ask you is, is Mongo's new stuff in line with all the upgrades in the Silicon. So you got graviton, which has got great stuff. Um, great performance. Do you see that, that being a key part of things >>Well, specifically graviton. So I I'll tell you this. I'll tell you what I know when you look at like snowflake, for instance, is optimizing for graviton. For certain workloads, they actually talked about it on their earnings call, how it's lowered the cost for customers and actually hurt their revenue. You know, they still had great revenue, but it hurt their revenue. My sources indicate to me that that, that Mongo is not getting as much outta graviton two, but they're waiting for graviton three. Now they don't want to make that widely known because they don't wanna dis AWS. But it's, it's probably because Mongo's more focused on analytics. But so to me, graviton is the future. It's lower cost. >>Yeah. Nobody turns off the database. >>Nobody turns off the database. >><laugh>, it's always cranking C two cycles. You >>Know the other thing I wanted to bring, bring up, I thought we'd hear, hear more about ransomware. We heard a little bit of from Kirk Coel and he, and he talked about all these things you could do to mitigate ransomware. He didn't talk about air gaps and that's all you hear is how air gap. David Flo talks about this all the time. You must have air gaps. If you wanna, you know, cover yourself against ransomware. And they didn't even mention that. Now, maybe we'll hear that from the ecosystem. That was kind of surprising. Then I, I saw you made a note in our shared doc about encryption, cuz I think all the talk here is encryption at rest. What about data in motion? >>Well, this, this is the last guy that came on the keynote. He brought up encryption, Kurt, uh, Goel, which I love by the way he's VP of platform. I like his mojo. He's got the long hair >>And he's >>Geeking out swagger, but I, he hit on some really cool stuff. This idea of the reasoning, right? He automated reasoning is little pet project that is like killer AI. That's next generation. Next level >>Stuff. Explain that. >>So machine learning does all kinds of things, you know, goes to sit pattern, supervise, unsupervised automate stuff, but true reasoning. Like no one connecting the dots with software. That's like true AI, right? That's really hard. Like in word association, knowing how things are connected, looking at pattern and deducing things. So you predictive analytics, we all know comes from great machine learning. But when you start getting into deduction, when you say, Hey, that EC two cluster never should be on the same VPC, is this, this one? Why is this packet trying to go there? You can see patterns beyond normal observation space. So if you have a large observation space like AWS, you can really put some killer computer science technology on this. And that's where this reasoning is. It's next level stuff you don't hear about it because nobody does it. Yes. I mean, Google does it with metadata. There's meta meta reasoning. Um, we've been, I've been watching this for over two decades now. It's it's a part of AI that no one's tapped and if they get it right, this is gonna be a killer part of the automation. So >>He talked about this, basically it being advanced math that gets you to provable security, like you gave an example. Another example I gave is, is this S3 bucket open to the public is a, at that access UN restricted or unrestricted, can anyone access my KMS keys? So, and you can prove, yeah. The answer to that question using advanced math and automated reasoning. Yeah, exactly. That's a huge leap because you used to be use math, but you didn't have the data, the observation space and the compute power to be able to do it in near real time or real time. >>It's like, it's like when someone, if in the physical world real life in real life, you say, Hey, that person doesn't belong here. Or you, you can look at something saying that doesn't fit <laugh> >>Yeah. Yeah. >>So you go, okay, you observe it and you, you take measures on it or you query that person and say, why you here? Oh, okay. You're here. It doesn't fit. Right. Think about the way on the right clothes, the right look, whatever you kind of have that data. That's deducing that and getting that information. That's what reasoning is. It's it's really a killer level. And you know, there's encrypt, everything has to be data. Lin has to be data in at movement at rest is one thing, but you gotta get data in flight. Dave, this is a huge problem. And making that work is a key >>Issue. The other thing that Kirk Coel talked about was, was quantum, uh, quantum proof algorithms, because basically he put up a quote, you're a hockey guy, Wayne Greski. He said the greatest hockey player ever. Do you agree? I do agree. Okay, great. >>Bobby or, and Wayne Greski. >>Yeah, but okay, so we'll give the nada Greski, but I always skate to the where the puck is gonna be not to where it's been. And basically his point was where skating to where quantum is going, because quantum, it brings risks to basically blow away all the existing crypto cryptographic algorithms. I, I, my understanding is N just came up with new algorithms. I wasn't clear if those were supposed to be quantum proof, but I think they are, and AWS is testing them. And AWS is coming out with, you know, some test to see if quantum can break these new algos. So that's huge. The question is interoperability. Yeah. How is it gonna interact with all the existing algorithms and all the tools that are out there today? So I think we're a long way off from solving that problem. >>Well, that was one of Kurt's big point. You talking about quantum resistant cryptography and they introduce hybrid post quantum key agreements. That means KMS cert certification, cert manager and manager all can manage the keys. This was something that's gives more flexibility on, on, on that quantum resistance argument. I gotta dig into it. I really don't know how it works, what he meant by that in terms of what does that hybrid actually mean? I think what it means is multi mode and uh, key management, but we'll see. >>So I come back to the ho the macro for a second. We've got consumer spending under pressure. Walmart just announced, not great earning. Shouldn't be a surprise to anybody. We have Amazon meta and alphabet announcing this weekend. I think Microsoft. Yep. So everybody's on edge, you know, is this gonna ripple through now? The flip side of that is BEC because the economy yeah. Is, is maybe not in, not such great shape. People are saying maybe the fed is not gonna raise after September. Yeah. So that's, so that's why we come back to this half full half empty. How does that relate to cyber security? Well, people are prioritizing cybersecurity, but it's not an unlimited budget. So they may have to steal from other places. >>It's a double whammy. Dave, it's a double whammy on the spend side and also the macroeconomic. So, okay. We're gonna have a, a recession that's predicted the issue >>On, so that's bad on the one hand, but it's good from a standpoint of not raising interest rates, >>It's one of the double whammy. It was one, it's one of the double whammy and we're talking about here, but as we sit on the cube two weeks ago at <inaudible> summit in New York, and we did at re Mars, this is the first recession where the cloud computing hyperscale is, are pumping full cylinder, all cylinders. So there's a new economic engine called cloud computing that's in place. So unlike data center purchase in the past, that was CapEx. When, when spending was hit, they pause was a complete shutdown. Then a reboot cloud computer. You can pause spending for a little bit, make, might make the cycle longer in sales, but it's gonna be quickly fast turned on. So, so turning off spending with cloud is not that hard to do. You can hit pause and like check things out and then turn it back on again. So that's just general cloud economics with security though. I don't see the spending slowing down. Maybe the sales cycles might go longer, but there's no spending slow down in my mind that I see. And if there's any pause, it's more of refactoring, whether it's the crypto stuff or new things that Amazon has. >>So, so that's interesting. So a couple things there. I do think you're seeing a slight slow down in the, the, the ex the velocity of the spend. When you look at the leaders in spending velocity in ETR data, CrowdStrike, Okta, Zscaler, Palo Alto networks, they're all showing a slight deceleration in spending momentum, but still highly elevated. Yeah. Okay. So, so that's a, I think now to your other point, really interesting. What you're saying is cloud spending is discretionary. That's one of the advantages. I can dial it down, but track me if I'm wrong. But most of the cloud spending is with reserved instances. So ultimately you're buying those reserved instances and you have to spend over a period of time. So they're ultimately AWS is gonna see that revenue. They just might not see it for this one quarter. As people pull back a little bit, right. >>It might lag a little bit. So it might, you might not see it for a quarter or two, so it's impact, but it's not as severe. So the dialing up, that's a key indicator get, I think I'm gonna watch that because that's gonna be something that we've never seen before. So what's that reserve now the wild card and all this and the dark horse new services. So there's other services besides the classic AC two, but security and others. There's new things coming out. So to me, this is absolutely why we've been saying super cloud is a thing because what's going on right now in security and cloud native is there's net new functionality that needs to be in place to handle multiple clouds, multiple abstraction layers, and to do all these super cloudlike capabilities like Mike MongoDB, like these vendors, they need to up their gain. And that we're gonna see new cloud native services that haven't exist. Yeah. I'll use some hatchy Corp here. I'll use something over here. I got some VMware, I got this, but there's gaps. Dave, there'll be gaps that are gonna emerge. And I think that's gonna be a huge wild >>Cup. And now I wanna bring something up on the super cloud event. So you think about the layers I, as, uh, PAs and, and SAS, and we see super cloud permeating, all those somebody ask you, well, because we have Intuit coming on. Yep. If somebody asks, why Intuit in super cloud, here's why. So we talked about cloud being discretionary. You can dial it down. We saw that with snowflake sort of Mongo, you know, similarly you can, if you want dial it down, although transaction databases are to do, but SAS, the SAS model is you pay for it every month. Okay? So I've, I've contended that the SAS model is not customer friendly. It's not cloudlike and it's broken for customers. And I think it's in this decade, it's gonna get fixed. And people are gonna say, look, we're gonna move SAS into a consumption model. That's more customer friendly. And that's something that we're >>Gonna explore in the super cloud event. Yeah. And one more thing too, on the spend, the other wild card is okay. If we believe super cloud, which we just explained, um, if you don't come to the August 9th event, watch the debate happen. But as the spending gets paused, the only reason why spending will be paused in security is the replatforming of moving from tools to platforms. So one of the indicators that we're seeing with super cloud is a flight to best of breeds on platforms, meaning hyperscale. So on Amazon web services, there's a best of breed set of services from AWS and the ecosystem on Azure. They have a few goodies there and customers are making a choice to use Azure for certain things. If they, if they have teams or whatever or office, and they run all their dev on AWS. So that's kind of what's happened. So that's, multi-cloud by our definition is customers two clouds. That's not multi-cloud, as in things are moving around. Now, if you start getting data planes in there, these customers want platforms. If I'm a cybersecurity CSO, I'm moving to platforms, not just tools. So, so maybe CrowdStrike might have it dial down, but a little bit, but they're turning into a platform. Splunk trying to be a platform. Okta is platform. Everybody's scale is a platform. It's a platform war right now, Dave cyber, >>A right paying identity. They're all plat platform, beach products. We've talked about that a lot in the queue. >>Yeah. Well, great stuff, Dave, let's get going. We've got two days alive coverage. Here is a cubes at, in Boston for reinforc 22. I'm Shante. We're back with our guests coming on the queue at the short break.

Published Date : Jul 26 2022

SUMMARY :

I'm John fur, host of the cube with Dave. It all started right here in this building. Now the CEO of Intel prior to that, he was the CEO of VMware. And one of the areas that they really have no choice, but to focus on is security. out and plug the holes with the lack of talent that they have. So And it's all about best practices, how to apply the practices. So you have to have a new No lot of, not a lot of nerds doing to build out things over there. Now it's all about APIs connecting in and APIs are one of the biggest security vulnerability. And the C I C D pipeline that is, that basically means shift left. I love the quote from Lewis Hamilton that they put up on stage CJ, Moses said, I think when you look out on this ecosystem, there's still like thousands and thousands I don't bolt it on keep in the beginning. He said, I'm sorry to interrupt single controls. And he did the news. So what I make of it is, you know, that's, it's a really critical partner. So you got graviton, which has got great stuff. So I I'll tell you this. You and he, and he talked about all these things you could do to mitigate ransomware. He's got the long hair the reasoning, right? Explain that. So machine learning does all kinds of things, you know, goes to sit pattern, supervise, unsupervised automate but you didn't have the data, the observation space and the compute power to be able It's like, it's like when someone, if in the physical world real life in real life, you say, Hey, that person doesn't belong here. the right look, whatever you kind of have that data. He said the greatest hockey player ever. you know, some test to see if quantum can break these new cert manager and manager all can manage the keys. So everybody's on edge, you know, is this gonna ripple through now? We're gonna have a, a recession that's predicted the issue I don't see the spending slowing down. But most of the cloud spending is with reserved So it might, you might not see it for a quarter or two, so it's impact, but it's not as severe. So I've, I've contended that the SAS model is not customer friendly. So one of the indicators that we're seeing with super cloud is a We've talked about that a lot in the queue. We're back with our guests coming on the queue at the short break.

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Bassam Tabbara, Upbound | Kubecon + Cloudnativecon Europe 2022


 

>>The queue presents Coon and cloud native con Europe, 2022, brought to you by red hat, the cloud native computing foundation and its ecosystem partners. >>Welcome to Licia Spain, a Coon cloud native con Europe, 2022. I'm your host, Keith Townson, along with Paul Gillon senior editor, enterprise architecture for Silicon angle. Paul, we're gonna talk to some amazing people this week. Coon, what the energy here, what, what, what, what would you say about >>It? I'd say it's reminiscent of, of early year, uh, early stage conferences I've seen with other technologies. There is a lot of startup activity. Here's a lot of money in the market, despite the sell off in the stock market lately. Uh, a lot of anticipation that there are, there could be big exits. There could be big things ahead for these companies. You don't see that when you go to the big established conferences, uh, you see just, uh, anticipation here that I don't think you see, uh, you you'll see maybe in a couple years, so it's fun to be here right now. I'm sure it'll be a very different experience in two or three years. >>So welcome to our guest cube alum. Batam Tobar the founder and CEO of Upbound. Welcome back. >>Thank you. Yeah, pleasure to be on, on the show again. >>So Paul, tell us the we're in this phase of migrations and, and moving to cloud native stacks. Are we another replatforming generation? I mean, we've done, the enterprise has done this, you know, time and time again, whether it's from Java to.net or do net to Java or from bare metal to VMs, but are we in another age of replatforming? >>You know, it's interesting. Every company has now become a tech company and every tech company needs to build a very model, you know, modern digital platform for them to actually run their business. And if they don't do that, then they'll probably be out of business. And, um, it is interesting to think about how companies are platforming and replatforming. Like, you know, as you said, just a, a few years back, you know, we were on people using cloud Foundry or using Heroku, you hear Heroku a lot, or, you know, now it's cloud native and Kubernetes and, and it, it begs the question, you know, is this the end? That to your point, is this, you know, do we have a, you know, what, what makes us sure that this is the, you know, the last platform or the future proof platform that, that people are building, >>There's never a last platform, right? There's always something around the core. The question is, is Kubernetes Linux, or is it windows? >>That, that's a good question. Um, it's more like more like Linux. I think, um, you know, the, you know, you've heard this before, but people talk about Kubernetes as a platform off platforms. Um, you can use it to build other platforms and if you know what you're doing, you can probably put, assemble a set of pieces around it and arrive at something that looks and can work for your business, but it requires a ton of talent. It requires a lot of people that actually can act, you know, know how to put this stick together to, to work for your business. It is, there's not a lot of guidance. I, we were, I think we were chatting earlier about the CSCF landscape and, and, um, how there are all these different projects and companies around it, but, but they don't come together in meaningful ways that you have, they act the enterprise itself has to figure out how to bring them together. Right. And that's the combination of what they do there organically or not is their platform. Right. And that changes. It can change over time. >>Do you think they really do. They really want to put these things together? I mean, there's, that's not what enterprise is like to do. They want to find someone who's gonna come in and, uh, turnkey do it all for them. >>Yeah. And, and if there was, this is the, this is the things like EV every week now you hear about another platform that says, this is the new Heroku. This is the new cloud Foundry, this replaces every, you know, some vendor has, and you can see them all around here. You know, companies that are basically selling platform solutions, um, that do put 'em together. And the problem with it is that you typically outgrow these, like you are, um, it might solve 80% of the use cases you care about, but the other 20% are not represented. And so you end up outgrowing the platform itself, right? And the, the choice has been mostly around, you know, do you buy something off the shelf that solves 80% of your use cases, or do you build something on your own? And then you have to spend all your resources actually going through and building all of it. And that's been the dilemma, you know, people who talk about this as a platform dilemma, but it's been, it's been the way for a long time. Like you, every, we go through this cycle every few years and, you know, people end up essentially oscillating between buying something off the, you know, that's off the shelf or building it, building it themselves. >>So what's the payoff. If I'm a CIO and I'm looking at the landscape, I don't need to understand, you know, I don't know to know what a pod is to know that looking at 200 plus projects in co and at, in cloud native, uh, foundation and the bevy of, of co-located projects and, and conferences before they, even the start of this, what's the payoff >>Increasing the pace of innovation. I mean, that literally is when we talk to customers, they all say roughly the same thing. They want something that works for their business. They want something that helps them take their, you know, line of business applications to production in a much quicker way, lets them innovate, lets them create higher engineers that can, don't have to understand everything about every system, but can actually specialize and focus on the, the parts that they sh they care about. Um, but it's all in the context of, you know, people want to be able to innovate at a very high pace, otherwise they get disrupted. >>So I was at the, you know, my favorite part of, of Coon in general is the hallway track and talking to people on the ground, doing cool things. I was talking to a engineer who was able to take their Java, stack their, their, uh, net stack and start to create APIs between and break 'em into microservices. Now teams are working across from one another realizing that, that, that promise of innovation, but that was the end point. They they're there. Yeah. As companies are thinking about replatforming where like, where do we start? I mean, looking at the, the CNCF, the, the map and it's 200 plus projects, where do I start? >>Do you typically today start with Kubernetes and, and um, a lot of companies have now deployed Kubernetes to production as a container orchestrator, whether they're going through a vendor or not, but now you are seeing all the things around it, whether it's C I C D or GI ops that they're looking at, you know, or the starting to build consoles around, you know, their, their platforms or looking at managing more than just containers. And that's a theme that, you know, we're seeing a lot now, people want, people want to actually bring this modern stack to manage, not just container workloads, but start looking at databases and cloud workloads and everything else that they're doing around it. Honestly, everybody's trying to do the same thing. They're trying to arrive at a single point of control, a single, you know, a platform that can do it all that they can centralize policy centralized controls to compliance governance, cost controls, and then expose a self-service experience to developers. Like they're all trying to build what we probably call an internal cloud platform. They don't know, they talk about it in different ways, but almost everyone is trying to build some internal platform that sits on top of, on premises. And on top of cloud, depending on their scenarios, >>You make an interesting point, which is that everyone here is to some extent trying to do the same thing. And there's fine points of granularity between now they're approaching it as you walk around this floor. Do you understand what all of these companies are doing? >>I'm not sure I understand all of them, but I, I do. I do recognize a lot of them. Yes. >>And in terms of your approach, you, you use the term control plane, uh, what is distinctive about your approach? >>Very good question. So, you know, we, we end up out take a, um, we we're trying to solve, uh, this problem as well. We're trying to help people build their own platforms. Um, but let me, let me, you know, there's a lot to it. So let me actually step back and talk about the architecture of this. But if you were to look at any cloud platform, let's take the largest one. AWS, if you peek behind the scenes at AWS, you know, um, it's basically a set of independent services, EC two S3 databases, et cetera, um, that are, you know, essentially working on different parts of, you know, like offer completely different pricing, different services, et cetera. They come together because they all integrate into a control plan. >>It's the thing that serves an API. It's the thing that gives it all a common field. It's where you do access control. It's where you do, um, billing, metering, cost control policy, et cetera. Right? And so our realization was if the enterprises are platforming and replatforming, why shouldn't they build their platform in the same way that the cloud vendors build theirs? And so we started this project almost four years ago, now three and a half years, um, called cross plain, which is a, essentially an open source control plane that can become the integration point for all services. And essentially gives you a universal control plane for cloud. >>So you mentioned the idea of the orchestrating or managing stuff other than containers, as I think about companies that built amazing platforms, enterprise companies, building amazing applications on AWS 10 years ago, and they're adopting the AWS control plane. And now I'm looking at Kubernetes is Kubernetes the way to multi-cloud to be able to control those discrete applic, uh, services in a AWS or Google cloud Azure or Oracle cloud is cetera. >>We kind of have the tease it, the parts. So there are really two parts to Kubernetes and everybody thinks of Kubernetes as a container orchestration platform. Right? And, um, you know, there is a sense that people say, if I was to run Kubernetes on everywhere and can build everything on top of containers, that I get some kind of portability across clouds, right. That I can put things in containers. And then they magically run, you know, in different environments. Um, in reality, what we've seen is not everything fits in containers. It's not gonna be the world is not gonna look like containers on the bottom. Everything else is on top. Instead, what we're gonna see is essentially a set of services that people are using across the different vendors. So if you look at like, you could be at AWS shop primarily, but I bet you're using confluent or elastic or data breaks or snowflake or Mongo or other services. >>I bet you're using things that are on premises, right? And so when you look at that and you say to build my platform as an enterprise, I have to consume services from multiple vendors. Even it's just one major cloud vendor, but I'm consuming services from others. How do I bring them together in meaningful ways so that I can, you know, build my platform on top of the collection of them and offer something that my developers can consume. And self-service on. That's not a, that's not just containers. What's interesting though, is if you look at Kubernetes and, you know, look inside it, Kubernetes built a control plane. That's actually quite useful and applicable outside of container scenarios. So this whole notion of CRDs and controllers, if you've heard that term, um, the ability, you know, like there are two parts to Kubernetes, there is the control plane, and then there's the container container, uh, workloads and the control plane is generic. >>It could be used literally across, you know, you can use it to manage things that are completely outside of container workloads. And that's what we did with cross plain. We took the control plane of Kubernetes and then built bindings providers that connected to AWS, to Google, to Azure, to digital ocean, to all these different environments. So you can bring the way of managing, you know, the style of managing that Kubernetes invented to more than just containers. You can now manage cloud services, using the same approach that you are now using with Kubernetes and using the entire ecosystem of tooling around it. >>Enterprise have been under pressure replatform for a long time. It was first go to Unix then to Linux and virtualize then to move to the cloud. Now, Kubernetes, do you think that this is the stack that enterprises can finally commit to? >>I think if you take the orientation of your deploying a control plane within your enterprise, that is extensible, that enables you to actually connect it to all the things that are under your domain, um, that that actually can be a Futureproof way of doing a platform. And, you know, if you look at the largest cloud platforms, AWS has been around for at least 15 years now, uh, and they really haven't changed the architecture of AWS significantly. It's still a control plane, a set of control planes that are managing services. >>It's a legacy >>They've added a lot of services. They've have a ton of diversity. They've added so many different things, but the architecture is still a hub and spoke that they've built, right? And if the enterprise can take the same orientation, put a control plane, let it manage all the things that are, you know, about today, arrive at a single point of control, have a single point where you can enforce policy compliance, cost controls, et cetera, mm-hmm <affirmative>, and then expose a self-service experience to your developers that actually can become future proof. >>So we've heard this promise before the cloud of clouds, basically. Yes, the, the, to be able to manage everything, what we find is the devils in the details. The being able to say, you know, a load balancer issuing a, a command to, to deploy a load balancer in AWS is different than it is in Azure, which is different than it is in GCP. How do, how do enterprises know that we can talk to a single control plane to do that? I mean, that just seems extremely difficult to manage. Oh >>Yeah. That, um, the approach is not, you're not trying to create a lowest common denominator between clouds. That's a really, really hard problem. And in fact, you get relegated to just using this, you know, really shallow features of each, if you're, if you're gonna do that, like your, your example of load balancers, load balances look completely different between between cloud vendors. Um, the approach that we kind of advocate for is that you shouldn't think of them as you shouldn't try to unify them in a way that makes them, you know, there's a, uh, there's a global abstraction that says, oh, there's a load balancer. And it somehow magically works across the different cloud vendors. I think that's a really, really hard thing to say, to do as you point out. However, if you bring them all under a same control plane, As different as they are, you're able to now apply policies. You're able to set cost controls. You're able to expose a self-service experience on top of them, even, even if they are very different. And that's, that's something that I think is, you know, been hard to do in the past. >>So BAAM, we'll love to dig deeper into this in future segments. And I'm gonna take a look at the, the, the product and project <laugh> and see where you folks land in this conversation from Valencia Spain, I'm Keith towns. And along with Paul Gillon, and you're watching the leader in high tech.

Published Date : May 19 2022

SUMMARY :

The queue presents Coon and cloud native con Europe, 2022, brought to you by red hat, what would you say about You don't see that when you go to the big established conferences, uh, you see just, uh, Batam Tobar the founder and CEO of Yeah, pleasure to be on, on the show again. I mean, we've done, the enterprise has done this, you know, time and time again, whether it's from Java to.net you know, what, what makes us sure that this is the, you know, the last platform or the future proof platform There's always something around the core. requires a lot of people that actually can act, you know, know how to put this stick together to, Do you think they really do. And that's been the dilemma, you know, people who talk about this as a you know, I don't know to know what a pod is to know that looking at 200 plus Um, but it's all in the context of, you know, So I was at the, you know, my favorite part of, of Coon in general is the I C D or GI ops that they're looking at, you know, or the starting to build consoles And there's fine points of granularity between now they're approaching it as you walk around I do recognize a lot of them. Um, but let me, let me, you know, there's a lot to it. And essentially gives you a universal control So you mentioned the idea of the orchestrating or managing stuff So if you look at like, you could be at AWS shop primarily, And so when you look at that and you say to It could be used literally across, you know, you can use it to manage things that are completely Now, Kubernetes, do you think that this is the stack And, you know, if you look at the largest cloud platforms, let it manage all the things that are, you know, about today, arrive at a single point of control, The being able to say, you know, a load balancer issuing a, a command to, And that's, that's something that I think is, you know, been hard to do in the past. the, the product and project <laugh> and see where you folks land

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Matt Provo & Patrick Bergstrom, StormForge | Kubecon + Cloudnativecon Europe 2022


 

>>The cube presents, Coon and cloud native con Europe 22, brought to you by the cloud native computing foundation. >>Welcome to Melissa Spain. And we're at cuon cloud native con Europe, 2022. I'm Keith Townsend. And my co-host en Rico senior Etti en Rico's really proud of me. I've called him en Rico and said IK, every session, senior it analyst giga, O we're talking to fantastic builders at Cuban cloud native con about the projects and the efforts en Rico up to this point, it's been all about provisioning insecurity. What, what conversation have we been missing? >>Well, I mean, I, I think, I think that, uh, uh, we passed the point of having the conversation of deployment of provisioning. You know, everybody's very skilled, actually everything is done at day two. They are discovering that, well, there is a security problem. There is an observability problem. And in fact, we are meeting with a lot of people and there are a lot of conversation with people really needing to understand what is happening. I mean, in their classroom, what, why it is happening and all the, the questions that come with it. I mean, and, uh, the more I talk with, uh, people in the, in the show floor here, or even in the, you know, in the various sessions is about, you know, we are growing, the, our clusters are becoming bigger and bigger. Uh, applications are becoming, you know, bigger as well. So we need to know, understand better what is happening. It's not only, you know, about cost it's about everything at the >>End. So I think that's a great set up for our guests, max, Provo, founder, and CEO of storm for forge and Patrick Britton, Bergstrom, Brookstone. Yeah, I spelled it right. I didn't say it right. Berg storm CTO. We're at Q con cloud native con we're projects are discussed, built and storm forge. I I've heard the pitch before, so forgive me. And I'm, I'm, I'm, I'm, I'm, I'm kind of torn. I have service mesh. What do I need more like, what problem is storm for solving? >>You wanna take it? >>Sure, absolutely. So it it's interesting because, uh, my background is in the enterprise, right? I was an executive at United health group. Um, before that I worked at best buy. Um, and one of the issues that we always had was, especially as you migrate to the cloud, it seems like the CPU dial or the memory dial is your reliability dial. So it's like, oh, I just turned that all the way to the right and everything's hunky Dory. Right. Uh, but then we run into the issue like you and I were just talking about where it gets very, very expensive, very quickly. Uh, and so my first conversations with Matt and the storm forge group, and they were telling me about the product and, and what we're dealing with. I said, that is the problem statement that I have always struggled with. And I wish this existed 10 years ago when I was dealing with EC two costs, right? And now with Kubernetes, it's the same thing. It's so easy to provision. So realistically, what it is is we take your raw telemetry data and we essentially monitor the performance of your application. And then we can tell you using our machine learning algorithms, the exact configuration that you should be using for your application to achieve the results that you're looking for without over provisioning. So we reduce your consumption of CPU of memory and production, which ultimately nine times outta 10, actually I would say 10 out of 10 reduces your cost significantly without sacrificing reliability. >>So can your solution also help to optimize the application in the long run? Because yes, of course, yep. You know, the lowing fluid is, you know, optimize the deployment. Yeah. But actually the long term is optimizing the application. Yes. Which is the real problem. >>Yep. So we actually, um, we're fine with the, the former of what you just said, but we exist to do the latter. And so we're squarely and completely focused at the application layer. Um, we are, uh, as long as you can track or understand the metrics you care about for your application, uh, we can optimize against it. Um, we love that we don't know your application. We don't know what the SLA and SLO requirements are for your app. You do. And so in, in our world, it's about empowering the developer into the process, not automating them out of it. And I think sometimes AI and machine learning sort of gets a bad wrap from that standpoint. And so, uh, we've at this point, the company's been around, you know, since 2016, uh, kind of from the very early days of Kubernetes, we've always been, you know, squarely focused on Kubernetes using our core machine learning, uh, engine to optimize metrics at the application layer, uh, that people care about and, and need to need to go after. And the truth of the matter is today. And over time, you know, setting a cluster up on Kubernetes has largely been solved. Um, and yet the promise of, of Kubernetes around portability and flexibility, uh, downstream when you operationalize the complexity, smacks you in the face. And, uh, and that's where, where storm forge comes in. And so we're a vertical, you know, kind of vertically oriented solution. Um, that's, that's absolutely focused on solving that problem. >>Well, I don't want to play, actually. I want to play the, uh, devils advocate here and, you know, >>You wouldn't be a good analyst if you didn't. >>So the, the problem is when you talk with clients, users, they, there are many of them still working with Java with, you know, something that is really tough. Mm-hmm <affirmative>, I mean, we loved all of us loved Java. Yeah, absolutely. Maybe 20 years ago. Yeah. But not anymore, but still they have developers. They are porting applications, microservices. Yes. But not very optimized, etcetera. C cetera. So it's becoming tough. So how you can interact with these kind of yeah. Old hybrid or anyway, not well in generic applications. >>Yeah. We, we do that today. We actually, part of our platform is we offer performance testing in a lower environment and stage. And we like Matt was saying, we can use any metric that you care about and we can work with any configuration for that application. So the perfect example is Java, you know, you have to worry about your heap size, your garbage collection tuning. Um, and one of the things that really struck, struck me very early on about the storm forage product is because it is true machine learning. You remove the human bias from that. So like a lot of what I did in the past, especially around SRE and, and performance tuning, we were only as good as our humans were because of what they knew. And so we were, we kind of got stuck in these paths of making the same configuration adjustments, making the same changes to the application, hoping for different results. But then when you apply machine learning capability to that, the machine will recommend things you never would've dreamed of. And you get amazing results out of >>That. So both me and an Rico have been doing this for a long time. Like I have battled to my last breath, the, the argument when it's a bare metal or a VM. Yeah. Look, I cannot give you any more memory. Yeah. And the, the argument going all the way up to the CIO and the CIO basically saying, you know what, Keith you're cheap, my developer resources expensive, my bigger box. Yep. Uh, buying a bigger box in the cloud to your point is no longer a option because it's just expensive. Talk to me about the carrot or the stick as developers are realizing that they have to be more responsible. Where's the culture change coming from? So is it, that is that if it, is it the shift in responsibility? >>I think the center of the bullseye for us is within those sets of decisions, not in a static way, but in an ongoing way, especially, um, especially as the development of applications becomes more and more rapid. And the management of them, our, our charge and our belief wholeheartedly is that you shouldn't have to choose, you should not have to choose between costs or performance. You should not have to choose where your, you know, your applications live, uh, in a public private or, or hybrid cloud environment. And so we want to empower people to be able to sit in the middle of all of that chaos and for those trade-offs and those difficult interactions to no, no longer be a thing. You know, we're at, we're at a place now where we've done, you know, hundreds of deployments and never once have we met a developer who said, I'm really excited to get outta bed and come to work every day and manually tune my application. <laugh> One side, secondly, we've never met, uh, you know, uh, a manager or someone with budget that said, uh, please don't, you know, increase the value of my investment that I've made to lift and shift us over mm-hmm <affirmative>, you know, to the cloud or to Kubernetes or, or some combination of both. And so what we're seeing is the converging of these groups, um, at, you know, their happy place is the lack of needing to be able to, uh, make those trade offs. And that's been exciting for us. So, >>You know, I'm listening and looks like that your solution is right in the middle in application per performance management, observability. Yeah. And, uh, and monitoring. So it's a little bit of all of this. >>So we, we, we, we want to be, you know, the Intel inside of all of that, mm-hmm, <affirmative>, we don't, you know, we often get lumped into one of those categories. It used to be APM a lot. We sometimes get a, are you observability or, and we're really not any of those things in and of themselves, but we, instead of invested in deep integrations and partnerships with a lot of those, uh, with a lot of that tooling, cuz in a lot of ways, the, the tool chain is hardening, uh, in a cloud native and, and Kubernetes world. And so, you know, integrating in intelligently staying focused and great at what we solve for, but then seamlessly partnering and not requiring switching for, for our users who have already invested likely in a APM or observability. >>So to go a little bit deeper. Sure. What does it mean integration? I mean, do you provide data to this, you know, other applications in, in the environment or are they supporting you in the work that you >>Yeah, we're, we're a data consumer for the most part. Um, in fact, one of our big taglines is take your observability and turn it into actionability, right? Like how do you take the it's one thing to collect all of the data, but then how do you know what to do with it? Right. So to Matt's point, um, we integrate with folks like Datadog. Um, we integrate with Prometheus today. So we want to collect that telemetry data and then do something useful with it for you. >>But, but also we want Datadog customers. For example, we have a very close partnership with, with Datadog, so that in your existing data dog dashboard, now you have yeah. This, the storm for capability showing up in the same location. Yep. And so you don't have to switch out. >>So I was just gonna ask, is it a push pull? What is the developer experience? When you say you provide developer, this resolve ML, uh, learnings about performance mm-hmm <affirmative> how do they receive it? Like what, yeah, what's the, what's the, what's the developer experience >>They can receive it. So we have our own, we used to for a while we were CLI only like any good developer tool. Right. Uh, and you know, we have our own UI. And so it is a push in that, in, in a lot of cases where I can come to one spot, um, I've got my applications and every time I'm going to release or plan for a release or I have released, and I want to take, pull in, uh, observability data from a production standpoint, I can visualize all of that within the storm for UI and platform, make decisions. We allow you to, to set your, you know, kind of comfort level of automation that you're, you're okay with. You can be completely set and forget, or you can be somewhere along that spectrum. And you can say, as long as it's within, you know, these thresholds, go ahead and release the application or go ahead and apply the configuration. Um, but we also allow you to experience, uh, the same, a lot of the same functionality right now, you know, in Grafana in Datadog, uh, and a bunch of others that are coming. >>So I've talked to Tim Crawford who talks to a lot of CIOs and he's saying one of the biggest challenges, or if not, one of the biggest challenges CIOs are facing are resource constraints. Yeah. They cannot find the developers to begin with to get this feedback. How are you hoping to address this biggest pain point for CIOs? Yeah. >>Development? >>Just take that one. Yeah, absolutely. That's um, so like my background, like I said, at United health group, right. It's not always just about cost savings. In fact, um, the way that I look about at some of these tech challenges, especially when we talk about scalability, there's kind of three pillars that I consider, right? There's the tech scalability, how am I solving those challenges? There's the financial piece, cuz you can only throw money at a problem for so long. And it's the same thing with the human piece. I can only find so many bodies and right now that pool is very small. And so we are absolutely squarely in that footprint of, we enable your team to focus on the things that they matter, not manual tuning like Matt said. And then there are other resource constraints that I think that a lot of folks don't talk about too. >>Like we were, you were talking about private cloud for instance. And so having a physical data center, um, I've worked with physical data centers that companies I've worked for have owned where it is literally full wall to wall. You can't rack any more servers in it. And so their biggest option is, well, I could spend 1.2 billion to build a new one if I wanted to. Or if you had a capability to truly optimize your compute to what you needed and free up 30% of your capacity of that data center. So you can deploy additional name spaces into your cluster. Like that's a huge opportunity. >>So either out of question, I mean, may, maybe it, it doesn't sound very intelligent at this point, but so is it an ongoing process or is it something that you do at the very beginning mean you start deploying this. Yeah. And maybe as a service. Yep. Once in a year I say, okay, let's do it again and see if something changes. Sure. So one spot 1, 1, 1 single, you know? >>Yeah. Um, would you recommend somebody performance tests just once a year? >>Like, so that's my thing is, uh, previous at previous roles I had, uh, my role was you performance test, every single release. And that was at a minimum once a week. And if your thing did not get faster, you had to have an executive exception to get it into production. And that's the space that we wanna live in as well as part of your C I C D process. Like this should be continuous verification every time you deploy, we wanna make sure that we're recommending the perfect configuration for your application in the name space that you're deploying >>Into. And I would be as bold as to say that we believe that we can be a part of adding, actually adding a step in the C I C D process that's connected to optimization and that no application should be released monitored and sort of, uh, analyzed on an ongoing basis without optimization being a part of that. And again, not just from a cost perspective, yeah. Cost end performance, >>Almost a couple of hundred vendors on this floor. You know, you mentioned some of the big ones, data, dog, et cetera. But what happens when one of the up and comings out of nowhere, completely new data structure, some imaginable way to click to elementry data. Yeah. How do, how do you react to that? >>Yeah. To us it's zeros and ones. Yeah. Uh, and you know, we're, we're, we're really, we really are data agnostic from the standpoint of, um, we're not, we we're fortunate enough to, from the design of our algorithm standpoint, it doesn't get caught up on data structure issues. Um, you know, as long as you can capture it and make it available, uh, through, you know, one of a series of inputs, what one, one would be load or performance tests, uh, could be telemetry, could be observability if we have access to it. Um, honestly the messier, the, the better from time to time, uh, from a machine learning standpoint, um, it, it, it's pretty powerful to see we've, we've never had a deployment where we, uh, where we saved less than 30% while also improving performance by at least 10%. But the typical results for us are 40 to 60% savings and, you know, 30 to 40% improvement in performance. >>And what happens if the application is, I, I mean, yes, Kubernetes is the best thing of the world, but sometimes we have to, you know, external data sources or, or, you know, we have to connect with external services anyway. Mm-hmm <affirmative> yeah. So can you, you know, uh, can you provide an indication also on, on, on this particular application, like, you know, where the problem could >>Be? Yeah, yeah. And that, that's absolutely one of the things that we look at too, cuz it's um, especially when you talk about resource consumption, it's never a flat line, right? Like depending on your application, depending on the workloads that you're running, um, it varies from sometimes minute to minute, day to day, or it could be week to week even. Um, and so especially with some of the products that we have coming out with what we want to do, you know, partnering with, uh, you know, integrating heavily with the HPA and being able to handle some of those bumps and not necessarily bumps, but bursts and being able to do it in a way that's intelligent so that we can make sure that, like I said, it's the perfect configuration for the application regardless of the time of day that you're operating in or what your traffic patterns look like. Um, or you know, what your disc looks like, right? Like cuz with our, our low environment testing, any metric you throw at us, we can, we can optimize for. >>So Madden Patrick, thank you for stopping by. Yeah. Yes. We can go all day. Because day two is I think the biggest challenge right now. Yeah. Not just in Kubernetes, but application replatforming and re and transformation. Very, very difficult. Most CTOs and S that I talked to, this is the challenge space from Valencia Spain. I'm Keith Townsend, along with my host en Rico senior. And you're watching the queue, the leader in high tech coverage.

Published Date : May 18 2022

SUMMARY :

brought to you by the cloud native computing foundation. And we're at cuon cloud native you know, in the various sessions is about, you know, we are growing, I I've heard the pitch before, and one of the issues that we always had was, especially as you migrate to the cloud, You know, the lowing fluid is, you know, optimize the deployment. And so we're a vertical, you know, devils advocate here and, you know, So the, the problem is when you talk with clients, users, So the perfect example is Java, you know, you have to worry about your heap size, And the, the argument going all the way up to the CIO and the CIO basically saying, you know what, that I've made to lift and shift us over mm-hmm <affirmative>, you know, to the cloud or to Kubernetes or, You know, I'm listening and looks like that your solution is right in the middle in all of that, mm-hmm, <affirmative>, we don't, you know, we often get lumped into one of those categories. this, you know, other applications in, in the environment or are they supporting Like how do you take the it's one thing to collect all of the data, And so you don't have to switch out. Um, but we also allow you to experience, How are you hoping to address this And it's the same thing with the human piece. Like we were, you were talking about private cloud for instance. is it something that you do at the very beginning mean you start deploying this. And that's the space that we wanna live in as well as part of your C I C D process. actually adding a step in the C I C D process that's connected to optimization and that no application You know, you mentioned some of the big ones, data, dog, Um, you know, as long as you can capture it and make it available, or, you know, we have to connect with external services anyway. we want to do, you know, partnering with, uh, you know, integrating heavily with the HPA and being able to handle some So Madden Patrick, thank you for stopping by.

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Bassam Tabbara, Upbound | Kubecon + Cloudnativecon Europe 2022


 

>>The cube presents, Coon and cloud native con Europe 22 brought to you by the cloud native computing foundation. >>Welcome to Licia Spain in Coon cloud native con Europe, 2022. I'm your host, Keith Townson, along with Paul Gillon senior editor, enterprise architecture for Silicon angle. Paul, we're gonna talk to some amazing people this week. Coon, what the energy here, what, what, what would you say about >>It? I'd say it's reminiscent of, of early year, early stage conferences I've seen with other technologies. There is a lot of startup activity. Here's a lot of money in the market, despite the selloff in the stock market lately, a lot of anticipation that there are, there could be big exits. There could be big things ahead for these companies. You don't see that when you go to the big established conferences, you see just anticipation here that I don't think you see you you'll see maybe in a couple of years. So it's fun to be here right now. I'm sure it'll be a very different experience in two or three years. >>So welcome to our guest Q alum. BAAM Tobar the founder and CEO of Upbound. Welcome back. >>Thank you. Yeah, pleasure to be on, on the show again. >>So Paul, tell us the we're in this phase of migrations and, and moving to cloud native stacks. Are we another re-platforming generation? I mean, we've done, the enterprise has done this, you know, time and time again, and whether it's from Java to.net or net to Java or from bare metal to VMs, but are we in another age of replatforming? >>You know, it's interesting. Every company has now become a tech company and every tech company needs to build a very model, you know, modern digital platform for them to actually run their business. And if they don't do that, then they'll probably be out of business. And it is interesting to think about how companies are platforming and replatforming. Like, you know, as you said, just a, a few years back, you know, we were on people using cloud Foundry or using Heroku, you hear Heroku a lot, or, you know, now it's cloud native and Kubernetes and, and it, it begs the question, you know, is this the end that the tr point is this, you know, do we have a, you know, what, what makes us sure that this is the, you know, the last platform or the future proof platform that, that people are building, >>There's never a last platform, right? There's always something around the core. The question is, is Kubernetes Linux, or is it windows? >>That, that's a good question. It's more like more like Linux. I think, you know, the, you know, you've heard this before, but people talk about Kubernetes as a platform off platforms, you can use it to build other platforms. And if you know what you're doing, you can probably put, assemble a set of pieces around it and arrive at something that looks and can work for your business. But it requires a ton of talent. It requires a lot of people that actually can act, you know, know how to put the stick together to, to work for your business. It is, there's not a lot of guidance. I, we were, I think we were chatting earlier about the CSCF landscape and, and how there all these different projects and companies around it. But, but they don't come together in meaningful ways that you have, they act the enterprise itself has to figure out how to bring them together. Right. And that's the combination of what they do there organically or not is their platform. Right. And that changes. It can change over time. >>Do you think they really do. They really want to put these things together? I mean, there's, that's not what enterprise is like to do. They want to find someone who's gonna come in and turnkey do it all for >>Them. Yeah. And, and if there were, this is the, this is the things like EV every week now you hear about another platform that says, this is the new Heroku. This is the new cloud Foundry. This replaces every, you know, some vendor has, and you can see them all around here. You know, companies that are basically selling platform solutions that do put 'em together. And the problem with it is that you typically outgrow these, like you are, it might solve 80% of the use cases you care about, but the other 20% are not represented. And so you end up outgrowing the platform itself, right? And the, the choice has been mostly around, you know, do you buy something off the shelf that solves 80% of your use cases? Or do you build something on your own? And then you have to spend all your resources actually going through and building all of it. And that's been the dilemma, you know, people who talk about this as a platform dilemma, but it's been, it's been the way for a long time. Like you, every, we go through this cycle every few years and, you know, people end up essentially oscillating between buying something off the, you know, that's off the shelf or building it, building it themselves. >>So what's the payoff. If I'm a CIO and I'm looking at the landscape, I don't need to understand, you know, I don't know what a pod is to know that looking at 200 plus projects in co and at, in cloud native foundation and the bevy of, of co-located projects and, and conferences before the, even the start of this, what's the payoff >>Increasing the pace of innovation. I mean, that literally is when we talk to customers, they all say roughly the same thing. They want something that works for their business. They want something that helps them take their, you know, line of business applications to production in a much quicker way, lets them innovate, lets them create higher engineers that can, don't have to understand everything about every system, but can actually specialize and focus on the, the parts that they sh they care about. But it's all in the context of, you know, people want to be able to innovate at a very high pace. Otherwise they get disrupted. >>So I was at the, you know, my favorite part of coan in general is the hallway track and talking to people on the ground, doing cool things. I was talking to a engineer who was able to take their Java, stack their, their.net stack and start to create APIs between and break 'em into microservices. Now teams are working across from one another realizing that, that, that promise of innovation, but that was the end point. They they're there. Yeah. As companies are thinking about replatforming where like, where do we start? I mean, I'm looking at the, the C CNCF, the, the map and it's 200 plus projects. Where, where do I start? >>You typically today start with Kubernetes. And, and a lot of companies have now deployed Kubernetes to production as a container orchestrator, whether they're going through a vendor or not. But now you're seeing all the things around it, whether it's C I C D or GI ops that they're looking at, you know, or they're starting to build consoles around, you know, their, their platforms or looking at managing more than just containers. And that's a theme that, you know, we're seeing a lot now, people want, people want to actually bring this modern stack to manage, not just container workloads, but start looking at databases and cloud workloads and everything else that they're doing around it. Honestly, everybody's trying to do the same thing. They're trying to arrive at a single point of control, a single, you know, a platform that can do it all that they can centralize policies, centralized controls to compliance governance, cost controls, and then expose a self-service experience to the developers. Like they're all trying to build what we probably call an internal cloud platform. They don't know, they talk about it in different ways, but almost everyone is trying to build some internal platform that sits on top of, on premises. And on top of cloud, depending on their scenarios, >>You make an interesting point, which is that everyone here is to some extent trying to do the same thing. And there's fine points of granularity between now they're approaching it as you walk around this floor. Do you understand what all of these companies are doing? >>I'm not sure I understand all of them, but I, I do. I do recognize a lot of them. Yes. >>And in terms of your approach, you, you use the term control plane. What is distinctive about your approach? >>Very good question. So, you know, we, we end, Upbound take a, we we're trying to solve this problem as well. We're trying to help people build their own platforms, but let me, let me, you know, there's a lot to it. So let me actually step back and, and talk about the architecture of this. But if you were to look at any cloud platform, let's take the largest one. AWS, if you peek behind the scenes at AWS, you know, it's basically a set of independent services, EC two S three databases, et cetera, that are, you know, essentially working on different parts of, you know, like offer completely different pricing, different services, et cetera. They come together because they all integrate into a control plan. >>It's the thing that serves an API. It's the thing that gives it all a common feel. It's where you do access control. It's where you do billing metering, cost control policy, et cetera. Right? And so our realization was if the enterprises are platforming and replatforming, why shouldn't they build their platform in the same way that the cloud vendors build theirs? And so we started this project almost four years ago, now three and a half years called cross plain, which is a, essentially an open source control plane that can become the integration point for all services. And essentially gives you a universal control plane for cloud. >>So you mentioned the idea of if orchestrating or managing stuff other than containers, as I think about companies that built amazing platforms, enterprise companies, building amazing applications on AWS 10 years ago, and they're adopting the AWS control plane. And now I'm looking at Kubernetes is Kubernetes the way to multi-cloud to be able to control those discrete services in a AWS or Google cloud Azure or Oracle cloud, is that true? >>We kind have the tease it, the parts. So there are really two parts to Kubernetes and everybody thinks of Kubernetes as a container orchestration platform. Right? And you know, there is a sense that people say, if I was to run Kubernetes on everywhere and can build everything on top of containers, that I get some kind of portability across clouds, right. That I can put things in containers. And then they magically run, you know, in different environments. In reality, what we've seen is not everything fits in containers. It's not gonna be the world is not gonna look like containers on the bottom. Everything else is on top. Instead, what we're gonna see is essentially a set of services that people are using across the different vendors. So if you look at like, you could be at AWS shop primarily, but I bet you're using confluent or elastic or data breaks or snowflake or Mongo or other services. >>I bet you're using things that are on premises, right? And so when you look at that and you say to build my platform as an enterprise, I have to consume services from multiple vendors. Even if it's just one major cloud vendor, but I'm consuming services from others. How do I bring them together in meaningful ways so that I can, you know, build my platform on top of the collection of them and offer something that my developers can consume. And self-service on. That's not a, that's not just containers. What's interesting though, is if you look at Kubernetes and, you know, look inside it, Kubernetes built a control plane. That's actually quite useful and applicable outside of container scenarios. So this whole notion of CRDs and controllers, if you've heard that term, the ability, you know, like there are two parts to Kubernetes, there is a control plane, and then there's the container container workloads. >>And the control plane is generic. It could be used literally across, you know, you can use it to manage things that are completely outside of container workloads. And that's what we did with cross mind. We took the control plane of Kubernetes and then built bindings providers that connected to AWS, to Google, to Azure, to digital ocean, to all these different environments. So you can bring the way of managing, you know, the style of managing that Kubernetes invented to more than just containers. You can now manage cloud services, using the same approach that you are now using with Kubernetes and using the entire ecosystem of tooling around it. >>Enterprise has been under pressure to replatform for a long time. It was first go to Unix then to Linux and virtualize then to move to the cloud. Now, Kubernetes, do you think that this is the stack that enterprises can finally commit to? >>I think if you take the orientation of your deploying a control plane within your enterprise, that is extensible, that enables you to actually connect it to all the things that are under your domain, that that actually can be a Futureproof way of doing a platform. And, you know, if you look at the largest cloud platforms, AWS has been around for at least 15 years now, and they really haven't changed the architecture of AWS significantly. It's still a control plane, a set of control planes that are managing services. >>It's a legacy >>They've added a lot of services. They've have a ton of diversity. They've added so many different things, but the architecture is still a hub and spoke that they've built, right? And if the enterprise can take the same orientation, put a control plane, let it manage all the things that are, you know, about today, arrive at a single point of control, have a single point where you can enforce policy compliance, cost controls, et cetera, and then expose a self-service experience to your developers that actually can become future proof. >>So we've heard this promise before the cloud of clouds, basically, yes, the, the, to be able to manage everything, what we find is the devils in the details. The being able to say, you know, a load balancer issuing a, a command to, to deploy a load balancer in AWS is different than it is in Azure, which is different than it is in GCP. How do, how do enterprises know that we can talk to a single control plane to do that? I mean, that just seems extremely difficult to manage. >>Oh yeah. That the approach is not, you're not trying to create a lowest common denominator between clouds. That's a really, really hard problem. And in fact, you get relegated to just using this, you know, really shallow features of each, if you're, if you're gonna do that, like your, your example of load balancers, load balances look completely different between between cloud vendors, the approach that we kind of advocate for is that you shouldn't think of them as you shouldn't try to unify them in a way that makes them, you know, there's a, there's a global abstraction that says, oh, there's a load balancer. And it somehow magically works across the different cloud vendors. I think that's a really, really hard thing to say, to do as you pointed out. However, if you bring them all under a same control plane, as different as they are, you're able to now apply policies. You're able to set cost controls. You're able to expose a self-service experience on top of them, even, even if they are very different. And that's, that's something that I think is, you know, been hard to do in the past. >>So BAAM, we'll love to dig deeper into this in future segments. And I'm gonna take a look at the, the, the product and project and see where you folks land in this conversation from Valencia Spain, I'm Keith towns, along with Paul Gillon and you're watching the leader in high tech coverage.

Published Date : May 18 2022

SUMMARY :

you by the cloud native computing foundation. what, what, what would you say about You don't see that when you go to the big established conferences, BAAM Tobar the founder and CEO of Yeah, pleasure to be on, on the show again. I mean, we've done, the enterprise has done this, you know, time and time again, and whether it's from Java to.net you know, is this the end that the tr point is this, you know, do we have a, There's always something around the core. that actually can act, you know, know how to put the stick together to, to work for your business. Do you think they really do. the choice has been mostly around, you know, do you buy something off the shelf that you know, I don't know what a pod is to know that looking at 200 plus But it's all in the context of, you know, So I was at the, you know, my favorite part of coan in general is the ops that they're looking at, you know, or they're starting to build consoles around, And there's fine points of granularity between now they're approaching it as you walk around this I do recognize a lot of them. And in terms of your approach, you, you use the term control plane. databases, et cetera, that are, you know, And essentially gives you a universal control So you mentioned the idea of if orchestrating or managing stuff So if you look at like, you could be at AWS shop primarily, And so when you look at that and you say you know, the style of managing that Kubernetes invented to more than just Now, Kubernetes, do you think that this is the you know, if you look at the largest cloud platforms, AWS has been around let it manage all the things that are, you know, about today, arrive at a single point of control, The being able to say, you know, a load balancer issuing a, a command to, I think that's a really, really hard thing to say, to do as you pointed out. the, the product and project and see where you folks land

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Breaking Analysis: What you May not Know About the Dell Snowflake Deal


 

>> From theCUBE Studios in Palo Alto, in Boston bringing you Data Driven Insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> In the pre-cloud era hardware companies would run benchmarks, showing how database and or application performance ran better on their systems relative to competitors or previous generation boxes. And they would make a big deal out of it. And the independent software vendors, you know they'd do a little golf clap if you will, in the form of a joint press release it became a game of leaprog amongst hardware competitors. That was pretty commonplace over the years. The Dell Snowflake Deal underscores that the value proposition between hardware companies and ISVs is changing and has much more to do with distribution channels, volumes and the amount of data that lives On-Prem in various storage platforms. For cloud native ISVs like Snowflake they're realizing that despite their Cloud only dogma they have to grit their teeth and deal with On-premises data or risk getting shut out of evolving architectures. Hello and welcome to this week's Wikibon Cube Insights powered by ETR. In this breaking analysis, we unpack what little is known about the Snowflake announcement from Dell Technologies World and discuss the implications of a changing Cloud landscape. We'll also share some new data for Cloud and Database platforms from ETR that shows Snowflake has actually entered the Earth's orbit when it comes to spending momentum on its platform. Now, before we get into the news I want you to listen to Frank's Slootman's answer to my question as to whether or not Snowflake would ever architect the platform to run On-Prem because it's doable technically, here's what he said, play the clip >> Forget it, this will only work in the Public Cloud. Because it's, this is how the utility model works, right. I think everybody is coming through this realization, right? I mean, excuses are running out at this point. You know, we think that it'll, people will come to the Public Cloud a lot sooner than we will ever come to the Private Cloud. It's not that we can't run a private Cloud. It's just diminishes the potential and the value that we bring. >> So you may be asking yourselves how do you square that circle? Because basically the Dell Snowflake announcement is about bringing Snowflake to the private cloud, right? Or is it let's get into the news and we'll find out. Here's what we know at Dell Technologies World. One of the more buzzy announcements was the, by the way this was a very well attended vet event. I should say about I would say 8,000 people by my estimates. But anyway, one of the more buzzy announcements was Snowflake can now run analytics on Non-native Snowflake data that lives On-prem in a Dell object store Dell's ECS to start with. And eventually it's software defined object store. Here's Snowflake's clark, Snowflake's Clark Patterson describing how it works this past week on theCUBE. Play the clip. The way it works is I can now access Non-native Snowflake data using what materialized views, external tables How does that work? >> Some combination of the, all the above. So we've had in Snowflake, a capability called External Tables, which you refer to, it goes hand in hand with this notion of external stages. Basically there's a through the combination of those two capabilities, it's a metadata layer on data, wherever it resides. So customers have actually used this in Snowflake for data lake data outside of Snowflake in the Cloud, up until this point. So it's effectively an extension of that functionality into the Dell On-Premises world, so that we can tap into those things. So we use the external stages to expose all the metadata about what's in the Dell environment. And then we build external tables in Snowflake. So that data looks like it is in Snowflake. And then the experience for the analyst or whomever it is, is exactly as though that data lives in the Snowflake world. >> So as Clark explained, this capability of External tables has been around in the Cloud for a while, mainly to suck data out of Cloud data lakes. Snowflake External Tables use file level metadata, for instance, the name of the file and the versioning so that it can be queried in a stage. A stage is just an external location outside of Snowflake. It could be an S3 bucket or an Azure Blob and it's soon will be a Dell object store. And in using this feature, the Dell looks like it lives inside of Snowflake and Clark essentially, he's correct to say to an analyst that looks exactly like the data is in Snowflake, but uh, not exactly the data's read only which means you can't do what are called DML operations. DML stands for Data Manipulation Language and allows for things like inserting data into tables or deleting and modifying existing data. But the data can be queried. However, the performance of those queries to External Tables will almost certainly be slower. Now users can build things like materialized views which are going to speed things up a bit, but at the end of the day, it's going to run faster than the Cloud. And you can be almost certain that's where Snowflake wants it to run, but some organizations can't or won't move data into the Cloud for a variety of reasons, data sovereignty, compliance security policies, culture, you know, whatever. So data can remain in place On-prem, or it can be moved into the Public Cloud with this new announcement. Now, the compute today presumably is going to be done in the Public Cloud. I don't know where else it's going to be done. They really didn't talk about the compute side of things. Remember, one of Snowflake's early innovations was to separate compute from storage. And what that gave them is you could more efficiently scale with unlimited resources when you needed them. And you could shut off the compute when you don't need us. You didn't have to buy, and if you need more storage you didn't have to buy more compute and vice versa. So everybody in the industry has copied that including AWS with Redshift, although as we've reported not as elegantly as Snowflake did. RedShift's more of a storage tiering solution which minimizes the compute required but you can't really shut it off. And there are companies like Vertica with Eon Mode that have enabled this capability to be done On-prem, you know, but of course in that instance you don't have unlimited elastic compute scale on-Prem but with solutions like Dell Apex and HPE GreenLake, you can certainly, you can start to simulate that Cloud elasticity On-prem. I mean, it's not unlimited but it's sort of gets you there. According to a Dell Snowflake joint statement, the companies the quote, the companies will pursue product integrations and joint go to market efforts in the second half of 2022. So that's a little vague and kind of benign. It's not really clear when this is going to be available based on that statement from the two first, but, you know, we're left wondering will Dell develop an On-Prem compute capability and enable queries to run locally maybe as part of an extended apex offering? I mean, we don't know really not sure there's even a market for that but it's probably a good bet that again, Snowflake wants that data to land in the Snowflake data Cloud kind of makes you wonder how this deal came about. You heard Sloop on earlier Snowflake has always been pretty dogmatic about getting data into its native snowflake format to enable the best performance as we talked about but also data sharing and governance. But you could imagine that data architects they're building out their data mesh we've reported on this quite extensively and their data fabric and those visions around that. And they're probably telling Snowflake, Hey if you want to be a strategic partner of ours you're going to have to be more inclusive of our data. That for whatever reason we're not putting in your Cloud. So Snowflake had to kind of hold its nose and capitulate. Now the good news is it further opens up Snowflakes Tam the total available market. It's obviously good marketing posture. And ultimately it provides an on ramp to the Cloud. And we're going to come back to that shortly but let's look a little deeper into what's happening with data platforms and to do that we'll bring in some ETR data. Now, let me just say as companies like Dell, IBM, Cisco, HPE, Lenovo, Pure and others build out their hybrid Clouds. The cold hard fact is not only do they have to replicate the Cloud Operating Model. You will hear them talk about that a lot, but they got to do that. So it, and that's critical from a user experience but in order to gain that flywheel momentum they need to build a robust ecosystem that goes beyond their proprietary portfolios. And, you know, honestly they're really not even in the first inning most companies and for the likes of Snowflake to sort of flip this, they've had to recognize that not everything is moving into the Cloud. Now, let's bring up the next slide. One of the big areas of discussion at Dell Tech World was Apex. That's essentially Dell's nascent as a service offering. Apex is infrastructure as a Service Cloud On-prem and obviously has the vision of connecting to the Cloud and across Clouds and out to the Edge. And it's no secret that database is one of the most important ingredients of infrastructure as a service generally in Cloud Infrastructure specifically. So this chart here shows the ETR data for data platforms inside of Dell accounts. So the beauty of ETR platform is you can cut data a million different ways. So we cut it. We said, okay, give us the Cloud platforms inside Dell accounts, how are they performing? Now, this is a two dimensional graphic. You got net score or spending momentum on the vertical axis and what ETR now calls Overlap formally called Market Share which is a measure of pervasiveness in the survey. That's on the horizontal axis that red dotted line at 40% represents highly elevated spending on the Y. The table insert shows the raw data for how the dots are positioned. Now, the first call out here is Snowflake. According to ETR quote, after 13 straight surveys of astounding net scores, Snowflake has finally broken the trend with its net score dropping below the 70% mark among all respondents. Now, as you know, net score is measured by asking customers are you adding the platform new? That's the lime green in the bar that's pointing from Snowflake in the graph and or are you increasing spend by 6% or more? That's the forest green is spending flat that's the gray is you're spend decreasing by 6% or worse. That's the pinkish or are you decommissioning the platform bright red which is essentially zero for Snowflake subtract the reds from the greens and you get a net score. Now, what's somewhat interesting is that snowflakes net score overall in the survey is 68 which is still huge, just under 70%, but it's net score inside the Dell account base drops to the low sixties. Nonetheless, this chart tells you why Snowflake it's highly elevated spending momentum combined with an increasing presence in the market over the past two years makes it a perfect initial data platform partner for Dell. Now and in the Ford versus Ferrari dynamic. That's going on between the likes of Dell's apex and HPE GreenLake database deals are going to become increasingly important beyond what we're seeing with this recent Snowflake deal. Now noticed by the way HPE is positioned on this graph with its acquisition of map R which is now part of HPE Ezmeral. But if these companies want to be taken seriously as Cloud players, they need to further expand their database affinity to compete ideally spinning up databases as part of their super Clouds. We'll come back to that that span multiple Clouds and include Edge data platforms. We're a long ways off from that. But look, there's Mongo, there's Couchbase, MariaDB, Cloudera or Redis. All of those should be on the short list in my view and why not Microsoft? And what about Oracle? Look, that's to be continued on maybe as a future topic in a, in a Breaking Analysis but I'll leave you with this. There are a lot of people like John Furrier who believe that Dell is playing with fire in the Snowflake deal because he sees it as a one way ticket to the Cloud. He calls it a one way door sometimes listen to what he said this past week. >> I would say that that's a dangerous game because we've seen that movie before, VMware and AWS. >> Yeah, but that we've talked about this don't you think that was the right move for VMware? >> At the time, but if you don't nurture the relationship AWS will take all those customers ultimately from VMware. >> Okay, so what does the data say about what John just said? How is VMware actually doing in Cloud after its early missteps and then its subsequent embracing of AWS and other Clouds. Here's that same XY graphic spending momentum on the Y and pervasiveness on the X and the same table insert that plots the dots and the, in the breakdown of Dell's net score granularity. You see that at the bottom of the chart in those colors. So as usual, you see Azure and AWS up and to the right with Google well behind in a distant third, but still in the mix. So very impressive for Microsoft and AWS to have both that market presence in such elevated spending momentum. But the story here in context is that the VMware Cloud on AWS and VMware's On-Prem Cloud like VMware Cloud Foundation VCF they're doing pretty well in the market. Look, at HPE, gaining some traction in Cloud. And remember, you may not think HPE and Dell and VCF are true Cloud but these are customers answering the survey. So their perspective matters more than the purest view. And the bad news is the Dell Cloud is not setting the world on fire from a momentum standpoint on the vertical axis but it's above the line of zero and compared to Dell's overall net score of 20 you could see it's got some work to do. Okay, so overall Dell's got a pretty solid net score to you know, positive 20, as I say their Cloud perception needs to improve. Look, Apex has to be the Dell Cloud brand not Dell reselling VMware. And that requires more maturity of Apex it's feature sets, its selling partners, its compensation models and it's ecosystem. And I think Dell clearly understands that. I think they're pretty open about that. Now this includes partners that go beyond being just sellers has to include more tech offerings in the marketplace. And actually they got to build out a marketplace like Cloud Platform. So they got a lot of work to do there. And look, you've got Oracle coming up. I mean they're actually kind of just below the magic 40% in the line which is pro it's pretty impressive. And we've been telling you for years, you can hate Oracle all you want. You can hate its price, it's closed system all of that it's red stack shore. You can say it's legacy. You can say it's old and outdated, blah, blah, blah. You can say Oracle is irrelevant in trouble. You are dead wrong. When it comes to mission critical workloads. Oracle is the king of the hill. They're a founder led company that knows exactly what it's doing and they're showing Cloud momentum. Okay, the last point is that while Microsoft AWS and Google have major presence as shown on the X axis. VMware and Oracle now have more than a hundred citations in the survey. You can see that on the insert in the right hand, right most column. And IBM had better keep the momentum from last quarter going, or it won't be long before they get passed by Dell and HP in Cloud. So look, John might be right. And I would think Snowflake quietly agrees that this Dell deal is all about access to Dell's customers and their data. So they can Hoover it into the Snowflake Data Cloud but the data right now, anyway doesn't suggest that's happening with VMware. Oh, by the way, we're keeping an eye close eye on NetApp who last September ink, a similar deal to VMware Cloud on AWS to see how that fares. Okay, let's wrap with some closing thoughts on what this deal means. We learned a lot from the Cloud generally in AWS, specifically in two pizza teams, working backwards, customer obsession. We talk about flywheel all the time and we've been talking today about marketplaces. These have all become common parlance and often fundamental narratives within strategic plans investor decks and customer presentations. Cloud ecosystems are different. They take both competition and partnerships to new heights. You know, when I look at Azure service offerings like Apex, GreenLake and similar services and I see the vendor noise or hear the vendor noise that's being made around them. I kind of shake my head and ask, you know which movie were these companies watching last decade? I really wish we would've seen these initiatives start to roll out in 2015, three years before AWS announced Outposts not three years after but Hey, the good news is that not only was Outposts a wake up call for the On-Prem crowd but it's showing how difficult it is to build a platform like Outposts and bring it to On-Premises. I mean, Outpost isn't currently even a rounding era in the marketplace. It really doesn't do much in terms of database support and support of other services. And, you know, it's unclear where that that is going. And I don't think it has much momentum. And so the Hybrid Cloud Vendors they've had time to figure it out. But now it's game on, companies like Dell they're promising a consistent experience between On-Prem into the Cloud, across Clouds and out to the Edge. They call it MultCloud which by the way my view has really been multi-vendor Chuck, Chuck Whitten. Who's the new co-COO of Dell called it Multi-Cloud by default. (laughing) That's really, I think an accurate description of that. I call this new world Super Cloud. To me, it's different than MultiCloud. It's a layer that runs on top of hyperscale infrastructure kind of hides the underlying complexity of the Cloud. It's APIs, it's primitives. And it stretches not only across Clouds but out to the Edge. That's a big vision and that's going to require some seriously intense engineering to build out. It's also going to require partnerships that go beyond the portfolios of companies like Dell like their own proprietary stacks if you will. It's going to have to replicate the Cloud Operating Model and to do that, you're going to need more and more deals like Snowflake and even deeper than Snowflake, not just in database. Sure, you'll need to have a catalog of databases that run in your On-Prem and Hybrid and Super Cloud but also other services that customers can tap. I mean, can you imagine a day when Dell offers and embraces a directly competitive service inside of apex. I have trouble envisioning that, you know not with their historical posture, you think about companies like, you know, Nutanix, you know, or Cisco where they really, you know those relationships cooled quite quickly but you know, look, think about it. That's what AWS does. It offers for instance, Redshift and Snowflake side by side happily and the Redshift guys they probably hate Snowflake. I wouldn't blame them, but the EC Two Folks, they love them. And Adam SloopesKy understands that ISVs like Snowflake are a key part of the Cloud ecosystem. Again, I have a hard time envisioning that occurring with Dell or even HPE, you know maybe less so with HPE, but what does this imply that the Edge will allow companies like Dell to a reach around on the Cloud and somehow create a new type of model that begrudgingly accommodates the Public Cloud but drafts of the new momentum of the Edge, which right now to these companies is kind of mostly telco and retail. It's hard to see that happening. I think it's got to evolve in a more comprehensive and inclusive fashion. What's much more likely is companies like Dell are going to substantially replicate that Cloud Operating Model for the pieces that they own pieces that they control which admittedly are big pieces of the market. But unless they're able to really tap that ecosystem magic they're not going to be able to grow much beyond their existing install bases. You take that lime green we showed you earlier that new adoption metric from ETR as an example, by my estimates, AWS and Azure are capturing new accounts at a rate between three to five times faster than Dell and HPE. And in the more mature US and mere markets it's probably more like 10 X and a major reason is because of the Cloud's robust ecosystem and the optionality and simplicity of transaction that that is bringing to customers. Now, Dell for its part is a hundred billion dollar revenue company. And it has the capability to drive that kind of dynamic. If it can pivot its partner ecosystem mindset from kind of resellers to Cloud services and technology optionality. Okay, that's it for now? Thanks to my colleagues, Stephanie Chan who helped research topics for Breaking Analysis. Alex Myerson is on the production team. Kristen Martin and Cheryl Knight and Rob Hof, on editorial they helped get the word out and thanks to Jordan Anderson for the new Breaking Analysis branding and graphics package. Remember these episodes are all available as podcasts wherever you listen. All you do is search Breaking Analysis podcasts. You could check out ETR website @etr.ai. We publish a full report every week on wikibon.com and siliconangle.com. You want to get in touch. @dave.vellente @siliconangle.com. You can DM me @dvellante. You can make a comment on our LinkedIn posts. This is Dave Vellante for the Cube Insights powered by ETR. Have a great week, stay safe, be well. And we'll see you next time. (upbeat music)

Published Date : May 7 2022

SUMMARY :

bringing you Data Driven and the amount of data that lives On-Prem and the value that we bring. One of the more buzzy into the Dell On-Premises world, Now and in the Ford I would say that At the time, but if you And it has the capability to

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Corey Quinn, The Duckbill Group | AWS Summit SF 2022


 

>>Okay, welcome back everyone. This is the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little smaller footprint, a lot of hybrid events going on, but this is actually a physical event to his summit in new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the Groove's psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're can see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with duct bill, a group, he's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank >>You. Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit posting, but they don't know how to do it. Like they're not >>Doing it right. There's something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a midsize island to in doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side, I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enterprise technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream, but it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't have have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's evolving Adams, especially new CEO. Andy's move on to be the chief of all Amazon. Just so I, the cover of was it time magazine, um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relat a downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. Well, >>There's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to port eight of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that. I think that's a good angle as cloud goes mainstream. It's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it's saying kind of thing, as you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby race as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, sounds like more exciting, like better >>Have a replacement ready <laugh> in case something gonna was wrong on the track, >>Highly available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in e-sports with, there are people in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket chips. When those cars go like they're sitting there, we cans instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter, check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback lately? Has there been uptick? What was, what are some of the things you're hearing from your audience, more Corey or Corey, and then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's huh? I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters, that sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, >>I think >>I guarantee we had that right now. People would call in and say, Cory, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything about how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave ante about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of Google from that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0 5, or we can't call, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And there you go. Yeah. >>It's and the old joke at HP was if they, if they invented SU uh, sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So, you know, fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting. So they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on a number of words. They can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs my in a way that systems manage through parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination >>Of you got E Ks. You got EMR, you got EC two, you got S3 SQS. Well, RedShift's not an acronym. You >>Gots is one of my personal favorites because it's either elastic block store or elastic bean stock, depending into highly on the context of the conversation. They still >>Up Beanstalk or is that still around? >>Oh, they never turn anything off. They like the Antigo, Google turns things off while they're still building it. Whereas Amazon is like, well, we built this thing in 2005 and everyone hates it, but while we certainly can't change it, now it has three customers on it. John three <laugh>. Okay. Simple DV still haunts our dreams. >>I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email. I'm like, couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, give me something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better, so areas where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database, Snowflake's got a database service. So, you know, Redshift, snowflake 80 is out there. So you got this co-op petition. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word. Like multi-cloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multi-cloud >>Multiple single, which >>Davey loves that term. Yeah. >>You know, you're building in multiple single points of failure, do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah. Cool. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journeymen in the, and the cloud journey, going to all the events and then the pandemic hit. Of course, we're now in the third year, who knows what it's gonna gonna end? Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing, or just big changes you've seen with the pandemic, uh, from your perspective. Cause you've been in the you're in the middle of the whitewater rafting. Seeing the event you circle offline, you saw the online piece, come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas and wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is evenly. Distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smell delightful. Let me assure you. But it was, but it's also nice to be. >>I have some product for you if you want, you know? Oh, >>Oh excellent. I look forward to it. What is it? Pudding? Why not? <laugh> >>What else have you seen? So when accessibility for talent, yes. Which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentations have learned to tight their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. Yeah. >>And also turn off your iMessage too. >>Oh yes. It's always fun in the, in the meetings when you're talking to someone and colleague is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. Why >>Not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't the only encourager. It's fine. >>Kids texting you. That's fun. Again. That's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you, or I wanna put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me me about the painful spot that you specialize in. Yeah. Tell me a story there. >>I, I think >>That gets a glimpse in a hook and makes >>More, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did a thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they call for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in Japan or Singapore, uh, to access them. And now they're in the index. They're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content. >>Absolutely >>Content value plus network >>Effecting. And that is the next big revelation of this industry is going to realize you have different companies. And in Amazon's case, different service teams, all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna basically give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here with Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up from the beginning. It's great guy. Check out his blog, his site, his newsletter screaming podcast. Corey, final question for you. Uh, what do you hear doing what's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck build group. We solve one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are it's more or less a content operation where I indulge my continual and love affair with the sound of my own voice. >><laugh> and you're good. It's good content it's on, on point fun, Starky and relevant. So thanks for coming on the cube and sharing with us. Appreciate it. No, >>Thank you. Fun. >>Okay. This cube covers here in San Francisco, California, the cube is back going to events. These are the summits, Amazon web services summits that happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John fur. Keep, keep it right here. We'll be back with more coverage after this short break.

Published Date : Apr 20 2022

SUMMARY :

We're getting back in the Groove's psych to be back. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. And if you look at mark, Andrew's been doing a lot of shit posting lately. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what is shit posting? It's more or less talking about the world of enterprise technology, in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, And you can't win once you're there. to portray themselves as you know, the Pathfinder, you know, you're the pioneer, I don't know what direction to take that in either. get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the And I can see the appeal of these tech companies getting into it because these things are basically I know you have a lot of great success. to email newsletters, that sounds like something, a lunatic might do same story with response to live streams and podcasts. I think sure would call in. People would call in and say, Cory, what do you think about X? Honestly, I am surprised anything about how little I have gotten over the last five years of doing this, reinvent getting the interview with jazzy now, Andy we're there, you're there. And there you go. And so the joke was cold. I love the service ridiculous name. You got EMR, you got EC two, the context of the conversation. They like the Antigo, Google turns things off while they're still building it. And what are you hearing about the reaction to any of that stuff? And they're basically restricted to taking away my So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Davey loves that term. I believe not doing it is probably the right answer. Seeing the event you circle offline, you saw the online piece, come in, you're commentating, When in the before times it's open to anyone I look forward to it. Which by the way is totally home run. But they will change a browser tab and you won't get them back. It's always fun in the, in the meetings when you're talking to someone and colleague is messaging them about, This guy is really weird. Yes I am and I bring it into the conversation and then everyone's uncomfortable. do you wanna take that about no, I'm good. I don't the only encourager. on content, people are looking for the personal aspect. Tell me me about the painful spot that you They're in the network. And that is the next big revelation of this industry is going to realize you have different companies. Uh, what do you hear doing what's on your agenda this We fixed the horrifying AWS bill, both from engineering and architecture, So thanks for coming on the cube and Thank you. These are the summits, Amazon web services summits that happen all over the world.

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AWS Summit San Francisco 2022


 

More bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software and it starts with great technical founders with great products and great bottoms of emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart, but Myer of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies there's no, I mean, consumer is enterprise now, everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. <laugh> but remember, like right now there's also a tech and VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are, uh, may maybe students of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely one web three. Yeah. >>But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east of Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, well, >>Let's get, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher, a direct sales force and SAS kind of crushed that now SAS is being redefined, right. So what is SAS is snowflake assassin or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data and you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of common across all successful startups and the overall adoption of technology. Um, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually like growth, right. They're one and the same. So sometimes people think the product, uh, is what is driving growth. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this, but maybe started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing. It's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the, and they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I have what been saying on the cube for probably about eight years now that we are gonna hit digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. You, we hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home group. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal it'll trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion yeah. Around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? Yeah. It's so it's something that people just believe to be true almost without, uh, necessarily caring >>About data. Data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of it's about believing in the person. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. >>Oh, AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur. Right. And the persona of the entrepreneur would be, you know, so somebody who was a great salesperson or somebody who tell a great story, and I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it gonna it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in the new economy that we live in, really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative of because their product begins exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Speak to the user, but let me ask a question now that for the people watching, who are maybe entrepreneurial entre, preneurs, um, masterclass here in session. So I have to ask you, do you prefer, um, an entrepreneur come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine with you an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do, do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way. And we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be the, of more likely somebody is gonna align with your vision and, and wanna invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta >>Show the >>Path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle. The journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living, we'll say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. <laugh> so you, you know, you sort of have to balance the, you know, we, we know that the world is going in this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but some times it happens in six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Bel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There's three big trends that we invest in. And the they're the only things we do day in, day out one is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen, an alwa timeline >>Happening forever. >>But, uh, it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need you do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cybersecurity as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is run $150 billion. And it still is a fraction of what we're, >>What we're and national security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital that's >>Right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters, your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cuban. Uh, absolutely not. Certainly EU maybe even north Americans in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Guess be VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After this short break, stay with us. Everyone. Welcome to the cue here. Live in San Francisco. K warn you for AWS summit 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here, Justin Kobe owner, and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to mid-size businesses that are moving to the cloud, or have already moved to the cloud and really trying to understand how to best control security, compliance, all the good stuff that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas, up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by a of us. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization, but obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small mids to size business. They're all trying to understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're of like, listen, we gotta move to the cloud or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then so, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to mid-size businesses who don't have the technology talent on staff to be able to do >>That. Yeah. And they want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is not it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem. And you guys solve >>In the SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and our hardened solutions. And so, um, what we try to do with, to technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to yeah. Feel like, listen, at the end of the day, I'm gonna be spending money in one place or another, whether that's on primer in the cloud, I just want know that I'm doing that way. That helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early, not worrying about it, you got it mean most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. >>Yeah. Frog and boiling water, as we used to say, oh, it's a great analogy. So I mean, this, this is a dynamic. That's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam? You know, the 5,000 announcement or whatever. They did huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>Values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a 10 a company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back and we're the safety net. So when a customer is saying, right, I'm gonna spend a couple thousand and dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say your high profile and you're gonna potentially be more vulnerable to security attacks. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a four, >>The training alone would be insane. A risk factor. I mean the cost. Yes, absolutely opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018. When, uh, when we, he made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious, it wasn't requirement. It still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front >>Desk and she could be running the Kubernetes clusters. I >>Love it. It's >>Amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people with. And that's a cultural factor that you guys have. So, so again, this is back to my whole point out SMBs and businesses in general, small and large it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the buildout, um, uh, return factor, ROI piece. At what point in time as an owner, SMB, do I get to ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. >>This is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, >>That's, that's what, at least a million in loading, if not three or more Just to get that app going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side. No. And they remind AI and ML. >>That's right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>So like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like it, >>But that's so true. I mean, when I think about how, if I was a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. It's something that we talk about every, with every one of our small to mid-size >>Businesses. So just, I want get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduced other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. Yeah. I came in, I did an internship for six months and I loved it. I learned more in those six months than I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2000 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner. But if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy the business with me. >>And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like, if we're own, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015 and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the BI cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us. And we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business to migrate completely to the cloud is as infrastructure was considered, that just didn't happen as often. Um, what we were seeing where the, a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plugin for the company. Awesome. >>So, uh, there's no question. Every customer is looking migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating into the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customer is not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so they can modernize. So >>Like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable win that's right. Seeing the value and ING down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate >>It. Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break >>Live on the floor in San Francisco for Aus summit. I'm John for host of the cube here for the next two days, getting all the actual back in person we're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be here. >>So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to be back through events. It's >>Amazing. This is the first, uh, summit I've been to, to in what two, three >>Years. That's awesome. We'll be at the, uh, a AWS summit in New York as well. A lot of developers and the big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything devs sec ops, everyone kind of sees that you got containers, you got Benet, he's got cloud native. So the, the game is pretty much laid out. Mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's >>Right. Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions. The at our around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running or FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam slaps in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listens to the customer. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. >>It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data in is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always use the riff on the cube, uh, cause it's basically Amazon in a box, pushed in the data center, running native, all this stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard. Deepak syncs group is doing some amazing work with opensource Raul's team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my datas center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone now happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware can go deploy EKS anywhere in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative. Does that get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is that they don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on what's making them money as a business. They wanna focus on their applications. They wanna focus on their customers. So they look towards AWS cloud and a AWS. You take the infrastructure, you take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it >>Works? Right. And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy fin in the Caribbean, we're gonna talk about hurricanes. And we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data and you have applications that are tapping into that, that requirement. It makes total sense. We're seeing that across the board. So it's not like it's a, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on >>It's interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, project going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain just for like smart contracts, for instance, or certain transactions. And they go to Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service. Well, what happened to decentralized? >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a, I also want all the benefit of the cloud. So I want the modern, and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. >>Yeah. Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment that, that manufacturing plant can be hooked up, they don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with a regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Inside of that manufacturing plant, we can do pre-procesing on things coming out of the robotics, depending on what we're manufacturing. Right. And then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data, data lake, or whatever, >>To the data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just time manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yeah. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Right. And then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are, and we have more and more people that, that want to talk less about databases and want to talk about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data. Uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session this, but the one pattern we're seeing come of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes co as we call it in our last showcase, we did a whole whole an event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are running petabyte level. Um, they're, they're essentially data factories on, on, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a, kind of a, um, fun, I was told to ask you about your personal background on premise architect, Aus cloud, and skydiving instructor. How does that all work together? What tell, what does this mean? >>Yeah. Uh, I, >>You jumped out a plane and got a job. You got a customer to jump >>Out kind of. So I was, you jumped out. I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and how his customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, I started in the first day there, we had a, and, uh, EC two had just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to premises. >>So it's such a great story. You know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people, right. Yeah. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting stuff like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here, lot in San Francisco for AWS summit, I'm John for your host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look at this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube, a summit 2022. We're back in person. I'm John furry host of the cube. We'll be at the, a us summit in New York city this summer, check us out then. But right now, two days in San Francisco getting all coverage, what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, Pam. Cool. How are you? Good. >>How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah so give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me. We're back to be business with you never while after. Great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like nor west Menlo, true ventures, coast, lo ventures, Ram Shera, and all those people, all known guys that Antibe chime Paul Mayard web. So a whole bunch of operating people and, uh, Silicon valley vs are involved. >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? Well, >>I love having you on the cube, Dave and I, and Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh>, >>You know, >>You >>Get, the comment is fun to talk to you though. >>You get the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud out scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on our $2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded observability there's 10 million observability companies. Data is the key. This is what's your angle on this. What's your take. Yeah, >>No, look, I think I'll give you the view that I see, right? I, from my side, obviously data is very clear. So the things that room system of record that you and me talked about, the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA NA is a new buzzword and using the AI for customer service, it operations. You talk about observability. I call it AI ops, applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI service desk. What needs to be helped desk with ServiceNow BMC <inaudible> you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, or is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. >>It's a feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be a, in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kind having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle and it was software was action. Now you have all kinds of workflows abstractions everywhere. Right? So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become all polyglot databases. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area, like, as you were talking about, it should be part of ServiceNow. It should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies could cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also will have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you got the expo hall. You got, um, we're back to vents, but you got, you know, am Clume Ove, uh, Dynatrace data dog, innovative all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later today. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders, how Amazon created the startups 15 years back, everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're gonna build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's the next level of <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis of a couple months ago called castles in the cloud where your Mo is what you do in the cloud. Not necessarily in, in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage, and guys, Charles Fitzgerald out there who we like was kind of shitting on us saying, Hey, you guys terrible, they didn't get it. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Now. They say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. It >>Is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake so I can build it on snowflake. I can use them for data layer if I really need to size build it on force.com Salesforce. Yeah. Right. So I think that's where you'll see. So >>Basically the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think they had Redshift. Amazon has got Redshift. Um, but Snowflake's a big customer in the, they're probably paying AWS, I think big bills too. So >>Joe on very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-optation will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouses or data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that it comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose, your, you that's right with some sort of internal hack. Uh, but I think, I think the general question that I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and do the people shopping up their knives, it gets more competitive or is it just an infinite growth? So >>I think it's growth. You call it cloud scale, you invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go >>Made. I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the more market, feel free to text me or DMing. The next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products, cuz you know, the big enterprises now and you know, small, medium, large and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't get your thoughts on that? What, >>No, it is. If I growing by or 2007 or eight, when I used to talk to you back then and Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO or line of business, it's gone. Yeah. Can it go more? I think it can in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure is code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself a lot of first is I see the AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution. We will go future towards predict to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service desk. Customers are give the data, share the data because we thought the data algorithms are useless. I can them, but I gotta train them, modify them, tweak them, make them >>Better, >>Make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know, >>Look at, look how much data Rick has grown. >>It is. They doubled the >>Key cloud air kinda went private. So good stuff, man. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk McAfee, uh, grand to so all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict is one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. >>Great stuff, man. Great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of Aish summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's decipher all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're can see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with bill group. He's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank >>You. Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit hosting, but they don't know how to do it. Like they're not >>Doing it right? So there's something opportunity there. It's like here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a midsize island, do begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enter prize technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's of all the Adams, especially new CEO. Andy's move on to be the chief of all Amazon. Just so I'm the cover of was it time met magazine? Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to port eight of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. <laugh> either way, sounds like more exciting. Like I better >>Have a replacement ready <laugh> I, in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in east sports with other people in pure simulation of the race car. You gotta get the latest and videographic card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter, check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late? Has there been uptick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do >>That. We should do that. Actually. I think you're people would call in, oh, >>I, I think >>I guarantee we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised about anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the >>Customer. You know, I always joke with Dave Alane about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't call, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented SU sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting. So they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination >>Of gots. You got EMR, you got EC two, you got S3 SQS. Well, RedShift's not an acronym you >>Gets is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, they >>Shook up bean stock or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, well, we built this thing in 2005 and everyone hates it, but while we certainly can't change it, now it has three customers on it. John three <laugh>. Okay. Simple BV still haunts our dreams. >>I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm I couldn't figure out. Why can you just like roll it over? Why, why are you telling me? Just like, give me something else. All right. Okay. So let me talk about, uh, the other things I want to ask you, is that like, okay. So as Amazon better in some areas where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So Redshift, snowflake data breach is out there. So you got this co-op petition. Yes. How's that going? And what do you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with, and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multicloud. Cause obviously the other cloud shows are coming up. Amazon hated that word multicloud. Um, a lot of people though saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Cloudant loves that term. Yeah. >>You know, you're building in multiple single points of failure, do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about my multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on, but my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah, course. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journeyman and the, and the cloud journey going to all the events and then the pandemic hit. We now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing or just big changes you've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck build group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is evenly. Distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smelled delightful. Let me assure you. But it was, but it's also nice to be. >>I have a product for you if you want, you know? Oh, >>Oh excellent. I look forward to it. What is it? Pudding? Why not? <laugh> >>What else have you seen? So when accessibility for talent. Yes. Which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentation have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. Yeah. >>And you turn off your iMessage too. >>Oh yes. It's always fun in the, in the meetings when you're ho to someone and their colleague is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. Why >>Not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't the only entire sure. It's >>Fine. My kids text. Yeah, it's fine. Again, that's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you or I want to put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Yeah. Tell me a story there. >>I, I think >>That gets a glimpse in a hook and makes >>More, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did a thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they call for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in pan or Singapore, uh, to access them. And now they're in the index, they're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content. >>Absolutely >>Content value plus and >>Effecting. And that is the next big revelation of this industry is going to realize you have different companies. And, and I Amazon's case different service teams all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna basically give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here at Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up from the beginning. His great guy, check out his blog, his site, his newsletter screaming podcast. Corey, final question for, uh, what are you here doing? What's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck bill group. We solved one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I in my continual and ongoing love affair with the sound of my own voice. >><laugh> and you're good. It's good content it's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No >>Thank you button. >>You. Okay. This the cube covers here in San Francisco, California, the cube is back going to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John fur. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS two great guests here from the APN global APN Sege chef Jenko and Jeff Grimes partner lead Jeff and Sege is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS. We'll start >>Program. That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, >>Of course. >>Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously we're in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. A lot of 'em getting funded, big growth and cloud big growth and data secure hot in all sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to pro vibe white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support. Dedicat at headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, AWS startup, AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall effort for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, you got a >>Lot. We've got a lot. >>There's a lot. I gotta, I gotta ask a tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it for what do I get out of it? What's >>A story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company, right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here a lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. So, um, I think what's been fun over the years for me personally, I came from a startup brand sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise is sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. But still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters. Right. Where ever everyone's going after similar things. >>Yeah. And I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, you guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake that built on top of AWS. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's all the foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps competencies, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching, certainly I asked this a lot. There's a lot of companies startups out there who makes the cut, is there a criteria cut? It's not like it's sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How, how do you guys focus? How do you guys focus? I mean, you got a good question, you know, thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the ISVs that we look after are infrastructure ISVs. That's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really, we're trying to find these ISVs that can solve, uh, really interesting AWS customer. >>You guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line, business line business, like web >>Marketing, business apps, >>Owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage back up ransomware kind of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startups that we cover is that they've got, they truly have support from a build market sell perspective, right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can wish that sock report, oh, download it on the console, which we use all the time. <laugh> exactly. But security's a big deal. I mean, you know, ask the res are evolving, that role of DevOps is taking on dev SecOps. Um, I, I can see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or that not part of, uh, uh, >>Yeah, >>So the partner development manager can be an escalation for absolutely. Think of that. 'em as an extension of your business inside of AWS. >>Great. And you guys, how is that partner managers, uh, measure >>On those three pillars? Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's very, >>I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top line. >>Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the star ups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. The challenge is they just might not have the brand recognition. The, at the big guys have mm-hmm <affirmative>. And so that's, our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF. And then outside of SF, you guys have a global pro, have you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here. That's doing, uh, a AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with a AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously see a ton of partners from the bay area that we support. Um, but we're seeing a lot of really interesting technology come out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy and real quick before you get into surge. It's interesting. The VC market in, in Europe is hot. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. Let's see if they crash, you know, but we don't see that happening. I mean, people have been predicting a crash now in, in the startup ecosystem for least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the demo because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Celski both say the same thing during the pandemic. Necessity's the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of what me through. Pretend me, I'm a start up. Hey, I'm on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Search? What, what do >>I do? That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement? Where do they want to go at the end of the day? Um, and oftentimes because we've worked with, so how many successful startups that have come out of our program, we have, um, either through intuition or a playbook determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time. Yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love startups here in the cube because one, um, they have good stories, they're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they, they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startups. Showcases startups.com. Check out AWS startups.com and she got the showcase. So is, uh, final word. I'll give you guys the last word. What's the bottom line bumper sticker for AP globe. The global APN program summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally. We'll start >>With you. Yeah. I think the AWS global startup programs here to help companies truly accelerate their business full stop. Right. And that's what we're here for. Love it. >>It's a good way to, it's a good way to put it. Dato yeah. >>All right. Thanks for coming out. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of realities here, open source and cloud. I'll making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for >>Watching Cisco, John. >>Hello and welcome back to the Cube's live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city coming up this summer will be there as well. Events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net. Check it out a lot of content this year more than ever a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability, Jeremy. Great to see you. Thanks. >>Coming on. Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability Smith hot area, but also you've been a senior executive president of Dell EMC. Um, 11 years ago you had a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here, you predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for sort of catching that bus early, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply snowflake, obviously you involved, uh, at the board level, the other found, you know, the people there, uh, cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applications. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflakes is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think right in more software than, than ever before are why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now, back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data. And the, you know, there's sort of the transactions, you know, what you bought today are something like that. But then there's what we do, which is all the telemetry, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then why not? Where did they drop off all of that? They wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code one of the insights that we got out of that, and I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some queries, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data, cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and yeah, >>Yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you have enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that. Yeah, it is about the data. You know, if I can better understand my data better than my competitor, then I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. >>So let's talk about observing you the CEO of, okay. Given you've seen the ways before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of something from years gone by. >>Um, there's a guy called, um, Rudy Coleman in 1960s coiner term and, and, and the term was being able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of four years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. Um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike and our board. And, um, you know, part of the observed story is closely knit with snowflake all of that time with your data, you know, we, we store in there. >>So I want to get, uh, yeah. Pivot to that. Mike SP snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became. Yeah. Snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it, castles in the cloud where there are moats in the cloud. So you're close to it. I know you, you're doing some stuff with snowflake. So as a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? I mean, >>Having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, 20 years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operating system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah, >>It's okay. Columbia, but hyperscale. Yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generated data, but machine generated data in the world of cloud. And I think they they've done an amazing job are doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy, >>Happy. So you're building on top of snowflake, >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You're >>Still on the board. >>Yeah. I'm still on the board. Yeah. That's a risk I'm prepared to take. I am more on snowing. >>It sounds well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No, yeah. Serious one. But the, this is a real dynamic. It is. It's not a one off its >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is in order of magnitude, more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I've believe the opportunity for folks like snowflake and, and folks like observe it. It's an order of magnitude more than it was for the Oracle and the SAPs of the old world. >>Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite easy >>Or be the platform, but it's hard. There's only like how seats were at that table left >>Well value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, rack space and there's 1,000,001 infrastructure, a service platform as a service. My, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. Don't hear so much about it these days, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters within if the provision, the CapEx. Yeah. Now the CapEx is in the cloud. Then you build on, on top of that, you got snowflake. Now you got on top of that. >>The assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's almost free, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get >>Into. And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a series us multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me, uh, like, look you build in on snowflake. Um, you, you know, you, you, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying their money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well and observe, but then I've got half the development team working on something that will never be as good as snowflake. And so we made the call early on that. No, no, we, we want a eight above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's obviously a more on snowflake. I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS. >>Well, and for snowflake and, and any platform from VI, it's a beautiful thing because, you know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of >>Ecosystems. Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New product, you're scaling a step function with them. >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is inve >>You know, well, Jeremy great conversation. Thanks for sharing your insights on the industry. Uh, we got a couple minutes left, um, put a plug in for observe. What do you guys know? You got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting in traction. >>Yeah. Yeah. Scales >>Around the corner. Sounds like, are you, is that where you are scale? >>We've got a big that that's when coming up in two or three weeks, we've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies that run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, but it's gonna be exciting. And, and like I said, so hill continue to, to, >>I think capital one's a big snowflake customer as well. Right. >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. And, and today that, that is one of Snowflake's biggest accounts, >>Capital, one, very innovative cloud, obviously Atos customer, and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, >>Right? >>So you got POCs, what's that trajectory look like? Can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit this straight and narrow and, and gas it fast. >>Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage. His questions that the board are always about, like is the product, right? Is the product right? Is the product right? Have you got the product right? And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we we're, we're adding all the tracing visualizations. So people will be able to the kind of things that by in the day you could do with the new relics and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us this year is a big one, cuz we sort of complete the trifecta, you know, the, the >>Logs, what's the secret sauce observe. What if you had the, put it into a, a, a sentence what's the secret sauce? >>I, I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors and, and the biggest thing our investors give is it actually, it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. While I got you here, you've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their, this restructure. So, so a lot of happening in cloud, what's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out a way to take their business to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B it prepared to take risks and it's, it's a race against time to you'll get their, their offerings in this, a new digital footprint. >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. Yeah, >>Better. It's an amazing story. I mean, you know, we're, we're on AWS as well. And so I, I think if they keep nurturing the builders and the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late nineties, it was, they stopped, uh, really caring about developers in the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing headstart and if they did more, you know, if they do more than that, that's, what's gonna keep this juggernaut rolling for many years to come. >>Yeah. They got the Silicon and got the stack. They're developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great startup. Thanks for coming on the cube. Always a pleasure. Okay. Live from San Francisco. It's to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers are the bay air at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics, AI. They all coming together. Lots of coverage stay with us today. We've got a great guest from Bel VC. John founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, man. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over decade. Um, >>It's been at least 10 years, >>At least 10 years more. And we don't wanna actually go back as bring back the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in a second. We, >>We are, it's a little bit of a throwback to the path though, in my opinion, >>It's all the same. It's all distributed computing and software. We ran each other in cube con. You're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software to take an old something old and make it better new, faster. So tell us about Bel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you, I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called IM logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of software companies, uh, early investor in open source companies and cloud companies and spent a really wonderful years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start an enterprise software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops down. But you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great bottoms of motions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background. You're super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is, is all companies there's no, I mean, consumer is enterprise now. Everything is what was once a niche, not, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, well, >>MFTs is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are of may, maybe students of his stream have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely web >>Three. Yeah. But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case and maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30 a year. So it it's a, it's a just incredibly fast >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Lutman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, hire a direct sales force and sass kind of crushed that now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, and they own all my data. And you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all six of startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement may be started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the offic and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been saying on the cube for probably about eight years now that we are gonna hit a digital hippie Revolut, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one of group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on like, well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source. One example of that religion. Some people say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean, >>The data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the first. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. And I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it's gonna, it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy, that're, we live in really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their product begin for exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with for right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Exactly. Speak to the user. But let me ask a question now that for the people watching, who are maybe entrepreneurial entre entrepreneurs, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think will become, right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna to align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta show the path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the, the latest trends because it's over before you even get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens ins six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Tebel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There there's three big trends that we invest in. And then the, the only things we do day in day out one is the explosion at open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen an alwa timeline happening forever, but it is, it is accelerating faster than we've ever seen. So I, I think it's its one big mass of wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole like economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion and it still is a fraction of what >>We're, what we're and even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right. Arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say you gotta love your firm. Love who you're doing. We're big supporters of your mission. Congrat is on your entrepreneurial venture. And uh, we'll be, we'll be talking and maybe see a Cuban. Uh, >>Absolutely >>Not. Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Des bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California, after the short break, stay with us. Hey everyone. Welcome to the cue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here. Justin Colby, owner and CEO of innovative solutions they booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. Yeah. >><laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving to the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is. But now we have offices down in Austin, Texas up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? Yeah. >>It's a great question. Every CEO I talk to, that's a small to mid-size business. I'll try and understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the out or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>The SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has additional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start the, on your journey in one way, and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early and not worrying about it, you got it. I mean, most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say so, oh, it's a great analogy. So I mean this, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talk to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam, you know, five, a thousand announcement or whatever they did with huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just product. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>The values. >>Our mission is, is very simple. We want to help every small to mid-size business, leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the pro of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning know that we have their back and we're the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going on loan. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own, it would cost 'em a fortune. If >>It's training alone would be insane. A risk factor not mean the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I >>Love it. It's amazing. So I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get the right >>People involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and BIS is in general, small and large. It staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the why? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side now. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>Like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like >>It, >>But that's so true. I mean, when I think about how, if I were a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we tell, talk about every, with every one of our small to mid-size >>Businesses. So just, I wanna get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, on the value of this business and who knows where you guys are gonna be another five years, what do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy into the business with me. >>And they were the owners, no outside capital, none >>Zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons, they all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an early now process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting going all in on the cloud was important for us and we haven't looked back. >>And at that time the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly. And those kinds of big enterprises, the GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to mid-size business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing where a lot of our small to mid-size as customers, they wanted to leverage cloud-based backup or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is it the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strap and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and Ling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. >>Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break, >>Live on the floor and see San Francisco for a AWS summit. I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at a AWS reinvent a few months ago. Now we're back. Events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube. Check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be >>Here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the UHS summit in New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the game is pretty much laid out mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give an example, uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, it's interesting, Matthew is that we've been covering a, since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam's in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listen to the customers. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does computing. It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue at the edge what's driving the behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see that the data at the edge, you got 5g having. So it's pretty obvious, but there's a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation where today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube cause it's basically Amazon and a box pushed in the data center, running native, all the stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard Deepak syncs. Group's doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW, he was giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outposts. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere or in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative as that you get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are, they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They want on their applications. They want to focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping of these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we talk about hurricanes and we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where you now have data and you have applications that are tapping into that, that required. It makes total sense. We're seeing that across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming a, uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart concept. We use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decentralized. >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my ad. And I also want all the benefit of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercial available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-procesing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard for >>Data, data lake, or whatever, to >>The data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data, unless you have to, um, those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? This is a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud out? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe maybe decision can wait. Right? Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot too, doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And >>Well, I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern was income of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes code, as we call it our lab showcase, we did a whole, whole, that event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are run petabyte level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background on premise architect, a cloud and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You, you got a customer to jump out >>Kind of. So I was jump, I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Yeah. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his cus customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods teaching scout. I think I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started in the first day there, uh, we had a, a discussion, uh, EC two, just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that and through being an on premises migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to >>It's. So it's such a great story, you know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early day was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, um, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days, AWS, the same feeling we have when we >>It's pretty much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live and San Francisco for summit. I'm John Forry host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. look@thiscalendarforallthecubeactionatthecube.net. We'll be right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host to the cube. We'll be at the eight of his summit in New York city. This summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dudes, car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, sir. Chris. Cool. How are, are you >>Good? How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me back to be business with you. Never great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like Norwes Menlo, Tru ventures, coast, lo ventures, Ram Sheam and all those people, all well known guys. The Andy Beckel chime, Paul Mo uh, main web. So a whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it come? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? >>Well, I love having you on the cube, Dave and I, Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a GE, you're like a guest analyst. <laugh> >>You know who you >>Get to call this fun to talk. You though, >>You got the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about on cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing DACA just raised a hundred million on a 2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 million observability companies. Data is the key. What's your angle on this? What's your take. Yeah, >>No, look, I think I'll give you the view that I see right from my side. Obviously data is very clear. So the things that remember system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud NA it'll be called AI, NA AI native is a new buzzword and using the AI customer service it operations. You talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and service desk. What needs to be helped us with ServiceNow BMC G you see a new ELA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflow, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with a AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI pass? One will be at their event this summer? Um, is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. It's >>A feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company, or, but that automation should be embedded in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it. It was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all, all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become called poly databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you were talking about. It should be part of service. Now it should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you've got the expo hall. We got, um, we're back to vents, but you got, you know, AMD, Clum, Ove, uh, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Bel later today. He's a former NEA guy and we always talk to Jerry, Jen. We know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation, clouds bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically data is everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're going to build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's in the of, <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of shit on us saying, Hey, you guys terrible, they didn't get it. Like, yeah. I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> if he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake. So can build it on snowflake. I can use them for data layer. If I really need to size, I'll build it on four.com Salesforce. So I think that's where you'll see. So >>Basically if you're an entrepreneur, the north star in terms of the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. >>Yeah. Yeah. How are, how is Amazon and the clouds dealing with these big whales? The snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got red, um, but Snowflake's a big customer. They're probably paying AWS think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouse as a data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, You know, foreclose your value that's right. But some sort of internal hack, but I think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point. When does the rising tide stop >>And >>Do the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it cloud scale. You invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's, as long as there are more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers or practitioners, not suppliers to the market, feel free to, to XME or DMing. Next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and, you know, small, medium, large, and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or a growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't we get your thoughts on that? What, no, it is. >>If I remember going back to our 2007 or eight, it, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO line business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there, um, and gives back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself? No, I have a lot of thoughts that plus I see AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution will go future towards to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers are give the data, share the data because we thought the data algorithms are useless. I can come the best algorithm, but I gotta train them, modify them, tweak them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to our big data days back in 2009, you know, >>Look at, look how much data bricks has grown. >>It is uh, double, the key >>Cloud kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk, Mac of fee, uh, grandchildren, all the top customers. Um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict S one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of 80 summit, 2022. And we're gonna be at 80 summit in San, uh, in New York and the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This to cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back a little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove, psyched to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube, a lot of hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with duck, bill groove, he founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe as shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at Mark's been doing a lot of shit posting lately, all a billionaires are shit posting, but they don't know how to do it. Like they're not >>Doing it right. Something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. This >>Shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on the other side, I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enterprise tech, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you can see the growth of cloud native Amazons, all, all the Adams let see new CEO, Andy move on to be the chief of all. Amazon just saw him. The cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything these folks do. They they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. It's, it's sprawling, immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. Well, >>There's a lot of force for good conversations, seeing a lot of that going on, Amazon's trying to port and he was trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, sounds like more exciting >>Replacement ready <laugh> in case something goes wrong. I, the track highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other, in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's back any blow back late there been uptick. What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, >>I think >>Chief, we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave ante about how John Fort's always at, uh, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0 5, or we can't, >>We have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting, they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on a number of words. They can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service, ridiculous name. They have systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's >>Fun. What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, Redshift the on an acronym, you >>Gots is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation. >>They still up bean stalk. Or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it. John three <laugh>. >>Okay. >>Simple BV still haunts our dreams. >>I, I actually got an email. I saw one of my, uh, servers, all these C two S were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, give me something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay. So as Amazon gets better in some areas, where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database, Snowflake's got a database service. So Redshift, snowflake database is, so you got this co-op petition. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want and they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word, like multi sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multi-cloud >>Multiple single points? >>Dave loves that term. Yeah. >>Yeah. You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, talk about other clouds, bad direction to go in from a market cap perspective, it doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing, because it solves problems. That's when I shut up and listen. Yeah. >>Cool. Awesome. Corey, I gotta ask you a question, cause I know you, we you've been, you know, fellow journeymen and the, and the cloud journey going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You got a pretty big community growing and it's throwing like crazy. What's the weirdest or coolest thing, or just big chain angels. You've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating. You're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, fun, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is even distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smell delightful. Let make assure you, but it was, but it's also nice to be. >>I have a product for you if you want, you know. >>Oh, excellent. I look forward to it. What is it putting? Why not? <laugh> >>What else have you seen? So when accessibility for talent, which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentations have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. >>Yeah. And also turn off your IMEs too. >>Oh yes. It's always fun in the, in the meetings when you're talking to someone and their co is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. >>Why not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't. No, the only encourager it's fine. >>My kids. Excellent. Yeah. That's fun again. That's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you, or I wanna put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Tell me a story there. >>I, I >>Think that gets a glimpse in a hook and >>Makes more, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did it thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they called for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in Japan or Singapore to access them. And now they're in the index. They're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content, >>Absolutely >>Content value plus >>The networking. And that is the next big revelation of this industry is going to realize you have different companies. And in Amazon's case, different service teams, all, all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here with Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up in the beginnings. Great guy. Check out his blog, his site, his newsletter screaming podcast. Cory, final question for you. Uh, what do you hear doing what's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck build group. We solve one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I indulge my continual and ongoing law of affair with the sound of my own voice. >><laugh> and you good. It's good content. It's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No, thank you. Fun. You. Okay. This the cube covers here in San Francisco, California, the cube is back at to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John furry. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS. The two great guests here from the APN global APN se Jenko and Jeff Grimes partner leader, Jeff and se is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS global startup program. >>That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, of course. Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously were in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. Lot of 'em getting funded, big growth and cloud big growth and data security, hot and sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to provide white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support, dedicated headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, start AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall F for, for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, I got >>A lot. We've got a lot. >>There's a lot. I gotta, I gotta ask the tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it. What do I get out of it? What's >>A good story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company. Yeah. Right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. Sure. So, um, I think what's been fun over the years for me personally, I came from a startup, ran sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired, and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. Yeah. Still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters right. Where everyone's going after similar things. >>Yeah. I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, yeah. You guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake, they're built on top of AWS. Yeah. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's called a foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps compet, the, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching. Certainly I asked this a lot. There's a lot of companies startups out there who makes the, is there a criteria? Oh God, it's not like his sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How do you guys focus? How do you guys focus? I mean, you got a good question, you know, a thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the fees that we look after our infrastructure ISVs, that's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really we're trying to find these ISVs that can solve, uh, really interesting AWS customer challenges. >>So you guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line of business line, like web marketing >>Solutions, business apps, >>Business, this owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage, backup, ransomware of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startup that we cover is that they've got, they truly have support from a build market sell perspective. Right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can we waste that sock report? Oh, download it, the console, which we use all the time. Exactly. But security's a big deal. I mean, you know, SREs are evolving, that role of DevOps is taking on dev SecOps. Um, I, I could see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or not, not part of a, uh, >>Yeah, >>So the partner development manager can be an escalation point. Absolutely. Think of them as an extension of your business inside of AWS. >>Great. And you guys how's that partner managers, uh, measure >>On those three pillars. Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's >>Very important. I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top >>Line. Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the startups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. Mm-hmm <affirmative> the challenge is they just might not have the brand recognition that the big guys have. And so that it's our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF and then outside SF, you guys have a global program, you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here that's doing, uh, AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously a ton of partners, I, from the bay area that we support. Um, but we're seeing a lot of really interesting technology coming out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy real quick, before you get in the surge. It's interesting. The VC market in, in Europe is hot. Yeah. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. We'll see if they crash, you know, but we don't see that happening. I mean, people have been projecting a crash now in, in the startup ecosystem for at least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the pandemic because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Leski both say the same thing during the pandemic necessity, the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of walk me through, pretend me I'm a startup. Hey, I am on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Surge? What, what do I do? >>That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement and where do they want to go at the end of the day? Um, and oftentimes because we've worked with so many successful startups, they have come out of our program. We have, um, either through intuition or a playbook, determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love star rights here in the cube because one, um, they have good stories. They're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startup showcases startups.com. Check out AWS startups.com and you got the showcases, uh, final. We I'll give you guys the last word. What's the bottom line bumper sticker for AP the global APN program. Summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally start >>With you. Yeah. I think the AWS global startup program's here to help companies truly accelerate their business full stop. Right. And that's what we're here for. I love it. >>It's a good way to, it's a good way to put it Dito. >>Yeah. All right, sir. Thanks for coming on. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of the realities here. Open source and cloud all making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for watching >>John. >>Hello and welcome back to the cubes live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city. Coming up this summer, we'll be there as well at events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net, check it out a lot of content this year, more than ever, a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability Jeremy. Great to see you. Thanks >>Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability hot area, but also you've been a senior executive president of Dell, uh, EMC, uh, 11 years ago you had a, a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here. You predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for, for sort of catching that bus out, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply. Snowflake obviously are involved, uh, the board level, you know, the founders, you know, the people there cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applic. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflake is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think riding more software than, than ever fall. Why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data and the, you know, the sort of the transactions, you know, what you bought today or something like that. But then there's what we do, which is all the telemetry data, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then I not, where did they drop off all of that they wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code. One of the insights that we got out of that I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some query, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and >>Yeah, yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you, of enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I, I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that yeah, it is about the data. You know, if I can better understand my data better than my competitor than I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. So >>Let's talk about observing you the CEO of, okay. Given you've seen the wave before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of, of something from years gone by. >>But, um, there's a guy called, um, Rudy Coleman in 1960s, kinder term. And, and, and the term was been able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of the all years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. <affirmative> um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike on our board. And, um, you know, part of the observed story yeah. Is closely knit with snowflake because all of that time data know we, we still are in there. >>So I want to get, uh, >>Yeah. >>Pivot to that. Mike Pfizer, snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it castles in the cloud where there are moats in the cloud. So you're close to it. I know you're doing some stuff with snowflake. So a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? >>I mean, having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, to many years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operator and system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah. It's >>Okay. But hyperscale, yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generator data, but machine generated data in the world of cloud. And I think they they've done an amazing job doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snow snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy. >>So you're building on top of snowflake. >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You >>Still on the board. >>Yeah. I'm still on the board. Yeah. That that's a risk I'm prepared to take <laugh> I am long on snowflake you, >>Well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No know just doing, but the, this is a real dynamic. It is. It's not a one off it's. >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is an order of magnitude more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I believe the opportunity for folks like snowflake and folks like observe it's an order of magnitude more than it was for the Oracle and the SAPs of the old >>World. Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite >>Easy or be the platform, but it's hard. There's only like how many seats are at that table left. >>Well, value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, Rackspace and there's 1,000,001 infrastructure, a service platform as a service, my, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. You don't hear so much about it, these, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters. Cause then if the provision, the CapEx, now the CapEx is in the cloud. Then you build on top of that, you got snowflake you on top of that, the >>Assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's >>Almost free, >>But, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get into. >>And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a serious, multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me like, look, you're building on snowflake. Um, you, you know, you are, you are, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying them money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well in observe, but then I've got half the development team working on in that will never be as good as snowflake. And so we made the call early on that. No, no, we, we wanna innovate above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's actually more on snowflake. I I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS >>One and for snowflake and, and any platform provider, it's a beautiful thing. You know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of ecosystems. >>Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New products. You're scaling that function with the, >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is invaluable, >>You know, but Jeremy Greek conversation, thanks for sharing your insights on the industry. Uh, we got a couple minutes left. Um, put a plug in for observe. What do you guys, I know you got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting traction. Yeah. >>Yeah. >>Scales around the corner. Sounds like, are you, is that where you are scale? >>Got, we've got a big announcement coming up in two or weeks. We've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, uh, but it's gonna be exciting. And, and like I saids hill continued to, to, to stick, >>I think capital one's a big snowflake customer as well. Right. They, >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. Yeah. And, and today that, that is one of Snowflake's biggest accounts. >>So capital one, very innovative cloud, obviously AIOS customer and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, right? So you got POCs, what's that trick GE look like, can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit the straight and narrow and, and gas it >>Fast. Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage is questions that the board are always about, like, is the product, right? Is the product right? Is the product right? If you got the product right. And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we were, we're adding all the tracing visualizations. So people will be able to the kind of things that back in the day you could do with the new lakes and, and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us, this year's a big one, cuz we sort of complete the trifecta, you know, the, the logs, >>What's the secret sauce observe. What if you had the, put it into a, a sentence what's the secret sauce? I, >>I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors. And, and the biggest thing our investors give is actually it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. Why I got you here? You've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their business restructure. So a lot happening in cloud. What's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out out a way to take their, this to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B prepared to take risks and it's, it's a race against time to, you know, get their, their offerings in this. So a new digital footprint, >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10. Uh, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. >>Yeah. They're, they're, it's an amazing story. I mean, you know, we we're, we're on AWS as well. And so I, I think if they keep nurturing the builders in the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late it was, they stopped, uh, really caring about developers and the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing head start and if they did more, you know, if they do more than that, that's, what's gonna keep the jut rolling for many years to come. Yeah, >>They got the silicone and they got the staff act, developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great start. Thanks for coming on the cube. >>Always a pleasure. >>Okay. Live from San Francisco to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers of the bay area at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics AI thing, all coming together. Lots of coverage stay with us today. We've got a great guest from Deibel VC. John Skoda, founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, Matt. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over a decade. Um, >><affirmative>, it's been at least 10 years now, >>At least 10 years more. And we don't wanna actually go back as frees back, uh, the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in >>Second. We, we are, it's a little bit of a throwback to the path though, in my opinion, >><laugh>, it's all the same. It's all distributed computing and software. We ran each other in cube con you're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software is take old something old and make it better, new, faster. <laugh>. So tell us about Deibel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you're doing. I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called, I am logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of our companies, uh, early investor in open source companies and cloud companies and spent a really wonderful 12 years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start enter price software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting in an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building products that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchased software that has traditionally bought and sold tops down. But, you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early opts. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great and emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies. The is no, I mean, consumer is enterprise. Now everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. Well, and, >>And I think all of us here that are, uh, maybe students of history and have been involved in, open in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three movement. >>The hype is definitely that three. >>Yeah. But, but >>You know, for >>Sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many men over, uh, 500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant, but it's also the hype of like the web three, for instance. But you know, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher direct sales force and SAS kind of crushed the, at now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data. You know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all successful startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. You >>Just pull the >>Product through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement maybe started with open source where users were, are contributors, you know, contributors, we're users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a GenXer technically, so for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been staying on the cube for probably about eight years now that we are gonna hit a digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>It's the main for days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean >>The decision making, let me ask you this next question. As a VC. Now you look at pitch, well, you've made a VC for many years, but you also have the founder, uh, entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the person. So fing, so you make, it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. You, I still think that that's important, right? It still is a human need for people to believe in narratives and stories. But having said that you're right, the proof is in the pudding, right? At some point you click download and you try the product and it does what it says it it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy that we live in, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their products exactly >>The volume back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song was the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the, you know, it's gotta speak to >>The, speak to the user, but let me ask a question now that the people watching who are maybe entrepreneurial entrepreneur, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage, engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I >>Show >>The path. I think the single most important thing for any founder and VC relationship is that they have the same vision, uh, have the same vision. You can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens in six months. Sometimes it takes six years is sometimes like 16 years. >>Uh, what's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Desel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There, there's three big trends that we invest in. And they're the, they're the only things we do day in, day out. One is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen and on what timeline happening >>Forever. >>But it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a, a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is under invested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion. And it still is a fraction of what we're, what >>We're and security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters of your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cub gone. Uh, >>Absolutely. >>Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for having me on >>The show. Guess bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After the short break, stay with us. Everyone. Welcome to the queue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with the events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube got a great guest here. Justin Coby owner and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us a story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving into the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas up in Toronto, uh, key Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago and it's been a great ride. It >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small to midsize business. They're trying to understand how to leverage technology. It better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech ISNT really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the cloud or we move some things to cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strateg, always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want get set up. But then the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>In the SMB space? The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. >>Good. How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I, there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning the projects that early and not worrying about it, you got it. I mean, most people don't abandon cause like, oh, I own it. >>Exactly. And >>They get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say. So, oh, it's a great analogy. So I mean, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you, I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did am jazzy announce or Adam, you know, the 5,000 announcement or whatever. They do huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are, >>What's the values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your, or it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back Andre or the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner, that's all offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a fortune. If >>Training alone would be insane, a factor and the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement and still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I love it. It's amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and businesses in general, small en large, it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cybersecurity issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one and the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about. So that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side though. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And, and the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll >>Do all that >>Exactly. In it department. >>Exactly. >>Like, can we just call up, uh, you know, <laugh> our old vendor. That's >>Right. <laugh> right. Our old vendor. I like it, but that's so true. I mean, when I think about how, if I was a business owner, starting a business to today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we talk about every, with every one of our small to midsize business. >>So just, I want to get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at R I T long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that we're gonna also buy the business with >>Me. And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they care very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us and we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The game don't, won't say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing were a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud and a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on eight at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers, empathetic to where they are in their journey. And >>That's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and doubling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. Thank >>You very much for having >>Me. Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching with back with more great coverage for two days after this short break >>Live on the floor in San Francisco for 80 west summit, I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube, bringing all the action. Also virtual, we have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticketing off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad >>To be here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the, uh, New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the, the game is pretty much laid out. Mm. And the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud out for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and then became the CEO. Now Adam Slosky is in charge, but the edge has always been that thing they've been trying to, I don't wanna say, trying to avoid, of course, Amazon would listen to customers. They work backwards from the customers. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. It >>Does. >>That's not central lies in the public cloud. Now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the <affirmative> what's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over fit 15 AWS edge services, and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube, uh, cuz it's basically Amazon in a box, pushed in the data center, uh, running native, all the stuff, but now cloud native operations are kind of become standard. You're starting to see some standard Deepak sings group is doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see low the zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I wanna manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere in your VMware environment and it's increasing the speed of adoption >>For sure. So you guys are making a lot of good business decisions around managed cloud service. Innovative does that. You have the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their available ability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They wanna focus on their applications. They want focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. We help build out these things in local data centers for 32 plus year old company, we have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. >>So basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we're gonna talk about hurricanes and gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data, you have applications that are tapping into that, that requirement. It makes total sense. We're seeing across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech in, in the islands. There are a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto underly parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a tech technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. And I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead. It's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decent centralized. >>Yeah. And that's, and that's the conversation performance. >>Yeah. >>And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through a, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a and I also want all the benefits of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the good this of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-processing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take the, those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data lake or whatever, >>To the data lake. Yeah. Data Lakehouse, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but I'll lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going of the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you, what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacture, industrial, whatever the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture in the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about out. Customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern we're seeing of the past year is that throwing away data's bad, even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retraining their machine learning algorithms. Yep. So as data becomes code, as we call it in our last showcase, we did a whole whole event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw it away. It's not just business better. Yeah. There's all kinds of new scale. >>There are. And, and we have, uh, many customers that are running pay Toby level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move Aytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background, OnPrem architect, Aus cloud, and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You got a customer to jump out >>Kind of. So I was, you jumped out. I was teaching having, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a sky. I instructor, uh, I was teaching skydiving and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his customers are working. And he can't find an enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started and the first day there, uh, we had a, a discussion, uh, EC two had just come out <laugh> and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services tore >>It's. So it's such a great story, you know, was gonna, you know, you know, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You got the right equipment. You gotta do the right things. Exactly. >>Right. >>Yeah. Thanks for coming. You really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live in San Francisco for eight of us summit. I'm John for host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look up this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host of the cube. We'll be at the eighties summit in New York city this summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor in a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you. Cool. How are you? Good. >>How hello you. >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? >>First of all, thank you for having me. We're back to be business with you, never after to see you. Uh, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. We have raised close to a hundred million there. The investors are people like Norwes Menlo ventures, coastal ventures, Ram Shera, and all those people, all well known guys. And Beckel chime Paul me Mayard web. So whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISRA is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and service now to take you to the next stage? Well, >>I love having you on the cube, Dave and I, Dave LAN as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh> >>You know, who does >>You, >>You >>Get the call fund to talk to you though. You >>Get the commentary, your, your finger in the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on a $2 billion valuation back from the dead after they pivoted from enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control plan? Emerging AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 billion observability companies. Data is the key. This is what's your end on this. What's your take. >>Yeah, look, I think I'll give you the few that I see right from my side. Obviously data is very clear. So the things that rumor system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA AI enable is a new buzzword and using the AI for customer service. It, you talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI services. What used to be desk with ServiceNow BMC GLA you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you, you see AI going >>Off is RPA. A company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, is it a product company? I mean, or I mean, RPA is, should be embedded in everything. It's a >>Feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be embedded in every area. Yeah. Like we call cloud NATO and AI. They it'll become automation data. Yeah. And that's your, thinking's >>Interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed. Are they integrated? I mean, these are the challenges. This is crazy. What's the, >>So remember the databases became called polyglot databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you, you were talking about, it should be part of service. Now it should be part of ISRA. Like every company, every Salesforce. So that's why you see it MuleSoft and sales buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer embedded inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind, as you got the XPO hall got, um, we're back to vis, but you got, you know, AMD, Clum, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right? Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs, what does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be people don't just build on Amazon. They're going to build it on top of snow. Flake companies are snowflake becomes a data platform, right? People will build on snowflake, right? So I see my old boss playing ment, try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer, right? So I think that's the next level of companies trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last re invent, coined the term super cloud, right? It's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You're starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of hitting on us saying, Hey, you guys terrible, they didn't get him. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist and, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer room. The middle layer pass will be snowflake. So I cannot build it on snowflake. I can use them for data layer if I really need to size, I'll build it on force.com Salesforce. Yeah. Right. So I think that's where you'll >>See. So basically the, the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. It >>Is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got Redshift. Um, but snowflake big customer. The they're probably paying AWS big, >>I >>Think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with the snowflake to have native snowflake data warehouse as a data layer. So I think depending on the use case you have to use each of the above, I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose your value. That's right. With some sort of internal hack, but I've think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it closed skill you the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, on-prem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations, it helpless. Even the customer service service. Now the ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the market. Feel free to text me or DMing. Next question is really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and you know, small, medium, large, and large enterprise, they're all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean seeing some stuff, but why don't we get your thoughts on that? What it >>Is you, if I remember going back to our 2007 or eight, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or one person today. Most companies are already spending 20, 30% with startups. Like if I look at a C I will line our business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. Yeah. >>And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I, I reference the URL causes like there's like a bunch of companies we've been promoting because the solution that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share? >>I, a lot of thoughts that Fu I see the AI op solutions in the futures should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app dynamic, right? Dynatrace, all this solution will go future towards predict to pro so solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers give the data, share the data because we thought the data algorithms are useless. I can give the best algorithm, but I gotta train them, modify them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know that >>Look at, look how much data bricks has grown. >>It is doubled. The key cloud >>Air kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking year that growing customers and my customers, or some of them, you like it's zoom auto desk, McAfee, uh, grand <inaudible>. So all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on, predict ours. One area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of a us summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on the calendar, of course, go to a us startups.com. That's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be two with the cube on the set. We're getting back in the Groove's psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economist with duck bill groove, he's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit posting, but they don't know how to do it. They're >>Doing it right. There's something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what, what is shitposting >>It's more or less talking about the world of enterprise technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream, but it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a Jack ass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, Cuban coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's evolving Atos, especially new CEO. Andy move on to be the chief of all. Amazon just saw him the cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble. Imagine the logistics, it takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense, the nominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to a, is trying to portray themselves, you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it's same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car, our driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, it sounds like more exciting. Like they >>Better have a replacement ready in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula, the one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other people in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. Oh, >>It's great too. And I can see the appeal of these tech companies getting it into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great SA we've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late leads there been tick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's hi, I'm emailing an awful lot of people at last week in AWS every week and okay. They not have heard me. It. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, I >>Think >>I guarantee if we had that right now, people would call in and Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave Avante about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish, but that's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their product >>They're going in different directions. When they named Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonus on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, a session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store with is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage through parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, RedShift's not an acronym. You got >>Gas is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, >>They still got bean stock or is that still >>Around? Oh, they never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it, John. >>Okay. >>Simple BV still haunts our >>Dreams. I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, gimme something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better in some areas where do they need more work? And you, your opinion, because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So, you know, Redshift, snowflake database is out there. So you've got this optician. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Loves that term. Yeah. >>You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the, the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah. Cool. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journey mean in the, in the cloud journey, going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna end, certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing, or just big changes you've seen with the pan endemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who >>Can pony. >>Hello and welcome back to the live cube coverage here in San Francisco, California, the cube live coverage. Two days, day two of a summit, 2022 Aish summit, New York city coming up in summer. We'll be there as well. Events are back. I'm the host, John fur, the Cub got great guest here. Johnny Dallas with Ze. Um, here is on the queue. We're gonna talk about his background. Uh, little trivia here. He was the youngest engineer ever worked at Amazon at the age. 17 had to get escorted into reinvent in Vegas cause he was underage <laugh> with security, all good stories. Now the CEO of company called Z know DevOps kind of focus, managed service, a lot of cool stuff, Johnny, welcome to the cube. >>Thanks John. Great. >>So tell a story. You were the youngest engineer at AWS. >>I was, yes. So I used to work at a company called Bebo. I got started very young. I started working when I was about 14, um, kind of as a software engineer. And when I, uh, it was about 16. I graduated out of high school early, um, working at this company Bebo, still running all of the DevOps at that company. Um, I went to reinvent in about 2018 to give a talk about some of the DevOps software I wrote at that company. Um, but you know, as many of those things were probably familiar with reinvent happens in a casino and I was 16. So was not able to actually go into the, a casino on my own. Um, so I'd have <inaudible> security as well as casino security escort me in to give my talk. >>Did Andy jazzy, was he aware of >>This? Um, you know, that's a great question. I don't know. <laugh> >>I'll ask him great story. So obviously you started a young age. I mean, it's so cool to see you jump right in. I mean, I mean you never grew up with the old school that I used to grew up in and loading package software, loading it onto the server, deploying it, plugging the cables in, I mean you just rocking and rolling with DevOps as you look back now what's the big generational shift because now you got the Z generation coming in, millennials on the workforce. It's changing like no one's putting and software on servers. Yeah, >>No. I mean the tools keep getting better, right? We, we keep creating more abstractions that make it easier and easier. When I, when I started doing DevOps, I could go straight into E two APIs. I had APIs from the get go and you know, my background was, I was a software engineer. I never went through like the CIS admin stack. I, I never had to, like you said, rack servers, myself. I was immediately able to scale. I was managing, I think 2,500 concurrent servers across every Ables region through software. It was a fundamental shift. >>Did you know what an SRE was at that time? >>Uh, >>You were kind of an SRE on >>Yeah, I was basically our first SRE, um, was familiar with the, with the phrasing, but really thought of myself as a software engineer who knows cloud APIs, not a SRE. All >>Right. So let's talk about what's what's going on now as you look at the landscape today, what's the coolest thing that's going on in your mind in cloud? >>Yeah, I think the, I think the coolest thing is, you know, we're seeing the next layer of those abstraction tools exist and that's what we're doing with Z is we've basically gone and we've, we're building an app platform that deploys onto your cloud. So if you're familiar with something like Carku, um, where you just click a GitHub repo, uh, we actually make it that easy. You click a GI hub repo and it will deploy on ALS using a AWS tools. So, >>Right. So this is Z. This is the company. Yes. How old's the company about >>A year and a half old now. >>All right. So explain what it does. >>Yeah. So we make it really easy for any software engineer to deploy on a AWS. It's not SREs. These are the actual application engineers doing the business logic. They don't really want to think about Yamo. They don't really want to configure everything super deeply. They want to say, run this API on S in the best way possible. We've encoded all the best practices into software and we set it up for you. Yeah. >>So I think the problem you're solving is that there's a lot of want be DevOps engineers. And then they realize, oh shit, I don't wanna do this. Yeah. And some people want to do it. They loved under the hood. Right. People love to have infrastructure, but the average developer needs to actually be as agile on scale. So that seems to be the problem you solve. Right? >>Yeah. We, we, we give way more productivity to each individual engineer, you know? >>All right. So let me ask you a question. So let me just say, I'm a developer. Cool. I build this new app. It's a streaming app or whatever. I'm making it up cube here, but let's just say I deploy it. I need your service. But what happens about when my customers say, Hey, what's your SLA? The CDN went down from this it's flaky. Does Amazon have, so how do you handle all that SLA reporting that Amazon provides? Cuz they do a good job with sock reports all through the console. But as you start getting into DevOps <affirmative> and sell your app, mm-hmm <affirmative> you have customer issues. How do you, how do you view that? Yeah, >>Well, I, I think you make a great point of AWS has all this stuff already. AWS has SLAs. AWS has contract. Aw has a lot of the tools that are expected. Um, so we don't have to reinvent the wheel here. What we do is we help people get to those SLAs more easily. So Hey, this is AWS SLA as a default. Um, Hey, we'll fix you your services. This is what you can expect here. Um, but we can really leverage S's reliability of you. Don't have to trust us. You have to trust ALS and trust that the setup is good there. >>Do you handle all the recovery or mitigation between, uh, identification say downtime for instance? Oh, the server's not 99% downtime. Uh, went down for an hour, say something's going on? And is there a service dashboard? How does it get what's the remedy? Do you have a, how does all that work? >>Yeah, so we have some built in remediation. You know, we, we basically say we're gonna do as much as we can to keep your endpoint up 24 7 mm-hmm <affirmative>. If it's something in our control, we'll do it. If it's a disc failure, that's on us. If you push bad code, we won't put out that new version until it's working. Um, so we do a lot to make sure that your endpoint stay is up, um, and then alert you if there's a problem that we can't fix. So cool. Hey S has some downtime, this thing's going on. You need to do this action. Um, we'll let you know. >>All right. So what do you do for fun? >>Yeah, so, uh, for, for fun, um, a lot of side projects. <laugh> uh, >>What's your side hustle right now. You got going on >>The, uh, it's >>A lot of tools playing tools, serverless. >>Yeah, painless. A lot of serverless stuff. Um, I think there's a lot of really cool WAM stuff as well. Going on right now. Um, I love tools is, is the truest answer is I love building something that I can give to somebody else. And they're suddenly twice as productive because of it. Um, >>It's a good feeling, isn't it? >>Oh yeah. There's >>Nothing like tools were platforms. Mm-hmm <affirmative>, you know, the expression, too many tools in the tool. She becomes, you know, tools for all. And then ultimately tools become platforms. What's your view on that? Because if a good tool works and starts to get traction, you need to either add more tools or start building a platform platform versus tool. What's your, what's your view on a reaction to that kind of concept debate? >>Yeah, it's a good question. Uh, we we've basically started as like a, a platform. First of we've really focused on these, uh, developers who don't wanna get deep into the DevOps. And so we've done all of the pieces of the stacks. We do C I C D management. Uh, we do container orchestration, we do monitoring. Um, and now we're, spliting those up into individual tools so they can be used. Awesome in conjunction more. >>All right. So what are some of the use cases that you see for your service? It's DevOps basically nano service DevOps. So people who want a DevOps team, do clients have a DevOps person and then one person, two people what's the requirements to run >>Z. Yeah. So we we've got teams, um, from no DevOps is kind of when they start and then we've had teams grow up to about, uh, five, 10 men DevOps teams. Um, so, you know, as is more infrastructure people come in because we're in your cloud, you're able to go in and configure it on top you're we can't block you. Uh, you wanna use some new AWS service. You're welcome to use that alongside the stack that we deploy >>For you. How many customers do you have now? >>So we've got about 40 companies that are using us for all of their infrastructure, um, kind of across the board, um, as well as >>What's the pricing model. >>Uh, so our pricing model is we, we charge basically similar to an engineering salary. So we charge a monthly rate. We have plans at 300 bucks a month, a thousand bucks a month, and then enterprise plan for >>The requirement scale. Yeah. So back into the people cost, you must have her discounts, not a fully loaded thing, is it? >>Yeah, there's a discounts kind of asking >>Then you pass the Amazon bill. >>Yeah. So our customers actually pay for the Amazon bill themselves. So >>Have their own >>Account. There's no margin on top. You're linking your, a analyst account in, um, got it. Which is huge because we can, we are now able to help our customers get better deals with Amazon. Um, got it. We're incentivized on their team to drive your costs down. >>And what's your unit main unit of economics software scale. >>Yeah. Um, yeah, so we, we think of things as projects. How many services do you have to deploy as that scales up? Um, awesome. >>All right. You're 20 years old now you not even can't even drink legally. <laugh> what are you gonna do when you're 30? We're gonna be there. >>Well, we're, uh, we're making it better, better, >>Better the old guy on the queue here. <laugh> >>I think, uh, I think we're seeing a big shift of, um, you know, we've got these major clouds. ALS is obviously the biggest cloud and it's constantly coming out with new services, but we're starting to see other clouds have built many of the common services. So Kubernetes is a great example. It exists across all the clouds and we're starting to see new platforms come up on top that allow you to leverage tools for multiple times. At the same time. Many of our customers actually have AWS as their primary cloud and they'll have secondary clouds or they'll pull features from other clouds into AWS, um, through our software. I think that's, I'm very excited by that. And I, uh, expect to be working on that when I'm 30. <laugh> awesome. >>Well, you gonna have a good future. I gotta ask you this question cuz uh, you know, I always, I was a computer science undergrad in the, in the, and um, computer science back then was hardcore, mostly systems OS stuff, uh, database compiler. Um, now there's so much compi, right? Mm-hmm <affirmative> how do you look at the high school college curriculum experience slash folks who are nerding out on computer science? It's not one or two things. You've got a lot of, lot of things. I mean, look at Python, data engineering and emerging as a huge skill. What's it, what's it like for college kids now and high school kids? What, what do you think they should be doing if you had to give advice to your 16 year old self back a few years ago now in college? Um, I mean Python's not a great language, but it's super effective for coding and the datas were really relevant, but it's, you've got other language opportunities you've got tools to build. So you got a whole culture of young builders out there. What should, what should people gravitate to in your opinion and stay away from or >>Stay away from? That's a good question. I, I think that first of all, you're very right of the, the amount of developers is increasing so quickly. Um, and so we see more specialization. That's why we also see, you know, these SREs that are different than typical application engineering. You know, you get more specialization in job roles. Um, I think if, what I'd say to my 16 year old self is do projects, um, the, I learned most of my, what I've learned just on the job or online trying things, playing with different technologies, actually getting stuff out into the world, um, way more useful than what you'll learn in kind of a college classroom. I think classroom's great to, uh, get a basis, but you need to go out and experiment actually try things. >>You know? I think that's great advice. In fact, I would just say from my experience of doing all the hard stuff and cloud is so great for just saying, okay, I'm done, I'm banning the project. Move on. Yeah. Cause you know, it's not gonna work in the old days. You have to build this data center. I bought all this, you know, people hang on to the old, you know, project and try to force it out there. Now you >>Can launch a project now, >>Instant gratification, it ain't working <laugh> or this is shut it down and then move on to something new. >>Yeah, exactly. Instantly you should be able to do that much more quickly. Right. So >>You're saying get those projects and don't be afraid to shut it down. Mm-hmm <affirmative> that? Do you agree with that? >>Yeah. I think it's ex experiment. Uh, you're probably not gonna hit it rich on the first one. It's probably not gonna be that idea is the genius idea. So don't be afraid to get rid of things and just try over and over again. It's it's number of reps >>That'll win. I was commenting online. Elon Musk was gonna buy Twitter, that whole Twitter thing. And someone said, Hey, you know, what's the, I go look at the product group at Twitter's been so messed up because they actually did get it right on the first time. And we can just a great product. They could never change it because people would freak out and the utility of Twitter. I mean, they gotta add some things, the added button and we all know what they need to add, but the product, it was just like this internal dysfunction, the product team, what are we gonna work on? Don't change the product so that you kind of have there's opportunities out there where you might get the lucky strike right outta the gate. Yeah. Right. You don't know. >>It's almost a curse too. It's you're not gonna hit curse Twitter. You're not gonna hit a rich the second time too. So yeah. >><laugh> Johnny Dallas. Thanks for coming on the cube. Really appreciate it. Give a plug for your company. Um, take a minute to explain what you're working on. What you're look looking for. You hiring funding. Customers. Just give a plug, uh, last minute and kind the last word. >>Yeah. So, um, John Dallas from Ze, if you, uh, need any help with your DevOps, if you're a early startup, you don't have DevOps team, um, or you're trying to deploy across clouds, check us out z.com. Um, we are actively hiring. So if you are a software engineer excited about tools and cloud, or you're interested in helping getting this message out there, hit me up. Um, find us on z.co. >>Yeah. LinkedIn Twitter handle GitHub handle. >>Yeah. I'm the only Johnny on a LinkedIn and GitHub and underscore Johnny Dallas underscore on Twitter. All right. Um, >>Johnny Dallas, the youngest engineer working at Amazon, um, now 20 we're on great new project here in the cube. Builders are all young. They're growing into the business. They got cloud at their, at their back it's tailwind. I wish I was 20. Again, this is a I'm John for your host. Thanks for watching. Thanks. >>Welcome >>Back to the cubes. Live coverage of a AWS summit in San Francisco, California events are back, uh, ADAS summit in New York cities. This summer, the cube will be there as well. Check us out there lot. I'm glad we have events back. It's great to have everyone here. I'm John furry host of the cube. Dr. Matt wood is with me cube alumni now VP of business analytics division of AWS. Matt. Great to see you. Thank >>You, John. Great to be here. >>Appreciate it. I always call you Dr. Matt wood, because Andy jazzy always says Dr. Matt, we >>Would introduce you on the he's the one and only the one and >>Only Dr. Matt wood >>In joke. I love it. >>Andy style. And I think you had walkup music too on, you know, >>Too. Yes. We all have our own personalized walk. >>So talk about your new role. I not new role, but you're running up, um, analytics, business or AWS. What does that consist of right now? >>Sure. So I work, I've got what I consider to be the one of the best jobs in the world. Uh, I get to work with our customers and, uh, the teams at AWS, uh, to build the analytics services that millions of our customers use to, um, uh, slice dice, pivot, uh, better understand their day data, um, look at how they can use that data for, um, reporting, looking backwards and also look at how they can use that data looking forward. So predictive analytics and machine learning. So whether it is, you know, slicing and dicing in the lower level of, uh Hado and the big data engines, or whether you're doing ETR with glue or whether you're visualizing the data in quick side or building models in SageMaker. I got my, uh, fingers in a lot of pies. >>You know, one of the benefits of, uh, having cube coverage with AWS since 2013 is watching the progression. You were on the cube that first year we were at reinvent 2013 and look at how machine learning just exploded onto the scene. You were involved in that from day one is still day one, as you guys say mm-hmm <affirmative>, what's the big thing now. I mean, look at, look at just what happened. Machine learning comes in and then a slew of services come in and got SageMaker became a hot seller, right outta the gate. Mm-hmm <affirmative> the database stuff was kicking butt. So all this is now booming. Mm-hmm <affirmative> that was the real generational changeover for <inaudible> what's the perspective. What's your perspective on, yeah, >>I think how that's evolved. No, I think it's a really good point. I, I totally agree. I think for machine machine learning, um, there was sort of a Renaissance in machine learning and the application of machine learning machine learning as a technology has been around for 50 years, let's say, but, uh, to do machine learning, right? You need like a lot of data, the data needs to be high quality. You need a lot of compute to be able to train those models and you have to be able to evaluate what those mean as you apply them to real world problems. And so the cloud really removed a lot of the constraints. Finally, customers had all of the data that they needed. We gave them services to be able to label that data in a high quality way. There's all the compute. You need to be able to train the models <laugh> and so where you go. >>And so the cloud really enabled this Renaissance with machine learning, and we're seeing honestly, a similar Renaissance with, uh, with data, uh, and analytics. You know, if you look back, you know, five, 10 years, um, analytics was something you did in batch, like your data warehouse ran a analysis to do, uh, reconciliation at the end of the month. And then was it? Yeah. And so that's when you needed it, but today, if your Redshift cluster isn't available, uh, Uber drivers don't turn up door dash deliveries, don't get made. It's analytics is now central to virtually every business and it is central to every virtually every business is digital transformation. Yeah. And be able to take that data from a variety of sources here, or to query it with high performance mm-hmm <affirmative> to be able to actually then start to augment that data with real information, which usually comes from technical experts and domain experts to form, you know, wisdom and information from raw data. That's kind of, uh, what most organizations are trying to do when they kind of go through this analytics journey. It's >>Interesting, you know, Dave LAN and I always talk on the cube, but out, you know, the future and, and you look back, the things we were talking about six years ago are actually happening now. Yeah. And it's not a, a, a, you know, hyped up statement to say digital transformation. It actually's happening now. And there's also times where we bang our fist on the table, say, I really think this is so important. And Dave says, John, you're gonna die on that hill <laugh>. >>And >>So I I'm excited that this year, for the first time I didn't die on that hill. I've been saying data you're right. Data as code is the next infrastructure as code mm-hmm <affirmative>. And Dave's like, what do you mean by that? We're talking about like how data gets and it's happening. So we just had an event on our 80 bus startups.com site mm-hmm <affirmative>, um, a showcase with startups and the theme was data as code and interesting new trends emerging really clearly the role of a data engineer, right? Like an SRE, what an SRE did for cloud. You have a new data engineering role because of the developer on, uh, onboarding is massively increasing exponentially, new developers, data science, scientists are growing mm-hmm <affirmative> and the, but the pipelining and managing and engineering as a system. Yeah. Almost like an operating system >>And as a discipline. >>So what's your reaction to that about this data engineer data as code, because if you have horizontally scalable data, you've gotta be open that's hard. <laugh> mm-hmm <affirmative> and you gotta silo the data that needs to be siloed for compliance and reasons. So that's got a very policy around that. So what's your reaction to data as code and data engineering and >>Phenomenon? Yeah, I think it's, it's a really good point. I think, you know, like with any, with any technology, uh, project inside an organization, you know, success with analytics or machine learning is it's kind of 50% technology and then 50% cultural. And, uh, you have often domain experts. Those are, could be physicians or drug experts, or they could be financial experts or whoever they might be got deep domain expertise. And then you've got technical implementation teams and it's kind of a natural often repulsive force. I don't mean that rudely, but they, they just, they don't talk the same language. And so the more complex the domain and the more complex the technology, the stronger that repulsive force, and it can become very difficult for, um, domain experts to work closely with the technical experts, to be able to actually get business decisions made. And so what data engineering does and data engineering is in some cases team, or it can be a role that you play. >>Uh, it's really allowing those two disciplines to speak the same language it provides. You can think of it as plumbing, but I think of it as like a bridge, it's a bridge between like the technical implementation and the domain experts. And that requires like a very disparate range of skills. You've gotta understand about statistics. You've gotta understand about the implementation. You've gotta understand about the, it, you've gotta understand and understand about the domain. And if you could pull all of that together, that data engineering discipline can be incredibly transformative for an organization, cuz it builds the bridge between those two >>Groups. You know, I was advising some, uh, young computer science students at the sophomore junior level, uh, just a couple weeks ago. And I told 'em, I would ask someone at Amazon, this questions I'll ask you since you're, you've been in the middle of of it for years, they were asking me and I was trying to mentor them on. What, how do you become a data engineer from a practical standpoint, uh, courseware projects to work on how to think, um, not just coding Python cause everyone's coding in Python mm-hmm <affirmative> but what else can they do? So I was trying to help them and I didn't really know the answer myself. I was just trying to like kind of help figure it out with them. So what is the answer in your opinion or the thoughts around advice to young students who want to be data engineers? Cuz data scientists is pretty clear in what that is. Yeah. You use tools, you make visualizations, you manage data, you get answers and insights and apply that to the business. That's an application mm-hmm <affirmative>, that's not the, you know, sta standing up a stack or managing the infrastructure. What, so what does that coding look like? What would your advice be to >>Yeah, I think >>Folks getting into a data engineering role. >>Yeah. I think if you, if you believe this, what I said earlier about like 50% technology, 50% culture, like the, the number one technology to learn as a data engineer is the tools in the cloud, which allow you to aggregate data from virtually any source into something which is incrementally more valuable for the organization. That's really what data engineering is all about. It's about taking from multiple sources. Some people call them silos, but silos indicates that the, the storage is kind of fungible or UND differentiated. That that's really not the case. Success requires you to really purpose built well crafted high performance, low cost engines for all of your data. So understanding those tools and understanding how to use 'em, that's probably the most important technical piece. Um, and yeah, Python and programming and statistics goes along with that, I think. And then the most important cultural part, I think is it's just curiosity. >>Like you want to be able to, as a data engineer, you want to have a natural curiosity that drives you to seek the truth inside an organization, seek the truth of a particular problem and to be able to engage, cuz you're probably, you're gonna have some choice as you go through your career about which domain you end up in, like maybe you're really passionate about healthcare. Maybe you're really just passionate about your transportation or media, whatever it might be. And you can allow that to drive a certain amount of curiosity, but within those roles, like the domains are so broad, you kind of gotta allow your curiosity to develop and lead, to ask the right questions and engage in the right way with your teams. So because you can have all the technical skills in the world, but if you're not able to help the team's truths seek through that curiosity, you simply won't be successful. >>We just had a guest on 20 year old, um, engineer, founder, Johnny Dallas, who was 16 when he worked at Amazon youngest engineer at >>Johnny Dallas is a great name by the that's fantastic. It's his real name? >>It sounds like a football player. Rockstar. I should call Johnny. I have Johnny Johnny cube. Uh it's me. Um, so, but he's young and, and he, he was saying, you know, his advice was just do projects. >>Yeah. That's get hands on. >>Yeah. And I was saying, Hey, I came from the old days though, you get to stand stuff up and you hugged onto the assets. Cause you didn't wanna kill the cause you spent all this money and, and he's like, yeah, with cloud, you can shut it down. If you do a project that's not working and you get bad data, no one's adopting it or you don't want like it anymore. You shut it down. Just something >>Else. Totally >>Instantly abandoned it. Move onto something new. >>Yeah. With progression. Totally. And it, the, the blast radius of, um, decisions is just way reduced, gone. Like we talk a lot about like trying to, you know, in the old world trying to find the resources and get the funding. And it's like, right. I wanna try out this kind of random idea that could be a big deal for the organization. I need 50 million in a new data center. Like you're not gonna get anywhere. You, >>You do a proposal working backwards, document >>Kinds, all that, that sort of stuff got hoops. So, so all of that is gone, but we sometimes forget that a big part of that is just the, the prototyping and the experimentation and the limited blast radius in terms of cost. And honestly, the most important thing is time just being able to jump in there, get fingers on keyboards, just try this stuff out. And that's why at AWS, we have part of the reason we have so many services because we want, when you get into AWS, we want the whole toolbox to be available to every developer. And so, as your ideas developed, you may want to jump from, you know, data that you have, that's already in a database to doing realtime data. Yeah. And then you can just, you have the tools there. And when you want to get into real time data, you don't just have kineses, but you have real time analytics and you can run SQL again, that data is like the, the capabilities and the breadth, like really matter when it comes to prototyping and, and >>That's culture too. That's the culture piece, because what was once a dysfunctional behavior, I'm gonna go off the reservation and try something behind my boss's back or cause now as a side hustle or fun project. Yeah. So for fun, you can just code something. Yeah, >>Totally. I remember my first Haddo project, I found almost literally a decommissioned set of servers in the data center that no one was using. They were super old. They're about to be literally turned off. And I managed to convince the team to leave them on for me for like another month. And I installed her DUP on them and like, got them going. It's like, that just seems crazy to me now that I, I had to go and convince anybody not to turn these service off, but what >>It was like for that, when you came up with elastic map produce, because you said this is too hard, we gotta make it >>Easier. Basically. Yes. <laugh> I was installing Haddo version, you know, beta nor 0.9 or whatever it was. It's like, this is really hard. This is really hard. >>We simpler. All right. Good stuff. I love the, the walk down memory lane and also your advice. Great stuff. I think culture's huge. I think. And that's why I like Adam's keynote to reinvent Adam. Lesky talk about path minds and trail blazers because that's a blast radius impact. Mm-hmm <affirmative> when you can actually have innovation organically just come from anywhere. Yeah, that's totally cool. Totally. Let's get into the products. Serverless has been hot mm-hmm <affirmative> uh, we hear a lot about EKS is hot. Uh, containers are booming. Kubernetes is getting adopted. There's still a lot of work to do there. Lambda cloud native developers are booming, serverless Lambda. How does that impact the analytics piece? Can you share the hot, um, products around how that translates? Sure, absolutely. Yeah, the SageMaker >>Yeah, I think it's a, if you look at kind of the evolution and what customers are asking for, they're not, you know, they don't just want low cost. They don't just want this broad set of services. They don't just want, you know, those services to have deep capabilities. They want those services to have as lower operating cost over time as possible. So we kind of really got it down. We got built a lot of muscle, lot of services about getting up and running and experimenting and prototyping and turning things off and turn turning them on and turning them off. And like, that's all great. But actually the, you really only most projects start something once and then stop something once. And maybe there's an hour in between, or maybe there's a year, but the real expense in terms of time and, and complexity is sometimes in that running cost. Yeah. And so, um, we've heard very loudly and clearly from customers that they want, that, that running cost is just undifferentiated to them and they wanna spend more time on their work and in analytics that is, you know, slicing the data, pivoting the data, combining the data, labeling the data, training their models, uh, you know, running inference against their models, uh, and less time doing the operational pieces. >>So is that why the servers focus is there? >>Yeah, absolutely. It, it dramatically reduces the skill required to run these, uh, workloads of any scale. And it dramatically reduces the UND differentiated, heavy lifting, cuz you get to focus more of the time that you would've spent on the operation on the actual work that you wanna get done. And so if you look at something just like Redshift serverless that we launched a reinvent, you know, there's a kind of a, we have a lot of customers that want to run like a, uh, the cluster and they want to get into the, the weeds where there is benefit. We have a lot of customers that say, you know, I there's no benefit for me though. I just wanna do the analytics. So you run the operational piece, you're the experts we've run. You know, we run 60 million instant startups every single day. Like we do this a lot. Exactly. We understand the operation. I >>Want the answers come on. So >>Just give the answers or just let, give me the notebook or just give the inference prediction. So today for example, we announced, um, you know, serverless inference. So now once you've trained your machine learning model, just, uh, run a few, uh, lines of code or you just click a few buttons and then yeah, you got an inference endpoint that you do not have to manage. And whether you're doing one query against that endpoint, you know, per hour or you're doing, you know, 10 million, but we'll just scale it on the back end. You >>Know, I know we got not a lot of time left, but I want, wanna get your reaction to this. One of the things about the data lakes, not being data swamps has been from what I've been reporting and hearing from customers is that they want to retrain their machine learning algorithm. They want, they need that data. They need the, the, the realtime data and they need the time series data, even though the time has passed, they gotta store in the data lake mm-hmm <affirmative>. So now the data lakes main function is being reusing the data to actually retrain. Yeah, >>That's >>Right. It worked properly. So a lot of, lot of postmortems turn into actually business improvements to make the machine learning smarter, faster. You see that same way. Do you see it the same way? Yeah, >>I think it's, I think it's really interesting. No, I think it's really interesting because you know, we talk it's, it's convenient to kind of think of analytics as a very clear progression from like point a point B, but really it's, you are navigating terrain for which you do not have a map and you need a lot of help to navigate that terrain. Yeah. And so, you know, being, having these services in place, not having to run the operations of those services, being able to have those services be secure and well governed, and we added PII detection today, you know, something you can do automatically, uh, to be able to use their, uh, any unstructured data run queries against that unstructured data. So today we added, you know, um, text extract queries. So you can just say, well, uh, you can scan a badge for example, and say, well, what's the name on this badge? And you don't have to identify where it is. We'll do all of that work for you. So there's a often a, it's more like a branch than it is just a, a normal, uh, a to B path, a linear path. Uh, and that includes loops backwards. And sometimes you gotta get the results and use those to make improvements further upstream. And sometimes you've gotta use those. And when you're downstream, you'll be like, ah, I remember that. And you come back and bring it all together. So awesome. It's um, it's, uh, uh, it's a wonderful >>Work for sure. Dr. Matt wood here in the queue. Got just take the last word and give the update. Why you're here. What's the big news happening that you're announcing here at summit in San Francisco, California, and update on the, the business analytics >>Group? Yeah, I think, you know, one of the, we did a lot of announcements in the keynote, uh, encouraged everyone to take a look at that. Uh, this morning was Swami. Uh, one of the ones I'm most excited about, uh, is the opportunity to be able to take, uh, dashboards, visualizations. We're all used to using these things. We see them in our business intelligence tools, uh, all over the place. However, what we've heard from customers is like, yes, I want those analytics. I want their visualization. I want it to be up to date, but you know, I don't actually want to have to go my tools where I'm actually doing my work to another separate tool to be able to look at that information. And so today we announced, uh, one click public embedding for quick side dashboards. So today you can literally, as easily as embedding a YouTube video, you can take a dashboard that you've built inside, quick site cut and paste the HTML, paste it into your application and that's it. That's all you have to do. It takes seconds and >>It gets updated in real time. >>Updated in real time, it's interactive. You can do everything that you would normally do. You can brand it like this is there's no power by quick site button or anything like that. You can change the colors, make it fit in perfectly with your, with your applications. So that's sitting incredibly powerful way of being able to take a, uh, an analytics capability that today sits inside its own little fiefdom and put it just everywhere. It's, uh, very transformative. >>Awesome. And the, the business is going well. You got the serverless and your tailwind for you there. Good stuff, Dr. Matt with thank you. Coming on the cube >>Anytime. Thank >>You. Okay. This is the cubes cover of eight summit, 2022 in San Francisco, California. I'm John host cube. Stay with us with more coverage of day two after this short break.

Published Date : Apr 20 2022

SUMMARY :

And I think there's no better place to, uh, service those people than in the cloud and uh, Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart, You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, Yeah. the more time you spend in this world is this is the fastest growing part I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, I call it the user driven revolution. And so that's that I, that I think is really this revolution that you see, the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of it's And the persona of the entrepreneur would be, you know, so somebody who was a great salesperson or somebody who tell a great story, software, like the user is only gonna give you 90 seconds to figure out whether or not you're storytelling's fine with you an extrovert or introvert, have your style, sell the story in a way that's So I think the more that you can show in the road, you can get through short term spills. I think many people that, that do what we do for a living, we'll say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at And the they're the only things we do day in, Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, I mean, arguably again, it's the area of the world that people should be I gotta, I gotta say, you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube. Thank you for having me. What do you guys do? and obviously in New York, uh, you know, the business was never like this, How is this factoring into what you guys do and your growth cuz you moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. manufacturing, it's the physical plant or location And you guys solve And the reality is not everything that's And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning, the projects that early, not worrying about it, And they get, they get used to it. I can get that like values as companies, cuz they're betting on you and your people. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in If you have a partner that's offering you some managed services. I mean the cost. sure everybody in the company has the opportunity to become certified. Desk and she could be running the Kubernetes clusters. It's And that's a cultural factor that you guys have. There's no modernization on the app side. And the other thing is, is there's not a lot of partners, In the it department. I like it, And so how you build your culture around that is, is very important. You said you bought the company and We didn't call it at that time innovative solutions to come in and, And they were like, listen, you got long ways before you're gonna be an owner. Um, the other had a real big problem with having to write a check. So in 2016 I bought the business, um, became the sole owner. The capital ones of the world. The, the Microsoft suite to the cloud. Uh, tell me the hottest product that you have. funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. on the cash exposure. We are known for that and we're known for being creative with those customers and being empathetic And that's the cloud upside is all about doubling down on the variable win that's right. I'm John for your host. I'm John for host of the cube here for the next Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to, to in what two, three is running everything devs sec ops, everyone kind of sees that you got containers, you got Benet, Tell us about what you guys doing at innovative and, uh, what you do. Uh, so I'm the director of solutions architecture. We have a customer there that, uh, needs to deploy but the real issue was they were they're bread and butters EC two and S three. the data at the edge, you got five GM having. Data in is the driver for the edge. side, obviously, uh, you got SW who's giving the keynote tomorrow. And it's increasing the speed of adoption So you guys are making a lot of good business decisions around managed cloud service. You take the infrastructure, you got certain products, whether it's, you know, low latency type requirements, So innovative is filling that gap across the Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, I think we'll start talking about how does that really live on, So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're move the data unless you have to. Uh, so not only are you changing your architecture, you're actually changing your organization because you're But you gotta change the database architecture on the back. Uh, you know, for the past maybe decade. We don't have time to drill into, maybe we do another session this, but the one pattern we're seeing come of the past of data to AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a, kind of a, um, fun, I was told to ask you You got a customer to jump I started in the first day there, we had a, and, uh, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. the same feeling we have when we It's much now with you guys, it's more like a tandem jump. Matthew, thanks for coming on the cube. I'm John furry host of the cube. What's the status of the company product what's going on? We're back to be business with you never while after. It operations, it help desk the same place I used to work at ServiceNow. I love having you on the cube, Dave and I, and Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial So the cloud scale has hit. So the things that room system of record that you and me talked about, the next layer is called system of intelligence. I mean, I mean, RPA is almost, should be embedded in everything. And that's your thinking. So as you break that down, is this So it's like how you have a database and compute and sales and networking. uh, behind us, you got the expo hall. So you don't build it just on Amazon. kind of shitting on us saying, Hey, you guys terrible, they didn't get it. Remember the middle layer pass will be snowflake so I Basically the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be And that reduce your product development, your go to market and you get use the snowflake marketplace to I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. So I think depending on the application use case, you have to use each of the above. I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening I see people lift and shifting from the it operations. the big enterprises now and you know, small, medium, large and large enterprise are all buying new companies If I growing by or 2007 or eight, when I used to talk to you back then and Amazon started So you know, a lot of good resources there. Yourself a lot of first is I see the AIOP solutions in the future should be not looking back. I think the whole, that area is very important. Yeah. They doubled the What are you working on right now? I'm the CEO there. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. I mentioned that it's decipher all the hot startups and of course the cube.net and Silicon angle.com. We're getting back in the groove psych to be back. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. And if you look at mark, Andrew's been doing a lot of shit posting lately. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what is shit posting? A lot of the audience is thinking, in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, And you can't win once you're there. of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, And I can see the appeal of these tech companies getting into it because these things are basically So I gotta ask you about, uh, what's going on in your world. People just generally don't respond to email because who responds I think you're people would call in, oh, People would call in and say, Corey, what do you think about X? Honestly, I am surprised about anything by how little I have gotten over the last five years of doing this, Um, one of the rituals I like about your, um, And then there you go. And so the joke was cold. I love the service ridiculous name. You got EMR, you got EC two, They're like the anti Google, Google turns things off while they're still building it. So let me talk about, uh, the other things I want to ask you, is that like, okay. Depends on who you ask. Um, a lot of people though saying, you know, it's not a real good marketing Yeah. I believe not doing it is probably the right answer. What's the big aha moment that you saw with the pandemic. When in the before times it's open to anyone I look forward to it. What else have you seen? But they will change a browser tab and you won't get them back. It's always fun in the, in the meetings when you're ho to someone and their colleague is messaging them about, This guy is really weird. Yes I am and I bring it into the conversation and then everyone's uncomfortable. do you wanna take that about no, I'm good. I don't the only entire sure. You're starting to see much more of like yeah. Tell me about the painful spot that you More, more, I think you nailed it. And that is the next big revelation of this industry is going to realize you have different companies. Corey, final question for, uh, what are you here doing? We fixed the horrifying AWS bill, both from engineering and architecture, So thanks for coming to the cube and And of course reinvent the end of the year for all the cube Yeah. We'll start That's the official name. Yeah, What's the, how was you guys organized? And the intention there is to So partnerships are key. Um, so I've got a team of partner managers that are located throughout the us, I love the white glove service, but translate that what's in it for what um, sort of laser focus on what are you really good at and how can we bring that to the customer as And there's a lot that you can do with AWS, but focus is truly the key word there because What are some of the cool things you guys have seen in the APN that you can point to? I mean, I can point to few, you can take them. Um, and through that we provide You gotta, I mean, when you get funding, it's still day one. And our job is to try to make I mean, you guys are the number one cloud in the business, the growth in every sector is booming. competency programs, the DevOps competencies, the security competency, which continues to help, I mean, you got a good question, you know, thousand flowers blooming all the time. lot of the ISVs that we look after are infrastructure ISVs. So what infrastructure, Exactly. So infrastructure as well, like storage back up ransomware Right. spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in I mean, you know, ask the res are evolving, that role of DevOps is taking on dev SecOps. So the partner development manager can be an escalation for absolutely. And you guys, how is that partner managers, uh, measure And then co-sell not only are we helping these partners win their current opportunities but that's a huge goal of ours to help them grow their top line. I have one partner here that you guys work And so that's, our job is how do you get that great tech in lot of holes and gaps in the opportunities with a AWS. Uh, and making a lot of noise here in the United States, which is great. Let's see if they crash, you know, Um, and so I've actually seen many of our startups grow So you get your economics, that's the playbook of the ventures and the models. How I'm on the cloud. And, or not provide, or, you know, bring any fruit to the table, for startups, what you guys bring to the table and we'll close it out. And that's what we're here for. It's a good way to, it's a good way to put it. Great to see you love working with you guys. I'm John for host of the cube. Always great to come and talk to you on the queue, man. And it's here, you predicted it 11 years ago. do claim credit for, for sort of catching that bus early, um, you know, at the board level, the other found, you know, the people there, uh, cloud, you know, Amazon, And the, you know, there's sort of the transactions, you know, what you bought today are something like that. So now you have another, the sort of MIT research be mainstream, you know, observe for the folks who don't know what you guys do. So, um, we realized, you know, a handful of years ago, let's say five years ago that, And, um, you know, part of the observed story is we think that to go big in the cloud, you can have a cloud on a cloud, And, and then that was the, you know, Yeah. say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. So you're building on top of snowflake, And, um, you know, I've had folks say to me, I am more on snowing. Stay on the board, then you'll know what's going on. And so I've believe the opportunity for folks like snowflake and, and folks like observe it. the go big scenario is you gotta be on a platform. Or be the platform, but it's hard. to like extract, uh, a real business, you gotta move up, you gotta add value, Moving from the data center of the cloud was a dream for starters within if the provision, It's almost free, but you can, you know, as an application vendor, you think, growing company, the Amazon bill should be a small factor. Snowflake are doing a great job of innovating on the database and, and the same is true of something I mean, the shows are selling out the floor. Well, and for snowflake and, and any platform from VI, it's a beautiful thing because, you know, institutional knowledge of snowflake integrations, right. And so been able to rely on a platform that can manage that is inve I don't know if you can talk about your, Around the corner. I think, as a startup, you always strive for market fit, you know, which is at which point can you just I think capital one's a big snowflake customer as well. And, and they put snowflake in a position in the bank where they thought that snowflake So you're, Prescale meaning you're about to So you got POCs, what's that trajectory look like? So people will be able to the kind of things that by in the day you could do with the new relics and AppDynamics, What if you had the, put it into a, a, a sentence what's the I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. What's the appetite at the buyer side for startups and what So the nice thing from a startup standpoint is they know at times What's the state of AWS. I mean, you know, we're, we're on AWS as well. Thanks for coming on the cube. host of the cubes cube coverage of AWS summit 2022 here in San Francisco. I feel like it's been forever since we've been able to do something in person. I'm glad you're here because we run into each other all the time. And we don't wanna actually go back as bring back the old school web It's all the same. No, you're never recovering. the next generation of software companies, uh, early investor in open source companies and cloud that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great background. You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. MFTs is one big enterprise, cuz you gotta have imutability you got performance issues. you know, much of what we're doing is, uh, the predecessors of the web web three movement. The hype is definitely web the more time you spend in this world is this is the fastest growing part I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, I call it the user driven revolution. the offic and the most, you know, kind of valued people in in the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. software, like the user is only gonna give you 90 seconds to figure out whether or not you're But let me ask a question now that for the people watching, who are maybe entrepreneurial entre entrepreneurs, So I think the more that you can show I think many people that, that do what we do for a living will say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at itself as big of a market as any of the other markets that we invest in. But if you think about it, the whole like economy is moving online. So you get the convergence of national security, Arguably again, it's the area of the world that I gotta, I gotta say you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube. Thank you for having me. What do you guys do? made the decision in 2018 to pivot and go all in on the cloud. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. it's manufacturing, it's the physical plant or location What's the core problem you guys solve And the reality is not everything that's And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning, the projects that early and not worrying about it, And they get, they get used to it. Yeah. So this is where you guys come in. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go A risk factor not mean the cost. sure everybody in the company has the opportunity to become certified. And she could be running the Kubernetes clusters. So I'll tell you what, when that customer calls and they have a real Kubernetes issue, And that's a cultural factor that you guys have. This There's no modernization on the app side now. And the other thing is, is there's not a lot of partners, so the partner, In the it department. I like And so how you build your culture around that is, is very important. You said you bought the company and We didn't call it at that time innovative solutions to come in and, on the value of this business and who knows where you guys are gonna be another five years, what do you think about making me an Um, the other had a real big problem with having to write a check. going all in on the cloud was important for us and we haven't looked back. The capital ones of the world. And so, uh, we only had two customers on AWS at the time. Uh, tell me the hottest product that you have. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, We are known for that and we're known for being creative with those customers and being empathetic to And that's the cloud upside is all about doubling down on the variable wind. I'm John for your host. I'm John ferry, host of the cube here for the Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to and what two, three years. So the game is pretty much laid out mm-hmm <affirmative> and the edge is with the Uh, so I'm the director of solutions architecture. but the real issue was they were they're bread and butters EC two and S three. It does computing. the data at the edge, you got 5g having. in the field like with media companies. uh, you got SW, he was giving the keynote tomorrow. And it's increasing the speed of adoption So you guys are making a lot of good business decisions around managed cloud service. So they look towards AWS cloud and say, AWS, you take the infrastructure. Mainly because the, the needs are there, you got data, you got certain products, And, and our customers, even the ones in the edge, they also want us to build out the AWS Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, projects going on. I think we'll start talking about how does that really live on, So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're for the folks watching don't move the data, unless you have to, um, those new things are developing. Uh, so not only are you changing your architecture, you're actually changing your organization because But you gotta change the database architecture on the back. away data, uh, you know, for the past maybe decade. actually, it's not the case. of data to the AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a kind of a, um, fun note. You, you got a customer to jump out um, you know, storing data and, and how his cus customers are working. my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. the same feeling we have when we It's pretty much now with you guys, it's more like a tandem jump. I'm John Forry host of the cube. Thanks for coming on the cube. What's the status of the company product what's going on? Of all, thank you for having me back to be business with you. Salesforce, and ServiceNow to take it to the next stage? Well, I love having you on the cube, Dave and I, Dave Valenti as well loves having you on too, because you not only bring Get to call this fun to talk. So the cloud scale has hit. So the things that remember system of recorded you and me talked about the next layer is called system of intelligence. I mean, I mean, RPA is almost, should be embedded in everything. And that's your thinking. So as you break that down, is this So it's like how you have a database and compute and sales and networking. innovative, all the companies out here that we know, we interview them all. So you don't build it just on Amazon. is, what you do in the cloud. Remember the middle layer pass will be snowflake. Basically if you're an entrepreneur, the north star in terms of the outcome is be And that reduce your product development, your go to market and you get use the snowflake marketplace to of the world? So I think depending on the application use case, you have to use each of the above. I think the general question that I have is that I think it's okay to have a super cloud like that because the rising I see people lift and shifting from the it operations. Cause you know, the big enterprises now and, If I remember going back to our 2007 or eight, it, when I used to talk to you back then when Amazon started very small, So you know, a lot of good resources there, um, and gives back now to the data question. service that customers are give the data, share the data because we thought the data algorithms are Yeah. What are you working on right now? I'm the CEO there. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, I mentioned that it's a site for all the hot startups and of course the cube.net and Silicon angle.com. We're getting back in the groove, psyched to be back. Sure is a lot of words to describe as shit posting, which is how I describe what I tend to do. And if you look at Mark's been doing a lot of shit posting lately, all a billionaires It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what is shit posting? A lot of the audience is thinking, in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you can see the growth And you can't win once you're there. to portray themselves as you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon I, the track highly card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're And I can see the appeal of these tech companies getting into it because these things are basically So I gotta ask you about, uh, what's going in your world. People just generally don't respond to email because who responds I think sure would call in. People would call in and say, Corey, what do you think about X? Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, reinvent getting the interview with jazzy now, Andy we're there, you're there. And there you go. And so the joke was cold. I love the service, ridiculous name. Well, Redshift the on an acronym, you the context of the conversation. Or is that still around? They're like the anti Google, Google turns things off while they're still building it. So let me talk about, uh, the other things I want to ask you is that like, okay. Depends on who you ask. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Yeah. I believe not doing it is probably the right answer. What's the big aha moment that you saw with When in the before times it's open to anyone I look forward to it. What else have you seen? But they will change a browser tab and you won't get them back. It's always fun in the, in the meetings when you're talking to someone and their co is messaging them about, This guy is really weird. Yes I am and I bring it into the conversation and then everyone's uncomfortable. do you wanna take that about no, I'm good. No, the only encourager it's fine. You're starting to see much more of like yeah. Tell me about the painful spot that you Makes more, more, I think you nailed it. And that is the next big revelation of this industry is going to realize you have different companies. Uh, what do you hear doing what's on your agenda this We fixed the horrifying AWS bill, both from engineering and architecture, And of course reinvent the end of the year for all the cube coverage Yeah. What's the, how was you guys organized? And the intention there is to So partnerships are key. Um, so I've got a team of partner managers that are located throughout the us, We've got a lot. I love the white glove service, but translate that what's in it. um, sort of laser focus on what are you really good at and how can we bring that to the customer as And there's a lot that you can do with AWS, but focus is truly the key word there What are some of the cool things you guys have seen in the APN that you can point to? I mean, I can point to few, you can take them. Um, and through that we provide You gotta, I mean, when you get funding, it's still day one. And our job is to try to You guys are the number one cloud in the business, the growth in every sector is booming. competency programs, the DevOps compet, the, the security competency, which continues to help, I mean, you got a good question, you know, a thousand flowers blooming all the time. lot of the fees that we look after our infrastructure ISVs, that's what we do. So you guys have a deliberate, uh, focus on these pillars. Business, this owner type thing. So infrastructure as well, like storage, Right. and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get I mean, you know, SREs are evolving, that role of DevOps is taking on dev SecOps. So the partner development manager can be an escalation point. And you guys how's that partner managers, uh, measure And then co-sell not only are we helping these partners win their current opportunities I mean, top asked from the partners is get me in front of customers. I have one partner here that you guys And so that it's our job is how do you get that great tech in of holes and gaps in the opportunities with AWS. Uh, and making a lot of noise here in the United States, which is great. We'll see if they crash, you know, Um, and so I've actually seen many of our startups grow So with that, you guys are there to How I am on the cloud. And, or not provide, or, you know, bring any fruit to the table, what you guys bring to the table and we'll close it out. And that's what we're here for. Great to see you love working with you guys. I'm John for host of the cube. Always great to come and talk to you on the queue, man. You're in the trenches with great startup, uh, do claim credit for, for, for sort of catching that bus out, um, you know, the board level, you know, the founders, you know, the people there cloud, you know, Amazon, And so you you've One of the insights that we got out of that I wanna get your the sort of MIT research be mainstream, you know, what you guys do. So, um, we realized, you know, a handful of years ago, let's say five years ago that, And, um, you know, part of the observed story yeah. that to go big in the cloud, you can have a cloud on a cloud, I mean, having enough gray hair now, um, you know, again, CapX built out the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And, um, you know, I've had folks say to me, That that's a risk I'm prepared to take <laugh> I am long on snowflake you, Stay on the board, then you'll know what's going on. And so I believe the opportunity for folks like snowflake and folks like observe it's the go big scenario is you gotta be on a platform. Easy or be the platform, but it's hard. And then to, to like extract, uh, a real business, you gotta move up, Moving from the data center of the cloud was a dream for starters. I know it's not quite free. and storage is free, that's the mindset you've gotta get into. And I think the platform enablement to value. Snowflake are doing a great job of innovating on the database and, and the same is true of something I mean, the shows are selling out the floor. And we do a lot of the support. You're scaling that function with the, And so been able to rely on a platform that can manage that is invaluable, I don't know if you can talk about your, Scales around the corner. I think, as a startup, you always strive for market fit, you know, which is at which point can you just I think capital one's a big snowflake customer as well. They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early So you got POCs, what's that trick GE look like, So right now all the attention is on the What if you had the, put it into a, a sentence what's the I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. What's the appetite at the buyer side for startups and what So the nice thing from a startup standpoint is they know at times they need to risk or, What's the state of AWS. I mean, you know, we we're, we're on AWS as They got the silicone and they got the staff act, developing Jeremy Burton inside the cube, great resource for California after the short break. host of the cubes cube coverage of AWS summit 2022 here in San Francisco. I feel like it's been forever since we've been able to do something in person. I'm glad you're here because we run into each other all the time. the old school web 1.0 days. We, we are, it's a little bit of a throwback to the path though, in my opinion, <laugh>, it's all the same. I mean, you remember I'm a recovering entrepreneur, right? No, you're never recovering. in the next generation of our companies, uh, early investor in open source companies that have agendas and strategies, which, you know, purchased software that has traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart admire of your work You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. history and have been involved in, open in the cloud would say that we're, you know, much of what we're doing is, the more time you spend in this world is this is the fastest growing part I get it and more relevant, but it's also the hype of like the web three, for instance. I call it the user driven revolution. the beneficiaries and the most, you know, kind of valued people in the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. software, the user is only gonna give you 90 seconds to figure out whether or not you're What's the, what's the preferred way that you like to see entrepreneurs come in and engage, So I think the more that you can in the road, you can get through short term spills. I think many people that, that do what we do for a living will say, you know, Uh, what's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're One is the explosion and open source software. Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, I mean, arguably again, it's the area of the world that I gotta, I gotta say, you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube got a great guest here. Thank you for having me. What do you guys do? that are moving into the cloud or have already moved to the cloud and really trying to understand how to best control, How is this factoring into what you guys do and your growth cuz you guys are the number one partner on moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. it's manufacturing, it's the physical plant or location What's the core problem you guys solve And the reality is not everything that's Does that come up a lot? And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning the projects that early and not worrying about it, And Like, and then they wait too long. Yeah. I can get that like values as companies, cuz they're betting on you and your people. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your, If you have a partner, that's all offering you some managed services. Opportunity cost is huge, in the company has the opportunity to become certified. And she could be running the Kubernetes clusters. And that's a cultural factor that you guys have. This So that's, There's no modernization on the app side though. And, and the other thing is, is there's not a lot of partners, No one's raising their hand boss. In it department. Like, can we just call up, uh, you know, <laugh> our old vendor. And so how you build your culture around that is, You said you bought the company and We didn't call it at that time innovative solutions to come in and, And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, Um, the other had a real big problem with having to write a check. all going all in on the cloud was important for us and we haven't looked back. The capital ones of the world. The, the Microsoft suite to the cloud and Uh, tell me the hottest product that you have. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, We are known for that and we're known for being creative with those customers, That's the cloud upside is all about doubling down on the variable wind. I'm John for your host. Live on the floor in San Francisco for 80 west summit, I'm John ferry, host of the cube here for the Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to and what two, three years. is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, Uh, so I'm the director of solutions architecture. to be in Panama, but they love AWS and they want to deploy AWS services but the real issue was they were they're bread and butters EC two and S three. It the data at the edge, you got five GM having. in the field like with media companies. side, obviously, uh, you got SW who's giving the keynote tomorrow. Uh, in the customer's mind for the public AWS cloud inside an availability zone. So you guys are making a lot of good business decisions around managed cloud service. So they look towards AWS cloud and say, AWS, you take the infrastructure. Mainly because the, the needs are there, you got data, you got certain products, And, and our customers, even the ones in the edge, they also want us to build out the AWS Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech in, I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, projects going on. I think we'll start talking about how does that really live So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're the folks watching don't move the data unless you have to. Uh, so not only are you changing your architecture, you're actually changing your organization because But you gotta change the database architecture in the back. away data, uh, you know, for the past maybe decade. We don't have time to drill into, maybe we do another session on this, but the one pattern we're seeing of the past year of data to the AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a kind of a, um, fun note. You got a customer to jump out So I was, you jumped out. my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we It's now with you guys, it's more like a tandem jump. I'm John for host of the cube. I'm John fury host of the cube. What's the status of the company product what's going on? First of all, thank you for having me. Salesforce, and service now to take you to the next stage? I love having you on the cube, Dave and I, Dave LAN as well loves having you on too, because you not only bring the entrepreneurial Get the call fund to talk to you though. So the cloud scale has hit. So the things that rumor system of recorded you and me talked about the next layer is called system of intelligence. I mean, or I mean, RPA is, should be embedded in everything. I call it much more about automation, workflow automation, but RPA and automation is a category. So as you break that down, is this the new modern middleware? So it's like how you have a database and compute and sales and networking. uh, behind, as you got the XPO hall got, um, we're back to vis, but you got, So you don't build it just on Amazon. is, what you do in the cloud. I'll make the pass layer room. It And that reduce your product development, your go to market and you get use the snowflake marketplace I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. So I think depending on the use case you have to use each of the above, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising I see people lift and shifting from the it operations, it helpless. Cause you know, the big enterprises now and you Spending on the startups. So you know, a lot of good resources there. And I think their whole data exchange is the industry has not thought through something you and me talk Yeah. It is doubled. What are you working on right now? So all the top customers, um, mainly for it help desk customer service. Some of the areas where you want to scale your company, So look for that on the calendar, of course, go to a us startups.com. We're getting back in the Groove's psych to be back. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. And if you look at mark, Andrew's been doing a lot of shit posting lately. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what, what is shitposting A lot of the audience is thinking, in the industry right now, obviously, uh, Cuban coming up in Spain, which they're having a physical event, And you can't win once you're there. is trying to portray themselves, you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're And I can see the appeal of these tech companies getting it into it because these things are basically So I gotta ask you about, uh, what's going on in your world. People just generally don't respond to email because who responds I think sure would call in. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, reinvent getting the interview with jazzy now, Andy we're there, you're there. And then there you go. And so the joke was cold. I love the service ridiculous name. You got S three SQS. They're like the anti Google, Google turns things off while they're still building So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better in Depends on who you ask. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Yeah. And I look at what customers are doing and What's the big aha moment that you saw with the pandemic. When in the before times it's open to anyone here is on the queue. So tell a story. Um, but you know, Um, you know, that's a great question. I mean, it's so cool to see you jump right in. I had APIs from the Yeah, I was basically our first SRE, um, was familiar with the, with the phrasing, but really thought of myself as a software engineer So let's talk about what's what's going on now as you look at the landscape today, what's the coolest thing Yeah, I think the, I think the coolest thing is, you know, we're seeing the next layer of those abstraction tools exist How old's the company about So explain what it does. We've encoded all the best practices into software and we So that seems to be the problem you solve. So let me ask you a question. This is what you can expect here. Do you handle all the recovery or mitigation between, uh, identification say Um, we'll let you know. So what do you do for fun? Yeah, so, uh, for, for fun, um, a lot of side projects. You got going on And they're suddenly twice as productive because of it. There's Mm-hmm <affirmative>, you know, the expression, too many tools in the tool. And so we've done all of the pieces of the stacks. So what are some of the use cases that you see for your service? Um, so, you know, as is more infrastructure people come in because we're How many customers do you have now? So we charge a monthly rate. The requirement scale. So team to drive your costs down. How many services do you have to deploy as that scales <laugh> what are you gonna do when you're Better the old guy on the queue here. It exists across all the clouds and we're starting to see new platforms come up on top that allow you to leverage I gotta ask you this question cuz uh, you know, I always, I was a computer science undergrad in the, I think classroom's great to, uh, get a basis, but you need to go out and experiment actually try things. people hang on to the old, you know, project and try to force it out there. then move on to something new. Instantly you should be able to do that much more quickly. Do you agree with that? It's probably not gonna be that idea is the genius idea. Don't change the product so that you kind of have there's opportunities out there where you might get the lucky strike You're not gonna hit a rich the second time too. Thanks for coming on the cube. So if you are a software engineer excited about tools and cloud, Um, Johnny Dallas, the youngest engineer working at Amazon, um, I'm John furry host of the cube. I always call you Dr. Matt wood, because Andy jazzy always says Dr. Matt, we I love it. And I think you had walkup music too on, you know, So talk about your new role. So whether it is, you know, slicing and dicing You know, one of the benefits of, uh, having cube coverage with AWS since 2013 is watching You need a lot of compute to be able to train those models and you have to be able to evaluate what those mean And so the cloud really enabled this Renaissance with machine learning, and we're seeing honestly, And it's not a, a, a, you know, hyped up statement to And Dave's like, what do you mean by that? you gotta silo the data that needs to be siloed for compliance and reasons. I think, you know, like with any, with any technology, And if you could pull all of that together, that data engineering discipline can be incredibly transformative And I told 'em, I would ask someone at Amazon, this questions I'll ask you since you're, the tools in the cloud, which allow you to aggregate data from virtually like the domains are so broad, you kind of gotta allow your curiosity to develop and lead, Johnny Dallas is a great name by the that's fantastic. I have Johnny Johnny cube. If you do a project that's not working and you get bad data, Instantly abandoned it. trying to, you know, in the old world trying to find the resources and get the funding. And honestly, the most important thing is time just being able to jump in there, So for fun, you can just code something. And I managed to convince the team to leave them on for It's like, this is really hard. How does that impact the analytics piece? combining the data, labeling the data, training their models, uh, you know, running inference against their And so if you look at something just like Redshift serverless that we launched a reinvent, Want the answers come on. we announced, um, you know, serverless inference. is being reusing the data to actually retrain. Do you see it the same way? So today we added, you know, um, text extract queries. What's the big news happening that you're announcing here at summit in San Francisco, California, I want it to be up to date, but you know, I don't actually want to have to go my tools where I'm actually You can do everything that you would normally do. You got the serverless and your tailwind for you there. Thank Stay with us with more coverage of day two after this short break.

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George Elissaios, AWS | AWS re:Invent 2021


 

>>Yeah. Hey, everyone, Welcome to the cubes. Continuous coverage of AWS Re invent 2021. I'm Lisa Martin with John Furrier were running one of the industry's largest and most important hybrid tech events with AWS and massive ecosystem of partners. Right now there are two live cube sets to remote sets over 100 guests on the programme and we're pleased to welcome back one of our alum I to talk about the next generation and cloud innovation. Georgia Lisa is joins John to me, the director of product management for EC two edge at A. W S George. Welcome to the programme. >>Glad to be here in person. Thanks Great to be here in person. Awesome to be here in person. Finally, >>one of the things that is very clear is the US flywheel of innovation and there was no slowdown with what's happened in the last 22 months. Amazing announcements, new leadership. We talked a little bit about five g yesterday, but let's talk more about that. Everyone is excited about five g consumers businesses. What's going on? >>So, yeah, I wanted to talk to you today about the new service that we launched called AWS Private. Five g. Essentially, it's a service that allows any AWS customer to build their own private five g network and what we try to do with the services make it that simple and cost effective for anyone without any telco experience or expertise, really, to build their own private five g network. So you just have to go to your AWS console. Um, describe the parameters for network simple stuff like, Where do you want it to be located? The throughput, the number of devices and AWS will build a plan for your network and seep you everything that you need. Just plug it together. Uh, turn it on and the network automatically configures itself. All you got to do is popular sim cards that we send you into your mobile devices and you have a private five g network working in your your premise is >>one of the things that we know and love about AWS is its customer obsession. It's focused on the customer's that whole flywheel of all the innovation that comes out as Adam was saying yesterday to the customers, we deliver this, but but you wanted more. We said we deliver this, but you wanted more. Talk to me a little bit about some of the customer catalysts for private five G. >>Actually, one of the good examples is where we are right now. More and more AWS customers need to connect an increased number of devices, and these devices become more data hungry. You know they need to push data around. They also become more and more wireless, right? Uh, so when you are trying to connect devices in the manufacturing floor, bit sensors, you know, connect the tracks, forklifts or in a convention centre. You look at how many devices there are around us. When you're trying to connect these devices with a wired network, you quickly run into physical problems like it's. It's hard to lay cable anywhere, and customers try to use for many of these use cases. But as a number of devices grows into the thousands and you know you need to put more and more data around, you quickly reach the limitations of what the WiFi technology and also WiFi is not really great at covering really open, large space. So that's where these customers, you know, think of college campuses, convention centres, manufacturing floors, all of these customers. Really? What they need to be able to do is to level the power of the mobile networks. However, doing that by yourself is pretty hard. So that's what we aim to to enable here we are waiting to enable these customers to build very easily and cost effectively their own. Uh, >>Okay, George. So I have to ask. I'm truly curious. I love this announcement. Um, because it brings together kind of the edge story. But also, I'm a band with love. I love more broad. Give me more broadband. Faster, cheaper and more broadband. How does it work? So take me through the use case of what do I need to deploy? Do I need to have a back haul connection? What does that look like? Is there a certain band with requirements? How big is the footprint? What's the radius? Just walk me through. How do I roll this out? >>Yeah, sure. Some of that stuff actually depends on your requirements, right. How How big? How much of a space do you want to cover? Basically, what we see, if you were in preview right now, so we're sipping you. The simplest configuration, which is basically these things called small cells there, you know, radio units and antennas. And all you have to do is connect them to your local. The network has Internet access. These things connect and automatically had, you know, connect home to the cloud and basically integrate and build up your whole network. All all you need is that Internet connection, and I don't know what to do. Now, how big is the network? You can You can make it pretty big. You can cover hundreds of thousands of square feet with with cellular networks with mobile networks. Um, you know, the bigger you they especially want to cover the more of these radio units. We're gonna stop you, uh, >>classic wireless radios. >>Yes. You >>light up the area with five g connected to the network. That's your choke point. The big of the pipe >>took the bigger pipe. That toxic. I mean, well, there, there's two. There's two things to consider here. There is local connectivity. So devices talking to each other, and there was connectivity back to somewhere else, like the Internet or the cloud. There are use cases, for example. Let's say data video feeds that you want to push up to do some inference in the cloud. In these use cases, you're basically pushing all of the data up. There is no left. There's no East West connectivity locally, and that's where our simplest configuration works best. There are other, uh, use cases where there is a lot of connectivity and devices talk to each other locally, like in this place, for example, right in this. In these cases, we can sip you that second configuration where we actually see Pew, a managed hardware WS managed hardware on premises, and that runs the smart of the network and allows all of your data traffic to remain local. That's >>wavelength Outpost, or both. >>A different configuration of A. W s private five G. It's a managed service. We take. We take care of it. You basically it's very It has a pricing model, which is very customer friendly because you like multi W services. You can start with no upfront fees. You can scale and pay as you scale because >>it's designed to deploy easily. >>Yep, deploys the >>footprint. Just I'm just curious if the poll is it like, it's like an antenna. Is it like so and >>yeah, well, the antenna is, you know, the small cell. They call them small cells in, you know, in in cellular land there, this big. And you can you can hide this. There is actually a demo in the Venetian of the private service. So you can you can actually see it in action, but yeah, that thing can cover 10,000 square feet, just one of them. So you can >>go out and put a five g network downtown and be like the king. >>You could Yes. You could have your own private network. You can monetise that next >>on the Q. >>Great stuff. >>So in terms of industries adopting this, you gave us some examples. Obviously. Convention centres, campuses, universities. I'm just curious, given the amount of acceleration that we've seen in every industry the last 22 months where organisations must become digital. They depend on that for their livelihood. And we saw this all these pivots, right? 22 months ago. How do we survive this? How do we thrive? Are consumers now are whether it's an injury or consumer or enterprise. Have this expectation that we're gonna be able to communicate no matter where we are 24 by seven. Whether it's health care, financial services. I'm just curious if you're seeing any industries in particular that you think are really prime for this private five >>G. Yeah. So manufacturing is a is a really great example because you have to cover large spaces. You have thousands of devices, sensors, etcetera and using other solutions like WiFi does not provide you the depth of capabilities like, for example, you know, advanced security capabilities or even capabilities to prioritise traffic from some devices over others, which is what a five G network can do for you. But also, you know, it involves large spaces both indoors and outdoors. We, you know, actually, Amazon is a really great example of you know of using this. We're working with Amazon fulfilment centres. These are the warehouses that fulfil your orders when you order online. Um, and they are a mix of indoor space and outer space, and you can think of, you know, I don't know if you've seen pictures or videos. There's robots running around their sensors everywhere. There is packing lines, etcetera, all of these things in order to operate performantly, but also securely and safely for the people that are around. You need to be well connected at a very high reliability rate. Right? So, uh, Amazon for two networks is actually using private A W s private five G to connect all of these devices. The really key thing here is you don't have to go drop 1000 of these access points we're talking about you. Can you can. You can probably cover your space with 5 10 of these. So your operational expenses, your maintenance goes down and there is less interruption of your normal operations like you can't. You don't have to stop your manufacturing line for someone to come in and fix your WiFi access. >>It's great for campuses like college campuses, college >>campuses, a great one. We you know, we've worked with college campuses, including the CME University in the past two, you know, with some of our partners to, uh, to to deploy. So >>that's how close you have these distribution, gas systems, distribution, whatever they call it accelerate whatever amplifies into get extra coverage, this seems to be a good fit. Um, for that how you mentioned in the preview? How do people get involved? Is there like a criteria. How was it going to >>be available to get priority? Don't get you >>tell them ready to jump in. Take us through the programme. What's the plants? >>So currently we're you know, we're in that preview mode. So we're keeping you this small configuration, the simpler configuration. You can sign up on the AWS website and you know, we, as we scale our operations are supply chain. Because this involves also, you know, hardware, etcetera. We're gonna go to general availability g A over the next few months and we have both configurations open. So I I encourage everyone who is interested go to the W s website and sign up. We're asking to get that in customers' hands because we're getting overwhelmingly positive feedback on what we built. >>This is transformative. I mean, clearly what you're talking about here is going to transform industry and help organisations transform themselves and outpaced the competitors that are in the rear view mirror Aren't going to be able to take advantage of this were on the show floor. We've got lots of people here. Where can people actually go and see this preview tested up? >>There is an actual demo in the Venetian. I can't remember. Sorry, I can't remember the room. I think it's on the Yes, actually, it's on the floor on the third floor where the meeting rooms are on outside 35 or one. If anyone wants to go, we're >>going to start buying lunch time. >>Yes. Yeah, you can see it in action. And, you know, you could You could see a future where everything, You know, you look around. There's thousands of devices here. You could power all of these devices with a single cell and, you know, really scaled throughput >>in the five G. Just curious, um on the range is better than wifi >>ranges. Better outdoors, >>obviously, or factories. What's the throughput on the >>depending on the spectrum that you choose? And that's actually a really good save way. The device, the service that we built, its spectrum agnostic so it can be used on right now. We're using it on what we call C BRS spectrum, which is the free for all you can. You know, you can you can use it yourself. But also, customers can bring their own spectrum. And we're working with a batch of, uh, CSP operators to build advanced bundles where you can work this on licence spectrum. So if you're going up the spectrum in what they called millimetre wave >>spectrum owner to bring your own licence, >>you could So telco right? You could be a telco, bring your, you know, and work with us as a partner or some actually, actually, manufacturing customers have purchased rights to small spectrum bands so they can use those in combination with this service to deploy. So to your original question, as you're going back up the spectrum, you can drive more and more throughput. You it's not. It's not unheard of to drive one gig. You know what's so >>The low hanging fruit is the the use cases that have critical need for edge connectivity manufacturing? Um, certainly the retail or whatever that they help do the deployment >>we can. We can. We can see this being applicable because because you can start super small. You can see this being applicable even to branch offices, right? Like, uh, let's say I was talking to a customer yesterday. They were thinking or have all these branch offices. I don't even I don't even want to have I thought either he just wants something that's very quickly and easily. You know, I can manage centrally and it just connects. >>Can I should have fixed wireless shot to the wavelength order to have back all with wire >>too. Oh, they actually we are planning to. You know, I talked about where the smarts of the network live in the they can live in a region, they can live in the locals, and they can live in a wave election. So we're combining more and more of these products as well. And it's computing, obviously, is a is an obvious thing that, you know, we should be working on >>incredible work, George, that you and the team have done transforming industries. And I don't know if a feeling there might be a cube to Is it? Would it be too dot >>Oh, John, >>he's ready. Big George, Thank you so much for joining joining me today. It's great >>to be here. Thanks for having that >>for John Ferrier. I'm Lisa Martin. You're watching the Cube, the global leader in live coverage. Mhm

Published Date : Dec 2 2021

SUMMARY :

Georgia Lisa is joins John to me, the director of product management for EC two edge at A. Thanks Great to be here in person. one of the things that is very clear is the US flywheel of innovation and there So you just have to go to your AWS console. was saying yesterday to the customers, we deliver this, but but you wanted more. But as a number of devices grows into the thousands and you know you need to put How big is the footprint? Um, you know, the bigger you they especially The big of the pipe In these cases, we can sip you that second configuration where we actually see Pew, You can scale and pay as you scale because Just I'm just curious if the poll is it like, it's like an antenna. So you can you can actually see it in action, but yeah, You can monetise that next So in terms of industries adopting this, you gave us some examples. you know, actually, Amazon is a really great example of you know of using this. in the past two, you know, with some of our partners to, uh, to to deploy. Um, for that how you mentioned in the preview? What's the plants? You can sign up on the AWS website and you know, are in the rear view mirror Aren't going to be able to take advantage of this were on the show floor. actually, it's on the floor on the third floor where the meeting rooms are on outside And, you know, you could You could see a future where everything, You know, What's the throughput on the depending on the spectrum that you choose? So to your original question, as you're going back up the spectrum, you can drive more and more We can see this being applicable because because you can start super small. obviously, is a is an obvious thing that, you know, we should be working on incredible work, George, that you and the team have done transforming industries. It's great to be here.

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Ali Zafar, Dropbox | AWS re:Invent 2021


 

>>Mm. Welcome back to the cubes. Continuous coverage of A W s reinvent 2021 were running one of the industry's most important and largest hybrid tech events of the year with A W S and its ecosystem partners. And, of course, special thanks to a M D for supporting this year's editorial coverage at the event we got to live sets we had to remote sets one in Boston, one in Palo Alto. We've got more than 100 guests coming on the programme and we're looking >>deep into >>the next decade of cloud innovation. We're super excited to be joined by Ali Zafar, who is the senior director of platform strategy and operations at Dropbox Ali. Great to see you. Thanks for coming on. >>Awesome. It's a pleasure to be here with you, Dave. >>So Hey, what's your day job like at Dropbox? What's your role? >>Got it? Yeah. So I actually oversee the global supply chain at Dropbox. Also all of the capacity planning which entails both our budget and also capacity requirements and Dropbox. And then I also focus on the platform product management side which is basically building our build vs buy and our overall roadmap for our platform in the long run. >>Great. Thank you. So I mean, everybody knows Dropbox, But maybe you can talk a little bit about your business, your mission and how that's evolved. Over the past several years. >>Dropbox is a global collaboration platform, and our mission at Dropbox is to help design a more enlightened way of working. Dropbox has over 700 million registered users and over 550 billion pieces of content. So taking a step back, they've dropbox health. Let's use all of your content. Think of this as videos as music. Even your tax returns allows you to organise all of this content. And then you can share this content with anybody at any time. You can also take Dropbox to work. And actually, it makes you even more productive in the workplace integrating all of your tools seamlessly, also allowing you to collaborate with all of your teams internally and also externally. >>Yeah, so thank you. Uh, when Dropbox was founded, I mean, the cloud was really nascent, right? So it was early days, and so a lot has changed since you know, the mid last decade. And of course, with remote work and hybrid work that had to be a real tailwind to your business. But maybe you could explain your cloud and your hybrid cloud strategy. >>You're spot on Dave. So Dropbox has always been hybrid since its inception in 2000 and seven. And when I say hybrid, I mean, we have our own on prime infrastructure, and then we also leverage Public Cloud. Now, Public cloud still to these days remains absolutely critical for Dropbox to serve all of its customer needs. And when we talk about the decision between public or private, we think about three or four key things. One is the total cost of ownership. Look at the market. We also look at our customer requirements and the latest technology that's available in the market and then any international data storage requirements to make the decision of going towards public or private for that specific use case. >>So what if we could follow up on that? Like maybe you can talk about the key business, these conditions as a as a SAS storage provider? What are the real drivers in in your business framework? >>Got it at the end of the day, what really matters for us. There is to actually think about our customers and delight them And what better than to focus on performance, reliability and also security. Right. So we want to make sure that the infrastructure that we have today allows Dropbox to actually solve for the specific use case for our customers. What do they care about while also doing this in a very efficient management Manage, uh, way So to summarise that looking at performance, looking at liability, looking at scalability, looking at efficiency and then also compliance >>So that leads me to My next question is about the EC two instances that you use. I know you. You make heavy use of AMG compute. How >>did you >>come to that decision? Was that these factors was all performance. How did you migrate to really enable that capability? How complex was that? >>MD has has been a key strategic partners the partnership as well over 4 to 5 years right now and we've been leveraging them on our on prem infrastructure for compute. So we've always had aimed in our infrastructure. And when the time came where aws was also leveraging some of the MD instances, we wanted to see how we can expand the partnership with AMG and A W S and also experiment with these instances. So we looked at some of the tooling updates that were required. We also looked at specific instances which are either compute optimised and memory optimised instances. And then we actually build our footprint on M D. And what we saw is that the overall performance improvements and also cost improvements that we got for specific workloads. It was actually extremely, uh, overall awesome results for Dropbox and our customers, and we have been using them ever since. >>What kind of business impact did that make that make a difference to your business? That was noticeable >>on the business side, I think primarily it was more on the TCO side, which is where we got most of the benefits on the cost side. Um, and then also for some of our internal work clothes, we also saw benefit, uh, to our internal developers that are using some of those work clothes. >>Well, so you guys have kind of become the poster child for hybrid. A lot has been talked about about you all, but I wonder if you could help us understand what part of your infrastructure is going to be better served by public cloud versus kind of doing your own. I t on Prem. What are some of the value drivers that are that are making, you know, push workloads into the public cloud? Help us understand that better and squint through that >>got ready. I get asked that question a lot. So public cloud in general allows for faster go to market, Think about this as, like product launches teacher launches also international expansion. It allows us to scale and then also leveraging some of the existing technologies out there in the market for some of the common workloads. So just, you know, taking a step back and thinking about Dropbox. We keep on evaluating also the criteria and then also specific workloads on what makes sense on private or public load. And a W s had some instances, like as three rds and EC to that when we started looking at, we knew that some of our key services, like data platform, some parts of our, um, Melania and even paper platform would make more sense for us to actually leverage. Uh, some of these in public cloud for that. >>So what are the sort of characteristics of the workload that are sort of better suited to be in AWS? You know, what's the ideal workload profile? You know, we talk about ideal customer profile. What's the ideal workload profile for the for the AWS Cloud. >>Got it. So the way we think about it, at least we call it the rule of three at Dropbox. Um, and that means we look at scale. First, we look at technology and innovation. Um, and what I mean by that is, is there faster innovation in the public cloud? And is the workload common enough that there's already a lot of work going on in public Cloud? Then there's no reason for us to actually innovate faster than that. We probably can't. And if the scale is not large enough, right? So when we talk about our storage side like magic pocket, the scale is large enough. We're innovating. There makes sense, and it's better for the end customer, so we will probably go towards private cloud there. But then, when we talk about like international expansion, when we talk about, like, faster go to market or some of the innovation in the space. It really makes sense to use public Cloud because of all of the advancements that we've seen there. >>Yeah, so let me circle back to the sort of business benefits and impact of the sort of a MD based compute specifically. But you talked about TCO before. So there's certain things you mentioned on Prem you sometimes use You mean right. If the thing is hardened, you don't want to necessarily rip and replace it. But if you can accelerate, go to market and you spin up things in the cloud that makes sense. You mentioned customer requirements. So that's just kind of depends. And then the international expansion and scale. So it kind of comes down to those whatever. Four or five factors, right? Tco those other factors that I mentioned kind of the high level benefits, if you could, wouldn't mind summarising for us. Ali. >>Yeah, I think you're spot on there. So it's looking at the overall Decio, right? The cost of serving the overall cloud looking at like go to market in general, like can we leverage public cloud and go to market faster? Obviously, meeting that end customer requirements. We also looked at like international expansion, like any of the customer's data that is stored outside of the US is all on public load for Dropbox. Uh, no plans in the short term to do something different there, Um and then also just looking at, like I mentioned anything in the technology space that is ongoing, that we can leverage features side or the product side for our customers, like at Yale or, uh, VRML. We are going to leverage Public cloud there. >>So of course you know we've we've followed the progression of semiconductor technology for decades. This industry has marched to the cadence of performance improvements. What are the one of the futures hold from a technology roadmap standpoint, particularly as it relates to leveraging AMG EC Two instances, Ali >>got it. So drop boxes in a very unique position where we actually leverage AMG both on Prem and for public le leveraging some of the AWS EC two instances like like you mentioned and epic processors from MDR what we're using today, both on the hybrid infrastructure site and the performance and also the d. C o benefits are real and something that we are observing on a day to day basis. So we are gonna be leveraging that technology even in the future. Um, and the partnership with the MD continues to be very, very strong for Dropbox. >>Well, I really, really appreciate you coming on the cube as part of our coverage is great to have You love to have you back sometime. >>Awesome. Thank you. And also just last thing we wanted to also call out that we are also going to be experimenting with probably Milan that is coming out. Uh, room is the current process is from a m D. That we have been leveraging. And as Milan comes available, we do wanna continue to evaluate it and see how we can fit it in our infrastructure. >>Okay, So their their generations are city based, the all Italian city based. They were going to run out of cities soon. >>God, uh, again, the partnership with both A W s and an M. D is something that I'm very proud of. Execution. Thank you, Dave. >>Great to have you, Ali. And really appreciate you watching. Keep it right there for more action on the cube. Your leader in hybrid tech event coverage. Mhm.

Published Date : Nov 30 2021

SUMMARY :

editorial coverage at the event we got to live sets we had to remote the next decade of cloud innovation. It's a pleasure to be here with you, Dave. Also all of the capacity planning which entails both our budget and also capacity requirements So I mean, everybody knows Dropbox, But maybe you can talk a little bit about your business, And then you can share this content with anybody at any time. But maybe you could explain your cloud and your hybrid cloud strategy. We also look at our customer requirements and the latest technology that's available in the market and Got it at the end of the day, what really matters for us. So that leads me to My next question is about the come to that decision? the overall performance improvements and also cost improvements that we got for specific workloads. of the benefits on the cost side. What are some of the value drivers that are that are making, you know, push workloads into the public of the existing technologies out there in the market for some of the common workloads. What's the ideal workload profile for the for So the way we think about it, at least we call it the rule of three at Dropbox. So it kind of comes down to those whatever. Uh, no plans in the short term to do something different So of course you know we've we've followed the progression of semiconductor and also the d. C o benefits are real and something that we are observing on a day to day basis. You love to have you back sometime. And also just last thing we wanted to also call out that we are also going to be experimenting Okay, So their their generations are city based, the all Italian city based. D is something that I'm very proud of. Keep it right there for more action on the cube.

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Ranga Rajagopalan, Commvault & Stephen Orban, AWS | Commvault Connections 2021


 

>>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.

Published Date : Nov 1 2021

SUMMARY :

protection space and how cloud computing has advanced the way we think about backup Always A pleasure to see you here Thanks for having us. at backup and recovery in the cloud, is it a kind of a replacement for existing strategies? have been able to predict that it would have Matured and um you know become the staple that my question to you is how have you seen customers change the way they think about data all the paths to the club regardless of whether you're going to use it as a storage started or you So it's really all over the map and you want that optionality. of the speed with which you can bring the business back to normal our patients. you know, kind of where it started and how it's evolving. Yeah, happy to highlight on that. So customers don't have to manage the software themselves. I wonder if you could talk about that as well. to a radically simple customer experience and that's, you know, I'm sure Stephen would agree it's a big but maybe you can give us a little insight and add some color to that. And and the need came exactly like that. And one of the impetus is for us moving to the cloud in the first place was when and we're super excited to take that to the next level to give customers the option to back then we were talking about gigabytes and terabytes and now we're talking about petabytes and beyond. Keep it right there more from combat connections.

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Milissa Pavlik, PavCon | AWS Summit DC 2021


 

>>Welcome back to the cubes coverage here in Washington D. C. For a W. S. Public sector summit. I'm john fraser host of the queues and in person event but of course we have remote guests. It's a hybrid event as well. Amazon is streaming amazon web services, streaming all the teams, some of the key notes of course all the cube interviews are free and streaming out there as well on the all the cube channels and all the social coordinates. Our next guest is Melissa Pavlik President and Ceo POV con joining me here to talk about predictive maintenance, bringing that to life for the U. S. Air Force melissa. Thanks for coming in remotely on our virtual cube here at the physical event. >>Excellent, thank you. Good morning >>Show. People have been been um face to face for the first time since 2019. A lot of people remote calling in checking things out kind of an interesting time, right? We're living in so uh what's your, what's your take on all this? >>Sure. I mean it's a new way of doing business, right? Um I will say, I guess for us as a company we always have been remote so it's not too much of a change but it is definitely challenging, especially trying to engage with such a large user community such as the United States Air Force who isn't always used to working as remotely. So it's definitely a unique challenge for sure. >>Well let's get into, I love this topic. You had a real success story. There is a case study with the U. S. Air Force, what's the relationship take us through what you guys are doing together? >>Sure. Absolutely. So we started working with the Air Force now about five years ago on this subject and predictive maintenance. Sometimes you might hear me catch myself and say CBM plus condition based maintenance. They're synonymous. They mean the exact same thing basically. But about five years ago the Air Force was contemplating how do we get into a space of getting ahead of unscheduled maintenance events? Um if the military they're big push always his readiness how do we improve readiness? So to do that it was a big ask of do we have the data to get ahead of failures? So we started on this journey about five years ago as I said and frankly we started under the radar we weren't sure if it was going to work. So we started with two platforms. And of course when I think a lot of people here predictive maintenance, they immediately think of sensor data and sensors are wonderful data but unfortunately especially in an entity such as the Air Force not all assets are censored. So it also opened up a whole other avenue of how do we use the data that they have today to be able to generate and get ahead of failures. So it did start a really great partnership working not only with the individual, I'll say Air Force entities that Air Force Lifecycle Management Center but we also worked across all the major commands, the individual units, supply control, logistics and everyone else. So it's been a really great team effort to bring together all of those but typically would be rather segregated operations together. >>Yeah, they're getting a lot of props lately on a lot of their projects across the board and this one particular, how did you guys specifically help them modernize and with their and get this particular maintenance thing off the ground? >>Absolutely. I think quite simply it was what really we put their existing data to work. We really wanted to get in there and think about they already had a ton of data. There wasn't a need to generate more. We're talking about petabytes of information. So how do we use that and put it into a focus of getting ahead of failure? We said we established basically three key performance parameters right from the beginning it was, we knew we wanted to increase availability which was going to directly improve readiness. We needed to make sure we were reducing mission aborts and we wanted to get ahead of any kind of maintenance costs. So for us it was really how do we leverage and embrace machine learning and ai paired with just big data analytics and how do we take frankly what is more of a World War Two era architecture and turn it into something that is in the information age. So our modernization really started with how do we take their existing data and turn it into something that is useful and then simultaneously how do we educate the workforce and helping them understand what truly machine learning and AI offer because I think sometimes there's everyone has their own opinions of what that means, but when you put it into action and you need to make sure that it's something that they can take action on, right, it's not just pushing a dot moving numbers around, it's really thinking about and considering how their operations are done and then infusing that with the data on the back end, >>it's awesome. You know the old workflows in the cloud, this is legit, I mean physical assets, all kinds of things and his legacy is also but you want the modernization, I was gonna ask you about the machine learning and ai component, you brought that up. What specifically are you leveraging their from the ai side of the machine learning side? >>Absolutely for us, most and foremost we're talking about responsible a i in this case because unfortunately a lot of the data in the Air Force is human entry, so it's manual, which basically means it's open and rife for a lot of error into that data. So we're really focused heavily on the data integrity, we're really focused on utilizing different types of machine learning because I think on the surface the general opinion is there's a lot of data here. So it would open itself naturally into a lot of potential machine learning techniques, but the reality situation is this data is not human understandable unless you are a prior maintainer, frankly, it's a lot of codes, there's not a whole lot of common taxonomy. So what we've done is we've looked at those supervised and unsupervised models, we've taken a whole different approach to infusing it with truly, what I would say arguably is the most important key element, domain expertise. You know, someone who actually understands what this data means. So that way we can in in End up with actionable output something that the air force can actually put into use, see the results coming out of it. And thus far it's been great. Air mobility command has come back and said we've been able to reduce their my caps, which are parts waiting for maintenance by 18%. That's huge in this space. >>Yeah, it's interesting about unsupervised and supervised machine learning. That's a big distinct because you mentioned there's a lot of human error going on. That's a big part. Can you explain a little bit more because that was that to solve the human error part or was it the mix and match because the different data sets, but why the why both machine learning modes. >>So really it was to address both items frankly. When we started down this path, we weren't sure we were going to find right, We went in with some hypotheses and some of those ended up being true and others were not. So it was a way for us to quickly adjust as we needed to again put the data into actionable use and make sure we were responsibly doing that. So for us a lot of it, because it's human understanding and human error that goes into this natural language processing is a really big area in this space. So for us, adjusting between and trying different techniques is really where we were able to discover and find out what was going to be the most effective and useful in this particular space as well as cost effective. Because for us there's also this resistance, you have to have resist the urge to want to monitor everything. In this case we're talking about really focusing on those top drivers and depending on the type of data that we had, depending on the users that we knew were going to get involved with it as well as I would say, the historical information, it really would help us dictate on supervised versus supervised and going the unsupervised route. In some cases there's just still not ready for that because the data is just so manual. Once we get to a point where there is more automation and more automated data collection, unsupervised will definitely no doubt become more valuable right now though, in order to get those actionable. That supervised modeling was really what we found to be the most valuable >>and that makes total sense. You've got a lot of head room to grow into with Unsupervised, which is actually harder as you as you know, everyone, everyone everyone knows that. But I mean that's really the reality. Congratulations. I gotta ask you on the AWS side what part do they play in all this? Obviously the cloud um their relationship with the Air Force as well, what's their what's their role in this particular maintenance solution? >>Sure, absolutely. And I'll just say, I mean we're really proud to be a partner network with them and so when we started this there was no cloud, so today a lot of opportunity or things we hear about in the Air Force where like cloud one platform one, those weren't in existence, you know, five years ago or so. So for us when we started down this path and we had to identify very quickly a format and a host location that would allow us not only handle large amounts of data but do all of the deep analysis we needed to AWS GovCloud is where that came in. Plus it also is awesome that they were already approved at I. L. Five to be able to host that we in collaboration with them host a nist 801 +71 environment. And so it's really allowed us to to grow and deliver this this impact out over 6000 users today on the Air Force side. So for us with a W. S. Has been a great partnership. They obviously have some really great native services that are inside their cloud as well as the pairing and easy collaboration among not only licensed products but also all that free and open source that's out there because again, arguably that's the best community to pull from because they're constantly evolving and working in the space. But a W has been a really great partner for us and of course we have some of our very favorite services I'm happy to talk about, but they've been really great to work with >>what's the top services. >>So for us, a lot of top services are like ec two's work spaces, of course S three and Glacier um are right up there, but you really enjoy working across glue Athena were really big on, we find a commercial service we're looking for that's not yet available in Govcloud. And we pull in our AWS partners and ask, hey, you know when it's going to get into the gulf cloud space and they move pretty quickly to get those in there. So recent months are definitely a theme in blue. Well, >>congratulations, great solution, I love this application because it highlights the power of the cloud, What's the future in store for the U. S. Air Force when it comes to predictive maintenance. >>Sure. I mean, I think at this point they are just going to continue adding additional top driver analyses you through our work for the past couple years. We've identified a lot of operational and functional opportunities for them. So there's gonna be some definitely foundational changing coming along, some enabling new technologies to get that data integrity more automated as well so that there isn't such a heavy lift on the downstream, we're talking about data cleansing, but I think as far as predictive maintenance goes, we're definitely going to see more and more improvements across the readiness level, getting rid of and eliminating that unscheduled event that drives a lot of the readiness concerns that are out there. And we're also hoping to see a lot more improvement and I'd say enhancement across the supply chain because we know that's also an area that really they could get ahead on your part of our other work as we developed a five year long range supply forecast and it's really been opening some eyes to see how they can better plan, not only on the maintenance side but also supporting maintenance from a logistics and supply, >>great stuff melissa. Great to have you on President Ceo Path Con, you're also the business owner. Um how's things going with the business? The pandemic looks like I'm gonna come out of it stronger. Got the tailwind with cloud technology. The modernization boom is here in, in Govcloud, 10 years celebrating Govcloud birthday here at this event. How's business house? How are you doing >>good. Everything has actually been, we were, I guess fortunate, as I mentioned the very beginning, we were remote companies. So fortunately for us the pandemic did not have that much of an operational hiccup and being that a lot of our clients are in the federal space, we were able to continue working and amazingly we actually grew during the pandemic. We added quite a bit of a personnel to the team and so we're looking forward to doing some more predictive maintenance across, not only explaining the Air Force but the other services as well. >>You know, the people who were Agile had some cloud action going on, we're productive and they came out stronger melissa. Great to have you on the cube. Thank you for coming in remotely and joining our face to face event from the interwebs. Thank you so much for coming on cuba >>All right, thank you, john have a great rest of your day. >>Okay. I'm john for here at the cube with a W. S. Public sector summit in person and remote bringing guest on. We've got the new capability of bringing remotes in. We do in person. I'll see you face to face hear the cube and it's like to be here at the public sector summit. Thanks for watching. Mhm. Mhm >>robert, Herjavec

Published Date : Sep 30 2021

SUMMARY :

I'm john fraser host of the queues and in person event but of course we have remote guests. Excellent, thank you. A lot of people remote calling in checking things out kind of an interesting time, we always have been remote so it's not too much of a change but it is definitely There is a case study with the U. So to do that it was a big ask of do we have the data So for us it was really how do we leverage and embrace I was gonna ask you about the machine learning and ai component, you brought that up. So that way we can in in to solve the human error part or was it the mix and match because the different data sets, depending on the users that we knew were going to get involved with it as well as I You've got a lot of head room to grow into with Unsupervised, So for us with a W. S. Has been a great partnership. And we pull in our AWS partners and ask, hey, you know when it's going to get into the gulf cloud What's the future in store for the U. S. Air Force when it comes to predictive maintenance. enhancement across the supply chain because we know that's also an area that really Got the tailwind with cloud technology. that a lot of our clients are in the federal space, we were able to continue working and amazingly we actually Great to have you on the cube. We've got the new capability of bringing remotes in.

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AWS Startup Showcase Opening


 

>>Hello and welcome today's cube presentation of eight of us startup showcase. I'm john for your host highlighting the hottest companies and devops data analytics and cloud management lisa martin and David want are here to kick it off. We've got a great program for you again. This is our, our new community event model where we're doing every quarter, we have every new episode, this is quarter three this year or episode three, season one of the hottest cloud startups and we're gonna be featured. Then we're gonna do a keynote package and then 15 countries will present their story, Go check them out and then have a closing keynote with a practitioner and we've got some great lineups, lisa Dave, great to see you. Thanks for joining me. >>Hey guys, >>great to be here. So David got to ask you, you know, back in events last night we're at the 14 it's event where they had the golf PGA championship with the cube Now we got the hybrid model, This is the new normal. We're in, we got these great companies were showcasing them. What's your take? >>Well, you're right. I mean, I think there's a combination of things. We're seeing some live shows. We saw what we did with at mobile world Congress. We did the show with AWS storage day where it was, we were at the spheres, there was no, there was a live audience, but they weren't there physically. It was just virtual and yeah, so, and I just got pained about reinvent. Hey Dave, you gotta make your flights. So I'm making my flights >>were gonna be at the amazon web services, public sector summit next week. At least a lot, a lot of cloud convergence going on here. We got many companies being featured here that we spoke with the Ceo and their top people cloud management, devops data, nelson security. Really cutting edge companies, >>yes, cutting edge companies who are all focused on acceleration. We've talked about the acceleration of digital transformation the last 18 months and we've seen a tremendous amount of acceleration in innovation with what these startups are doing. We've talked to like you said, there's, there's C suite, we've also talked to their customers about how they are innovating so quickly with this hybrid environment, this remote work and we've talked a lot about security in the last week or so. You mentioned that we were at Fortinet cybersecurity skills gap. What some of these companies are doing with automation for example, to help shorten that gap, which is a big opportunity >>for the job market. Great stuff. Dave so the format of this event, you're going to have a fireside chat with the practitioner, we'd like to end these programs with a great experienced practitioner cutting edge in data february. The beginning lisa are gonna be kicking off with of course Jeff bar to give us the update on what's going on AWS and then a special presentation from Emily Freeman who is the author of devops for dummies, she's introducing new content. The revolution in devops devops two point oh and of course jerry Chen from Greylock cube alumni is going to come on and talk about his new thesis castles in the cloud creating moats at cloud scale. We've got a great lineup of people and so the front ends can be great. Dave give us a little preview of what people can expect at the end of the fireside chat. >>Well at the highest level john I've always said we're entering that sort of third great wave of cloud. First wave was experimentation. The second big wave was migration. The third wave of integration, Deep business integration and what you're >>going to hear from >>Hello Fresh today is how they like many companies that started early last decade. They started with an on prem Hadoop system and then of course we all know what happened is S three essentially took the knees out from, from the on prem Hadoop market lowered costs, brought things into the cloud and what Hello Fresh is doing is they're transforming from that legacy Hadoop system into its running on AWS but into a data mess, you know, it's a passionate topic of mine. Hello Fresh was scaling they realized that they couldn't keep up so they had to rethink their entire data architecture and they built it around data mesh Clements key and christoph Soewandi gonna explain how they actually did that are on a journey or decentralized data >>measure it and your posts have been awesome on data measure. We get a lot of traction. Certainly you're breaking analysis for the folks watching check out David Landes, Breaking analysis every week, highlighting the cutting edge trends in tech Dave. We're gonna see you later, lisa and I are gonna be here in the morning talking about with Emily. We got Jeff Barr teed up. Dave. Thanks for coming on. Looking forward to fireside chat lisa. We'll see you when Emily comes back on. But we're gonna go to Jeff bar right now for Dave and I are gonna interview Jeff. Mm >>Hey Jeff, >>here he is. Hey, how are you? How's it going really well. So I gotta ask you, the reinvent is on, everyone wants to know that's happening right. We're good with Reinvent. >>Reinvent is happening. I've got my hotel and actually listening today, if I just remembered, I still need to actually book my flights. I've got my to do list on my desk and I do need to get my >>flights. Uh, >>really looking forward >>to it. I can't wait to see the all the announcements and blog posts. We're gonna, we're gonna hear from jerry Chen later. I love the after on our next event. Get your reaction to this castle and castles in the cloud where competitive advantages can be built in the cloud. We're seeing examples of that. But first I gotta ask you give us an update of what's going on. The ap and ecosystem has been an incredible uh, celebration these past couple weeks, >>so, so a lot of different things happening and the interesting thing to me is that as part of my job, I often think that I'm effectively living in the future because I get to see all this really cool stuff that we're building just a little bit before our customers get to, and so I'm always thinking okay, here I am now, and what's the world going to be like in a couple of weeks to a month or two when these launches? I'm working on actually get out the door and that, that's always really, really fun, just kind of getting that, that little edge into where we're going, but this year was a little interesting because we had to really significant birthdays, we had the 15 year anniversary of both EC two and S three and we're so focused on innovating and moving forward, that it's actually pretty rare for us at Aws to look back and say, wow, we've actually done all these amazing things in in the last 15 years, >>you know, it's kind of cool Jeff, if I may is is, you know, of course in the early days everybody said, well, a place for startup is a W. S and now the great thing about the startup showcases, we're seeing the startups that >>are >>very near, or some of them have even reached escape velocity, so they're not, they're not tiny little companies anymore, they're in their transforming their respective industries, >>they really are and I think that as they start ups grow, they really start to lean into the power of the cloud. They as they start to think, okay, we've we've got our basic infrastructure in place, we've got, we were serving data, we're serving up a few customers, everything is actually working pretty well for us. We've got our fundamental model proven out now, we can invest in publicity and marketing and scaling and but they don't have to think about what's happening behind the scenes. They just if they've got their auto scaling or if they're survivalists, the infrastructure simply grows to meet their demand and it's it's just a lot less things that they have to worry about. They can focus on the fun part of their business which is actually listening to customers and building up an awesome business >>Jeff as you guys are putting together all the big pre reinvented, knows a lot of stuff that goes on prior as well and they say all the big good stuff to reinvent. But you start to see some themes emerged this year. One of them is modernization of applications, the speed of application development in the cloud with the cloud scale devops personas, whatever persona you want to talk about but basically speed the speed of of the app developers where other departments have been slowing things down, I won't say name names, but security group and I t I mean I shouldn't have said that but only kidding but no but seriously people want in minutes and seconds now not days or weeks. You know whether it's policy. What are some of the trends that you're seeing around this this year as we get into some of the new stuff coming out >>So Dave customers really do want speed and for we've actually encapsulate this for a long time in amazon in what we call the bias for action leadership principle >>where >>we just need to jump in and move forward and and make things happen. A lot of customers look at that and they say yes this is great. We need to have the same bias fraction. Some do. Some are still trying to figure out exactly how to put it into play. And they absolutely for sure need to pay attention to security. They need to respect the past and make sure that whatever they're doing is in line with I. T. But they do want to move forward. And the interesting thing that I see time and time again is it's not simply about let's adopt a new technology. It's how do we >>how do we keep our workforce >>engaged? How do we make sure that they've got the right training? How do we bring our our I. T. Team along for this. Hopefully new and fun and exciting journey where they get to learn some interesting new technologies they've got all this very much accumulated business knowledge they still want to put to use, maybe they're a little bit apprehensive about something brand new and they hear about the cloud, but there by and large, they really want to move forward. They just need a little bit of >>help to make it happen >>real good guys. One of the things you're gonna hear today, we're talking about speed traditionally going fast. Oftentimes you meant you have to sacrifice some things on quality and what you're going to hear from some of the startups today is how they're addressing that to automation and modern devoPS technologies and sort of rethinking that whole application development approach. That's something I'm really excited to see organization is beginning to adopt so they don't have to make that tradeoff anymore. >>Yeah, I would >>never want to see someone >>sacrifice quality, >>but I do think that iterating very quickly and using the best of devoPS principles to be able to iterate incredibly quickly and get that first launch out there and then listen with both ears just >>as much >>as you can, Everything. You hear iterate really quickly to meet those needs in, in hours and days, not months, quarters or years. >>Great stuff. Chef and a lot of the companies were featuring here in the startup showcase represent that new kind of thinking, um, systems thinking as well as you know, the cloud scale and again and it's finally here, the revolution of deVOps is going to the next generation and uh, we're excited to have Emily Freeman who's going to come on and give a little preview for her new talk on this revolution. So Jeff, thank you for coming on, appreciate you sharing the update here on the cube. Happy >>to be. I'm actually really looking forward to hearing from Emily. >>Yeah, it's great. Great. Looking forward to the talk. Brand new Premier, Okay, uh, lisa martin, Emily Freeman is here. She's ready to come in and we're going to preview her lightning talk Emily. Um, thanks for coming on, we really appreciate you coming on really, this is about to talk around deVOPS next gen and I think lisa this is one of those things we've been, we've been discussing with all the companies. It's a new kind of thinking it's a revolution, it's a systems mindset, you're starting to see the connections there she is. Emily, Thanks for coming. I appreciate it. >>Thank you for having me. So your teaser video >>was amazing. Um, you know, that little secret radical idea, something completely different. Um, you gotta talk coming up, what's the premise behind this revolution, you know, these tying together architecture, development, automation deployment, operating altogether. >>Yes, well, we have traditionally always used the sclc, which is the software delivery life cycle. Um, and it is a straight linear process that has actually been around since the sixties, which is wild to me um, and really originated in manufacturing. Um, and as much as I love the Toyota production system and how much it has shown up in devops as a sort of inspiration on how to run things better. We are not making cars, we are making software and I think we have to use different approaches and create a sort of model that better reflects our modern software development process. >>It's a bold idea and looking forward to the talk and as motivation. I went into my basement and dusted off all my books from college in the 80s and the sea estimates it was waterfall. It was software development life cycle. They trained us to think this way and it came from the mainframe people. It was like, it's old school, like really, really old and it really hasn't been updated. Where's the motivation? I actually cloud is kind of converging everything together. We see that, but you kind of hit on this persona thing. Where did that come from this persona? Because you know, people want to put people in buckets release engineer. I mean, where's that motivation coming from? >>Yes, you're absolutely right that it came from the mainframes. I think, you know, waterfall is necessary when you're using a punch card or mag tape to load things onto a mainframe, but we don't exist in that world anymore. Thank goodness. And um, yes, so we, we use personas all the time in tech, you know, even to register, well not actually to register for this event, but a lot events. A lot of events, you have to click that drop down. Right. Are you a developer? Are you a manager, whatever? And the thing is personas are immutable in my opinion. I was a developer. I will always identify as a developer despite playing a lot of different roles and doing a lot of different jobs. Uh, and this can vary throughout the day. Right. You might have someone who has a title of software architect who ends up helping someone pair program or develop or test or deploy. Um, and so we wear a lot of hats day to day and I think our discussions around roles would be a better, um, certainly a better approach than personas >>lease. And I've been discussing with many of these companies around the roles and we're hearing from them directly and they're finding out that people have, they're mixing and matching on teams. So you're, you're an S R E on one team and you're doing something on another team where the workflows and the workloads defined the team formation. So this is a cultural discussion. >>It absolutely is. Yes. I think it is a cultural discussion and it really comes to the heart of devops, right? It's people process. And then tools deVOps has always been about culture and making sure that developers have all the tools they need to be productive and honestly happy. What good is all of this? If developing software isn't a joyful experience. Well, >>I got to ask you, I got you here obviously with server list and functions just starting to see this kind of this next gen. And we're gonna hear from jerry Chen, who's a Greylock VC who's going to talk about castles in the clouds, where he's discussing the moats that could be created with a competitive advantage in cloud scale. And I think he points to the snowflakes of the world. You're starting to see this new thing happening. This is devops 2.0, this is the revolution. Is this kind of where you see the same vision of your talk? >>Yes, so DeVOps created 2000 and 8, 2000 and nine, totally different ecosystem in the world we were living in, you know, we didn't have things like surveillance and containers, we didn't have this sort of default distributed nature, certainly not the cloud. Uh and so I'm very excited for jerry's talk. I'm curious to hear more about these moz. I think it's fascinating. Um but yeah, you're seeing different companies use different tools and processes to accelerate their delivery and that is the competitive advantage. How can we figure out how to utilize these tools in the most efficient way possible. >>Thank you for coming and giving us a preview. Let's now go to your lightning keynote talk. Fresh content. Premier of this revolution in Devops and the Freemans Talk, we'll go there now. >>Hi, I'm Emily Freeman, I'm the author of devops for dummies and the curator of 97 things every cloud engineer should know. I am thrilled to be here with you all today. I am really excited to share with you a kind of a wild idea, a complete re imagining of the S DLC and I want to be clear, I need your feedback. I want to know what you think of this. You can always find me on twitter at editing. Emily, most of my work centers around deVOps and I really can't overstate what an impact the concept of deVOPS has had on this industry in many ways it built on the foundation of Agile to become a default a standard we all reach for in our everyday work. When devops surfaced as an idea in 2008, the tech industry was in a vastly different space. AWS was an infancy offering only a handful of services. Azure and G C P didn't exist yet. The majority's majority of companies maintained their own infrastructure. Developers wrote code and relied on sys admins to deploy new code at scheduled intervals. Sometimes months apart, container technology hadn't been invented applications adhered to a monolithic architecture, databases were almost exclusively relational and serverless wasn't even a concept. Everything from the application to the engineers was centralized. Our current ecosystem couldn't be more different. Software is still hard, don't get me wrong, but we continue to find novel solutions to consistently difficult, persistent problems. Now, some of these end up being a sort of rebranding of old ideas, but others are a unique and clever take to abstracting complexity or automating toil or perhaps most important, rethinking challenging the very premises we have accepted as Cannon for years, if not decades. In the years since deVOps attempted to answer the critical conflict between developers and operations, engineers, deVOps has become a catch all term and there have been a number of derivative works. Devops has come to mean 5000 different things to 5000 different people. For some, it can be distilled to continuous integration and continuous delivery or C I C D. For others, it's simply deploying code more frequently, perhaps adding a smattering of tests for others. Still, its organizational, they've added a platform team, perhaps even a questionably named DEVOPS team or have created an engineering structure that focuses on a separation of concerns. Leaving feature teams to manage the development, deployment, security and maintenance of their siloed services, say, whatever the interpretation, what's important is that there isn't a universally accepted standard. Well, what deVOPS is or what it looks like an execution, it's a philosophy more than anything else. A framework people can utilize to configure and customize their specific circumstances to modern development practices. The characteristic of deVOPS that I think we can all agree on though, is that an attempted to capture the challenges of the entire software development process. It's that broad umbrella, that holistic view that I think we need to breathe life into again, The challenge we face is that DeVOps isn't increasingly outmoded solution to a previous problem developers now face. Cultural and technical challenge is far greater than how to more quickly deploy a monolithic application. Cloud native is the future the next collection of default development decisions and one the deVOPS story can't absorb in its current form. I believe the era of deVOPS is waning and in this moment as the sun sets on deVOPS, we have a unique opportunity to rethink rebuild free platform. Even now, I don't have a crystal ball. That would be very handy. I'm not completely certain with the next decade of tech looks like and I can't write this story alone. I need you but I have some ideas that can get the conversation started, I believe to build on what was we have to throw away assumptions that we've taken for granted all this time in order to move forward. We must first step back. Mhm. The software or systems development life cycle, what we call the S. D. L. C. has been in use since the 1960s and it's remained more or less the same since before color television and the touch tone phone. Over the last 60 or so odd years we've made tweaks, slight adjustments, massaged it. The stages or steps are always a little different with agile and deVOps we sort of looped it into a circle and then an infinity loop we've added pretty colors. But the sclc is more or less the same and it has become an assumption. We don't even think about it anymore, universally adopted constructs like the sclc have an unspoken permanence. They feel as if they have always been and always will be. I think the impact of that is even more potent. If you were born after a construct was popularized. Nearly everything around us is a construct, a model, an artifact of a human idea. The chair you're sitting in the desk, you work at the mug from which you drink coffee or sometimes wine, buildings, toilets, plumbing, roads, cars, art, computers, everything. The sclc is a remnant an artifact of a previous era and I think we should throw it away or perhaps more accurately replace it, replace it with something that better reflects the actual nature of our work. A linear, single threaded model designed for the manufacturer of material goods cannot possibly capture the distributed complexity of modern socio technical systems. It just can't. Mhm. And these two ideas aren't mutually exclusive that the sclc was industry changing, valuable and extraordinarily impactful and that it's time for something new. I believe we are strong enough to hold these two ideas at the same time, showing respect for the past while envisioning the future. Now, I don't know about you, I've never had a software project goes smoothly in one go. No matter how small. Even if I'm the only person working on it and committing directly to master software development is chaos. It's a study and entropy and it is not getting any more simple. The model with which we think and talk about software development must capture the multithreaded, non sequential nature of our work. It should embody the roles engineers take on and the considerations they make along the way. It should build on the foundations of agile and devops and represent the iterative nature of continuous innovation. Now, when I was thinking about this, I was inspired by ideas like extreme programming and the spiral model. I I wanted something that would have layers, threads, even a way of visually representing multiple processes happening in parallel. And what I settled on is the revolution model. I believe the visualization of revolution is capable of capturing the pivotal moments of any software scenario. And I'm going to dive into all the discrete elements. But I want to give you a moment to have a first impression, to absorb my idea. I call it revolution because well for one it revolves, it's circular shape reflects the continuous and iterative nature of our work, but also because it is revolutionary. I am challenging a 60 year old model that is embedded into our daily language. I don't expect Gartner to build a magic quadrant around this tomorrow, but that would be super cool. And you should call me my mission with. This is to challenge the status quo to create a model that I think more accurately reflects the complexity of modern cloud native software development. The revolution model is constructed of five concentric circles describing the critical roles of software development architect. Ng development, automating, deploying and operating intersecting each loop are six spokes that describe the production considerations every engineer has to consider throughout any engineering work and that's test, ability, secure ability, reliability, observe ability, flexibility and scalability. The considerations listed are not all encompassing. There are of course things not explicitly included. I figured if I put 20 spokes, some of us, including myself, might feel a little overwhelmed. So let's dive into each element in this model. We have long used personas as the default way to do divide audiences and tailor messages to group people. Every company in the world right now is repeating the mantra of developers, developers, developers but personas have always bugged me a bit because this approach typically either oversimplifies someone's career are needlessly complicated. Few people fit cleanly and completely into persona based buckets like developers and operations anymore. The lines have gotten fuzzy on the other hand, I don't think we need to specifically tailor messages as to call out the difference between a devops engineer and a release engineer or a security administrator versus a security engineer but perhaps most critically, I believe personas are immutable. A persona is wholly dependent on how someone identifies themselves. It's intrinsic not extrinsic. Their titles may change their jobs may differ, but they're probably still selecting the same persona on that ubiquitous drop down. We all have to choose from when registering for an event. Probably this one too. I I was a developer and I will always identify as a developer despite doing a ton of work in areas like devops and Ai Ops and Deverell in my heart. I'm a developer I think about problems from that perspective. First it influences my thinking and my approach roles are very different. Roles are temporary, inconsistent, constantly fluctuating. If I were an actress, the parts I would play would be lengthy and varied, but the persona I would identify as would remain an actress and artist lesbian. Your work isn't confined to a single set of skills. It may have been a decade ago, but it is not today in any given week or sprint, you may play the role of an architect. Thinking about how to design a feature or service, developer building out code or fixing a bug and on automation engineer, looking at how to improve manual processes. We often refer to as soil release engineer, deploying code to different environments or releasing it to customers or in operations. Engineer ensuring an application functions inconsistent expected ways and no matter what role we play. We have to consider a number of issues. The first is test ability. All software systems require testing to assure architects that designs work developers, the code works operators, that infrastructure is running as expected and engineers of all disciplines that code changes won't bring down the whole system testing in its many forms is what enables systems to be durable and have longevity. It's what reassures engineers that changes won't impact current functionality. A system without tests is a disaster waiting to happen, which is why test ability is first among equals at this particular roundtable. Security is everyone's responsibility. But if you understand how to design and execute secure systems, I struggle with this security incidents for the most part are high impact, low probability events. The really big disasters, the one that the ones that end up on the news and get us all free credit reporting for a year. They don't happen super frequently and then goodness because you know that there are endless small vulnerabilities lurking in our systems. Security is something we all know we should dedicate time to but often don't make time for. And let's be honest, it's hard and complicated and a little scary def sec apps. The first derivative of deVOPS asked engineers to move security left this approach. Mint security was a consideration early in the process, not something that would block release at the last moment. This is also the consideration under which I'm putting compliance and governance well not perfectly aligned. I figure all the things you have to call lawyers for should just live together. I'm kidding. But in all seriousness, these three concepts are really about risk management, identity, data, authorization. It doesn't really matter what specific issue you're speaking about, the question is who has access to what win and how and that is everyone's responsibility at every stage site reliability engineering or sorry, is a discipline job and approach for good reason. It is absolutely critical that applications and services work as expected. Most of the time. That said, availability is often mistakenly treated as a synonym for reliability. Instead, it's a single aspect of the concept if a system is available but customer data is inaccurate or out of sync. The system is not reliable, reliability has five key components, availability, latency, throughput. Fidelity and durability, reliability is the end result. But resiliency for me is the journey the action engineers can take to improve reliability, observe ability is the ability to have insight into an application or system. It's the combination of telemetry and monitoring and alerting available to engineers and leadership. There's an aspect of observe ability that overlaps with reliability, but the purpose of observe ability isn't just to maintain a reliable system though, that is of course important. It is the capacity for engineers working on a system to have visibility into the inner workings of that system. The concept of observe ability actually originates and linear dynamic systems. It's defined as how well internal states of a system can be understood based on information about its external outputs. If it is critical when companies move systems to the cloud or utilize managed services that they don't lose visibility and confidence in their systems. The shared responsibility model of cloud storage compute and managed services require that engineering teams be able to quickly be alerted to identify and remediate issues as they arise. Flexible systems are capable of adapting to meet the ever changing needs of the customer and the market segment, flexible code bases absorb new code smoothly. Embody a clean separation of concerns. Are partitioned into small components or classes and architected to enable the now as well as the next inflexible systems. Change dependencies are reduced or eliminated. Database schemas accommodate change well components, communicate via a standardized and well documented A. P. I. The only thing constant in our industry is change and every role we play, creating flexibility and solutions that can be flexible that will grow as the applications grow is absolutely critical. Finally, scalability scalability refers to more than a system's ability to scale for additional load. It implies growth scalability and the revolution model carries the continuous innovation of a team and the byproducts of that growth within a system. For me, scalability is the most human of the considerations. It requires each of us in our various roles to consider everyone around us, our customers who use the system or rely on its services, our colleagues current and future with whom we collaborate and even our future selves. Mhm. Software development isn't a straight line, nor is it a perfect loop. It is an ever changing complex dance. There are twirls and pivots and difficult spins forward and backward. Engineers move in parallel, creating truly magnificent pieces of art. We need a modern model for this modern era and I believe this is just the revolution to get us started. Thank you so much for having me. >>Hey, we're back here. Live in the keynote studio. I'm john for your host here with lisa martin. David lot is getting ready for the fireside chat ending keynote with the practitioner. Hello! Fresh without data mesh lisa Emily is amazing. The funky artwork there. She's amazing with the talk. I was mesmerized. It was impressive. >>The revolution of devops and the creative element was a really nice surprise there. But I love what she's doing. She's challenging the status quo. If we've learned nothing in the last year and a half, We need to challenge the status quo. A model from the 1960s that is no longer linear. What she's doing is revolutionary. >>And we hear this all the time. All the cube interviews we do is that you're seeing the leaders, the SVP's of engineering or these departments where there's new new people coming in that are engineering or developers, they're playing multiple roles. It's almost a multidisciplinary aspect where you know, it's like going into in and out burger in the fryer later and then you're doing the grill, you're doing the cashier, people are changing roles or an architect, their test release all in one no longer departmental, slow siloed groups. >>She brought up a great point about persona is that we no longer fit into these buckets. That the changing roles. It's really the driver of how we should be looking at this. >>I think I'm really impressed, really bold idea, no brainer as far as I'm concerned, I think one of the things and then the comments were off the charts in a lot of young people come from discord servers. We had a good traction over there but they're all like learning. Then you have the experience, people saying this is definitely has happened and happening. The dominoes are falling and they're falling in the direction of modernization. That's the key trend speed. >>Absolutely with speed. But the way that Emily is presenting it is not in a brash bold, but it's in a way that makes great sense. The way that she creatively visually lined out what she was talking about Is amenable to the folks that have been doing this for since the 60s and the new folks now to really look at this from a different >>lens and I think she's a great setup on that lightning top of the 15 companies we got because you think about sis dig harness. I white sourced flamingo hacker one send out, I oh, okay. Thought spot rock set Sarah Ops ramp and Ops Monte cloud apps, sani all are doing modern stuff and we talked to them and they're all on this new wave, this monster wave coming. What's your observation when you talk to these companies? >>They are, it was great. I got to talk with eight of the 15 and the amount of acceleration of innovation that they've done in the last 18 months is phenomenal obviously with the power and the fuel and the brand reputation of aws but really what they're all facilitating cultural shift when we think of devoPS and the security folks. Um, there's a lot of work going on with ai to an automation to really kind of enabled to develop the develops folks to be in control of the process and not have to be security experts but ensuring that the security is baked in shifting >>left. We saw that the chat room was really active on the security side and one of the things I noticed was not just shift left but the other groups, the security groups and the theme of cultural, I won't say war but collision cultural shift that's happening between the groups is interesting because you have this new devops persona has been around Emily put it out for a while. But now it's going to the next level. There's new revolutions about a mindset, a systems mindset. It's a thinking and you start to see the new young companies coming out being funded by the gray locks of the world who are now like not going to be given the we lost the top three clouds one, everything. there's new business models and new technical architecture in the cloud and that's gonna be jerry Chen talk coming up next is going to be castles in the clouds because jerry chant always talked about moats, competitive advantage and how moats are key to success to guard the castle. And then we always joke, there's no more moz because the cloud has killed all the boats. But now the motor in the cloud, the castles are in the cloud, not on the ground. So very interesting thought provoking. But he's got data and if you look at the successful companies like the snowflakes of the world, you're starting to see these new formations of this new layer of innovation where companies are growing rapidly, 98 unicorns now in the cloud. Unbelievable, >>wow, that's a lot. One of the things you mentioned, there's competitive advantage and these startups are all fueled by that they know that there are other companies in the rear view mirror right behind them. If they're not able to work as quickly and as flexibly as a competitor, they have to have that speed that time to market that time to value. It was absolutely critical. And that's one of the things I think thematically that I saw along the eighth sort of that I talked to is that time to value is absolutely table stakes. >>Well, I'm looking forward to talking to jerry chan because we've talked on the queue before about this whole idea of What happens when winner takes most would mean the top 3, 4 cloud players. What happens? And we were talking about that and saying, if you have a model where an ecosystem can develop, what does that look like and back in 2013, 2014, 2015, no one really had an answer. Jerry was the only BC. He really nailed it with this castles in the cloud. He nailed the idea that this is going to happen. And so I think, you know, we'll look back at the tape or the videos from the cube, we'll find those cuts. But we were talking about this then we were pontificating and riffing on the fact that there's going to be new winners and they're gonna look different as Andy Jassy always says in the cube you have to be misunderstood if you're really going to make something happen. Most of the most successful companies are misunderstood. Not anymore. The cloud scales there. And that's what's exciting about all this. >>It is exciting that the scale is there, the appetite is there the appetite to challenge the status quo, which is right now in this economic and dynamic market that we're living in is there's nothing better. >>One of the things that's come up and and that's just real quick before we bring jerry in is automation has been insecurity, absolutely security's been in every conversation, but automation is now so hot in the sense of it's real and it's becoming part of all the design decisions. How can we automate can we automate faster where the keys to automation? Is that having the right data, What data is available? So I think the idea of automation and Ai are driving all the change and that's to me is what these new companies represent this modern error where AI is built into the outcome and the apps and all that infrastructure. So it's super exciting. Um, let's check in, we got jerry Chen line at least a great. We're gonna come back after jerry and then kick off the day. Let's bring in jerry Chen from Greylock is he here? Let's bring him in there. He is. >>Hey john good to see you. >>Hey, congratulations on an amazing talk and thesis on the castles on the cloud. Thanks for coming on. >>All right, Well thanks for reading it. Um, always were being put a piece of workout out either. Not sure what the responses, but it seemed to resonate with a bunch of developers, founders, investors and folks like yourself. So smart people seem to gravitate to us. So thank you very much. >>Well, one of the benefits of doing the Cube for 11 years, Jerry's we have videotape of many, many people talking about what the future will hold. You kind of are on this early, it wasn't called castles in the cloud, but you were all I was, we had many conversations were kind of connecting the dots in real time. But you've been on this for a while. It's great to see the work. I really think you nailed this. I think you're absolutely on point here. So let's get into it. What is castles in the cloud? New research to come out from Greylock that you spearheaded? It's collaborative effort, but you've got data behind it. Give a quick overview of what is castle the cloud, the new modes of competitive advantage for companies. >>Yeah, it's as a group project that our team put together but basically john the question is, how do you win in the cloud? Remember the conversation we had eight years ago when amazon re event was holy cow, Like can you compete with them? Like is it a winner? Take all? Winner take most And if it is winner take most, where are the white spaces for Some starts to to emerge and clearly the past eight years in the cloud this journey, we've seen big companies, data breaks, snowflakes, elastic Mongo data robot. And so um they spotted the question is, you know, why are the castles in the cloud? The big three cloud providers, Amazon google and Azure winning. You know, what advantage do they have? And then given their modes of scale network effects, how can you as a startup win? And so look, there are 500 plus services between all three cloud vendors, but there are like 500 plus um startups competing gets a cloud vendors and there's like almost 100 unicorn of private companies competing successfully against the cloud vendors, including public companies. So like Alaska, Mongo Snowflake. No data breaks. Not public yet. Hashtag or not public yet. These are some examples of the names that I think are winning and watch this space because you see more of these guys storm the castle if you will. >>Yeah. And you know one of the things that's a funny metaphor because it has many different implications. One, as we talk about security, the perimeter of the gates, the moats being on land. But now you're in the cloud, you have also different security paradigm. You have a different um, new kinds of services that are coming on board faster than ever before. Not just from the cloud players but From companies contributing into the ecosystem. So the combination of the big three making the market the main markets you, I think you call 31 markets that we know of that probably maybe more. And then you have this notion of a sub market, which means that there's like we used to call it white space back in the day, remember how many whites? Where's the white space? I mean if you're in the cloud, there's like a zillion white spaces. So talk about this sub market dynamic between markets and that are being enabled by the cloud players and how these sub markets play into it. >>Sure. So first, the first problem was what we did. We downloaded all the services for the big three clowns. Right? And you know what as recalls a database or database service like a document DB and amazon is like Cosmo dB and Azure. So first thing first is we had to like look at all three cloud providers and you? Re categorize all the services almost 500 Apples, Apples, Apples # one number two is you look at all these markets or sub markets and said, okay, how can we cluster these services into things that you know you and I can rock right. That's what amazon Azure and google think about. It is very different and the beauty of the cloud is this kind of fat long tail of services for developers. So instead of like oracle is a single database for all your needs. They're like 20 or 30 different databases from time series um analytics, databases. We're talking rocks at later today. Right. Um uh, document databases like Mongo search database like elastic. And so what happens is there's not one giant market like databases, there's a database market And 30, 40 sub markets that serve the needs developers. So the Great News is cloud has reduced the cost and create something that new for developers. Um also the good news is for a start up you can find plenty of white speeds solving a pain point, very specific to a different type of problem >>and you can sequence up to power law to this. I love the power of a metaphor, you know, used to be a very thin neck note no torso and then a long tail. But now as you're pointing out this expansion of the fat tail of services, but also there's big tam's and markets available at the top of the power law where you see coming like snowflake essentially take on the data warehousing market by basically sitting on amazon re factoring with new services and then getting a flywheel completely changing the economic unit economics completely changing the consumption model completely changing the value proposition >>literally you >>get Snowflake has created like a storm, create a hole, that mode or that castle wall against red shift. Then companies like rock set do your real time analytics is Russian right behind snowflakes saying, hey snowflake is great for data warehouse but it's not fast enough for real time analytics. Let me give you something new to your, to your parallel argument. Even the big optic snowflake have created kind of a wake behind them that created even more white space for Gaza rock set. So that's exciting for guys like me and >>you. And then also as we were talking about our last episode two or quarter two of our showcase. Um, from a VC came on, it's like the old shelf where you didn't know if a company's successful until they had to return the inventory now with cloud you if you're not successful, you know it right away. It's like there's no debate. Like, I mean you're either winning or not. This is like that's so instrumented so a company can have a good better mousetrap and win and fill the white space and then move up. >>It goes both ways. The cloud vendor, the big three amazon google and Azure for sure. They instrument their own class. They know john which ecosystem partners doing well in which ecosystems doing poorly and they hear from the customers exactly what they want. So it goes both ways they can weaponize that. And just as well as you started to weaponize that info >>and that's the big argument of do that snowflake still pays the amazon bills. They're still there. So again, repatriation comes back, That's a big conversation that's come up. What's your quick take on that? Because if you're gonna have a castle in the cloud, then you're gonna bring it back to land. I mean, what's that dynamic? Where do you see that compete? Because on one hand is innovation. The other ones maybe cost efficiency. Is that a growth indicator slow down? What's your view on the movement from and to the cloud? >>I think there's probably three forces you're finding here. One is the cost advantage in the scale advantage of cloud so that I think has been going for the past eight years, there's a repatriation movement for a certain subset of customers, I think for cost purposes makes sense. I think that's a tiny handful that believe they can actually run things better than a cloud. The third thing we're seeing around repatriation is not necessary against cloud, but you're gonna see more decentralized clouds and things pushed to the edge. Right? So you look at companies like Cloudflare Fastly or a company that we're investing in Cato networks. All ideas focus on secure access at the edge. And so I think that's not the repatriation of my own data center, which is kind of a disaggregated of cloud from one giant monolithic cloud, like AWS east or like a google region in europe to multiple smaller clouds for governance purposes, security purposes or legacy purposes. >>So I'm looking at my notes here, looking down on the screen here for this to read this because it's uh to cut and paste from your thesis on the cloud. The excellent cloud. The of the $38 billion invested this quarter. Um Ai and ml number one, um analytics. Number two, security number three. Actually, security number one. But you can see the bubbles here. So all those are data problems I need to ask you. I see data is hot data as intellectual property. How do you look at that? Because we've been reporting on this and we just started the cube conversation around workflows as intellectual property. If you have scale and your motives in the cloud. You could argue that data and the workflows around those data streams is intellectual property. It's a protocol >>I believe both are. And they just kind of go hand in hand like peanut butter and jelly. Right? So data for sure. I. P. So if you know people talk about days in the oil, the new resource. That's largely true because of powers a bunch. But the workflow to your point john is sticky because every company is a unique snowflake right? Like the process used to run the cube and your business different how we run our business. So if you can build a workflow that leverages the data, that's super sticky. So in terms of switching costs, if my work is very bespoke to your business, then I think that's competitive advantage. >>Well certainly your workflow is a lot different than the cube. You guys just a lot of billions of dollars in capital. We're talking to all the people out here jerry. Great to have you on final thought on your thesis. Where does it go from here? What's been the reaction? Uh No, you put it out there. Great love the restart. Think you're on point on this one. Where did we go from here? >>We have to follow pieces um in the near term one around, you know, deep diver on open source. So look out for that pretty soon and how that's been a powerful strategy a second. Is this kind of just aggregation of the cloud be a Blockchain and you know, decentralized apps, be edge applications. So that's in the near term two more pieces of, of deep dive we're doing. And then the goal here is to update this on a quarterly and annual basis. So we're getting submissions from founders that wanted to say, hey, you missed us or he screwed up here. We got the big cloud vendors saying, Hey jerry, we just lost his new things. So our goal here is to update this every single year and then probably do look back saying, okay, uh, where were we wrong? We're right. And then let's say the castle clouds 2022. We'll see the difference were the more unicorns were there more services were the IPO's happening. So look for some short term work from us on analytics, like around open source and clouds. And then next year we hope that all of this forward saying, Hey, you have two year, what's happening? What's changing? >>Great stuff and, and congratulations on the southern news. You guys put another half a billion dollars into early, early stage, which is your roots. Are you still doing a lot of great investments in a lot of unicorns. Congratulations that. Great luck on the team. Thanks for coming on and congratulations you nailed this one. I think I'm gonna look back and say that this is a pretty seminal piece of work here. Thanks for sharing. >>Thanks john thanks for having us. >>Okay. Okay. This is the cube here and 81 startup showcase. We're about to get going in on all the hot companies closing out the kino lisa uh, see jerry Chen cube alumni. He was right from day one. We've been riffing on this, but he nails it here. I think Greylock is lucky to have him as a general partner. He's done great deals, but I think he's hitting the next wave big. This is, this is huge. >>I was listening to you guys talking thinking if if you had a crystal ball back in 2013, some of the things Jerry saying now his narrative now, what did he have a crystal >>ball? He did. I mean he could be a cuBA host and I could be a venture capital. We were both right. I think so. We could have been, you know, doing that together now and all serious now. He was right. I mean, we talked off camera about who's the next amazon who's going to challenge amazon and Andy Jassy was quoted many times in the queue by saying, you know, he was surprised that it took so long for people to figure out what they were doing. Okay, jerry was that VM where he had visibility into the cloud. He saw amazon right away like we did like this is a winning formula and so he was really out front on this one. >>Well in the investments that they're making in these unicorns is exciting. They have this, this lens that they're able to see the opportunities there almost before anybody else can. And finding more white space where we didn't even know there was any. >>Yeah. And what's interesting about the report I'm gonna dig into and I want to get to him while he's on camera because it's a great report, but He says it's like 500 services I think Amazon has 5000. So how you define services as an interesting thing and a lot of amazon services that they have as your doesn't have and vice versa, they do call that out. So I find the report interesting. It's gonna be a feature game in the future between clouds the big three. They're gonna say we do this, you're starting to see the formation, Google's much more developer oriented. Amazon is much more stronger in the governance area with data obviously as he pointed out, they have such experience Microsoft, not so much their developer cloud and more office, not so much on the government's side. So that that's an indicator of my, my opinion of kind of where they rank. So including the number one is still amazon web services as your long second place, way behind google, right behind Azure. So we'll see how the horses come in, >>right. And it's also kind of speaks to the hybrid world in which we're living the hybrid multi cloud world in which many companies are living as companies to not just survive in the last year and a half, but to thrive and really have to become data companies and leverage that data as a competitive advantage to be able to unlock the value of it. And a lot of these startups that we talked to in the showcase are talking about how they're helping organizations unlock that data value. As jerry said, it is the new oil, it's the new gold. Not unless you can unlock that value faster than your competition. >>Yeah, well, I'm just super excited. We got a great day ahead of us with with all the cots startups. And then at the end day, Volonte is gonna interview, hello, fresh practitioners, We're gonna close it out every episode now, we're going to do with the closing practitioner. We try to get jpmorgan chase data measures. The hottest area right now in the enterprise data is new competitive advantage. We know that data workflows are now intellectual property. You're starting to see data really factoring into these applications now as a key aspect of the competitive advantage and the value creation. So companies that are smart are investing heavily in that and the ones that are kind of slow on the uptake are lagging the market and just trying to figure it out. So you start to see that transition and you're starting to see people fall away now from the fact that they're not gonna make it right, You're starting to, you know, you can look at look at any happens saying how much ai is really in there. Real ai what's their data strategy and you almost squint through that and go, okay, that's gonna be losing application. >>Well the winners are making it a board level conversation >>And security isn't built in. Great to have you on this morning kicking it off. Thanks John Okay, we're going to go into the next set of the program at 10:00 we're going to move into the breakouts. Check out the companies is three tracks in there. We have an awesome track on devops pure devops. We've got the data and analytics and we got the cloud management and just to run down real quick check out the sis dig harness. Io system is doing great, securing devops harness. IO modern software delivery platform, White Source. They're preventing and remediating the rest of the internet for them for the company's that's a really interesting and lumbago, effortless acres land and monitoring functions, server list super hot. And of course hacker one is always great doing a lot of great missions and and bounties you see those success continue to send i O there in Palo alto changing the game on data engineering and data pipe lining. Okay. Data driven another new platform, horizontally scalable and of course thought spot ai driven kind of a search paradigm and of course rock set jerry Chen's companies here and press are all doing great in the analytics and then the cloud management cost side 80 operations day to operate. Ops ramps and ops multi cloud are all there and sunny, all all going to present. So check them out. This is the Cubes Adria's startup showcase episode three.

Published Date : Sep 23 2021

SUMMARY :

the hottest companies and devops data analytics and cloud management lisa martin and David want are here to kick the golf PGA championship with the cube Now we got the hybrid model, This is the new normal. We did the show with AWS storage day where the Ceo and their top people cloud management, devops data, nelson security. We've talked to like you said, there's, there's C suite, Dave so the format of this event, you're going to have a fireside chat Well at the highest level john I've always said we're entering that sort of third great wave of cloud. you know, it's a passionate topic of mine. for the folks watching check out David Landes, Breaking analysis every week, highlighting the cutting edge trends So I gotta ask you, the reinvent is on, everyone wants to know that's happening right. I've got my to do list on my desk and I do need to get my Uh, and castles in the cloud where competitive advantages can be built in the cloud. you know, it's kind of cool Jeff, if I may is is, you know, of course in the early days everybody said, the infrastructure simply grows to meet their demand and it's it's just a lot less things that they have to worry about. in the cloud with the cloud scale devops personas, whatever persona you want to talk about but And the interesting to put to use, maybe they're a little bit apprehensive about something brand new and they hear about the cloud, One of the things you're gonna hear today, we're talking about speed traditionally going You hear iterate really quickly to meet those needs in, the cloud scale and again and it's finally here, the revolution of deVOps is going to the next generation I'm actually really looking forward to hearing from Emily. we really appreciate you coming on really, this is about to talk around deVOPS next Thank you for having me. Um, you know, that little secret radical idea, something completely different. that has actually been around since the sixties, which is wild to me um, dusted off all my books from college in the 80s and the sea estimates it And the thing is personas are immutable in my opinion. And I've been discussing with many of these companies around the roles and we're hearing from them directly and they're finding sure that developers have all the tools they need to be productive and honestly happy. And I think he points to the snowflakes of the world. and processes to accelerate their delivery and that is the competitive advantage. Let's now go to your lightning keynote talk. I figure all the things you have to call lawyers for should just live together. David lot is getting ready for the fireside chat ending keynote with the practitioner. The revolution of devops and the creative element was a really nice surprise there. All the cube interviews we do is that you're seeing the leaders, the SVP's of engineering It's really the driver of how we should be looking at this. off the charts in a lot of young people come from discord servers. the folks that have been doing this for since the 60s and the new folks now to really look lens and I think she's a great setup on that lightning top of the 15 companies we got because you ensuring that the security is baked in shifting happening between the groups is interesting because you have this new devops persona has been One of the things you mentioned, there's competitive advantage and these startups are He nailed the idea that this is going to happen. It is exciting that the scale is there, the appetite is there the appetite to challenge and Ai are driving all the change and that's to me is what these new companies represent Thanks for coming on. So smart people seem to gravitate to us. Well, one of the benefits of doing the Cube for 11 years, Jerry's we have videotape of many, Remember the conversation we had eight years ago when amazon re event So the combination of the big three making the market the main markets you, of the cloud is this kind of fat long tail of services for developers. I love the power of a metaphor, Even the big optic snowflake have created kind of a wake behind them that created even more Um, from a VC came on, it's like the old shelf where you didn't know if a company's successful And just as well as you started to weaponize that info and that's the big argument of do that snowflake still pays the amazon bills. One is the cost advantage in the So I'm looking at my notes here, looking down on the screen here for this to read this because it's uh to cut and paste But the workflow to your point Great to have you on final thought on your thesis. We got the big cloud vendors saying, Hey jerry, we just lost his new things. Great luck on the team. I think Greylock is lucky to have him as a general partner. into the cloud. Well in the investments that they're making in these unicorns is exciting. Amazon is much more stronger in the governance area with data And it's also kind of speaks to the hybrid world in which we're living the hybrid multi So companies that are smart are investing heavily in that and the ones that are kind of slow We've got the data and analytics and we got the cloud management and just to run down real quick

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