Image Title

Search Results for Embarcadero:

Derek Dicker, Micron | Micron Insight'18


 

>> Live from San Francisco, it's theCUBE, covering Micron Insight 2018. Brought to you by Micron. >> Welcome back to the Embarcadero everybody here in the heart of San Francisco. Actually at the bay of San Francisco. Golden Gate Bridge is that way, financial district over there, Nob Hill right up the street. You're watching theCUBE, the leader in live tech coverage. I'm Dave Vellante, this is David Floyer, and we're covering the Micron Insight 2018 event. People are starting to filter in. Any minute now we're going to start the keynotes from the executives. A lot of buzz going on, Derek Dicker is here. He's the corporate vice-president and general manager of the storage business unit emerging activity within Micron, great to see you again. >> Thank you very much for having me. It's a pleasure to be here. >> You're very welcome, yeah, so Micron used to be just a straight memory company. We're hearing, we heard at the investor day in May how you guys are diversifying, finding new use cases, new applications, you run the storage business, and of course David Floyer was one of the first, the first, in my opinion, to predict the demise of the hard disk, spinning disk, and it's a tailwind for you guys, but Derek, take us through your business unit, your role, and let's get into it. >> Sure, that sounds great. I appreciate the opportunity again to be here. The storage business unit within Micron is actually comprised across a couple of product areas. Primarily NAND and NAND components, and then also SSDs, solid state drives. As we like to say, and we've talked a bit more about it since Sanjay's arrival, we have a pretty material focus on accelerating what we call high value solutions. It's a big focus of ours, so not only are we developing the core technology in memory and storage, but we're attempting to build more and more products that add value to our customers in the S-System space. But that's generally the storage business focus. Within the company, we have three other business units that focus on compute and networking memory as well as the embedded business unit and then the mobile business unit. >> Talk about some of the big trends that you see, I mean, we've talked about for years, the all-flash data center. We clearly see that in the customers that we work with. Some of the spinning disk guys don't necessarily fully buy into that, but even they have been investing in flash technologies. What are you seeing? >> I tell you, there is no better time, in my opinion, than to be in the memory and storage industry. When you look at what the trends are that are coming out in time. If you go and you stare at how memory and storage has evolved just going back into the 80s or the PC era, a $35 billion average size of the total market. You get into the mobile space, when mobile era started with smart phones, we were looking at a $62 billion-ish, and then in '17 we cleared $120 billion in size of the market, and we actually see a lot of secular trends that are going to continue to take us forward. A couple of things that are particularly noteworthy for us. The first one is the emergence of artificial intelligence, and machine learning, and deep learning. We're going to hear quite a bit about it here at the event. But in terms of a value driver for the consumption of both memory, DRAM, as well as storage, we see it going phenomenally up in content in every server that's purchased out in time. That's one, I think with the evolution of 5G out in time, we're also going to see that smart phone devices are going to end up having more memory to add features like facial recognition we see today, becoming mainstream, multiple cameras, that drives more DRAM content, but then also on top of that, storage is increasing. We're seeing, even today, a terabyte being put into some of the high-end phones, and we know that that's going to waterfall out in time. So I think if you look at this combination of what's happening both in the devices, you look at what's happening in the infrastructure, then you couple that with the processing that needs to happen, it's just an awesome time to be affiliated with memory and storage. >> Yeah, well, I've been following this LAN marketplace for the last, almost 10 years isn't it? More than that. And it's just broken through completely in the last two or three years. What are your thoughts about pushing compute closer and closer to that memory, adding to, for example, the SSDs, the capability of doing smart work? It's very very close to where the data is originally going to be placed? >> It's a great area of quite a bit of R&D work that's going on right now, and I actually think I view this as kind of two stages. One is there's the proliferation of solid state, as you suggested, it's been coming over time. I actually see it increasing dramatically as we look forward, and one of the key technologies that I think is going to enable that is QLC. The fact that we're now at a point where we're putting four bits per cell into devices, SSDs are starting to show up, I think that just creates even more opportunity. And I'll talk a little bit about that in just a minute, but I want to answer your direct question as to how that's changing with AnIML. But I think the ability, once solid state is prolific, to be able to architect systems where you can actually have processing take place closer to the media is a very interesting area. It's right with a ton of research going on right now. People are just starting to implement it. I think there's quite a bit of potential sitting behind it. You know, our focus, of course, is we're deploying, and as quickly as we can, on two vectors. One is, how do we proliferate more solid state into the market as an industry, and the second is how do we add value when we build those solid state drives, so I think it's definitely very viable. >> Let's talk about the significance of QLC. David, your forecasts early on were very aggressive in terms of pricing declines for flash. We kind of, maybe got caught off, a little bit surprised by the-- >> I think we were caught off by the demand. >> Well the demand, but also the supply constraints kept prices up. >> Yeah. >> Okay so, it didn't actually happen as fast. How does QLC change that, Derek, and what's the significance of it? >> Well, the thing that I think is most exciting for us as Micron is we actually ended up delivering the world's first QLC device. It put a terabit of data on a single die, which was unprecedented, but then in addition to that, what we did was we actually built a solid state drive called the 5210 ION. This is a standard drive. It's the worlds first SSD built on the technology, and by being able to develop a solution early on, it allowed us to go engage with customers and find where the right workloads were where we could add the most value. QLC technology actually is perfectly aligned for super read intensive, very read intensive environments, and if you look at what's happening in the data center, we're actually seeing more and more workloads move into more read intensive workloads, and a good chunk of that is just because there's analytics going on. The data's being collected. It's being housed in on place, but as we've talked about quite a bit here at the event, we want to be able to deliver insight out of that data, which means we're going to be reading it quite a bit, and massaging it, and performing analytics on it. And what we're now seeing is what, in the days of the past, was a four to one read to write ratio, we're seeing as high as 5,000 to one and in some cases a million to one. So we get these heavily read intensive workloads coupled with the technology that's optimized for it. It's more power efficient than what rotating media solutions offer in certain workloads, we're starting to see these tremendous values coming out of these early engagements that we're having with customers. >> And does that have implications for longevity, or do you just make an assumption that the read/write ratio is still going to be more write intensive in terms of wear leveling and things like that? How does it change the reliability, if you will, of the technology? >> Actually the beauty is, we're able to deliver an enterprise class SSD with these read/write capabilities that are affiliated with these read intensive solutions, and we can fit within the workloads and the needs that people are talking about. So the drive writes per day that are required in a machine learning infrastructure, we believe we can address with QLC. Same thing with Hadoop style clusters and Ceph clusters. We've actually, as we've gone out and engaged each of our earlier customers, we're able to crank out reference architecture documents that we're now posting to our websites, and we're describing how we can actually leverage this technology to allow us to, in some cases, we'll better optimize where an SSD was used before. But in many, many cases we're actually in the process of displacing hard disk drives. >> So what are the limits of this QLC? How many more bits can we add? How many more layers can we add? >> So, it's actually a great question, David. In terms of what does a roadmap look like. I've been asked in the recent several hours, what the longevity for NAND looks like. And what I'll tell you is this, QLC NAND is just getting its start. What comes after that in terms of bits per cell, I don't think anybody's made any broad claims on. But from a layer stacking perspective, which is kind of the dimension upon which the industry is growing, for the foreseeable future, we see nothing that encumbers us from going substantially higher and higher layer count. Which I think is going to be great for our industry because it's going to allow us to deliver more bits in a given device, and hopefully, that'll allow us to get into markets that, historically, we haven't been able to approach. If you think about the demand elasticity dynamic that occur when we start to bring more and more costs down, the number of applications open up, not unlike the machine learning workloads I just mentioned or Hadoop workloads. We're starting to see more and more thirst and interest for replacing with solid state, just because it's more power efficient, allows for a cost structure that's better, and gives better performance too. >> I'm fond of saying that data's plentiful, insights aren't. You guys are a $30 billion company now. You're making some interesting announcements today that we're going to hear about a little later on that I won't divulge right now, but you're putting your hands in a lot of different places. When you're that size of a company, you can't help but, as you mentioned before, adding more value, becoming more of a systems focus. How do you help the industry go from just raw data to insights? What's your role in that? >> Oh, it's a phenomenal question and this is a major focus of the company. Not just in our business unit, but across all of the different business units in the company. We have a huge focus on sitting down with our customers and getting closer and closer to understanding what their workload needs are, where their paying points are, and then working with them to find solutions, and the beautiful part about it is, as Micron, we're the only company in the world that can combine together a 3D XPoint set of technologies, a NAND set of technologies, a DRAM set of technologies. We go sit down and talk about these challenges with those in mind, plus the emerging memories that we're developing to go develop better and better solutions. But after we're able to come to a solution, we put together a reference architecture, and we deploy it broadly. >> We've been trying to squint through 3D Xpoint and understand the right fit. It seems to us that one of the big advantages of flash was it had the, had this behind it. (laughs) It had the consumer volumes, thank you Steve Jobs. It's unclear whether or not 3D Xpoint will have that, maybe have the same, sort of, cost advantages, but the same time, it sounds like there's new and emerging applications. Like I said, we're trying to figure out. Have you guys figured out yet? You're obviously betting big on the technology. Help us understand where the fit is. >> Sure, I think, you know, if I look back in time, just at the storage hierarchy alone, I don't think the memory hierarchy's any different. You have these portions of the market where you build out hard disk drives, and we had DRAM before, and SSDs came along, and people started asking, not unlike several years back when we talked about the early parts. Hey, how big is this going to get? Cost structures may be prohibitive. But as innovation unfurled, the more time and investment got placed into it, we found new workloads, new use cases we were able to drive costs out, and we ended up slotting in solid state drives squarely. I think this is another tier of memory and storage. That's the beauty of the 3D XP technology. There's both memory semantics and storage semantics that are available for use. I think we're still scratching the surface on the early days, but I love what we're seeing from the customer base that we're engaging and targeting in this space. >> And people will pay up for that performance capability relative to flash. They'll pay down relative to DRAM. Is it, are you seeing a gradience for like the hyperscalers, for example, or is it, maybe the industrial internet? Where are you seeing the. >> It's fair, actually I think, you know, it's probably reasonable to say that, you know, the challenges of inserting a new memory tier into a system requires new programming algorithms, new APIs and interface. There's a lot of ecosystem that needs to be there, as well as, not to mention, you've got to have an ecosystem to go put memory products into a server, for instance, or any other platform. I think we're still early days of enabling all of this. And I also believe we're going to learn more and more where the value of this sits as we put it out there in a cost effective fashion. So I would say that people who control software environments are very, very well suited for this because they can take advantage of some of those challenges without having to have a whole ecosystem in place. I think there's going to be a continued ramp in acceleration as an industry we go build out that ecosystem. >> Well it's been amazing to watch Micron the last several years, I mean, the last several decades. When you were just a pure memory manufacturer which was diversified, you know, gorilla in this space. (laughs) You guys are really an extremely well run company. I mean, your financials have born that out. You're really transparent to the street providing great guidance and congratulations on all of the success. I'm looking forward to watching in the future. >> Oh thank you so much. It's a privilege to be part of the company, and I really appreciate your time today. >> Our pleasure, thanks for coming on theCUBE. All right, keep it right there everybody. We'll be back with our next guest right after this short break. You're watching theCUBE from Micron Insight 2018. (upbeat techno music)

Published Date : Oct 10 2018

SUMMARY :

Brought to you by Micron. here in the heart of San Francisco. It's a pleasure to be here. the first, in my opinion, to predict the demise I appreciate the opportunity again to be here. We clearly see that in the customers that we work with. that are going to continue to take us forward. in the last two or three years. and the second is how do we add value Let's talk about the significance of QLC. Well the demand, but also the supply and what's the significance of it? and in some cases a million to one. Actually the beauty is, we're able to deliver Which I think is going to be great for our industry that we're going to hear about a little later on and the beautiful part about it is, as Micron, It had the consumer volumes, thank you Steve Jobs. from the customer base that we're engaging for that performance capability relative to flash. There's a lot of ecosystem that needs to be there, on all of the success. It's a privilege to be part of the company, We'll be back with our next guest

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
David FloyerPERSON

0.99+

Dave VellantePERSON

0.99+

Derek DickerPERSON

0.99+

DavidPERSON

0.99+

DerekPERSON

0.99+

MicronORGANIZATION

0.99+

Steve JobsPERSON

0.99+

San FranciscoLOCATION

0.99+

$62 billionQUANTITY

0.99+

$120 billionQUANTITY

0.99+

$35 billionQUANTITY

0.99+

5,000QUANTITY

0.99+

firstQUANTITY

0.99+

Golden Gate BridgeLOCATION

0.99+

two vectorsQUANTITY

0.99+

$30 billionQUANTITY

0.99+

Nob HillLOCATION

0.99+

secondQUANTITY

0.99+

oneQUANTITY

0.99+

bothQUANTITY

0.98+

Micron Insight 2018EVENT

0.98+

todayDATE

0.98+

OneQUANTITY

0.98+

SanjayPERSON

0.98+

a millionQUANTITY

0.98+

80sDATE

0.98+

'17DATE

0.97+

fourQUANTITY

0.97+

first oneQUANTITY

0.97+

5210 IONCOMMERCIAL_ITEM

0.97+

threeQUANTITY

0.95+

2018DATE

0.94+

eachQUANTITY

0.94+

almost 10 yearsQUANTITY

0.93+

single dieQUANTITY

0.93+

MayDATE

0.93+

Micron InsightORGANIZATION

0.87+

three yearsQUANTITY

0.87+

first QLCQUANTITY

0.87+

last several decadesDATE

0.85+

four bitsQUANTITY

0.8+

XpointTITLE

0.8+

last several yearsDATE

0.76+

two stagesQUANTITY

0.75+

NANDORGANIZATION

0.73+

first SSDQUANTITY

0.7+

yearsQUANTITY

0.64+

Micron Insight'18ORGANIZATION

0.62+

EmbarcaderoLOCATION

0.62+

twoQUANTITY

0.61+

AnIMLTITLE

0.57+

terabit of dataQUANTITY

0.56+

lastDATE

0.52+

MicronTITLE

0.52+

theCUBEORGANIZATION

0.51+

a minuteQUANTITY

0.51+

5GQUANTITY

0.49+

XPOTHER

0.49+

3DOTHER

0.45+

yearsDATE

0.44+

3DQUANTITY

0.39+

Raj Talluri, Micron & Keith Kressin, Qualcomm | Micron Insight'18


 

live from San Francisco it's the cube covering micron inside 2018 brought to you by micron welcome back to San Francisco Bay everybody this is the cube the leader in live tech coverage my name is Dave Valentin I'm here with my co-host David Floria we're covering micron insight 2018 really bring it together memory storage and artificial intelligence talking about AI for good talking about changing the way in which we work new workloads Raj to Lori is here he's the senior vice president and general manager of microns a booming mobile business unit rise I think it's the fastest growing business unit at micron at least of XY's and Keith crescent is here is the senior vice a senior vice president at Qualcomm Keith welcome thank gentlemen thanks for coming on the cube okay thank you so right let's let's start with you what are the big trends that you see that are driving that at 60% growth rate in your business yeah I mean we are finding now that you know mobile phones and use of memory in mobile phones and this is DRAM and also use of storage in mobile phones this is where we actually you know like flash both are growing inside a mobile phone you know we've seen people launch you know four and six gigabyte phones and now we have our customers talking about 8 and 10 and 12 gigabyte phones in the future and one of the big reasons is the applications you know a lot of machine learning and AI applications from the phones and those are driving the need for a lot of increased both storage and memory so we talked about what's changing in your business over the last several years I mean mobile obviously exploded onto the scene but now people are talking about AI and mobile and and and just increase use cases and applications so what's going on from your perspective yeah I think my handset perspective there's been some visual changes right the screens got a little bigger the bezels get smaller phones get a little thinner and so you see some of the visual cues but really the excitement of what's going on underneath the visual cues so the amount of AI processing is accelerating at a rapid pace a lot of advanced cameras you know moving from two three four and now their phones with five cameras cameras to recognize depth perception there's a voice recognition so there's a lot of AI processing and a lot of capability getting into the phone for a variety of applications okay so voice recognition that makes sense you'd use AI for that but you're talking about AI in in visual and in in the handset talk more about that explain how that all works yeah so so actually I would argue that today imaging is probably the primary application of AI so cameras used to be just capturing pixels but now it's about much more than capturing pixels it's about understanding what those pixels are so are they recognizing objects or food or something else or is it facial recognition for things like payments and biometrics and so the cameras now are much more intelligent and with multiple cameras you're adding depth information so then you start to get to much higher levels of realism for things like avatar and gaming and other areas where the camera is capturing and also perceiving so not a hot dog for you fans of the show Silicon Valley so but Raj what does this all mean for the the memory and storage requirements yeah I mean eyes keep mentioned I think you know the mobile phone you know with the process from Qualcomm and and other processor vendors has really gotten to have a lot more camera applications and a lot more AI applications now there's a there's a difference when you actually drive applications that need AI and machine learning versus other applications and the difference is that the compute paradigm in AI and ml is different in the sense that these are like complex neural networks that need a load of lot of data very close to the processor to achieve the result so as more AI applications come in we are actually finding that the customers which are Qualcomm customers and our customers are asking for more processing from the airside but they're also asking for more higher speeds higher density memory to kite to couple tightly with the process so they can realize these AI applications for the consumers and also storage because sometimes you want to store a lot of the images and videos on the card so both storage and memory are increasing as applications come in but I'd like to ask about the gaming side of things and the ante AR that seems to me that is is starting to improve to a level which is frightening linear reality what do you have to do to get it to that stage where you can have true VR and have games for example which exploit that sure so maybe first I'll talk about gaming specifically gaming obviously continues to grow a lot of money in gaming gaming tournaments and so forth the gaming certainly is getting more realistic with better graphics and so forth better displays multiplayer gaming very hot right multiplayer gaming requires you know very fast connections very low latency connections to another source so play multiple players can play at the same time also many times for games you'll have a play with partners maybe you're on a team of five but now in coming soon maybe that team of five you don't need to find that fifth person or that fourth person maybe there's an AI engine that's running similar to the human capability and you're actually playing with a simulated player right from teams so there's in that require opens up a whole new area of processing for the games and then I think for AR and BR AR is a little further out than VR err requires some more advancements with respect to optics and so forth VR is taking you know high-end displays and AI and graphics kind of packaging it all into one to really change the paradigm of how you interact with the computer how does 5g change things is it is it as much of a game changer as people think or is there just so much data that it sort of allows us to keep pace I wonder if you can talk about 5g yeah so so you know every ten years or so there's a G transition 3G and 99 4G in 2009 now 5g in 2019 so it's not a ten-year cadence and every time when you have a G transition you couple that with a transition in computing and it changes the paradigm so what's gonna happen is 5g is gonna bring a lot more capacity a lot lower latency at the same time AI is coming in and that together is going to create a pretty powerful platform for applications for the future and then of course there's just so much more data now how do you guys keep because the you mentioned you know you've been talking to the to the street and you mentioned this morning that the the rate of bit density that is is moderating so how do you guys keep up where are your investments that allow you to keep pace yeah I mean we have a so just maybe a little bit of comment on 5g I think as the bandwidth to the device gets faster and faster there's more and more data that comes in that you can imagine for example one of the things people out of people like to do you know is to you know download content if you look at Netflix if you look at Amazon Prime if you look at even DirecTV and I have all of those you can actually download the content now and watch them offline so as it happens and that content gets to be 4k and an even higher frame rates the amount of storage that's needed to download that is getting more and more like you know you know my wife upgraded her phone the other day and the first thing she said is I want an entire Netflix season on my phone when I'm in the gym so so you know there's simple things like that I've changed a lot you know that's one of the reasons why the storage is getting so much now when you go to 5g and the download speed gets higher you can download like a 4k video really quickly now you got to put it somewhere after you downloaded so that's actually driving the need for this so before people wouldn't like download a 4k video because where would you put it so as we increase storage that kind of stuff comes really fast because you couldn't you know take a long time to download before so as the bandwidth gets higher the storage requirements the memory requirements are getting higher now what we are doing on that front is we're investing a lot you know as Sanjay and Scott talked earlier both in our fab capacity is both in our technology transitions we have a lot of new interesting technologies like new emerging memories they're actually like 3d crosspoint we talked about that kind of blur the line between storage and memory so there's a lot of new interesting technologies that will actually take advantage of that super exciting time so going back to the image processing side of that one of the trends it seems to me is that the processing is going further and further to the edge itself and going inside the camera itself do you talk a little bit about that and what it's going to take to to put that that your memory technology or bandwidth right inside the camera itself sure so so there's no doubt that you want to maximize the capability on the edge as a first step and then you want to reduce the late as much as possible to the cloud as a second step so on the edge you know if you had something for example if I'm taking a picture of you and I want face recognition I don't want to take every frame and send it up to the clouds I'm gonna waste bandwidth so on I want that capability on device and that's true for a variety of different applications you want to maximize the capability on device and then focus on the fast connection so the cloud and the device from a latency and bandwidth perspective are much tightly more tightly coupled you know you think about the evolution of computing you know obviously everything was centralized and then you know pcs the world was about pcs back then it was kind of the the centralization with it was a bit blip on the screen compared to the pcs was everything remember that and then of course mobile drove cloud through the roof and now with the edge and cloud and and mobile you're seeing just this ubiquitous capability that senses now you bring in AI you bring in machine intelligence it what do you guys envision for the for the next 10 years in terms of what the world looks like centralized decentralized distributed intelligent I mean it's just mind-boggling what's your vision well I think if you look at client devices client devices certainly generate a lot of data maybe we get a little bit of data from a sensor and a bridge but maybe we'll get a lot of data from the car traveling across that bridge and what you need to do is you need to make sense of that data locally and then transmit it back to the cloud so you want the cloud to have the most useful data or sorted data right data that can then improve you know automated driving or reduce traffic accidents and so forth but you don't want all the data sent there so what's gonna happen is on the edge there's literally you know a device is going from smartphones where there's about one and a half billion a year to billions even trillions of IOT connected devices any device that has a computing element also is can have a connectivity element also is going to have an AI element so it's gonna be a much more connected world as opposed to just connected people yeah I mean I think kids keep explained it very well you know you know if you step back a little bit I think that the history of technology and evolution has been very similar right in industry for a while but we all remember the times when we said we just did month one mainframe and everyone needs dumb terminals right then we went on to say hey you know what I think distributed computing with everyone having a pcs that I think you do now we are back to maybe we should have everything in the cloud and the edge devices so I actually think in a world goes cyclical and the more you do at the edge the more it drives the need for the cloud and we call it the virtuous cycle and I think the best way to think about it is you want the HD devices to send information not data which means they need to be for data needs to be processed with memory and compute to become information and then you send the information to the edge yeah I guess my point was that you know I've been around a while too and you're going to see the pendulum swing I feel like the pendulum is not swinging anymore it's just exploded inside it's really an exciting time in our industry guys thanks very much for coming thank you appreciate thank you all right keep right there everybody we'll be back at micron insight from the Embarcadero you're watching the cube right back [Music]

Published Date : Oct 10 2018

**Summary and Sentiment Analysis are not been shown because of improper transcript**

ENTITIES

EntityCategoryConfidence
David FloriaPERSON

0.99+

Raj TalluriPERSON

0.99+

2009DATE

0.99+

2019DATE

0.99+

60%QUANTITY

0.99+

Dave ValentinPERSON

0.99+

billionsQUANTITY

0.99+

ten-yearQUANTITY

0.99+

Keith KressinPERSON

0.99+

San FranciscoLOCATION

0.99+

trillionsQUANTITY

0.99+

QualcommORGANIZATION

0.99+

first stepQUANTITY

0.99+

bothQUANTITY

0.98+

five camerasQUANTITY

0.98+

10QUANTITY

0.98+

LoriPERSON

0.98+

MicronORGANIZATION

0.98+

second stepQUANTITY

0.98+

KeithPERSON

0.98+

first thingQUANTITY

0.98+

about one and a half billion a yearQUANTITY

0.97+

fourth personQUANTITY

0.97+

NetflixORGANIZATION

0.97+

2018DATE

0.97+

San Francisco BayLOCATION

0.97+

todayDATE

0.96+

ScottPERSON

0.96+

oneQUANTITY

0.96+

AmazonORGANIZATION

0.95+

fifth personQUANTITY

0.94+

PrimeCOMMERCIAL_ITEM

0.92+

firstQUANTITY

0.92+

SanjayPERSON

0.91+

micron insightORGANIZATION

0.9+

one of the reasonsQUANTITY

0.89+

twoQUANTITY

0.88+

5gQUANTITY

0.87+

DirecTVORGANIZATION

0.86+

lot of moneyQUANTITY

0.86+

8QUANTITY

0.85+

fiveQUANTITY

0.84+

every ten yearsQUANTITY

0.84+

next 10 yearsDATE

0.83+

12 gigabyteQUANTITY

0.81+

micronsORGANIZATION

0.8+

4kQUANTITY

0.78+

fourQUANTITY

0.76+

EmbarcaderoLOCATION

0.75+

lotQUANTITY

0.75+

this morningDATE

0.74+

lot of dataQUANTITY

0.71+

senior vice presidentPERSON

0.71+

micronORGANIZATION

0.71+

G transition 3GCOMMERCIAL_ITEM

0.7+

a lot of new interesting technologiesQUANTITY

0.7+

IOTQUANTITY

0.68+

six gigabyteQUANTITY

0.67+

RajPERSON

0.67+

lot more cameraQUANTITY

0.66+

5gORGANIZATION

0.66+

Keith crescentPERSON

0.65+

G transitionCOMMERCIAL_ITEM

0.65+

lot ofQUANTITY

0.65+

last several yearsDATE

0.65+

aboutQUANTITY

0.58+

trendsQUANTITY

0.55+

a lot moreQUANTITY

0.54+

Micron Insight'18ORGANIZATION

0.53+

frameQUANTITY

0.52+

team ofQUANTITY

0.52+

XYORGANIZATION

0.5+

threeQUANTITY

0.5+

Silicon ValleyLOCATION

0.5+

presidentPERSON

0.5+

99COMMERCIAL_ITEM

0.43+

5gTITLE

0.41+

micronCOMMERCIAL_ITEM

0.34+

Jordan Sanders, Phantom Auto | Innovation Series 2018


 

>> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're in Mountain View, California, at a really cool start-up, Phantom Auto. They're coming at this autonomous vehicle thing from a very different direction. They're not a car company, it's not BMW and Audi and Nissan and all the other people you hear about. It's a pure software play, but it really has a huge impact on the autonomous vehicle industry. We're excited with the guy who's putting all these development, business development deals together. He's Jordan Sanders, director of business development and operations. Jordan, great to see you. >> Yeah, thanks for having me. >> So, again, when I first heard about you guys I thought, "Okay, do I order "this to drive my grandfather to the store," because he shouldn't be driving even though he has his driver's license, but no, that's not it at all. You guys have a very specific target market and it's really more a biz dev than a direct-to-consumer market. >> Yeah, exactly, so we are a B2B business and our target customers are those who are closest to getting their autonomous vehicles on the road. And so, that's frankly where we're seeing the most traction for now, at this point, from customers. As you get closer to true deployment of level four robo-taxis you realize a need for remote assistance, and we think we have the best solution on the market. >> Jeff: Right. >> To actually remotely drive the car and have a human in the loop to promote safety and service. >> So, as you look at your kind of tam, your ecosystem that you're going to market with, obviously we all know Waymo. We see the cars driving around all the time, the Nest is right up the street, but how's that landscape evolving? You know, we obviously hear about Uber, we hear about Lyft, you hear little bits and pieces about BMW and different car companies. As you sit back from where you're sitting, how do you kind of segment the market, how do you figure out where you're going to go next? >> Yeah, it's an interesting question. I mean, right now, you know, there's obviously a lot of excitement around this market and where it will be in five years. Right now the number of actual autonomous vehicles deployed is relatively low, and so that is frankly what our business is tied to. Again, it's enabling every vehicle on the road to actually operate safely, and so in terms of total addressable market, how we see it evolving, right now it's a relatively small number of cars and a relatively small number of players, but we see huge opportunity and huge growth in the sector over the next five years and 10 years. >> Right, and obviously a big integration challenge for you guys because each platform that you partner with is, you know, we hear all the time, some of them are using some shared infrastructure, some of them are trying to use their own, some are RADAR, some are LIDAR, some are camera, some are combination, so from a business development point of view you guys have to integrate with all those different platforms. >> That's correct, and so that's from the very beginning, we're building our end-to-end service to be very flexible and the software piece especially can integrate with any vehicle, with any vehicle manufacturer, because frankly we want to be open to the market and we don't want to just cover, you know, one customer's vehicles. We are sort of a third party who can provide a safety solution for a number of AV operators. >> Right, now the other interesting thing that people probably don't think about is, you know, we hear all about the technology in the cars and the machines, right, and IOT and it's all about machines, but in bringing a human operator into the equation it's not just to operate the vehicle, it's actually a person and all that that means. I wonder if you can kind of explain how that impacts people's autonomous car vehicle when there's actually a person involved. >> Yeah, definitely, so I think, you know, I think about this from a personal standpoint, so part of me is very excited for autonomous vehicles and I've ridden in several autonomous vehicles, feel very comfortable in them very quickly, but I also live in Silicon Valley and not everyone does just get to zip around in autonomous vehicles and is working in this industry, and so we do view there's going to be a, you know, a big consumer adoption kind of hurdle to overcome, and a piece of that is having the passengers in the car comfortable and feeling that, you know, someone has their back, right? >> Jeff: Right. >> So that's a key part of what we believe that we deliver is a human touch to self-driving cars, which we think is very important just at a psychological level, knowing that you have somebody who is monitoring your ride and is ready to intervene and protect you, you know, in the event that something goes wrong with the ride. And the other thing is by having a human in the loop it also enables all sorts of interesting ways of providing better service, and that's going to be a very, a key piece of whenever everyone inside the car is a passenger, there are no longer drivers, we're passengers. There are going to be lots of opportunities for enhancing passenger experience, and we think part of that can be, you know, providing a human service, an actual human on the other end making you feel comfortable and also connecting you with almost like a concierge. >> Right, and like OnStar has been around forever, right, that's probably the first kind of two way- >> You said that, not me, yeah. >> Two way communication, right, into the vehicle, which at first was I think mainly a safety feature. You crash and it sends out a 911 and then I think they kind of evolved it into a little bit of a concierge service. >> Exactly, so again, there's certainly that piece that we think is going to be really important for consumer adoption. I mean, I think AAA did a survey recently that showed 75% of consumers are afraid of trusting a machine, an autonomous vehicle. Now, we're very confident that the AV tech, once you get inside an autonomous vehicle that you very quickly realize, "Wow, this is a great driver," and we're very bullish on, you know, autonomous vehicle technology and believe that it's very reliable. But again, in those edge case scenarios, having a human who's going to intervene on your behalf and be able to actually operate the vehicle will be really important. >> Right, so somebody's watching this and going, "Ha-ha-ha," you know, "I'm a hacker, I'm going to hack into the stream," and it's not going to be Ben, the nice, smooth driver taking over the car but some person that maybe we don't want taking over the car. So, in terms of security and network infrastructure, how much are you leveraging your partners' infrastructure, how much are you leveraging your own, where does kind of security fit in this whole puzzle? >> Yeah, it's a great question and certainly one that, you know, we're hearing from a lot of customers. So, we are working with a variety of cybersecurity firms for making sure that our solution is extremely secure across multiple vectors, so whether it's just on the software piece or really our end-to-end solution, from the hardware that we can offer in the car, to the software, to the actual control center, the operation center where the driver's driving you, making sure that we have end-to-end security to avoid any situation like that. >> Right, so Jordan, for the people that aren't in Silicon Valley, what should they know about autonomous vehicles, how close are we, how much is it just, you know, stuff in the newspaper and you know, kind of nirvana still or just, you know, specialize Waymo vehicles that we see all the time in this neighborhood. How close is this to Main Street, how close is this to being that vehicle that picks me up when I get off the Caltrain to San Francisco and I need to go to a meeting over the Embarcadero? >> Yeah, so I think what people should know about this technology is that it is incredible technology that will be life-saving and that needs to get on the road, but that needs to happen in a safe manner and at a time where you can have full confidence in the operation and all settings, right. The technology is incredible, and so what Phantom Auto is here to do is to get these life-saving vehicles on the road quicker, and so what I would say to the average person who's a little uncertain of this technology is that it is incredible and you're going to enjoy the experience and it will be life-saving, and again, I think Phantom Auto is working to actually bring that experience to consumers by getting these robo-taxi services deployed. >> Jeff: Right. >> Pull out the safety driver and have a remote safety driver, a Phantom Auto remote operator ready to take over control of the vehicle in the event that you need assistance. >> And in terms of where you guys are as a company, right, you're a relatively small company, got this cool Lincoln here, where are you in terms of your company? Do you have POCs in place, do you have customers in place, kind of where is it in terms of the deployment of the technology within your ecosystem? >> Yeah, well we realize that we're bringing a very critical solution to these operators, so again, if you're an autonomous vehicle developer and operator and really thinking seriously about deployment you realize that you need a solution like ours, and so on the business standpoint we have several deals already closed, some pilots planned over the next few months, so you'll be seeing a lot more, I think, of us very soon out in the market. >> All right, now you're going to see more of us on the street. So, Jordan, let's stop talking and let's go take a ride in the car. >> Let's get in the car. >> All right, he's Jordan, I'm Jeff. We're getting in the car, thanks for watching. (techy music playing)

Published Date : Jan 30 2018

SUMMARY :

and Nissan and all the other people you hear about. about you guys I thought, "Okay, do I order of level four robo-taxis you realize in the loop to promote safety and service. we hear about Lyft, you hear little bits on the road to actually operate safely, that you partner with is, you know, to just cover, you know, one customer's vehicles. about is, you know, we hear all about and we think part of that can be, you know, into the vehicle, which at first was and we're very bullish on, you know, and going, "Ha-ha-ha," you know, you know, we're hearing from a lot of customers. kind of nirvana still or just, you know, and that needs to get on the road, of the vehicle in the event that you need assistance. a solution like ours, and so on the business standpoint let's go take a ride in the car. We're getting in the car, thanks for watching.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
BMWORGANIZATION

0.99+

JeffPERSON

0.99+

Jeff FrickPERSON

0.99+

NissanORGANIZATION

0.99+

JordanPERSON

0.99+

AudiORGANIZATION

0.99+

75%QUANTITY

0.99+

UberORGANIZATION

0.99+

Silicon ValleyLOCATION

0.99+

Jordan SandersPERSON

0.99+

San FranciscoLOCATION

0.99+

LyftORGANIZATION

0.99+

Phantom AutoORGANIZATION

0.99+

Mountain View, CaliforniaLOCATION

0.99+

firstQUANTITY

0.99+

each platformQUANTITY

0.99+

WaymoORGANIZATION

0.98+

AAAORGANIZATION

0.98+

OnStarORGANIZATION

0.98+

five yearsQUANTITY

0.98+

911OTHER

0.96+

Innovation Series 2018EVENT

0.96+

Two wayQUANTITY

0.96+

oneQUANTITY

0.95+

BenPERSON

0.94+

two wayQUANTITY

0.92+

theCUBEORGANIZATION

0.81+

10 yearsQUANTITY

0.8+

next few monthsDATE

0.79+

level fourQUANTITY

0.75+

RADARTITLE

0.71+

CaltrainLOCATION

0.68+

EmbarcaderoLOCATION

0.68+

LincolnORGANIZATION

0.65+

yearsDATE

0.65+

LIDAROTHER

0.55+

fiveQUANTITY

0.45+

nextDATE

0.33+