Evan Touger, Prowess | Prowess Benchmark Testing Results for AMD EPYC Genoa on Dell Servers
(upbeat music) >> Welcome to theCUBE's continuing coverage of AMD's fourth generation EPYC launch. I've got a special guest with me today from Prowess Consulting. His name is Evan Touger, he's a senior technical writer with Prowess. Evan, welcome. >> Hi, great to be here. Thanks. >> So tell us a little bit about Prowess, what does Prowess do? >> Yeah, we're a consulting firm. We've been around for quite a few years, based in Bellevue, Washington. And we do quite a few projects with folks from Dell to a lot of other companies, and dive in. We have engineers, writers, production folks, so pretty much end-to-end work, doing research testing and writing, and diving into different technical topics. >> So you- in this case what we're going to be talking about is some validation studies that you've done, looking at Dell PowerEdge servers that happened to be integrating in fourth-gen EPYC processors from AMD. What were the specific workloads that you were focused on in this study? >> Yeah, this particular one was honing in on virtualization, right? You know, obviously it's pretty much ubiquitous in the industry, everybody works with virtualization in one way or another. So just getting optimal performance for virtualization was critical, or is critical for most businesses. So we just wanted to look a little deeper into, you know, how do companies evaluate that? What are they going to use to make the determination for virtualization performance as it relates to their workloads? So that led us to this study, where we looked at some benchmarks, and then went a little deeper under the hood to see what led to the results that we saw from those benchmarks. >> So when you say virtualization, does that include virtual desktop infrastructure or are we just talking about virtual machines in general? >> No, it can include both. We looked at VMs, thinking in terms of what about database performance when you're working in VMs, all the way through to VDI and companies like healthcare organizations and so forth, where it's common to roll out lots of virtual desktops, and performance is critical there as well. >> Okay, you alluded to, sort of, looking under the covers to see, you know, where these performance results were coming from. I assume what you're referencing is the idea that it's not just all about the CPU when you talk about a system. Am I correct in that assumption and- >> Yeah, absolutely. >> What can you tell us? >> Well, you know, for companies evaluating, there's quite a bit to consider, obviously. So they're looking at not just raw performance but power performance. So that was part of it, and then what makes up that- those factors, right? So certainly CPU is critical to that, but then other things come into play, like the RAID controllers. So we looked a little bit there. And then networking, of course can be critical for configurations that are relying on good performance on their networks, both in terms of bandwidth and just reducing latency overall. So interconnects as well would be a big part of that. So with, with PCIe gen 5 or 5.0 pick your moniker. You know in this- in the infrastructure game, we're often playing a game of whack-a-mole, looking for the bottlenecks, you know, chasing the bottlenecks. PCIe 5 opens up a lot of bandwidth for memory and things like RAID controllers and NICs. I mean, is the bottleneck now just our imagination, Evan, have we reached a point where there are no bottlenecks? What did you see when you ran these tests? What, you know, what were you able to stress to a point where it was saturated, if anything? >> Yeah. Well, first of all, we didn't- these are particular tests were ones that we looked at industry benchmarks, and we were examining in particular to see where world records were set. And so we uncovered a few specific servers, PowerEdge servers that were pretty key there, or had a lot of- were leading in the category in a lot of areas. So that's what led us to then, okay, well why is that? What's in these servers, and what's responsible for that? So in a lot of cases they, we saw these results even with, you know, gen 4, PCIe gen 4. So there were situations where clearly there was benefit from faster interconnects and, and especially NVMe for RAID, you know, for supporting NVMe and SSDs. But all of that just leads you to the understanding that it means it can only get better, right? So going from gen 4 to- if you're seeing great results on gen 4, then gen 5 is probably going to be, you know, blow that away. >> And in this case, >> It'll be even better. >> In this case, gen 5 you're referencing PCIe >> PCIe right. Yeah, that's right. >> (indistinct) >> And then the same thing with EPYC actually holds true, some of the records, we saw records set for both 3rd and 4th gen, so- with EPYC, so the same thing there. Anywhere there's a record set on the 3rd gen, you know, makes us really- we're really looking forward to going back and seeing over the next few months, which of those records fall and are broken by newer generation versions of these servers, once they actually wrap to the newer generation processors. You know, based on, on what we're seeing for the- for what those processors can do, not only in. >> (indistinct) Go ahead. >> Sorry, just want to say, not only in terms of raw performance, but as I mentioned before, the power performance, 'cause they're very efficient, and that's a really critical consideration, right? I don't think you can overstate that for companies who are looking at, you know, have to consider expenditures and power and cooling and meeting sustainability goals and so forth. So that was really an important category in terms of what we looked at, was that power performance, not just raw performance. >> Yeah, I want to get back to that, that's a really good point. We should probably give credit where credit is due. Which Dell PowerEdge servers are we talking about that were tested and what did those interconnect components look like from a (indistinct) perspective? >> Yeah, so we focused primarily on a couple benchmarks that seemed most important for real world performance results for virtualization. TPCx-V and VMmark 3.x. the TPCx-V, that's where we saw PowerEdge R7525, R7515. They both had top scores in different categories there. That benchmark is great for looking at database workloads in particular, right? Running in virtualization settings. And then the VMmark 3.x was critical. We saw good, good results there for the 7525 and the R 7515 as well as the R 6525, in that one and that included, sorry, just checking notes to see what- >> Yeah, no, no, no, no, (indistinct) >> Included results for power performance, as I mentioned earlier, that's where we could see that. So we kind of, we saw this in a range of servers that included both 3rd gen AMD EPYC and newer 4th gen as well as I mentioned. The RAID controllers were critical in the TPCx-V. I don't think that came into play in the VM mark test, but they were definitely part of the TPCx-V benchmarks. So that's where the RAID controllers would make a difference, right? And in those tests, I think they're using PERC 11. So, you know, the newer PERC 12 controllers there, again we'd expect >> (indistinct) >> To see continued, you know, gains in newer benchmarks. That's what we'll be looking for over the next several months. >> Yeah. So I think if I've got my Dell nomenclature down, performance, no no, PowerEdge RAID Controller, is that right? >> Exactly, yeah, there you go. Right? >> With Broadcom, you know, powered by Broadcom. >> That's right. There you go. Yeah. Isn't the Dell naming scheme there PERC? >> Yeah, exactly, exactly. Back to your comment about power. So you've had a chance to take a pretty deep look at the latest stuff coming out. You're confident that- 'cause some of these servers are going to be more expensive than previous generation. Now a server is not a server is not a server, but some are awakening to the idea that there might be some sticker shock. You're confident that the bang for your buck, the bang for your kilowatt hour is actually going to be beneficial. We're actually making things better, faster, stronger, cheaper, more energy efficient. We're continuing on that curve? >> That's what I would expect to see, right. I mean, of course can't speak to to pricing without knowing, you know, where the dollars are going to land on the servers. But I would expect to see that because you're getting gains in a couple of ways. I mean, one, if the performance increases to the point where you can run more VMs, right? Get more performance out of your VMs and run more total VMs or more BDIs, then there's obviously a good, you know, payback on your investment there. And then as we were discussing earlier, just the power performance ratio, right? So if you're bringing down your power and cooling costs, if these machines are just more efficient overall, then you should see some gains there as well. So, you know, I think the key is looking at what's the total cost of ownership over, you know, a standard like a three-year period or something and what you're going to get out of it for your number of sessions, the performance for the sessions, and the overall efficiency of the machines. >> So just just to be clear with these Dell PowerEdge servers, you were able to validate world record performance. But this isn't, if you, if you look at CPU architecture, PCIe bus architecture, memory, you know, the class of memory, the class of RAID controller, the class of NIC. Those were not all state of the art in terms of at least what has been recently announced. Correct? >> Right. >> Because (indistinct) the PCI 4.0, So to your point- world records with that, you've got next-gen RAID controllers coming out, and NICs coming out. If the motherboard was PCIe 5, with commensurate memory, all of those things are getting better. >> Exactly, right. I mean you're, you're really you're just eliminating bandwidth constraints latency constraints, you know, all of that should be improved. NVMe, you know, just collectively all these things just open the doors, you know, letting more bandwidth through reducing all the latency. Those are, those are all pieces of the puzzle, right? That come together and it's all about finding the weakest link and eliminating it. And I think we're reaching the point where we're removing the biggest constraints from the systems. >> Okay. So I guess is it fair to summarize to say that with this infrastructure that you tested, you were able to set world records. This, during this year, I mean, over the next several months, things are just going to get faster and faster and faster and faster. >> That's what I would anticipate, exactly, right. If they're setting world records with these machines before some of the components are, you know, the absolute latest, it seems to me we're going to just see a continuing trend there, and more and more records should fall. So I'm really looking forward to seeing how that goes, 'cause it's already good and I think the return on investment is pretty good there. So I think it's only going to get better as these roll out. >> So let me ask you a question that's a little bit off topic. >> Okay. >> Kind of, you know, we see these gains, you know, we're all familiar with Moore's Law, we're familiar with, you know, the advancements in memory and bus architecture and everything else. We just covered SuperCompute 2022 in Dallas a couple of weeks ago. And it was fascinating talking to people about advances in AI that will be possible with new architectures. You know, most of these supercomputers that are running right now are n minus 1 or n minus 2 infrastructure, you know, they're, they're, they're PCI 3, right. And maybe two generations of processors old, because you don't just throw out a 100,000 CPU super computing environment every 18 months. It doesn't work that way. >> Exactly. >> Do you have an opinion on this question of the qualitative versus quantitative increase in computing moving forward? And, I mean, do you think that this new stuff that you're starting to do tests on is going to power a fundamental shift in computing? Or is it just going to be more consolidation, better power consumption? Do you think there's an inflection point coming? What do you think? >> That's a great question. That's a hard one to answer. I mean, it's probably a little bit of both, 'cause certainly there will be better consolidation, right? But I think that, you know, the systems, it works both ways. It just allows you to do more with less, right? And you can go either direction, you can do what you're doing now on fewer machines, you know, and get better value for it, or reduce your footprint. Or you can go the other way and say, wow, this lets us add more machines into the mix and take our our level of performance from here to here, right? So it just depends on what your focus is. Certainly with, with areas like, you know, HPC and AI and ML, having the ability to expand what you already are capable of by adding more machines that can do more is going to be your main concern. But if you're more like a small to medium sized business and the opportunity to do what you were doing on, on a much smaller footprint and for lower costs, that's really your goal, right? So I think you can use this in either direction and it should, should pay back in a lot of dividends. >> Yeah. Thanks for your thoughts. It's an interesting subject moving forward. You know, sometimes it's easy to get lost in the minutiae of the bits and bites and bobs of all the components we're studying, but they're powering something that that's going to effect effectively all of humanity as we move forward. So what else do we need to consider when it comes to what you've just validated in the virtualization testing? Anything else, anything we left out? >> I think we hit all the key points, or most of them it's, you know, really, it's just keeping in mind that it's all about the full system, the components not- you know, the processor is a obviously a key, but just removing blockages, right? Freeing up, getting rid of latency, improving bandwidth, all these things come to play. And then the power performance, as I said, I know I keep coming back to that but you know, we just, and a lot of what we work on, we just see that businesses, that's a really big concern for businesses and finding efficiency, right? And especially in an age of constrained budgets, that's a big deal. So, it's really important to have that power performance ratio. And that's one of the key things we saw that stood out to us in, in some of these benchmarks, so. >> Well, it's a big deal for me. >> It's all good. >> Yeah, I live in California and I know exactly how much I pay for a kilowatt hour of electricity. >> I bet, yeah. >> My friends in other places don't even know. So I totally understand the power constraint question. >> Yeah, it's not going to get better, so, anything you can do there, right? >> Yeah. Well Evan, this has been great. Thanks for sharing the results that Prowess has come up with, third party validation that, you know, even without the latest and greatest components in all categories, Dell PowerEdge servers are able to set world records. And I anticipate that those world records will be broken in 2023 and I expect that Prowess will be part of that process, So Thanks for that. For the rest of us- >> (indistinct) >> Here at theCUBE, I want to thank you for joining us. Stay tuned for continuing coverage of AMD's fourth generation EPYC launch, for myself and for Evan Touger. Thanks so much for joining us. (upbeat music)
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Welcome to theCUBE's Hi, great to be here. to a lot of other companies, and dive in. that you were focused on in this study? you know, how do companies evaluate that? all the way through to VDI looking under the covers to see, you know, you know, chasing the bottlenecks. But all of that just leads you Yeah, that's right. you know, makes us really- (indistinct) are looking at, you know, and what did those interconnect and the R 7515 as well as So, you know, the newer To see continued, you know, is that right? Exactly, yeah, there you go. With Broadcom, you There you go. the bang for your buck, to pricing without knowing, you know, PCIe bus architecture, memory, you know, So to your point- world records with that, just open the doors, you know, with this infrastructure that you tested, components are, you know, So let me ask you a question that's we're familiar with, you know, and the opportunity to do in the minutiae of the or most of them it's, you know, really, it's a big deal for me. for a kilowatt hour of electricity. So I totally understand the third party validation that, you know, I want to thank you for joining us.
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Evan Kaplan, InfluxData | AWS re:invent 2022
>>Hey everyone. Welcome to Las Vegas. The Cube is here, live at the Venetian Expo Center for AWS Reinvent 2022. Amazing attendance. This is day one of our coverage. Lisa Martin here with Day Ante. David is great to see so many people back. We're gonna be talk, we've been having great conversations already. We have a wall to wall coverage for the next three and a half days. When we talk to companies, customers, every company has to be a data company. And one of the things I think we learned in the pandemic is that access to real time data and real time analytics, no longer a nice to have that is a differentiator and a competitive all >>About data. I mean, you know, I love the topic and it's, it's got so many dimensions and such texture, can't get enough of data. >>I know we have a great guest joining us. One of our alumni is back, Evan Kaplan, the CEO of Influx Data. Evan, thank you so much for joining us. Welcome back to the Cube. >>Thanks for having me. It's great to be here. So here >>We are, day one. I was telling you before we went live, we're nice and fresh hosts. Talk to us about what's new at Influxed since the last time we saw you at Reinvent. >>That's great. So first of all, we should acknowledge what's going on here. This is pretty exciting. Yeah, that does really feel like, I know there was a show last year, but this feels like the first post Covid shows a lot of energy, a lot of attention despite a difficult economy. In terms of, you know, you guys were commenting in the lead into Big data. I think, you know, if we were to talk about Big Data five, six years ago, what would we be talking about? We'd been talking about Hadoop, we were talking about Cloudera, we were talking about Hortonworks, we were talking about Big Data Lakes, data stores. I think what's happened is, is this this interesting dynamic of, let's call it if you will, the, the secularization of data in which it breaks into different fields, different, almost a taxonomy. You've got this set of search data, you've got this observability data, you've got graph data, you've got document data and what you're seeing in the market and now you have time series data. >>And what you're seeing in the market is this incredible capability by developers as well and mostly open source dynamic driving this, this incredible capability of developers to assemble data platforms that aren't unicellular, that aren't just built on Hado or Oracle or Postgres or MySQL, but in fact represent different data types. So for us, what we care about his time series, we care about anything that happens in time, where time can be the primary measurement, which if you think about it, is a huge proportion of real data. Cuz when you think about what drives ai, you think about what happened, what happened, what happened, what happened, what's going to happen. That's the functional thing. But what happened is always defined by a period, a measurement, a time. And so what's new for us is we've developed this new open source engine called IOx. And so it's basically a refresh of the whole database, a kilo database that uses Apache Arrow, par K and data fusion and turns it into a super powerful real time analytics platform. It was already pretty real time before, but it's increasingly now and it adds SQL capability and infinite cardinality. And so it handles bigger data sets, but importantly, not just bigger but faster, faster data. So that's primarily what we're talking about to show. >>So how does that affect where you can play in the marketplace? Is it, I mean, how does it affect your total available market? Your great question. Your, your customer opportunities. >>I think it's, it's really an interesting market in that you've got all of these different approaches to database. Whether you take data warehouses from Snowflake or, or arguably data bricks also. And you take these individual database companies like Mongo Influx, Neo Forge, elastic, and people like that. I think the commonality you see across the volume is, is many of 'em, if not all of them, are based on some sort of open source dynamic. So I think that is an in an untractable trend that will continue for on. But in terms of the broader, the broader database market, our total expand, total available tam, lots of these things are coming together in interesting ways. And so the, the, the wave that will ride that we wanna ride, because it's all big data and it's all increasingly fast data and it's all machine learning and AI is really around that measurement issue. That instrumentation the idea that if you're gonna build any sophisticated system, it starts with instrumentation and the journey is defined by instrumentation. So we view ourselves as that instrumentation tooling for understanding complex systems. And how, >>I have to follow quick follow up. Why did you say arguably data bricks? I mean open source ethos? >>Well, I was saying arguably data bricks cuz Spark, I mean it's a great company and it's based on Spark, but there's quite a gap between Spark and what Data Bricks is today. And in some ways data bricks from the outside looking in looks a lot like Snowflake to me looks a lot like a really sophisticated data warehouse with a lot of post-processing capabilities >>And, and with an open source less >>Than a >>Core database. Yeah. Right, right, right. Yeah, I totally agree. Okay, thank you for that >>Part that that was not arguably like they're, they're not a good company or >>No, no. They got great momentum and I'm just curious. Absolutely. You know, so, >>So talk a little bit about IOx and, and what it is enabling you guys to achieve from a competitive advantage perspective. The key differentiators give us that scoop. >>So if you think about, so our old storage engine was called tsm, also open sourced, right? And IOx is open sourced and the old storage engine was really built around this time series measurements, particularly metrics, lots of metrics and handling those at scale and making it super easy for developers to use. But, but our old data engine only supported either a custom graphical UI that you'd build yourself on top of it or a dashboarding tool like Grafana or Chronograph or things like that. With IOCs. Two or three interventions were important. One is we now support, we'll support things like Tableau, Microsoft, bi, and so you're taking that same data that was available for instrumentation and now you're using it for business intelligence also. So that became super important and it kind of answers your question about the expanded market expands the market. The second thing is, when you're dealing with time series data, you're dealing with this concept of cardinality, which is, and I don't know if you're familiar with it, but the idea that that it's a multiplication of measurements in a table. And so the more measurements you want over the more series you have, you have this really expanding exponential set that can choke a database off. And the way we've designed IIS to handle what we call infinite cardinality, where you don't even have to think about that design point of view. And then lastly, it's just query performance is dramatically better. And so it's pretty exciting. >>So the unlimited cardinality, basically you could identify relationships between data and different databases. Is that right? Between >>The same database but different measurements, different tables, yeah. Yeah. Right. Yeah, yeah. So you can handle, so you could say, I wanna look at the way, the way the noise levels are performed in this room according to 400 different locations on 25 different days, over seven months of the year. And that each one is a measurement. Each one adds to cardinality. And you can say, I wanna search on Tuesdays in December, what the noise level is at 2:21 PM and you get a very quick response. That kind of instrumentation is critical to smarter systems. How are >>You able to process that data at at, in a performance level that doesn't bring the database to its knees? What's the secret sauce behind that? >>It's AUM database. It's built on Parque and Apache Arrow. But it's, but to say it's nice to say without a much longer conversation, it's an architecture that's really built for pulling that kind of data. If you know the data is time series and you're looking for a time measurement, you already have the ability to optimize pretty dramatically. >>So it's, it's that purpose built aspect of it. It's the >>Purpose built aspect. You couldn't take Postgres and do the same >>Thing. Right? Because a lot of vendors say, oh yeah, we have time series now. Yeah. Right. So yeah. Yeah. Right. >>And they >>Do. Yeah. But >>It's not, it's not, the founding of the company came because Paul Dicks was working on Wall Street building time series databases on H base, on MyQ, on other platforms and realize every time we do it, we have to rewrite the code. We build a bunch of application logic to handle all these. We're talking about, we have customers that are adding hundreds of millions to billions of points a second. So you're talking about an ingest level. You know, you think about all those data points, you're talking about ingest level that just doesn't, you know, it just databases aren't designed for that. Right? And so it's not just us, our competitors also build good time series databases. And so the category is really emergent. Yeah, >>Sure. Talk about a favorite customer story they think really articulates the value of what Influx is doing, especially with IOx. >>Yeah, sure. And I love this, I love this story because you know, Tesla may not be in favor because of the latest Elon Musker aids, but, but, but so we've had about a four year relationship with Tesla where they built their power wall technology around recording that, seeing your device, seeing the stuff, seeing the charging on your car. It's all captured in influx databases that are reporting from power walls and mega power packs all over the world. And they report to a central place at, at, at Tesla's headquarters and it reports out to your phone and so you can see it. And what's really cool about this to me is I've got two Tesla cars and I've got a Tesla solar roof tiles. So I watch this date all the time. So it's a great customer story. And actually if you go on our website, you can see I did an hour interview with the engineer that designed the system cuz the system is super impressive and I just think it's really cool. Plus it's, you know, it's all the good green stuff that we really appreciate supporting sustainability, right? Yeah. >>Right, right. Talk about from a, what's in it for me as a customer, what you guys have done, the change to IOCs, what, what are some of the key features of it and the key values in it for customers like Tesla, like other industry customers as well? >>Well, so it's relatively new. It just arrived in our cloud product. So Tesla's not using it today. We have a first set of customers starting to use it. We, the, it's in open source. So it's a very popular project in the open source world. But the key issues are, are really the stuff that we've kind of covered here, which is that a broad SQL environment. So accessing all those SQL developers, the same people who code against Snowflake's data warehouse or data bricks or Postgres, can now can code that data against influx, open up the BI market. It's the cardinality, it's the performance. It's really an architecture. It's the next gen. We've been doing this for six years, it's the next generation of everything. We've seen how you make time series be super performing. And that's only relevant because more and more things are becoming real time as we develop smarter and smarter systems. The journey is pretty clear. You instrument the system, you, you let it run, you watch for anomalies, you correct those anomalies, you re instrument the system. You do that 4 billion times, you have a self-driving car, you do that 55 times, you have a better podcast that is, that is handling its audio better, right? So everything is on that journey of getting smarter and smarter. So >>You guys, you guys the big committers to IOCs, right? Yes. And how, talk about how you support the, develop the surrounding developer community, how you get that flywheel effect going >>First. I mean it's actually actually a really kind of, let's call it, it's more art than science. Yeah. First of all, you you, you come up with an architecture that really resonates for developers. And Paul Ds our founder, really is a developer's developer. And so he started talking about this in the community about an architecture that uses Apache Arrow Parque, which is, you know, the standard now becoming for file formats that uses Apache Arrow for directing queries and things like that and uses data fusion and said what this thing needs is a Columbia database that sits behind all of this stuff and integrates it. And he started talking about it two years ago and then he started publishing in IOCs that commits in the, in GitHub commits. And slowly, but over time in Hacker News and other, and other people go, oh yeah, this is fundamentally right. >>It addresses the problems that people have with things like click cows or plain databases or Coast and they go, okay, this is the right architecture at the right time. Not different than original influx, not different than what Elastic hit on, not different than what Confluent with Kafka hit on and their time is you build an audience of people who are committed to understanding this kind of stuff and they become committers and they become the core. Yeah. And you build out from it. And so super. And so we chose to have an MIT open source license. Yeah. It's not some secondary license competitors can use it and, and competitors can use it against us. Yeah. >>One of the things I know that Influx data talks about is the time to awesome, which I love that, but what does that mean? What is the time to Awesome. Yeah. For developer, >>It comes from that original story where, where Paul would have to write six months of application logic and stuff to build a time series based applications. And so Paul's notion was, and this was based on the original Mongo, which was very successful because it was very easy to use relative to most databases. So Paul developed this commitment, this idea that I quickly joined on, which was, hey, it should be relatively quickly for a developer to build something of import to solve a problem, it should be able to happen very quickly. So it's got a schemaless background so you don't have to know the schema beforehand. It does some things that make it really easy to feel powerful as a developer quickly. And if you think about that journey, if you feel powerful with a tool quickly, then you'll go deeper and deeper and deeper and pretty soon you're taking that tool with you wherever you go, it becomes the tool of choice as you go to that next job or you go to that next application. And so that's a fundamental way we think about it. To be honest with you, we haven't always delivered perfectly on that. It's generally in our dna. So we do pretty well, but I always feel like we can do better. >>So if you were to put a bumper sticker on one of your Teslas about influx data, what would it >>Say? By the way, I'm not rich. It just happened to be that we have two Teslas and we have for a while, we just committed to that. The, the, so ask the question again. Sorry. >>Bumper sticker on influx data. What would it say? How, how would I >>Understand it be time to Awesome. It would be that that phrase his time to Awesome. Right. >>Love that. >>Yeah, I'd love it. >>Excellent time to. Awesome. Evan, thank you so much for joining David, the >>Program. It's really fun. Great thing >>On Evan. Great to, you're on. Haven't Well, great to have you back talking about what you guys are doing and helping organizations like Tesla and others really transform their businesses, which is all about business transformation these days. We appreciate your insights. >>That's great. Thank >>You for our guest and Dave Ante. I'm Lisa Martin, you're watching The Cube, the leader in emerging and enterprise tech coverage. We'll be right back with our next guest.
SUMMARY :
And one of the things I think we learned in the pandemic is that access to real time data and real time analytics, I mean, you know, I love the topic and it's, it's got so many dimensions and such Evan, thank you so much for joining us. It's great to be here. Influxed since the last time we saw you at Reinvent. terms of, you know, you guys were commenting in the lead into Big data. And so it's basically a refresh of the whole database, a kilo database that uses So how does that affect where you can play in the marketplace? And you take these individual database companies like Mongo Influx, Why did you say arguably data bricks? And in some ways data bricks from the outside looking in looks a lot like Snowflake to me looks a lot Okay, thank you for that You know, so, So talk a little bit about IOx and, and what it is enabling you guys to achieve from a And the way we've designed IIS to handle what we call infinite cardinality, where you don't even have to So the unlimited cardinality, basically you could identify relationships between data And you can say, time measurement, you already have the ability to optimize pretty dramatically. So it's, it's that purpose built aspect of it. You couldn't take Postgres and do the same So yeah. And so the category is really emergent. especially with IOx. And I love this, I love this story because you know, what you guys have done, the change to IOCs, what, what are some of the key features of it and the key values in it for customers you have a self-driving car, you do that 55 times, you have a better podcast that And how, talk about how you support architecture that uses Apache Arrow Parque, which is, you know, the standard now becoming for file And you build out from it. One of the things I know that Influx data talks about is the time to awesome, which I love that, So it's got a schemaless background so you don't have to know the schema beforehand. It just happened to be that we have two Teslas and we have for a while, What would it say? Understand it be time to Awesome. Evan, thank you so much for joining David, the Great thing Haven't Well, great to have you back talking about what you guys are doing and helping organizations like Tesla and others really That's great. You for our guest and Dave Ante.
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Evan Kaplan, InfluxData
>>Okay. Today we welcome Evan Kaplan, CEO of Influx Data, the company behind Influx DB Welcome, Evan. Thanks for coming on. >>Hey, John. Thanks for having me. >>Great segment here on the influx. DB Story. What is the story? Take us through the history. Why Time series? What's the story? >>So the history of history is actually actually pretty interesting. Paul Dicks, my partner in this and our founder, um, super passionate about developers and developer experience. And, um, he had worked on Wall Street building a number of times series kind of platform trading platforms for trading stocks. And from his point of view, it was always what he would call a yak shave, which means you have to do a tonne of work just to start doing work. Which means you have to write a bunch of extrinsic routines. You had to write a bunch of application handling on existing relational databases in order to come up with something that was optimised for a trading platform or a time series platform. And he sort of he just developed This real clear point of view is this is not how developers should work. And so in 2013, he went through y Combinator and he built something for he made his first commit to open source influx TB at the end of 2013. And basically, you know, from my point of view, you invented modern time series, which is you start with a purpose built time series platform to do these kind of work clothes, and you get all the benefits of having something right out of the box or developer can be totally productive right away. >>And how many people in the company What's the history of employees and stuff? Yeah, >>I think we're you know, I always forget the number, but it's something like 230 or 240 people now. Um, the company I joined the company in 2016 and I love Paul's vision, and I just had a strong conviction about the relationship between Time series and Iot. Because if you think about it, what sensors do is they speak time, series, pressure, temperature, volume, humidity, light. They're measuring their instrumented something over time. And so I thought that would be super relevant over long term, and I've not regretted. Oh, >>no, and it's interesting at that time to go back in history. You know the role of databases are relational database, the one database to rule the world. And then, as clouds started coming in, you're starting to see more databases, proliferate types of databases. And Time series in particular, is interesting because real time has become super valuable. From an application standpoint, Iot, which speaks Time series, means something. It's like time matters >>times, >>and sometimes date is not worth it after the time. Sometimes it's worth it. And then you get the Data lake, so you have this whole new evolution. Is this the momentum? What's the momentum? I guess the question is, what's the momentum behind >>what's causing us to grow? So >>the time series. Why is time series in the category momentum? What's the bottom line? We'll >>think about it. You think about it from abroad, abroad, sort of frame, which is where what everybody's trying to do is build increasingly intelligent systems, whether it's a self driving car or a robotic system that does what you want to do or self healing software system. Everybody wants to build increasing intelligence systems, and so, in order to build these increasingly intelligence systems. You have to instrument the system well, and you have to instrument it over time, better and better. And so you need a tool, a fundamental tool to drive that instrumentation. And that's become clear to everybody that that instrumentation is all based on time. And so what happened? What happened? What happened? What's going to happen? And so you get to these applications, like predictive maintenance or smarter systems. And increasingly, you want to do that stuff not just intelligently, but fast in real time, so millisecond response, so that when you're driving a self driving car and the system realises that you're about to do something, essentially, you want to be able to act in something that looks like real time. All systems want to do that. I want to be more intelligent, and they want to be more real time. So we just happened to, you know, we happen to show up at the right time. In the evolution of the market. >>It's interesting. Near real time isn't good enough when you need real time. Yeah, >>it's not, it's not, and it's like it's like everybody wants even when you don't need it. Uh, ironically, you want it. It's like having the feature for, you know, you buy a new television, you want that one feature even though you're not going to use it, you decide that you're buying criteria. Real time is a buying criteria. >>So what you're saying, then is near real time is getting closer to real time as possible as possible. Okay, so talk about the aspect of data cause we're hearing a lot of conversations on the Cubans particular around how people are implementing and actually getting better. So iterating on data. >>But >>you have to know when it happened to get know how to fix it. So this is a big part of what we're seeing with people saying, Hey, you know, I want to make my machine learning albums better after the fact I want to learn from the data. Um, how does that How do you see that evolving? Is that one of the use cases of sensors as people bring data in off the network, getting better with the data knowing when it happened? >>Well, for sure, So for sure, what you're saying is is none of this is non linear. It's all incremental. And so if you take something, you know, just as an easy example. If you take a self driving car, what you're doing is your instrument in that car to understand where it can perform in the real world in real time. And if you do that, if you run the loop, which is I instrumented, I watch what happens. Oh, that's wrong. Oh, I have to correct for that. Correct for that in the software, if you do that four billion times, you get a self driving car. But every system moves along that evolution. And so you get the dynamic of you know of constantly instrumented, watching the system behave and do it and this and sets up driving cars. One thing. But even in the human genome, if you look at some of our customers, you know people like, you know, people doing solar arrays. People doing power walls like all of these systems, are getting smarter. >>What are the top application? What are you seeing your with Influx DB The Time series. What's the sweet spot for the application use case and some customers give some examples. >>Yeah, so it's pretty easy to understand. On one side of the equation. That's the physical side is sensors are the sensors are getting cheap. Obviously, we know that, and they're getting. The whole physical world is getting instrumented your home, your car, the factory floor, your wrist watch your healthcare, you name it. It's getting instrumented in the physical world. We're watching the physical world in real time, and so there are three or four sweet spots for us. But they're all on that side. They're all about Iot. So they're talking about consumer Iot projects like Google's Nest Tato Um, particle sensors, Um, even delivery engines like Happy who deliver the interesting part of South America. Like anywhere. There's a physical location doing that's on the consumer side. And then another exciting space is the industrial side. Factories are changing dramatically over time, increasingly moving away from proprietary equipment to develop or driven systems that run operational because what it has to get smarter when you're building, when you're building a factory, systems all have to get smarter. And then lastly, a lot in the renewables sustainability. So a lot, you know, Tesla, lucid motors, Nicola Motors, um you know, lots to do with electric cars, solar arrays, windmills are raised just anything that's going to get instrumented, that where that instrumentation becomes part of what the purpose is. >>It's interesting. The convergence of physical and digital is happening with the data Iot you mentioned. You know, you think of Iot. Look at the use cases there. It was proprietary OT systems now becoming more I p enabled Internet protocol and now edge compute getting smaller, faster, cheaper ai going to the edge. Now you have all kinds of new capabilities that bring that real time and time series opportunity. Are you seeing Iot going to a new level? What was that? What's the Iot? Where's the Iot dots connecting to? Because, you know, as these two cultures merge operations basically industrial factory car, they gotta get smarter. Intelligent edge is a buzzword, but it has to be more intelligent. Where's the where's the action in all this? So the >>action really, really at the core? >>It's >>at the developer, right, Because you're looking at these things. It's very hard to get off the shelf system to do the kinds of physical and software interaction. So the actions really happen at the developers. And so what you're seeing is a movement in the world that that maybe you and I grew up in with I t r o T moving increasingly that developer driven capability. And so all of these Iot systems, their bespoke, they don't come out of the box. And so the developer and the architect, the CTO they define what's my business? What am I trying to do trying to sequence the human genome and figure out when these genes express themselves? Or am I trying to figure out when the next heart rate monitor is going to show up in my apple watch, right? What am I trying to do? What's the system I need to build? And so starting with the developers where all of the good stuff happens here, which is different than it used to be, right, used to be used by an application or a service or a sad thing for But with this dynamic with this integration of systems, it's all about bespoke. It's all about building something. >>So let's get to the death of a real quick, real highlight point. Here is the data. I mean, I could see a developer saying, Okay, I need to have an application for the edge Iot, edge or car. I mean, we're gonna test look at applications of the cars right there. I mean, there's the modern application lifecycle now, so take us through how this impacts the developer doesn't impact their CI CD. Pipeline is a cloud native. I mean, where does this all Where does this go to? >>Well, so first of all you talking about, there was an internal journey that we had to go through as a company, which which I think is fascinating for anybody's interested as we went from primarily a monolithic software that was open source to building a cloud native platform, which means we have to move from an agile development environment to a C I C d. Environ. So two degree that you're moving your service whether it's, you know, Tesla, monitoring your car and updating your power walls right? Or whether it's a solar company updating your race right to the degree that services cloud then increasingly removed from an agile development to a CI CD environment which is shipping code to production every day. And so it's not just the developers, all the infrastructure to support the developers to run that service and that sort of stuff. I think that's also going to happen in a big way >>when your customer base that you have now and you see evolving with influx DB is it that they're gonna be writing more of the application or relying more on others? I mean, obviously the open source component here. So when you bring in kind of old way new Way Old Way was, I got a proprietary platform running all this Iot stuff and I got to write, Here's an application. That's general purpose. I have some flexibility, somewhat brittle. Maybe not a lot of robustness to it, but it does its job >>a good way to think about this. >>This is what >>So, yeah, a good way to think about this is what What's the role of the developer slashed architect C T o that chain within a large enterprise or a company. And so, um, the way to think about is I started my career in the aerospace industry, and so when you look at what Boeing does to assemble a plane, they build very, very few of the parts instead. What they do is they assemble, they buy the wings, they buy the engines they assemble. Actually, they don't buy the wings. It's the one thing they buy, the material of the way they build the wings because there's a lot of tech in the wings and they end up being assemblers, smart assemblers of what ends up being a flying aeroplane, which is pretty big deal even now. And so what happens with software people is they have the ability to pull from, you know, the best of the open source world, so they would pull a time series capability from us. Then they would assemble that with potentially some E t l logic from somebody else, or they assemble it with, um, a Kafka interface to be able to stream the data in. And so they become very good integrators and assemblers. But they become masters of that bespoke application, and I think that's where it goes because you're not writing native code for everything, >>so they're more flexible. They have faster time to market because they're assembling way faster and they get to still maintain their core competency. OK, the wings. In this case, >>they become increasingly not just coders, but designers and developers. They become broadly builders is what we like to think of it. People who started build stuff. By the way. This is not different than the people have just up the road Google have been doing for years or the tier one Amazon building all their own. >>Well, I think one of the things that's interesting is that this idea of a systems developing a system architecture, I mean systems, uh, systems have consequences when you make changes. So when you have now cloud data centre on premise and edge working together, how does that work across the system? You can't have a wing that doesn't work with the other wing. That's exactly >>that's where that's where the, you know that that Boeing or that aeroplane building analogy comes in for us. We've really been thoughtful about that because I o. T. It's critical. So are open Source Edge has the same API as our cloud native stuff that hasn't enterprise on premises or multiple products have the same API, and they have a relationship with each other. They can talk with each other, so the builder builds at once. And so this is where when you start thinking about the components that people have to use to build these services is that you want to make sure at least that base layer that database layer that those components talk to each other. >>We'll have to ask you. I'm the customer. I put my customer hat on. Okay. Hey, I'm dealing with a lot. >>I mean, you have appeal for >>a big check blank check. If you can answer this question only if you get the question right. I got all this important operation stuff. I got my factory. I got my self driving cars. This isn't like trivial stuff. This is my business. How should I be thinking about Time Series? Because now I have to make these architectural decisions as you mentioned and it's going to impact my application development. So huge decision point for your customers. What should I care about the most? What's in it for me? Why is time series important? Yeah, >>that's a great question. So chances are if you've got a business that was 20 years old or 25 years old, you're already thinking about Time series. You probably didn't call it that you built something on a work call or you build something that IBM db two. Right, and you made it work within your system, right? And so that's what you started building. So it's already out there. There are, you know, they're probably hundreds of millions of Time series applications out there today. But as you start to think about this increasing need for real time and you start to think about increasing intelligence, you think about optimising those systems over time. I hate the word but digital transformation, and you start with Time series. It's a foundational base layer for any system that you're going to build. There's no system I can think of where time series shouldn't be the foundational base layer. If you just want to store your data and just leave it there and then maybe look it up every five years, that's fine. That's not time. Serious time series when you're building a smarter, more intelligent, more real time system, and the developers now know that, and so the more they play a role in building these systems, the more obvious it becomes. >>And since I have a P o for you in a big check, what what's the value to me as like when I implement this What's the end state? What's it look like when it's up and running? What's the value proposition for me? What's in it? >>So when it's up and running, you're able to handle the queries, the writing of the data, the down sampling of the data transforming it in near real time. So the other dependencies that a system that gets for adjusting a solar array or trading energy off of a power wall or some sort of human genome those systems work better. So time series is foundational. It's not like it's, you know, it's not like it's doing every action that's above, but it's foundational to build a really compelling intelligence system. I think that's what developers and architects are seeing now. >>Bottom line. Final word. What's in it for the customer? What's what's your What's your statement of the customer? Would you say to someone looking to do something in time, series and edge? >>Yeah. So it's pretty clear to clear to us that if you're building, if you view yourself as being in the building business of building systems that you want them to be increasingly intelligent, self healing, autonomous, you want them to operate in real time that you start from Time series. I also want to say What's in it for us in flux? What's in it for us is people are doing some amazing stuff. I highlighted some of the energy stuff, some of the human genome, some of the health care. It's hard not to be proud or feel like. Wow. Somehow I've been lucky. I've arrived at the right time in the right place, with the right people to be able to deliver on that. That's That's also exciting on our side of the equation. >>It's critical infrastructure, critical critical operations. >>Yeah, great >>stuff. Evan. Thanks for coming on. Appreciate this segment. All right. In a moment. Brian Gilmore, director of Iot and emerging Technology that influx, they will join me. You're watching the Cube leader in tech coverage. Thanks for watching
SUMMARY :
Thanks for coming on. What is the story? And basically, you know, from my point of view, you invented modern time series, I think we're you know, I always forget the number, but it's something like 230 or 240 people now. the one database to rule the world. And then you get the Data lake, so you have this whole new the time series. You have to instrument the system well, and you have to instrument it over Near real time isn't good enough when you need real time. It's like having the feature for, you know, you buy a new television, Okay, so talk about the aspect of data cause we're hearing a lot of conversations on the Cubans particular around how saying, Hey, you know, I want to make my machine learning albums better after the fact I want to learn from the data. Correct for that in the software, if you do that four billion times, What's the sweet spot for the application use case and some customers give some examples. So a lot, you know, Tesla, lucid motors, Nicola Motors, So the And so the developer and the architect, the CTO they define what's my business? Here is the data. And so it's not just the developers, So when you bring in kind of old way new Way Old Way was, the way to think about is I started my career in the aerospace industry, and so when you look at what Boeing OK, the wings. This is not different than the people have just So when you have now cloud data centre on premise and edge working together, And so this is where when you start I'm the customer. Because now I have to make these architectural decisions as you I hate the word but digital transformation, and you start with Time series. It's not like it's, you know, it's not like it's doing every action that's above, but it's foundational to build What's in it for the customer? in the building business of building systems that you want them to be increasingly intelligent, director of Iot and emerging Technology that influx, they will join me.
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Evan Kaplan, InfluxData
(upbeat music) >> Okay today, we welcome Evan Kaplan, CEO of InfluxData, the company behind InfluxDB. Welcome Evan, thanks for coming on. >> Hey John, thanks for having me. >> Great segment here on the InfluxDB story. What is the story? Take us through the history, why time series? What's the story? >> So the history history is actually pretty interesting. Paul Dix my partner in this and our founder, super passionate about developers and developer experience. And he had worked on wall street building a number of time series kind of platform, trading platforms for trading stocks. And from his point of view, it was always what he would call a yak shave. Which means you had to do a ton of work just to start doing work. Which means you had to write a bunch of extrinsic routines, you had to write a bunch of application handling on existing relational databases, in order to come up with something that was optimized for a trading platform or a time series platform. And he sort of, he just developed this real clear point of view. This is not how developers should work. And so in 2013, he went through Y Combinator, and he built something for, he made his first commit to open source InfluxDB in the end of 2013. And he basically, you know from my point of view, he invented modern time series, which is you start with a purpose built time series platform to do these kind of workloads, and you get all the benefits of having something right out of the box. So a developer can be totally productive right away. >> And how many people are in the company? What's the history of employees is there? >> Yeah, I think we're, you know, I always forget the number but something like 230 or 240 people now. I joined the company in 2016, and I love Paul's vision. And I just had a strong conviction about the relationship between time series and IOT. 'Cause if you think about it, what sensors do is they speak time series. Pressure, temperature, volume, humidity, light, they're measuring, they're instrumenting something over time. And so I thought that would be super relevant over the long term, and I've not regretted it. >> Oh no, and it's interesting at that time if you go back in history, you know, the role of database. It's all relational database, the one database to rule the world. And then as cloud started coming in, you started to see more databases proliferate, types of databases. And time series in particular is interesting 'cause real time has become super valuable from an application standpoint. IOT which speaks time series, means something. It's like time matters >> Times yeah. >> And sometimes data's not worth it after the time, sometimes it's worth it. And then you get the data lake, so you have this whole new evolution. Is this the momentum? What's the momentum? I guess the question is what's the momentum behind it? >> You mean what's causing us to grow so fast? >> Yeah the time series, why is time series- >> And the category- >> Momentum, what's the bottom line? >> Well think about it, you think about it from a broad sort of frame which is, what everybody's trying to do is build increasingly intelligent systems. whether it's a self-driving car or a robotic system that does what you want to do, or a self-healing software system. Everybody wants to build increasing intelligent systems. And so in order to build these increasing intelligent systems, you have to instrument the system well. And you have to instrument it over time, better and better. And so you need a tool, a fundamental tool to drive that instrumentation. And that's become clear to everybody that that instrumentation is all based on time. And so what happened, what happened, what happened, what's going to happen. And so you get to these applications like predictive maintenance, or smarter systems, and increasingly you want to do that stuff not just intelligently, but fast in real time. So millisecond response, so that when you're driving a self-driving car, and the system realizes that you're about to do something, essentially you want to be able to act in something that looks like real time. All systems want to do that, they want to be more intelligent, and they want to be more real time. And so we just happen to, you know, we happen to show up at the right time in the evolution of a market. >> It's interesting near real time isn't good enough when you need real time. >> Yeah, it's not, it's not. And it's like everybody wants real even when you don't need it, ironically you want it. It's like having the feature for, you know you buy a new television, you want that one feature, even though you're not going to use it. You decide that's your buying criteria. Real time is criteria for people. >> So I mean, what you're saying then is near realtime is getting closer to real time as fast as possible? >> Right. >> Okay, so talk about the aspect of data, 'cause we're hearing a lot of conversations on theCUBE in particular around how people are implementing and actually getting better. So iterating on data, but you have to know when it happened to get know how to fix it. So this is a big part of what we're seeing with people saying, "Hey, you know I want to "make my machine learning algorithms better "after the fact, I want to learn from the data." How do you see that evolving? Is that one of the use cases of sensors as people bring data in off the network, getting better with the data, knowing when it happened? >> Well, for sure what you're saying is, is none of this is non-linear, it's all incremental. And so if you take something, you know just as an easy example, if you take a self-driving car, what you're doing is you're instrumenting that car to understand where it can perform in the real world in real time. And if you do that, if you run the loop which is, I instrument it, I watch what happens, oh that's wrong, oh I have to correct for that. I correct for that in the software. If you do that for a billion times, you get a self-driving car. But every system moves along that evolution. And so you get the dynamic of constantly instrumenting, watching the system behave and do it. And so a self driving car is one thing, but even in the human genome, if you look at some of our customers, you know, people like, people doing solar arrays, people doing power walls like all of these systems are getting smarter and smarter. >> Well, let's get into that. What are the top applications? What are you seeing with InfluxDB, the time series, what's the sweet spot for the application use case and some customers? Give some examples. >> Yeah so it's pretty easy to understand on one side of the equation, that's the physical side is, sensors are getting cheap obviously we know that. The whole physical world is getting instrumented, your home, your car, the factory floor, your wrist watch, your healthcare, you name it, it's getting instrumented in the physical world. We're watching the physical world in real time. And so there are three or four sweet spots for us, but they're all on that side, they're all about IOT. So they're thinking about consumer IOT kind of projects like Google's Nest, Tudor, particle sensors, even delivery engines like Rappi, who deliver the instant car to South America. Like anywhere there's a physical location and that's on the consumer side. And then another exciting space is the industrial side. Factories are changing dramatically over time. Increasingly moving away from proprietary equipment to develop or driven systems that run operational. Because what has to get smarter when you're building a factory is systems all have to get smarter. And then lastly, a lot in the renewables, so sustainability. So a lot, you know, Tesla, Lucid motors, Nicola motors, you know, lots to do with electric cars, solar arrays, windmills arrays, just anything that's going to get instrumented that where that instrumentation becomes part of what the purpose is. >> It's interesting the convergence of physical and digital is happening with the data. IOT you mentioned, you know, you think of IOT, look at the use cases there. It was proprietary OT systems, now becoming more IP enabled, internet protocol. And now edge compute, getting smaller, faster, cheaper. AI going to the edge. Now you have all kinds of new capabilities that bring that real time and time series opportunity. Are you seeing IOT going to a new level? Where's the IOT OT dots connecting to? Because, you know as these two cultures merge, operations basically, industrial, factory, car, they got to get smarter. Intelligent edge is a buzzword but I mean, it has to be more intelligent. Where's the action in all this? >> So the action, really, it really at the core, it's at the developer, right? Because you're looking at these things, it's very hard to get an off the shelf system to do the kinds of physical and software interaction. So the action's really happen at the developer. And so what you're seeing is a movement in the world that maybe you and I grew up in with IT or OT moving increasingly that developer driven capability. And so all of these IOT systems, they're bespoke, they don't come out of the box. And so the developer, the architect, the CTO, they define what's my business? What am I trying to do? Am I trying to sequence a human genome and figure out when these genes express themselves? Or am I trying to figure out when the next heart rate monitor is going to show up in my apple watch? Right, what am I trying to do? What's the system I need to build? And so starting with the developer is where all of the good stuff happens here. Which is different than it used to be, right. It used to be you'd buy an application or a service or a SaaS thing for, but with this dynamic, with this integration of systems, it's all about bespoke, it's all about building something. >> So let's get to the developer real quick. Real highlight point here is the data, I mean, I could see a developer saying, "Okay, I need to have an application for the edge," IOT edge or car, I mean we're going to have, I mean Tesla got applications of the car, it's right there. I mean, there's the modern application life cycle now. So take us through how does this impacts the developer. Does it impact their CICD pipeline? Is it cloud native? I mean where does this go to? >> Well, so first of all you're talking about, there was an internal journey that we had to go through as a company which I think is fascinating for anybody that's interested, is we went from primarily a monolithic software that was open sourced to building a Cloud-native platform. Which means we had to move from an agile development environment to a CICD environment. So to degree that you are moving your service, whether it's you know, Tesla monitoring your car and updating your power walls, right. Or whether it's a solar company updating the arrays, right, to a degree that that service is cloud. Then increasingly we remove from an agile development to a CICD environment, which you're shipping code to production every day. And so it's not just the developers, it's all the infrastructure to support the developers to run that service and that sort of stuff. I think that's also going to happen in a big way. >> When your customer base that you have now, and as you see evolving with in InfluxDB, is it that they're going to be writing more of the application or relying more on others? I mean obviously it's an open source component here. So when you bring in kind of old way, new way, old way was, I got a proprietary platform running all this IOT stuff, and I got to write, here's an application that's general purpose. I have some flexibility, somewhat brittle, maybe not a lot of robustness to it, but it does this job. >> A good way to think about this is- >> Versus new way which is what? >> So yeah a good way to think about this is what's the role of the developer/architect, CTO, that chain within a large, with an enterprise or a company. And so the way to think about is I started my career in the aerospace industry. And so when you look at what Boeing does to assemble a plane, they build very very few of the parts. Instead what they do is they assemble. They buy the wings, they buy the engines, they assemble, actually they don't buy the wings. That's the one thing, they buy the material for the wing. They build the wings 'cause there's a lot of tech in the wings, and they end up being assemblers, smart assemblers of what ends up being a flying airplane. Which is a pretty big deals even now. And so what happens with software people is, they have the ability to pull from you know, the best of the open source world. So they would pull a time series capability from us, then they would assemble that with potentially some ETL logic from somebody else. Or they'd assemble it with a Kafka interface to be able to stream the data in. And so they become very good integrators and assemblers but they become masters of that bespoke application. And I think that's where it goes 'cause you're not writing native code for everything. >> So they're more flexible, they have faster time to market 'cause they're assembling. >> Way faster. >> And they get to still maintain their core competency, AKA their wings in this case. >> They become increasingly not just coders but designers and developers. They become broadly builders is what we like to think of it. People who start and build stuff. By the way, this is not different than the people just up the road. Google have been doing for years or the tier one Amazon building all their own. >> Well, I think one of the things that's interesting is that this idea of a systems developing, a system architecture. I mean systems have consequences when you make changes. So when you have now cloud data center on-premise and edge working together, how does that work across the system? You can't have a wing that doesn't work with the other wing kind of thing. >> That's exactly, but that's where that Boeing or that airplane building analogy comes in. For us, we've really been thoughtful about that because IOT it's critical. So our open source edge has the same API as our cloud native stuff that has enterprise on prem edge. So our multiple products have the same API and they have a relationship with each other. They can talk with each other. So the builder builds it once. And so this is where, when you start thinking about the components that people have to use to build these services is that, you want to make sure at least that base layer, that database layer that those components talk to each other. >> So I'll have to ask you if I'm the customer, I put my customer hat on. Okay, hey, I'm dealing with a lot. >> Does that mean you have a PO for- >> (laughs) A big check, a blank check, if you can answer this question. >> Only if in tech. >> If you get the question right. I got all this important operation stuff, I got my factory, I got my self-driving cars, this isn't like trivial stuff, this is my business. How should I be thinking about time series? Because now I have to make these architectural decisions as you mentioned and it's going to impact my application development. So huge decision point for your customers. What should I care about the most? What's in it for me? Why is time series important? >> Yeah, that's a great question. So chances are, if you've got a business that was 20 years old or 25 years old, you were already thinking about time series. You probably didn't call it that, you built something on Oracle, or you built something on IBM's Db2, right, and you made it work within your system. Right, and so that's what you started building. So it's already out there, there are probably hundreds of millions of time series applications out there today. But as you start to think about this increasing need for real time, and you start to think about increasing intelligence, you think about optimizing those systems over time, I hate the word, but digital transformation. Then you start with time series, it's a foundational base layer for any system that you're going to build. There's no system I can think of where time series shouldn't be the foundational base layer. If you just want to store your data and just leave it there and then maybe look it up every five years, that's fine. That's not time series. Time series is when you're building a smarter more intelligent, more real time system. And the developers now know that. And so the more they play a role in building these systems the more obvious it becomes. >> And since I have a PO for you and a big check. >> Yeah. >> What's the value to me when I implement this? What's the end state? What's it look like when it's up and running? What's the value proposition for me? What's in it for me? >> So when it's up and running, you're able to handle the queries, the writing of the data, the down sampling of the data, the transforming it in near real time. So that the other dependencies that a system it gets for adjusting a solar array or trading energy off of a power wall or some sort of human genome, those systems work better. So time series is foundational. It's not like it's doing every action that's above, but it's foundational to build a really compelling intelligence system. I think that's what developers and architects are seeing now. >> Bottom line, final word, what's in it for the customer? What's your statement to the customer? What would you say to someone looking to do something in time series and edge? >> Yeah so it's pretty clear to us that if you're building, if you view yourself as being in the business of building systems, that you want 'em to be increasingly intelligent, self-healing autonomous. You want 'em to operate in real time, that you start from time series. But I also want to say what's in it for us, Influx. What's in it for us is, people are doing some amazing stuff. You know, I highlighted some of the energy stuff, some of the human genome, some of the healthcare, it's hard not to be proud or feel like, "Wow." >> Yeah. >> "Somehow I've been lucky, I've arrived at the right time, "in the right place with the right people "to be able to deliver on that." That's also exciting on our side of the equation. >> Yeah, it's critical infrastructure, critical of operations. >> Yeah. >> Great stuff. Evan thanks for coming on, appreciate this segment. All right, in a moment, Brian Gilmore director of IOT and emerging technology at InfluxData will join me. You're watching theCUBE, leader in tech coverage. Thanks for watching. (upbeat music)
SUMMARY :
the company behind InfluxDB. What is the story? And he basically, you know I joined the company in 2016, database, the one database And then you get the data lake, And so you get to these applications when you need real time. It's like having the feature for, Is that one of the use cases of sensors And so you get the dynamic InfluxDB, the time series, and that's on the consumer side. It's interesting the And so the developer, of the car, it's right there. So to degree that you is it that they're going to be And so the way to think they have faster time to market And they get to still By the way, this is not So when you have now cloud So our open source edge has the same API So I'll have to ask if you can answer this question. What should I care about the most? And so the more they play a for you and a big check. So that the other that you want 'em to be "in the right place with the right people critical of operations. Brian Gilmore director of IOT
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Evan Weaver & Eric Berg, Fauna | Cloud Native Insights
(bright upbeat music) >> Announcer: From theCUBE studios in Palo Alto in Boston, connecting with thought leaders around the globe, these are Cloud Native Insights. >> Hi, I'm Stu Miniman, the host of Cloud Native Insights. We talk about cloud native, we're talking about how customers can take advantage of the innovation and agility that's out there in the clouds, one of the undercurrents, not so hidden if you've been watching the program so far. We've talked a bit about serverless, say something that's helping remove the friction, allowed developers to take advantage of technology and definitely move really fast. So I'm really happy to welcome to the program, for coming from Fauna. First of all, I have the CTO and Co-founder, who's Evan Weaver. And also joining him is the new CEO Eric Berg. They said, both from Fauna, talking serverless, talking data as an API and talking the modern database. So first of all, thank you both for joining us. >> Thanks for having us Stu. >> Hi, good to be here. >> All right, so Evan, we're going to start with you. I love talking to founders always. If you could take us back a little bit, Fauna as a project first before it was a company, you of course were an early employee at Twitter. So if you could just bring us back a little bit, what created the Fauna project and bring us through a brief history if you would. >> So I was employee 15 and Twitter, I joined in 2008. And I had a database background, I was sort of a performance analyst and worked on Ruby on Rails sites at CNET networks with the team that went on to found GitHub actually. Now I went to Twitter 'cause I wanted Twitter the product to stay alive. And for no greater ambition than that. And I ended up running the back end engineering team there and building out all the distributed storage for the core business objects, tweets, timelines, the social graph, image storage, the cache, that kind of thing. And this was early in the cloud era. API's were new and weird. You couldn't get Amazon EC2 off the shelf easily. We were racking hardware and code ancient center. And there were no databases or platforms for data of any kind. They really let us the Twitter engineering team focus on building the product. And we did a lot of open source work there. Some of which has influenced Fauna, originally, Twitter's open source was hosted on the Fauna GitHub account, which predated Twitter like you mentioned. And I was there for four years build out the team, basically scaled the site, especially scaled the Twitter.com API. And we just never found a platform which was suitable for what we were trying to accomplish. Like a lot of what Twitter did was itself a platform. We had developers all over the world using the Twitter API to interact with tweets. And we're frustrated that we basically had to become specialists in data systems because there wasn't a data API, we can just build the product on. And ultimately, then data API that we wished we had, is now Fauna. >> Well, it's a story we've loved hearing. And it's fascinating one, is that the marketplace wasn't doing what we needed. Often open source is a piece of that, how do we scale that out? How do we build that? Realized that the problem that you have is what others have. And hey, maybe there's a company. So could you give us that transition, Fauna as a product, as a company, where was it understood that, hey, there's a lot of other people that can take advantage from some of the same tools that you needed before. >> I mean, we saw it in the developers working with the Twitter platform. We weren't like, your traditional database experiences, either manage cloud or on-prem, you have to administrate the machine, and you're responsible for its security and its availability and its location and backups and all that kind of thing. People building against Twitter's API weren't doing that. They're just using the web interface that we provided to them. It was our responsibility as a platform provider. We saw lots of successful companies being built on the API, but obviously, it was limited specifically to interacting with tweets. And we also saw peers from Twitter who went on to found companies, other people we knew in the startup scene, struggling to just get something out the door, because they had to do all this undifferentiated heavy lifting, which didn't contribute to their product at all, if they did succeed and they struggled with scalability problems and security problems and that kind of thing. And I think it's been a drag on the market overall, we're essentially, in cloud services. We're more or less built for the enterprise for mature and mid market and enterprise companies that already had resources to put behind these things, then wasn't sort of the cloud equivalent of the web, where individuals, people with fewer resources, people starting new projects, people doing more speculative work, which is what we originally and Jack was doing at Twitter, it just get going and build dynamic web applications. So I think the move to cloud kind of left this gap, which ultimately was starting to be filled with serverless, in particular, that we sort of backtracked from the productivity of the '90s with the lamp era, you can do everything on a single machine, nobody bothered you, you didn't have to pay anyone, just RPM install and you're good to go. To this Kubernetes, containers, cloud, multi site, multi region world where it's just too hard to get a basic product out the door and now serverless is sort of brought that around full circle, we see people building those products again, because the tools have probably matured. >> Well, Evan, I really appreciate you helping set the table. I think you've clearly articulated some of the big challenges we're seeing in the industry right now. Eric, I want to bring you into the conversation. So you relatively recently brought in as CEO, came from Okta a company that is also doing quite well. So give us if you could really the business opportunity here, serverless is not exactly the most mature market, there's a lot of interest excitement, we've been tracking it for years and see some good growth. But what brought you in and what do you see is that big opportunity. >> Yeah, absolutely, so the first thing I'll comment on is what, when I was looking for my next opportunity, what was really important is to, I think you can build some of the most interesting businesses and companies when there are significant technological shifts happening. Okta, which you mentioned, took advantage of the fact of SaaS application, really being adopted by enterprise, which back in 2009, wasn't an exactly a known thing. And similarly, when I look at Fauna, the move that Evan talked about, which is really the maturation of serverless. And therefore, that as an underpinning for a new type of applications is really just starting to take hold. And so then there creates opportunities that for a variety of different people in that stack that to build interesting businesses and obviously, the databases is an incredibly important part of that. And the other thing I've mentioned is that, a lot of people don't know this but there's a very good chunk of Okta's business, which is what they call their customer identity business, which is basically, servicing of identity is a set of API's that people can integrate into their applications. And you see a lot of enterprises using this as a part of their digital transformation effort. And so I was very familiar with that model and how prevalent, how much investment, how much aid was out there for customers, as every company becoming a software company and needing to rethink their business and build applications. And so you put those two trends together and you just see that serverless is going to be able to meet the needs of a lot of those companies. And as Evan mentioned, databases in general and traditionally have come with a lot of complexity from an operational perspective. And so when you look at the technology and some of the problems that Fauna has solved, in terms of really removing all of that operational burden when it comes to starting with and scaling a database, not only locally but globally. It's sort of a new, no brainer, everybody would love to have a database that scales, that is reliable and secure that they don't have to manage. >> Yeah, Eric, one follow up question for you. I think back a few years ago, you talked to companies and it's like, okay, database is the center of my business. It's a big expense. I have a team that works on it. There have been dealt so much change in the database market than most customers I talked to, is I have lots of solutions out there. I'm using Mongo, I've got Snowflake, Amazon has flavors of things I'm looking at. Snowflake just filed for their IPO, so we see the growth in the space. So maybe if you could just obviously serverless is a differentiation. There's a couple of solutions out there, like from Amazon or whether Aurora serverless solution but how does Fauna look to differentiate. Could you give us a little bit of kind of compared to the market out there? >> Sure, yeah, so at the high level, just to clarify, at the super high level for databases, there tends to be two types operational databases and then data warehouse which Snowflake is an example of a data warehouse. And as you probably already know, the former CEO of Snowflake is actually a chairman of Fauna. So Bob Muglia. So we have a lot of good insight into that business. But Fauna is very much on the operational database side. So the other half of that market, if you will, so really focused on being the core operational store for your application. And I think Evan mentioned it a little bit, there's been a lot of the transformation that's happened if we rewind all the way back to the early '90s, when it was Oracle, and Microsoft SQL Server were kind of the big players there. And then as those architectures basically hit limits, when it came to applications moving to the web, you had this whole rise in a lot of different no SQL solutions, but those solutions sort of gave up on some of the promises of a relational database in order to achieve some of the ability to scale in the performance required at the web. But we required then a little bit more sophistication, intelligence, in order to be able to basically create logic in your application that could make up for the fact that those databases didn't actually deliver on the promises of traditional relational databases. And so, enter Fauna and it's really sort of a combination of those two things, which is providing the trust, the security and reliability of a traditional relational database, but offering it as serverless, as we talked about, at the scale that you need it for a web application. And so it's a very interesting combination of those capabilities that we think, as Evan was talking about, allows people who don't have large DevOps teams or very sophisticated developers who can code around some of the limitations of these other databases, to really be able to use a database for what they're looking for. What I write to it is what I'm going to read from it and that we maintain that commitment and make that super easy. >> Yeah, it's important to know that the part of the reason that operational database, the database for mission critical business data has remained a cost center is because the conventional wisdom was that something like Fauna was impossible to build. People said, you literally cannot in information science create a global API for data which is transactional and consistent and suitable for relying on, for mission critical, user login, banking payments, user generated content, social graphs, internal IT data, anything that's irreplaceable. People said, there can be no general service that can do this ubiquitously a global internet scale, you have to do it specifically. So it's sort of like, we had no power company. Instead, you could call up Amazon, they drive a truck with a generator to your house and hook you up. And you're like, right on, I didn't have to like, install the generator myself. But like, it's not a good experience. It's still a pain in the neck, it's still specific to the location you're at. It's not getting utility computing from the cloud the way, it's been a dream for many decades that we get all our services through brokers and API's and the web and it's finally real with serverless. I want to emphasize that the Fauna it technology is new and novel. And based on and inspired by our experience at Twitter and also academic research with some of our advisors like Dr. Daniel Abadi. It's one of the things that attracted us, Snowflake chairman to our company that we'd solve groundbreaking problems in information science in the cloud, just the way Snowflakes had. >> Yeah, well and Evan, yeah please go on Eric. >> Yeah, I'm just going to have one thing to that, which is, in addition, I think when you think about Fauna and you mentioned MongoDB, I think they're one of a great examples of database companies over the last decade, who's been able to build a standalone business. And if you look at it from a business model perspective, the thing that was really successful for them is they didn't go into try to necessarily like, rip and replace in big database migrations, they started evolving with a new class of developers and new applications that were being developed and then rode that obviously into sort of a land and expand model into enterprises over time. And so when you think about Fauna from your business value proposition is harnessing the technological innovation that Evan talked about. And then combining this with a product that bottoms up developer first business motion that kind of rides this technological shift into you creating a presence in the database market over time. >> Well, Evan, I just want to go back to that, it's impossible comment that you made, a lot of people they learn about a technology and they feel that that's the way the technology works. Serverless is obviously often misunderstood from the name itself, too. We had a conversation with Andy Jassy, the CEO of AWS a couple years ago, and he said, "If I could rebuild AWS from the ground up today, "it would be using all serverless," that doesn't mean only lambda, but they're rebuilding a lot of their pieces underneath it. So I've looked at the container world and we're only starting the last year or so, talking about people using databases with Kubernetes and containers, so what is it that allows you to be able to have as you said, there's the consistency. So we're talking about acid there, not worry about things like cold starts, which are thing lots of people are concerned about when it comes to serverless and help us understand a little bit that what you do and the underlying technologies that you leverage. >> Yeah, databases are always the last to evolve because they're the riskiest to change and the hardest to build. And basically, through the cloud era, we've done this lift and shift of existing on premises solutions, especially with databases into cloud machines, but it's still the metaphor of the physical computer, which is the overriding unit of granularity mental concept, everything like you mentioned, containers, like we had machines then we had Vms, now we have containers, it's still a computer. And the database goes in that one computer, in one spot and it sits there and you got to talk to it. Wherever that is in the world, no matter how far away it is from you. And people said, well, the relational database is great. You can use locks within a single machine to make sure that you're not conflicting your data when you update it, you going to have transactionality, you can have serialize ability. What do you do, if you want to make that experience highly available at global scale? We went through a series of evolutions as an industry. From initially that the on-prem RDBMS to things like Google's percolator scheme, which essentially scales that up to data center scale and puts different parts of the traditional database on different physical machines on low latency links, but otherwise doesn't change the consistency properties, then to things like Google Spanner, which rely on synchronized atomic clocks to guarantee consistency. Well, not everyone has synchronized atomic clocks just lying around. And they're also, their issues with noisy neighbors and tenancy and things because you have to make sure that you can always read the clock in a consistent amount of time, not just have the time accurate in the first place. And Fauna is based on and inspired and evolved from an algorithm called Calvin, which came out of a buddy's lab at Yale. And what Calvin does is invert the traditional database relationship and say, instead of doing a bunch of work on the disk and then figuring out which transactions won by seeing what time it is, we will create a global pre determined order of transactions which is arbitrary by journaling them and replicating them. And then we will use that to essentially derive the time from the transactions which have already been committed to disk. And then once we know the order, we can say which one's won and didn't win and which happened before, happen after and present the appearance of consistency to all possible observers. And when this paper came out, it came out about a decade ago now I think, it was very opaque. There's a lot of kind of hand waving exercises left to the reader. Some scary statements about how wasn't suitable for things that in particular SQL requires. We met, my co-founder and I met as Fauna chief architect, he worked on my team at Twitter, at one of the database groups. We were building Fauna we were doing our market discovery or prototyping and we knew we needed to be a global API. We knew we needed low latency, high performance at global scale. We looked at Spanner and Spanner couldn't do it. But we found that this paper proposed a way that could and we can see based on our experience at Twitter that you could overcome all these obstacles which had made the paper overall being neglected by industry and it took us quite a while to implement it at industrial quality and scale, to qualify it with analysts and others, prove to the world that it was real. And Eric mentioned Mongo, we did a lot of work with Cassandra as well at Twitter, we're early in the Cassandra community. Like I wrote, the first tutorial for Cassandra where data stacks was founded. These vendors were telling people that you could not have transactionality and scale at the same time, and it was literally impossible. Then we had this incrementalism like things with Spanner. And it wasn't till Fauna that anyone had proved to the world that that just wasn't true. There was more marketing around their failure to solve the information science problem, than something fundamental. >> Eric, I'm wondering if you're able to share just order of magnitude, how many customers you have out there from a partnership standpoint, we'd like to understand a little bit how you work or fit into the public cloud ecosystems out there. I noticed that Alphabets General Venture Fund was one of the contributors to the last raise. And obviously, there's some underlying Google technology there. So if you could just customers and ecosystem. >> Yeah, so as I mentioned, we've had a very aggressive product lead developer go to market. And so we have 10s of thousands of people now on the service, using Fauna at different levels. And now we're focused on, how do we continue to build that momentum, again, going back to the model of focus on a developer lead model, really what we're focused on there is taking everything that Evan just talked about, which is real and very differentiated in terms of the real core tech in the back end and then combining that with a developer experience that makes it extremely easy to use and really, we think that's the magic in terms of what Fauna is bringing, so we got 10s of thousands of users and we got more signing up every day, coming to the service, we have an aggressive free plan there and then they can migrate up to higher paying plans as they consume over time. And the ecosystem, we're aggressively playing in the broader serverless ecosystem. So what we're looking at is as Evan mentioned, sometimes the databases is the last thing to change, it's also not necessarily the first thing that a developer starts from when they think about building their application or their website. And so we're plugging into the larger serverless ecosystem where people are making their choices about potentially their compute platform or maybe a development platform like I know you've talked to the folks over at JAMstack, sorry at Netlify and Purcell, who are big in the JAMstack community and providing really great workflows for new web and application developers on these platforms. And then at the compute layer, obviously, our Amazon, Google, Microsoft all have a serverless compute solution. CloudFlare is doing some really interesting things out at the edge. And so there's a variety of people up and down that stack, if you will, when people are thinking about this new generation of applications that we're plugging into to make sure that the Fauna is that the default database of choice. >> Wonderful, last question, Evan if I could, I love what I got somebody with your background. Talk about just so many different technologies maturing, give us a little bit as to some of the challenges you see serverless ecosystem, what's being attacked, what do we still need to work on? >> I mean, serverless is in the same place that Lamp was in the in the early '90s. We have the old conservatives ecosystem with the JAMstack players that Eric mentioned. We have closed proprietary ecosystems like the AWS stack or the Google Firebase stack. As to your point, Google has also invested in us so they're placing their bets widely. But it's seeing the same kind of criticism. That Lamp, the Linux, Apache, MySQL, PHP, Perl, it's not mature, it's a toy, no one will ever use this for real business. We can't switch from like DV2 or mumps to MySQL, like no one is doing that. The movement and the momentum in serverless is real. And the challenge now is for all the vendors in collaboration with the community of developers to mature the tools as those the products and applications being built on the new more productive stack also mature, so we have to keep ahead of our audience and make sure we start delivering and this is partly why Eric is here. Those those mid market and ultimately enterprise requirements so that business is built on top of Fauna today, can grow like Twitter did from small to giant. >> Yeah, I'd add on to that, this is reminiscent for me, back in 2009 at Okta, we were one of the early ISVs that built on in relied 100% on AWS. At that time there was still, it was very commonplace for people racking and stacking their own boxes and using Colo and we used to have conversations about I wonder how long it's going to be before we exceed the cost of this AWS thing and we go and run our own data centers. And that would be laughable to even consider today, right, no one would ever even think about that. And I think serverless is in a similar situation where the consumption model is very attractive to get started, some people sitting there, is it going to be too expensive as I scale. And as Evan mentioned, when we think about if you fast forward to kind of what the innovation that we can anticipate both technologically and economically it's just going to be the default model that people are going to wonder why they used to spend all these time managing these machines, if they don't have to. >> Evan and Eric, thank you so much, is great to hear the progress that you've made and big supporters, the serverless ecosystem, so excited to watch the progress there. Thanks so much. >> Thanks Stu. >> Thanks for having us Stu. >> All right and I'm Stu Miniman. Stay tuned. Every week we are putting out the Cloud Native Insights. Appreciate. Thank you for watching. (bright upbeat music)
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Evan Kirstel | Micron Insight 2019
>>live from San Francisco. It's the Q covering Micron Insight 2019 to You by Micron. >>We're back to Pier 27 in lovely San Francisco, Everybody. I'm Dave a lot with my co host, David Floy Er and you're watching the Cube, the leader and live tech coverage. Evan cursed Ellis here. He's a social digital influencer. First time in the Cube. Evan, Great to see you. >>Thanks for having me. First time's the best. >>You Very well. And it is beautiful. Out him in October is the best month in San Francisco. Way better way warmer than July. I mean, you live out here. Holy cow. All right, let's get right into it. You're just fresh off of mobile work. World Congress down in L. A. >>This morning. Yeah, five g on the brain's >>s. So what do we need to know about five g? You >>know, I think my big takeaway as an industry observer is that five g Israel, and it's now I mean, we've seen 5 10 years, maybe of hype, an expectation and marketing buzz and even spin. But I think we're now in the business of practical deployments, scaling rollouts of networks and that's, you know, as a industry observers, quite exciting. >>So what is five g mean for the average user? I mean, is it gonna be like going from dial up toe, high speed Internet or, you know, it's gonna be interesting. >>The average user, I think we'll experience, you know, like a 10 x increase in their current experience on mobile in terms of uploads and downloads and speed and Leighton see, And that kind of thing, which is super exciting, it's it's gonna blow people's mind. >>An ex stoked to get a 10 extra. When can I get this? >>It's when and it's where, right? I mean, if you look at how these networks are evolving, there are hundreds of thousands of small cells of base stations that have to be deployed naturally to get five G ubiquitous across the country. So it's it's when it's where it's how. But we're here. We're at the starting point and look for the next years and months ahead to see that riel attraction. >>If I look now when I travel around the country, I still have four G. I still have three g. I still have edge. I have a ll the old ones are still there, and it's taken forever, even just to get to 40. So isn't lesson. Isn't the rollout of this going to take a long time ago or 10 year horizon? >>I think, to get ubiquitous coverage indoor, outdoor, suburban, urban, rural It's going to take 10 years. But if you look at those hot spots that generate a lot of activity, whether it's, you know, indoor coverage in the Enterprise, whether it's, you know, the Bruins playing in Boston Garden I mean those air where five G is really going to come into play first and then it's going to sort of go outside of those urban dense areas. >>You mean like the fan experience in the fan experience in the venue >>is huge? I mean, if you go to any you know, baseball, basketball, football game, you know what the experience is like Pretty pretty bad, right? So horrible. So those kind of hot spots are ripe for five g like right away today. Now, >>so by the way, David, sometimes I get five g on my that's right, and I feel like it's fake. Five years like HD ready. What's that all about? Well, you know, >>these networks evolve, and so the carriers are maximizing for G, including biggest speed on four G and five. Gene is really if overlay to these existing networks. And so, as you get your next Samsung, you know five G enabled devices. Apple next year comes out with a five G iPad. You'll then begin to use. The service is as you use your existing device. >>Can you help us understand the fundamental architecture of five G? My understanding is it's, you know, no basis more distributed on. That's part of the reason why it's taking so long to roll out. But what do we need to know about that E? >>I think it's a brand new editor interface. So if you think about the current radio on for G, they reinvented the wheel with five G, which means you can support a huge number of endpoints of I o. T devices of wearables of home access points. And so it enables almost a 10 to 100 ex war devices in terms of scale. So while the end user may think this is business as usual, what's really happening on the network side is pretty revolutionary And once the networks are primed and built and ready, what's gonna be happening on the device side is gonna be really extraordinary. You're talking about a K A video on a mobile device or augmented reality through in new kinds of glasses. And so it's sort of a chicken and a little bit. You know what? She's gonna come first, the network or the incredible new devices. So we're seeing now the network's being put in place for those wave of devices, >>which makes sense. Device manufactures don't want over rotate into something that's not quite. >>But if you look at the network, it's you have to have a lot of device is very close to each other. I in my area that all these the holdings holding these hearings about radiation, everything else like that, which is never, never really a problem unless you're underneath. >>Yeah. I mean, there's a lot of fun, you know, fear, uncertainty around five G. >>Yeah, and I'm just the practical thing. You gotta have all of these lots of these very close in the The exposure to having a gap of some sort is pretty high. >>Yeah, I think it's an issue of frequencies as well. Right now, we're seeing very high frequency five deployed for those dense urban suburban areas. We're going to Seymour Spectrum rolled out next year. The FCC is putting out new auction so you'll see lower bit rate five g rolled out for suburban and rural areas. So it's a It's a work in progress, but the fact that we have first devices first silicon for software first networks. It's kind of a big inflection >>point, but some bumps. I'm inferring this ATT the back end. It could be a lot of machine to machine communications, so that's kind of sets up this whole coyote and an edge discussion. And of course, that means more data. What can you tell us about how that's going to affect really the amount of data and how we use that data? >>The data explosion is extraordinary. I mean, we experience this as early adopters here at the table every day, and so no one's ever said, you know, my network is fast enough is good enough, secure enough. There's always that insatiable appetite now, given the connected world in which we live. And so it's not just the network speed it's the input output of the device. I mean, we have Leighton see that frankly, from these networks operates at the speed of the human brain, you know, in in milliseconds, in terms of input output on the network. And so that's really gonna change the user experience to when the way you do gaming or collaboration or video conferencing video calls and all these service is we use today will be much more tuned to how we live and work. >>So dial upto high speed Internet obvious Are you want? I'll update you say you go back. I'm also I know remember this stuff But that was a significant change. Obvious step change, really a step function. Exactly. But subsequent to that it was I could doom. Or but it was just so much more data and acts were flowing through the network that it really didn't change the experience a little bit. Maybe, actually, you know, be careful. I watched the Patriots game on the plane on the NFL app on the way out here, which could probably have done a year or two ago, but so that was that's goodness. But generally speaking, the experience is substantially similar. Will you said a 10 X before? Will the user actually see a difference like that kind of dial up to high speed step function? Or is it going to be sort of a slow roll? >>I think the user will see a big a big improvement because of the efficiencies of the network and the way in which data is kind of throttled and limited. Today, with three and four for G networks, I think more interestingly, is how businesses and enterprises and sm bees will consume. Five g. I mean, there are a lot of antiquated networks out there, whether it's legacy wired Network, D S. L. Whether it's, you know, crappy WiFi that we all experience in hotel rooms, five g has the opportunity to come in and really displace all of that legacy crap that that's in our networks and give users in those enterprises hotels, venues, a brand new experience. And when's the last time you had a bad hotel? WiFi, for the idea of, of getting rid of a legacy network and delivering those high speed service is from a public network. It's her Private networking is a really exciting opportunity for the carriers and, really, for the B two B enterprise. >>Well, the technology suppliers are pumped about their pumped and their >>look at their profitability, their revenue, their sales. Everything's up. >>Well, the thing is that that is, the carriers, like you say they have no choice but to remain competitive. They have to consume. They have to spend more >>on what a great time in the mobile industry. I mean to be a consumer of devices and service is, I mean, the consumers that businesses are winning in this march. >>So tell us about Mobile World Congress. What was the vibe? It was >>very buzzy. I mean, there were lots of Rhea World applications on display, whether wearable devices for health care and hospital T applications. There were examples of remote controlled autonomous shipping and autonomous trucking monitored, supervised with five G. There were examples of vehicle to vehicle communications for accident, safety purposes being deployed in the next generation of cars baked in, and so five. He's gotten very practical. Now it's like, Okay, we've built this network, we have silicon, we have software we have storage memory out of we deploy it so is very focused on deployment usage and an application. >>If you take that one of automotive, for example, if you're a god, health and life on your If you If you can't guarantee that you've got connectivity toe, what's the value wouldn't do? For example, wouldn't you prefer vehicle to vehicle direct communication, as opposed to going outside to some much faster? >>Exactly. Exactly. And there's a new technology called vehicle Be two extra people vehicle standards that are being baked so that that's not funny. It's based on the five of the family of standards, and so one of the technologies within the five G family is vehicle to vehicle. Qualcomm's doing some amazing work there. And once the automobile manufacturers baked that technology into cars, the car manufacturers can then build in vehicle avoidance, vehicle collision technology and so forth. >>So I'm worried that was some talk about a I right? I mean, lots of talk that mobile world Congress, you're gonna hear a lot about here. What about the ecosystem that's emerging to support five G? There's gotta be a whole value chain specialized chips. I mean, obviously, micron, you know? Yeah, you know, the >>whole supply chain has to come together and Micron powering all of these devices with memory and storage to the application developers to the O E ems to the network providers. And so that ecosystem is getting really baked, fully baked and and integrated. And that was on display at MWC, too. So all these things are coming together, and I think it's pretty exciting. As a long time skeptic like yourself. I saw some real world. >>I say, I'm excited about it. I just I'm just not holding my breath. Don't >>hold your breath. Not >>recommended weight. That's great, Evan. Thanks very much for coming in. Thanks so much. Appreciate your insights. Thanks so much. Thank you for watching. Keep it right there. But it will be back from Micron Insight 2019 from San Francisco. You're watching the Cube?
SUMMARY :
It's the Q covering We're back to Pier 27 in lovely San Francisco, Everybody. Thanks for having me. I mean, you live out here. Yeah, five g on the brain's s. So what do we need to know about five g? you know, as a industry observers, quite exciting. up toe, high speed Internet or, you know, it's gonna be interesting. The average user, I think we'll experience, you know, like a 10 x increase in their An ex stoked to get a 10 extra. I mean, if you look at how these networks are evolving, Isn't the rollout of this going to take a long time ago or 10 year horizon? of activity, whether it's, you know, indoor coverage in the Enterprise, whether it's, I mean, if you go to any you know, baseball, basketball, football game, Well, you know, And so, as you get your next Samsung, My understanding is it's, you know, no basis more distributed on. So if you think about the current radio which makes sense. But if you look at the network, it's you have to have a lot of device is very close to each in the The exposure to having a gap of some sort is pretty high. but the fact that we have first devices first silicon for software first networks. What can you tell us about how that's going to affect really the amount here at the table every day, and so no one's ever said, you know, my network is fast enough is So dial upto high speed Internet obvious Are you want? the opportunity to come in and really displace all of that legacy crap that that's look at their profitability, their revenue, their sales. Well, the thing is that that is, the carriers, like you say they have no choice but to remain competitive. I mean to be a consumer of devices So tell us about Mobile World Congress. I mean, there were lots of Rhea World applications on display, It's based on the five of the family I mean, obviously, micron, you know? And so that ecosystem is getting really baked, fully baked and and integrated. I just I'm just not holding my breath. hold your breath. Thank you for watching.
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Evan Kaplan, InfluxData | CUBEConversation, Sept 2018
(intense orchestral music) >> Hey welcome back everybody, Jeff Frick here with theCUBE We are taking a short break from the madness of the conference season to do some CUBE Conversations here in the Palo Alto studio, which we always like to do and meet new people, and hear new stories, learn about new companies. And today we've got a new company, we've never had 'em on theCUBE before, it's Evan Kaplan, he's the CEO of InluxData. Evan, great to see you. >> Yeah, hey thanks for having me. >> Absolutely. So for people that aren't familiar with the company, give 'em kind of the 101 on Influx. >> Yeah so, InfluxData is an opensource platform for collecting metrics and events at scale. The company is about almost four years old, has a large selection of tier one customers, is broadly accepted by developers as the number one time-series platform out there, so. >> So a lot of people talk about collecting data, so we've been doing Splunk since 2012, and, they really found something interesting on log files, and took it a whole 'nother level, so there's a lot of people that are capturing events. So what do you guys do that's a little bit different, how are you slicing and dicing this opportunity? >> Yeah, to put this is even in the broader context of what we're looking at is the 20 year break-up of the Oracle, DB2 and Formex franchise that dominated and relational databases were the answer to all problems and so if you look at a company like Splunk working on logs, they optimized a platform for those logs, for that data set, Elastic also, really interesting space. I think our innovation has been in saying "Hey, where the world's going, where all of these complex systems are going?" Particularly IoT, is to real-time view of the data and so, rather than collect verbose logs, historical views of the data and things like that, real system operators, real developers and builders want to instrument their applications, their infrastructure, so you can view 'em in real time. The place where the rubber hits the road is IoT. Sensors spit out metrics and events, period, full stop. And so if you want to be performant in how you handle, your instrumentation of the physical world, and how you do your machine learning, and how you want to manage these systems, you use a fundamentally time-series based database. As opposed to Splunk or Elastic or, which are primarily search-based databases. >> And are you primarily capturing and standardizing the data to feed other analytics tools, or do you have the whole suite, where you're doing some of the analytics as well? >> Yeah, such a great question. So, the fundamental platform is called the TICK Stack, and it stands for Telegraf which is a collector, which has about 200 different collectors that sit out there in the world and collect everything from SNMP data, to Oracle data, to application, to micro-service data, to Kubernetes, to that sort of stuff. There's Influx, which is the DB, which is highly optimized for millions and millions of writes a second, so collecting data points and samples. There's Chronograf which is the visualization engine and so, it allows you as soon as the data comes input you can see how it's graphed, see it on time-series oriented graphing, and then there's Kapacitor which takes action on the data. What we don't do is the super high sophisticated analytics. There are lots of companies in Silicon Valley who take our data, pump it up, and then we put it back on the platform to build a control loop for it. >> Right. So when the Kapacitor, does your application then take action on those things? >> Yes. Yeah, so, it'd do everything from alerting, to sending out another machine request, to spinning up a new Kubernetes pod, to basically scaling the application, self healing. >> Right. So does it fit in between a lot of those other types of applications that are sending off notifications, and those types of things? >> Yes, yeah. so you're in between? >> And usually, we're instrumented the way a standard developer, or an architect or CTO does is they look at a complex application, or a complex set of sensors, they instrument with Influx and Telegraf, and collect that data, they view it in real time, and then they build control loops, automation loops, to make that easier so when you see a problem, it's got a tolerance you can self adjust for. So it's the beginning of kind of the self-healing system. >> Okay, and I know that Telegraf is definitely opensource, are the other three? >> All four are open-source All four are open-source. >> Everything, in our world, everything for a developer is free, so, and a single note of Influx can handle a couple million writes a second, which is really really performant to run in production. Where our business model is, where we make money is, our closed source clustering, sharding, distributing the database, if you decide you want to run highly available in the production environment, you would buy our closed-source stuff. We have about 430 customers who run our closed source stuff on top of the opensource. >> So, it is kind of like a MapR to Hadoop if you will, where, you know, it's built on, built on the opensource, and then they've got their proprietary stuff kind of wrapped around it, almost like an open core? Or is that a? >> Yeah, it's a little It's a little different than the normal Hadoop stuff. One is, our stuff doesn't have any external dependencies. It can work with other third party projects, but just, it's a platform onto itself, there aren't 25 projects. There are four different projects, we own them all, they come across as a single binary, and it's not part of Apache. >> So they're integrated So the TICK is the full TICK >> Yes, and then you put the clustering on top. So there's some similarity, but not being part of Apache, we can control and keep clean what that experience is. And we're about, the thing that's been most successful for us is, well Paul our founder who is my partner, it's called time to awesome, the idea that a developer in 10 minutes can very quickly be up and instrumenting an application or a set of sensors, and see that data pouring in within 10 minutes from going to the site and downloading the opensource. >> So it's interesting, the giant opportunity is really around IoT, just in terms of the explosion of the sensor data, and we see that coming, and we were at AT&T show a couple weeks ago, talking about 5G which is, slowly, slowly coming down the road, (Evan laughs) they've got the standards fixed. But in terms of the, you said the shorter term, nobody has budget, I always like to joke, nobody has budget for a new platform, they do have budget for new applications, because they've got real problems. So you said you're seeing, your main success now, your go to market application, is around application monitoring? Would that be accurate, or what is kind of your? >> Yeah, there are two broad things, and they're both very similar technology as a service. One is the central monitoring stuff so, Tesla's Power Wall, Seimens' Windmills, a variety of solar companies build Telegraf into their platforms and then use InluxData to collect and store that information and analyze it. On the software side, people like IBM's Cloud Service running their network and their fabric, SAP with Ariba, Cisco with all their collaboration stuff, they instrument their software applications. And that's the idea is it's a general purpose platform for collecting and instrumenting instrumenting the applications or the sensors, either one, or both. >> Okay, and so what are you guys working on now, what's next, kind of raise the profile, get some new stuff >> Yeah, so we are-- before the whole IoT thing completely explodes, we're not quite there yet but it's coming down the pike. >> But we're starting to see it really happen, so that's really exciting for us. And this is just a really, really big market, it's certainly a super set of the log market, it should be. As you think about just the instrumentation of the physical world, how much instrumentation is going on, your clothes, your cars, your homes, your industrial devices, my watch, how much sensor data there is. We think this is a tremendously large market, so we're doing a couple of things. One is, we're about to introduce a new language for querying these kinds of time-series data that's going to be opensource, that a bunch of other people can use with their data stores. We're rolling out a new API-driven service, so that people can store these things directly in the could natively, so all they have to do is know our API. So we're really trying to push from the technology limit we're a product-driven company, and so, and an opensource-driven company, so we're trying to push that, that community is super important to us. >> It's so wild to me, the opportunity to have a closed feedback loop between someone's product back to the barn, you're barely starting to see it, Tesla obviously, is a good example, they're slowly seeing it in other places. But what a fundamental change in manufacturing, from building a product, making some assumptions about use, shipping that product to your distribution, and then, maybe you get some feedback now an then, versus actually monitoring the way that that thing is actually used by your end user, whether it's a product like a car, or even a software application, as you're rolling out all these different apps and features in the apps, how are people using it, are they using it? Where do you double down, where do you back off? And that loop has not really been >> That's pretty insightful. >> opened up very wide. Yeah, no it's just starting to open up, and that whole notion of product telemetry, my prediction is is that, as development teams grow and things like that, you're going to have telemetry experts, people are going to be specializing. How do you instrument these products so you get maximum engagement, and usage, and things like that? So I think that's pretty insightful on your part. If you think about it from a systems point of view, right? Instrumentation is first. You can't do anything 'til you instrument, whether it's telemetry from a product, it's the engagement or this. So instrumentation is first, visibility in real time is second. So observability is the big thought in systems application and building now, this notion of observing your system in real time, because you don't know, apriori, it's impossible to know a complex system, how it's going to behave, then it's automation, right? So like, okay now I can see these behaviors, how do I automate something that makes the experience for you, the user, better? But lastly, we can see this with self-driving cars, it's autonomy. It's the idea that the system becomes self-healing, and AI, and those sorts of things, but that's kind of the last step. There's a lot of learning in that process to get there. >> And it has to be automated because at scale there's no way for people to keep up with this stuff, and then how do you separate signal from noise and how do you know what to do? So you've got to automate a whole bunch of this. >> And you know if we had an aspiration it would be we're not going to write the applications that do these things but what we want to do is be that system of record so that people have a really efficient, effective metrics and events store so they can really track and keep track of all that engagement. Time-stamped data, for lack of a better way to say it. >> It sounds like you're in a pretty good space, Evan. >> Pretty excited (chuckles), thank you. Thanks for saying that, but yeah, we're pretty excited. >> Alright, well thanks for taking a few minutes out of your day and sharing the story, we look forward to watching the journey. >> Yeah. Thanks man. Alright, take care. >> Alright, thanks. He's Evan, I'm Jeff, you're watching theCUBE. We're having a CUBE Conversation in Palo Alto, we'll see you next time, thanks for watching. (intense orchestral music)
SUMMARY :
it's Evan Kaplan, he's the CEO of InluxData. So for people that aren't familiar with the company, is broadly accepted by developers as the number one So what do you guys do and so if you look at a company like Splunk working on logs, and then there's Kapacitor which takes action on the data. So when the Kapacitor, to basically scaling the application, self healing. and those types of things? so you're in between? So it's the beginning of kind of the self-healing system. All four are open-source in the production environment, It's a little different than the normal Hadoop stuff. Yes, and then you put the clustering on top. So you said you're seeing, And that's the idea is it's a general purpose platform before the whole IoT thing completely explodes, so all they have to do is know our API. the opportunity to have a closed feedback loop between There's a lot of learning in that process to get there. and then how do you separate signal from noise and And you know if we had an aspiration it would be Thanks for saying that, but yeah, we're pretty excited. and sharing the story, Alright, take care. we'll see you next time,
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Joseph Nelson, Roboflow | Cube Conversation
(gentle music) >> Hello everyone. Welcome to this CUBE conversation here in Palo Alto, California. I'm John Furrier, host of theCUBE. We got a great remote guest coming in. Joseph Nelson, co-founder and CEO of RoboFlow hot startup in AI, computer vision. Really interesting topic in this wave of AI next gen hitting. Joseph, thanks for coming on this CUBE conversation. >> Thanks for having me. >> Yeah, I love the startup tsunami that's happening here in this wave. RoboFlow, you're in the middle of it. Exciting opportunities, you guys are in the cutting edge. I think computer vision's been talked about more as just as much as the large language models and these foundational models are merging. You're in the middle of it. What's it like right now as a startup and growing in this new wave hitting? >> It's kind of funny, it's, you know, I kind of describe it like sometimes you're in a garden of gnomes. It's like we feel like we've got this giant headstart with hundreds of thousands of people building with computer vision, training their own models, but that's a fraction of what it's going to be in six months, 12 months, 24 months. So, as you described it, a wave is a good way to think about it. And the wave is still building before it gets to its full size. So it's a ton of fun. >> Yeah, I think it's one of the most exciting areas in computer science. I wish I was in my twenties again, because I would be all over this. It's the intersection, there's so many disciplines, right? It's not just tech computer science, it's computer science, it's systems, it's software, it's data. There's so much aperture of things going on around your world. So, I mean, you got to be batting all the students away kind of trying to get hired in there, probably. I can only imagine you're hiring regiment. I'll ask that later, but first talk about what the company is that you're doing. How it's positioned, what's the market you're going after, and what's the origination story? How did you guys get here? How did you just say, hey, want to do this? What was the origination story? What do you do and how did you start the company? >> Yeah, yeah. I'll give you the what we do today and then I'll shift into the origin. RoboFlow builds tools for making the world programmable. Like anything that you see should be read write access if you think about it with a programmer's mind or legible. And computer vision is a technology that enables software to be added to these real world objects that we see. And so any sort of interface, any sort of object, any sort of scene, we can interact with it, we can make it more efficient, we can make it more entertaining by adding the ability for the tools that we use and the software that we write to understand those objects. And at RoboFlow, we've empowered a little over a hundred thousand developers, including those in half the Fortune 100 so far in that mission. Whether that's Walmart understanding the retail in their stores, Cardinal Health understanding the ways that they're helping their patients, or even electric vehicle manufacturers ensuring that they're making the right stuff at the right time. As you mentioned, it's early. Like I think maybe computer vision has touched one, maybe 2% of the whole economy and it'll be like everything in a very short period of time. And so we're focused on enabling that transformation. I think it's it, as far as I think about it, I've been fortunate to start companies before, start, sell these sorts of things. This is the last company I ever wanted to start and I think it will be, should we do it right, the world's largest in riding the wave of bringing together the disparate pieces of that technology. >> What was the motivating point of the formation? Was it, you know, you guys were hanging around? Was there some catalyst? What was the moment where it all kind of came together for you? >> You know what's funny is my co-founder, Brad and I, we were making computer vision apps for making board games more fun to play. So in 2017, Apple released AR kit, augmented reality kit for building augmented reality applications. And Brad and I are both sort of like hacker persona types. We feel like we don't really understand the technology until we build something with it and so we decided that we should make an app that if you point your phone at a Sudoku puzzle, it understands the state of the board and then it kind of magically fills in that experience with all the digits in real time, which totally ruins the game of Sudoku to be clear. But it also just creates this like aha moment of like, oh wow, like the ability for our pocket devices to understand and see the world as good or better than we can is possible. And so, you know, we actually did that as I mentioned in 2017, and the app went viral. It was, you know, top of some subreddits, top of Injure, Reddit, the hacker community as well as Product Hunt really liked it. So it actually won Product Hunt AR app of the year, which was the same year that the Tesla model three won the product of the year. So we joked that we share an award with Elon our shared (indistinct) But frankly, so that was 2017. RoboFlow wasn't incorporated as a business until 2019. And so, you know, when we made Magic Sudoku, I was running a different company at the time, Brad was running a different company at the time, and we kind of just put it out there and were excited by how many people liked it. And we assumed that other curious developers would see this inevitable future of, oh wow, you know. This is much more than just a pedestrian point your phone at a board game. This is everything can be seen and understood and rewritten in a different way. Things like, you know, maybe your fridge. Knowing what ingredients you have and suggesting recipes or auto ordering for you, or we were talking about some retail use cases of automated checkout. Like anything can be seen and observed and we presume that that would kick off a Cambrian explosion of applications. It didn't. So you fast forward to 2019, we said, well we might as well be the guys to start to tackle this sort of problem. And because of our success with board games before, we returned to making more board game solving applications. So we made one that solves Boggle, you know, the four by four word game, we made one that solves chess, you point your phone at a chess board and it understands the state of the board and then can make move recommendations. And each additional board game that we added, we realized that the tooling was really immature. The process of collecting images, knowing which images are actually going to be useful for improving model performance, training those models, deploying those models. And if we really wanted to make the world programmable, developers waiting for us to make an app for their thing of interest is a lot less efficient, less impactful than taking our tool chain and releasing that externally. And so, that's what RoboFlow became. RoboFlow became the internal tools that we used to make these game changing applications readily available. And as you know, when you give developers new tools, they create new billion dollar industries, let alone all sorts of fun hobbyist projects along the way. >> I love that story. Curious, inventive, little radical. Let's break the rules, see how we can push the envelope on the board games. That's how companies get started. It's a great story. I got to ask you, okay, what happens next? Now, okay, you realize this new tooling, but this is like how companies get built. Like they solve their own problem that they had 'cause they realized there's one, but then there has to be a market for it. So you actually guys knew that this was coming around the corner. So okay, you got your hacker mentality, you did that thing, you got the award and now you're like, okay, wow. Were you guys conscious of the wave coming? Was it one of those things where you said, look, if we do this, we solve our own problem, this will be big for everybody. Did you have that moment? Was that in 2019 or was that more of like, it kind of was obvious to you guys? >> Absolutely. I mean Brad puts this pretty effectively where he describes how we lived through the initial internet revolution, but we were kind of too young to really recognize and comprehend what was happening at the time. And then mobile happened and we were working on different companies that were not in the mobile space. And computer vision feels like the wave that we've caught. Like, this is a technology and capability that rewrites how we interact with the world, how everyone will interact with the world. And so we feel we've been kind of lucky this time, right place, right time of every enterprise will have the ability to improve their operations with computer vision. And so we've been very cognizant of the fact that computer vision is one of those groundbreaking technologies that every company will have as a part of their products and services and offerings, and we can provide the tooling to accelerate that future. >> Yeah, and the developer angle, by the way, I love that because I think, you know, as we've been saying in theCUBE all the time, developer's the new defacto standard bodies because what they adopt is pure, you know, meritocracy. And they pick the best. If it's sell service and it's good and it's got open source community around it, its all in. And they'll vote. They'll vote with their code and that is clear. Now I got to ask you, as you look at the market, we were just having this conversation on theCUBE in Barcelona at recent Mobile World Congress, now called MWC, around 5G versus wifi. And the debate was specifically computer vision, like facial recognition. We were talking about how the Cleveland Browns were using facial recognition for people coming into the stadium they were using it for ships in international ports. So the question was 5G versus wifi. My question is what infrastructure or what are the areas that need to be in place to make computer vision work? If you have developers building apps, apps got to run on stuff. So how do you sort that out in your mind? What's your reaction to that? >> A lot of the times when we see applications that need to run in real time and on video, they'll actually run at the edge without internet. And so a lot of our users will actually take their models and run it in a fully offline environment. Now to act on that information, you'll often need to have internet signal at some point 'cause you'll need to know how many people were in the stadium or what shipping crates are in my port at this point in time. You'll need to relay that information somewhere else, which will require connectivity. But actually using the model and creating the insights at the edge does not require internet. I mean we have users that deploy models on underwater submarines just as much as in outer space actually. And those are not very friendly environments to internet, let alone 5g. And so what you do is you use an edge device, like an Nvidia Jetson is common, mobile devices are common. Intel has some strong edge devices, the Movidius family of chips for example. And you use that compute that runs completely offline in real time to process those signals. Now again, what you do with those signals may require connectivity and that becomes a question of the problem you're solving of how soon you need to relay that information to another place. >> So, that's an architectural issue on the infrastructure. If you're a tactical edge war fighter for instance, you might want to have highly available and maybe high availability. I mean, these are words that mean something. You got storage, but it's not at the edge in real time. But you can trickle it back and pull it down. That's management. So that's more of a business by business decision or environment, right? >> That's right, that's right. Yeah. So I mean we can talk through some specifics. So for example, the RoboFlow actually powers the broadcaster that does the tennis ball tracking at Wimbledon. That runs completely at the edge in real time in, you know, technically to track the tennis ball and point the camera, you actually don't need internet. Now they do have internet of course to do the broadcasting and relay the signal and feeds and these sorts of things. And so that's a case where you have both edge deployment of running the model and high availability act on that model. We have other instances where customers will run their models on drones and the drone will go and do a flight and it'll say, you know, this many residential homes are in this given area, or this many cargo containers are in this given shipping yard. Or maybe we saw these environmental considerations of soil erosion along this riverbank. The model in that case can run on the drone during flight without internet, but then you only need internet once the drone lands and you're going to act on that information because for example, if you're doing like a study of soil erosion, you don't need to be real time. You just need to be able to process and make use of that information once the drone finishes its flight. >> Well I can imagine a zillion use cases. I heard of a use case interview at a company that does computer vision to help people see if anyone's jumping the fence on their company. Like, they know what a body looks like climbing a fence and they can spot it. Pretty easy use case compared to probably some of the other things, but this is the horizontal use cases, its so many use cases. So how do you guys talk to the marketplace when you say, hey, we have generative AI for commuter vision. You might know language models that's completely different animal because vision's like the world, right? So you got a lot more to do. What's the difference? How do you explain that to customers? What can I build and what's their reaction? >> Because we're such a developer centric company, developers are usually creative and show you the ways that they want to take advantage of new technologies. I mean, we've had people use things for identifying conveyor belt debris, doing gas leak detection, measuring the size of fish, airplane maintenance. We even had someone that like a hobby use case where they did like a specific sushi identifier. I dunno if you know this, but there's a specific type of whitefish that if you grew up in the western hemisphere and you eat it in the eastern hemisphere, you get very sick. And so there was someone that made an app that tells you if you happen to have that fish in the sushi that you're eating. But security camera analysis, transportation flows, plant disease detection, really, you know, smarter cities. We have people that are doing curb management identifying, and a lot of these use cases, the fantastic thing about building tools for developers is they're a creative bunch and they have these ideas that if you and I sat down for 15 minutes and said, let's guess every way computer vision can be used, we would need weeks to list all the example use cases. >> We'd miss everything. >> And we'd miss. And so having the community show us the ways that they're using computer vision is impactful. Now that said, there are of course commercial industries that have discovered the value and been able to be out of the gate. And that's where we have the Fortune 100 customers, like we do. Like the retail customers in the Walmart sector, healthcare providers like Medtronic, or vehicle manufacturers like Rivian who all have very difficult either supply chain, quality assurance, in stock, out of stock, anti-theft protection considerations that require successfully making sense of the real world. >> Let me ask you a question. This is maybe a little bit in the weeds, but it's more developer focused. What are some of the developer profiles that you're seeing right now in terms of low-hanging fruit applications? And can you talk about the academic impact? Because I imagine if I was in school right now, I'd be all over it. Are you seeing Master's thesis' being worked on with some of your stuff? Is the uptake in both areas of younger pre-graduates? And then inside the workforce, What are some of the devs like? Can you share just either what their makeup is, what they work on, give a little insight into the devs you're working with. >> Leading developers that want to be on state-of-the-art technology build with RoboFlow because they know they can use the best in class open source. They know that they can get the most out of their data. They know that they can deploy extremely quickly. That's true among students as you mentioned, just as much as as industries. So we welcome students and I mean, we have research grants that will regularly support for people to publish. I mean we actually have a channel inside our internal slack where every day, more student publications that cite building with RoboFlow pop up. And so, that helps inspire some of the use cases. Now what's interesting is that the use case is relatively, you know, useful or applicable for the business or the student. In other words, if a student does a thesis on how to do, we'll say like shingle damage detection from satellite imagery and they're just doing that as a master's thesis, in fact most insurance businesses would be interested in that sort of application. So, that's kind of how we see uptick and adoption both among researchers who want to be on the cutting edge and publish, both with RoboFlow and making use of open source tools in tandem with the tool that we provide, just as much as industry. And you know, I'm a big believer in the philosophy that kind of like what the hackers are doing nights and weekends, the Fortune 500 are doing in a pretty short order period of time and we're experiencing that transition. Computer vision used to be, you know, kind of like a PhD, multi-year investment endeavor. And now with some of the tooling that we're working on in open source technologies and the compute that's available, these science fiction ideas are possible in an afternoon. And so you have this idea of maybe doing asset management or the aerial observation of your shingles or things like this. You have a few hundred images and you can de-risk whether that's possible for your business today. So there's pretty broad-based adoption among both researchers that want to be on the state of the art, as much as companies that want to reduce the time to value. >> You know, Joseph, you guys and your partner have got a great front row seat, ground floor, presented creation wave here. I'm seeing a pattern emerging from all my conversations on theCUBE with founders that are successful, like yourselves, that there's two kind of real things going on. You got the enterprises grabbing the products and retrofitting into their legacy and rebuilding their business. And then you have startups coming out of the woodwork. Young, seeing greenfield or pick a specific niche or focus and making that the signature lever to move the market. >> That's right. >> So can you share your thoughts on the startup scene, other founders out there and talk about that? And then I have a couple questions for like the enterprises, the old school, the existing legacy. Little slower, but the startups are moving fast. What are some of the things you're seeing as startups are emerging in this field? >> I think you make a great point that independent of RoboFlow, very successful, especially developer focused businesses, kind of have three customer types. You have the startups and maybe like series A, series B startups that you're building a product as fast as you can to keep up with them, and they're really moving just as fast as as you are and pulling the product out at you for things that they need. The second segment that you have might be, call it SMB but not enterprise, who are able to purchase and aren't, you know, as fast of moving, but are stable and getting value and able to get to production. And then the third type is enterprise, and that's where you have typically larger contract value sizes, slower moving in terms of adoption and feedback for your product. And I think what you see is that successful companies balance having those three customer personas because you have the small startups, small fast moving upstarts that are discerning buyers who know the market and elect to build on tooling that is best in class. And so you basically kind of pass the smell test of companies who are quite discerning in their purchases, plus are moving so quick they're pulling their product out of you. Concurrently, you have a product that's enterprise ready to service the scalability, availability, and trust of enterprise buyers. And that's ultimately where a lot of companies will see tremendous commercial success. I mean I remember seeing the Twilio IPO, Uber being like a full 20% of their revenue, right? And so there's this very common pattern where you have the ability to find some of those upstarts that you make bets on, like the next Ubers of the world, the smaller companies that continue to get developed with the product and then the enterprise whom allows you to really fund the commercial success of the business, and validate the size of the opportunity in market that's being creative. >> It's interesting, there's so many things happening there. It's like, in a way it's a new category, but it's not a new category. It becomes a new category because of the capabilities, right? So, it's really interesting, 'cause that's what you're talking about is a category, creating. >> I think developer tools. So people often talk about B to B and B to C businesses. I think developer tools are in some ways a third way. I mean ultimately they're B to B, you're selling to other businesses and that's where your revenue's coming from. However, you look kind of like a B to C company in the ways that you measure product adoption and kind of go to market. In other words, you know, we're often tracking the leading indicators of commercial success in the form of usage, adoption, retention. Really consumer app, traditionally based metrics of how to know you're building the right stuff, and that's what product led growth companies do. And then you ultimately have commercial traction in a B to B way. And I think that that actually kind of looks like a third thing, right? Like you can do these sort of funny zany marketing examples that you might see historically from consumer businesses, but yet you ultimately make your money from the enterprise who has these de-risked high value problems you can solve for them. And I selfishly think that that's the best of both worlds because I don't have to be like Evan Spiegel, guessing the next consumer trend or maybe creating the next consumer trend and catching lightning in a bottle over and over again on the consumer side. But I still get to have fun in our marketing and make sort of fun, like we're launching the world's largest game of rock paper scissors being played with computer vision, right? Like that's sort of like a fun thing you can do, but then you can concurrently have the commercial validation and customers telling you the things that they need to be built for them next to solve commercial pain points for them. So I really do think that you're right by calling this a new category and it really is the best of both worlds. >> It's a great call out, it's a great call out. In fact, I always juggle with the VC. I'm like, it's so easy. Your job is so easy to pick the winners. What are you talking about its so easy? I go, just watch what the developers jump on. And it's not about who started, it could be someone in the dorm room to the boardroom person. You don't know because that B to C, the C, it's B to D you know? You know it's developer 'cause that's a human right? That's a consumer of the tool which influences the business that never was there before. So I think this direct business model evolution, whether it's media going direct or going direct to the developers rather than going to a gatekeeper, this is the reality. >> That's right. >> Well I got to ask you while we got some time left to describe, I want to get into this topic of multi-modality, okay? And can you describe what that means in computer vision? And what's the state of the growth of that portion of this piece? >> Multi modality refers to using multiple traditionally siloed problem types, meaning text, image, video, audio. So you could treat an audio problem as only processing audio signal. That is not multimodal, but you could use the audio signal at the same time as a video feed. Now you're talking about multi modality. In computer vision, multi modality is predominantly happening with images and text. And one of the biggest releases in this space is actually two years old now, was clip, contrastive language image pre-training, which took 400 million image text pairs and basically instead of previously when you do classification, you basically map every single image to a single class, right? Like here's a bunch of images of chairs, here's a bunch of images of dogs. What clip did is used, you can think about it like, the class for an image being the Instagram caption for the image. So it's not one single thing. And by training on understanding the corpora, you basically see which words, which concepts are associated with which pixels. And this opens up the aperture for the types of problems and generalizability of models. So what does this mean? This means that you can get to value more quickly from an existing trained model, or at least validate that what you want to tackle with a computer vision, you can get there more quickly. It also opens up the, I mean. Clip has been the bedrock of some of the generative image techniques that have come to bear, just as much as some of the LLMs. And increasingly we're going to see more and more of multi modality being a theme simply because at its core, you're including more context into what you're trying to understand about the world. I mean, in its most basic sense, you could ask yourself, if I have an image, can I know more about that image with just the pixels? Or if I have the image and the sound of when that image was captured or it had someone describe what they see in that image when the image was captured, which one's going to be able to get you more signal? And so multi modality helps expand the ability for us to understand signal processing. >> Awesome. And can you just real quick, define clip for the folks that don't know what that means? >> Yeah. Clip is a model architecture, it's an acronym for contrastive language image pre-training and like, you know, model architectures that have come before it captures the almost like, models are kind of like brands. So I guess it's a brand of a model where you've done these 400 million image text pairs to match up which visual concepts are associated with which text concepts. And there have been new releases of clip, just at bigger sizes of bigger encoding's, of longer strings of texture, or larger image windows. But it's been a really exciting advancement that OpenAI released in January, 2021. >> All right, well great stuff. We got a couple minutes left. Just I want to get into more of a company-specific question around culture. All startups have, you know, some sort of cultural vibe. You know, Intel has Moore's law doubles every whatever, six months. What's your culture like at RoboFlow? I mean, if you had to describe that culture, obviously love the hacking story, you and your partner with the games going number one on Product Hunt next to Elon and Tesla and then hey, we should start a company two years later. That's kind of like a curious, inventing, building, hard charging, but laid back. That's my take. How would you describe the culture? >> I think that you're right. The culture that we have is one of shipping, making things. So every week each team shares what they did for our customers on a weekly basis. And we have such a strong emphasis on being better week over week that those sorts of things compound. So one big emphasis in our culture is getting things done, shipping, doing things for our customers. The second is we're an incredibly transparent place to work. For example, how we think about giving decisions, where we're progressing against our goals, what problems are biggest and most important for the company is all open information for those that are inside the company to know and progress against. The third thing that I'd use to describe our culture is one that thrives with autonomy. So RoboFlow has a number of individuals who have founded companies before, some of which have sold their businesses for a hundred million plus upon exit. And the way that we've been able to attract talent like that is because the problems that we're tackling are so immense, yet individuals are able to charge at it with the way that they think is best. And this is what pairs well with transparency. If you have a strong sense of what the company's goals are, how we're progressing against it, and you have this ownership mentality of what can I do to change or drive progress against that given outcome, then you create a really healthy pairing of, okay cool, here's where the company's progressing. Here's where things are going really well, here's the places that we most need to improve and work on. And if you're inside that company as someone who has a preponderance to be a self-starter and even a history of building entire functions or companies yourself, then you're going to be a place where you can really thrive. You have the inputs of the things where we need to work on to progress the company's goals. And you have the background of someone that is just necessarily a fast moving and ambitious type of individual. So I think the best way to describe it is a transparent place with autonomy and an emphasis on getting things done. >> Getting shit done as they say. Getting stuff done. Great stuff. Hey, final question. Put a plug out there for the company. What are you going to hire? What's your pipeline look like for people? What jobs are open? I'm sure you got hiring all around. Give a quick plug for the company what you're looking for. >> I appreciate you asking. Basically you're either building the product or helping customers be successful with the product. So in the building product category, we have platform engineering roles, machine learning engineering roles, and we're solving some of the hardest and most impactful problems of bringing such a groundbreaking technology to the masses. And so it's a great place to be where you can kind of be your own user as an engineer. And then if you're enabling people to be successful with the products, I mean you're working in a place where there's already such a strong community around it and you can help shape, foster, cultivate, activate, and drive commercial success in that community. So those are roles that tend themselves to being those that build the product for developer advocacy, those that are account executives that are enabling our customers to realize commercial success, and even hybrid roles like we call it field engineering, where you are a technical resource to drive success within customer accounts. And so all this is listed on roboflow.com/careers. And one thing that I actually kind of want to mention John that's kind of novel about the thing that's working at RoboFlow. So there's been a lot of discussion around remote companies and there's been a lot of discussion around in-person companies and do you need to be in the office? And one thing that we've kind of recognized is you can actually chart a third way. You can create a third way which we call satellite, which basically means people can work from where they most like to work and there's clusters of people, regular onsite's. And at RoboFlow everyone gets, for example, $2,500 a year that they can use to spend on visiting coworkers. And so what's sort of organically happened is team numbers have started to pull together these resources and rent out like, lavish Airbnbs for like a week and then everyone kind of like descends in and works together for a week and makes and creates things. And we call this lighthouses because you know, a lighthouse kind of brings ships into harbor and we have an emphasis on shipping. >> Yeah, quality people that are creative and doers and builders. You give 'em some cash and let the self-governing begin, you know? And like, creativity goes through the roof. It's a great story. I think that sums up the culture right there, Joseph. Thanks for sharing that and thanks for this great conversation. I really appreciate it and it's very inspiring. Thanks for coming on. >> Yeah, thanks for having me, John. >> Joseph Nelson, co-founder and CEO of RoboFlow. Hot company, great culture in the right place in a hot area, computer vision. This is going to explode in value. The edge is exploding. More use cases, more development, and developers are driving the change. Check out RoboFlow. This is theCUBE. I'm John Furrier, your host. Thanks for watching. (gentle music)
SUMMARY :
Welcome to this CUBE conversation You're in the middle of it. And the wave is still building the company is that you're doing. maybe 2% of the whole economy And as you know, when you it kind of was obvious to you guys? cognizant of the fact that I love that because I think, you know, And so what you do is issue on the infrastructure. and the drone will go and the marketplace when you say, in the sushi that you're eating. And so having the And can you talk about the use case is relatively, you know, and making that the signature What are some of the things you're seeing and pulling the product out at you because of the capabilities, right? in the ways that you the C, it's B to D you know? And one of the biggest releases And can you just real quick, and like, you know, I mean, if you had to like that is because the problems Give a quick plug for the place to be where you can the self-governing begin, you know? and developers are driving the change.
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Said Ouissal, Zededa | VMware Explore 2022
>>Hey, everyone. Welcome back to San Francisco. Lisa Martin and John furrier live on the floor at VMware Explorer, 2022. This is our third day of wall to wall coverage on the cube. But you know that cuz you've been here the whole time. We're pleased to welcome up. First timer to the cubes we saw is here. The CEO and founder of ZDA. Saed welcome to the program. >>Thank you for having me >>Talk to me a little bit about what ZDA does in edge. >>Sure. So ZDA is a company purely focused in edge computing. I started a company about five years ago, go after edge. So what we do is we help customers with orchestrating their edge, helping them to deploy secure monitor application services and devices at the edge. >>What's the business model for you guys. We get that out there. So the targeting the edge, which is everything from telco to whatever. Yeah. What's the business model. Yeah. >>Maybe before we go there, let's talk about edge itself. Cuz edge is complex. There's a lot of companies. I call 'em lens company nowadays, if you're not a cloud company, you're probably an edge company at this point. So we are focusing something called the distributed edge. So distributed edge. When you start putting tiny servers in environments like factory floors, solar farms, wind farms, even inside machines or well sites, et cetera. And a question that people always ask me, like why, why would you want to put, you know, servers there on servers supposed to be in a data center in the cloud? And the answer to the question actually is data gravity. So traditionally wherever the data gets created is where your applications live. But as we're connecting more and more devices to the edge of the network, we basically customers now are required to push the applications to the edge cause they can't go all the data to the cloud. So basically that's where we focus on people call it the far edge as well. You know, that's the term we've heard in the past as well. And what we do in our business model is provide customers a, a software as a service solution where they can basically deploy and monitor these applications at these highly distributed environments. >>Data, gravity comes up a lot and I want you to take a minute to explain the definition as it is today. And people have used that term, you know, with big data, going back to 2010 leads when we covering the Hadoop wave, which ended up becoming, you know, data, data, bricks, and snowflake now, but, but a lots changed, but what does it mean to be data gravity? It means that staying local, it's just what specifically describe and, and define what data gravity is. >>Yeah. So for me, data gravity is where you need to process the data, right? It's where the data usually gets created. So if you think about a web app, where does the data get created? Where people click on buttons, they, they interface with it. They, they upload content to it, et cetera. So that's where the data gravity therefore is therefore that's where you do your analytics. That's where you do your visualization processing, machine learning and all of those pieces. So it's really where that data gets created is where the data gravity in my view says, >>What are some of the challenges that data and opportunities that data gravity presents to customers? >>Well, obviously I think every enterprise in this day is trying to take data and make it a competitive advantage, right? Like faster decisions, better decisions, outcompete your competition by, you know, being first with a product or being first with a product with the future, et cetera. So, so I think, you know, if you're not a data driven enterprise by now, then I think the future may be a little bit bleak. >>Okay. So you're targeting the market distributed edge business model, SAS technology, secret sauce. What's that piece. >>Yeah. So that's, that's what the interesting part comes in. I think, you know, if you kind of look at the data center in the cloud, we've had these virtualization and orchestration stacks create, I mean, we're here in VMware Explorer. And as an example, what we basically, what we saw is that the edge is so unique and so different than what we've seen in the data center, in the cloud that we needed to build a complete brand new purpose-built illustration and virtualization solution. So that's really what we, we set off to do. So there's two components that we do. One end is we built a purpose-built edge operating system for the edge and we actually open sourced it. And the reason we opensource it, we said, Hey, you know, edge is so diverse. You know, depending on the environment you're running in a machine or in a vehicle or in a well site, you have different hardware, different networks, different applications you need to enable. >>And we will never be able to support all of them ourselves. As a matter of fact, we actually think there's a need for standardization at the edge. We need to kind of cut through all these silos that have been created traditionally from the embedded way of thinking. So we created basically an open source project in the Linux foundation in LFS, which is a sister organization through the CNCF it's called project Eve. And the idea is to create the Android of the edge, basically what Android became for mobile computing, an a common operating system. So you build one app. You can run in any phone in the world that runs Android, build an architecture. You build one app. You can run in any Eve powered node in the world, >>So distributed edge and you get the tech here, get the secret sauce. We'll get more into that in a second, but I wanna just tie one kick quick point and get your clarification on edge is becoming much more about the physical side too. I mean, absolutely. So when you talk about Android, you're making the reference of a phone. I get that's metaphor to what you're doing at the edge, wind farms, factories, alarms, light bulbs, buildings. I mean, that's what you're talking about, right? Yes. We're getting down to that very, >>Very physical, dark distributed locations. >>We're gonna come back to the CISO CSO. We're gonna come back to the CISO versus CSO question because is the CISO or CIO or who runs that anyway? So that's true. What's the important thing that's happening because that sounds like old OT world, like yes. Operating technology, not it information technology, is it a complete reset of those worlds or is it a collision? >>It's a great question. So what we're seeing is first of all, there is already compute in these environments, industrial PCs of existed well beyond, you know, an industrial automation has been done for many, many decades. The point is that that stuff has been done. Collect data has been collected, but never connected, right? So with edge computing, we're connecting now this data from an industrial machine and industrial process to the cloud, right? And one of the problems is it's data that comes of that industrial process too much to upload to the cloud. So I gotta analyze, analyze it locally. So one of the, the things we saw early on in edge is there's a lot of brownfield. Most of our customers today actually have applications running on windows and they would love to make in Linux and containers and Kubernetes, but it took them 20, 30 years to build those apps. And they basically are the money makers of the enterprise. So they are in a, in a transitionary phase and they need something that can take them from the brown to the Greenfield. So to your point, you gotta support all of these types of unique brownfield applications. >>So you're, you're saying I don't really care if this is a customer, how you get the data, you wanna start new start fresh. That's cool. But if you wanna take your old data, you'll >>Take that. Yeah. You don't wanna rebuild the whole machine. You're >>Just, they can life cycle it out on their own timetable. Yeah. >>So we had to learn, first of all, how do we take and lift and shift windows based industrial application and make it run at the edge on, on our architecture. Right? And then the second step is how do we then Sen off that data that this application is generating and do we fuse it with cloud native capability? Like, >>So your cloud, so your staff is your open source that you're giving to the Linux foundation as part of that Eve project that's available to everybody. So they can, they can look at the code, which is great by the way. Yeah. So people wanna do that. Yeah. Your self source, I'm assuming, is your hardened version with support? >>Well, we took what we took, what the open source companies did, opensource companies traditionally have sold, you know, basically a support model around the open source. We actually saw another problem. Customers has like, okay, now I have this node running and I can, you know, do this data analytics, but what if I have 15 or 20,000 of these node? And they're all around the world in remote locations on satellite links or wireless connectivity, how do I orchestrate them? So we actually build an orchestration service for these nodes running this open source >>Software. So that's a key secret sauce right there. >>That is the business model that taking open store and a lot. >>And you're taking your own code that you have. Okay. Got it. Cool. And then the customer's customer piece is, is key. So that's the final piece, I guess who's using it. >>Yeah. Well, and, >>And, and one of the business outcomes that they're achieving. Oh >>Yeah. Well, so maybe start with that first. I mean, we are deployed in customers in all and gas, for instance, helping them with the transition to renewable energy, right? So basically we, we have customers for instance, that deploy us in the, how they drill Wells is one use case and doing that better, faster, and cheaper and, and less environmental impacting. But we also have customers that use us in wind farms. We have, and solar farms, like we, one of the leading solar energy companies in the world is using us to bring down the cost of power by predicting failures ahead of time, for >>Instance. And when you're working with customers to create the optimal solution at the distributed edge, who are you working with in, within an organization? Yeah. >>It's usually a mix of OT and it people. Okay. So the OT people typically they're >>Arm wrestling, well, or they're getting along, actually, >>I think they're getting along very well. Okay, good. But they also agree that they have to have swim lanes. The it folks, obviously their job is to make sure, you know, everything is secure. Everything is according to the compliance it's, it's, you know, the, the best TCO on the infrastructure, those type of things, the OT guy, they, they, or girl, they care about the application. They care about the services. They care about the support new business. So how can you create a model that too can coexist? And if you do that, they get along really well. >>You know, we had an event called Supercloud and@theurlsupercloud.world, if you're watching check it out, it's our version of what we think multicloud will merge into including edge cuz edge is just another node in the, in the, in the network. As far as we're concerned, hybrid is the steady state. That's distributed computing on premise, private cloud, public cloud. We know what that looks like. People love that things are happening. Edge is like a whole nother new area. That's blossoming and with disruption, yeah. There's a lot of existing market and incumbents that need to be disrupted. And there's also a new capabilities that are coming that we don't yet see. So we're seeing it with the super cloud idea that these new kinds of clouds are emerging. Like there could be an edge cloud. Yeah. Why isn't there a security cloud, whereas the financial services cloud, whereas the insurance cloud, whereas the, so these become super clouds where the CapEx could be done by the Amazon, whatnot you've been following them is edge cloud. Can you make that a cloud? Is that what you guys are trying to do? And if so, what does that look like? Cause we we're adding a new track to our super cloud site. I mentioned on edge specifically, we're trying to figure out you and if you share your opinion, it'd be great. Can the E can edge clouds exist and be run by companies? Yeah. Or is that what you guys are trying to do? >>I, I, I mean, I think first of all, there is no edge without cloud, right? So when I meet any customer who says, Hey, we're gonna do edge without cloud. Then I'm like, you're probably not gonna do edge computing. Right. And, and the way we built the company and the way we think about it, it's about extending the cloud experience all the way into these embedded distributed environments. That's really, I think what customers are looking for, cuz customers love the simplicity of the cloud. They love the ease of use agility, all of that greatness. And they're like, Hey, I want that. But not in a, you know, in an Amazon or Azure data center. I want that in my factories. I want that in my wealth sites, in my vehicles. And that's really what I think the future >>Is gonna. And how long have you guys been around? What's the, what's the history of the company because you might actually be that cloud. Yeah. And are you on AWS or Azure? You're building your own. What's the, >>Yeah. Yeah. So >>Take it through the, the architecture because yeah, yeah, sure. You're a modern startup. I mean you gotta, and the edges you're going after you gotta be geared up. Yeah. To win that. Yeah. >>So, so the company's about five years old. So we, when we started focusing on edge, people didn't necessarily talk as much about edge. We kind of identified the it's like, you know, how do you find a black hole in, in the universe? Cuz you can't see it, but you sort of look around that's why you in it. And so we were like looking at it, like there's something gonna happen here at the edge of the network, because everybody's saying we're connecting these vice upload the data to the cloud's never gonna work. My background is networking. I worked at companies like Juniper and Ericsson ran several products there. So I know how the internet networks have built. And it was very Evan to me. It's not gonna be possible. My co-founders come from open source companies like pivotal and Cloudera. My auto co-founder was a, an engineer at sun Microsystems built the first network stack in the solar is operating system. So a lot of experience that kind of came together to build this. >>Yeah. Cloudera is a big day. That's where the cube started by the way. Yeah. >>Yeah. So, so we, we, we have, I think a good view on the stack, the cloud stack and therefore a good view of what the ed stack needs to look like. And then I think, you know, to answer your other question, our orchestration service runs in the cloud. We have, we actually are multi-cloud company. So we offer customers choice where they want to orchestrate the node from the nodes themself, never sit in a data center. They always highly embedded. We have customers are putting machines or inside these factory lines, et cetera. Are >>You running your SAS on Amazon web services or which >>Cloud we're running it on several clouds, including Amazon, all of, pretty much the cloud. So some customers say, Hey, I'd prefer to be on the Amazon set. And others customers say, I wanna be on Azure set. >>And you leverage their CapEx on that side. Yes. On behalf of yeah. >>Yeah. We, yes. Yes. But the majority of the customer data and, and all the data that the nodes process, the customer send it to their clouds. They don't send it to us. We don't get a copy of the camera feed analytics or the machine data. We actually decouple those though. So basically the, the team production data go straight to the customer's cloud and that's why they love us. >>And they choose that they can control their own desktop. >>Yeah. So we separate the management plane from the data plane at the edge. Yeah. >>That's a good call >>Actually. Yeah. That was another very important part of the architecture early on. Cause customers don't want us to see their, you know, highly confidential production data and we don't wanna have it either. So >>We had a great chat with Chris Wolf who works with kit culvert about control plane, data, plane. So that seems to be the trend data, plane customers want full yeah. Management of that. Yeah. Control plane. Maybe give multiple >>Versions. Yeah. Yeah. So our cloud consumption what the data we stories about the apps, their behavior, the networking, the security, all of that. That's what we store in our cloud. And then customers can access that and monitor. But the actual machine that I go somewhere else >>Here we are at VMware. Explore. Talk a little bit about the VMware relationship. You just had some big news the other day. >>Yeah. So two days ago we actually made a big announcement with VMware. So we signed an OEM agreement with VMware. So we're part now of VMware's edge compute stack. So VMware customers, as they start using the recently announced edge compute stack 2.0, that was announced here. Basically it's powered by Edda technology. So it's a really exciting partnership as part of this, we actually building integrations with the VMware organization products. So that's basically now extending to more, you know, other groups inside VMware. >>So what's the value in it for VMware customers. >>Yeah. So I think the, the, the benefit of, of VMware customers, I think cus VMware customers want that multi-cloud multi edge orchestration experience. So they wanna be able to deploy workloads in the cloud. They wanna deploy the workloads in the data center. And of course also at the edge. So by us integrating in that vision customers now can have that unified experience from cloud to edge and anywhere in between. >>What's the big vision that you see happening at the edge. I mean, a lot of the VMware customers here, they're classic it that have evolved into ops now, dev ops. Now you've got second data ops coming. The edge is gonna right around the corner for them. They're dealing with it now, probably just kicking the tires, towing the water kind of thing. Where do you see the vision going? Cuz now, no matter what happens with VMware, the Broadcom, this wave is still here. You got AWS, got Azure, got Google cloud, you got Oracle, Alibaba internationally. And the cloud native surges here. How do you see that disrupting the existing edge? Because let's face it the O some of those OT players, a little bit old and antiquated, a little bit outdated. I mean, I was talking to a telco person. They, they puked the word open source. I mean, these people are so dogmatic on, on their architecture. Yeah. They're gonna get disrupted. It's a matter of time. Yeah. Where's the new guard come in. How do you see the configuration changing in the landscape? Because some people will cross over to the right side of the street here. Yeah. Some won't yeah. Open circle. Dominate cloud native will be key. Yeah. >>Well, I mean, I think, again, let's, let's take an example of a vertical that's heavily disrupted now as the automotive market, right? The, so look at Tesla and look at all these companies, they built, they built software first cars, right? Software, first delivery of capabilities and everything else. And the, and the incumbents. They have only two options, right? Either they try to respond by adopting open source cloud, native technologies. Like the, these new entrants have done and really, you know, compete with them at that level, or they can become commodity. Right. So, and I think that's the customers we're seeing the smart customers go like, we need to compete with these guys. We need to figure out how to take this technology in. And they need partners like us and partners like VMware for them. >>Do you see customers becoming cloud super cloud players? If they continue to keep leveraging the CapEx of the clouds and focus all their operational capital on top line revenue, generating activities. >>Yeah. I, so I think the CapEx model of the cloud is a great benefit of the cloud, but I think that is not, what's the longer term future of the cloud. I think the op the cloud operating model is the future. Like the agility, the ability imagine embedded software that, you know, you do an over the year update to fix a bug, but it's very hard to make a, an embedded device smarter over time. And then imagine if you can run cloud native software, you can roll out every two weeks new features and make that thing smarter, intelligent, and continue to help you in your business. That I think is what cloud did ultimately. And I think that is what really these customers are gonna need at their edge. >>Well, we talked about the value within it for customers with the VMware partnership, but what are some of your expectations? Obviously, this is a pretty powerful partnership for you guys. Yeah. What are some of the things that you're expecting that this is gonna drive? Yeah, >>So we, we, we have always operated at the more OT layer, distributed organizations in retail, energy, industrial automotive. Those are the verticals we, so we've developed. I think a lot of experience there, what, what we're seeing as we talk to those customers is they obviously have it organizations and the it organizations, Hey, that's great. You're looking at its computing, but how do we tie this into the existing investments we made with VMware? And how do we kind of take that also to this new environment? And I think that's the expectation I have is that I think we will be able to, to talk to the it folks and say, Hey, you can actually talk to the OT person. And both of you will speak the same language. You probably will both standardize on the same architecture and you'll be together deploying and enabling this new agility at the edge. >>What are some of the next things coming up for ZDA and the team? >>Well, so we've had a really amazing few quarters. We just close a series B round. So we've raised the companies raised over 55 million so far, we're growing very rapidly. We opened up no new international offices. I would say the, the early customers that we started deploying, wait a while back, they're now going into mass scale deployment. So we have now deployments underway in, you know, the 10 to hundred thousands of nodes at certain customers and in amazing environments. And so, so for us, it's continuing to prove the product in more and more verticals. Our, our product is really built for the largest of the largest. So, you know, for the size of the company, we are, we have a high concentration of fortune 500 global 500 customers, and some of them even invested in our rounds recently. So we we've been really, you know, honored with that support. Well, congratulations. Good stuff, edges popping. All right. Thank you. >>Thank you so much for joining us, talking about what you're doing in distributed edge. What's in it for customers, the VMware partnership, and by the way, congratulations on >>That too. Thank you. Thank you so much. Nice to meet you. Thank >>You. All right. Nice to meet you as well for our guest and John furrier. I'm Lisa Martin. You're watching the cube live from VMware Explorer, 22, John and I will be right back with our next guest.
SUMMARY :
But you know that cuz you've been here the whole time. So what we do is we help customers with orchestrating What's the business model for you guys. And the answer to the question actually And people have used that term, you know, with big data, going back to 2010 leads when we covering the Hadoop So that's where the data gravity therefore is therefore that's where you do your analytics. so I think, you know, if you're not a data driven enterprise by now, then I think the future may be a little bit bleak. What's that piece. And the reason we opensource it, And the idea is to create the Android of the edge, basically what Android became for mobile computing, So when you talk about Android, you're making the reference of a phone. So that's true. So one of the, the things we saw early But if you wanna take your old data, you'll You're Just, they can life cycle it out on their own timetable. So we had to learn, first of all, how do we take and lift and shift windows based industrial application So they can, they can look at the code, which is great by the way. So we actually build an orchestration service for these nodes running this open source So that's a key secret sauce right there. So that's the final piece, I guess who's using it. And, and one of the business outcomes that they're achieving. I mean, we are deployed in customers in all and gas, edge, who are you working with in, within an organization? So the OT people typically they're So how can you create a model that too can coexist? Or is that what you guys are trying to do? And, and the way we built the company and And are you on AWS or Azure? I mean you gotta, and the edges you're going after you gotta be We kind of identified the it's like, you know, how do you find a black hole in, That's where the cube started by the way. And then I think, you know, to answer your other question, So some customers say, And you leverage their CapEx on that side. the team production data go straight to the customer's cloud and that's why they love us. you know, highly confidential production data and we don't wanna have it either. So that seems to be the trend data, plane customers want full yeah. But the actual machine that I go somewhere else You just had some big news the other day. So that's basically now extending to more, you know, other groups inside VMware. And of course also at the edge. What's the big vision that you see happening at the edge. Like the, these new entrants have done and really, you know, compete with them at that level, Do you see customers becoming cloud super cloud players? that thing smarter, intelligent, and continue to help you in your business. What are some of the things that you're expecting that this is gonna drive? And I think that's the expectation I have is that I think we will be able to, to talk to the it folks and say, So we we've been really, you know, honored with that support. Thank you so much for joining us, talking about what you're doing in distributed edge. Thank you so much. Nice to meet you as well for our guest and John furrier.
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Dustin Plantholt, Forbes Monaco | Monaco Crypto Summit 2022
>>Okay, welcome back everyone to the Cube's live coverage here in Monaco for the MoCo crypto summit. I'm John fur. You're host of the cube. We got a great guest Dustin plant Boltz who is a crypto advisor, but also the crypto editor for Forbes Monaco here. Seeing the official event, the AAL event of the Monaco crypto summit in Monaco, your coverage area for Forbes, your MCing. Welcome to the >>Cube. Thank you for having me. And it's, it's always fun when I get to have an event in our backyard, cuz I get to hear what others know. And to me I'm very curious. Yeah. Always >>Learning. So you're on the MC on the stage here, you know, queue in the program online great program. So it's innovative event, inaugural event, great name by the way. Crypto summit and mono crypto >>Summit. Yeah, the MoCo crypto summit. >>That sounds like I want to attend every year. >>You're you're more than welcome to attend next year. >>Well, I hope so. Either way. I'm at the Al event with you. So gimme the take on what's on stage. What's been the program, like what's your observations going on here at the event today? >>So what we're starting to see globally is this digitization of things and the people that are part of the innovation side. And so that's what we've been able to see this morning. We're we're now at the break is what sort of companies are out there, the good ones and what are they building? Is this innovation? Is it even innovative and figuring out how they're gonna do it and the roadmaps to getting there from the metaverses to NFTs and even to decentralized finance. >>Yeah, it's the number one question I get is what's legit. What's not legit. And then you're starting to see the, the, the wheat and the shaft separating here and you know, something called crypto winter. But I don't see it. I mean, I see correction for some of the bad things going on in terms of not having the right underpinning infrastructure, the creative ideas are amazing. We're also seeing like digital bits and other platforms kind of coming together to enable the creators and, and the NFT side for instance has been huge. What has been your observation on that enablement? Because you have two schools of thoughts. You have the total nerds we're up and down building everything. Then you have artists and creators, whether it's music, tech apps building, they don't necessarily want to get 'em to the covers. They don't want to deal with all that. Yeah. Have you seen, what's your, what's your take on that? >>So I I'm seeing that a lot of these major brands, you know, they they're striving for excellence. You know, they're being more careful of who they partner with and the types of companies and you know, they, they look at it from reality and a little tough love to figure out should they align their brand. So what we're seeing here is is that there is so much inertia moving forward. That we're just at the beginning of this thing. Yeah. McKinsey recently said that the ecosystem will be over $30 trillion. So when you recognize that we are so early and it's those right now, or some might say are the risk takers. But to me there, aren't taking risk. They're being a part of making history. >>Yeah. You get the pioneers and you get the financial. So as they come together, how do you see the market? Cause what I've noticed with crypto and here in, in this, this market is international. One lot of international finance us is kind of lag behind. You got all kinds of rules, but you got the, the combination of the, the future billionaires. Sure. Okay. The pioneers and then the financeers yeah. Coming the money, the money and the power coming together. What's your reporting show you that's going on right now? What should people know about on how this is evolving? What they shouldn't >>Expect? Well, so you have a group that wants to become cryers they're seeing these individuals globally. They're making lots and lots of money, but what they don't realize is that not everybody is gonna have that outcome, but looking at the technology aspect of it and how it's going to improve a system that many can agree is collectively broken legacy just can't move beyond. It was never designed to you'll see people take shots at certain card companies and I go, but you recognize they developed the assembly line. And so I'm seeing that the smart money they got in long ago, believe it or not. And those now they're looking out for their errors are the ones that saying, I will not have an excuse when my, my grandkids or my, my nieces or my nephews, when they come and ask, where were you when the greatest transformational shift in human history, from both education to jobs, to careers and even wealth was being shifted to a digital world, why were you on the sideline waiting? And so I think what we're gonna see is this tsunami coming, and it's gonna start with one big player and then two and five, you go, go alone. You go far, go together. You go further. And that's what we're seeing is that this collective is moving forward >>And the community, we just had Beth Kaiser on, I've known Beth for many, many years. And she's what she's her journey has done. She's had a great mission and then gets she's a data scientist and came to Analytica. Now she's doing work with Ukraine and the rallying support around it has been impressive. And it's a community vibe, but the community's not just like sympathetic they're hands on together to your point. >>Yeah. It, but it also takes courage. I mean, you look at Britney Kaiser and what she had, and to me, courage is not, not having fear. Courage is not allowing the fear to stop. You, you know, recently asked my executive coach, who's 85 and I'm turning 39. This question of, do you let fear stop you? How do you decide? And he said, you know, you can either let, you can either ride the dragon. And I said, or let the dragon chase you. And Brittany has been one of these that made a decision to do what was right. And it came down to integrity. Yeah. >>So what are you have to these days what's going on in your world? >>What is going on in my world? So I moderate events all over and I connect and I like to ask people questions. So I'm gonna ask you, I'm gonna turn at the interviewer on the >>Interview. It's good. Natural. >>What are you learning? >>I mean, I'm learning, I mean today or this week or this month or this year. Well, I was just talking with Brittany about this. The security world is converging cloud technology, cloud computing. That revolution has just been amazing. Amazon posted their earnings yesterday. They blew it away as far as I'm concerned. So they kind of show there's no tech recession. I've learned that this recession, that we're so called in is the first downturn in tech where there's been cloud players as hyperscalers as an economic engine. Okay. So from a, from a business perspective, Amazon web services, Microsoft Azure now Google cloud, Alibaba's now in, in international version. This is the first time at downturns ever happened with cloud computing as an economic engine. And so therefore what I'm seeing is the digital transformation that's happening across the world for enterprises and entrepreneurs is not stopping. >>It's actually accelerating. So although the GDPs down in inflation is down, you're seeing a massive shift continuing to accelerate, spending and transformation with cloud technologies and decentralized. So you can almost see it kind of in the, this event and other events, even some of the bigger events, the best smartest people are working on it. The applications in all the categories are transforming. If cloud is step one, decentralized gonna be step two. So I see that kind of bridge going from cloud computing, cloud native to decentralized native. And I think a D DAPP market's gonna just explode. I think NFTs are just scratched on the surface. I think that's kind of, I won't say gimmicky, but I think no, but you're right, much more of a much more of a, an illustration that there's more coming. >>There is a lot more coming because people are seeing that there's more to an NFT than an ugly luck and J you know, ugly and JP image that there's, that there's data in there. And that your avatar will be stored as just that as an NFT. And I learned today from go of sing, that decentralization is, is the key to innovation. And I agree with that statement. Holy. >>Yeah. I mean, I think access to stuff is gonna be multidimensional. Like you think about the NFT as, as an ID, whether it's him or UN unstoppable domains is that company just got financing another round where the billion dollars, their concept is like, Hey, one NFT is your access for all of your potential identities in context. >>And isn't that exciting that we're now gonna be at this stage where you travel with you. Yeah. Instead of someone else traveling with you, you get to decide who you will be. And to me, everything you're doing in this world, this reality is now becoming part of your digital asset as a whole. >>I remember when I started my podcasting company in 20 2004, early pioneers, Evan Williams was there with Odo and you had, you know, the blogging revolution going on that whole democratization wave actually didn't happen right then. But all the people that were involved in that web two oh, kind of CRAs was all about democratization. It's kind of happening now. I mean, 15, 20 years later at web services is transformed cloud the democratization for own your own data, putting users in control. And I think in the middle of that, the Facebook's the world, the world garden data, you know, manipulation kind of took it off track a little bit. So I think now I'm, I psych to see that it's back on track to where it was. I mean, Facebook made billions of dollars. Now you got LinkedIn. I mean, LinkedIn's great for your resume, but it's also become a wall's garden with no data export. >>Yeah. And then >>No APIs keep >>Changing. Think about this. That if you wanna apply for a job, just change something quickly. Yeah. Ah, now you're the senior VP. Yeah. Before you were, you're an office manager >>Like to see the immutable block change, >>You don't get to see when did the record change. Yeah. >>Reputation data. You're a digital exhaust people gonna wanna reign that in. And I think the user in charge message that Brit Kaiser was talks about is hugely a mess under, under, under amplified concept. Digital assets are key, but the data ownership is something that I think is, is >>Powerful. So I'm gonna be launching a brand new company in and around September called cryptos. And it's a crypto career center. Think of it like the, the crypto for LinkedIn, that it's an aggregator becoming the industry standard for education, becoming the industry standard for crypto ships, with partners like ledger and moon pay and Casper labs. >>Look at this, we got an exclusive scoop on the cube. This >>Is the first time I will tell you this the first time in, in an environment like this. Yeah. That I'm excited to, I'm excited to talk about, right. Because it's time to be part of the change. Yeah, exactly. You know, as a father, I look at, I know where it's headed in the world of business. I know in the world of this, that we're gonna call the internet of connected things. Yeah. That it's gonna require you to have a certain talent skill or a certain certification. And to me, it's important to have an industry that supports one >>Staff and also, and also history on misinformation, smear campaigns can happen and ruin a career >>Overnight. Can you imagine that one little thing and because the internet never forgets. Yeah. It stays around indefinitely. >>The truth has to come out. Dustin. Great to have you on the queue. Thank you so much. Final question. What have you learned in there is MC what's your takeaway real quick? >>What I've learned is I never tire of learning. Thank you again, to learn more. Dustin plan.com. >>All right. Thanks for coming. Thank you. Cube coverage here at Monaco. I'm Shawn furry. We'll back with more coverage after this short break.
SUMMARY :
You're host of the cube. And to me I'm very curious. So it's innovative event, inaugural event, great name by the way. So gimme the take on what's on stage. do it and the roadmaps to getting there from the metaverses to NFTs and even to the wheat and the shaft separating here and you know, something called crypto winter. So I I'm seeing that a lot of these major brands, you know, they they're striving for excellence. So as they come together, how do you see the market? And so I'm seeing that the smart money they And the community, we just had Beth Kaiser on, I've known Beth for many, many years. And he said, you know, you can either let, you can either ride the dragon. connect and I like to ask people questions. This is the first So although the GDPs down in inflation is down, you're seeing a There is a lot more coming because people are seeing that there's more to an NFT than an ugly luck and J you Like you think about the NFT as, And isn't that exciting that we're now gonna be at this stage where you travel with you. So I think now I'm, I psych to see that it's back on track to where it was. Before you were, you're an office manager You don't get to see when did the record change. And I think the user in charge message that Brit Kaiser was talks about is hugely becoming the industry standard for crypto ships, with partners like ledger and moon pay and Casper Look at this, we got an exclusive scoop on the cube. Is the first time I will tell you this the first time in, in an environment like this. Can you imagine that one little thing and because the internet never forgets. Great to have you on the queue. Thank you again, to learn more. We'll back with more coverage after this
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Ryan Gill, Open Meta | Monaco Crypto Summit 2022
[Music] hello everyone welcome back to the live coverage here in monaco for the monaco crypto summit i'm john furrier host of thecube uh we have a great great guest lineup here already in nine interviews small gathering of the influencers and the people making it happen powered by digital bits sponsored by digital bits presented by digital bits of course a lot happening around decentralization web 3 the metaverse we've got a a powerhouse influencer on the qb ryan gills the founder of openmeta been in the issue for a while ryan great to see you thanks for coming on great to be here thank you you know one of the things that we were observing earlier conversations is you have young and old coming together the best and brightest right now in the front line it's been there for a couple years you know get some hype cycles going on but that's normal in these early growth markets but still true north star is in play that is democratize remove the intermediaries create immutable power to the people the same kind of theme has been drum beating on now come the metaverse wave which is the nfts now the meta verses you know at the beginning of this next wave yeah this is where we're at right now what are you working on tell us what's what's open meta working on yeah i mean so there is a reason for all of this right i think we go through all these different cycles and there's an economic incentive engine and it's designed in because people really like making money but there's a deeper reason for it all and the words the buzzwords the terms they change based off of different cycles this one is a metaverse i just saw it a little early you know so i recognized the importance of an open metaverse probably in 2017 and really decided to dedicate 10 years to that um so we're very early into that decade and we're starting to see more of a movement building and uh you know i've catalyzed a lot of that from from the beginning and making sure that while everything moves to a closed corporate side of things there's also an equal bottom-up approach which i think is just more important and more interesting well first of all i want to give you a lot of props for seeing it early and recognizing the impact and potential collateral damage of not not having open and i was joking earlier about the facebook little snafu with the the exercise app and ftc getting involved and you know i kind of common new york times guy comment online like hey i remember aol wanted to monopolize dial up internet and look the open web obviously changed all that they went to sign an extinction not the same comparable here but you know everyone wants to have their own little walled guard and they feel comfortable first-party data the data business so balancing the benefit of data and all the ip that could come into whether it's a visualization or platform it has to be open without open then you're going to have fragmentation you're going to have all kinds of perverse incentives how does the metaverse continue with such big players like meta themselves x that new name for facebook you know big bully tons of cash you know looking to you know get their sins forgiven um so to speak i mean you got google probably will come in apple's right around the corner amazon you get the whales out there how do is it proprietary is walled garden the new proprietary how do you view all that because it's it's still early and so there's a lot of change can happen well it's an interesting story that's really playing out in three acts right we had the first act which was really truly open right there was this idea that the internet is for the end user this is all just networking and then web 2 came and we got a lot of really great business models from it and it got closed up you know and now as we enter this sort of third act we have the opportunity to learn from both of those right and so i think web 3 needs to go back to the values of web one with the lessons in hindsight of web 2. and all of the winners from web 2 are clearly going to want to keep winning in web 3. so you can probably guess every single company and corporation on earth will move into this i think most governments will move into it as well and um but they're not the ones that are leading it the ones that are leading it are are just it's a culture of people it's a movement that's building and accumulating over time you know it's weird it's uh the whole web 2 thing is the history is interesting because you know when i started my podcasting company in 2004 there's only like three of us you know the dave weiner me evan williams and jack dorsey and we thought and the blogging just was getting going and the dream was democratization at the time mainstream media was the enemy and then now blogs are media so and then all sudden it like maybe it was the 2008 area with the that recession it stopped and then like facebook came in obviously twitter was formed from the death of odio podcasting company so the moment in time in history was a glimmic glimmer of hope well we went under my company went under we all went under but then that ended and then you had the era of twitter facebook linkedin reddit was still around so it kind of stopped where did it where did it pick up was it the ethereum bitcoin and ethereum brought that back where'd the open come back well it's a generational thing if you if you go back to like you know apple as a startup they were trying to take down ibm right it was always there's always the bigger thing that was that we we're trying to sort of unbundle or unpackage because they have too much power they have too much influence and now you know facebook and apple and these big tech companies they are that on on the planet and they're doing it bigger than it's ever been done but when they were startups they existed to try to take that from a bigger company so i think you know it's not an it's not a fact that like facebook or zuckerberg is is the villain here it's just the fact that we're reaching peak centralization anything past this point it becomes more and more unhealthy right and an open metaverse is just a way to build a solution instead of more of a problem and i think if we do just allow corporations to build and own them on the metaverse these problems will get bigger and larger more significant they will touch more people on earth and we know what that looks like so why not try something different so what's the playbook what's the current architecture of the open meta verse that you see and how do people get involved is there protocols to be developed is there new things that are needed how does the architecture layout take us through that your mindset vision on that and then how can people get involved yeah so the the entity structure of what i do is a company called crucible out of the uk um but i i found out very quickly that just a purely for-profit closed company a commercial company won't achieve this objective there's limitations to that so i run a dao as well out of switzerland it's called open meta we actually we named it this six months before facebook changed their name and so this is just the track we're on right and what we develop is a protocol uh we believe that the internet built by game developers is how you define the metaverse and that protocol is in the dao it is in the dow it's that's crucial crucible protocol open meta okay you can think of crucible as labs okay no we're building we're building everything so incubator kind of r d kind of thing exactly yeah and i'm making the choice to develop things and open them up create public goods out of them harness things that are more of a bottom-up approach you know and what we're developing is the emergence protocol which is basically defining the interface between the wallets and the game engines right so you have unity and unreal which all the game developers are sort of building with and we have built software that drops into those game engines to map ownership between the wallet and the experience in the game so integration layer basically between the wallet kind of how stripe is viewed from a software developer's campaign exactly but done on open rails and being done for a skill set of world building that is coming and game developers are the best suited for this world building and i like to own what i built yeah i don't like other people to own what i build and i think there's an entire generation that's that's really how do you feel about the owning and sharing component is that where you see the scale coming into play here i can own it and scale it through the relationship of the open rails yeah i mean i think the truth is that the open metaverse will be a smaller network than even one corporate virtual world for a while because these companies have billions of people right yeah every room you've ever been in on earth people are using two or three of facebook's products right they just have that adoption but they don't have trust they don't have passion they don't have the movement that you see in web3 they don't have the talent the level of creative talent those people care about owning what they create on the on what can someone get involved with question is that developer is that a sponsor what do people do to get involved with do you and your team and to make it bigger i mean it shouldn't be too small so if this tracks you can assume it gets bigger if you care about an open metaverse you have a seat at the table if you become a member of the dao you have a voice at the table you can make decisions with us we are building developing technology that can be used openly so if you're a game developer and you use unity or unreal we will open the beta this month later and then we move directly into what's called a game jam so a global hackathon for game developers where we just go through a giant exploration of what is possible i mean you think about gaming i always said the early adopters of all technology and the old web one was porn and that was because they were they were agnostic of vendor pitches or whatever is it made money they've worked we don't tell them we've always been first we don't tolerate vaporware gaming is now the new area where it is so the audience doesn't want vapor they want it to work they want technology to be solid they want community so it's now the new arbiter so gaming is the pretext to metaverse clearly gaming is swallowing all of media and probably most of the world and this game mechanics under the hood and all kinds of underlying stuff now how does that shape the developer community so like take the classic software developer may not be a game developer how do they translate over you seeing crossover from the software developers that are out there to be game developers what's your take on that it's an interesting question because i come to a lot of these events and the entire web 3 movement is web developers it's in the name yeah right and we have a whole wave of exploration and nfts being sold of people who really love games they're they're players they're gamers and they're fans of games but they are not in the skill set of game development this is a whole discipline yeah it's a whole expertise right you have to understand ik retargeting rigging bone meshes and mapping of all of that stuff and environment building and rendering and all these things it's it's a stacked skill set and we haven't gone through any exploration yet with them that is the next cycle that we're going to and that's what i've spent the last three or four years preparing for yeah and getting the low code is going to be good i was saying earlier to the young gun we had on his name was um oscar belly he's argo versus he's 25 years old he's like he made a quote i'm too old to get into esports like 22 old 25 come on i'd love to be in esports i was commenting that there could be someone sitting next to us in the metaverse here on tv on our digital tv program in the future that's going to be possible the first party citizenship between physical experience absolutely and meta versus these cameras all are a layer in which you can blend the two yeah so that that's that's going to be coming sooner and it's really more of the innovation around these engines to make it look real and have someone actually moving their body not like a stick figure yes or a lego block this is where most people have overlooked because what you have is you have two worlds you have web 3 web developers who see this opportunity and are really going for it and then you have game developers who are resistant to it for the most part they have not acclimated to this but the game developers are more of the keys to it because they understand how to build worlds yeah they do they understand how to build they know what success looks like they know what success looks like if you if you talk about the metaverse with anyone the most you'll hear is ready player one yeah maybe snow crash but those things feel like games yeah right so the metaverse and gaming are so why are game developers um like holding back is because they're like ah it's too not ready yet i'm two more elite or is it more this is you know this is an episode on its own yeah um i'm actually a part of a documentary if you go to youtube and you say why gamers hate nfts there's a two-part documentary about an hour long that robin schmidt from the defiant did and it's really a very good deep dive into this but i think we're just in a moment in time right now if you remember henry ford when he he produced the car everybody wanted faster horses yeah they didn't understand the cultural shift that was happening they just wanted an incremental improvement right and you can't say that right now because it sounds arrogant but i do believe that this is a moment in time and i think once we get through this cultural shift it will be much more clear why it's important it's not pure speculation yeah it's not clout it's not purely money there's something happening that's important for humanity yeah and if we don't do it openly it will be more of a problem yeah i totally agree with you on that silent impact is number one and people some people just don't see it because it's around the corner visionaries do like yourselves we do my objective over the next say three to six months is to identify which game developers see the value in web 3 and are leaning into it because we've built technology that solves interoperability between engines mapping ownership from wallets all the sort of blueprints that are needed in order for a game developer to build this way we've developed that we just need to identify where are they right because the loudest voices are the ones that are pushing back against this yeah and if you're not on twitter you don't see how many people really see this opportunity and i talked to epic and unity and nvidia and they all agree that this is where the future is going but the one question mark is who wants it where are they you know it's interesting i talked to lauren besel earlier she's from the music background we were talking about open source and how music i found that is not open it's proprietary i was talking about when i was in college i used to deal software you'd be like what do you mean deal well at t source code was proprietary and that started the linux movement in the 80s that became a systems revolution and then open source then just started to accelerate now people like it's free software is like not a big deal everyone knows it's what it was never proprietary but we were fighting the big proprietary code bases you mentioned that earlier is there a proprietary thing for music well not really because it's licensed rights right so in the metaverse who's the proprietary is it the walled garden is the is it is it the gamers so is it the consoles is it the investment that these gaming companies have in the software itself so i find that that open source vibe is very much circulating around your world actually open maps in the word open but open source software has a trajectory you know foundations contributors community building same kind of mindset music not so much because no one's it's not direct comparable but i think here it's interesting the gaming culture could be that that proprietary ibm the the state the playstation the xbox you know if you dive into the modding community right the modding community has sort of been this like gray area of of gaming and they will modify games that already exist but they do it with the values of open source they do it with composability and there's been a few breakthroughs counter-strike is a mod right some of the largest games of all time came from mods of other games look at quake had a comeback i played first multiplayer doom when it came out in the 90s and that was all mod based exactly yeah quake and quake was better but you know i remember the first time on a 1.5 cable mode and playing with my friends remember vividly now the graphics weren't that good but that was mod it's mod so then you go i mean and then you go into these other subcultures like dungeons and dragons which was considered to be such a nerdy thing but it's just a deeply human thing it's a narrative building collective experience like these are all the bottom-up type approaches modding uh world building so you're going to connect so i'm just kind of thinking out loud here you're going to connect the open concept of source with open meta bring game developers and software drills together create a fabric of a baseline somewhat somewhat collected platform tooling and components and let it just sell form see what happens better self form that's your imposing composability is much faster yeah than a closed system and you got what are your current building blocks you have now you have the wallet and you have so we built an sdk on both unity and unreal okay as a part of a system that is a protocol that plugs into those two engines and we have an inventory service we have an avatar system we basically kind of leaned into this idea of a persona being the next step after a pfp so so folks that are out there girls and boys who are sitting there playing games they could build their own game on this thing absolutely this is the opportunity for them entrepreneurs to circumvent the system and go directly with open meta and build their own open environment like i said before i i like to own the things i built i've had that entrepreneurial lesson but i don't think in the future you should be so okay with other companies or other intermediaries owning you and what you build i think i mean opportunity to build value yeah and i think i think your point the mod culture is not so much going to be the answer it's what that was like the the the the dynamic of modding yes is developing yes and then therefore you get the benefit of sovereign identity yeah you get the benefit of unbanking that's not the way we market this but those are benefits that come along with it and it allows you to live a different life and may the better product win yeah i mean that's what you're enabling yeah ryan thanks so much for coming on real final question what's going on here why are we here in monaco what's going on this is the inaugural event presented by digital bits why are we here monaco crypto summit i'm here uh some friends of mine brittany kaiser and and lauren bissell invited me here yeah i've known al for for a number of years and i'm just here to support awesome congratulations and uh we'll keep in touch we'll follow up on the open meta great story we love it thanks for coming on okay cube coverage continues here live in monaco i'm john furrier and all the action here on the monaco crypto summit love the dame come back next year it'll be great back with more coverage to wrap up here on the ground then the yacht club event we're going to go right there as well that's in a few hours so we're going to be right back [Music] you
SUMMARY :
the nfts now the meta verses you know at
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The Future Is Built On InFluxDB
>>Time series data is any data that's stamped in time in some way that could be every second, every minute, every five minutes, every hour, every nanosecond, whatever it might be. And typically that data comes from sources in the physical world like devices or sensors, temperature, gauges, batteries, any device really, or things in the virtual world could be software, maybe it's software in the cloud or data and containers or microservices or virtual machines. So all of these items, whether in the physical or virtual world, they're generating a lot of time series data. Now time series data has been around for a long time, and there are many examples in our everyday lives. All you gotta do is punch up any stock, ticker and look at its price over time and graphical form. And that's a simple use case that anyone can relate to and you can build timestamps into a traditional relational database. >>You just add a column to capture time and as well, there are examples of log data being dumped into a data store that can be searched and captured and ingested and visualized. Now, the problem with the latter example that I just gave you is that you gotta hunt and Peck and search and extract what you're looking for. And the problem with the former is that traditional general purpose databases they're designed as sort of a Swiss army knife for any workload. And there are a lot of functions that get in the way and make them inefficient for time series analysis, especially at scale. Like when you think about O T and edge scale, where things are happening super fast, ingestion is coming from many different sources and analysis often needs to be done in real time or near real time. And that's where time series databases come in. >>They're purpose built and can much more efficiently support ingesting metrics at scale, and then comparing data points over time, time series databases can write and read at significantly higher speeds and deal with far more data than traditional database methods. And they're more cost effective instead of throwing processing power at the problem. For example, the underlying architecture and algorithms of time series databases can optimize queries and they can reclaim wasted storage space and reuse it. At scale time, series databases are simply a better fit for the job. Welcome to moving the world with influx DB made possible by influx data. My name is Dave Valante and I'll be your host today. Influx data is the company behind InfluxDB. The open source time series database InfluxDB is designed specifically to handle time series data. As I just explained, we have an exciting program for you today, and we're gonna showcase some really interesting use cases. >>First, we'll kick it off in our Palo Alto studios where my colleague, John furrier will interview Evan Kaplan. Who's the CEO of influx data after John and Evan set the table. John's gonna sit down with Brian Gilmore. He's the director of IOT and emerging tech at influx data. And they're gonna dig into where influx data is gaining traction and why adoption is occurring and, and why it's so robust. And they're gonna have tons of examples and double click into the technology. And then we bring it back here to our east coast studios, where I get to talk to two practitioners, doing amazing things in space with satellites and modern telescopes. These use cases will blow your mind. You don't want to miss it. So thanks for being here today. And with that, let's get started. Take it away. Palo Alto. >>Okay. Today we welcome Evan Kaplan, CEO of influx data, the company behind influx DB. Welcome Evan. Thanks for coming on. >>Hey John, thanks for having me >>Great segment here on the influx DB story. What is the story? Take us through the history. Why time series? What's the story >><laugh> so the history history is actually actually pretty interesting. Um, Paul dicks, my partner in this and our founder, um, super passionate about developers and developer experience. And, um, he had worked on wall street building a number of time series kind of platform trading platforms for trading stocks. And from his point of view, it was always what he would call a yak shave, which means you had to do a ton of work just to start doing work, which means you had to write a bunch of extrinsic routines. You had to write a bunch of application handling on existing relational databases in order to come up with something that was optimized for a trading platform or a time series platform. And he sort of, he just developed this real clear point of view is this is not how developers should work. And so in 2013, he went through why Combinator and he built something for, he made his first commit to open source in flu DB at the end of 2013. And, and he basically, you know, from my point of view, he invented modern time series, which is you start with a purpose-built time series platform to do these kind of workloads. And you get all the benefits of having something right outta the box. So a developer can be totally productive right away. >>And how many people in the company what's the history of employees and stuff? >>Yeah, I think we're, I, you know, I always forget the number, but it's something like 230 or 240 people now. Um, the company, I joined the company in 2016 and I love Paul's vision. And I just had a strong conviction about the relationship between time series and IOT. Cuz if you think about it, what sensors do is they speak time, series, pressure, temperature, volume, humidity, light, they're measuring they're instrumenting something over time. And so I thought that would be super relevant over long term and I've not regretted it. >>Oh no. And it's interesting at that time, go back in the history, you know, the role of databases, well, relational database is the one database to rule the world. And then as clouds started coming in, you starting to see more databases, proliferate types of databases and time series in particular is interesting. Cuz real time has become super valuable from an application standpoint, O T which speaks time series means something it's like time matters >>Time. >>Yeah. And sometimes data's not worth it after the time, sometimes it worth it. And then you get the data lake. So you have this whole new evolution. Is this the momentum? What's the momentum, I guess the question is what's the momentum behind >>You mean what's causing us to grow. So >>Yeah, the time series, why is time series >>And the >>Category momentum? What's the bottom line? >>Well, think about it. You think about it from a broad, broad sort of frame, which is where, what everybody's trying to do is build increasingly intelligent systems, whether it's a self-driving car or a robotic system that does what you want to do or a self-healing software system, everybody wants to build increasing intelligent systems. And so in order to build these increasing intelligent systems, you have to instrument the system well, and you have to instrument it over time, better and better. And so you need a tool, a fundamental tool to drive that instrumentation. And that's become clear to everybody that that instrumentation is all based on time. And so what happened, what happened, what happened what's gonna happen? And so you get to these applications like predictive maintenance or smarter systems. And increasingly you want to do that stuff, not just intelligently, but fast in real time. So millisecond response so that when you're driving a self-driving car and the system realizes that you're about to do something, essentially you wanna be able to act in something that looks like real time, all systems want to do that, want to be more intelligent and they want to be more real time. And so we just happen to, you know, we happen to show up at the right time in the evolution of a >>Market. It's interesting near real time. Isn't good enough when you need real time. >><laugh> yeah, it's not, it's not. And it's like, and it's like, everybody wants, even when you don't need it, ironically, you want it. It's like having the feature for, you know, you buy a new television, you want that one feature, even though you're not gonna use it, you decide that your buying criteria real time is a buying criteria >>For, so you, I mean, what you're saying then is near real time is getting closer to real time as possible, as fast as possible. Right. Okay. So talk about the aspect of data, cuz we're hearing a lot of conversations on the cube in particular around how people are implementing and actually getting better. So iterating on data, but you have to know when it happened to get, know how to fix it. So this is a big part of how we're seeing with people saying, Hey, you know, I wanna make my machine learning algorithms better after the fact I wanna learn from the data. Um, how does that, how do you see that evolving? Is that one of the use cases of sensors as people bring data in off the network, getting better with the data knowing when it happened? >>Well, for sure. So, so for sure, what you're saying is, is, is none of this is non-linear, it's all incremental. And so if you take something, you know, just as an easy example, if you take a self-driving car, what you're doing is you're instrumenting that car to understand where it can perform in the real world in real time. And if you do that, if you run the loop, which is I instrumented, I watch what happens, oh, that's wrong? Oh, I have to correct for that. I correct for that in the software. If you do that for a billion times, you get a self-driving car, but every system moves along that evolution. And so you get the dynamic of, you know, of constantly instrumenting watching the system behave and do it. And this and sets up driving car is one thing. But even in the human genome, if you look at some of our customers, you know, people like, you know, people doing solar arrays, people doing power walls, like all of these systems are getting smarter. >>Well, let's get into that. What are the top applications? What are you seeing for your, with in, with influx DB, the time series, what's the sweet spot for the application use case and some customers give some >>Examples. Yeah. So it's, it's pretty easy to understand on one side of the equation that's the physical side is sensors are sensors are getting cheap. Obviously we know that and they're getting the whole physical world is getting instrumented, your home, your car, the factory floor, your wrist, watch your healthcare, you name it. It's getting instrumented in the physical world. We're watching the physical world in real time. And so there are three or four sweet spots for us, but, but they're all on that side. They're all about IOT. So they're think about consumer IOT projects like Google's nest todo, um, particle sensors, um, even delivery engines like rapid who deliver the Instacart of south America, like anywhere there's a physical location do and that's on the consumer side. And then another exciting space is the industrial side factories are changing dramatically over time. Increasingly moving away from proprietary equipment to develop or driven systems that run operational because what, what has to get smarter when you're building, when you're building a factory is systems all have to get smarter. And then, um, lastly, a lot in the renewables sustainability. So a lot, you know, Tesla, lucid, motors, Cola, motors, um, you know, lots to do with electric cars, solar arrays, windmills, arrays, just anything that's gonna get instrumented that where that instrumentation becomes part of what the purpose >>Is. It's interesting. The convergence of physical and digital is happening with the data IOT. You mentioned, you know, you think of IOT, look at the use cases there, it was proprietary OT systems. Now becoming more IP enabled internet protocol and now edge compute, getting smaller, faster, cheaper AI going to the edge. Now you have all kinds of new capabilities that bring that real time and time series opportunity. Are you seeing IOT going to a new level? What was the, what's the IOT where's the IOT dots connecting to because you know, as these two cultures merge yeah. Operations, basically industrial factory car, they gotta get smarter, intelligent edge is a buzzword, but I mean, it has to be more intelligent. Where's the, where's the action in all this. So the >>Action, really, it really at the core, it's at the developer, right? Because you're looking at these things, it's very hard to get an off the shelf system to do the kinds of physical and software interaction. So the actions really happen at the developer. And so what you're seeing is a movement in the world that, that maybe you and I grew up in with it or OT moving increasingly that developer driven capability. And so all of these IOT systems they're bespoke, they don't come out of the box. And so the developer, the architect, the CTO, they define what's my business. What am I trying to do? Am I trying to sequence a human genome and figure out when these genes express theself or am I trying to figure out when the next heart rate monitor's gonna show up on my apple watch, right? What am I trying to do? What's the system I need to build. And so starting with the developers where all of the good stuff happens here, which is different than it used to be, right. Used to be you'd buy an application or a service or a SA thing for, but with this dynamic, with this integration of systems, it's all about bespoke. It's all about building >>Something. So let's get to the developer real quick, real highlight point here is the data. I mean, I could see a developer saying, okay, I need to have an application for the edge IOT edge or car. I mean, we're gonna have, I mean, Tesla's got applications of the car it's right there. I mean, yes, there's the modern application life cycle now. So take us through how this impacts the developer. Does it impact their C I C D pipeline? Is it cloud native? I mean, where does this all, where does this go to? >>Well, so first of all, you're talking about, there was an internal journey that we had to go through as a company, which, which I think is fascinating for anybody who's interested is we went from primarily a monolithic software that was open sourced to building a cloud native platform, which means we had to move from an agile development environment to a C I C D environment. So to a degree that you are moving your service, whether it's, you know, Tesla monitoring your car and updating your power walls, right. Or whether it's a solar company updating the arrays, right. To degree that that service is cloud. Then increasingly remove from an agile development to a C I C D environment, which you're shipping code to production every day. And so it's not just the developers, all the infrastructure to support the developers to run that service and that sort of stuff. I think that's also gonna happen in a big way >>When your customer base that you have now, and as you see, evolving with infl DB, is it that they're gonna be writing more of the application or relying more on others? I mean, obviously there's an open source component here. So when you bring in kind of old way, new way old way was I got a proprietary, a platform running all this O T stuff and I gotta write, here's an application. That's general purpose. Yeah. I have some flexibility, somewhat brittle, maybe not a lot of robustness to it, but it does its job >>A good way to think about this is versus a new way >>Is >>What so yeah, good way to think about this is what, what's the role of the developer slash architect CTO that chain within a large, within an enterprise or a company. And so, um, the way to think about it is I started my career in the aerospace industry <laugh> and so when you look at what Boeing does to assemble a plane, they build very, very few of the parts. Instead, what they do is they assemble, they buy the wings, they buy the engines, they assemble, actually, they don't buy the wings. It's the one thing they buy the, the material for the w they build the wings, cuz there's a lot of tech in the wings and they end up being assemblers smart assemblers of what ends up being a flying airplane, which is pretty big deal even now. And so what, what happens with software people is they have the ability to pull from, you know, the best of the open source world. So they would pull a time series capability from us. Then they would assemble that with, with potentially some ETL logic from somebody else, or they'd assemble it with, um, a Kafka interface to be able to stream the data in. And so they become very good integrators and assemblers, but they become masters of that bespoke application. And I think that's where it goes, cuz you're not writing native code for everything. >>So they're more flexible. They have faster time to market cuz they're assembling way faster and they get to still maintain their core competency. Okay. Their wings in this case, >>They become increasingly not just coders, but designers and developers. They become broadly builders is what we like to think of it. People who start and build stuff by the way, this is not different than the people just up the road Google have been doing for years or the tier one, Amazon building all their own. >>Well, I think one of the things that's interesting is is that this idea of a systems developing a system architecture, I mean systems, uh, uh, systems have consequences when you make changes. So when you have now cloud data center on premise and edge working together, how does that work across the system? You can't have a wing that doesn't work with the other wing kind of thing. >>That's exactly. But that's where the that's where the, you know, that that Boeing or that airplane building analogy comes in for us. We've really been thoughtful about that because IOT it's critical. So our open source edge has the same API as our cloud native stuff that has enterprise on pre edge. So our multiple products have the same API and they have a relationship with each other. They can talk with each other. So the builder builds it once. And so this is where, when you start thinking about the components that people have to use to build these services is that you wanna make sure, at least that base layer, that database layer, that those components talk to each other. >>So I'll have to ask you if I'm the customer. I put my customer hat on. Okay. Hey, I'm dealing with a lot. >>That mean you have a PO for <laugh> >>A big check. I blank check. If you can answer this question only if the tech, if, if you get the question right, I got all this important operation stuff. I got my factory, I got my self-driving cars. This isn't like trivial stuff. This is my business. How should I be thinking about time series? Because now I have to make these architectural decisions, as you mentioned, and it's gonna impact my application development. So huge decision point for your customers. What should I care about the most? So what's in it for me. Why is time series >>Important? Yeah, that's a great question. So chances are, if you've got a business that was, you know, 20 years old or 25 years old, you were already thinking about time series. You probably didn't call it that you built something on a Oracle or you built something on IBM's DB two, right. And you made it work within your system. Right? And so that's what you started building. So it's already out there. There are, you know, there are probably hundreds of millions of time series applications out there today. But as you start to think about this increasing need for real time, and you start to think about increasing intelligence, you think about optimizing those systems over time. I hate the word, but digital transformation. Then you start with time series. It's a foundational base layer for any system that you're gonna build. There's no system I can think of where time series, shouldn't be the foundational base layer. If you just wanna store your data and just leave it there and then maybe look it up every five years. That's fine. That's not time. Series time series is when you're building a smarter, more intelligent, more real time system. And the developers now know that. And so the more they play a role in building these systems, the more obvious it becomes. >>And since I have a PO for you and a big check, yeah. What is, what's the value to me as I, when I implement this, what's the end state, what's it look like when it's up and running? What's the value proposition for me. What's an >>So, so when it's up and running, you're able to handle the queries, the writing of the data, the down sampling of the data, they're transforming it in near real time. So that the other dependencies that a system that gets for adjusting a solar array or trading energy off of a power wall or some sort of human genome, those systems work better. So time series is foundational. It's not like it's, you know, it's not like it's doing every action that's above, but it's foundational to build a really compelling, intelligent system. I think that's what developers and archs are seeing now. >>Bottom line, final word. What's in it for the customer. What's what, what's your, um, what's your statement to the customer? What would you say to someone looking to do something in time series on edge? >>Yeah. So, so it's pretty clear to clear to us that if you're building, if you view yourself as being in the build business of building systems that you want 'em to be increasingly intelligent, self-healing autonomous. You want 'em to operate in real time that you start from time series. But I also wanna say what's in it for us influx what's in it for us is people are doing some amazing stuff. You know, I highlighted some of the energy stuff, some of the human genome, some of the healthcare it's hard not to be proud or feel like, wow. Yeah. Somehow I've been lucky. I've arrived at the right time, in the right place with the right people to be able to deliver on that. That's that's also exciting on our side of the equation. >>Yeah. It's critical infrastructure, critical, critical operations. >>Yeah. >>Yeah. Great stuff, Evan. Thanks for coming on. Appreciate this segment. All right. In a moment, Brian Gilmore director of IOT and emerging technology that influx day will join me. You're watching the cube leader in tech coverage. Thanks for watching >>Time series data from sensors systems and applications is a key source in driving automation and prediction in technologies around the world. But managing the massive amount of timestamp data generated these days is overwhelming, especially at scale. That's why influx data developed influx DB, a time series data platform that collects stores and analyzes data influx DB empowers developers to extract valuable insights and turn them into action by building transformative IOT analytics and cloud native applications, purpose built and optimized to handle the scale and velocity of timestamped data. InfluxDB puts the power in your hands with developer tools that make it easy to get started quickly with less code InfluxDB is more than a database. It's a robust developer platform with integrated tooling. That's written in the languages you love. So you can innovate faster, run in flex DB anywhere you want by choosing the provider and region that best fits your needs across AWS, Microsoft Azure and Google cloud flex DB is fast and automatically scalable. So you can spend time delivering value to customers, not managing clusters, take control of your time series data. So you can focus on the features and functionalities that give your applications a competitive edge. Get started for free with influx DB, visit influx data.com/cloud to learn more. >>Okay. Now we're joined by Brian Gilmore director of IOT and emerging technologies at influx data. Welcome to the show. >>Thank you, John. Great to be here. >>We just spent some time with Evan going through the company and the value proposition, um, with influx DV, what's the momentum, where do you see this coming from? What's the value coming out of this? >>Well, I think it, we're sort of hitting a point where the technology is, is like the adoption of it is becoming mainstream. We're seeing it in all sorts of organizations, everybody from like the most well funded sort of advanced big technology companies to the smaller academics, the startups and the managing of that sort of data that emits from that technology is time series and us being able to give them a, a platform, a tool that's super easy to use, easy to start. And then of course will grow with them is, is been key to us. Sort of, you know, riding along with them is they're successful. >>Evan was mentioning that time series has been on everyone's radar and that's in the OT business for years. Now, you go back since 20 13, 14, even like five years ago that convergence of physical and digital coming together, IP enabled edge. Yeah. Edge has always been kind of hyped up, but why now? Why, why is the edge so hot right now from an adoption standpoint? Is it because it's just evolution, the tech getting better? >>I think it's, it's, it's twofold. I think that, you know, there was, I would think for some people, everybody was so focused on cloud over the last probably 10 years. Mm-hmm <affirmative> that they forgot about the compute that was available at the edge. And I think, you know, those, especially in the OT and on the factory floor who weren't able to take Avan full advantage of cloud through their applications, you know, still needed to be able to leverage that compute at the edge. I think the big thing that we're seeing now, which is interesting is, is that there's like a hybrid nature to all of these applications where there's definitely some data that's generated on the edge. There's definitely done some data that's generated in the cloud. And it's the ability for a developer to sort of like tie those two systems together and work with that data in a very unified uniform way. Um, that's giving them the opportunity to build solutions that, you know, really deliver value to whatever it is they're trying to do, whether it's, you know, the, the out reaches of outer space or whether it's optimizing the factory floor. >>Yeah. I think, I think one of the things you also mentions genome too, dig big data is coming to the real world. And I think I, OT has been kind of like this thing for OT and, and in some use case, but now with the, with the cloud, all companies have an edge strategy now. So yeah, what's the secret sauce because now this is hot, hot product for the whole world and not just industrial, but all businesses. What's the secret sauce. >>Well, I mean, I think part of it is just that the technology is becoming more capable and that's especially on the hardware side, right? I mean, like technology compute is getting smaller and smaller and smaller. And we find that by supporting all the way down to the edge, even to the micro controller layer with our, um, you know, our client libraries and then working hard to make our applications, especially the database as small as possible so that it can be located as close to sort of the point of origin of that data in the edge as possible is, is, is fantastic. Now you can take that. You can run that locally. You can do your local decision making. You can use influx DB as sort of an input to automation control the autonomy that people are trying to drive at the edge. But when you link it up with everything that's in the cloud, that's when you get all of the sort of cloud scale capabilities of parallelized, AI and machine learning and all of that. >>So what's interesting is the open source success has been something that we've talked about a lot in the cube about how people are leveraging that you guys have users in the enterprise users that IOT market mm-hmm <affirmative>, but you got developers now. Yeah. Kind of together brought that up. How do you see that emerging? How do developers engage? What are some of the things you're seeing that developers are really getting into with InfluxDB >>What's? Yeah. Well, I mean, I think there are the developers who are building companies, right? And these are the startups and the folks that we love to work with who are building new, you know, new services, new products, things like that. And, you know, especially on the consumer side of IOT, there's a lot of that, just those developers. But I think we, you gotta pay attention to those enterprise developers as well, right? There are tons of people with the, the title of engineer in, in your regular enterprise organizations. And they're there for systems integration. They're there for, you know, looking at what they would build versus what they would buy. And a lot of them come from, you know, a strong, open source background and they, they know the communities, they know the top platforms in those spaces and, and, you know, they're excited to be able to adopt and use, you know, to optimize inside the business as compared to just building a brand new one. >>You know, it's interesting too, when Evan and I were talking about open source versus closed OT systems, mm-hmm <affirmative> so how do you support the backwards compatibility of older systems while maintaining open dozens of data formats out there? Bunch of standards, protocols, new things are emerging. Everyone wants to have a control plane. Everyone wants to leverage the value of data. How do you guys keep track of it all? What do you guys support? >>Yeah, well, I mean, I think either through direct connection, like we have a product called Telegraph, it's unbelievable. It's open source, it's an edge agent. You can run it as close to the edge as you'd like, it speaks dozens of different protocols in its own, right? A couple of which MQTT B, C U a are very, very, um, applicable to these T use cases. But then we also, because we are sort of not only open source, but open in terms of our ability to collect data, we have a lot of partners who have built really great integrations from their own middleware, into influx DB. These are companies like ke wear and high bite who are really experts in those downstream industrial protocols. I mean, that's a business, not everybody wants to be in. It requires some very specialized, very hard work and a lot of support, um, you know, and so by making those connections and building those ecosystems, we get the best of both worlds. The customers can use the platforms they need up to the point where they would be putting into our database. >>What's some of customer testimonies that they, that share with you. Can you share some anecdotal kind of like, wow, that's the best thing I've ever used. This really changed my business, or this is a great tech that's helped me in these other areas. What are some of the, um, soundbites you hear from customers when they're successful? >>Yeah. I mean, I think it ranges. You've got customers who are, you know, just finally being able to do the monitoring of assets, you know, sort of at the edge in the field, we have a customer who's who's has these tunnel boring machines that go deep into the earth to like drill tunnels for, for, you know, cars and, and, you know, trains and things like that. You know, they are just excited to be able to stick a database onto those tunnel, boring machines, send them into the depths of the earth and know that when they come out, all of that telemetry at a very high frequency has been like safely stored. And then it can just very quickly and instantly connect up to their, you know, centralized database. So like just having that visibility is brand new to them. And that's super important. On the other hand, we have customers who are way far beyond the monitoring use case, where they're actually using the historical records in the time series database to, um, like I think Evan mentioned like forecast things. So for predictive maintenance, being able to pull in the telemetry from the machines, but then also all of that external enrichment data, the metadata, the temperatures, the pressure is who is operating the machine, those types of things, and being able to easily integrate with platforms like Jupyter notebooks or, you know, all of those scientific computing and machine learning libraries to be able to build the models, train the models, and then they can send that information back down to InfluxDB to apply it and detect those anomalies, which >>Are, I think that's gonna be an, an area. I personally think that's a hot area because I think if you look at AI right now, yeah. It's all about training the machine learning albums after the fact. So time series becomes hugely important. Yeah. Cause now you're thinking, okay, the data matters post time. Yeah. First time. And then it gets updated the new time. Yeah. So it's like constant data cleansing data iteration, data programming. We're starting to see this new use case emerge in the data field. >>Yep. Yeah. I mean, I think you agree. Yeah, of course. Yeah. The, the ability to sort of handle those pipelines of data smartly, um, intelligently, and then to be able to do all of the things you need to do with that data in stream, um, before it hits your sort of central repository. And, and we make that really easy for customers like Telegraph, not only does it have sort of the inputs to connect up to all of those protocols and the ability to capture and connect up to the, to the partner data. But also it has a whole bunch of capabilities around being able to process that data, enrich it, reform at it, route it, do whatever you need. So at that point you're basically able to, you're playing your data in exactly the way you would wanna do it. You're routing it to different, you know, destinations and, and it's, it's, it's not something that really has been in the realm of possibility until this point. Yeah. Yeah. >>And when Evan was on it's great. He was a CEO. So he sees the big picture with customers. He was, he kinda put the package together that said, Hey, we got a system. We got customers, people are wanting to leverage our product. What's your PO they're sell. He's selling too as well. So you have that whole CEO perspective, but he brought up this notion that there's multiple personas involved in kind of the influx DB system architect. You got developers and users. Can you talk about that? Reality as customers start to commercialize and operationalize this from a commercial standpoint, you got a relationship to the cloud. Yep. The edge is there. Yep. The edge is getting super important, but cloud brings a lot of scale to the table. So what is the relationship to the cloud? Can you share your thoughts on edge and its relationship to the cloud? >>Yeah. I mean, I think edge, you know, edges, you can think of it really as like the local information, right? So it's, it's generally like compartmentalized to a point of like, you know, a single asset or a single factory align, whatever. Um, but what people do who wanna pro they wanna be able to make the decisions there at the edge locally, um, quickly minus the latency of sort of taking that large volume of data, shipping it to the cloud and doing something with it there. So we allow them to do exactly that. Then what they can do is they can actually downsample that data or they can, you know, detect like the really important metrics or the anomalies. And then they can ship that to a central database in the cloud where they can do all sorts of really interesting things with it. Like you can get that centralized view of all of your global assets. You can start to compare asset to asset, and then you can do those things like we talked about, whereas you can do predictive types of analytics or, you know, larger scale anomaly detections. >>So in this model you have a lot of commercial operations, industrial equipment. Yep. The physical plant, physical business with virtual data cloud all coming together. What's the future for InfluxDB from a tech standpoint. Cause you got open. Yep. There's an ecosystem there. Yep. You have customers who want operational reliability for sure. I mean, so you got organic <laugh> >>Yeah. Yeah. I mean, I think, you know, again, we got iPhones when everybody's waiting for flying cars. Right. So I don't know. We can like absolutely perfectly predict what's coming, but I think there are some givens and I think those givens are gonna be that the world is only gonna become more hybrid. Right. And then, you know, so we are going to have much more widely distributed, you know, situations where you have data being generated in the cloud, you have data gen being generated at the edge and then there's gonna be data generated sort sort of at all points in between like physical locations as well as things that are, that are very virtual. And I think, you know, we are, we're building some technology right now. That's going to allow, um, the concept of a database to be much more fluid and flexible, sort of more aligned with what a file would be like. >>And so being able to move data to the compute for analysis or move the compute to the data for analysis, those are the types of, of solutions that we'll be bringing to the customers sort of over the next little bit. Um, but I also think we have to start thinking about like what happens when the edge is actually off the planet. Right. I mean, we've got customers, you're gonna talk to two of them, uh, in the panel who are actually working with data that comes from like outside the earth, like, you know, either in low earth orbit or you know, all the way sort of on the other side of the universe. Yeah. And, and to be able to process data like that and to do so in a way it's it's we gotta, we gotta build the fundamentals for that right now on the factory floor and in the mines and in the tunnels. Um, so that we'll be ready for that one. >>I think you bring up a good point there because one of the things that's common in the industry right now, people are talking about, this is kind of new thinking is hyper scale's always been built up full stack developers, even the old OT world, Evan was pointing out that they built everything right. And the world's going to more assembly with core competency and IP and also property being the core of their apple. So faster assembly and building, but also integration. You got all this new stuff happening. Yeah. And that's to separate out the data complexity from the app. Yes. So space genome. Yep. Driving cars throws off massive data. >>It >>Does. So is Tesla, uh, is the car the same as the data layer? >>I mean the, yeah, it's, it's certainly a point of origin. I think the thing that we wanna do is we wanna let the developers work on the world, changing problems, the things that they're trying to solve, whether it's, you know, energy or, you know, any of the other health or, you know, other challenges that these teams are, are building against. And we'll worry about that time series data and the underlying data platform so that they don't have to. Right. I mean, I think you talked about it, uh, you know, for them just to be able to adopt the platform quickly, integrate it with their data sources and the other pieces of their applications. It's going to allow them to bring much faster time to market on these products. It's gonna allow them to be more iterative. They're gonna be able to do more sort of testing and things like that. And ultimately it will, it'll accelerate the adoption and the creation of >>Technology. You mentioned earlier in, in our talk about unification of data. Yeah. How about APIs? Cuz developers love APIs in the cloud unifying APIs. How do you view view that? >>Yeah, I mean, we are APIs, that's the product itself. Like everything, people like to think of it as sort of having this nice front end, but the front end is B built on our public APIs. Um, you know, and it, it allows the developer to build all of those hooks for not only data creation, but then data processing, data analytics, and then, you know, sort of data extraction to bring it to other platforms or other applications, microservices, whatever it might be. So, I mean, it is a world of APIs right now and you know, we, we bring a very sort of useful set of them for managing the time series data. These guys are all challenged with. It's >>Interesting. You and I were talking before we came on camera about how, um, data is, feels gonna have this kind of SRE role that DevOps had site reliability engineers, which manages a bunch of servers. There's so much data out there now. Yeah. >>Yeah. It's like reigning data for sure. And I think like that ability to be like one of the best jobs on the planet is gonna be to be able to like, sort of be that data Wrangler to be able to understand like what the data sources are, what the data formats are, how to be able to efficiently move that data from point a to point B and you know, to process it correctly so that the end users of that data aren't doing any of that sort of hard upfront preparation collection storage's >>Work. Yeah. That's data as code. I mean, data engineering is it is becoming a new discipline for sure. And, and the democratization is the benefit. Yeah. To everyone, data science get easier. I mean data science, but they wanna make it easy. Right. <laugh> yeah. They wanna do the analysis, >>Right? Yeah. I mean, I think, you know, it, it's a really good point. I think like we try to give our users as many ways as there could be possible to get data in and get data out. We sort of think about it as meeting them where they are. Right. So like we build, we have the sort of client libraries that allow them to just port to us, you know, directly from the applications and the languages that they're writing, but then they can also pull it out. And at that point nobody's gonna know the users, the end consumers of that data, better than those people who are building those applications. And so they're building these user interfaces, which are making all of that data accessible for, you know, their end users inside their organization. >>Well, Brian, great segment, great insight. Thanks for sharing all, all the complexities and, and IOT that you guys helped take away with the APIs and, and assembly and, and all the system architectures that are changing edge is real cloud is real. Yeah, absolutely. Mainstream enterprises. And you got developer attraction too, so congratulations. >>Yeah. It's >>Great. Well, thank any, any last word you wanna share >>Deal with? No, just, I mean, please, you know, if you're, if you're gonna, if you're gonna check out influx TV, download it, try out the open source contribute if you can. That's a, that's a huge thing. It's part of being the open source community. Um, you know, but definitely just, just use it. I think when once people use it, they try it out. They'll understand very, >>Very quickly. So open source with developers, enterprise and edge coming together all together. You're gonna hear more about that in the next segment, too. Right. Thanks for coming on. Okay. Thanks. When we return, Dave LAN will lead a panel on edge and data influx DB. You're watching the cube, the leader in high tech enterprise coverage. >>Why the startup, we move really fast. We find that in flex DB can move as fast as us. It's just a great group, very collaborative, very interested in manufacturing. And we see a bright future in working with influence. My name is Aaron Seley. I'm the CTO at HBI. Highlight's one of the first companies to focus on manufacturing data and apply the concepts of data ops, treat that as an asset to deliver to the it system, to enable applications like overall equipment effectiveness that can help the factory produce better, smarter, faster time series data. And manufacturing's really important. If you take a piece of equipment, you have the temperature pressure at the moment that you can look at to kind of see the state of what's going on. So without that context and understanding you can't do what manufacturers ultimately want to do, which is predict the future. >>Influx DB represents kind of a new way to storm time series data with some more advanced technology and more importantly, more open technologies. The other thing that influx does really well is once the data's influx, it's very easy to get out, right? They have a modern rest API and other ways to access the data. That would be much more difficult to do integrations with classic historians highlight can serve to model data, aggregate data on the shop floor from a multitude of sources, whether that be P C U a servers, manufacturing execution systems, E R P et cetera, and then push that seamlessly into influx to then be able to run calculations. Manufacturing is changing this industrial 4.0, and what we're seeing is influx being part of that equation. Being used to store data off the unified name space, we recommend InfluxDB all the time to customers that are exploring a new way to share data manufacturing called the unified name space who have open questions around how do I share this new data that's coming through my UNS or my QTT broker? How do I store this and be able to query it over time? And we often point to influx as a solution for that is a great brand. It's a great group of people and it's a great technology. >>Okay. We're now going to go into the customer panel and we'd like to welcome Angelo Fasi. Who's a software engineer at the Vera C Ruben observatory in Caleb McLaughlin whose senior spacecraft operations software engineer at loft orbital guys. Thanks for joining us. You don't wanna miss folks this interview, Caleb, let's start with you. You work for an extremely cool company. You're launching satellites into space. I mean, there, of course doing that is, is highly complex and not a cheap endeavor. Tell us about loft Orbi and what you guys do to attack that problem. >>Yeah, absolutely. And, uh, thanks for having me here by the way. Uh, so loft orbital is a, uh, company. That's a series B startup now, uh, who and our mission basically is to provide, uh, rapid access to space for all kinds of customers. Uh, historically if you want to fly something in space, do something in space, it's extremely expensive. You need to book a launch, build a bus, hire a team to operate it, you know, have a big software teams, uh, and then eventually worry about, you know, a bunch like just a lot of very specialized engineering. And what we're trying to do is change that from a super specialized problem that has an extremely high barrier of access to a infrastructure problem. So that it's almost as simple as, you know, deploying a VM in, uh, AWS or GCP is getting your, uh, programs, your mission deployed on orbit, uh, with access to, you know, different sensors, uh, cameras, radios, stuff like that. >>So that's, that's kind of our mission. And just to give a really brief example of the kind of customer that we can serve. Uh, there's a really cool company called, uh, totem labs who is working on building, uh, IOT cons, an IOT constellation for in of things, basically being able to get telemetry from all over the world. They're the first company to demonstrate indoor T, which means you have this little modem inside a container container that you, that you track from anywhere in the world as it's going across the ocean. Um, so they're, it's really little and they've been able to stay a small startup that's focused on their product, which is the, uh, that super crazy complicated, cool radio while we handle the whole space segment for them, which just, you know, before loft was really impossible. So that's, our mission is, uh, providing space infrastructure as a service. We are kind of groundbreaking in this area and we're serving, you know, a huge variety of customers with all kinds of different missions, um, and obviously generating a ton of data in space, uh, that we've gotta handle. Yeah. >>So amazing Caleb, what you guys do, I, now I know you were lured to the skies very early in your career, but how did you kinda land on this business? >>Yeah, so, you know, I've, I guess just a little bit about me for some people, you know, they don't necessarily know what they wanna do like early in their life. For me, I was five years old and I knew, you know, I want to be in the space industry. So, you know, I started in the air force, but have, uh, stayed in the space industry, my whole career and been a part of, uh, this is the fifth space startup that I've been a part of actually. So, you know, I've, I've, uh, kind of started out in satellites, did spent some time in working in, uh, the launch industry on rockets. Then, uh, now I'm here back in satellites and you know, honestly, this is the most exciting of the difference based startups. That I've been a part of >>Super interesting. Okay. Angelo, let's, let's talk about the Ruben observatory, ver C Ruben, famous woman scientist, you know, galaxy guru. Now you guys the observatory, you're up way up high. You're gonna get a good look at the Southern sky. Now I know COVID slowed you guys down a bit, but no doubt. You continued to code away on the software. I know you're getting close. You gotta be super excited. Give us the update on, on the observatory and your role. >>All right. So yeah, Rubin is a state of the art observatory that, uh, is in construction on a remote mountain in Chile. And, um, with Rubin, we conduct the, uh, large survey of space and time we are going to observe the sky with, uh, eight meter optical telescope and take, uh, a thousand pictures every night with a 3.2 gig up peaks of camera. And we are going to do that for 10 years, which is the duration of the survey. >>Yeah. Amazing project. Now you, you were a doctor of philosophy, so you probably spent some time thinking about what's out there and then you went out to earn a PhD in astronomy, in astrophysics. So this is something that you've been working on for the better part of your career, isn't it? >>Yeah, that's that's right. Uh, about 15 years, um, I studied physics in college, then I, um, got a PhD in astronomy and, uh, I worked for about five years in another project. Um, the dark energy survey before joining rubing in 2015. >>Yeah. Impressive. So it seems like you both, you know, your organizations are looking at space from two different angles. One thing you guys both have in common of course is, is, is software. And you both use InfluxDB as part of your, your data infrastructure. How did you discover influx DB get into it? How do you use the platform? Maybe Caleb, you could start. >>Uh, yeah, absolutely. So the first company that I extensively used, uh, influx DBN was a launch startup called, uh, Astra. And we were in the process of, uh, designing our, you know, our first generation rocket there and testing the engines, pumps, everything that goes into a rocket. Uh, and when I joined the company, our data story was not, uh, very mature. We were collecting a bunch of data in LabVIEW and engineers were taking that over to MATLAB to process it. Um, and at first there, you know, that's the way that a lot of engineers and scientists are used to working. Um, and at first that was, uh, like people weren't entirely sure that that was a, um, that that needed to change, but it's something the nice thing about InfluxDB is that, you know, it's so easy to deploy. So as the, our software engineering team was able to get it deployed and, you know, up and running very quickly and then quickly also backport all of the data that we collected thus far into influx and what, uh, was amazing to see. >>And as kind of the, the super cool moment with influx is, um, when we hooked that up to Grafana Grafana as the visualization platform we used with influx, cuz it works really well with it. Uh, there was like this aha moment of our engineers who are used to this post process kind of method for dealing with their data where they could just almost instantly easily discover data that they hadn't been able to see before and take the manual processes that they would run after a test and just throw those all in influx and have live data as tests were coming. And, you know, I saw them implementing like crazy rocket equation type stuff in influx, and it just was totally game changing for how we tested. >>So Angelo, I was explaining in my open, you know, you could, you could add a column in a traditional RDBMS and do time series, but with the volume of data that you're talking about, and the example of the Caleb just gave you, I mean, you have to have a purpose built time series database, where did you first learn about influx DB? >>Yeah, correct. So I work with the data management team, uh, and my first project was the record metrics that measured the performance of our software, uh, the software that we used to process the data. So I started implementing that in a relational database. Um, but then I realized that in fact, I was dealing with time series data and I should really use a solution built for that. And then I started looking at time series databases and I found influx B. And that was, uh, back in 2018. The another use for influx DB that I'm also interested is the visits database. Um, if you think about the observations we are moving the telescope all the time in pointing to specific directions, uh, in the Skype and taking pictures every 30 seconds. So that itself is a time series. And every point in that time series, uh, we call a visit. So we want to record the metadata about those visits and flex to, uh, that time here is going to be 10 years long, um, with about, uh, 1000 points every night. It's actually not too much data compared to other, other problems. It's, uh, really just a different, uh, time scale. >>The telescope at the Ruben observatory is like pun intended, I guess the star of the show. And I, I believe I read that it's gonna be the first of the next gen telescopes to come online. It's got this massive field of view, like three orders of magnitude times the Hub's widest camera view, which is amazing, right? That's like 40 moons in, in an image amazingly fast as well. What else can you tell us about the telescope? >>Um, this telescope, it has to move really fast and it also has to carry, uh, the primary mirror, which is an eight meter piece of glass. It's very heavy and it has to carry a camera, which has about the size of a small car. And this whole structure weighs about 300 tons for that to work. Uh, the telescope needs to be, uh, very compact and stiff. Uh, and one thing that's amazing about it's design is that the telescope, um, is 300 tons structure. It sits on a tiny film of oil, which has the diameter of, uh, human hair. And that makes an almost zero friction interface. In fact, a few people can move these enormous structure with only their hands. Uh, as you said, uh, another aspect that makes this telescope unique is the optical design. It's a wide field telescope. So each image has, uh, in diameter the size of about seven full moons. And, uh, with that, we can map the entire sky in only, uh, three days. And of course doing operations everything's, uh, controlled by software and it is automatic. Um there's a very complex piece of software, uh, called the scheduler, which is responsible for moving the telescope, um, and the camera, which is, uh, recording 15 terabytes of data every night. >>Hmm. And, and, and Angela, all this data lands in influx DB. Correct. And what are you doing with, with all that data? >>Yeah, actually not. Um, so we are using flex DB to record engineering data and metadata about the observations like telemetry events and commands from the telescope. That's a much smaller data set compared to the images, but it is still challenging because, uh, you, you have some high frequency data, uh, that the system needs to keep up and we need to, to start this data and have it around for the lifetime of the price. Mm, >>Got it. Thank you. Okay, Caleb, let's bring you back in and can tell us more about the, you got these dishwasher size satellites. You're kind of using a multi-tenant model. I think it's genius, but, but tell us about the satellites themselves. >>Yeah, absolutely. So, uh, we have in space, some satellites already that as you said, are like dishwasher, mini fridge kind of size. Um, and we're working on a bunch more that are, you know, a variety of sizes from shoebox to, I guess, a few times larger than what we have today. Uh, and it is, we do shoot to have effectively something like a multi-tenant model where, uh, we will buy a bus off the shelf. The bus is, uh, what you can kind of think of as the core piece of the satellite, almost like a motherboard or something where it's providing the power. It has the solar panels, it has some radios attached to it. Uh, it handles the attitude control, basically steers the spacecraft in orbit. And then we build also in house, what we call our payload hub, which is, has all, any customer payloads attached and our own kind of edge processing sort of capabilities built into it. >>And, uh, so we integrate that. We launch it, uh, and those things, because they're in lower orbit, they're orbiting the earth every 90 minutes. That's, you know, seven kilometers per second, which is several times faster than a speeding bullet. So we've got, we have, uh, one of the unique challenges of operating spacecraft and lower orbit is that generally you can't talk to them all the time. So we're managing these things through very brief windows of time, uh, where we get to talk to them through our ground sites, either in Antarctica or, you know, in the north pole region. >>Talk more about how you use influx DB to make sense of this data through all this tech that you're launching into space. >>We basically previously we started off when I joined the company, storing all of that as Angelo did in a regular relational database. And we found that it was, uh, so slow in the size of our data would balloon over the course of a couple days to the point where we weren't able to even store all of the data that we were getting. Uh, so we migrated to influx DB to store our time series telemetry from the spacecraft. So, you know, that's things like, uh, power level voltage, um, currents counts, whatever, whatever metadata we need to monitor about the spacecraft. We now store that in, uh, in influx DB. Uh, and that has, you know, now we can actually easily store the entire volume of data for the mission life so far without having to worry about, you know, the size bloating to an unmanageable amount. >>And we can also seamlessly query, uh, large chunks of data. Like if I need to see, you know, for example, as an operator, I might wanna see how my, uh, battery state of charge is evolving over the course of the year. I can have a plot and an influx that loads that in a fraction of a second for a year's worth of data, because it does, you know, intelligent, um, I can intelligently group the data by, uh, sliding time interval. Uh, so, you know, it's been extremely powerful for us to access the data and, you know, as time has gone on, we've gradually migrated more and more of our operating data into influx. >>You know, let's, let's talk a little bit, uh, uh, but we throw this term around a lot of, you know, data driven, a lot of companies say, oh, yes, we're data driven, but you guys really are. I mean, you' got data at the core, Caleb, what does that, what does that mean to you? >>Yeah, so, you know, I think the, and the clearest example of when I saw this be like totally game changing is what I mentioned before at Astro where our engineer's feedback loop went from, you know, a lot of kind of slow researching, digging into the data to like an instant instantaneous, almost seeing the data, making decisions based on it immediately, rather than having to wait for some processing. And that's something that I've also seen echoed in my current role. Um, but to give another practical example, uh, as I said, we have a huge amount of data that comes down every orbit, and we need to be able to ingest all of that data almost instantaneously and provide it to the operator. And near real time, you know, about a second worth of latency is all that's acceptable for us to react to, to see what is coming down from the spacecraft and building that pipeline is challenging from a software engineering standpoint. >>Um, our primary language is Python, which isn't necessarily that fast. So what we've done is started, you know, in the, in the goal of being data driven is publish metrics on individual, uh, how individual pieces of our data processing pipeline are performing into influx as well. And we do that in production as well as in dev. Uh, so we have kind of a production monitoring, uh, flow. And what that has done is allow us to make intelligent decisions on our software development roadmap, where it makes the most sense for us to, uh, focus our development efforts in terms of improving our software efficiency. Uh, just because we have that visibility into where the real problems are. Um, it's sometimes we've found ourselves before we started doing this kind of chasing rabbits that weren't necessarily the real root cause of issues that we were seeing. Uh, but now, now that we're being a bit more data driven, there we are being much more effective in where we're spending our resources and our time, which is especially critical to us as we scale to, from supporting a couple satellites, to supporting many, many satellites at >>Once. Yeah. Coach. So you reduced those dead ends, maybe Angela, you could talk about what, what sort of data driven means to, to you and your teams? >>I would say that, um, having, uh, real time visibility, uh, to the telemetry data and, and metrics is, is, is crucial for us. We, we need, we need to make sure that the image that we collect with the telescope, uh, have good quality and, um, that they are within the specifications, uh, to meet our science goals. And so if they are not, uh, we want to know that as soon as possible and then, uh, start fixing problems. >>Caleb, what are your sort of event, you know, intervals like? >>So I would say that, you know, as of today on the spacecraft, the event, the, the level of timing that we deal with probably tops out at about, uh, 20 Hertz, 20 measurements per second on, uh, things like our, uh, gyroscopes, but the, you know, I think the, the core point here of the ability to have high precision data is extremely important for these kinds of scientific applications. And I'll give an example, uh, from when I worked at, on the rocket at Astra there, our baseline data rate that we would ingest data during a test is, uh, 500 Hertz. So 500 samples per second. And in some cases we would actually, uh, need to ingest much higher rate data, even up to like 1.5 kilohertz. So, uh, extremely, extremely high precision, uh, data there where timing really matters a lot. And, uh, you know, I can, one of the really powerful things about influx is the fact that it can handle this. >>That's one of the reasons we chose it, uh, because there's times when we're looking at the results of a firing where you're zooming in, you know, I talked earlier about how on my current job, we often zoom out to look, look at a year's worth of data. You're zooming in to where your screen is preoccupied by a tiny fraction of a second. And you need to see same thing as Angela just said, not just the actual telemetry, which is coming in at a high rate, but the events that are coming out of our controllers. So that can be something like, Hey, I opened this valve at exactly this time and that goes, we wanna have that at, you know, micro or even nanosecond precision so that we know, okay, we saw a spike in chamber pressure at, you know, at this exact moment, was that before or after this valve open, those kind of, uh, that kind of visibility is critical in these kind of scientific, uh, applications and absolutely game changing to be able to see that in, uh, near real time and, uh, with a really easy way for engineers to be able to visualize this data themselves without having to wait for, uh, software engineers to go build it for them. >>Can the scientists do self-serve or are you, do you have to design and build all the analytics and, and queries for your >>Scientists? Well, I think that's, that's absolutely from, from my perspective, that's absolutely one of the best things about influx and what I've seen be game changing is that, uh, generally I'd say anyone can learn to use influx. Um, and honestly, most of our users might not even know they're using influx, um, because what this, the interface that we expose to them is Grafana, which is, um, a generic graphing, uh, open source graphing library that is very similar to influx own chronograph. Sure. And what it does is, uh, let it provides this, uh, almost it's a very intuitive UI for building your queries. So you choose a measurement and it shows a dropdown of available measurements. And then you choose a particular, the particular field you wanna look at. And again, that's a dropdown, so it's really easy for our users to discover. And there's kind of point and click options for doing math aggregations. You can even do like perfect kind of predictions all within Grafana, the Grafana user interface, which is really just a wrapper around the APIs and functionality of the influx provides putting >>Data in the hands of those, you know, who have the context of domain experts is, is key. Angela, is it the same situation for you? Is it self serve? >>Yeah, correct. Uh, as I mentioned before, um, we have the astronomers making their own dashboards because they know what exactly what they, they need to, to visualize. Yeah. I mean, it's all about using the right tool for the job. I think, uh, for us, when I joined the company, we weren't using influx DB and we, we were dealing with serious issues of the database growing to an incredible size extremely quickly, and being unable to like even querying short periods of data was taking on the order of seconds, which is just not possible for operations >>Guys. This has been really formative it's, it's pretty exciting to see how the edge is mountaintops, lower orbits to be space is the ultimate edge. Isn't it. I wonder if you could answer two questions to, to wrap here, you know, what comes next for you guys? Uh, and is there something that you're really excited about that, that you're working on Caleb, maybe you could go first and an Angela, you can bring us home. >>Uh, basically what's next for loft. Orbital is more, more satellites, a greater push towards infrastructure and really making, you know, our mission is to make space simple for our customers and for everyone. And we're scaling the company like crazy now, uh, making that happen, it's extremely exciting and extremely exciting time to be in this company and to be in this industry as a whole, because there are so many interesting applications out there. So many cool ways of leveraging space that, uh, people are taking advantage of. And with, uh, companies like SpaceX and the now rapidly lowering cost, cost of launch, it's just a really exciting place to be. And we're launching more satellites. We are scaling up for some constellations and our ground system has to be improved to match. So there's a lot of, uh, improvements that we're working on to really scale up our control software, to be best in class and, uh, make it capable of handling such a large workload. So >>You guys hiring >><laugh>, we are absolutely hiring. So, uh, I would in we're we need, we have PE positions all over the company. So, uh, we need software engineers. We need people who do more aerospace, specific stuff. So, uh, absolutely. I'd encourage anyone to check out the loft orbital website, if there's, if this is at all interesting. >>All right. Angela, bring us home. >>Yeah. So what's next for us is really, uh, getting this, um, telescope working and collecting data. And when that's happen is going to be just, um, the Lu of data coming out of this camera and handling all, uh, that data is going to be really challenging. Uh, yeah. I wanna wanna be here for that. <laugh> I'm looking forward, uh, like for next year we have like an important milestone, which is our, um, commissioning camera, which is a simplified version of the, of the full camera it's going to be on sky. And so yeah, most of the system has to be working by them. >>Nice. All right, guys, you know, with that, we're gonna end it. Thank you so much, really fascinating, and thanks to influx DB for making this possible, really groundbreaking stuff, enabling value creation at the edge, you know, in the cloud and of course, beyond at the space. So really transformational work that you guys are doing. So congratulations and really appreciate the broader community. I can't wait to see what comes next from having this entire ecosystem. Now, in a moment, I'll be back to wrap up. This is Dave ante, and you're watching the cube, the leader in high tech enterprise coverage. >>Welcome Telegraph is a popular open source data collection. Agent Telegraph collects data from hundreds of systems like IOT sensors, cloud deployments, and enterprise applications. It's used by everyone from individual developers and hobbyists to large corporate teams. The Telegraph project has a very welcoming and active open source community. Learn how to get involved by visiting the Telegraph GitHub page, whether you want to contribute code, improve documentation, participate in testing, or just show what you're doing with Telegraph. We'd love to hear what you're building. >>Thanks for watching. Moving the world with influx DB made possible by influx data. I hope you learn some things and are inspired to look deeper into where time series databases might fit into your environment. If you're dealing with large and or fast data volumes, and you wanna scale cost effectively with the highest performance and you're analyzing metrics and data over time times, series databases just might be a great fit for you. Try InfluxDB out. You can start with a free cloud account by clicking on the link and the resources below. Remember all these recordings are gonna be available on demand of the cube.net and influx data.com. So check those out and poke around influx data. They are the folks behind InfluxDB and one of the leaders in the space, we hope you enjoyed the program. This is Dave Valante for the cube. We'll see you soon.
SUMMARY :
case that anyone can relate to and you can build timestamps into Now, the problem with the latter example that I just gave you is that you gotta hunt As I just explained, we have an exciting program for you today, and we're And then we bring it back here Thanks for coming on. What is the story? And, and he basically, you know, from my point of view, he invented modern time series, Yeah, I think we're, I, you know, I always forget the number, but it's something like 230 or 240 people relational database is the one database to rule the world. And then you get the data lake. So And so you get to these applications Isn't good enough when you need real time. It's like having the feature for, you know, you buy a new television, So this is a big part of how we're seeing with people saying, Hey, you know, And so you get the dynamic of, you know, of constantly instrumenting watching the What are you seeing for your, with in, with influx DB, So a lot, you know, Tesla, lucid, motors, Cola, You mentioned, you know, you think of IOT, look at the use cases there, it was proprietary And so the developer, So let's get to the developer real quick, real highlight point here is the data. So to a degree that you are moving your service, So when you bring in kind of old way, new way old way was you know, the best of the open source world. They have faster time to market cuz they're assembling way faster and they get to still is what we like to think of it. I mean systems, uh, uh, systems have consequences when you make changes. But that's where the that's where the, you know, that that Boeing or that airplane building analogy comes in So I'll have to ask you if I'm the customer. Because now I have to make these architectural decisions, as you mentioned, And so that's what you started building. And since I have a PO for you and a big check, yeah. It's not like it's, you know, it's not like it's doing every action that's above, but it's foundational to build What would you say to someone looking to do something in time series on edge? in the build business of building systems that you want 'em to be increasingly intelligent, Brian Gilmore director of IOT and emerging technology that influx day will join me. So you can focus on the Welcome to the show. Sort of, you know, riding along with them is they're successful. Now, you go back since 20 13, 14, even like five years ago that convergence of physical And I think, you know, those, especially in the OT and on the factory floor who weren't able And I think I, OT has been kind of like this thing for OT and, you know, our client libraries and then working hard to make our applications, leveraging that you guys have users in the enterprise users that IOT market mm-hmm <affirmative>, they're excited to be able to adopt and use, you know, to optimize inside the business as compared to just building mm-hmm <affirmative> so how do you support the backwards compatibility of older systems while maintaining open dozens very hard work and a lot of support, um, you know, and so by making those connections and building those ecosystems, What are some of the, um, soundbites you hear from customers when they're successful? machines that go deep into the earth to like drill tunnels for, for, you know, I personally think that's a hot area because I think if you look at AI right all of the things you need to do with that data in stream, um, before it hits your sort of central repository. So you have that whole CEO perspective, but he brought up this notion that You can start to compare asset to asset, and then you can do those things like we talked about, So in this model you have a lot of commercial operations, industrial equipment. And I think, you know, we are, we're building some technology right now. like, you know, either in low earth orbit or you know, all the way sort of on the other side of the universe. I think you bring up a good point there because one of the things that's common in the industry right now, people are talking about, I mean, I think you talked about it, uh, you know, for them just to be able to adopt the platform How do you view view that? Um, you know, and it, it allows the developer to build all of those hooks for not only data creation, There's so much data out there now. that data from point a to point B and you know, to process it correctly so that the end And, and the democratization is the benefit. allow them to just port to us, you know, directly from the applications and the languages Thanks for sharing all, all the complexities and, and IOT that you Well, thank any, any last word you wanna share No, just, I mean, please, you know, if you're, if you're gonna, if you're gonna check out influx TV, You're gonna hear more about that in the next segment, too. the moment that you can look at to kind of see the state of what's going on. And we often point to influx as a solution Tell us about loft Orbi and what you guys do to attack that problem. So that it's almost as simple as, you know, We are kind of groundbreaking in this area and we're serving, you know, a huge variety of customers and I knew, you know, I want to be in the space industry. famous woman scientist, you know, galaxy guru. And we are going to do that for 10 so you probably spent some time thinking about what's out there and then you went out to earn a PhD in astronomy, Um, the dark energy survey So it seems like you both, you know, your organizations are looking at space from two different angles. something the nice thing about InfluxDB is that, you know, it's so easy to deploy. And, you know, I saw them implementing like crazy rocket equation type stuff in influx, and it Um, if you think about the observations we are moving the telescope all the And I, I believe I read that it's gonna be the first of the next Uh, the telescope needs to be, And what are you doing with, compared to the images, but it is still challenging because, uh, you, you have some Okay, Caleb, let's bring you back in and can tell us more about the, you got these dishwasher and we're working on a bunch more that are, you know, a variety of sizes from shoebox sites, either in Antarctica or, you know, in the north pole region. Talk more about how you use influx DB to make sense of this data through all this tech that you're launching of data for the mission life so far without having to worry about, you know, the size bloating to an Like if I need to see, you know, for example, as an operator, I might wanna see how my, You know, let's, let's talk a little bit, uh, uh, but we throw this term around a lot of, you know, data driven, And near real time, you know, about a second worth of latency is all that's acceptable for us to react you know, in the, in the goal of being data driven is publish metrics on individual, So you reduced those dead ends, maybe Angela, you could talk about what, what sort of data driven means And so if they are not, So I would say that, you know, as of today on the spacecraft, the event, so that we know, okay, we saw a spike in chamber pressure at, you know, at this exact moment, the particular field you wanna look at. Data in the hands of those, you know, who have the context of domain experts is, issues of the database growing to an incredible size extremely quickly, and being two questions to, to wrap here, you know, what comes next for you guys? a greater push towards infrastructure and really making, you know, So, uh, we need software engineers. Angela, bring us home. And so yeah, most of the system has to be working by them. at the edge, you know, in the cloud and of course, beyond at the space. involved by visiting the Telegraph GitHub page, whether you want to contribute code, and one of the leaders in the space, we hope you enjoyed the program.
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Brian Gilmore, InfluxData
>>Okay. Now we're joined by Brian Gilmore, director of IOT and emerging technologies at influx data. Welcome to the show. >>Thank you, John. Great to be >>Here. We just spent some time with Evan going through the company and the value proposition, um, with influx DB, what's the momentum. What do see this coming from? What's the value coming out of this? >>Well, I think it, we're sort of hitting a point where the technology is, is like the adoption of it is becoming mainstream. We're seeing it in all sorts of organizations, everybody from like the most well funded sort of advanced big technology companies to the smaller academics, the startups and the managing of that sort, sort of data that emits from that technology is time series and us being able to give them a, a platform, a tool that's super easy to use, easy to start. And then of course we'll grow with them is, has been key to us, sort of, you know, riding along with them is they're successful. >>Evan was mentioning that time series has been on everyone's radar and that's in the OT business for years. Now, you go back 20 13, 14, even like five years ago that convergence of physical and digital coming together, IP enabled edge. Yeah. Edge has always been kind of hyped up, but why now? Why, why is the edge so hot right now from an adoption standpoint? Is it because it's just evolution, the tech getting better? >>I think it's, it's, it's twofold. I think that, you know, there was, I would think for some people, everybody was so focused on cloud over the last probably 10 years. Mm-hmm <affirmative> that they forgot about the compute that was available at the edge. And I think, you know, those, especially in the OT and on the factory floor who weren't able to take advantage full advantage of cloud through their applications, you know, still needed to be able to leverage that compute at the edge. I think the big thing that we're seeing now, which is trusting is, is that there's like a hybrid nature to all of these applications where there is definitely some data that's generated on the edge. There's definitely done some data that's generated in the cloud. And it's the ability for a developer to sort of like tie those two systems together and work with that data in a very unified uniform way. Um, that's giving them the opportunity to build solutions that, you know, really deliver value to whatever it is they're trying to do, whether it's, you know, the, the outer reaches of outer space or whether it's optimizing the factory floor. >>Yeah. I think, I think one of the things you also mentioned genome too, dig big data is coming to the real world. And I think I, I O T has been kind of like this thing for OT and, and some use case, but now with the, with the cloud, all companies have an edge strategy now. So yeah, what's the secret sauce because now this is hot, hot product for the whole world and not just industrial, but all businesses. What's the secret sauce. >>Well, I mean, I think part of it is just that the technology is becoming more capable and that's especially on the hardware side, right? I mean, like technology compute is getting smaller and smaller and smaller. And we find that by supporting all the way down to the edge, even to the micro controller layer with our, um, you know, our client libraries and then working hard to make our applications, especially the database as small as possible so that it can be located as close to sort of the point of origin of that data in the edge as possible is, is, is fantastic. Now you can take that. You can run that locally. You can do your local decision making. You can use influx DB as sort of an input to automation control the autonomy that people are trying to drive at the edge, but when you link it up with everything that's in the cloud, that's when you get all of the sort of cloud scale capabilities of parallel eyes, AI, and machine learning and all of that. So >>What's interesting is the open source success has been something that we've talked about a lot in the cube about how people are leveraging that you guys have users in the enterprise users at I O T market mm-hmm <affirmative>, but you got developers now. Yeah. Kind of together brought that up. How do you see that emerging? How do developers engage? What are some of, as you're seeing that developers are really getting into with influx DB what's >>Yeah. Well, I mean, I think there are the developers who are building companies, right? I mean, these are the startups and the folks that we love to work with who are building new, you know, new services, new products, things like that. And, you know, especially on the consumer side of, I T there's a lot of that, just those developers, but I think we, you gotta pay attention to those enterprise develop as well, right? There are tons of people with the, the title of engineer in, in your regular enterprise organizations. And they're there for a systems integration. They're there for, you know, looking at what they would build versus what they would buy. And a lot of them come from, you know, a strong, open source background and they, they know the communities, they know the top platforms in those spaces and, and, you know, they're excited to be able to adopt and use, you know, to optimize inside the business as compared to just building a brand new one. >>You know, it's interesting too, when Evan and I were talking about open source versus closed OT systems, mm-hmm <affirmative> so how do you support the backwards compatibility of older systems while maintaining opens dozens of data formats out there? A bunch of standards, protocols, new things are emerging, and everyone wants to have a control plane. Everyone wants to leverage the value of data. How do you guys keep track of it all? What do you guys support? >>Yeah, well, I mean, I think either through direct connection, like we have a product called Telegraph, it's unbelievable. It's open source, it's an edge agent. You can run it as close to the edge as you'd like, it speaks dozens of different protocols and its own, right. A couple of which M Q T T UA are very, very, um, applicable to these IOT use cases. But then we also, because we are sort of not only open source, but open in terms of our ability to collect data, we have a lot of partners who have built really great integrations from their own middleware, into influx DB. These are companies like cap wire and high by who are really experts in those downstream industrial protocols. I mean, that's a business, not everybody wants to be in. It requires some very specialized, very hard work and a lot of support, um, you know, and so by making those connections and building those ecosystems, we get the best of both worlds. The customers can use the platforms they need up to the point where they would be putting into our database. >>What's some of the customer testimonies that they, that share with you. Can you share some anecdotal, all kind of like, wow, that's the best thing I've ever used. That's really changed my business. Or this is a great tech that didn't helped me in these other areas. What are some of the, um, sound bites you hear from customers when they're successful? >>Yeah. I mean, I think it ranges. You've got customers who are, you know, just finally being able to do the monitoring of assets, you know, sort of at the edge in the field, we have a customer who's who has these tunnel boring machines that go deep into the earth to like drill tunnels for, for, you know, cars and, and, you know, trains and things like that. You know, they are just excited to be able to stick a database onto those tunnel, boring machines, send them in to the depths of the earth and know that when they come out, all of that telemetry at a very high frequency has been like safely stored. And then it can just very quickly and instantly connect up to their, you know, centralized database. So like just having that visibility is brand new to them. And that's super important. On the other hand, you have customers who are way far beyond the monitoring use case. >>We're, they're actually using the historical records in the time series database to, um, like I think Evan mentioned like forecast things. So for predictive maintenance, being able to pull in the telemetry from the machines, but then also all of that external enrichment data, the metadata, the temperatures, the pressures who was operating the machine, those types of things, and being able to of easily integrate with platforms like Jupyter notebooks. Yeah. Or, you know, all of those scientific computing and machine learning libraries to be able to build the models, train the models, and then they can send that information back down to influx TV to apply it and detect those anomalies, which >>Are, I think that's gonna be an, an area. I personally think that's a hot area because I think if you look at AI right now yeah. It's all about two training, the machine learning albums after the fact. So time series becomes hugely important. Yeah. Cause now you're thinking, okay, the data matters post time. Yeah. For sure. And then it gets updated the new time. Yeah. So it's like constant data cleansing data iteration, data programming. We're starting to see this new use case emerge in the data feed. Yep. >>Yeah. I mean, I think >>You >>Agree. Yeah, of course. Yeah. The, the ability to sort of handle those pipelines of data smartly, um, intelligently, and then to be able to do all of the things you need to do with that data in stream, um, before it hits your sort of central repository. And, and we make that really easy for customers like Telegraph, not only does it have sort of the inputs to connect up to all of those protocols and the ability to capture and connect up to the, to the partner data. But also it has a whole bunch of capabilities around being able to process that data, enrich it, reformat it, route it, do whatever you need. So at that point you're basically able to, you're playing your data in exactly the way you would wanna do it. You're routing it to D and you know, destinations and, and it's, it's, it's not something that really has been in the realm of possibility until this point. Yeah. >>Yeah. And when Evan was on it's great. He was a CEO. So he sees the big picture with customers. He was, he kind of put the package together that said, Hey, we got a system. We got customers, people are wanting to leverage our product. What's your PO they're sell, he's selling too as well. So you have that whole C your perspective, but he brought up this notion that there's multiple personas involved in kind of the influx DB system architect. You got developers and users. Can you talk about that? Reality as customers start to commercialize and operationalize this from a commercial standpoint, you got a relationship to the cloud. Yep. The edge is there. Yep. The edge is getting super important, but cloud brings a lot of scale to the table. So what is the relationship to the cloud? Can you share your thoughts on edge and its relationship to the cloud? Yeah. >>I mean, I think edge, you know, edge is you can think of it really as like the local information, right? So it's, it's generally like compartmentalized to a point of like, you know, a single asset or a single factory align, whatever. Um, but what people do who wanna pro they wanna be able to make the decisions there at the edge locally, um, quickly minus the latency of sort of taking that large volume of data, shipping it to the cloud and doing something with it there. So we allow, allow them to do exactly that. Then what they can do is they can actually down sample that data or they can, you know, detect like the really important metrics or the anomalies. And then they can ship that to a central database in the cloud where they can do all sorts of really interesting things with it. Like you can get that centralized view of all of your global assets. You can start to compare asset to asset, and then you can do as things like we talked about, whereas you can do predictive types of analytics or, you know, larger scale anomaly >>Detections. So in this model you have a lot of commercial operations, industrial equipment. Yep. The physical plant, physical business with virtual data cloud all coming together. What's the future for influx DB from a tech standpoint. Cause you got open. Yep. There's an ecosystem there. Yep. You have customers who want operational reliability for sure. I mean, so you got organic <laugh> >>Yeah. Yeah. I mean, I think, you know, again, we got iPhones when everybody's waiting for flying cars. Right. So I don't know. We can like absolutely perfectly predict what's coming, but I think there are some givens and I think those givens are gonna be that the world is only gonna become more hybrid. Right. And then, you know, so we are going to have much more widely distributed, you know, situations where you have data being generated in the cloud, you have data gen being generated at the edge and then there's gonna be data generated sort sort of at all points in between like physical locations as well as things that are, that are very virtual. And I think, you know, we are, we're building some technology right now. That's going to allow, um, the concept of a database to be much more fluid and flexible, sort of more aligned with what a file would be like. >>And so being able to move data to the compute for analysis or move the compute to the data for analysis, those are the types of, of solution is that we'll be bringing to the customers sort of over the next little bit. Um, but I also think we have to start thinking about like what happens when the edge is actually off the planet, right. I mean, we've got customers, you're gonna talk to two of them, uh, in the panel who are actually working with data that comes from like outside the earth. Like, you know, either in low earth orbit or, you know, all the, you sort of on the other side of the universe and, and to be able to process data like that and to do so in a way it's it's we gotta, we gotta build the fundamentals for that right now on the factory floor and in the mines and in the tunnels. Um, so that we'll be ready for that >>One. I think you bring up a good point there because one of the things that's common in the industry right now, people are talking about, this is kind of new thinking is hyper scale's always been built up full stack developers, even the old OT world that Evan was pointing out, that they built everything. Right. And the world's going into more assembly with core competency and IP and also property being the core of their apple. So faster assembly and building <affirmative>, but also integration. You got all this new stuff happening. Yeah. And that's to separate out the data complexity from the app. Yes. So space genome. Yep. Driving cars throws off massive data. >>It does. >>So is Tesla and there is the car the same as the data layer. >>I mean, yeah. It's, it's certainly a point of origin. I think the thing that we wanna do is we wanna let the developers work on the world, changing problems, the things that they're trying to solve, whether it's, you know, energy or, you know, any of the other health or, you know, other challenges that these teams are, are building against. And we'll worry about that time series data in the underlying data platforms so that they don't have to. Right. I mean, I think you talked about it, uh, you know, for them just to be able to adopt the platform quickly, integrate it with their data sources and the other pieces of their applications. It's going to allow them to bring much faster time to market on these products. It's gonna allow them to be more iterative. They're gonna be able to do more sort of testing and things like that. And ultimately will it'll accelerate the adoption and the creation of >>Technology. You mentioned earlier in, in our talk about unification of data. Yeah. How about APIs? Cuz developers love APIs in the cloud unifying APIs. How do you view view that? >>Yeah, I mean, we are APIs, that's the product itself. Like everything people like to think of it is sort of having this nice front end, but the front end is B built on our public APIs. Um, you know, and it, it allows the developer to build all of those hooks for not only data creation, but then data processing, data analytics, and then, you know, sort of data extraction to bring it to other platforms or other applications, microservices, whatever it might be. So, I mean, it is a world of APIs right now and you know, we, we bring a very sort of useful set of them for managing the time series data. These guys are all challenged with. >>It's interesting. You and I were talking before we came on camera about how, um, data feels gonna have this kind of SRE role that DevOps had site reliability engineers, which managed a bunch of there's so much data out there now. Yeah. >>Yeah. It's like raining data for sure. And I think like that ability to like one of the best jobs on the planet is gonna be to be able to like, sort of be that data Wrangler, to be able to understand like what the data sources are, what the data formats are, how to be able to efficiently move that data from point a to point B and you know, to process it correctly so that the end users of that data aren't doing any of that sort of hard upfront preparation collection, storage work >>That's data as code. I mean, data engineering. It is, it is becoming a new discipline it for sure. And, and the democratization is the benefit. Yeah. To everyone, data science get easier. I mean, data science, but they wanna make it easy. Right. <laugh> yeah. They wanna do the analysis, right? >>Yeah. I mean, I think, you know, it's, it's a really good point. I think like we try to give our users as many ways as there could be possible to get data in and get data out. We sort of think about it as meeting them where they are. Right. So like we build, we have the sort of client libraries that allow them to just port to us, you know, directly from the applications and the languages that they're writing, but then they can also pull it out. And at that point nobody's gonna know the users, the end consumers of that data, better than those people who are building those applications. And so they're building these users and interfaces, which are making all of that data accessible for, you know, their end users inside their organization. >>Well, Brian, great segment, great insight. Thanks for sharing all, all the complexities and, and IOT that you guys help take away with APIs and, and assembly and, and all the system architectures that are changing edge is real cloud is real, absolutely mainstream enterprises. New got developer attraction too. So congratulations. >>Yeah. It's >>Great. Well, thank you. Any, any last word you wanna share >>Deal with? No, just, I mean, please, you know, if you're, if you're gonna, if you're gonna check out influx TV, download it, try out the open source contribute if you can. That's a, that's a huge thing. It's part of being the open source community. Um, you know, but definitely just, just use it. I think once people use it, they try it out. They'll understand very, very >>Quickly awesome open source with developers, enterprise and edge coming together >>All together all together. You're gonna hear more about that in the next segment, too. >>Thanks for coming on. Okay. Thanks. When we return, Dave Lon will lead a panel on edge and data influx DB. You're watching the cube, the leader and high tech enterprise coverage.
SUMMARY :
Welcome to the show. What's the value coming out of this? has been key to us, sort of, you know, riding along with them is they're successful. Now, you go back 20 13, 14, even like five years ago that convergence of physical to take advantage full advantage of cloud through their applications, you know, still needed to be able to leverage that And I think I, I O T has been kind of like this thing for OT and, all the way down to the edge, even to the micro controller layer with our, um, you know, that you guys have users in the enterprise users at I O T market mm-hmm <affirmative>, they're excited to be able to adopt and use, you know, to optimize inside the business as compared to just building How do you guys keep track of it all? very hard work and a lot of support, um, you know, and so by making those connections and building those What are some of the, um, sound bites you hear from customers when they're successful? machines that go deep into the earth to like drill tunnels for, for, you know, Or, you know, all of those scientific computing and machine learning libraries to be able to build I personally think that's a hot area because I think if you look at AI right now You're routing it to D and you know, So you have that whole C your perspective, but he brought up this notion that I mean, I think edge, you know, edge is you can think of it really as like the local information, I mean, so you got organic <laugh> And I think, you know, we are, we're building some technology right now. Like, you know, either in low earth orbit or, you know, all the, you sort of on the other side of And that's to separate out the data complexity from the app. I mean, I think you talked about it, uh, you know, for them just to be able to adopt How do you view view that? but then data processing, data analytics, and then, you know, sort of data extraction to bring it to other kind of SRE role that DevOps had site reliability engineers, which managed a bunch of there's how to be able to efficiently move that data from point a to point B and you know, and the democratization is the benefit. that allow them to just port to us, you know, directly from the applications and you guys help take away with APIs and, and assembly and, and all the system architectures that are changing Any, any last word you wanna share No, just, I mean, please, you know, if you're, if you're gonna, if you're gonna check out influx TV, You're gonna hear more about that in the next segment, too. When we return, Dave Lon will lead a panel on edge
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Laureen Knudsen V1
>> Narrator: From theCUBE Studios in Palo Alto, in Boston, connecting with thought leaders all around the world, this is a CUBE conversation. >> Hey, welcome back, everybody. Jeff Frick here with theCUBE. We're in our Palo Alto Studios today, talking about a pretty interesting topic. You probably haven't heard of it, but you're going to know a lot of the attributes and it's going to sound very familiar. And that's BizOps, the concept of BizOps. We've heard about DevOps and DevSecOps and a whole bunch of ops, but BizOps is really a new twist and a new way to think about this. And we're excited to have the woman who actually wrote the book on the topic. She's Laureen Knudsen. She's a Chief Transformation Officer from Broadcom. She's also the co-author of the "Modern Business Management: Creating a Built-to-Change Organization", and a founding member of the BizOps Coalition. Laureen, great to see you. >> Great to be here. Thanks so much for having me. >> Absolutely. For people that aren't familiar with BizOps, give us kind of the quick high level. What is BizOps? >> BizOps is a new way of doing business. Just like Agile changed engineering and DevOps changed how we put things into production, BizOps is changing from soup to nuts. So from concept to cash or strategy to execution, right. There's a lot of... This has been talked about for a few years now, but this is formalizing that structure. So what do you need to do to truly have your strategy linked to your customer base? And so it's creating that umbrella over all of these other ops processes that brings it all together to tie the top to the bottom. >> Right. So, DevOps, right, fundamentally changed, the way the software gets developed. There used to be waterfall, it used to be data market's development document and then a product requirements document, then you put together a plan and you code it for six months or nine months, threw it over the Wall operations, and then hopefully they delivered. That doesn't happen anymore. And that was really set forth about 20 years ago when this kind of revolution happened on the software side. So what's been happening on the business side, and why now do they need their own ops to be pulled into this process? >> Well, sort of in the same way that things happened in the late 1990s, where certain organizations started to realize that that wasn't the most efficient way to create software and came together and created the Agile Manifesto. We've realized that there's certain things in doing business that make us much more effective and efficient. Things like bringing a data stream from the top to the bottom so every level of the organization has the data they need to run their business. Having that trust run throughout the organization, having that communication and that transparency from the strategy to the execution. You know, the global economy is just in dire straits right now, and the world is moving faster than ever. And so being able to respond to that change is vital at all levels of the organization. >> So you wrote the book years ago, I'm sure you've speaking to ton of business leaders, you know, as an author of the book, what were the biggest inhibitors to kind of the adoption of these ops and there must have been something, because why then did you found this coalition? What was the, you know, kind of the founding principle behind the coalition? >> Well, a bunch of industry leaders have come together to realize that in the same way that development needed to change in the early 2000s, really business needs to change today. And to your point, we've been talking about this for a while. Different companies are doing it better than others. And the ones that are doing this well are really heads and tails succeeding above the others. So, it's not easy though. It's not easy to change an entire organization and to change the way you do business. So, the coalition is bringing together some principles and values. We've come together to talk about how we're doing business differently and what actually works. And the main things you need to focus on in order to ensure success. >> Right. But you did it loud and proud with this declarative manifesto and then an event, actually, later this month that you're going to have to really unveil the manifesto, October 15th. I think it's 9:00, or excuse me, >> 11: 00 AM Eastern, 8:00 AM Pacific. Manifesto, right? Just the word manifesto, elicits all types of, kind of emotional response and really strong declarative statement of purpose and mission. So, why the manifesto and what's really the key pieces of the manifesto? >> You know, you need the principles that go along to help you change people, process and technology. And a lot of folks are focusing only on the technology and the data that comes from that technology and all that is key and vital to the way that you run your business differently. It's not the only piece. And so we need to focus on how do we get to bring the people along with us, how do we change our processes to be more efficient and effective. And the four values and the principles that we've created as this coalition, really help companies to do that more easily and to know they're on the right track, in the same way that the Agile principles and the values that brought out in the Agile Manifesto did. >> Right. So, I have a preview version here of the values. And I think it is really important for people to stay kind of fundamental values. 'Cause then everything builds from that and if there's ever a question, you can go back to the values as of a reference point. But just to read a few of, you know, business outcomes over individual projects, trust and collaboration over siloed teams and organizations, data-driven decisions over opinions and judgment calls, and finally, learn responded pivot over following a documented plan. And that seems so, right, so simple and so foundational and so fundamental to the way business works today. But the fact that you have to put this coalition together, and the fact that you're publishing this manifesto, tells me that the adoption really isn't where it should be. And this is really a new way to try to drive the adoption of these values. >> Absolutely. I mean, everybody seems to understand that they need to focus on their customers and that they need to focus on outcomes, but you can't just take something, you know, once you have work in progress and say, well, what's the value of this one piece of work. You have to have started at the beginning to come with the right outcome you're trying to meet, and then ensure that you're doing that all along the path to creating that and to bringing that to your customer base. It's focusing on your customers and creating the trust with your customers as well as through your organization. The data is really vital. Being able to run our businesses on real data and know the reality of the situation rather than at status reports that were created by people saying, yeah, I'm done, but there's no definition of done, right? It's fundamentally changing how we do business, which sounds easy. But as we know because of the Agile transformations that we've done and DevOps transformations that we've done, it's not as easy as it sounds. >> Right. So, why not just try to include more of the business people in the DevOps process? Why the strategy to have BizOps as kind of a standalone activity and again, to have the coalition and manifesto, that means it's super important. Can't the business people participate in the DevOps, or why has that not really been effective? >> It's really a different part of the business. And BizOps is a framework that pulls together all of these other operational pieces. So, security, operations, you know, how do you get something from engineering out to your customers, really were DevOps focuses, right? So, that's great. But running your business includes a lot more than your IT organization or your engineering teams. So this really expands out and brings in all of the rest of the business for how you sell software, how you plan, how you fund your teams, how you look at the work from that high strategic level and ensuring that you create that solid pipeline of data so that you truly know the status of any strategy in your organization. I was working with one group who had really good strategies and they had really good execution and they found that they spent over $100 million annually rolling up that data to try and understand the true status of their strategies. So companies are spending and are being very inefficient in, you know, they're spending millions of dollars on trying to do this link where if you just fundamentally change the way you do business a little bit, day to day, you can have that as a natural outcome of your processes. >> Right. 'Cause you've talked about on some of this stuff about using it as a way to do prioritization and to make sure you're not spending money places that you shouldn't. Another thing that strikes me as I go through the principles are, again, things that in 2020 should not be new information, you know, frequent changes, which was not part of the old paradigm. Trust and transparency. And I think you even tied it back into one of the articles I saw, tying trust and transparency really back to employee engagement, which then drives profitability and productivity. So I wonder if you can talk about the role of trust and in your conversations with people, as you've been kind of developing this idea over the years since the book, getting leaders to, you know, to trust their people, to do what that needs to be done rather than managing tasks, you know, manage the outcome, not manage tasks. >> Right. This is really important. Having trust in your organizations, especially today when everyone's remote, right? And in almost every company in the globe right now, most of their employees are working from their houses. You can't really do command and control well when no one is sitting in your building with you. So being able to have that trust to truly trust in your employees, you know, we spend a lot of money on all of these technical folks that we hire, and then we put people in place to try and direct them what to do on a daily basis. And so having... Building that trust within your organization, and it goes both ways, right? Employees need to trust the leadership, leadership needs to trust the employees, but it's not just from the top level to the end level, right? To the team level. It's actually every level in the middle. So this is truly pulling the pieces of work that we've done over the past few years through the entire organization. It's getting rid of what we call that frozen middle, of middle management and making sure that trust is aligned in there as well. And that the communication and transparency is working through that part of the organization. >> Right. Another principle I want to highlight is talking about the role of machine learning and artificial intelligence. Clearly, we all know, right, data's exploding, et cetera, et cetera, and we want to get the data driven decisions. But what this really calls out is that there's probably more data, both in terms of frequency and complexity, than people can really sift through, in terms of finding what they should be working on and what's important and what's not, you know, the classic separating the signal from the noise. I wonder if you can speak to a little bit about the role of machine learning and artificial intelligence, as an enhancer to productivity in this BizOps world versus a threat to people's jobs. >> Absolutely. I mean, like I said already that there's some companies spending $100 million rolling up data on things that computers can do today, even without machine learning and an AI. But when we put that into place, it really doesn't replace people any more than DevOps removed people from the organization. We automated a lot in testing yet we still have test organizations. It's just a different focus and a way of doing business. And this is no different. I'm seeing a lot of companies though start to try and throw all of their data together. And I've recently started saying that they're creating data land fields when they're attempting to create data lakes. And so you really need to understand your data that you're collecting and why you're collecting it and what outcomes you're trying to get from that data so that you can understand your business and you're not just creating, to your point, more noise. >> Right. So let's shift gears a little bit and talk about the event that's coming up on the 15th, about, you know, kind of, what is the role of the coalition? How should people get involved, what's membership all about, and then what can they expect to happen on the 15th? >> We have 10 industry leaders that have come together to author the BizOps Manifesto. And it's everyone from influencers, transformation experts, CEOs of a lot of companies or of organizations. We have people like Evan Leybourn of the Business Agility Institute and Sally Elatta from AgilityHealth, who have come to help author this and are really transformational leaders across the globe. And to get involved, you can go to bizopsmanifesto.org. and you can sign the manifesto. You can align to that if, you know, if you want to bring this into your own organization, we're happy to help work with that as well. So it's a group of industry leaders who are here to help the globe get more efficient and effective in how they do business. >> It's really interesting, right. It's not really an open source project, but it is kind of a co-opetition in terms of, you know, you're reaching out to lots of different companies and lots of different leaders to participate. They may or may not be competitive, but really this is more kind of an industry, kind of productivity thing, if you will, to bring all these people together at the coalition. Would that be accurate? >> It is accurate, but we're also looking to have competitors. I mean, we've... Competitors is an interesting thing today because there's no company just uses one company software, for example, to automate all of their pieces, right? There's all of these products that have to come together and share data today in the same way that we needed to share, you know, access to software. In the past, integrations were really difficult and now, you know, everyone's got open APIs. It's a very similar thing with data today. And so we are working with our competitors and we're working with, you know, like you said, industry leaders. We have Mik Kersten from Tasktop as part of this as well. We're looking at how we can benefit the companies of the world today, much more efficiently and effectively than we have in the past. So it is a group of people who compete with each other, maybe on a daily basis, but also have the same customers and have the need to help companies today, especially in this economy with the pandemic, right. There's a lot of companies in dire straits right now and we all need to come together as business leaders to help those companies get through this time. And anything that we can do to do that is going to benefit us all in the long run. >> Right. You know, it is really interesting co-opetition, is like you say, most companies have everybody's, you know, a lot of different products and people compete as well as having API connections and having all kinds of interesting relationships. So the lines are not so clean, like they used to be. And as we've seen with DevOps, you know, significant delta in the productivity and the responsiveness and the way software is delivered. So, sounds super exciting. We'll look forward to the event on the 15th. I give you the last word. What are you looking most forward to for the big launch in a couple of weeks? >> I'm really excited for people to give us their feedback on what they think and how this benefits them. And I'm excited to help our customers and help the, you know, the big companies of the world get through these next 18 months. I think we're all in for a bit more of a struggled time, you know, at a difficult time, and anything that we can all do to work together. So I'm looking forward to working with other industry leaders on this as well, and to the benefit of, you know, the global economy. >> Right. Well, great. Well, Laureen, thank you for giving us the one on one on BizOps. Really appreciate it. And best of luck to you and good luck to you and the team on the 15th. >> Thanks so much. >> Alrighty. Thank you. All right, she's Laureen, I'm Jeff. You're watching theCUBE. Thanks for watching. We'll see you next time. (upbeat music begins)
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Red Hat Summit Keynote Analysis | Red Hat Summit 2020
from around the globe it's the cube with digital coverage of Red Hat summit 2020 brought to you by Red Hat last year in 2019 IBM made the biggest M&A move of the year with a 34 billion dollar acquisition of red hat it positioned IBM for the next decade after what was a very tumultuous tenure by CEO Ginni Rometty who had to shrink in order to grow unfortunately she didn't have enough time to do the grille part that has now gone toward Arvind Krishna the new CEO of IBM this is Dave Volante and I'm here with Stu minimun and this is our Red Hat keynote analysis is our 7th year doing the Red Hat summit and we're very excited to be here this is our first year doing Stu the Red Hat summit post IVM acquisition we've also got IBM think next week so what we want to do for you today is review what's going on at the Red Hat summits do you've been wall-to-wall with the interviews we're gonna break down the announcements IBM had just announced its quarter so we get some glimpse as to what's happening in the business and then we're gonna talk about going forward what the prognosis is for both IBM and Red Hat well and Dave of course our audience understands there's a reason why we're sitting farther apart than normal in our studio and you know why we're not in San Francisco where the show is supposed to be this year last year it's in Boston Red Hat summit goes coast-to-coast every year it's our seventh year doing the show first year doing it all digital of course our community is always online but you know real focus you know we're gonna talk about Dave you know you listen to the keynote speeches it's not the as we sit in our preview it's not the hoopla we had a preview with pork or mayor ahead of the event where they're not making big announcements most of the product pieces we're all out front it's open source anyway we know when it's coming for the most part some big partnership news of course strong customer momentum but a different tenor and the customers that Red Hat's lined up for me their interview all talking you know essential services like medical your your energy services your communication services so you know real focus I think Dave both IBM and right making sure that they are setting the appropriate tone in these challenging times yeah I mean everybody who we talked to says look at the employees and safety comes first once we get them working from home and we know that they're safe and healthy we want to get productive and so you've seen as we've reported that that shift to the work from home infrastructure and investments in that and so now it's all about how do we get closer to clients how do we stay close to clients and be there for them and I actually have you know business going forward you know the good news for IBM is it's got strong cash flow it's got a strong balance sheet despite you know the acquisition I mean it's just you know raise some more you know low low cost debt which you know gives them some dry powder going forward so I think IBM is gonna be fine it's just there's a lot of uncertainty but let's go back to your takeaways from the Red Hat Summit you've done you know dozens of interviews you got a good take on the company what are you top three takeaways - yeah so first of all Dave you know the focus everybody has is you know what does Red Hat do for the cloud story for IBM OpenShift especially is absolutely a highlight over 2,000 customers now from some really large ones you know last year I interviewed you know Delta you've got you know forward and Verizon up on stage for the keynote strong partnership with Microsoft talking about what they're doing so OpenShift has really strong momentum if you talk about you know where is the leadership in this whole kubernetes space Red Hat absolutely needs to be in that discussion not only are they you know other than Google the top contributor really there but from a customer standpoint the experience what they've built there but what I really liked from Red Hat standpoint is it's not just an infrastructure discussion it's not OPM's and containers and there's things we want to talk about about VMs and containers and even server lists from Red Hat standpoint but Red Hat at its core what it is it they started out as an operating system company rel Red Hat Enterprise Linux what's the tie between the OS and the application oh my god they've got decades of experience how do you build applications everything from how they're modernizing Java with a project called Korkis through how their really helping customers through this digital transformation I hear a similar message from Red Hat and their customers that I hear from Satya Nadella at Microsoft is we're building lots of applications we need to modernize what they're doing in Red Hat well positioned across the stack to not only be the platform for it but to help all of the pieces to help me modernize my applications build new ones modernize some of the existing ones so OpenShift a big piece of it you know automation has been a critical thing for a while we did the cube last year at ansible fest for the first time from Red Hat took that acquisition has helped accelerate that community in growth and they're really Dave pulling all the pieces together so it's what you hear from Stephanie shirasu ironically enough came over from IBM to run that business inside a Red Hat well you know now she's running it inside Red Hat and there's places that this product proliferate into the IBM portfolio next week when we get where it I didn't think I'm sure we'll hear a lot about IBM cloud packs and look at what's underneath IBM cloud packs there's open shift there's rel all those pieces so you know I know one of the things we want to talk about Davis you know what does that dynamic of Red Hat and IBM mean so you know open shift automation the full integration both of the Red Hat portfolio and how it ties in with IBM would be my top three well red hat is now IBM I mean it's a clearly part of the company it's there's a company strategy going forward the CEO Arvind Krishna is the architect of the Red Hat acquisition and so you know that it's all in on Red Hat Dave I mean just the nuance there of course is the the thing you hear over and over from the Red Hatters is Red Hat remains Red Hat that cultural shift is something I'd love to discuss because you know Jim Whitehurst now he's no longer a Red Hat employee he's an IBM employee so you've got Red Hat employees IBM employees they are keeping that you know separation wall but obviously there's flowing in technology and come on so come on in tech you look at it's not even close to what VMware is VMware is a separate public company has separate reporting Red Hat doesn't I mean yes I hear you yo you got the Red Hat culture and that's good but it's a far cry from you know a separate entity with full transparency the financials and and so I I hear you but I'm not fully buying it but let's let's get into it let's take a look at at the quarter because that I think will give us an indication as to how much we actually can understand about RedHat and and again my belief is it's really about IBM and RedHat together I think that is their opportunity so Alex if you wouldn't mind pulling up the first slide these are highlights from IBM's q1 and you know we won't spend much time on the the the IBM side of the business although we wanted to bring some of that in but hit the key here as you see red hat at 20% revenue growth so still solid revenue growth you know maybe a little less robust than it was you know sequentially last quarter but still very very strong and that really is IBM's opportunity here 2,200 clients using red hat and an IBM container platforms the key here is when Ginni Rometty announced this acquisition along with Arvind Krishna and Jim Whitehurst she said this is going to be this is going to be cash flow free cash flow accretive in year one they've already achieved that they said it's gonna be EPS accretive by year two they are well on their way to achieving that why we talked about this do it's because iBM has a huge services organization that it can plug open shift right into and begin to modernize applications that are out there I think they cited on the call that they had a hundred ongoing projects and that is driving immediate revenue and allows IBM to from a financial standpoint to get an immediate return so the numbers are pretty solid yeah absolutely Dave and you know talking about that there is a little bit of the blurring a line between the companies one of the product pieces that came out at the show is IBM has had for a couple of years think you know MCM multi cloud management there was announced that there were actually some of the personnel and some of the products from IBM has cut have come into Retta of course Red Hat doing what they always do they're making it open source and they're it's advanced cluster management really from my viewpoint this is an answer to what we've seen in the kubernetes community for the last year there is not one kubernetes distribution to rule them all I'm going to use what my platforms have and therefore how do I manage across my various cloud environments so Red Hat for years is OpenShift lives everywhere it sits on top of VMware virtualization environments it's on top of AWS Azure in Google or it just lives in your Linux farms but ACM now is how do I manage my kubernetes environment of course you know super optimized to work with OpenShift and the roadmap as to how it can manage with Azure kubernetes and some of the other environments so you know you now have some former IBM RS that are there and as you said Dave some good acceleration in the growth from the Red Hat numbers we'd seen like right around the time that the acquisition happened Red Hat had a little bit of a down quarter so you know absolutely the services and the the scale that IBM can bring should help to bring new logos of course right now Dave with the current global situation it's a little bit tough to go and be going after new business yeah and we'll talk about that a little bit but but I want to come back to sort of when I was pressing you before on the trip the true independence of Red Hat by the way I don't think that's necessarily a wrong thing I'll give an example look at Dell right now why is Dell relevant and cloud well okay but if Dell goes to market says we're relevant in cloud because of VMware well then why am I talking to you why don't I talk to VMware and so so my point is that that in some regards you know having that integration is there is a real advantage no you know you were that you know EMC and the time when they were sort of flip-flopping back and forth between integrated and not and separate and not it's obviously worked out for them but it's not necessarily clear-cut and I would say in the case of IBM I think it's the right move why is that every Krista talked about three enduring platforms that IBM has developed one is mainframe that's you know gonna here to stay the second was middleware and the third is services and he's saying that hybrid cloud is now the fourth and during platform that they want to build well how do they gonna build that what are they gonna build that on they're gonna build that an open shift they they're there other challenges to kind of retool their entire middleware portfolio around OpenShift not unlike what Oracle did with with Fusion when it when it bought Sun part of the reason - pod Sun was for Java so these are these are key levers not necessarily in and of themselves you know huge revenue drivers but they lead to awesome revenue opportunities so that's why I actually think it's the right move that what IBM is doing keep the Red Hat to the brand and culture but integrate as fast as possible to get cash flow or creative we've achieved that and get EPS accretive that to me makes a lot of sense yeah Dave I've heard you talk often you know if you're not a leader in a position or you know here John Chambers from Cisco when he was running it you know if I'm not number one or number two why am I in it how many places did IBM have a leadership position Red Hat's a really interesting company because they have a leadership position in Linux obviously they have a leadership position now in kubernetes Red Hat culturally of course isn't one to jump up and down and talk about you know how they're number one in all of these spaces because it's about open source it's about community and you know that does require a little bit of a cultural shift as IBM works with them but interesting times and yeah Red Hat is quietly an important piece of the ecosystem let me let me bring in some meteor data Alex if you pull up that that's that second slide well and I've shown this before in braking analysis and what this slide shows in the vertical axis shows net score net score is a measure of spending momentum spending velocity the the horizontal axis is is is called market share it's really not market share it's it's really a measure of pervasiveness the the mentions in the data set we're talking about 899 responses here out of over 1200 in the April survey and this is a multi cloud landscape so what I did here Stu I pulled on containers container platforms of container management and cloud and we positioned the companies on this sort of XY axis and you can see here you obviously have in the upper right you've got Azure in AWS why do I include AWS and the multi cloud landscape you answered that question before but yesterday because Dave even though Amazon might not allow you to even use the word multi cloud you can't have a discussion of multi cloud without having Amazon in that discussion and they've shifted on hybrid expect them to adjust their position on multi-cloud in the future yeah now coming back to this this this data you see kubernetes is on the kubernetes I know is another company but ETR actually tracks kubernetes you can see how hot it is in terms of its net score and spending momentum yeah I mean Dave do you know the thing the the obvious thing to look at there is if you see how strong kubernetes is if IBM plus red hat can keep that leadership in kubernetes they should do much better in that space than they would have on with just their products alone and that's really the lead of this chart that really cuts to the chase do is you see you see red Red Hat openshift has really strong spending momentum although I will say if you back up back up to say April July October 18 19 it actually was a little higher so it's been pushed down remember this is the April survey that what's ran from mid-march to mid April so we're talking right in the middle of the pandemic okay so everybody's down but nonetheless you can see the opportunity is for IBM and Red Hat to kind of meet in the middle leverage IBM's massive install base in its in its services presence in its market presence its pervasiveness so AKA market share in this rubric and then use Red Hat's momentum and kind of meet in the middle and that's the kind of point that we have here with IBM's opportunity and that really is why IBM is a leader in at least a favorite in my view in multi cloud well Dave if you'd look two years ago and you said what was the competitive landscape Red Hat was an early leader in the kubernetes you know multi-cloud discussion today if you ask everybody well who's doing great and kubernetes you have to talk about all the different options that amazon has Amazon still has their own container management with ACS of course IKS is doing strong and well and Amazon whatever they do they we know they're going to be competitive Microsoft's there but it's not all about competition in this space Dave because you know we see Red Hat partnering across these environments they do have a partnership with AWS they do have you know partnership with you know Microsoft up on stage there so where it was really interesting Dave you know one of the things I was coming into this show looking is what is Red Hat's answer to what VMware is really starting to do in this space so vSphere 7 rolled out and that is the ga of project Pacific so taking virtualization in containers and putting them together Red Hat of course has had virtualization for a long time with KVM they have a different answer of how they're doing openshift virtualization and it rather than saying here's my virtual environment and i can also do kubernetes on it they're saying containers are the future and where you want to go and we can bring your VMs into containers really shift them the way you have really kind of a lift and shift but then modernize them Dave customers are good you know you want to meet customers where they are you want to help them move forward virtualization in general has been a you don't want to touch your applications you want to just you know let it ride forever but the real the real driver for companies today is I've got to build new apps I need to modernize on my environment and you know Red Hat is positioning and you know I like what I'm hearing from them I like what I'm hearing from my dad's customers on how they're helping take both the physical the virtual the containers in the cloud and bring them all into this modern era yeah and and you know IBM made an early bet on on kubernetes and obviously around Red Hat you could see actually on that earlier slide we showed you IBM we didn't really talk about it they said they had 23% growth in cloud which is that they're a twenty two billion dollar business for IBM you're smiling yeah look good for IBM they're gonna redefine cloud you know let AWS you know kick and scream they're gonna say hey here's how we define cloud we include our own pram we include Cano portions of our consulting business I mean I honestly have no idea what's in the 22 billion and how if they're growing 22 billion at 23% wow that's pretty awesome I'm not sure I think they're kind of mixing apples and oranges there but it makes for a good slide yeah you would say wait shouldn't that be four billion you added he only added two or three billion you know numbers can tell a story but you can also manipulate but the point is the point is I've always said this near term the to get you know return on this deal it's about plugging OpenShift into services and modernizing applications long term it's about maintaining IBM and red-hats relevance in the hybrid cloud world which is I don't know how big it is it's a probably a trillion-dollar opportunity that really is critical from a strategy standpoint do I want to ask you about the announcements what about any announcements that you saw coming from Red Hat are relevant what do we need to know there yeah so you know one of the bigger ones we already talked about that you know multi cloud manager what Red Hat has the advanced cluster management or ACM absolutely is an era an area we should look VMware Tong's ooh Azure Ark Google anthos and now ACM from Red Hat in partnership with IBM is an area still really early Dave I talked to some of the executives in the space and say you know are we going to learn from the mistakes of multi vendor management Dave you know you think about the CA and BMC you know exactly of the past will we have learned for those is this the right way to do it it is early but Red Hat obviously has a position here and they're doing it um did hear plenty about how Red Hat is plugging into all the IBM environments Dave Z power you know the cloud solutions and of course you know IBM solutions across the board my point of getting a little blue wash but hey it's got to happen I think that's a smart move right you know we talked about you know really modernizing the applications in the environments I talked a bit about the virtualization piece the other one if you say okay how do I pull the virtualization forward what about the future so openshift serverless is the other one it's really a tech preview at this point it's built off of the K native project which is part of the CNC F which is basically how do I still have you know containers and kubernetes underneath can that plug into server list order server let's get it rid of it everything so IBM Oracle Red Hat and others really been pushing hard on this Kay native solution it is matured a lot there's an ecosystem growing as how it can connect to Asher how it can connect to AWS so definitely something from that appdev piece to watch and Dave that's where I had some really good discussions with customers as well as the the Red Hat execs and their partners that boundary between the infrastructure team and the app dev team they're hoping to pull them together and some of the tooling actually helps ansible is a great example of that in the past but you know others in the portfolio and lastly if you want to talk a huge opportunity for Red Hat IBM and it's a jump ball for everyone is edge computing so Red Hat I've talked to them for years about what they were doing in the opened stack community with network function virtualization or NFV Verizon was up on stage I've got an interview for Red Hat summit with Vodafone idea which has 300 million subscribers in India and you know the Red Hat portfolio really helping a lot of the customers there so it's the telco edge is where we see a strong push there it's definitely something we've been watching from the you know the big cloud players and those partnerships Dave so you know last year Satya Nadella was up on the main stage with Red Hat this year Scott Guthrie you know there he's at every Microsoft show and he's not the red head show so it is still ironic for those of us that have watched this industry and you say okay where are some of the important partnerships for Red Hat its Microsoft I mean you know we all remember when you know open-source was the you know evil enemy for from Microsoft and of course Satya Nadella has changed things a lot it's interesting to watch I'm sure we'll talk more at think Dave you know Arvind Krishna the culture he will bring in with the support of Jim Whitehurst comes over from IBM compared to what Satya has successfully done at Microsoft well let's talk about that let's let's talk about let's bring it home with the sort of near-term midterm and really I want to talk about the long term strategic aspects of IBM and Red Hat's future so near-term IBM is suspended guidance like everybody okay they don't have great visibility some some some things to watch by the way a lot of people are saying no just you know kind of draw draw a red line through this quarter you just generally ignore it I disagree look at cash flow look balance sheets look at what companies are doing and how they're positioning that's very important right now and will give us some clues and so there's a couple of things that we're watching with IBM one is their software business crashed in March and software deals usually come in big deals come in at the end of the quarter people were too distracted they they stopped spending so that's a concern Jim Cavanaugh on the call talked about how they're really paying attention to those services contracts to see how they're going are they continuing what's the average price of those so that's something that you got to watch you know near-term okay fine again as I said I think IBM will get through this what really I want to talk about to do is the the prospects going forward I'm really excited about the choice that IBM made the board putting Arvind Krishna in charge and the move that he made in terms of promoting you know Jim Whitehurst to IBM so let's talk about that for a minute Arvind is a technical visionary and it's it's high time that I VM got back to it being a technology company first because that's what IBM is and and I mean Lou Gerstner you know arguably save the company they pivoted to services Sam Palmisano continue that when Ginny came in you know she had a services heritage she did the PWC deal and IBM really became a services company first in my view Arvind is saying explicitly we want to lead with technology and I think that's the right move of course iBM is going to deliver outcomes that's what high-beams heritage has been for the last 20 years but they are a technology company and having a technology visionary at the lead is very important why because IBM essentially is the leader prior to Red Hat and one thing mainframes IBM used to lead in database that used to lead in storage they used to lead in the semiconductors on and on and on servers now they lead in mainframes and and now switch to look at Red Hat Red Hat's a leader you know they got the best product out there so I want you to talk about how you see that shift to more of a sort of technical and and product focus preserving obviously but your thoughts on the move the culture you're putting Jim as the president I love it I think it was actually absolutely brilliant yeah did Dave absolutely I know we were excited because we you know personally we know both of those leaders they are strong leaders they are strong technically Dave when I think about all the companies we look at I challenge anybody to find a more consistent and reliable pair of companies than IBM and Red Hat you know for years it was you know red hat being an open-source company and you know the way their business model said it it's not the you know Evan flow of product releases we know what the product is going to be the roadmaps are all online and they're gonna consistently grow what we've seen Red Hat go from kind of traditional software models to the subscription model and there are some of the product things we didn't get into too much as to things that they have built into you know Red Hat Enterprise Linux and expanding really their cloud and SAS offerings to enhance those environments and that that's where IBM is pushing to so you know there's been some retooling for the modern era they are well positioned to help customers through that you know digital transformation and as you said Dave you and I we both read the open organization by Jim lighters you know he came in to Red Hat you know really gave some strong leadership the culture is strong they they have maintained you know really strong morale and I talked to people inside you know was their concern inside when IBM was making the acquisition of course there was we've all seen some acquisitions that have gone great when IBM has blue washed them they're trying to make really strong that Red Hat stays Red Hat to your point you know Dave we've already seen some IBM people go in and some of the leadership now is on the IBM side so you know can they improve the product include though improve those customer outcomes and can Red Hat's culture actually help move IBM forward you know company with over a hundred years and over 200,000 employees you'd normally look and say can a 12,000 person company change that well with a new CEO with his wing and you know being whitehurst driving that there's a possibility so it's an interesting one to watch you know absolutely current situations are challenging you know red hats growth is really about adding new logos and that will be challenged in the short term yeah Dave I I love you shouldn't let people off the hook for q2 maybe they need to go like our kids this semester is a pass/fail rather than a grid then and then a letter grade yeah yeah and I guess my point is that there's information and you got to squint through it and I think that look at to me you know this is like Arvin's timing couldn't be better not that he orchestrated it but I mean you know when Ginny took over I mean was over a hundred million a hundred billion I said many times that I beams got a shrink to grow she just ran out of time for the Gro part that's now on Arvind and I think that so he's got the cove in mulligan first of all you know the stocks been been pressured down so you know his tenure he's got a great opportunity to do with IBM in a way what such an adela did is doing at Microsoft you think about it they're both deep technologists you know Arvind hardcore you know computer scientist Indian Institute of Technology Indian Institute of Technology different school than Satya went to but still steeped in in a technical understanding a technical visionary who can really Drive you know product greatness you know in a I would with with Watson we've talked a lot about hybrid cloud quantum is something that IBM is really investing heavily in and that's a super exciting area things like blockchain some of these new areas that I think IBM can lead and it's all running on the cloud you know look IBM generally has been pretty good with acquisitions they yes they fumbled a few but I've always made the point they are in the cloud game IBM and Oracle yeah they're behind from a you know market share standpoint but they're in the game and they have their software estate in their pass a state to insulate them from the race to the bottom so I really like their prospects and I like the the organizational structure that they put in place in it by the way it's not just Arvind Jim you mentioned Paul Cormier you know Rob Thomas has been been elevated to senior VP really important in the data analytic space so a lot of good things going on there yeah and Dave one of the questions you've been asking and we've been all talking to leaders in the industry you know what changes permanently after the this current situation you know automation you know more adoption of cloud the importance of developers are there's even more of a spotlight on those environments and Red Hat has strong positioning in that space a lot of experience that they help their customers and being open source you know very transparent there I both IBM and Red Hat are doing a lot to try to help the community they've got contests going online to you know help get you know open source and hackers and people working on things and you know strong leadership to help lead through these stormy weathers so Stuart's gonna be really interesting decade and the cube will be here to cover it hopefully hopefully events will come back until they do will be socially responsible and and socially distant but Stu thanks for helping us break down the the red hat and sort of tipping our toe into IBM more coverage and IBM think and next week this is Dave alotta for Stu minimun you're watching the cube and our continuous coverage of the Red Hat summit keep it right there be back after this short break you [Music]
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Jason Maynard, Oracle Netsuite | Boomi World 2019
>>Live from Washington, D C it's the cube covering Boomi world 19 how to bide booming. >>Welcome to the cube at Lisa Martin at Boomi world 19 in Washington DC and with John furrier and John and I are pleased to welcome to the cube Jason Maynard, the SVP of global field operations from NetSuite. Jason, welcome. Thanks for having me. It's great to be in D C and on the cube. It is. We were just talking about baseball, so we'll have to park that for a second and talk about some other sexy stuff besides baseball, ERP. So nets we, I saw you on stage this morning. You guys have been a partner of the first Alliance partner with Boomi for about 12 years. Thousands of joint customers. candy.com is one of them. Yep. They're going to be on later today. So I'm excited to have my afternoon sugar rush. Make sure he brings a big bag. You got it. So talk to us about you guys. We're also, I noticed Boomie's 2019 Alliance partner of the year. Lots of innovations going on. Give our audience a little bit of an overview of what NetSuite is doing with Boomi. >>Great. So Boomi is, has been one of our longest partners. I said I think we, we first inked the partnership in 2007 so it goes back 12, 13 years. Um, we, we, when we sell ERP, you always end up having to connect to a legacy on prem system, right? Or you may have to connect to new marketplaces to sell and so there's always need for integration. And so from day one, Boomi wanted to really kind of push the envelope work with cloud players. You know, when we started NetSuite 20 years ago, it was kinda crazy to put business applications on the internet and they'd been there from day one with us really on this journey. And so they've been a great partner to sort of help all those customers migrate and move their business to the cloud. >> You guys had success with Boomi on the customer front. >>Can you unpack that a little bit? Because the customer equation around data is interesting. You guys have turned this into an opportunity with nets. We talk about how that works. Yeah, I mean look EV every customer needs to get more insight out of their data. And you know, the ERP system is one of the major hubs in any organization, right? You've got a handful of system of records, right? And core financials is one of the main systems of record and inevitably every customer will have probably 1520 legacy data sources, right? That are going to be necessary for an ERP. And so for us, working with Boomi across not just the U S but across the globe with a lot of different international customers, it's a natural fit because we're not obviously going to be connecting with all of the systems that they're touching today. It brings a lot more value of data into NetSuite, which obviously then helps our customer out. >>So you guys were at, you said an early partner of Boomi back in 2007 when they were founded. We got to speak with Rick Nucci yesterday. So one of the interesting things that we talk about, and John even pointed out yesterday is you know, they took a big bet, Boomi dead way back then with building this architecture that's pretty unique to this day. This single instance, multi-tenant cloud application. Take us back to, because obviously NetSuite's been around longer, you a lot of choice, there are more iPods vendors out there. What is it about the way that Boomi is architected that is enabling your customers to achieve so much success but also really that you buy saw back in Oh seven I think this is something that's going to be a real big opportunity for NetSuite. >>You know, it's, it's, it's been an interesting ride because if you go back even to Oh seven and didn't even maybe eight or nine years ago, it was not a foregone conclusion with a lot of technology vendors that the world was going to shift to the cloud. Yeah, right. There were a lot of server huggers out there. There still are. They still want to hug this, they still want to hug the machine. Right. And so it's important, I think that we work with partners who have the same true North in terms of where we think that the technology is going. And I think that alignment, which is, you know, we're 100% in the cloud, always have been, always will be. Boomi shared that vision early on. So it was easier to make a bet then right, with a vendor who was going to have that commitment. >>And so that's been, to their credit, the vision that they've had for obviously years now. And I think that's what's helped them grow so quickly. And one of the things that you observed obviously is that the customers have choices, but the world software's changing, right? I mean cloud has changed the software development life cycle. I mean just in the past decade alone, the business of change, you still going to have the system of records. Okay. But with containers and Kubernetes and some of these cloud native opportunities, there's more flexibility in how people are deploying legacy and or core apps. Yeah. So they're not getting thrown away as everyone had predicted. So, I mean, there was some funded saying, well, everyone's going to move to the cloud and not really. Yeah, well I look at it, it's a good point because there's no packaged applications. They're not the entirety of the application market as you know. >>Right? Custom application development will never go away. You will always have, you know, things that are custom. People build apps on NetSuite, right? Things that are very close to ERP you'll build on the NetSuite platform. But there are things that are not, you know, native to our platform that need to connect to NetSuite. And there are customers that we share who are, have legacy COBOL applications for example. Right? And they may need to put a wrapper around that and get certain forms into NetSuite. So it really does run the gamut. And so it'll never be one thing, right? We just sort of, in the technology industry, we never go from, you know, 100 to zero in terms of what's deployed in the legacy. We sort of layer in compost technology. And I think that's what's happening. And so, you know, we'll replace certain systems. We go in and we pretty much always replace a an on prem system but there are a lot of on-prem technologies that a will never, never go away. >> I was digging around about Boomi and you guys net suite looking at some of the use cases. One thing that caught my eye was, you know, the growth startup for instance, might be born in the cloud. Yup. Never have an it department. Um, they have kind of a um, hacked together system of record at HR and ERP kind of things, but at some point they've got to grow and they hit a growth spurt and they just become rapid growth. Eventually goes public. You guys have had good success with Boomi in these kinds of startups. It's pretty normal. You've seen this before. Can you talk about that dynamic because at some point people got to start establishing formal, is this the systems applications? You're gonna need payroll, you're gonna need HR. I mean this is blocking and tackling. You guys have been successful there. >> Well, you know, we, we like to think about we can be the first system that you'll ever need and hopefully we'll be the last system that you'll ever need. Right? And what ends up happening is we've architected NetSuite to let you start small and then add more functionality as you grow. So you may start with just basic financials. You may add order management, move into full fledged ERP, maybe you're going to use our HR system down the road. And so we kind of, we kind of stairway a customer through their journey. Boomi does the same thing. Maybe you start with two connectors, right? You're just connecting two basic applications and, and that's sweet. And then you evolve into something more sophisticated, right? Where as you saw today and some of the technology demos where, you know, they're tapping into all sorts of different systems that are not even ERP or CRM, it's, you know, IOT and just all sorts of different insights that they can bring from the different technologies. >>Better together message is legit and this works. Yeah. You know, we look at, technology is all about coopertition these days, right? Is every vendor, right? In some way we overlap, you know, Boomie's owned by Dell, NetSuite's owned by Oracle, right? We're, we're all sort of inner inner locked in one way or another. But ultimately we have to work together because we share so many customers and so customers don't have the patience and nor should they for any of the sort of the, the vendor warfare. And I think that's the cool thing that's evolved with technology standards. It's easy for us to work together and we have to do it and we want to do it because it's what's the right thing for the customer. >>Let's talk about net suite as a launching pad for a lot of tech IPOs in the last few years. Give us your perspectives on what you guys started to recognize as a lot of these tech companies have kind of, that's why it just seems to me like net suite has been this sort of launchpad for that. Talk to us about what you've achieved there. >>Yeah, no, it's, we're, we're really humbled by the fact that more companies go, Poe tech companies go public on NetSuite than frankly you need any other ERP system. Um, you know, we help invent the industry. Early on, 20 years ago, Evan Goldberg and Larry had the famous four minute phone call to, you know, kind of crazily idea to put business apps on the web. Um, and so we've been, you know, at the forefront of this, but it's not just technology. It's, you know, we, we're a subscription business right from day one. Like we didn't sell a license with maintenance. We sold a subscription. So I think a lot of customers look at us and say, okay, they've been through the journey that we have. You know, we went public 12 years ago, you know, we past $1 billion in sales, you know, we got acquired. So the journey that we've been on, most of our customers are going to be on that journey in one form or another. >>We're going to, we've made acquisitions. Our customers make acquisitions, right? So we tried it and this was sort of the genius of what Evan and the team built is a system that can handle any business model. So whether you're selling time as a service, whether you're selling time or you're selling a subscription, you're selling a widget, maybe you're going to sell a widget as a service in the future. We can kind of handle any of the business models and most of the IPS are innovative companies that innovate not just with what they sell, but in how they sell it. >> Show about some stories from the field that you've seen out there. Anecdotally, share some turn situation. What are customers going through right now? Enterprises as they go through their journeys, they realize cloud's there. They got some stuff on premise is going to keep there. >>There's obviously certain reasons you're gonna run payroll in the cloud. You're going to have to have multitenancy is allows it news cases and clouds, not that straightforward. When you start thinking about having an enterprise and the hybrid mode of operations, what are some of the customers feeling? What's a, what's the mindset? What's their architecture look like? What are some of the examples? Can you share? Yeah. You know, I'd say three things come to mind. So first off, it's this business model innovation, right? The, the on prem systems tend to lock you into a model, right? And there's nothing, and when they were built, they were innovative 1520, 30 years ago. Most companies, business models have outgrown that legacy system. So they need to move off that to enable some new thing that they want to do. So that's a big driver. I think the other thing is, is globalization is here to stay. >>Um, you know, whether you're in the United States or you're in the UK or you're in Asia, right? We're one interconnected global economy. And so you may, you know, source from Asia, you may design in California, you may do nearshore assembly in Mexico and then you do omni-channel distribution. So you have to be global. And I would say the thing that's changed in the last 10 years is companies are being global from day one. It's not just something you add on five, seven, eight years down the road. You see companies designed for being global. And that I think those two things, business model, innovation global are our big catalyst right now. I mean we had, Oh one more thing real quick. So we have a Cuba alumni set on the cube data's the new software. Yeah. So if you've got a global business, data's critical as the data needs to be acted upon, you've got policy, you got regulations, regulatory issues, personal privacy stuff, company policy. >>As you have this global layer of data, making it available, addressable across multiple systems is a huge task. What's your view on that? Well it's, it's, it's an interesting question cause we think of it and kind of three pillars. It's we give you visibility, we give you control and then we give you the agility, right? So you've got to, first off, you've got to have visibility into the data, right? You need to know what's happening. Like how much did we sell in the Australian subsidiary yesterday, right? You need to have controls. If your CFO, you need to have global financial controls. You may have sold a lot in Australia. You've got to make sure you're spending too much. Right? How do you manage that? And then ultimately the agility is how do you make a decision on that? Right. And so that's those three things I think all play into it. >>And how does the consumerization effect impact it? Visibility, control, agility. Because as consumers we have this expectation whether you know in our personal lives we can get anything that we want within a couple of clicks. So when you're talking to a tech, whether it's a young tech company or even not a tech company like candy.com which is seems like a mixture. You and I were talking before of a number of different industries, all, all in one. How does, has NetSuite evolved to enable that consumer to go from their personal life to being able to interact with ERP next, struck the value from it in the ways that they want? Anywhere, anytime. >>Let's, let's be honest, for a second, ERP kinda got a dirty reputation. You know, in the nineties nobody loved their ERP implementations. Books had been written on this, right? ERP was like, it was like going like a bad trip to the dentist office in the 90s and that was sort of the catalyst for our company. But that's not enough just to be in the cloud. It's you have to make your user experience consumer grade, right? We always talk about enterprise grade. It's all the, reliability, scalability, all that kind of stuff. That's sort of a given, like you have to do that, but I think you have to, you have to adopt the consumer grade. So we spent a lot of time and we're doing a lot more and we're going to be rolling out some new stuff around user interface and just how easy is it to have a dashboard on your phone so that you can run your business from your smartphone versus actually having to be tethered to the desktop because we're all mobile, we're all traveling. You're a business owner, you're a CFO, you're CEO. You need to be connected. Maybe you're too connected. Maybe that's part, maybe we have screen-time problems. We do business. If we, if we can give our customers Screentime addiction to watch their business in real time, I guess that's a good thing. Right? And so we want to be able to make sure that they can have all that insight at their fingertips, whether they're in the office or at the beach. >>And speaking of insight, talk to us about brain yard. What that is, why you developed it and what it's enabling. >>Yeah. Thank you. That's like my, I was hoping you were gonna ask me. It's my secret, but not so secret anymore. Pet project. So one of the things being in the cloud, we have 18,000 customers, right? We have a single instance of NetSuite and so we've had the unique seat at the table to see all of these different companies grow in all these different industries. We evolved into selling by industry. So we have a retail version of software version of manufacturing, nonprofit, 1213 different industries. What we had in that is we had all these insights by industry. What is the right DSO number for a software company, right? What is the thing that a nonprofit needs to look at? And so we had trapped inside of NetSuite, all these brains sitting in all this information and PowerPoint and word docs and just everywhere. And so we decided to crack the hood open and literally open source that information and put it on the website. >>And so there's a subtle message here is that we have to do more than just sell bits. We, we're ultimately selling customer success or a business outcome, whatever you want to call it. So we need to transfer that knowledge to our customers so they can run their business better. So it's our investment back into the customer saying, Hey, you know what, if you're a software company and your DSO is at this level, you know, best in class is actually, you know, five days lower on a day sale, outstanding. How do you get your business to close that gap? And that's where we can really add value comms. People love comparables and best practices. You're essentially taking that heavy lifting work. It's giving it up there. It's benchmarking, it's analysis. You know, I was a former wall street analyst, so this one's near and dear to my heart, which is comparison, you know, how is this company doing versus that company? >>And so we have lots of data, um, that we've gleaned over the years. Lots of insights. So we kind of know what those best practices are. This is just the first phase of what we're doing. We're working with a lot of partners across the industry to give us some of their industry data so we kind of mash it up and come up with the insights. So it wasn't as an analyst, I'd love to get your thoughts real quick and take the, take the net suite hat off, put your industry participants hat on. Lot of wall street challenges around we worked, pulled their IPO, their GP gross profit was down. Other SAS businesses have huge margins. Their successful zooms public. There's a new formula developing in this cloud 2.0 world software world where the dynamic between classic software and software economics in the cloud are changing. What's your thoughts on this? >>If a startups out there and growing companies that are really looking to crack the code by at all costs and then monetize, get the margins that would, what's your, what's your analysis? No, it's, I, this is an area that I think a lot of companies raise too much, too much capital. Right? And they, we've been in this very unique environment over the last kind of eight or nine years where I'd argue a lot of startups who've been overfunded and when you have overfunding you chase growth at really no, you know, at without any limit on terms of the cost and what you see as you sort of distort the reality of what's happening in the business. And so I would argue that we've had, you know, zero in basically free money in terms of access to capital and we've lost track of some of the basics that you need to build a profitable, sustainable business. >>So, you know, when I was working on wall street, you couldn't go public, you know, if you were within say four quarters of cashflow break even, right? Those are some of the things that we used to have. But you've seen, you know, business fundamentals. Yeah, I need, and so what's happening right now? It's just a little bit of her. I think it's mean reversion. Honestly. I think you're seeing, you know, the public markets, you know, if you will veto some of the frothiness that's been in the private markets. And so this is, I think companies, some marketplaces do. That's what they, that's there. It's fantastic. It's a self correcting mechanism, right? I mean it's, you know, just cause you marked up your last round when you were private to a good Jillian dollars doesn't mean that the buy side on, you know, the pension fund is going to want to pay that and we work so you can't be high and run a business. You know, as we were saying, you know, trying, you know, God bless them, they're trying, but it's probably not the best practice I would not have. I would not recommend that. It's not a good look for wall street. How a good luck, you know, you can get on the Joe Rogan show there, knock yourself out. If you're a Ilan, you can do it. But you know, he's the, he's the only one we're going to let, don't know. >>Probably shouldn't be publicly. Air's too much unless you want something to laugh at and you know what, in this economy, I think we all need that. Jason, thank you for sharing with us what you're doing at NetSuite with Boomi, the insights that you guys are opening up with brain yard. So from brain yard, let's go back to the other yard that I promised. The baseball yard, your Dodger fan giants fan. Hats off. You guys are there. We are not. So I will say good luck to your team. We appreciate your time and what can I say, Bri? I'll give it to ya. All right, well it's been a pleasure talking to you and thank you for your time. Thanks for John furrier. I'm Lisa Martin. You're watching the cube from booby world 19 thanks for watching.
SUMMARY :
Live from Washington, D C it's the cube covering So talk to us about you guys. And so they've been a great partner to sort of help all You guys had success with Boomi And you know, the ERP system is one of the major hubs in any organization, things that we talk about, and John even pointed out yesterday is you know, they took a big And I think that alignment, which is, you know, we're 100% in the cloud, always have been, And one of the things that you observed obviously is that we never go from, you know, 100 to zero in terms of what's deployed in the legacy. One thing that caught my eye was, you know, And what ends up happening is we've architected NetSuite to let you start small you know, Boomie's owned by Dell, NetSuite's owned by Oracle, right? Talk to us about what you've achieved there. Evan Goldberg and Larry had the famous four minute phone call to, you know, kind of crazily idea So we tried it and this was sort of the genius Show about some stories from the field that you've seen out there. tend to lock you into a model, right? And so you may, you know, we give you control and then we give you the agility, right? Because as consumers we have this expectation whether you know in our personal It's you have to make your user experience consumer grade, What that is, why you developed it and what And so we decided to crack the hood open and literally open source that information and put it on the website. you know what, if you're a software company and your DSO is at this level, you know, best in class is actually, And so we have lots of data, um, that we've gleaned over the years. really no, you know, at without any limit on terms of the cost and what you see as you sort of distort as we were saying, you know, trying, you know, God bless them, they're trying, but it's probably not the the insights that you guys are opening up with brain yard.
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Power Panel: Is IIOT the New Battleground? CUBE Conversation, August 2019
(energetic music) >> Announcer: From our studios in the heart of Silicon Valley; Palo Alto, California. This is a CUBE Conversation. >> Hi everyone, welcome to this special CUBE Power Panel recorded here in Palo Alto, California. We've got remote guests from around the Internet. We have Evan Anderson, Mark Anderson, Phil Lohaus. Thanks for comin' on. Evan is with INVNT/IP, an organization with companies and individuals that fight nation-sponsored intellectual property theft and also author of the huge report Theft Nation Almost a 100 pages of really comprehensive analysis on it. Mark Anderson with the Future in Review CEO of Pattern, Computer and Strategic New Service Chairman of Future in Review Conference, and author of the book "The Pattern Future: "Find the World's Greatest Secrets "and Predicting the Future Using Discovery Patterns" and Phil Lohaus, American Enterprise Institute. Former intelligent analyst, researcher at the American Enterprise Institute, studying competitive strategy and emerging technologies. Guys, thanks for coming on. This topic is, is industrial IoT the new battleground? Mark, you cover the Future Review. Security is the battleground. It's not just a silo'd space. It's horizontally scalable across every single touch point of the Internet, individuals, national security, companies, global, what's your perspective on this new battleground? >> Well, thank you, I took some time and watched your last presentation on this, which I thought was excellent. And maybe I'll try to pick up from there. There's a lot of discussion there about the technical aspects of IoT, or IIoT, and some of the weaknesses, you know firewalls failing, assuming that someone's in your network. But I think that there's a deeper aspect to this. And the problem I think, John, is that yes, they are in your network already, but the deeper problem here is, who is it? Is it an individual? Is it a state? And whoever it is, I'm going to put something out that I think is going to be worth talking more deeply about, and that is, if people who can do the most damage are already in there, and are ready to do it, the question isn't "Can they?" It's "Why have they not?" And so literally, I think if you ask world leaders today, are they in the electric grid? Yes. Is Russia in ours, are we in theirs? Yes. If you said, is China in our most important areas of enterprise? Absolutely. Is Iran in our banks and so forth? They are. And you actually see states of war going on, that are nuisances, but are not what you might call Cybergeddon. And I really believe that the world leaders are truly afraid. Perhaps more afraid of that than of nuclear war. So the amount of death and destruction that could happen if everybody cut loose at the same time, is so horrifying, my guess is that there's a human restraint involved in this, but that technically, it's already game over. >> Phil, Cybergeddon, I love that term, because that's a part of our theme here, is apocalypse now or later? Industrial IoT, or IIoT, or the Internet, all these touch points are creating a surface area that for penetration's purposes, any packet can get in. Nation-states, malware, you name it. It's all problem. But this is the new war battleground. This is now digital Cybergeddon. Forget the wall on the southern border, physical wall. We're talking about a digital wall. We have major threats going on to our society in the United States, and global. This is new, rules of engagement, or no rules of engagement on how to compete in a digital war. This is something that the government's supposed to protect us for. I mean, if someone drops troops in California, physical people, the government's supposed to stop that. But if it's a digital war, it's packets. And the companies are responsible for all this. This doesn't make any sense to me. Break it down, what's the problem? And how do we solve this? >> Sure, well the problem is is that we're actually facing different kinds of threats than we were typically used to facing in the past. So in the past when we go to war, we may have a problem with a foreign country, or a conflict is coming up. We tend to, and by we I mean the United States, we tend to think of these things as we're going to send troops in, or we're going to actually have a physical fight, or we're going to have some other kind of decisive culmination of events, end of a conflict. What we're dealing with now is very different. And it's actually something that isn't entirely new. But the adversaries that we're facing now, so let's say China, Russia, and Iran, just to kind of throw them into some buckets, they think about war very differently. They think about the information space more broadly, and partially because they've been so used to having to kind of be catching up to America in terms of technology, they found other ways to compete with America, and ways that we really haven't been focusing on. And that really, I would argue, extends most prominently to the information space. And by the information space I'm speaking very broadly. I'm talking about, not just information in terms of social media, and emails, and things like that, but also things like what we're talking about today, like IIoT. And these are new threat landscapes, and ones where our competitors have a integrated way of approaching the conflict, one in which the state and private sectors kind of are molded or fused or at least are compelled to work together and we have a very different space here in the United States. And I'm happy to unpack that as we talk about that today, but what we're now facing, is not just about technical capabilities, it's about differences in governing systems, differences in governing paradigms. And so it's much bigger than just talking about the technical specifics. >> Evan, I want you to weigh in on this because one of the things that I feel strongly about, and this is pretty obvious from the commentary, and experts I talk to is, the United States has always been good at defending itself physically, you know war, in being places. Digitally, we've been really good at offense, but terrible on defense, has been the metaphor. I spoke with former four-star General Keith Alexander, who ran the NSA and was first commander of the cyber command, who is now the CEO of IronNet. He and I were talking on-camera and privately and he's saying, "Look it. "we suck at defense digitally. "We're great at offense, we can take someone out "on the offense." But we're talking about IoT, about monitoring. These are technical challenges. This is network nerds, and software engineers have to solve this problem with the prism of defense. This is a new paradigm. This is what we're kind of getting to. And Mark, you kind of addressed it. But this is the challenge. IoT is going to create more points that we have to defend that we suck now at defending, how are we going to get better. This is the paradox. >> Yeah, I think that's certainly accurate. And one of our problems here is that as a society we've always been open. And that was how the Internet was born. And so we have a real paradigm shift now from a world in which the U.S. was leading an open world, that was using the Internet for, I mean there have been problems with security since day one, but originally the Internet was an information-sharing exercise. And we reached a point in human history now where there are enough malicious hackers that have the capabilities we didn't want them to have, but we need to change that outlook. So, looking at things like Industrial IoT, what you're seeing is not so much that this is the battlefield in specific, it's that everything like it is now the battlefield. So in my work specifically we're focused more on economic problems. Economic conflicts and strategies. And if you look at the doctrines that have come out of our adversaries in the last decade, or really 20 years, they very much did what Phil said, and they looked at our weaknesses, and one of those biggest weaknesses that we've always had is that an open society is also unable necessarily to completely defend itself from those who would seek to exploit that openness. And so we have to figure out as a society, and I believe we are. We're running a fine line, we're negotiating this tightrope right now that involves defending the values and the foundational critical aspects of our society that require openness, while also making sure that all the doors aren't open for adversaries. And so we'll continue to deal with that as a society. Everything is now a battlefield and a much grayer area, and IoT certainly isn't helping. And that's why we have to work so hard on it. >> I want to talk about the economic piece on the next talk track of rounds. Theft, and intellectual property that you cover deeply. But Mark and Phil, this notion of Cybergeddon meets the fact that we have to be more defensive. Again, principles of openness are out there. I mean, we have open source. There is a potential path here. Open source software has been, I think, depending on who you talk to, fourth generation, or fifth, depending on how old you are, but it's now mainstream enough now. Are we ever going to get to a formula where we can actually be strong in defense as well as just offense with respect to protecting digitally? >> Phil, do you want that? >> Well, yeah, I would just say that I'm glad to hear that General Alexander is confident about our offensive capabilities. But one of the... To NSA that is conducting these offensive capabilities. When we talk about Russia, Iran, China, or even a smaller group, like let's say an extremist group or something like that, there's an integration between command and control, that we simply don't have here in the States. For example, the Panasonic and Sony examples always come to mind, as ones where there are attacks that can happen against American companies that then have larger implications that go beyond just those companies. So and this may not be a case where the NSA is even tracking the threat. There's been some legislation that's come out, rather controversial legislation about so-called hacking back initiatives and things like that. But I think everybody knows that this is already kind of happening. The real question is going to be, how does the public sector, and how does the private sector work together to create this environment where they're working in synergy, rather than at cross purposes? >> Yeah, and this brings up, I've heard this before. I've heard people talk about the fact that open source nation states can actually empower by releasing tools in open source via the Dark Web or other vehicles, to not actually have, quote, their finger prints, on any attacks. This seems to be a tactic. >> Or go through criminals, right? Use proxies, things like that. It's getting even more complicated and Alexander's talked about that as well, right? He's talked about the convergence of crime and nation-state actions. So whereas with nation-states it's already hard-attributed enough, if that's being outsourced to either whether it's patriotic hackers or criminal groups, it's even more difficult. >> I think you know, Keith is a good friend of all of ours, obviously, good guy. His point is a good one. I'd like to take it a little more extreme state and say, defense is worth doing and probably hopeless. (everyone laughs) So, as they always say, all it takes is one failure. So, we always talk about defense, but really, he's right. Offense is easy. You want to go after somebody? We can get them. But if you want to play defense against a trillion potential points of failure, there's no chance. One way to say this is, if we ignore individuals for a moment and just look at nation-states, it's pretty clear that any nation-state of size, that wants to get into a certain network, will get in. And then the question will be, Well, once they're in, can they actually do damage? And the answer is probably yeah, they probably can. Well, why don't they? Why don't they do more damage? We're kind of back to the original premise here, that there's some restraint going on. And I suspect that Keith's absolutely right because in general, they don't want to get attacked. They don't want to have to come back at them what they're about to do to your banks or your grid, and we could do that. We all could do that. So my guess is, there's a little bit of failure on our part to have deep discussions about how great our defenses either are, or are not, when frankly the idea of defense is a good idea, worthwhile idea, but not really achievable. >> Yeah, that's a great point. That comes up a lot where it's like, people don't want retaliation, so it's a big, critical event that happens, that's noticeable as a counterstrike or equivalent. But there's been discussion of the, I call it "the slow bleed" where they push the line of where that is, like slowly infiltrate, and just cause disruption and inconvenience, as a tactic. This has become something we're seeing a lot of. Whether it's misinformation campaigns on fake news, to just disrupting operations slowly over time, and just kind of, 1,000 paper cuts, if you will. Your guys' thoughts on that? Is that something you guys see out there that's happening? >> Well, you saw Iran go after our banks. And we were pushing Iran pretty hard on the sanctions. Everybody knows they did that. It wasn't very much fun for anybody. But what they didn't do is take down the entire banking system. Not sure they could, but they didn't. >> Yeah, I would just add there that you see this on multiple fronts. You see this is by design. I'm sure that Mark is talking about this in his report but... they talk about this incremental approach that over time, this is part of the problem, right? Is that we have a very kind of black or white conception of warfare in this country. And a lot of times, even companies are going to think, well you know, we're at peace, so why would I do something that may actually be construed as something that's warlike or offensive or things like that? But in reality, even though we aren't technically at war, all of these other actors view this as a real conflict. And so we have to get creative about how we think about this within the paradigm that we have and the legal strictures that we have here in this country. >> Well there's no doubt at least in my non-expert military opinion, but as someone who is a techie, been on the Internet from day one, all my life, and all those tools, you guys as well, I personally think we're at war. 100%, there's no debate on that. And I think that we have to get better policy around this and understand it better. Because it's happening. And one of the obvious areas that we see in the news everyday, it's Huawei and intellectual property theft. This is an economic impact. I mean just look at what's happening in Brexit in the U.K. If that was essentially manipulated, that's the ultimate smart bomb, is to just destroy their financial system, which ended up happening through that misinformation. So there are economic realizations here, Evan,that not only come from the misinformation campaigns and other attacks, but there's real value with intellectual property. This is the report you put out. Your thoughts? >> There's very much an active conflict going on in the economic sphere, and that's certainly an excellent point. I think one of the most important things that most of the world doesn't quite understand yet, but our adversaries certainly understand, is that wars are fought for usually, just a few reasons. And there's a lot of different justification that goes on. But often it's for economic benefit. And if you look at human history, and you look at modern history, a lot of wars are fought for some form of economic benefit, often in the form of territory, et cetera, but in the modern age, information can directly and very quite obviously translate into economic benefit. And so when you're bleeding information, you're really bleeding money. And when I say information, again, it's a broad word, but intellectual property, which our definition, here at INVNT/IP is quite broad too, is incredibly valuable. And so if you have an adversary that's consistently removing intellectual property from what I would call our information ecosystem, and our business ecosystem, we're losing a lot of economic value there, and that's what wars are fought over. And so to pretend that this conflict is inactive, and to pretend that the underlying economy and economic strength that is bolstered or created by intellectual property isn't critical would be silly. And so I think we need to look at those kinds of dynamics and the kind of Gerasimov Doctrine, and the essential doctrine of unrestricted warfare that came out of the People's Republic of China are focused on avoiding kinetic conflict while succeeding at the kinds of conflict that are more preferable, particularly in an asymmetric environment. So that's what we're dealing with. >> Mark and Phil, people waking up to this reality are certainly. People in the know are that I talk to, but generally speaking across the board, is this a woke moment for tech? This Armageddon now or later? >> Woke moment for politicians not for tech, I think. I'm sure Phil would agree with this, but the old guard, go back to when Keith was running the NSA. But at that time, there was a very clear distinction between military and economic security. And so when you said security, that meant military. And now all the rules have changed. All the ways CFIUS works in the United States have changed. The legislation is changing, and now if you want to talk about security, most major nations equate economic security with national security. And that wasn't true 10 years ago. >> That's a great point. That's really profound, I totally agree. Phil. >> I think you're seeing a change in realization in Washington about this. I mean, if you look at the cybersecurity strategy of 2018, it specifically says that we're going to be moving from a posture of active defense to one of defending forward. And we can get into the discussion about what those words mean, but the way I usually boil down is it means, going from defending, but maybe a little bit forward, to actually going out and making sure that our interests are protected. And the reason why that's important, and we're talking about offense versus defense here, obviously the reason why, from what Mark was saying, if they're already in the networks, and they haven't actually done anything, it's because they're afraid of what that offensive response could be. So it's important that we selectively demonstrate what costs we could impose on different actors for different kinds of actions, especially knowing that they're already operating inside of our network. >> That's a great point. I mean, I think that's again another profound statement because it's almost like the pin in the grenade. Once they pull it, the damage is done. Again, back to our theme, Armageddon, now or later? What's the answer to this, guys? Is it the push to policy conversation and the potential consequences higher? Get that narrative going. Is it more technical protection in the networks? What's some of the things that people are talking about and thinking about around this? >> And it's really all of the above. So the tough part about this for any society and for our society is that it's expensive to live in a world with this much insecurity. And so when these kind of low-level conflicts are going on, it costs money and it costs resources. And companies had to deal with that. They spent a long time trying to dodge security costs, and now particularly with the advent of new law like the GDPR in Europe, it's becoming untenable not to spend that defensive money, even as a company, right? But we also are looking at a deepening to change policy. And I think there's been a lot of progress made. Mark mentioned the CFIUS reforms. There are a lot of different essentially games of Whack-A-Mole being played all around the world right now figuring out how to chase these security problems that we let go too long, but there's many, many, many fronts that we need to-- >> Whack-A-Mole's a great example. The visualization of that is just horrendous. You know, not the ideal scenario. But I got to get your point on this, because one of the things that comes up all the time in our conversations in theCUBE is, the government's job is to protect our securities. So again, if someone came in, and invaded my town in Palo Alto, it's not my responsibility to fight for the town. Maybe defend my own house. But if I'm a company being attacked by Russia, or China or Iran, isn't it the government's responsibility to protect me as a citizen and the company doing business there? So again, this is kind of the confusion that people have. If somebody's going to defend their hack, I certainly got to put security practices in place. This is new ground for the government, digitally speaking. >> When we started this INVNT/IP project, it was about seven years ago. And I was told by a very smart guy in D.C. that our greatest challenge was going to be American corporations, global corporations. And he was absolutely right. Literally in this fight to protect intellectual property, and to protect the welfare even of corporations, our greatest enemies so far have been American corporations. And they lobby hard for China, while China is busy stealing from them, and stealing from their company, and stealing from their country. All that stuff's going on, on a daily basis and they're in D.C. lobbying in favor of China. Don't do anything to make them mad. >> They're getting their pockets picked at the same time. And they're trying to do business in China. They're getting their pockets picked. That's what you're saying. >> They're going for the quarterly earnings report and that's all. >> So the problem is-- >> Yeah so-- >> The companies themselves are kind of self-inflicted wounds here for them. >> Yes. >> Yeah, just to add to that, on this note, there have been some... Business to settle interest. And this is something you're seeing a little bit more of. There's been legislation through CFIUS and things like that. There have been reforms that discourage the flow of Chinese money in the Silicon Valley. And there's actually a measurable difference in that. Because people just don't want to deal with the paperwork. They don't want to deal with the reputational risk, et cetera, et cetera. And this is really going to be the key challenge, is having policy makers not only that are interested in addressing this issue, because not all of them are even convinced it's a problem, if you can believe it or not, but having them interested and then having them understand the issue in a way that the legislation can actually be helpful and not get in the way of things that we value, such as innovation and entrepreneurialism and things like that. So it's going to take sophisticated policy-making and providing incentives so that companies actually want to participate and helping to make America safer. >> You're so right about the politicians. Capitol Hill's really not educated. I mean I tell my kids, and they ask the same questions, just look at Mark Zuckerberg and Sundar Pichai present to the government. They don't even know what an Android phone versus an iPhone is, nevermind what the Internet, and how this global economy works. This has become a makeup problem of the personnel in Capitol Hill. You guys see any movement? I'm seeing some change with a new guard, a new generation of younger people coming in. Certainly from the military, that's an easy when you see people get this. But a new generation of young millennials who are saying, "Hey, why are we doing this the old way?" and actually becoming more informed. Not being the lawyer at law-making. It's actually more technically savvy. Is there any movement, any bright hope there? >> I think there's a little hope in the sense that at a time when Congress has trouble keeping the lights on, they seem to have bipartisan agreement on this set of issues that we're talking about. So, that's hopeful. You know, we've seen a number of strongly bipartisan issues supported in Congress, with the Senate, with the House, all agreeing that this is an issue for us all, that they need to protect the country. They need to protect IP. They need to extend the definition of security. There's no argument there. And that's a very strange thing in today's D.C. to have no argument between the parties. There's no error between the GOP and the Democrats as far as I can tell. They seem to all agree on this, and so it is hopeful. >> Freedom has its costs and I think this is a new era of modern freedom and warfare and protection and all these dynamics are changing, just like Cloud 2.0 is changing application developers. Guys, this is a really important topic. Thank you so much for coming on, appreciate it. Love to do a follow-up on this again with you guys. Thanks for sharing your insight. Some great, profound statements there, appreciate it. Thank you very much. >> Thank you. >> Thanks for having us. >> It's been a CUBE Power Panel here from Palo Alto, California with Evan Anderson, Mark Anderson, and Phil Lohaus. Thank you guys for coming on. Power Panel: The Next Battleground in Industrial IoT. Security is a big part of it. Thanks for watching, this has been theCUBE. (energetic music)
SUMMARY :
Announcer: From our studios in the heart and also author of the huge report Theft Nation And I really believe that the world leaders This is something that the government's And I'm happy to unpack that as we talk about that today, IoT is going to create more points that we have to defend that have the capabilities we didn't want them to have, meets the fact that we have to be more defensive. don't have here in the States. I've heard people talk about the fact that open source and Alexander's talked about that as well, right? And the answer is probably yeah, they probably can. Is that something you guys see And we were pushing Iran pretty hard on the sanctions. and the legal strictures that we have here in this country. This is the report you put out. that most of the world doesn't quite understand yet, People in the know are that I talk to, And now all the rules have changed. That's a great point. And the reason why that's important, Is it the push to policy conversation And it's really all of the above. the government's job is to protect our securities. and to protect the welfare even of corporations, And they're trying to do business in China. They're going for the quarterly earnings report The companies themselves are kind of and not get in the way of things that we value, of the personnel in Capitol Hill. that they need to protect the country. Love to do a follow-up on this again with you guys. Thank you guys for coming on.
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Dell Technologies World 2019 Analysis
>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, brought to you by Del Technologies and its ecosystem partners. >> Okay, welcome back. Everyone's cubes. Live coverage. Day three wrap up of Del Technologies World twenty nineteen Java is Dave a lot. There's too many men on set one. We get set to over there blue set, White said. We got a lot of content. It's been a cube can, in guise of a canon of content firing into the digital sphere. Great gas. We had all the senior executive players Tech athletes. Adele Technology World. Michael Dell, Tom Sweet, Marius Haas, Howard Ally As we've had Pat Kelsey, rco v M were on the key partner in the family. They're of del technology world and we had the clients guys on who do alien where, as well as the laptops and the power machines. Um, we've had the power edge guys on. We talked about Hollywood. It's been a great run, but Dave, it's been ten years Stew. Remember, the first cube event we ever went to was DMC World in Boston. The chowder there he had and that was it wasn't slogan of of the show turning to the private cloud. Yeah, I think that was this Logan cheering to the private cloud that was twenty ten. >> Well, in twenty ten, it was Cloud Cloud Cloud Cloud Cloud twenty nineteen. It's all cloud now. That difference is back then it was like fake cloud and made up cloud and really was no substance to it. We really started to see stew, especially something that we've been talking about for years, which is substantially mimicking the public cloud on Prem. Now I know there are those who would say No, no, no, no, no. And Jessie. Probably in one of those that's not cloud. So there's still that dichotomy is a cloud. >> Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, where made that partnership with a ws It was the ripple through this ecosystem. Oh, what's that mean for Del you know Veum, wherein Del not working together Well, they set the model and they started rolling out bm where, and they took the learnings that they had. And they're bringing that data center as a service down to the Dell environment. So it's funny I always we always here, you know, eight of us, They're learning from their partners in there listening and everything like that. Well, you know, Dylan Veum where they've been listening, they've been learning to in this, and it brings into a little bit of equilibrium for me, that partnership and right, David, you said, you know that you could be that cloud washing discussion. And today it's, you know, we're talking about stacks that live in eight of us and Google and Microsoft. And now, in, you know, my hosted or service lighter or, you know, my own data center. If that makes sense, >> I mean, if you want to just simplify the high order bit, Dave Cloud. It's simply this Amazon's trying to be enterprised everyone, the enterprise, trying to claw Amazon, right? And so what? The what that basically means is it's all cloud. It's all a distributed computer system. OK, Scott McNealy had it right. The network is the computer. If you look at what's going on here, the traditional enterprise of vendors over decades of business model and technology, you know, had full stack solutions from mainframe many computers to PC the local area networking all cobble together wires it up creates applications, services. All that is completely being decimated by a new way to roll out storage, computing and networking is the same stuff. It's just being configured differently. Throw on massive computer power with Cloud and Moore's Law and Data and A. I U have a changing of the the architecture. But the end of the day the cloud is operating model of distributed computing. If you look at all the theories and pieces of computer science do and networking, all those paradigms are actually playing out in in the clouds. Everything from a IIE. In the eighties and nineties you got distributed networking and computing, but it's all one big computer. And Michael Dell, who was the master of the computer industry building PCs, looks at this. Probably leg. It's one big computer. You got a processor and subsystems. So you know this is what's interesting. Amazon has done that, and if they try to be like the enterprise, like the old way, they could fall into that trap. So if the enterprise stays in the enterprise, they know they're not going out. So I think it's interesting that I see the enterprise trying to like Amazon Amazon trying to get a price. So at the end of the day, whoever could build that system that's scalable the way I think Dell's doing, it's great. I was only scaleable using data for special. So it's a distributed computer. That's all that's going on in the world right now, and it's changing everything. Open source software is there. All that makes it completely different, and it's a huge opportunity. Whoever can crack the code on this, it's in the trillions and trillions of dollars. Total adjustable market >> well, in twenty ten we said that way, noted the gap. There's still a gap between what Amazon could do and what the on Prem guys Khun Dio, we'd argue, is a five years is seven years, maybe ten years, whatever it is. But at the time we said, if you recall, lookit, they got to close the gap. It's got to be good enough for I t to buy into it like we're starting to see that. But my view, it's still not cloud. It doesn't have to scale a cloud, doesn't have the economics cloud. When you peel the onion, it doesn't certainly doesn't have the SAS model and the consumption model of cloud nowhere close yet. Well, and you know, >> here's the drumbeat of innovation that we see from the public cloud. You know where we hit the shot to show this week, the public have allowed providers how many announcements that they probably had. Sure, there was a mega launch of announcements here, but the public lives just that regular cadence of their, you know, Public Cloud. See a CD. We're not quite there yet in this kind of environment, it's still what Amazon would say is. You put this in an environment and it's kind of frozen. Well, it's thought some, and it's now we can get data set. A service consumption model is something we can go. We're shifting in that model. It's easier to update things, but you know, how do I get access to the new features? But we're seeing that blurring of the line. I could start moving services that hybrid nature of the environment. We've talked a few times. We've been digging into that hybrid cloud taxonomy and some of the services to span because it's not public or private. It's now truly that hybrid and multi environment and customers are going to live in. And all of >> the questions Jonah's is good enough to hold serve >> well. I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises almost ten years to figure out that it's real. And I think in that time frame Amazon is absolutely leveled. Everybody, we call that the tsunami. Microsoft quickly figures out that they got to get Cloud. They come in there, got a fast followers. Second, Google's trying to retool Oracle. I think Mr Bo completely get Ali Baba and IBM in there, so you got the whole cloud game happening. The problem of the enterprises is that there's no growth in terms of old school enterprise other than re consolidate in position for Cloud. My question to you guys is, Is there going to be true? True growth in the classic enterprise business or, well, all this SAS run on clouds. So, yes, if it's multi cloud or even hybrid for the reasons they talk about, that's not a lot of growth compared to what the cloud can offer. So again, I still haven't seen Dave the visibility in my mind that on premises growth is going to be massive compared to cloud. I mean, I think cloud is where Sassen lives. I think that's where the scale lives we have. How much scale can you do with consolidation? We >> are in a prolonged bull market that that started in twenty ten, and it's kind of hunger. In the tenth year of a of a decade of bull market, the enterprise market is cyclical, and it's, you know, at some point you're going to start to see a slowdown cloud. I mean, it's just a tiny little portion of the market is going to continue to gain share cloud can grow in a downturn. The no >> tell Motel pointed out on this, Michael Dell pointed out on the Cubans, as as those lieutenants, the is the consolidation of it is just that is a retooling to be cloud ready operationally. That's where hybrid comes in. So I think that realization has kicked in. But as enterprises aren't like, they're not like Google and Facebook. They're not really that fast, so So they've got to kind of get their act together on premises. That's why I think In the short term, this consolidation and new revitalisation is happening because they're retooling to be cloud ready. That is absolutely happen. But to say that's the massive growth studio >> now looked. It is. Dave pointed out that the way that there is more than the market growth is by gaining market share Share share are areas where Dell and Emcee didn't have large environment. You know, I spent ten years of DMC. I was a networking. I was mostly storage networking, some land connectivity for replication like srd Evan, like today at this show, I talked a lot of the telco people talk to the service of idle talk where the sd whan deny sirrah some of these pieces, they're really starting to do networking. That's the area where that software defined not s the end, but the only in partnership with cos like Big Switch. They're getting into that market, and they have such small market share their that there's huge up uplift to be able to dig into the giant. >> Okay, couple questions. What percent of Dell's ninety one billion today is multi cloud revenue. Great question. Okay, one percent. I mean, very small. Okay. Very small hero. Okay? And is that multi cloud revenue all incremental growth isat going to cannibalize the existing base? These? Well, these are the fundamentals weighs six local market that I'm talking to >> get into this. You led the defense of conversations. We had Tom Speed on the CFO and he nailed us. He said There's multiple levers to shareholder growth. Pay down the debt check. He's got to do that. You love that conversation. Margin expansion. Get the margins up. Use the client business to cover costs. As you said, increased go to market efficiency and leverage. The supply chain that's like their core >> fetrow of cash. And that all >> these. The one thing he said that was mind blowing to me is that no one gets the valuation of how valuable Del Technologies is. They're throwing off close to seven billion dollars in free cash flow free cash flow. Okay, so you can talk margin expansion all you want. That's great, but there got this huge cash flow coming in. You can't go out of business worth winning if you don't run out of cash >> in the market. When the market is good, these guys are it is good a position is anybody, and I would argue better position than anybody. The question on the table that I'm asking is, how long can it last? And if and when the market turns down and markets always cyclical we like again. We're in the tenth year of a bull market. I mean, it's someone >> unprecedented gel can use the war chest of the free cash flow check on these levers that they're talking about here, they're gonna have the leverage to go in during the downturn and then be the cost optimizer for great for customers. So right now, they're gonna be taking their medicine, creating this one common operating environment, which they have an advantage because they have all the puzzle pieces. You A Packer Enterprises doesn't have the gaping holes in the end to end. They can't address us, >> So that is a really good point that you're making now. So then the next question is okay. If and when the downturn turn comes, who's going to take advantage of it, who's going to come out stronger? >> I think Amazon is going to be continued to dominate, and as long as they don't fall into the enterprise trap of trying to be too enterprising, continue to operate their way for enterprises. I think jazz. He's got that covered. I think DEL Technologies is perfectly positioned toe leverage, the cash flow and the thing to do that. I think Cisco's got a great opportunity, and I think that's something that you know. You don't hear a lot of talk about the M where Cisco war happening. But Cisco has a network. They have a developer ecosystem just starting to get revitalized. That's an opportunity. So >> I got thoughts on Cisco, too. But one of things I want to say about Del being able to come out of that stronger. I keep saying I've said this a number of times and asked a lot of questions this week is the PC business is vital for Del. It's almost half the company's revenue. Maybe not quite, but it it's where the company started it. It sucks up a lot of corporate overhead. >> If Hewlett Packard did not spin out HP HP, they would be in the game. I think spinning that out was a huge mistake. I wrote about a publicly took a lot of heat for it, but you know I try to go along with the HPD focus. Del has proven bigger is better. HP has proven that smaller is not as leverage. And if it had the PC that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage to cross pollinate the front end and edge into the back and common cloud operate environment that is going to be an advantage. And that's going to something that will see Well, let me let me >> let me counter what you just said. I agree. You know this this minute. But the autonomy was the big mistake. Once hp autonomy, you know what Meg did was almost a fatal complete. They never should've bought autonomy >> makers. Levi Protector he was. So he was there. >> But she inherited that bag of rocks. And then what you gonna do with it? Okay, so that's why they had to spend out and did create shareholder value. If they had not purchased autonomy, then he would return much better shape, not to split it up. And they would be a much stronger competitor. >> And I share holder Pop. They had a pop on value. People made some cash with long game. I think that >> going toe peon base actually done pretty well for a first year holding a standalone PC company. So, but again, I think Del. With that leverage, assuming pieces, it's going to be really interesting. I don't know much about that market. You were loving that PC conversation, but the whole, you know, the new game or markets and and the new wayto work throwing an edge in there, I don't know is ej PC and edges that >> so the peanut butter. And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were an integrated company. And when you have an integrated company like this, with the tech the tech landscape shifting to their advantage, you have the ability to cross subsidize. So strategy game. Matt Baker was here we'd be talking about OK, I can cross subsidize margin. You've brought it up on the client side. Smaller margins, but it pays a lot of the corporate overhead. Absolutely. Then you got higher margin GMC business was, you know, those margins that's contributing. And so when you have this new configuration. You can cross, subsidize and move and shift, so I think that's a great advantage. I think that's undervalued in the market place. And I think, you know, I think Del stock price is, well, undervalue. Point out the numbers they got VM wear and their question is, What what point is? VM where blink and go All in on del technology stew. Orcas Remember that Gus was gonna partner. You don't think the phone was ringing off the hook in Palo Alto from their parties? What? What's this as your deal? So Vienna. There's gotta be the neutral party. Big problem. The opportunity. >> Well, look, if I'm a traditional historical partner of'Em are, it's not the Azure announcement that has me a little bit concerned because all of them partner with Microsoft to it is how tightly combined. Del and Veum, where are the emcee, always kept them in arms like now they're in the same. It's like Dave. They're blending it. It's like, you know Del, from a market cap standpoint, gets fifty cents on the dollar. VM wears a software company, and they get their multiples. Del is not a software company, but VM where well, people are. Well, if we can win that a little bit, maybe we could get that. >> Marty still Isn't it splendid? No, no, I think the strategy is absolutely right on. You have to go hard with VM wear and use it as a competitive weapon. But, Stuart, your point fifty cents and all, it's actually much worse than that. I mean the numbers. If you take out of'Em, wears the VM wear ownership, you take out the core debt and you look at the market value you're left with, like a billion dollars. Cordell is undervalued. Cordell is worth more than a billion or two billion dollars. Okay, so it's a really cheap way to buy Veum. Where Right that the Tom Sweet nailed this, he said. You know, basically, these company those the streets not used to tech companies having such big debt. But to your point, John, they're throwing off cash. So this company is undervalued, in my view. Now there's some risks associated with that, and that's why the investors of penalizing them for that debt there, penalizing him from Michael's ownership structure. You know, that's what this is, but >> a lack of understanding in my opinion. I think I think you're right. I just think they don't understand. Look at Dale and they think G You don't look a day Ellen Think distributed computing system with software, fill in those gaps and all that extra ten expansion. It's legit. I think they could go after new market opportunities as as a twos to us as the client business. I mean mere trade ins and just that's massive trillions of dollars. It's, I think I think that is huge. But I'm >> a bull. I'm a bull on the value of the company. I know >> guys most important developments. Del technology world. What's the big story that you think is coming out of the show here? >> Well, it's definitely, you know, the VM wear on del I mean, that is the big story, and it's to your point. It's Del basically saying we're going to integrate this. We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. No doubt that is top for Dell and PacBell Singer said it. Veum wearing eight of us is the first and preferred solution. Those are the two primary vectors. They're going to drive hard and then Oh, yeah, we'Ll listen to customers Whatever else you want Google as you're fine, we're there. But those two vectors, they're going to Dr David >> build on that because we saw the, um we're building out of multi cloud strategy and what we have today is Del is now putting themselves in there as a first class citizen. Before it was like, Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, but infrastructure, infrastructure, infrastructure now it is. It is multi cloud. We want to see that the big table, >> right, Jeff, Jeff Clarke said, Why are you doing both? Let's just one strategy, one company. It's all one Cash registers that >> saying those heard that before. I think the biggest story to me is something that we've been seeing in the Cuban laud, you know, been Mom. This rant horizontally scaleable operating environment is the land grab and then vertically integrate with data into applications that allow each vertical industry leverage data for the kind of intimate, personalized experiences for user experiences in each industry. With oil and gas public sector, each one has got their own experiences that are unique. Data drives that, but the horizontal and tow an operating model when it's on premises hybrid or multi cloud is a huge land grab. And I think that is a major strategic win for Dell, and I think, as if no one challenges them on this. Dave, if HP doesn't go on, emanate change. If H h p e does not do it em in a complete changeover from strategy and pulling, filling their end to end, I think that going to be really hurting I think there's gonna be a tell sign and we'LL see, See who reacts and challenges Del on this in ten. And I think if they can pull it off without being contested, >> the only thing I would say that the only thing I would say that Jonah's you know, HP, you know very well I mean, they got a lot of loyal customers and is a huge market out there. So it's >> Steve. Look at economic. The economics are shifting in the new world. New use cases, new step function of user experiences. This is this is going to be new user experiences at new economic price points that's a business model. Innovation, loyal customers that's hard to sustain. They'Ll keep some clutching and grabbing, but everyone will move to the better mousetrap in the scenario. So the combination of that stability with software it's just this as a big market. >> So John twenty ten Little Table Back Corner, you know of'em See Dylan Blogger World double set. Beautiful says theatre of present lot of exchange and industry. But the partnership in support of this ecosystem. It's something that helped us along the way. >> You know, when we started doing this, Jeff came on board. The team has been amazing. We have been growing up and getting better every show. Small, incremental improvements here and there has been an amazing production, Amazing team all around us. But the support of the communities do this is has been a co creation project from day one. We love having this conversation's with smart people. Tech athletes make it unique. Make it organic, let the page stuff on on the other literature pieces go well. But here it's about conversations for four and with the community, and I think the community sponsorship has been part of funding mohr of it. You're seeing more cubes soon will be four sets of eight of US four sets of V M World four sets here. Global Partners sets I'm used to What have we missed? >> Yeah, it's phenomenal. You know, we're at a unique time in the industry and honored to be able to help documented with the two of you in the whole team. >> Dave, How it Elias sitting there giving him some kind of a victory lap because we've been doing this for ten years. He's been the one of the co captains of the integration. He says. There's a lot of credit. >> Yeah, Howard has had an amazing career. I I met him like literally decades ago, and he has always taken on the really hard jobs. I mean, that's I think, part of his secret success, because it's like he took on the integration he took on the services business at at AMC U members to when Joe did you say we're a product company? No services company. I was like, Give me services. Take it. >> It's been on the Cube ten years. Dave. He was. He was John away. He was on fire this week. I thought bad. Kelsey was phenomenal. >> Yeah, he's an amazing guest. Tom Tom Suite, You know, very strong moments. >> What's your favorite Cuban? I'LL never forget. Joe Tucci had my little camera out film and Joe Tucci, Anna. One of the sessions is some commentary in the hallway. >> Well, that was twenty ten, one of twenty eleven, I think one of my favorite twenty ten moments I go back to the first time we did. The cue was when you asked Joe Tucci, you know why a storage sexy. Remember that? >> A He never came on >> again. Ah, but that was a mean. If you're right, that was a cube mean all for the next couple of years. Remember, Tom Georges, we have because I'm not touching. That was >> so remember when we were critical of hybrid clouds like twenty, twelve, twenty, thirteen I go, Pat is a hybrid cloud, a halfway house to the final destination of public loud. He goes to a halfway house, three interviews. This was like the whole crowd was like, what just happened? Still favorite moment. >> Oh, gosh is a mean so money here, John. As you said, just such a community, love. You know, the people that we've had on for ten years and then, you know, took us, you know, three or four years to before we had Michael Dell on. Now he's a regular on our program with luminaries we've had on, you know, but yeah, I mean, twenty ten, you know, it's actually my last week working for him. See? So, Dave, thanks for popping me out. It's been a fun ride, and yeah, I mean, it's amazing to be able to talk to this whole community. >> Favorite moment was when we were at eighty bucks our first show. We're like, We still like hell on this. James Hamilton, Andy Jazzy Come on up, Very small show. Now it's a monster, David The Cube has had some good luck. Well, we've been on the right waves, and a lot of a lot of companies have sold their companies. Been part of Q comes when public Unicorns New Channel came on early on. No one understood that company. >> What I'm thrilled about to Jonah's were now a decade, and we're documenting a lot of the big waves. One of one of the most memorable moments for me was when you called me up. That said, Hey, we're doing a dupe world in New York. I got on a plane and went out. I landed in, like, two. Thirty in the morning. You met me. We did to dupe World. Nobody knew what to do was back then it became, like, the hottest thing going. Now nobody talks about her dupe. So we're seeing these waves and the Cube was able to document them. It's really >> a pleasure. The Cube can and we got the Cube studios sooner with cubes Stories with Cube Network too. Cue all the time, guys. Thanks. It's been a pleasure doing business with you here. Del Technologies shot out the letter. Chuck on the team. Sonia. Gabe. Everyone else, Guys. Great job. Excellent set. Good show. Closing down. Del Technologies rose two cubes coverage. Thanks for watching
SUMMARY :
It's the queue covering and the power machines. We really started to see stew, especially something that we've been talking about for years, Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, I U have a changing of the the architecture. But at the time we said, if you recall, lookit, they got to close the gap. We've been digging into that hybrid cloud taxonomy and some of the services to span I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises the enterprise market is cyclical, and it's, you know, at some point you're going to start to the is the consolidation of it is just that is a retooling to be cloud ready operationally. show, I talked a lot of the telco people talk to the service of idle talk where the sd whan local market that I'm talking to Use the client business to cover costs. And that all Okay, so you can talk margin expansion all you want. We're in the tenth year of a bull market. You A Packer Enterprises doesn't have the gaping holes in the end to end. So that is a really good point that you're making now. the cash flow and the thing to do that. It's almost half the company's revenue. that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage But the autonomy was the big mistake. So he was there. And then what you gonna do with it? I think that but the whole, you know, the new game or markets and and the new wayto work throwing an edge And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were in the same. I mean the numbers. I think I think you're right. I'm a bull on the value of the company. What's the big story that you think is coming out of the show here? We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, It's all one Cash registers that I think the biggest story to me is something that we've been seeing in the Cuban laud, the only thing I would say that the only thing I would say that Jonah's you know, HP, you know very well I mean, So the combination of that stability with software it's just this as a big market. But the partnership in support of this ecosystem. But the support of the communities do this and honored to be able to help documented with the two of you in the whole team. He's been the one of the co captains of the integration. and he has always taken on the really hard jobs. It's been on the Cube ten years. Tom Tom Suite, You know, very strong moments. One of the sessions is some commentary in the hallway. The cue was when you asked Joe Tucci, you know why a storage sexy. Ah, but that was a mean. Pat is a hybrid cloud, a halfway house to the final destination of public loud. You know, the people that we've had on for ten years and then, you know, took us, Favorite moment was when we were at eighty bucks our first show. One of one of the most memorable moments for me was when you called me up. It's been a pleasure doing business with you here.
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Copy of Lynn Lucas, Cohesity | Cisco Live EU 2019
>> Live from Barcelona, Spain. It's the cue covering Sisqo Live Europe, brought to you by Cisco and its ecosystem partners. >> Welcome back to Barcelona, everybody. You watching the Cube? The leader in live tech coverage is the first day of three days of coverage for Sisqo. Live for Europe. Lin Lucas is here. She's the chief marketing officer for Kohi City. Lend great to see you again. Thanks for coming on. >> Great to see you here in Europe. >> We were just saying it's the first time that we've done this on the continent. So another >> first? Yeah. Another first. Been s so pleased to be in the U. S with you guys, that multiple shows. And now we were here in Barcelona, >> so it's a great venue. We've actually done a number of shows here. Then again, it's a pleasure having you on. Let's see, Let's get right to it. What's going on with you guys and Cisco? You got got some news. Let's talk about >> Absolutely. As you know, we don't stop innovating continuous innovation at Cohesity and a number of new things. So last week we announced a new Cisco validated design with hyper flex and Cohesity integrating for snapshot integration for backup and, of course, instant recovery of that critical data center infrastructure. And we're calling it hyper squared. So you get full hyper convergence for your primary and, of course, your backup. Another secondary application. >> And those guys just want to talk about hype reflects anywhere. Still, so it's like infinitive hype. Infinity, hyper flex, >> hyper square, >> so hyper squared. Love it. So you guys will. How does that work? You'll obviously you want to be the provider of data protection provider from Multi Cloud. That's a huge opportunity. So how do you do that? You'll you'll plug into whatever framework that customer wants. Presumably, a lot of customers wanted the Cisco framework out. Is that all? >> Oh, absolutely. Hit the nail on the head. I mean, Cisco, obviously, one of the most respected leaders in the world, tens of thousands of customers globally depend on them. I'm Francisco alum love being back here at the old stomping grounds and Cisco's been an investor in cohesive he now, since our serious sees. So, they really saw the promise in the benefit of what Kohi City offers with hybrid converge solutions for modern backup recovery. And to your point to the cloud. You know, Cisco's talking a lot about multi cloud here and cohesive E with our native cloud integration helps customers protect those backups on or those applications on hyper flex, and then instantly move them to a cloud of choice. And then, as you've mentioned, Cisco has so many fantastic relationships that there are very strong go to market partner with us. And when customers wanted by solution, they could get the whole solution from Cisco, including Cohesive >> Yulin. We're glad we have you on because connecting the dots between something like hyper converge, which we've been talking about for a number of years now, and how that fits into multi cloud. To some, it's a little clunky sometimes goods like. But I've got my data center. Or am I just doing backup to the cloud? Because what we know is customers, a. Cisco says their data is, you know, kind of de centred. It's no longer in the in the data center of all over the place. Companies like Kohi City can give you that centralized data protection. No matter where your environment is, walk us through what you're hearing from your customers. How they look at kind of their data center versus the multi cloud environment and data protection. >> Yeah, so I think it's Ah, you know, I think customers air now understanding that it's not either or right. There was a time when people thought, Wow, I'm going to move everything to the cloud And I really think there's a maturing of an understanding of what's going to work well for me in this cloud First world, what do I want to put there? And then what am I going to keep on premises? So that's one of the things that Cohee City innovated our core technology. A distributed Web scale file system spanning file system, which spans the data center and the cloud world seamlessly. And what we're seeing is customers air really using the cloud for archiving, getting off of tape because then they get that search capability very easy when they need Teo tearing and then, most importantly, disaster recovery. You know, in the event of something man made or natural, many, many organizations moving to the clouds for their second sight. And with Kohi City, that's very easy to make. That transfer happened in a very seamless way with our capability set. So I think what we're seeing is this really maturing of how customers look at it as a really holistic environment. And so Cisco calling it data centered. But we call this, you know, mass data fragmentation. And then with our spanning file system being able to really consolidate that now >> yeah, another thing that needs that kind of holistic view is security. I know it's something that's in your product. There was a random where announcement that you made last week tells how security fits into this world. >> Yeah, well, you know, I think we all hate to say it, but you know that old phrase, the new normal unfortunately ran somewhere, and malware has become the new normal for organizations of all sizes. You know, here in Europe, we have that off the situation with the N HS in the UK last year. Andi, it's happening everywhere. So you know one element that the's attackers air taking is looking at how to disable backups. And so this is really important that as a part of a holistic security strategy that organizations take a look at that attack vector. So what cohesive he's introduced is really unique. It's three steps. It's prevent its detect, prevent and then recover. So detect in terms of capabilities to see if there are nefarious changes being happened to the file system right, and then prevent with Helios automatically detecting and with our smart assistant providing that notification and then, if need be, recover with our instant mass restore capability, going back to any point in time with no performance issue. This is not taking time for the rehydration spanning file system doing this instantly and allowing an organization to basically say, Sorry, not today, attackers. We don't need to pay you because we can instantly restore back to a safe point in time. >> So let's unpack those a little bit. If we could detect piece, I presume there's an analytics component to that. You're you're observing the the behavior of the of the backup corpus is that right there, Which is a logical place because it's got all the corporate data in there >> that that's correct. So last year we introduced Helios, which is our global SAS space management system, as machine learning capability in it. And that's providing that machine learning based monitoring to see what kinds of anomalies may be happening that is then proactively alerted to the team >> and then the recovery piece, a ce Well, like you said, it's it's got to be fast. Gotta have high performance, high performance data movement, and that's fundamental to your file system. Is that what I'm hearing >> that architecture that's correct. That's one of the differences of our modern backup solution. Versus some of the non hyper converge architectures is the distributed Web file system, which our CEO Motorin, he was formally at Google, helped with developing their file system has what's called instant ability to go back into any point in time and recover not just one of'em, but actually at a v M wear. A couple years ago, we demonstrated thousands of'em is at a time, and the reason for that is this Web scale file system, which is really unique to Kohi City. And that's what allows a nightie organization to not be held hostage because they can not have two potentially spend not just ours, but even days with the old legacy systems trying to rehydrate. You know these backups if they have to go back potentially many months in time because you don't know that that ran somewhere may have been introduced, not say yesterday, but might have been several months ago, and that's one of the key advantages of this instant master store. >> I mean, this is super important rights, too, because we're talking about very granular levels of being able to dial up dial down. You could tune it by application of high value applications. You can. You have much greater granularity some of the crap locations that not, maybe not. It's important. So flexibility is key there. How about customers, any new customers that you can talk about? >> Absolutely. So one of the ones since we're here, it's just go live. So Cisco, along with Kohi City, we've been working with one of the largest global manufacturers of semiconductors and other electronic equipment, Tokyo Electron, based in Tokyo but also here in the U. K. On the continent. And they had one of those older backup solutions and were challenged with time. It was taking them to back up the restores not being predictable. So they've gone with Cohesive e running on Cisco UCS. Because we're a software to find platform. We offer our software on our customers, you know, choice of Certified Solutions and Cisco UCS. And so they've started with backup, but they're now moving very quickly into archiving to the cloud, helping reduce their costs and get off of tape and to disaster recovery. Ultimately, so super excited that together with Cisco, we could help this customer modernized their data center and, you know, accelerate their hybrid clouds strategy at the same time. >> Awesome. And then you guys were also protecting the Sisqo Live network here. What? Tell us about that? >> Yes. Oh, you know, Cisco builds an amazing network here. I mean, you've seen the operations center, a huge team of people. But as we all know, things could go wrong. Potentially. And so we are protecting the critical services that Cisco's providing to all of this is go live attendees here. So should something happen, which I'm sure won't. Kohi City will be used to instantly recover and bring backup critical services like DNA and other areas that they're depending on to serve. All of the thousands of showgoers here. >> So super hot space. We talked about this at PM World. Actually, last couple of years. Just how much activity and interest there is and the whole parlance is changing land on one of you could come and I used to be you back up when the world was tape. Now you're talking about data protection data management, which could mean a lot of things to a lot of people to a storage folks. It's, you know, it's pretty specific, but you're seeing a massive evolution of the space cloud. Clearly is the underpinning of the tailwind on it requires you guy's toe. To respond is an industry and cohesive, specifically is a company. So I wanted to talk about some of those major trends and how you guys are responding and you're leading. And, >> yeah, I think you know, folks have been a little bit surprised, like, Wait a minute. What's this kind of sleepy industry? Why is it getting all this funding? I mean, our own Siri's de funding. Middle of last year, two hundred fifty million dollars. Softbank banked along with Sequoia, of course. But really, the trend, as is being talked about Francisco Live, is data is. I don't want to say the new oil, but it's the water of the world, right? I mean, it's absolutely crucial to any business, the's days other than your talent. It's your most important business asset. >> And >> the pressure on the board and the CEO and the CEO and turn to be agile to do more with that data to know what you have because here we are in Europe, GDP are increasing, regulations is super important. And so you know, this has really brought for be need to create holistic ways to organize and manage and have visibility toe all of that data, and it's massively fragmented. We put out that research last year, massive data fragmentation and most of that data has been kind of under the water line in most people's minds. You know, you think about your primary applications and data that's really only twenty percent, and the other eighty percent in test Evan Analytics and Backup has been pretty fragmented in Siloed, and it hasn't yet had that vision of How could we consolidate that and move it into a modern space until folks like Mode Erin, you know, founded Cohesive E and applied those same hyper converge techniques that he did at new tonics. So I think that this investment just further validates the fact that data is the most important business asset, and people are really in need of new solutions to manage it, protected and then ultimately do Mohr with it gain insights out of it. >> You know, just a couple comments on that one is, you know, data. We always joke about data's the new oil. It's even more valuable because you can use data in multiple places. You can only put oil in your car once. And so so companies of being in and to realize that how valuable it is trying to understand that value, how to protect that and the GPR. It's interesting. It's it's really. The fines went into effect in Europe last May, but it's become a template, a framework globally. People, you know us. Compensate. All right, we gotta prepare for GPR. And then local jurisdictions announced thing. Well, that's a decent starting point. And so it's not just confined to Europe. It's really on everybody's mind. >> It is, and you brought up the cloud before. And you know the cloud is a new way for people to be agile, and they're getting a lot of value out of it. But it also continues to fragment their data and the visibility. No. In talking Teo Large CIA O of, ah, Fortune one hundred large organisation. He's actually has less visibility in many ways in the cloud because of the ease of proliferation of test ever. And that is creating Mohr. You know, stress, I would say in the system and need for solutions to both provide an enhanced set agility. Move data to the cloud, easily move it out when you need to. But also with regulation, be able to identify and delete. As you know, with GPR if needed, the information that you know your customer may ask you to remove from your systems. >> Yeah, well, I love this conversation a little following cohesively because you guys are up leveling the entire game. I've been following the data protection space for decades now, and the problem with data protection is has always been a bolt on, and companies like, oh, he city both with the funding your your vision. He really forcing the industry. They're kind of re think data protection, not as a bolt on what is a fundamental component of digital strategies and data strategy. So it's fun watching you guys. Congratulations on all the growth. I know you got more to go. So thanks so much for coming in the Cuban and always a pleasure to see you. >> All of always a pleasure to be here with you guys. Thanks very much. >> You're very welcome. All right. Keep it right there, buddy. Stew Minimum and David Lantz from Cisco Live. Barcelona. You watching the Cube?
SUMMARY :
Sisqo Live Europe, brought to you by Cisco and its ecosystem partners. Lend great to see you again. So another S with you guys, that multiple shows. What's going on with you guys and Cisco? So you get full hyper convergence for your primary And those guys just want to talk about hype reflects anywhere. So you guys will. And to your point to the cloud. you know, kind of de centred. Yeah, so I think it's Ah, you know, I think customers air now understanding There was a random where announcement that you made last We don't need to pay you because we can instantly Which is a logical place because it's got all the corporate data in there And that's providing that machine learning based monitoring to see what and then the recovery piece, a ce Well, like you said, it's it's got to be fast. to go back potentially many months in time because you don't know that that ran somewhere How about customers, any new customers that you can talk about? on our customers, you know, choice of Certified Solutions and Cisco UCS. And then you guys were also protecting the Sisqo Live network here. the critical services that Cisco's providing to all of this is go live attendees So I wanted to talk about some of those major trends and how you guys are responding and yeah, I think you know, folks have been a little bit surprised, like, Wait a minute. to be agile to do more with that data to know what you have You know, just a couple comments on that one is, you know, data. needed, the information that you know your customer may ask you So thanks so much for coming in the Cuban and always a pleasure to see you. All of always a pleasure to be here with you guys. You watching the Cube?
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Teresa Carlson, AWS | AWS re:Invent 2018
live from Las Vegas it's the cube covering AWS reinvents 2018 brought to you by Amazon Web Services inhale and their ecosystem partners hey welcome back everyone this the cube live day 3 coverage of Amazon Web Services AWS reinvent 2018 we're here with two cents Dave six years we've been covering Amazon every single reinvent since they've had this event except for the first year and you know we've been following AWS really since its inception one of my startup said I was trying to launch and didn't ever got going years ago and he went easy to launch was still command-line and so we know all about it but what's really exciting is the global expansion of Amazon Web Services the impact that not only the commercial business but the public sector government changing the global landscape and the person who I've written about many times on Forbes and unhooking angle Theresa Carlson she's the chief a public sector vice president of Amazon Web Services public sector public sector great to see you hi hi John I checked great to be here again as always so the global landscape mean public sector used to be this a we talk to us many times do this do that yeah the digital environment and software development growth is changing all industries including public sector he's been doing a great job leading the charge the CIA one of the most pivotal deals when I asked Andy jassie directly and my one-on-one with them that this proudest moments one of them is the CIA deal when I talked to the top execs in sales Carla and other people in Amazon they point to that seminal moment with a CIA deal happen and now you got the DoD a lot of good stuff yeah what's do how do you top that how do you raise the bar well you know it still feels like day one even with all that work in that effort and those customers kind of going back to go forward in 2013 when we won the CIA opportunity they are just an amazing customer the entire community is really growing but there's so much more at this point that we're doing outside of that work which is being additive around the world and as you've always said John that was kind of a kind of a pivotal deal but now we're seeing so many of our government customers we now have customers at a hundred and seventy four countries and I have teams on the ground in 28 countries so we're seeing a global mood but you know at my breakfast this week we talked a lot about one of the big changes I've seen in the last like 18 months is state and local government where we're seeing actually states making a big move California Arizona New York Ohio Virginia so we're starting to see those states really make big moves and really looking at applications and solutions that can change that citizen services engagement and I achieve in these state local governments aren't real I won't say their course they're funded but they're not like funded like a financial services sector but that's women money they got to be very efficient clouds a perfect opportunity for them because they can be more productive I do a lot of good things I can and there's 20 new governor's coming on this year so we've had a lot of elections lots of new governors lots of new local council members coming in but governor's a lot of times you'll see a big shift when a governor comes in and takes over or if there's one that stays in and maintains you'll see kind of that program I was just in Arizona a couple weeks ago and the governor of Arizona has a really big fish toward modernization and utilization of information technology and the CIO of the state of Arizona is like awesome they're doing all this work transformative work with the government and then I was at Arizona State University the same day where we just announced a cloud Innovation Center for smart cities and I went around their campus and it's amazing they're using IOT everywhere you can go in there football stadium and you can see the movement of the people how many seats are filled where the parking spaces are how much water's been used where Sparky is their their backside I've got to be Sparky which was fed but you're seeing these kind of things and all of that revs on AWS and they're doing all the analytics and they're gonna continue to do that one for efficiency and knowledge but to also to protect their students and citizens and make them safer through the knowledge of data analytics you know to John's point about you know funding and sometimes constricted funding at state and local levels and even sometimes the federal levels yeah we talked about this at the public sector summit I wonder if you could comment Amazon in the early days help startups compete with big companies it gave them equivalent resources it seems like the distance between public sector and commercial is closing because of the cloud they're able to take advantage of resources at lower cost that they weren't able to before it's definitely becoming the new normal in governments for sure and we are seeing that gap closing this year 2018 for me was a year that I saw kind of big moves to cloud because in the early days it was website hosting kind of dipping their toes in this year we're talking about massive systems that are being moved to the cloud you know big re-architecting and design and a lot of people say well why do they do that that costs money well the reason is because they may have to Rio architect and design but then they get all the benefits of cloud through the things that examples this week new types of storage new types of databases at data analytics IOT machine learning because in the old model they're kind of just stagnated with where they were with that application so we're seeing massive moves with very large applications so that's kind of cool to see our customers and public sector making those big moves and then the outputs the outcome for citizens tax payers agencies that's really the the value and sometimes that's harder to quantify or justify in public sector but over the long term it's it's going to make a huge difference in services and one of the things I now said the breakfast was our work and something called helping out the agents with that ATO process the authority to operate which is the big deal and it cost a lot of money a lot of times long time and processes and we've been working with companies like smartsheet which we helped them do this less than 90 days to get go plow so now working with our partners like Talos and Rackspace and our own model that's one of the things you're also gonna see check and Jon you're taking your knowledge of the process trying to shrink that down could time wise excessive forward to the partners yes to help them through the journey these fast move fast that kind of just keep it going and that's really the goal because they get very frustrated if they build an application that takes forever to get that security that authority to operate because they can't really they can't move out into full production unless that's completed and this could make or break these companies these contracts are so big oh yeah I mean it's significant and they want to get paid for what they're doing and the good work but they also want to see the outcome and the results yeah I gotta ask you what's new on the infrastructure side we were in Bahrain for the region announcement exciting expansion there you got new clouds gov cloud east yeah that's up and running no that's been running announced customers are in there they're doing their dr their coop running applications we're excited yes that's our second region based on a hundred and eighty five percent year-over-year growth of DEFCON region west so it's that been rare at reading I read an article that was on the web from general Keith Alexander he wrote an op-ed on the rationale that the government's taking in the looking at the cloud and looking at the military look at the benefits for the country around how to do cloud yes you guys are also competing for the jet idea which is now it's not a single source contract but they want to have one robust consistent environment yeah a big advantage new analytics so between general Keith Alexander story and then the the public statement around this was do is actually outlined benefits of staying with one cloud how is that going what how's that Jedi deal going well there's there's two points I'd like to make them this first of all we are really proud of DoD they're just continuing to me and they're sticking with their model and it's not slowing them down everything happening around Jedi so the one piece yes Jedi is out there and they need to complete this transaction but the second part is we're just we're it's not slowing us down to work with DoD in fact we've had great meetings with DoD customers this week and they're actually launching really amazing cloud workloads now what's going to be key for them is to have a platform that they can consistently develop and launch new mission applications very rapidly and because they were kind of behind they their model right now is to be able to take rapid advantage of cloud computing for those warriors there's those war fighters out in the field that we can really help every day so I think general Alexander is spot on the benefits of the cloud are going to really merit at DoD I have to say as an analyst you know you guys can't talk about these big deals but when companies you know competitors can test them information becomes public so in the case of CI a IBM contested the judge wheeler ruling was just awesome reading and it underscored Amazon's lead at the time yeah at Forrest IBM to go out and pay two billion dollars for software the recent Oracle can contestant and the GAO is ruling there gave a lot of insights I would recommend go reading it and my takeaway was the the DoD Pentagon said a single cloud is more secure it's going to be more agile and ultimately less costly so that's that decision was on a very strong foundation and we got insight that we never would have been able to get had they not tested well and remember one of the points we were just talking earlier was the authority to operate that that ability to go through the security and compliance to get it launched and if you throw a whole bunch of staff at an organization if they they're struggling with one model how are they gonna get a hundred models all at once so it's important for DoD that they have a framework that they can do live in real first of all as a technical person and an operating system which is kind of my background is that it makes total sense to have that cohesiveness but the FBI gave a talk at your breakfast on Tuesday morning Christene Halverson yeah she's amazing and she pointed out the problems that they're having keep up with the bad actors and she said quote we are FBI is in a data crisis yes and she pointed out all the bad things that happened in Vegas the Boston Marathon bombing and the time it took to put the puzzle pieces together was so long and Amazon shrinks that down if post-event that's hard imagine what the DoD is to do in real time so this is pointing to a new model it's a new era and on that well and we you know one of the themes was tech4good and if you look at the FBI example it's a perfect example of s helping them move faster to do their mission and if they continue to do what they've always done which is use old technologies that don't scale buying things that they may never use or being able to test and try quickly and effectively test Belfast recover and then use this data an FBI I will tell you it is brilliant how they're the name of this program sandcastle one Evan that they've used to actually do all this data and Linux and she talked about time to mission time to catch the bad guys time to share that analysis and data with other groups so that they could quickly disseminate and get to the heart of the matter and not sit there and say weight on it weight on this bad guy while we go over here and change time to value completely being that Amazon is on whether it's commercial or government I talk about values great you guys could have a short term opportunity to nail all these workloads but in the Amazon fashion there's always a wild card no I was so excited Dave and I interviewed Lockheed Martin yesterday yeah and this whole ground station thing is so cool because it's kind of like a Christopher Columbus moment yeah because the world isn't flat doesn't have an edge no it's wrong that lights can power everything there's spaces involved there's space company yes space force right around the corner yep you're in DC what's the excitement around all this what's going on we surprised a lot of with that announcement Lockheed Martin and DigitalGlobe we even had DigitalGlobe in with Andy when we talked about AWS ground station and Lockheed Martin verge and the benefit of this is two amazing companies coming together a tub yes that knows cloud analytics air storage and now we're taking a really hard problem with satellites and making it almost as a service as well as Lockheed doing their cube stats and making sure that there is analysis of every satellite that moves that all points in time with net with no disruption we're going to bring that all together for our customers for a mission that is so critical at every level of government research commercial entities and it's going to help them move fast and that is the key move very fast every mission leader you talk to you that has these kind of predators will say we have to move faster and that's our goal bringing commercial best practices I know you got a run we got less than a minute left but I want you to do a quick plug in for the work you're doing around the space in general you had a special breakout ibrehem yours public sector summit not going on in the space area that your involvement give it quick yeah so we will have it again this year winner first ever at the day before our public sector summit we had an Earth and space day and where we really brought together all these thought leaders on how do we take advantage of that commercial cloud services that are out there to help both this programs research Observatory in any way shape app data sets it went great we worked with NASA while we were here we actually had a little control center with that time so strip from NASA JPL where we literally sat and watched the Mars landing Mars insight which we were part of and so was Lockheed Martin and so his visual globe so that was a lot of fun so you'll see us continue to really expand our efforts in the satellite and space arena around the world with these partnership well you're super cool and relevant space is cool you're doing great relevant work with Amazon I wish we had more time to talk about all the mentoring you're doing with women you're doing tech4good so many great things going on I need to get you guys and all my public sector summits in 2019 we're going to have eight of them around the world and it was so fantastic having the Cuban Baja rain this year I mean it was really busy there and I think we got to see the level of innovation that's shaping up around the world with our customers well thanks to the leadership that you have in the Amazon as a company in the industry is changing the cube will be global and we might see cube regions soon if Lockheed Martin could do it the cube could be there and they have cube sets yes thank you for coming on theresa carlson making it happen really changing the game and raising the bar in public sector globally with cloud congratulations great to have you on the cube as always more cube covers Andy Jasmine coming up later in the program statements for day three coverage after this short break [Music]
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Jason Maynard & Jim McGeever, NetSuite | CUBEConversation, April 2018
(intense orchestral music) >> Hello everybody welcome to theCUBE, special announcement here, exclusive coverage. Covering Oracle NetSuite SuiteWorld with some special news, we're here with Jason Maynard, Sr. Vice President of Marketing and Strategy at Oracle NetSuite, and Jim McGeever, EVP, Second to Vice President at Oracle NetSuite. Thanks For joining this special CUBE coverage. >> Thanks... - Thank you. >> Great to be here. So we've got some exclusive news around SuiteWorld going on, so let's get down and dirty, so you got four major announcements goin' on: Oracle NetSuite global, vertical IntelligenceSuite, and new SuiteCommerce, let's get into the hard news. What's the big story around the news? >> The big story is we're going global, and in a big way, it's one of the big advantages of the Oracle acquisition, we could never have afforded to go to as many countries as fast as we can, and now with Oracle, we'll really be able to go really fast. And as a result, we're building a lot of new international features. So 2018, we've really turned the developmentship to build out deep localizations for most of the major economies around the world. >> NetSuite's had a great track record, obviously everyone kind of has well documented history, obviously now with Oracle. What's the stride look like, what's, what're you guys, you guys are hitting a stride. What's is look like, what's different about it, if anything, what's the big highlight here at SuiteWorld? >> Well, we've really put the foot on the gas petal, so we're actually growing much faster now than we were when we were independent. And a lot of it is due to the international growth, I mean, for example in China, China we didn't have a market presence, it's now our fourth biggest market after only a year. And that's just starting, it's amazing how fast that it's grown. >> Talk about the international global piece, because global has become kind of like a, a whitewash term for some, but it's hard to do. Especially China you mentioned that one, so you have China, and then the rest of international. There are issues with Cloud, you've got regions, you've got data privacy, obviously GDPR's on the horizon, and it's got some teeth to it I would argue, relatively, you know, sharp in some areas, not in others, but it's a challenging dynamic, but the upside is it's a very lucrative opportunity. What's different about international now, then say just five-six years ago? >> Oh, there's two major differences. So one is the data privacy rules, GDPR, I mean that's just amazing how, what an impact that has on businesses, and also the data residency rules. So we're having to build our data centers around the globe, which we never would've had to do before. Now this is, thankfully we have a company that has data centers around the world, so it's becoming a lot cheaper and easier for us to do that. But that's really tough for a business to be able to do that themselves. >> So, you know, the theme I want to get out there is, is that, you know people want to do more with less, that's a classic consolidation message. There's some consolidation going on, when you look at Cloud, how people are trying to figure out Cloud on premise in the, in Cloud. But it's not a consolidation market, it's a massive growth market. Jason what does more mean? I mean people want more, they might have to do with less, but there's an upside, growth component. How are you guys talking with that one challenge? Cuz there's challenges, and there's opportunities at the same time. >> You know, it's an interesting time, I think a lot of folks say it's easier than ever to start a business. But the flip side is, is it's harder than ever to actually scale and grow. So when we're out talking to our customers, and were getting, you know, into what they're trying to solve. The biggest issue they have, is how do I overcome this issue of breaking these barriers of growth. So, it could be going global, It could be doing more with less, right? How do I automate my business so I can reinvest into things that are going to make me more successful? Like acquiring new customers. Those are the type of challenges that we see out there, it's more with less, get me to where I need to be, and frankly, stop doing the things that are sort of counterproductive and inefficient, and really drive, top lane. >> I think that's one nuance that's missed a lot in the analysis is that, it's not so much more with less, it's more efficiency with Cloud, you get more leverage than software. That's always been the case with software economics. How does that translate to the business strategy for you guys as you guys go global? Talk about some of news around the, the verticals, vertical integration, cuz that's going to be a big part of it, with either the developer community and/or your partner ecosystems. >> Sure, so what we're seeing is, if you look at our product, what people use. When we looked at our customer base, customers who are international, customers who use vertical features grow much faster than customers who are single domestic. So we looked across the board, and so what we're really focused on is how we can help those companies grow even faster. So how do you go international quicker? But every business is not a generic business, so they all have these vertical features, some have inventory, some have projects. So what they really need is features that can help them execute their business better. So we go deep by vertical, and in fact, our whole company is organized vertically, our sales teams, our development teams, and so when we go to market we go vertically, and so we're doing some really cool stuff. Especially in the product-based area, uh, that's the new supply tower control center, which really helps enable people to get product to their customers on time. >> Well I'd like to get both of you to weigh in on the hard question, right? Bringin' the heat now. >> Jim: Okay. >> Jason: Alright. >> Everyone wants to know, okay, what's it like with Oracle? Is that helping you, is it hurting you? Oracle has a reputation, they're moving to the Cloud very quickly, but again they're an incumbent, okay in the old, in the Cloud way. So, you know hards pers putting up some numbers, you can talk to folks at amazon like whoa, you know, they're Oracle. So there's a lot of uncertainty around who's going to be the modern player. So the question is: How are you guys, working in that environment? Obviously Oracles numbers are up, they're moving to the Cloud model, they're stats are flying, at a pace that, they're moving as fast as they can. But you guys have always had a different perspective. How is the NetSuite/Oracle relationship working, and how do you talk to customers about that? >> Sure. So we're, they've run us really independently, so we're a global business unit inside of Oracle. So all sales, development, marketing, product, all report up through me, Evan, and Jason, and we report into the CEO of Oracle. So we're really run purely independently. The only other thing I'll add, so really not that much has changed, other than we get to leverage a lot of their global scale, and as Mark Hurd says, and try to avoid the negatives of the scale. But they are all in on Cloud, this is, when you're in a meeting with the senior leadership at Oracle, it's not a fake thing, it's a not a, a marketing message they truly believe at their core, that in the Cloud, or that everything's moving to the Cloud. So there's, we get the same incentives to sell to an Oracle owned premise customer as we do to an SAP owned premise customer. >> Jason to add to that, I want to get your perspective. We were talking before we came on around, the scale piece, that Jim just mentioned. Talk about the profile of the kind of customers that you guys have here as SuiteWorld. Is the profile of your customer changing? Take a minute to explain who is the NetSuite customer, cuz the global thing is interesting, if you're growing, soon to be multi-national, or you're already multi-national company, this matters. So, and then the scale matters as well, so, what is the profile of the customer, how does that help, how does that weave into the Oracle scale? >> So we have over 40 thousand organizations globally running NetSuite. It's a pretty interesting mix. Obviously a lot of small/mid-sized companies, and we have a few, you know, a good decent percentage of our base are multi-billion dollar companies. We see an interesting, I think, dynamic, which is: the most successful NetSuite customers, are the ones that have gone global. They grow faster like Jim said, than the domestic only. I think the one other hallmark that I would point out to the NetSuite customer, the customer base. You see sort of an innovative group of entrepreneurs. So we see all sorts of great stories with the customers, you know, in Jim's keynote, Kara Goldin, the founder of Hint, right? She started off with a mission to stop folks from drinking soda water and drink actual water. Started with, you know, 10 years ago, and is now on an amazing trajectory. So we find-- >> John: You guys get a lot of growth companies. >> Yeah, we get a lot of the growers, we get a lot of the, really kind of the entrepreneurs who start small with us, and then scale with us, all the way to becoming a multi-billion dollar company. >> And this is where the international piece matters, right? >> Oh yeah. >> So let's talk about that and then we'll move onto the the next set of news. So if I'm a growing company, and we're expanding crazy, I care about localization, I care about data in regions, certainly Cloud, as you mentioned Oracle's really serious about what they are, they care about regions, this is an issue. So talk about the benefits of me, a growing company, how do I take advantage of localization, what do you guys offer, what's the playbook? (laughing) >> It's, we just make it easy. I mean, our whole focus is: if you're a business, it's hard enough to go international, and figure out your value proposition, and what makes you unique and what makes you differentiated, the last thing you need to be worried about are your IT systems, and spending your time on infrastructure, and selling it all up. So our kind of job is, we'll just take care of that, if you want to go to Germany, you will literally flip a switch inside the system, and you have a German enabled application. >> And what's the alternative, if I don't go with you guys? >> You have to go find someone in Germany, to go buy an application, install it, then you implement it, then you integrate it. I mean that's a multi-month, if not year process. >> John: And expensive. >> Very expensive-- >> You've got to find people, you got to know the nuances, the local issues. (laughing) >> Right. And so you've got to learn all that. We come fully localized, and we don't do it just in a way that is, it's a starting point. We have all the German tax forms built-in to the system, when you log onto NetSuite and once you flip this switch, you go to page, all the German tax forms are there, and we will automatically fill them out for you. >> Jason, I want to get your perspective, because local marketing is a big deal. You guys are in hundreds of countries, I know that from, from doing the research and watching you guys grow. But where do you have actual presence and where does presence matter, can you just highlight, the NetSuite, cuz I think this is going to where, people going to want to know, okay, there's hundreds of countries out there, but where are you, where's the core going to be? >> So it's an interesting point because it's, I think it's not just about product, right? It's not just about having a product that's localized for a specific country, it's about having everything else, right? It's having, making sure the support is in the local language, it's making sure that we have people who speak the language, making sure we have facilities, sales, service people, having a localized data center-- >> John: You guys are committed to that. >> We are 100% committed, this is, you know you asked the question earlier about what, what has been the benefit of Oracle? I don't think, as a standalone company, we'd have been able to pull off what we're pulling off and announcing this week. Without the backing of, and the Oracle resources, because the have the global reach, that we can easily tap into. So when we do local now, we're doing it with everything that a customer needs to be successful. >> Okay, so the next set it is, I want to dive into the hard news is the, new SuiteCommerce kind of vibe, sweet success for SuiteCommerce. It's a new e-commerce solution that gives customers the freedom to grow and evolve their digital commerce business. So this is basically commerce, you're talking about like, doing business. What is this news about, gives us the quick summary, and let's discuss. So our previous commerce product was actually very advanced, we actually started at the top first. We enabled you to touch every pixel on the page, customizing in any way, shape, or form you wanted. What we've done with SuiteCommerce is now we've taken it, and came out with an entirely pre-packaged, pre-built websites. So you can be up and running, with a very complex, fully featured website, in 30 days or less. And it's point and click choose, and this is not going to a basic colors and theme choices, we have complex features that enable you to run your business. So you can come to us, and we will have you running, with commerce enabled, integrated with your back office, with less, in 30 days. >> Jason, I can see two use-cases for this, one is, you know, I need turnkey guys, here's the keys to the kingdom, build it for me, I'll give you all my raw materials, we're up and running, you know, classic turnkey. Then there's the more of the dev ops Cloud model, which is, hey I need access to APIs, I have my own development team. Okay, how do you talk to both those guys, and there's also hybrids in the intersection of both those. So there's two modes of use-cases, how do you guys address the developer? It's interesting, I think the way we look at it is, we can be the first system you buy, and we can also be the last system you'd ever buy, right? And that's that freedom to grow and evolve. So, you may want to start out with us because you're an emerging retailer, and you're launching just in the US. But as you evolve to six more countries in a year and a half because you've got the hit product or you're selling, and you want to start to then expand your sophistication, then we can migrate you to some of the more advanced capabilities, but. What we're delivering today is that ability to have a packaged, out of the Cloud, easier to use, on ramp, to get the value of of NetSuite. >> And the horizontally scalable Cloud is obviously, with developers like, what's the developer story here? Can you guys share the developer perspective for your customer, if I have a team of developers? >> So we use the exact same technology, so SuiteCommerce and SuiteCommerce advanced is the exact same technology. One, we've been the developer, and pre-packaged it, and delivered it to the customer. But if you start with that, you can instantly switch over, and take over the development yourself. So either stay with us, we'll work with you, we'll develop it. Or you can just take that as a starting point and develop it going forward. >> John: Awesome. >> Literally, I think something is 75-80% of our customers, literally customize NetSuite in some shape or form, so you can imagine-- >> John: So you guys are totally open to let developers completely develop them. >> Yeah, there's a platform as a service offering, inside of NetSuite, which is something, that as customers evolve and grow they tend to consume and use more of those platforming features. >> So one of the things I'm reading here in the news, that I want to dive into, that I like. You know I like... (stammering) I like new things. So the latest edition you guys are doing have this concept of micro verticals, that span a variety of industry. So that means data potentially could fly around, certainly. In cyber security we were covering at RSA just recently, the role of data sharing is huge, you obviously got the other end on the policy side of, you know the data protection. So you can't have, you got to have a combination of data sharing to make machine learning, and make, you know, some of these new AI capabilities work. At the same time, you got to have policies around that. But these micro verticals will have to operate in a new way. So, what does a micro vertical mean, and how are you helping customers saying you know, I played a little bit of media, I play a little bit in financial, you know have a lot of different requirements that may cross verticals. How do you guys handle that? >> Well we started off with industries, so we used to think of wholesale distribution as a whole series of vertical features, you need a warehouse, you need all the management, there's all these things that you needed in order to make that work. And now we're going into verticals within that, such as food and beverage, or health and beauty. Then we get down food and beverage, now you have cold storage, so that's where we get to the micro vertical level, and the requirements there are actually quite different than you may get from a generic health and beauty vertical. So what we build are those micro vertical features, to enable this business. >> So you guys drill down into the verticals and segment them down, and, rather than some general purpose solution that's, you know, tryin' to hit, so there's some requirements changes. >> And all the regulatory and compliance requirements that go with those micro verticals, those are engineered as part of the process. >> And what's the impact of the customers, talk about the customer impact, what's the benefit for them? They get better product, they're happier, they get it quicker, and they get it cheaper. So it's kind of the more we do, and the less you do, the happier the customer is going to be. >> Alright philosophical question now, this is really what customers want, they want to have, they want to feel like it's a personal experience customized for their business. How do you make that work in this new Cloud world, what's the secret sauce that you guys bring to the table to make customers get the flexibility, the agility, obviously the scale of Oracle helps, on the foundational level. But as you guys roll out the NetSuites next generation customer environment, what's the secret? >> Well we've always had a platform, a deep platform, and so people have always customized our product. So we're using the exact same customization technologies to deliver these micro verticals that customers and developers have been able to do for years so it's just about leveraging what everyone can do to make it a better solution for those customers. >> Final question now, I mentioned machine learning and AI before, so the IntelligenceSuite is news here. Let's get into that. If you're not doing AI you're not relevant these days, everyone's throwing AI around like it's like at, oh we're AI-ing this so it's machine learning. But this is real, I mean software has to drive efficiencies. There's scale involved in software. Machine learning and artificial intelligence is a great path to operationalize, and automate, and create insights. So what is IntelligenceSuite about, can you share the news there? >> Sure, so we're not building a generic AI tool, Oracle's got a massive investment in that, and I'm sure at some point we'll leverage it. We're actually looking at very specific use-cases within our application, that customers can use right now. And so we're actually taking solutions such as: what is the quickest way to get your inventory to your customer, and using some machine learning to help actually route, and pick the right inventory items, and the right location to get the quickest delivery time to your customer. So we're taking very specific use-cases, and we're building that intelligence in, around that. We're not coming out with a generic AI tool that will, solve all potential questions, answer all potential questions even if you don't know what the questions are, that will come a little bit later. But right now, this is really-- So you guys are taking the low-hanging fruit, drilling down in known use-cases for your customers, and bringing that kind of automation to the table? I think, we basically take the attitude of, machines and humans together are generally a better answer than either by themselves. So we'll give you all the choices, and give you the recommendations, and let you pick the way you want to go. >> Jason how do you market that to a customer? Cuz this is really, I think, a big point. Humans and machines clearly are involved, you look at all the success of machine learning. This is now becoming known, you look at Facebook in front of the United States lawmakers, you know, they don't even know how Facebook works so, you know, you've got an enterprise, they're learning about data, they want real answers and they need to have it digged out for them. >> Jason: I think AI and machine learning could perhaps be, you know, the new planking, the most overused, over-hyped, you know, thing out there right now, and every vendor has to come up with a, like a sort of a perceived AI strategy, so I think it's overwhelming for a lot of customers. Because at the end of the day, these customers are trying to figure out how do I solve really specific problems. They don't have AI problems, they have tangible business problems. And so we took this approach to build this from scratch, inside of NetSuite, we didn't acquire, you know, some random startup, and try and plug and graph that onto NetSuite, we built it with the same though process, around how do we solve that problem, make it more efficient, so. Our conversations with our customers are not about technology, they're about, hey how do we get you, you know, better turns on your inventory, how do we solve a specific business problem, and that resonates, that makes it a lot easier, cuz that's what they know. >> Yeah, there's a shiny new toy, kind of thing, hey look it we got some new tools, and there's a place for that kind of, from a developers standpoint I can see it being a great sandbox. But you guys are taking a different approach, add known customer problems, that you can automate away and create insights, is that right? >> That's it. >> Yeah, absolutely. >> To wrap up, I want to get the thoughts of SuiteWorld, what's going on here, what's the main conversations, what're you guys promoting, what's the message, what's some of the conversations, and what's next for NetSuite? >> You know the biggest conversation is customers talking to each other about how they grow and scale their business. And so we try and create an environment at SuiteWorld where these customers can learn from each other, they can talk to each other. Obviously we share our insights and perspectives, but it's really about them, and how they figure out, and really learn from other experiences to solve what they're trying to accomplish. >> Jim top level message to customers, next 10 years, what's the NetSuite 20 mile stair look like for you guys? >> You know the great thing about NetSuite, we've been around almost 20 years, we've been on the same mission, the same product, and we look at the confusion that's out there in the marketplace. I think people feel very grateful that we're on the path and we know where we're going, and we're delivering them real value, real deliverables, and we're not forcing them to change their business. We change for them, not the other way round. >> From a tech perspective, tech enablement, and outcome perspective, what's the main themes of the show this year. >> It's mostly about or international rollout, our new commerce products, our vertical features, our micro vertical features, and our intelligence assistance. >> Cloud, IOT, AI, software all powerin' this, guys thanks so much for the insight. Exclusive news coverage here on Oracle NetSuite SuiteWorld, big announcements here, this is theCUBE, thanks for watching. (intense orchestral music)
SUMMARY :
EVP, Second to Vice President at Oracle NetSuite. so you got four major announcements goin' on: to go to as many countries as fast as we can, What's the stride look like, what's, what're you guys, And a lot of it is due to the international growth, and it's got some teeth to it I would argue, and also the data residency rules. So, you know, the theme I want to get out there is, and were getting, you know, for you guys as you guys go global? So how do you go international quicker? Well I'd like to get both of you to weigh in and how do you talk to customers about that? that in the Cloud, or that everything's moving to the Cloud. that you guys have here as SuiteWorld. and we have a few, you know, Yeah, we get a lot of the growers, what do you guys offer, what's the playbook? and what makes you unique and what makes you differentiated, then you implement it, then you integrate it. You've got to find people, you got to know the nuances, We have all the German tax forms built-in to the system, from doing the research and watching you guys grow. you know you asked the question earlier about what, and we will have you running, with commerce enabled, and you want to start to then expand your sophistication, But if you start with that, you can instantly switch over, John: So you guys are totally open to let they tend to consume and use more So the latest edition you guys are doing and the requirements there are actually quite different So you guys drill down into the verticals And all the regulatory and compliance requirements So it's kind of the more we do, and the less you do, what's the secret sauce that you guys bring to the table and so people have always customized our product. can you share the news there? and let you pick the way you want to go. Jason how do you market that to a customer? the most overused, over-hyped, you know, But you guys are taking a different approach, And so we try and create an environment at SuiteWorld and we look at the confusion and outcome perspective, and our intelligence assistance. guys thanks so much for the insight.
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Rachel Faber Tobac, Course Hero, Grace Hopper Celebration of Women in Computing 2017
>> Announcer: Live from Orlando, Florida. It's the CUBE. Covering Grace Hopper Celebration of Women in Computing. Brought to you by Silicon Angle Media. >> Welcome back everybody. Jeff Frick here with the Cube. We are winding down day three of the Grace Hopper Celebration of Women in Computing in Orlando. It's 18,000, mainly women, a couple of us men hangin' out. It's been a phenomenal event again. It always amazes me to run into first timers that have never been to the Grace Hopper event. It's a must do if you're in this business and I strongly encourage you to sign up quickly 'cause I think it sells out in about 15 minutes, like a good rock concert. But we're excited to have our next guest. She's Rachel Faber Tobac, UX Research at Course Hero. Rachel, great to see you. >> Thank you so much for having me on. >> Absolutely. So, Course Hero. Give people kind of an overview of what Course Hero is all about. >> Yup. So we are an online learning platform and we help about 200 million students and educators master their classes every year. So we have all the notes, >> 200 million. >> Yes, 200 million! We have all the notes, study guides, resources, anything a student would need to succeed in their classes. And then anything an educator would need to prepare for their classes or connect with their students. >> And what ages of students? What kind of grades? >> They're usually in college, but sometimes we help high schoolers, like AP students. >> Okay. >> Yeah. >> But that's not why you're here. You want to talk about hacking. So you are, what you call a "white hat hacker". >> White hat. >> So for people that aren't familiar with the white hat, >> Yeah. >> We all know about the black hat conference. What is a white hat hacker. >> So a "white hat hacker" is somebody >> Sounds hard to say three times fast. >> I know, it's a tongue twister. A white hat hacker is somebody who is a hacker, but they're doing it to help people. They're trying to make sure that information is kept safer rather than kind of letting it all out on the internet. >> Right, right. Like the old secret shoppers that we used to have back in the pre-internet days. >> Exactly. Exactly. >> So how did you get into that? >> It's a very non-linear story. Are you ready for it? >> Yeah. >> So I started my career as a special education teacher. And I was working with students with special needs. And I wanted to help more people. So, I ended up joining Course Hero. And I was able to help more people at scale, which was awesome. But I was interested in kind of more of the technical side, but I wasn't technical. So my husband went to Defcon. 'cause he's a cyber security researcher. And he calls me at Defcon about three years ago, and he's like, Rach, you have to get over here. I'm like, I'm not really technical. It's all going to go over my head. Why would I come? He's like, you know how you always call companies to try and get our bills lowered? Like calling Comcast. Well they have this competition where they put people in a glass booth and they try and have them do that, but it's hacking companies. You have to get over here and try it. So I bought a ticket to Vegas that night and I ended up doing the white hat hacker competition called The Social Engineering Capture the Flag and I ended up winning second, twice in a row as a newb. So, insane. >> So you're hacking, if I get this right, not via kind of hardcore command line assault. You're using other tools. So like, what are some of the tools that are vulnerabilities that people would never think about. >> So the biggest tool that I use is actually Instagram, which is really scary. 60% of the information that I need to hack a company, I find on Instagram via geolocation. So people are taking pictures of their computers, their work stations. I can get their browser, their version information and then I can help infiltrate that company by calling them over the phone. It's called vishing. So I'll call them and try and get them to go to a malicious link over the phone and if I can do that, I can own their company, by kind of presenting as an insider and getting in that way. (chuckling) It's terrifying. >> So we know phishing right? I keep wanting to get the million dollars from the guy in Africa that keeps offering it to me. >> (snickers) Right. >> I don't whether to bite on that or. >> Don't click the link. >> Don't click the link. >> No. >> But that interesting. So people taking selfies in the office and you can just get a piece of the browser data and the background of that information. >> Yep. >> And that gives you what you need to do. >> Yeah, so I'll find a phone number from somebody. Maybe they take a picture of their business card, right? I'll call that number. Test it to see if it works. And then if it does, I'll call them in that glass booth in front of 400 people and attempt to get them to go to malicious links over the phone to own their company or I can try and get more information about their work station, so we could, quote unquote, tailor an exploit for their software. >> Right. Right. >> We're not actually doing this, right? We're white hat hackers. >> Right. >> If we were the bad guys. >> You'd try to expose the vulnerability. >> Right. The risk. >> And what is your best ruse to get 'em to. Who are you representing yourself as? >> Yeah, so. The representation thing is called pre-texting. It's who you're pretending to be. If you've ever watched like, Catch Me If You Can. >> Right. Right. >> With Frank Abagnale Jr. So for me, the thing that works the best are low status pretext. So as a woman, I would kind of use what we understand about society to kind of exploit that. So you know, right now if I'm a woman and I call you and I'm like, I don't know how to trouble shoot your website. I'm so confused. I have to give a talk, it's in five minutes. Can you just try my link and see if it works on your end? (chuckling) >> You know? Right? You know, you believe that. >> That's brutal. >> Because there's things about our society that help you understand and believe what I'm trying to say. >> Right, right. >> Right? >> That's crazy and so. >> Yeah. >> Do you get, do you make money white hacking for companies? >> So. >> Do they pay you to do this or? Or is it like, part of the service or? >> It didn't start that way. >> Right. >> I started off just doing the Social Engineering Capture the Flag, the SECTF at Defcon. And I've done that two years in a row, but recently, my husband, Evan and I, co-founded a company, Social Proof Security. So we work with companies to train them about how social media can impact them from a social engineering risk perspective. >> Right. >> And so we can come in and help them and train them and understand, you know, via a webinar, 10 minute talk or we can do a deep dive and have them actually step into the shoes of a hacker and try it out themselves. >> Well I just thought the only danger was they know I'm here so they're going to go steal my bike out of my house, 'cause that's on the West Coast. I'm just curious and you may not have a perspective. >> Yeah. >> 'Cause you have niche that you execute, but between say, you know kind of what you're doing, social engineering. >> Yeah. >> You know, front door. >> God, on the telephone. Versus kind of more traditional phishing, you know, please click here. Million dollars if you'll click here versus, you know, what I would think was more hardcore command line. People are really goin' in. I mean do you have any sense for what kind of the distribution of that is, in terms of what people are going after? >> Right, we don't know exactly because usually that information's pretty confidential, >> Sure. when a hack happens. But we guess that about 90% of infiltrations start with either a phishing email or a vishing call. So they're trying to gain information so they can tailor their exploits for your specific machine. And then they'll go in and they'll do that like actual, you know, >> Right. >> technical hacking. >> Right. >> But, I mean, if I'm vishing you right and I'm talking to you over the phone and I get you to go to a malicious link, I can just kind of bypass every security protocol you've set up. I don't even a technical hacker, right? I just got into your computer because. >> 'Cause you're in 'Cause I'm in now, yup. >> I had the other kind of low profile way and I used to hear is, you know, you go after the person that's doin' the company picnic. You know Wordpress site. >> Yes. >> That's not thinking that that's an entry point in. You know, kind of these less obvious access points. >> Right. That's something that I talk about a lot actually is sometimes we go after mundane information. Something like, what pest service provider you use? Or what janitorial service you use? We're not even going to look for like, software on your machine. We might start with a softer target. So if I know what pest extermination provider you use, I can look them up on LinkedIn. See if they've tagged themselves in pictures in your office and now I can understand how do they work with you, what do their visitor badges look like. And then emulate all of that for an onsite attack. Something like, you know, really soft, right? >> So you're sitting in the key note, right? >> Yeah. >> Fei-Fei Li is talking about computer visualization learning. >> Right. >> And you know, Google running kagillions of pictures through an AI tool to be able to recognize the puppy from the blueberry muffin. >> Right. >> Um, I mean, that just represents ridiculous exploitation opportunity at scale. Even you know, >> Yeah. >> You kind of hackin' around the Instagram account, can't even begin to touch, as you said, your other thing. >> Right. >> You did and then you did it at scale. Now the same opportunity here. Both for bad and for good. >> I'm sure AI is going to impact social engineering pretty extremely in the future here. Hopefully they're protecting that data. >> Okay so, give a little plug so they'll look you up and get some more information. But what are just some of the really easy, basic steps that you find people just miss, that should just be, they should not be missing. From these basic things. >> The first thing is that if they want to take a picture at work, like a #TBT, right? It's their third year anniversary at their company. >> Right. Right. >> Step away from your work station. You don't need to take that picture in front of your computer. Because if you do, I'm going to see that little bottom line at the bottom and I'm going to see exactly the browser version, OS and everything like that. Now I'm able to exploit you with that information. So step away when you take your pictures. And if you do happen to take a picture on your computer. I know you're looking at computer nervously. >> I know, I'm like, don't turn my computer on to the cameras. >> Don't look at it! >> You're scarin' me Rachel. >> If you do take a picture of that. Then you don't want let someone authenticate with that information. So let's say I'm calling you and I'm like, hey, I'm with Google Chrome. I know that you use Google Chrome for your service provider. Has your network been slow recently? Everyone's network's been slow recently, right? >> Right. Right. >> So of course you're going to say yes. Don't let someone authenticate with that info. Think to yourself. Oh wait, I posted a picture of my work station recently. I'm not going to let them authenticate and I'm going to hang up. >> Interesting. All right Rachel. Well, I think the opportunity in learning is one thing. The opportunity in this other field is infinite. >> Yeah. >> So thanks for sharing a couple of tips. >> Yes. >> And um. >> Thank you for having me. >> Hopefully we'll keep you on the good side. We won't let you go to the dark side. >> I won't. I promise. >> All right. >> Rachel Faber Tobac and I'm Jeff Frick. You're watchin the Cube from Grace Hopper Celebration Women in Computing. Thanks for watching. (techno music)
SUMMARY :
Brought to you by Silicon Angle Media. and I strongly encourage you to sign up quickly Give people kind of an overview of what Course Hero So we have all the notes, to prepare for their classes or connect with their students. but sometimes we help high schoolers, So you are, We all know about the black hat conference. but they're doing it to help people. Like the old secret shoppers that we used to have Exactly. Are you ready for it? and he's like, Rach, you have to get over here. So like, what are some of the tools that 60% of the information that I need to hack a company, from the guy in Africa that keeps offering it to me. and you can just get a piece of the browser data in front of 400 people and attempt to get them Right. We're white hat hackers. Right. Who are you representing yourself as? It's who you're pretending to be. Right. So you know, You know, you believe that. that help you understand and believe what I'm trying to say. So we work with companies to train them and understand, you know, via a webinar, 10 minute talk I'm just curious and you may not have a perspective. but between say, you know kind of what you're doing, I mean do you have any sense like actual, you know, and I'm talking to you over the phone 'Cause I'm in now, yup. you know, you go after the person You know, kind of these less obvious access points. So if I know what pest extermination provider you use, Fei-Fei Li is talking And you know, Google running kagillions of pictures Even you know, can't even begin to touch, as you said, You did and then you did it at scale. I'm sure AI is going to impact social engineering basic steps that you find people just miss, to take a picture at work, Right. So step away when you take your pictures. I know, I'm like, I know that you use Google Chrome for your service provider. Right. and I'm going to hang up. The opportunity in this other field is infinite. We won't let you go to the dark side. I won't. Rachel Faber Tobac and I'm Jeff Frick.
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Scott Raney, Redpoint Ventures - Google Next 2017 - #GoogleNext17 - #theCUBE
(light music) You are Cube alumni. You are Cube alumni. (light music) >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) You are Cube alumni. (light music) >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. 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(light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) You are Cube alumni. You are Cube alumni. (light music) >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. 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You are Cube alumni. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) >> Today as a country, as a universe. >> Narrator: Congratulations, Reggie Jackson. You are Cube alumni. (light music) (light music) >> Narrator: Live from the Silicon Valley, It's the Cube. Covering Google Cloud Next 17. >> Hello and welcome to the Cube special coverage of Google Next 2017. This is the Cube's two days of live coverage here in Palo Alto studio. We have reporters and analysts on the ground. We have all the Wikibon analysts in San Francisco. Have been up there since Monday for the Google analyst summit. As well as reporters at the keynote. We're going to be going live to folks on the ground for a reaction and commentary from the keynotes. As well as all the big break outs and news coverage. Again, two days of live coverage and we want to put a shout out to Intel for their sponsorship and allowing us to do the two days of in depth coverage. Really breaking down the Cloud. And really talking about this new mega trend around Cloud service providers where it's a multi-cloud game, which is pretty clear that's happening. And then the SaaSification of the world with AI machine learning. Really changing the game on infrastructure, software development. This is the digital transformation. This is the May trend. And here to help kick off our two days of coverage is venture capitalist, Scott Raney, who's a partner at Redpoint Ventures, who has a lot of history in network software SaaS. Scott, thanks for joining us on the kickoff here. >> My pleasure. >> For our coverage. Yeah, the big story I on Google News is obviously Diane Green, great executive. She gets a lot of criticism for her presentation. Some people were saying it's a little bit sleepy, but she's got a folksy kind of, I call it the Berkeley kind of vibe, but she's super smart. She's a very cool person. But she came in from VMWare, which has a lot of chops in the enterprise so it's no surprise that Google Cloud is now marching heavily towards the enterprise. They have all the window dressing. You're seeing the all the check boxes next to the sales and marketing, some of the things that they're doing. But the end of the day, it's an AI machine learning at the center of all this. Where data and a new cloud developer or new developer market has been emerging very fast. They call it cloud native. You're investing in this space. Give me your thoughts on this because you guys have to look at the 20 mile stare down the road. Look at kind of that five year horizon or plus for investments whether it's early stage or what not, but you guys have done a lot with startups that have been successful. Twilio went public that you're on the board of. You have a lot of investments in there that are doing very, very well. The developers, the opportunities, what's your take as an investor writing big checks. >> Yeah, well I think Google is a really interesting way to start this conversation. Not just the Google Cloud platform, but Google as an entity. I think Google is frankly been defining about 10 years ahead of where enterprises are in terms of how they're thinking about building and deploying applications. And so, if you look at Google, the work they've done to actually support their internal efforts, these guys then create white papers, the white papers are then disseminated, and then a whole set of industries get kicked off around those. So obviously one of the great examples of that is what happen around Hadoop and that wave. I think what we're in the process of seeing right now is a whole series of innovations that are being developed around more kind of cloud native technologies. I think Kubernetes is a great example, which is really the outgrowth of work that Google had done around Borg. And so we spend a lot of time thinking about the work that Google's, the things that Google is working on now. Recognizing that's the future of enterprise computing. Obviously, it takes a while to get there. But, there have been massive industries you can create from that. >> And it's transformative too. Again, I mentioned Twillio. They went public. Great service. We saw Snap go public. They're now running on Google Cloud and some on AWS. There's game changing opportunities out there that are going to come out of these unique perspectives that developers and entrepreneurs might have. And say hey I'm going to innovate on camera technology. That becomes Snap, which becomes kind of a unique, weird app and then to a main stream. This is not a one off. I mean there's a lot happening around creative, young entrepreneurs and old, some guys our age. But either way, it's not just apps. It's transformation at the network level. All the way up to the top of the stack. >> Yeah. >> What are the trends around that? I mean because machine learning is obviously hot. What are you hearing for pitches? What's coming through your door? What are you looking at? You guys see a lot of deals. What's the trends that are coming out of there? >> Well, every pitch we see has machine learning in it. Every company has become an AI company at some level. So that's clearly a big trend. I think for us the way that we look at it in terms of investments is we're recognizing that the algorithms are really becoming commoditized in some level. And Google, with TensorFlow, is actually helping make that happen. As we just talked about, they're democratizing machine learning at some level. The key there is data. And so, when we look at these companies, we're looking for companies that have a unique, proprietary access to data that they can apply those algorithms to, deliver insight. I think one of the more interesting areas or applications around that we're seeing is in the SaaS space. Kind of upper level at the cloud space, how it's really not enough now to build a SaaS application that just automates a business process. What you have to do is deliver insights. You have to help make the people that are using these applications better at there job at some level and the way to do that is through things like machine learning. >> What's interesting, Peter Burris, who's one of our heads of research for Wikibon pointed out, last week when we we're covering Mobile World Congress, he goes it's interesting, you know years ago, when I was breaking into the business in the late 80s, early 90s, it was known processes, unknown technology, and those were automated. Now you have known technology and unknown processes. So getting those insights to get that discovery could really disrupt existing incumbents, big players. So someone can innovate, say hey, I'm going to innovate on a new process that's emerging. This seems to be the big trend that's going on and again the software model is changing. So how do you guys see entrepreneurs looking at the AI and are they that focused on that? Or do they see that? I mean what are the key areas? Do they actually say hey, I'm going to disrupt this marketplace with this one feature? We always hear the MVP or pick something and do it great. What are some of the things that you've seen? >> We're really seeing two things in the AI and ML space. We're seeing one is the general kind of platform play. People that are trying to actually offer machine learning to developers in some way, shape or form. And the reality is I think those are very difficult businesses to build. I think Google Cloud is actually extremely well positioned to be able to actually kind of drive that forward for developers based on all the work they've done internally and they way that cloud is built and architected. The second are applications are AI and ML. And that's where we're spending the vast majority of our time because we think that's where the most value we be created there for folks that don't own a cloud like Google. >> The thing that's interesting about entrepreneurs is it's been a nice thing, the cloud you can get into the game with open source and build a business. You don't have to get all the, provision the data center. That's kind of been talked about, it's not new news. Yeah, you can get up and running, but it's interesting. It was easy to get into the enterprise and then all of sudden now, as it gets more complicated, we're almost going back to the old days of it was really hard to crack the code in the enterprise. It seems to be a lot of new table stakes are emerging. It used to be could native, oh we're going to go to the enterprise. And you saw box.net, now being Box and Dropbox, they're getting in the enterprise very easily. But now, as we go I'd say post-2012, all these new requirements start to rear their ugly head around it's hard to get into the enterprise. So this is something that Google is certainly challenged with right now is that they have a lot of tech, they're serious about the enterprise, that's clear. But to be an enterprise contender and winner and winning deals, how hard is it to win the enterprise? And is that some that you see where the enterprise landscape has changed where it's harder or is it easier? What's your thoughts in the complexities in the enterprise? >> Yeah, I maybe have a different point of view than you do. Which is actually, I actually think it's actually easier now to penetrate the enterprise at some level than it ever has been before. But it has to start with product. And open source is an incredible phenomenon that we're seeing that's kind of overtaking the way that enterprises think about building infrastructure today. I don't think you can build an infrastructure company unless you're offering it as open source software. And so, what we look for in terms of investments and I think what entrepreneurs need to do is think about how do I build products that enterprises will love and release that as open source and open to see some level of adoption. When you see that then that's the best path to be able to go in and sell to them and building revenue around it. Kind of transitioning back to Google and what they're doing with the cloud effort, I think that their approach is actually, it's intriguing. You know, Diane is a world class executive in this way and, you know, I think brought in the last big transition that we've seen through the work she did with virtualization. And I wouldn't bet against her here. I think the things that those guys are doing is offering a pretty compelling set of higher level services now that are getting traction with things like BigQuery. I think TensorFlow is obviously very interesting. And then what they now announced recently with Spanner as a service. These are all technologies that Google understands and mastered and are very compelling technologies that I think the average developer will want. And they are highly differentiated from the services that are available from the Amazon's and Microsofts' of the world. >> Yeah, Spanner certainly got that horizontally-scalable mojo going on. They still got some work to do outside of MySQL and there on the relational database side, which we're watching. But they know that. I mean Google is clearly not saying they're, you know, fully-baked. They're actually candid in the analyst meeting. They were very candid on the security side and very candid on some of these things that they know they've got to do. But they are peddling as fast as they can. So I got to ask you the venture capital question. Developers are out there. Because there was a line, literally a blockbuster as they called it. People around the block to get in. Google IO had similar attraction. Those events are awesome. Google runs great events. They have, I would call them the technology store. People love to go in there and see what they have. But as an entrepreneur coming in, I'm going to build on a stack, whether it's Amazon or Google or somewhere else, you got to worry about the viability when you have the big gorillas out there. You got Amazon, now Google. What's the formula for and what do you worry about as an investor because the things you must think about is okay, what's the approach, where's the viability, is there a marketplace, is there monetization, can they get traction, can they go beyond the first three million in sales, because SaaS you can get there pretty quickly, as it's been discussed. What are the fears that you worry about and what advice would you give entrepreneurs as they start to start really innovating and saying hey I'm going to take the democratization of AI and I'm going to do some damage. I want to enter a market. These are considerations that you got to think about and you, as an investor, where's the risk? And what's the opportunity? >> Oh man, well there are lots of risks starting a company. We could talk for an hour about the challenges associated with being an entrepreneur. It's probably the hardest job you can imagine having. You know I think that the first and foremost is you got to build products that people love. And you got to solve a real problem. And so, I think for us as investors, we look for that. It's different now in enterprise investing in infrastructure than before where there used to be 10, 20 million dollar efforts required to build the technology and then you take it to the enterprise. And you would hope that it would sell. Now, with a couple million dollars, you have the ability to go out and write some compelling software, release it in the open source and see whether or not it gets traction. And then, really the challenge is figuring out whether you can monetize that or not, right. And in today's model, that's really where we struggle. It's ultimately in how you ultimately package this and sell it. I think that the primary models that we're seeing are either some form of upsell on open source, so either service support, open core, or an enterprise grade application built on top of the open source. The other alternative is to deliver it as a service. And we see lots of folks that are taking that open source and saying we're going to run this as a service. We have a company, a platform of mine, that does that for cribinetties, but there are companies like Data Bricks that are doing that for Spark and the whole data pipeline. And that is potentially a very compelling model too. >> Do you have a formula or an algorithm for investment? I remember talking to Jeremy Lu way back in the day and I just saw him in an interview on Snapchat, was an investor and he actually jumped into the stats with Evan Spiegel and saw the traction cause he was skeptical. A lot of people had passed on it, but you know that story. Is there an algom that you look for besides the team and being an exceptional team of people, you know technical chops and product chops. Is there a way that you look at to identify traction in this marketplace because it could be, there's a lot of turbulence, mircoservices, you got Kubernetes, another Google innovation that's kind of becoming a glue layer if you will across services. Is there a way to say oh that's got traction, I like that? Or here's some benchmarks that I look for for hurdles in ventures. >> Yeah, within this infrastructure space primarily around models that are going to be delivered as open source, there's a couple things that we can look at. We'll track GitHub stars and so we'll get a sense from that how the community views this. Whether this is something that they are particularly interested in and the level of traction they're getting within that community. It's almost like that is almost like a stamp of approval from the technology community that says this is a really cool project, right? And then, beyond that you start to look at download volumes. And to understand just how widespread the adoption of this technology is. Those are imperfect metrics, you know. And so, a lot of times it comes back to >> Market forces or whatever. >> Switching gears and looking at the customers and asking them the kinds of problems they are experiencing and whether or not these technologies have a chance to actually address real long standing challenges that they've had in either building or deploying or running applications. And so, it's different than consumer. Yeah, consumer is a little bit easier to measure. And you have a lot of data. Consumer has it's own challenges and it's very difficult to kind of predict a priority or what's going to be successful. But the good news for us is that with high-quality teams, these guys typically know where to focus and where to spend time and ultimately will be able to create it. >> And customer traction is always a great one to look at. I mean sell the data points. Scott Raney, what's new with Redpoint Ventures? Give a quick plug for what you guys are doing, what you're investing in, size of the fund, how much dry powder you have as they say. Are you still writing checks? What kind of checks? >> We are in business and we're looking for great entrepreneurs. So we have two funds. One is a 400 million dollar early stage fund that focuses primarily on Series A and an occasional Series B. And then we have a 400 million dollar early growth fund that is really more an occasional Series B and Series C. You know our attitude to the entrepreneurs is they should be indifferent to which fund they're in. We treat every investment the same. Really, we just want to be a part of great companies and get a chance to work with great entrepreneurs. >> And you guys also sponsored the party last night with the CNCF After Cloud Native Compute Foundation. >> Yeah. >> How'd that go? What were some of the conversations in the hall way there? Or in the hall way, in the event, it was a social event, but you know great community, the CNCF After Development. A couple new projects emerging. >> They've done some great work. And the projects that are coming in represent a lot of the foundation work that's going to be required to build cloud native applications. The first thing we did at this event last night is try to find what cloud native actually is. (laughs) And I think everybody has a different definition for that. >> What's the most common one? Is there a trend pattern in there? >> Yeah, I think people were saying these are applications that are built, traditionally built, using containers. They're built leveraging microservices. And they are built with the assumption that the underlying infrastructure is going to be ephemeral in some way. So you know built... >> And you have a pony in that game with Azicorp so update on those guys? >> It's a company that is doing extremely well and solving a broad set of problems around helping developers build and run applications on top of the cloud and I think what were setting there and we're seeing kind of across the board is a general desire to start to think about multi-cloud. To start to understand what it takes to actually deploy applications and run applications across multiple clouds. And also to be more agnostic about what they underlying substrate looks like. And those are trends that bode well for Google and Microsoft. >> Yeah, we're excited, we're going to be watching. Scott, thanks for coming on. We're going to be watching that. Kubernetes, that orchestration layer that's going on around microservices that's a hot I'd say battleground around innovation, a lot of good things happening there. Great opportunities when there's a lot of turbulence. Great opportunities to invest. Good luck with your investments. Scott Raney, partner at Redpoint Ventures. Very active in the community. A great VC, check him out. It's the Cube two days of live coverage all day. Going to 4:30, 5:00 pm today. And then tomorrow, Thursday. And then we're off to South by Southwest again. More coverage, we wrap with more coverage after the short break.
SUMMARY :
You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. You are Cube alumni. Narrator: Live from the Silicon Valley, This is the Cube's two days of live coverage I call it the Berkeley kind of vibe, And so, if you look at Google, that are going to come out of these unique perspectives What are the trends around that? You have to help make the people What are some of the things that you've seen? And the reality is I think And is that some that you see where and Microsofts' of the world. What are the fears that you worry about It's probably the hardest job you can imagine having. and saw the traction cause he was skeptical. around models that are going to be delivered as open source, And you have a lot of data. I mean sell the data points. You know our attitude to the entrepreneurs And you guys also sponsored the party last night Or in the hall way, in the event, it was a social event, And the projects that are coming in that the underlying infrastructure And also to be more agnostic about what they underlying It's the Cube two days of live coverage all day.
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Eveline Oehrlich, Forrester - BMC Day Boston 2015 - #theCUBE
>> Wait. Welcome back to Boston, everybody. This is the Cube. We're live on a special presentation of BMC Day atop of sixty State Street in Boston, Massachusetts. Beautiful view of Boston Harbor. Evelyn Ehrlich is here. She's the vice president and research director for service delivery at Force that we're going to talk about job control, language and cobalt. No, I'm just kidding. We're talking about service delivery. Who'd Evelyn? Yes. So you have a really deep background in it, And I know what J C l stands for, So I had to make that joke. So anyway, uh, welcome to the cubes. Great to see you gave a fantastic presentation today. Who doesn't need better service delivery? It's an imperative for the digital transformation. So, again, welcome to the Cube. Thank you. So tell us a little bit about what you do at Forrester, what your area is, and I want to get into your presentation today. >> Sure. So service delivery. Basically, when the application development team is ready to hand us something, whatever that issa Web service and application a service, we actually make sure that that gets to the work force or to the customer. So anything from Police Management Service Management, the front end relative to the service desk. Tell them anything around management after a performance of the applications operations. Anything like that is all about service delivery. >> And they were two. Two pieces of your talk really struck out to me on Dino. No George for a long time. So two things to majorities that you don't like to use one is users, right end users use it, and then the other really was. So talk about it. Why those terms don't make sense in this digital economy. And what does make sense? >> Yeah, so your users, it almost seems like to me, it is something where people are putting folks into a box that they are that they can like addicts. You know, user. Like I said, in a camp in the drug industry, we have users because they're addicts way have to somehow keep them at bay. We have to somehow keep them low and our engagement with them. It's no, it's not going to be enjoyable. It's not going to be fun, and it's not going to be actually effective. Unfortunately, these users today those are our workforce. There's our employees There's our partners and customers. They have other places to go. They don't need us and technology. So if we don't shift that thinking into that, their customers, so that we can actually enable them, we're might be able to lose our jobs. Because there's outsourcers service providers to workplace services, for example, as many companies out there who provide the service desk who provide of VD I who provide the services cheaper, faster and better. But what we have been lost or what if that's gonna happen? We are losing the understanding of the business for losing the connection to the business, and is that that could be a strategic conversation right? There should be a strategic conversations, not justa cost conversation. And when we think about user, it's all about cost. If you think about customer, its value and relevancy, >> okay, And of course, that leads to not its business. There's no such thing as a project. >> No, there isn't because anything we do if we think of information technology is anything almost like in the back room. It's something which is hidden in a data center somewhere in a storage or a server or in a device and it doesn't really add any value. >> Boiler, the boy, the room >> Exactly and way have done that. We have massaged it, what with whatever way measured the heck out of it. We measure meantime to repair. Well, who cares? It's time to business impact. This what we need to think about. So if we start thinking about customers to empty, TR becomes time to business impact. We're now thinking outside in and the same is true with I t. If we just use it for technology sake to Dr Information, we're not connected if the business, because it is about business technology, is dear to win, retain and sustain our customers. If we don't do that, we become borders. We become the, you know, the companies who all have not focused on the winning technology to make them successful. >> You had a really nice graph, simple sort of digital failing digital masters, and I were in between talked a little about things like I Till and Deb ops, and they feel sometimes like counter counter to each other. Once one's fast one feels home. As you talk to customer, you talk to customers. What can they expect? How long might these transformations take? Or what of the one of those key stepping stones you talked about? It being a journey? >> How do you >> will think about all this change? >> But that that's a good question. It's a very difficult question to have an answer to, and I think it has to. It has to be a little bit more compartmentalized. We have to start thinking a little bit more in smaller boxes, off influences or or areas where we can make some progress. So let's take, for example, Dev Ops and Vital and connect the process release, which is an I told process into this notion. If we combine Deaf ops and Tyto release, we're starting to see that the police management process. It's now a process which is done very agile very much. There is a lot more things behind that process and a lot more collaboration between a D and D and I, you know, to make the process of faster process. So we're now married, I told release management with the journey of Death, Bob's as we're starting to see release cycles off one day. Lookit, lookit Amazon. What they do I mean again, Amazon is a very extreme. Not everybody needs a police processes Amazon has, because it's just not that not every pieces is in the Amazon business. Maybe in ten years, who knows? Maybe in five, but those kinds of things that marriage happens through, more off for design thinking. And I think that's the practical way. Let's not adopt a Iittle blandly and say, All right, we're going to just redo our entire twenty six processes. Let's look at where is the problem? What, where? Where's the pain? What is the ninety day journey to solve that pain? Where's the six months? Nine months, twelve months, twenty four months? And if twenty four months is too far out, which I believe it's staying a twelve month road map and start adjusting it that way and measure it, measure where you are. Measure where you want to go and prove that you have done to Delta. Because if I don't measure that, I won't get funding for support, right? I think that's key. >> Devlin. You talked about the, you know, pray or a predator, right? That's good of a common theme that you hear conferences like this isn't a zero sum game, is is the taxi drivers. You know, the taxi companies screwed is, you know, the hotels in big trouble. I mean, Ken, cos you know who are sort of caught flat footed transform and begin to grow again. Talk about that zero sum game nous. >> Yeah, I think I think there is. There is hope. So I hope it's what dies last week saying right. But there is hope, hope if customers of organizations he's enterprise to see that there's a challenger out there. And if they don't necessarily stand up to fight that challenges start innovating in either copying or leveraging or ten. Gently do something else. Let me give you an example. When about two years we had a two years ago with an event in London and stuff I got Square was completely blocked off by the taxi drivers because uber was there were striking against uber or they were going on. It wasn't really a real strike was in London. It's a little bit of a challenge with unions, but anyway, instead, off going on a strike, why did they not embrace whatever they needed to and example is in the cab At that time, you could not use American Express or discover credit card uber. I never have tipple any money out of my pocket because that's a convenience. It's easy. It's enjoyable. >> Love it, >> We love it. It's simple. So why don't these other companies this cos the taxi cannot? Why don't the equip that technology in such a way? They can at least start adopting some of those innovations to make it a even part right. Some of the other things, maybe they will never get there, because there whatever limitations are there. And so that's what that's what I think needs to happen. These innovators will challenge all these other companies and those who want to stay alive. I mean, they want to because they have for street is forcing them to stay alive. They are the ones who will hopefully create a differentiation because of that >> essay, really invention required. It's applying technology and process that's well established. >> Thinking outside in thinking of you and him and me as >> customers, it becomes, you know, who just does the incumbent get innovation before the the challenger gets distribution? Exactly. You know, Huber, lots of cars. I don't have to buy them, but somebody like Tesla isn't necessarily disrupting forward because they don't have the men. They can't distribute it faster than you know. It depends where you are in the distribution versus innovation. So it's in the brief time. We have love to talk about the landscape. So and that's particularly the transformation of beings. BMC Public Company to private They were under a lot of fire, you know, kind of flattish revenues. Wall Street pound. You got companies like service now picking away at the established SM players. We're talking off camera, saying that's begun to change. Give us the narrative on that that sequence and where we are today. Yeah, we're going. >> Yeah, so if you go back, maybe me way back seven years ago or so you know, it started service now they had a fairly easy game because BMC with a very old platform, it wasn't really it wasn't. There was no fight. Um, and I think they were the enterprises. We're ready for something new, and it is always some new vendor out there is a new shiny object, and I have teenagers, so they always spent the next latest iPhone or whatever. I would >> sort of wave >> so So. And and it kept going in the other vendors into space hp, cia, IBM really had no challenge had no, no, didn't give service now a challenge either because the SAS cloud, the adoption of the cloud in this space was absolutely important. And service now was the first one to be on the cloud. BMC was not really doing much with remedy force at the time. Itis them on demand was in an A S P model. Not really an itis, um, and so service not just took names and numbers and that just grew and grew and steamrolled. Really? All of them and customers just were like, Oh, my God, this is easy. I loved it. Looks it loves it looks beautiful. It's exciting >> over for the >> same thing that innovation, right, That challenge, they served the customers. Then suddenly what happened is service now grew faster than native. You experienced some growing pains Customer saying my account rep. I haven't seen him for a while. They changed the pricing model a little bit too started to blow up their solution. And now board nebula, which is the ninety operations management solution der extending into financials and they're bolstering themselves into more of an enterprise solution, which is where BMC already has been. But they lost the connection to the customer. BMC did not love the customers at that time. Now, through some executive changes to really starting to realize that the install base they need to hug them, they're back in the game >> and watching >> service now. And they're going private. As you were asking the question earlier, try about giving them the funding to invest in R and D. >> It's so necessary if I want to give me your take on icy service now. Is someone on the collision course with sales Force? In a way, where does BMC go for to expand their their tam and to grow? >> Yeah, I said, I think so. So on the first comment Sales force and service. Now, absolutely now the CEO of service now does not think that sales force is his target off competition. I think it has to. He has to, because it is about business applications, everything. It's everything exactly So sales force and service now in I don't know. Is that the year you know, wherever Chris >> No, no, no, >> no. But they will there will collapse. Deborah Crash or you'LL see a fight. I think BMC should stay and really extend in this digital performance management in this operational management and really make it intelligent, intelligent decisions for operation for operations to become automated. To have a staff of eighty eight PM solution the application dependency mapping solution happening to be one of the best, really one of the best in the market. And customers love it. Tying that into two side intelligence, giving them the ability to understand before it happens not when it happens or after and then drive intelligence into different organizations to cmo the CEO, the CFO. Because that's what basis technology is all about. It's not about the journey anymore. They have that capability with products where service now does not have that >> great insight from a sharp analyst. Evan are like Evelyn Evelyn Ehrlich. Thanks very much for coming on the Cube. Forced to research wicked, we find more about the research that you do force the dotcom, obviously, but anything new for you, any upcoming events that we should know about where people should watch >> you go into Crystal Rica, Nicaragua >> mochi ice all right. We'LL leave you alone for a while, right, Evelyn? Great to meet you. Thanks for coming on. I keep right there, buddy. We're back with our next guest Is the Q ber live from BMC Day in Boston right back.
SUMMARY :
Great to see you gave a fantastic presentation today. So anything from Police Management Service Management, the front end relative So two things to majorities that you don't like to use one business for losing the connection to the business, and is that that could be a strategic conversation okay, And of course, that leads to not its business. in the back room. It's time to business impact. Or what of the one of those key stepping stones you talked about? What is the ninety day journey to solve that pain? You know, the taxi companies screwed is, you know, the hotels in big trouble. needed to and example is in the cab At that time, you could not use American They are the ones who will hopefully create a differentiation It's applying technology and process that's well established. So and that's particularly the transformation of beings. Yeah, so if you go back, maybe me way back seven years ago or so the adoption of the cloud in this space was absolutely important. But they lost the connection to the customer. As you were asking the question earlier, try about giving them the funding to invest Is someone on the collision course with sales Force? Is that the year you know, wherever Chris eight PM solution the application dependency mapping solution happening to be one of the best, Forced to research wicked, we find more about the research that you do force the dotcom, obviously, Great to meet you.
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Merv Adrian - IBM Information on Demand 2013 - theCUBE
okay we're back live day 1 of IBM's information on demand this is silicon angles the cube our flagship program we'd go out the advanced district is stealing from the noise I'm John forums with my co-host de Valle ante as usual we are here to break down and extract the signal from the noise and share that with you and we'd love to have analysts ha we had Judith Horowitz on she's trending on the Twitter board and one other person who's also trending is merv adrian with Gardner Keeble um very authoritative in space welcome to have you great to have you back on the cube again seems like we just did this last week last week in big data NYC our event that was going on around strata conference on hadoop world kind of geeky hadoop meets business mainstream here at IBM what's your take on sleeve sat through the sessions we were following your tweets and just what's what's your what's your report card day one for IBM as always overwhelmingly large 13,000 i think is the number here it has to be seen to be believed if you've never been to one of these events and and you have some idea of the scale of these these venues in Vegas but you come out of an event room you come out of a ballroom you and you can't move in the hallway for three or four minutes subway is it is extraordinary the number of people who are here so those of us who've done it a few times have learned a few of the back ways through the garage up over the roof here way down the sounding lobes yeah but it's it's an amazing crowd it's an extraordinarily mixed crowd to your point John there's a lot of suits here a lot more suits in there were at strata a lot of people who are very interested in the business side and even in a session that I just SAT through that was talking about competitive displacements by IBM two of the people on the panel basically said look I didn't really want to hear too much about the technology it was as much about my relationship with the vendors I was working with as it was about the technology and that's always been one of IBM strengths is that they have a lifetime view of customer value and a they cultivate their relationship very carefully over the years so they do very well within their base their bigger challenge and what we're seeing here is how do they reach outside of that how do they reach the folks that are not already blue stack loyalists and get them to come over because they talk about how they're reaching out beyond that base but it's come correct and the ninety percent of the business if not more is with the blue stack is that a fair assertion I think the numbers are that something like eighty percent of IBM's revenue comes from twenty percent of IBM's customers yeah so right there even within their own base you're seeing a very strong concentration clearly they have a strong base in companies that have the highest of mainstream requirements for security and reliability the big banks and so on and that remains true but they're they're big focus in several of the speeches here was ease and simplicity and that's a story that has to be told with pictures and they didn't do that effectively today they did not do that effectively today if you want to tell me about how simple your GUI is and how easy it is to use your product for discovery then don't use five thousand words to do it put five pictures on the stage and show me family right they didn't do it ServiceNow tableau splunk listen there's it there's a great tool here called discover which IBM has that is a marvelous way for an entry point into the unstructured and new data that people are trying to work with that gives you a way to go play with it find something useful then persist something that will be of value which is the next the inevitable next step of most people's early Big Data experiments and right now that's an area where the Big Data community in general all those folks we saw at strata last week this is where things begin to break down for them right it's great for those first few experiments then you're going to make some architectural choices where am I going to persist the stuff that I'm going to use next week and the week after that and IBM has a great portfolio of pieces that can be put together to tell that story that's what they need to be doing and today I heard about the portfolio I didn't hear about that story I didn't I didn't hear a narrative and and the narrative is there to be told so I think they'll get better at me I think I think one thing that seems awkward but I mean seems really relevant but awkward the way there there we get this tomorrow maybe is the social business is a great story I mean that that kind of Tamia is the the face of the analytics which is geeky you know value chain process improvement but the social business kind of hits the rubber meets the road it's the user shaking their smartphone and getting analytics women you know some chat application or you know the real change is on the society did they tease that out today are they saving that no I think they get it very very effectively in multiple places in financial services in health care in smart metered solutions for the industrial Internet the same things we're hearing elsewhere what they're doing very effectively is pulling out the stories where people have had that kind of an impact again the challenge is to show people you can do this too so that was one of the best things said from the from the podium by our host today the guy from the National Geographic his name escapes me jhon Jason fake yes shake Jake poorly horwich he was wonderful he did a great opening and he put up some wonderful visualizations and he said you know this is about big dad look at how they've combined this data with geography you know wouldn't it be great if you can do it too you can do it too I was it was good perfectly staged he just conveyed it very very lawful school PowerPoint users are you know still clutched to text and seven bullets in the title and you know 14 fonts just make him 24 point please yeah no more than five so Ashley it's a tough story to tell I mean to me my takeaway I want to get your opinion on this from both you guys this is a complex story to tell talking about big data analytics gonna do from everything else under the covers blu acceleration you got cloud and mobile which are under the hood a lot of technology issues their nuances data governance information government and the social business as a paradigm mind-blowing paradigm shift to try to tell that together as hard the same time they get customers deploying this stuff and giving successes on top of it so that's of a business outcomes that consultative journey and the implementation at productions scale I need all those things Janet the one makes for a hard story well at evens it depends on how you tell it if you tell it as a story and if you abstract away from the complexities of of an extraordinarily large product portfolio then there's a message to be told there then there's another message to be told when you do get into the details of the product portfolio iBM has to do both and sometimes they seemed caught between skills and crackers you know right by half pregnant you know stuck in the middle what everyone say yeah you feel that that day one kind of stuck in the middle or I think they hit elements of both ends of the spectrum but spend a lot of time kind of in between them not quite doing enough on either end that said I think it all depends on what you bring to the conversation I I wandered in really not intentionally to one of the enterprise content management sessions that's not really my sweet spot but it was a great discussion and it was a discussion that as they discussed unstructured data sounded very much like what us db8 style geeks are talking about over on the on the Hadoop side of the house with a different set of business issues but being realized and driving value at least if not more effectively and especially with the connection to the social side of things so they've got the story we were talking about the 8020 before yeah 90 10 or whatever it is Desai him actually have to move beyond that base to succeed I mean most businesses if less their startups get most of their business from their existing customers sure it's a great question what's your definition of success and I talked to the guys in the various Wall Street firms all the time and they're always worried about the change in the slope of the curve it's the area under the curve that matters right there's a lot of money down there underneath that line there's a lot of customer value there's a lot of recurring revenue and IBM's doing just fine there do they need to have a much larger user base of lots and lots of new users today well I don't think so but it wouldn't hurt what and it and it's awfully nice to be able to position yourself as leading people into the future as opposed to being the place where they'll go when they grow up and I think a lot of people today as their systems do mature and require these these more significant enterprise class features will inevitably migrated to my IBM technologies that can answer us but the area under the curve dilemma right you get Amazon it makes last quarter made seven million dollars in a 70 75 million dollar billion-dollar company maybe seven million in profit and the stock goes up by IBM throws off you know more cash free cash flow than an IBM said from the stage today that their bare metal implementation performs twice as well as Amazon's and now I haven't benchmark that but that's a nice assertion to be a munich performance is that why people go to the cloud though right that's probably not where they go there at first of an interesting data point gotta but I put but your performance is a second-order variable meeting if everything's equal first I first I explore I discover I find value once i do and i put this into production then I start thinking about how can I do this more cost-effectively how can I do it with better performance how can I make it more stable secure reliable that's when people come to IBM and there's still well positioned for answering those questions when those questions come up competition out there for these guys obviously we were talking about softlayer as a bolt-on try to figure out cloud damn I on it I'm not what's your take on their moves in the cloud and just cut their relative to their competition not my sweet spot but i think that IBM has the assets and the and the spread and the portfolio to be a formidable competitor there if they choose to go there the interesting challenge for anybody who wants to compete with Amazon is Amazon stated mission right we will be the low-margin supplier can you think of another I tea vendor who says that yeah and advil and by the way and by the way they're innovating yeah and they're disrupting and innovating and we'll go push to commoditize margin to them to the close to zero I think their margins are a lot higher than people may realize too much well their shift in the margins they seem to be able to drop their prices pretty frequently go crisscross doesn't everybody Merv they just don't announce that they don't market the fact right Evan doesn't doesn't everybody's price drop every quarter no no in a word with the cost of a choose a new product and increase my boss to compute and storage drops every quarter saying they don't pass it on to customers shocking isn't it you guys kept him honest on them yeah we tried they tried we do our best but then there's always new features they can add to the product and charge for okay remember we got to wrap up we'd have just got started you all right now you have you on the cube okay hey Lucy tomorrow I'm sure this huge segment we've ever done referred that's okay I know we haven't we had the pressure because the analysts dinner from in he chew it wants to come on and me for your tight defer to the lady anytime she's a rock star and the cube alumni she's been on more times than you but all you're catching up to her yeah I'm with my best you know I'm trending thanks guys Merv Adrian analyst at gardner bender on the block seeing many many cycles excited about what iBM has needs to kind of clean up their their position get more data and products don't get stuck in the middle and just good stuff though IBM got good review from Merv here on the cube we'll be right back after this short break with our next guest the cube
**Summary and Sentiment Analysis are not been shown because of improper transcript**
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