>>from around the globe. It's the Cube >>with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Hello and welcome back to the VM World 2020 Virtual coverage with the Cube Virtual I'm John for day. Volonte your hosts our 11th year covering VM. We'll get a great guest Greg Lavender, SBP and the CTO of VM. Where, uh, welcome to the Cube. Virtual for VM World 2020 Virtual Great. Thanks for coming on. >>Privileged to be here. Thank you. >>Um, really. You know, one of the things Dave and I were commenting with Pat on just in general start 11th year covering VM world. Uh, a little difference not face to face. But it's always been a technical conference. Always a lot of technical innovation. Project Monterey's out there. It's pretty nerdy, but it's a it's called the catnip of the future. Right? People get excited by it, right? So there's really ah lot of awareness to it because it kinda it smells like a systems overhaul. It smells like an operating system. Feels like a, you know, a lot of moving parts that are, quite frankly, what distributed computing geeks and software geeks love to hear about and to end distributed software intelligence with new kinds of hardware innovations from and video and whatnot. Where's that innovation coming from? Can you share your thoughts on this direction? >>Yeah, I think first I should say this isn't like, you know, something that just, you know, we decided to do, you know, six months ago, actually, in the office of C T 04 years ago, we actually had a project. Um, you know, future looking project to get our core hyper visor technology running on arm processors and that incubated in the office of the CTO for three years. And then last December, move the engineering team that had done that research and advanced development work in the office of the CTO over to our cloud platforms business unit, you know, and smart Knicks, you know, kind of converged with that. And so we were already, you know, well along the innovation path there, and it's really now about building the partnerships we have with smart nick vendors and driving this technology out to the benefit of our customers who don't want to leverage it. >>You get >>Greg, I want if you could clarify something for me on that. So Pat talked about Monterey, a complete re architect ing of the i o Stack. And he talked about it affecting in video. Uh, intel, melon, ox and Sandoz part of that when he talks about the Iot stack, you know, specifically what are we talking about there? >>So you know any any computing server in the data center, you know, in a cola facility or even even in the cloud, you know? Ah, large portion of the, you know CPU resource is, and even some memory resource is can get consumed by just processing. You know, the high volumes of Iot that's going out, you know, storage devices, you know, communicating between the different parts of multi tiered applications. And so there's there's a there's an overhead that that gets consumed in the course server CPU, even if its multi core multi socket. And so by offloading that a lot of that I owe work onto the arm core and taking advantage of the of the hardware offloads there in the smart Knicks, you can You can offload that processing and free up even as much as 30% of the CPU of a server, multi socket, multicourse server, and give that back to the application so that the application gets the benefit of that extra compute and memory resource is >>So what about a single sort of low cost flash tear to avoid the complexities of tearing? Is that part of the equation? >>Well, you know, you can you can, um you know, much storage now is network attached. And so you could if it's all flash storage, you know, using something like envy me fabric over over Ethernet, you can essentially build large scale storage networks more efficiently, you know more cheaply and take advantage of that offload processing, uh, to begin to reduce the Iot Leighton. See, that's required taxes. That network attached storage and not just storage. But, you know, other devices, you know, that you can use you could better network attached. So disaggregated architectures is term. >>Uh, is that a yes? Or is that a stay tuned? >>Yeah, Yeah, yeah, yeah, yes. I mean the storage. You know, more efficient use of different classes of storage and storage. Tearing is definitely a prime use case there. >>Yeah, great. Thank you. Thanks for that. John, >>How could people think about the edge now? Because one of the things that's in this end to end is the edge. Pat brought it up multi cloud and edge or two areas that are extending off cloud and hybrid. What should people think about the innovation equation around those things? Is that these offload techniques? What specifically in the systems architecture? Er, do you guys see as the key keys there? >>So so, you know, edges very diversified, heterogeneous place, Uh, in the architectures of multi cloud services. So one thing we do know is, you know, workload. I would like to say workload follows data, and a lot of the data will be analyzed, the process at the edge. So the more that you can accelerate that data processing at the edge and apply some machine learning referencing at the edge were almost certainly gonna have kubernetes everywhere, including the edge. So I think you're seeing a convergence of the hardware architectures er the kubernetes control plane and services and machine learning workloads. You know, traveling to the edge where the where the data is going to be processed and actions could be taken autonomously at the edge. So I think we're in this convergence point in the industry where all that comes together. >>How important do you >>do you see that? Okay, John, >>how important is the intelligence piece? Because again, the potatoes at the edge. How do you guys see the data architecture being built out there? >>Um, well, again, it's depending on the other. The thick edge of the thin edge. You know, you're gonna have different, different types of data, and and again, a lot of the the inference thing that could happen at the edges. Going to, I think, for mawr, you know, again to take action at the edges, opposed to calling home to a cloud, you know, to decide what to do. So, depending on, you know, the computational power and the problem with its video processing or monitoring, you know, sensors, Aaron, oil. Well, the kind of interesting that will happen at the edge will will be dependent on that data type and what kind of decisions you want to make. So I think data will be moving, you know, from the edge to the cloud for historical analytics and maybe transitional training mechanisms. But, you know, the five G is gonna play heavily into this is well right for the network connectivity. So we read This unique point is often occurs in the industry every few years of all these technology innovations converging to open up an entirely new platform in a new way of computing that happens at the edge, not just in your data center at the cloud. >>So, Greg, you did a fairly major stint at a large bank. What would something you mentioned? You know, like an oil rig. But what would something like these changes mean for a new industry like banking or financial? Uh, will it have an impact there and put on your customer hat for a minute and take us through that >>e? You know, eight machines, you know, branches, chaos. You know, there's all make banks always been a very distributed computing platform. And so, you know, people want to deliver mawr user experience, services, more video services. You know all these things at the edge to interact positively with the customer without using the people in the loop. And so the banking industry has already gone through the SD when, and I want transformation to deliver the bandwidth more capably to the edge. And I just think that they'll just now be able to deliver Mawr Edge services that happened can happen more autonomously at the edge is opposed that having the hairpin home run everything back to the data center. >>Awesome. Well, Pat talks about the modern platform, the modern companies. Greg, I wanna ask you because we're seeing with Kovar, there's to use cases, you know, the people who don't have a tailwind, Um, companies that are, you know, not doing well because there's no business that you have there modernizing their business while they have some downtime. Other ones have a tailwind. They have a modern app that that takes advantage, this covert situation. So that brings up this idea of what is a modern app look like? Because now, if you're talking about a distributed architecture, some of things you're mentioning around inference, data edge. People are starting to think about these modern naps, and they are changing the game for the business. Now you have vertical industries. You mentioned oil and gas, you got financial services. It used to be you had industry solution. It worked like that and was siloed. Now you have a little bit of a different architectures. If we believe that we're looking up, not down. Does it matter by industry? How should people think about a modern application, how they move faster? Can you share your insights into into some of this conceptual? What is a modern approach and does it doesn't matter by vertical or industry. >>Yes, I mean, certainly over the course of my career, I mean, there's there's a massive diversity of applications. And of course, you know, the explosion of mobile and edge computing is just another sort of sort of use cases that will put demands on the infrastructure in the architecture and the networking. So a modern, a modern app I mean, we historically built sort of these monolithic app. So we sort of built these sort of three tier apse with, you know, sort of the client side, the middleware side. The database back in is the system of record. I mean, this is even being more disaggregated in terms of, you know, the the consumer edges both not just web here, but mobile tear. And, you know, we'll see what emerges out of that. The one thing for sure that is that, um they're becoming less monolithic and mawr a conglomeration of sass and other services that are being brought together, whether it's from the cloud services or whether it's s, you know, SBS delivering, you know, bring your own software. Um, and they're becoming more distributed because people need operated higher degrees of scale. There's a limit to Virgil vertical scaling, so you have to go to horizontal scaling, which is what the cloud is really good at. So I think all these things were driving a whole new set of technologies like next generation AP gateways. Message Busses, service mesh. We're announcing Tanzi's service message being world. Um, you know, this is just allowing allowing that application to be disaggregated and then integrated with other APS assassin services that allow you to get faster time to market. So speed of delivery is everything. So modern C I. C d. Modern software, technology and ability to deploy and run that workload anywhere at the edge of the core in the data center in the cloud. >>So when you do in your re architecture like this, Greg, I mean you've seen over the course of history in our industry you've seen so many companies have hit a wall and in VM, whereas it's just amazing engineering culture. How are you able toe, you know, change the engine mid flight here and avoid like, serious technical debt. And I mean, it took, you know, you said started four years ago, but can you give us a peek inside? You know, that sort of transformation and how you're pulling that off? >>Well, I mean, we're providing were delivered the platform and, you know, spring Buddhas a key, you know, technology that's used widely across the industry already, which is what we've got is part of our pivotal acquisition. And so what we're just trying to do is just keep keep delivering the technology and the platform that allows people to go faster with quality security and safety and resiliency. That's what we do really well at VM ware. So I think you're seeing more people building these APS Cloud native is opposed to, you know, taking an existing legacy app In trying to re factor it, they might do what it called e think somebody's called two speed architectures. Take the user front, end the consumer front in, and put that cloud native in the cloud. But the back end system of record still runs in the private cloud in a highly resilient you know, backed up disaster recovered way. So you're having, I think, brand new cloud native APS we're seeing. And then you're seeing people very carefully because there's a cost to it of looking at How do I basically modernized the front end but maintain the reliability of the scalability of security and the reliability of that sort of system of record back in? So either way, it's it's winning for the companies because they could do faster delivery to their businesses and their clients and their partners. But you have to have the resiliency and reliability that were known for for running those mission critical workloads, >>right? So the scenario is that back end stays on premise on the last earnings call, I think, Pat said, or somebody said that, that I think I just they said on Prem or maybe the man hybrid 30 to 40% cheaper, then doing it in the cloud. I presume they were talking about those kind of back end systems that you know you don't wanna migrate. Can you add some color that again from your customer perspective That the economics? >>Yeah. You know, um, somebody asked me one time what's really a cloud. Greg and I said, automation, automation, automation you can take you can take You can take your current environments and highly automate the release. Lifecycle management develop more agile software delivery methods. And so therefore, you could you could get sort of cloud benefits, you know, from your existing applications by just highly optimizing them and, you know, on the cost of goods and services. And then again, the hybrid cloud model just gives customers more choice, which is okay. I want to reduce the number of data centers I have, but I need to maintain reliability, scalability, etcetera. Take advantage of, you know, the hybrid cloud that we offer. But you'll still run things. Cloud natives. I think you're seeing this true multi cloud technology and paradigm, you know, grow out as people have these choices. And then the question is okay. If you have those choices, how do you maintain security? How do you maintain reliability? How do you maintain up time yet be able to move quickly. And so I think there's different speeds in which those platforms will evolve. And our goal is to give you the ability to basically make those choices and and optimize for economics as well as technical. You know, capability. >>Great. I want to ask you a question with Cove it we're seeing and we've been reporting the Cube virtual evolve because we used to be it at events, but we're not there anymore. But the as everyone has realized with cove it it's exposed some projects that you might not want to double down on or highlighted some gaps in architecture. Er, I mean, certainly who would have forecast of the disruption of 100% work from home VP and provisioning to access and access management security, and it really is exposed. What kind of who's where in the journey, Right in digital transformation. So I gotta ask you, what's the most important story or thing to pay attention, Thio as the smart money and smart customers go, Hey, you know what? I'm gonna double down on that. I'm gonna kill that project or sunset. That or I'm not gonna re factor that I'm gonna contain Arise it and there's probably there's a lot of that going on. In our conversations with customers, they're like it's pretty obvious. It's critical path. It's like we stay in business. We build a modern app, but I'm doubling down. I'm transitioning. It's a whole nother ballgame. What >>is >>the most important thing that you see that people should pay attention to around maintaining an innovation and coming out on the other side? >>Yeah, well, I think I think it just generally goes to the whole thesis of software defined. I mean, you know the idea of taking an appliance physical, You know, you have to order the hardware, get it on your loading dock, install in your data center. You know, go configure it, mapping into the rest of your environment. You know, whereas or you could just spend up new, softer instances of load balancers, firewalls, etcetera. So I think you know what's What's really helped in the covert era is the maturity of software to find everything. Compute storage, networking. Lan really allowed customers and many of our customers toe, you know, rapidly make that pivot. And so you know what? It's the you know, the workspace, the remote workspace. You gotta secure it. That's a key part of it, and you've got to give it. You know, you gotta have the scalability back in your data centers or, if you don't have it, be able to run those virtual desktops you know, in the cloud. And I think so. This ability again to take your current environment and, more importantly, your operating model, which, you know the technology could be agile and fast. But if you're operating models not agile, you know you can't executed Well, One of the best comments I heard from a customer CEO was, you know, for six months we debated, you know, the virtual networking architecture and how to deploy the virtual network. And, you know, when covet hit. We made the decision that did it all in one week. So the question the CEO asked now is like Well, why do we Why do we have to operate in that six month model going forward? Let's operate in the one week model going forward. E. I think that that z yeah, that's e think that's the big That's a big inflection point is the operating model has to be agile. We got all kinds of agile technology and choices I mentioned it's like, How do you make your organization agile to take advantage of those technological offerings? That's really what I've been doing the last six months, helping our customers achieve. >>I think that's a key point worth calling out and doubling down on day because, you know, whether you talk about our q Q virtual, our operating model has changed and we're doing new things. But it's not bad. It's actually beneficial. We could talk to more people. This idea of virtual ization. I mean pun intended virtual izing workforces face to face interactions air now remote. This is a software defined operating business. This is the rial innovation. I think this is the exposure. As companies wake up and going. Why didn't we do that before? Reminds me of the old mainframe days. Days? You know, why do we have that mainframe? Because they're still clutching and grabbing onto it. They got a transition. So this is the new the new reality. >>We were joking earlier that you know it ain't broke, don't fix it. And all of a sudden Covic broke everything. And so you know, virtualization becomes a fundamental component of of of how you respond. But and I wonder if Greg you could talk about the security. Peace? How how that fits in. You know everybody you know, the bromide, of course, is security can't be a bolt on. It's gotta be designed in from the start, Pat Gelsinger said years ago in the Cube. Security is a do over. You guys have purchased many different security components you've built in. Security comes. So how should we think about? And how are you thinking about designing insecurity across that entire stack without really bolting in, You know, pieces, whether it's carbon, carbon, black or other acquisitions that you've made? >>Yeah, I mean, I think that's that's the key. Inflection point we're in is an industry. I mean, getting back to my banking experience, I was responsible for cybersecurity, engineering the platforms that we engineered and deployed across the bank globally. And the challenge, the challenge. You know, that's I had, you know, 150 plus security products, and you go to bed at night wondering what? Which one did I forget to deploy or what did I get that gap? Do you think you think you're safe by the sheer number, but when you really boil down to it is like, you know, because you have to sort of like both all this stuff together to create a secure environment, you know, on a global level. And so really, our philosophy of VM where is Okay? Well, let's kind of break that model. That's what we call it intrinsic security, which is just, you know, we have the hyper visor. If you're running, the hyper visor is running on most of the service in your data center. If we have your if you have our network virtualization, we see all the traffic going between all those hyper visors and out to the cloud as well hybrid cloud or public cloud with our NSX technology. And then, you know, then you sort of bring into that the load balancers and the software to find firewalls. And pretty soon you have realized Okay, look, we have we have most of the estate. Therefore we could see everything and bring some intelligent machine learning to that and get proactive as opposed to reactive. Because our whole model now is we. All this technology and some alert pops and we get reactive. How about proactively telling me that something nasty is going on. >>I need to ask you a >>question. May be remediated. Sorry, John. It may be remediated at some point anyway. Bring in some machine intelligence tow. So instead of like you said, getting an alert actually tells me what what happened and how it was fixed, you know? Or at least recommending what I should dio, right? >>Yeah. I mean, part of the problem in the historic architectures is it was all these little silos. You know, every business unit had its own sort of technology. And Aziz, you make things virtualized. You you sort of do the virtual networking. The virtual stories of virtual compute all the software. You know, all of a sudden you have you have a different platform, you have lots of standardization. Therefore you don't have your operating model simplifies right and amount of and then it's about just collecting all the data and then making sense of the data. So you're not overwhelming the human's capacity to respond to it. And so I think that's really the fundamental thing we're all trying to get to. But the surface area is enlarged outside the data centers we've discussed out to the edge, whatever the edges, you know, into the cloud hybrid or public. So now you've got this big surface area where you've gotta have all that telemetry and all that visibility again, Back to getting proactive. So you got to do it in Band is opposed out of band. >>Great. I want to ask you a question on cyber security. We have an event on October 4th, the virtual event that Cuba is hosting with Cal Poly around this space and cybersecurity, symposiums, intersection of space and cyber. I noticed VM Ware recently announced last month that the United States Space Force has committed to the Tan Xue platform for for Continuous Dev ops operation for agility. I interviewed Lieutenant General John Thompson, Space Force, and we talked about that. He said quote, it's hard to do break fix in space. Uh, illustrating, really? Just can't send someone to swap out something in space. Not yet, at least. So they're looking at software defined as a key operating reality. Okay, so again, talk about the edge of space Isas edges. You're gonna get it. Need to be completely mad and talk about payloads and data. This >>is kind >>of interesting data point because you have security issues because space is gonna be contested and congested as an edge device. So it's actually the government's interested in that. But fundamentally, the death hops problem that you're you guys are involved in This >>is a >>reality. It's kind of connects this reality idea of operating models based in reality have to be software. What's >>your name? Yeah. I mean, I think the term we use now is def sec ops because you can't just do Dev ops. You have to have the security component in there, So, uh, yeah, the interesting. You know, like, there's a lot of interesting things happen just in fundamental networking, right? I mean, you know, the StarLink, you know, satellites at Testa. His launched Elon musk has launched and, you know, bringing sort of, you know, higher band with laurel agency to those. Yeah, we'll call it near space the and then again, just opens up all new opportunities for what we can dio. And so, Yeah, I think that's the software that the whole the whole saw for development ecosystem again, back to this idea. I think of three things. You gotta have speed. You gotta have scale and you gotta have security. And so that's really the emerging platform, whether it's a terrestrial or in near space, Uh, that's giving us the opportunity, Thio Do new architectures create service measures of services, some terrestrial, some some you know, far remote. And as you bring these new application architectures and system platform architectures together with all the underlying hardware and networking innovations that are occurring, you mentioned flash. But even getting into pmm persistent memory, right? So this this is so much happening that is converging. What's exciting to me about being a TV? Where is the CTO and we partner with all the hardware vendors? We partner with all the system providers, like in video and others. You know, the smart nick vendors. And then we get to come up with software architectures that sort of bring that together holistically and give people a platform. We can run your workloads to get work done wherever you need to land those workloads. And that's really the excitement about >>the candy store. And yet you've got problems hard problems to work on to solve. I mean, this really brings the whole project moderate, full circle because we think about space and networks and all these things you're talking about, You need to have smart everything. I mean, isn't that software? It's a complete tie into the Monterey. >>Yeah, yeah, yeah, Exactly. You're right. It's not just it's not just connecting everything and pushing data around its than having the intelligence to do it efficiently, economically, insecurely. And that's you know. So I see that you don't want to over hype machine learning. I did not to use the term AI, but use the machine learning technologies, you know, properly trained with the proper data sets, you know, and then the proper algorithms. You know that you can then a employee, you know, at the edge small edge, thick edge, you know, in the data center at the cloud is really Then you give the visibility so that we get to that proactive world I was talking about. >>Yeah, great stuff, Greg. Great insight, great conversation. Looking forward to talking mawr Tech with you. Obviously you are in the right spot was in the center of all the action across the board final point. If you could just close it out for us. What is the most important story at VM World 2020 this year. >>Um, well, I think you know, I like to say that I have the best job. I think you know that I've had in my career. I've had some great ones is you know, we get to be disruptive innovators, and we have a culture of perpetual innovation and really being world for us, Aly employees and all the people that work together to put it together is we get to showcase. You know, some of that obviously have more up our sleeves for the future. But, you know, being world is are, you know, coming coming out out show of the latest set of innovations and technologies. So there's going to be so much I have, ah, vision and innovation. Keynote kickoff, right. Do some lightning demos. And actually, I talk about work we're doing in sustainability, and we're putting a micro grid on our campus in Palo Alto and partnership with City of Palo Alto so that when the wildfires come through or there is power outages, you know we're in oasis of power generating capacity with our solar in our batteries. And so the city of Palo Alto could take their emergency command vehicles and plug into our batteries when the power is out in Palo Alto and operate city services and city emergency services. So we're not just innovating, you know, in cortex we're innovating to become a more, you know, sustainable company and provide sustainable, you know, carbon neutral technology for our customers to adopt. And I think that's an area we wanna talk about me. We talk about it next time, but I think you know our innovations. We're gonna basically help change the world with regard to climate as well. >>Let's definitely do that. Let's follow up for another in depth conversation on the societal impact. Of course, VM Ware VM Ware's VM World's 2020 is virtual is a ton of sessions. There's a Cloud City portion. Check out the 60 solution demos. Of course, they ask the expert, Greg, you're in there with Joe Beta Raghu, all the experts, um, engage and check it out. Thank you so much for the insight here on the Cube. Virtual. Thanks for coming on. >>Appreciate the opportunity. Great conversation and good questions. >>Great stuff. Thank you very much. Innovation that vm where it's the heart of their missions always has been, but they're doing well on the business side, Dave. Okay. The cube coverage. They're not there in person. Virtual. I'm John for day. Volonte. Thanks for watching.

>>from around the globe. It's the Cube >>with digital coverage of VM World 2020 brought to you by VM Ware and its Ecosystem partners. Welcome back to the Cube. Virtual 2020. Coverage of VM Ware, VM World 2020 Virtual. I'm Sean for your host of the Cube. Join with Dave Alonso. We got a great guest. Carol Carpenter, Who's the chief marketing officer of VM Ware Cube Alumni move from Google Cloud to VM Ware. Carol, great to see you. And thanks for coming on the Cube for VM World 2020. Virtual coverage. Thank you. >>Yeah. Thank you both for having me here. Delighted to be here. >>So we've talked about many times before, but you're very in the cloud. Native space. You know the market pretty well. I gotta ask you what attracted you to come to the end? Where what was the What was the reason? Now you're heading up marketing for VM. Where what was the driving force? >>Well, a few things, you know, Number one. I've always had a passion for this space. I love the cloud. I was involved in an early stage company prior to Google Cloud that really had the promise of helping people get enterprises, get to the cloud faster. Um, and when I, you know, look around and I Look which kind of which companies are shaping the future of technology? VM ware, Certainly one of those companies. Second reason goes without saying the people in the culture, incredible leadership and empowerment all throughout Vienna, where and it's it's quite exceptional. And the third is I really think customers are on a really tough journey. Um, and having been at a hyper scaler, having worked at places where you know, cos air in a more traditional legacy environment, it makes it made me realize like this is a tough journey. And I think the, um where is uniquely positioned to help enterprises with what is a complex journey, and it's a multi cloud world. I'm sure you know that our customers know it. And how do you make all these disparate systems and tools work together to deliver the business results? I believe the M where is uniquely positioned Thio. >>It's interesting. VM Ware is going to a whole nother level. We've been commenting on our analysis segments around the business performance, obviously, and the moves they've made over the years. This is our 11th VM world. Keep started 10 years. 11 years ago. Um, we've been seeing the moves so great. Technology moves, product moves, business performance. The relationship with the clouds is all in place. But then Cove, it hits, okay? And then all that gets accelerate even further because you've got, you know, companies that I have to use this downtime to re modernized. And some people get a tailwind with modern application opportunities. So it's interesting time to be, you know, on this trajectory with VM ware and the clouds, what's your thoughts? Because you join right in the middle of all this and you're in and I of the storm. What's your view on this? Because this is a, uh, forcing function for companies to not only accelerate the transformation, but to move faster. >>Yeah, for sure. You know, it's been an incredibly challenging time, I think for everyone, and I hope everyone who's watching and listening is safe. Um, you know, we talk about decades of progress being made in two weeks, and I guess that's the silver lining. If there is one, which is this ultimate work? Remote work from home that we've enabled and the work anywhere. It's been completely liberating in so many ways. Um, you know, it's an area where I look at, there's how we lead our teams and how do we maintain relationships with customers, which obviously requires a different type of interaction, of different type of outreach? And and then there's what are the solutions at scale And you know, im I pleased to say, like there were absolute big lifts in certain areas of our business, particularly around, you know, remote work and our digital workspace solutions, you know, really enabling companies to get thousands of workers up and running quickly. That, combined with our security solutions and our SD wan solution to really enable all of these remote homes to become thousands of remote offices. So there's all of that, which is incredibly positive. And at the same time, you know, I have to tell you, I joke, but I still haven't figured out where the bathroom is, you know, free three plus months. So that way I miss the human connection. I miss being able to just see people and give people a hug now and then when you want Thio >>e mean, VM. Where? Carol, It's amazing. Company. You mentioned the culture before. It really started as a workstation virtualization company, right? And then so many challenges, you know, and use a computing. You guys do an acquisition bringing Sanjay Poon in all of a sudden, you're the leader there cloud, you know, fumbled a little bit, but all of a sudden, the cloud strategy kicking on all cylinders, we see that, you know, growing like crazy. The networking piece, the storage piece you mentioned security, which is a amazing opportunity. Containers. They're gonna kill kill VM ware. Well, I guess. Guess what? We're embracing them. It seems like culturally vm where it just has this attitude of if there's a wave, you know, we're gonna ride it, we're gonna embrace it and figure out how to deliver value to our customers. What's your thinking on that? >>Yeah. I mean, it's such a VM ware, such an innovative company. And that is another reason that attracted me on disability to look at what customers need. Like, this is an incredibly were an incredibly customer centric company, listening to customers, understanding their needs and providing a bridge to where they need to go while also providing them the resiliency and needs they have today. That is what thrills me. And I think we have such an incredible opportunity to continue to drive that future innovation while also being that bridge. Um, I have to tell you, you know, I've known VM Ware for a long time, and what appealed to me is this broader portfolio and this opportunity to actually tell a broader business value story to be able to actually tell that story about not just digital transformation but business transformation. So that's what that's. That's the journey we're on and it's it's happening. It's really I mean, you look at all the customers, whether it's, you know, JPMorgan Chase to, um, a nonprofit like feeding America to, you know, large companies like Nike. It's really incredible the impact and value we could bring. And I feel that my job and the marketing team's job is, I tell them like they're all these diamonds in the backyard. It's just some of them are a little dirty, and some are they're just not fully revealed, and it's our job, todo and you know, dust them off and tell the story to help customers and prospects understand the value we could bring. >>That's how should we be thinking? How should we be thinking about that? That business value, transformation, business transformation? You you? Certainly when you think of an application's company that there's easily connect the dots. But how should we be thinking about VM Ware in that value chain? You an enabler for that transformation? Can you provide some color there? >>Yeah, let me give you some specific examples like Look at, um, so the addition of Tan Xue to the portfolio is what enables us to have these discussions that, let's face it, the only reason people need or want infrastructure is because they want to deploy an application. They want to write an application. They want to move an application. And Tan Xue, which is our container based, kubernetes based orchestration solution and lots more to it. That's what how it is in simple terms that gives us the ability to work with companies, lines of business as well as developers around riel. Business transformation. So two quick examples one. I can't say the name quite yet, but I think very large pharmaceutical company who wants to launch and have a mobile app to help patients. People who are taking Cove in 19 tests get the results, understand the results, ask questions about the results and have one place to go that's really powerful. And to be able to develop an app that is scale built for scale, built for enterprise, built to be resilient when patients are trying to get information. Um, in four weeks, I mean, that's pretty. That's quite incredible. Another example is, you know, very large e commerce company that, you know, you mentioned Cove it and some of the challenges we know retail has certainly been kind of, ah, tale of two cities, right? Some companies with lots of lift and others with real struggle in the physical world. But anyway, large retailer who had to within weeks flip to curbside pickup, Um, being able to look customers being able to look at inventory on demand, those kinds of capabilities required ah, wholesale rewrite of many of their e commerce applications. Again, that's a place where we can go in and we can talk to them about that. And by the way, as you know, the challenge is it's one thing to write and deploy an app, and then it's another to actually run it at scale, which then requires the networking, scalability and flexibility it requires. The virtual, um, storage. It requires all the other elements that we bring to the table. So I think that is the That's kind of the landing spot. But it's not the ending spot when we talk to customers. >>Carol talk about the challenge of VM World 2020 this year. It's not in person. It's one of them. It's an industry event. It's been one every year. It's a place where there's deep community, deep technical demos, beep deep discussions. Ah, lot of face to face hallway conversations. That's not happening. It's virtual. Um, you came right in the middle of all this. You guys pulled it together. Um, got a You got keynote sessions and thanks for including the Cube. We really appreciate that as well. But you have all this content. How did you handle that? And how's that going and and share some, uh, color on what it took to pull it off. And what's your expectation? >>Yeah, So you know. Yes. VM world is considered the gold standard when it comes to industry events. I mean, from the outside in this is the canonical I t event. And so I feel, really, you know, honored that this franchise is now in my hands and have an incredible team of people who obviously have been working on it for prior to my joining. So I just feel honored to be part of it. Um, this is going to be the world's largest VM world. And on the one hand, miss the energy in the room, Miss seeing people, everything you talked about, the serendipitous interactions that the food line or coffee bar. Um, but going virtual has so many benefits. Some of the things we were talking about earlier, the ability to reach many, many more people. This event is going to be 5 to 6 times larger than our physical event. And that's not even including the VM world that we're running in Asia in China. And the other thing that makes me super happy is that over 65% of our registrants and of the attendees here are actually first time VM world attendees. So this ability to broad in our tent and make it easier I mean, let's face it. You know, being able to fly, whether it was Vegas or San Francisco is originally planned. Stay in these expensive hotels and take that time it was. It's a big ask. So by going virtual, we actually have expanded our audience tremendously. Three other thing I am really excited about is we have 800 plus content sessions. We are following the sun. We have live Q and A after every session. We have really the best mobile app for any events, so I encourage you to take a look at that which does enable the chat interaction as well as you know, path funding through the many channels we have of contact. Its's Look, we're learning, and I'd love to follow up with you later to hear what you've learned because I know you've also been doing a lot. Virtually, I think the world is going to move to something that's more hybrid, some combination of virtual and small group, you know, in person, some local events of some sort. Um, but this one I'm super excited about, we we really have seen high engagement, and I just think, Well, I look forward to hearing everyone's feedback. E >>I think one of the things that we've been hearing is is that I can now go to the M world. I can participate now virtually it's it's kind of I would call First Generation writes me the Web early days. But you're right. I think it's gonna open up the eyes to a bigger community, access a bigger pool of data, bigger pool of interactions and community. And when they do come back face to face, people be ableto fly and meet people they met online. So we think this is gonna be a real trend where it's like the r A. Y of this virtual space is tremendous. You could do demos. You conserve yourselves, you could consume a demo, but then meet people face to face. >>And by the way, we have, you know, a tremendous number of fun activities. Hopefully you've taken part in some of them. Everything from puppy therapy Thio magic shows to yoga Thio Um you know John Legend legend performing. So I agree. I think the level personalization and ability to self serve is going to be out of this world. So yeah, it's just the best. >>Your event, just some key things that we can share with the audience. Cloud City has over 60 solution Demos Uh, there's a VM World challenge That's fun. There's also an ex Ask the expert section where you got Joe Beta and Ragu and other luminaries there to ask the questions of the That's the top talent in the company all online. And of course, you get the CTO Innovation keynote with Greg Lavender. So you know you're bringing the big guns out on display on it. Z free access. Um, it's awesome. Congratulations. We're looking forward Toa see, with the day that looks like after, So what's the story line for you? If you had to summarize out the VM World 2020 this year, what's coming out from the data? What are you hearing? Is the key themes, Actually, the tagline. You know, uh, you know, possible together, Digital foundation, unpredictable world. But what are you hearing, uh, in the virtual hallways? >>Well, a few things, but I'd say the top take away is that VM where has spread its wings, has embraced mawr of the different ICTY audiences and is driving business transformation for companies in new and pretty unique ways. What and then obviously like slew of announcements, new partnerships, new capabilities, everything around multi cloud we have. As you know, every single cloud provider is a partner on the security front, intrinsic security built in throughout the entire stack. The the other part that I I think it's super exciting are these partnerships were announcing everything from what we're doing with and video to make a i mawr accessible for enterprises in production to what we're doing around sassy, secure access Service Edge. Being able to provide a holistic, secure, distributed environment so that every worker, no matter where they are, every endpoint, every remote office could be fully secured. >>You know, in VM where is the gold standard of Of of the Ecosystem and VM world? Of course, they're all in the showcase and it was hard fought. I mean, it took a long time to get there, and you know, the challenges of building that. And now you mentioned in video. You see all these new tail winds coming in and and then I've seen companies launch at VM World. And so you know that ecosystem is, as I say, it is very difficult to build. But then becomes a huge asset because this just gives you so much leverage. A zone organization, your company's your partners, your customers. >>Thank you, Dave. Yeah, we're super excited. And I should say that like the partner and the ecosystem here is unparalleled. And our challenge is how do we provide? And you know, this Like, how do we provide the strategic vision and that practitioner level content? So we're gonna you know, that's what we're committed. Teoh is making sure that our practitioners get everything they need in every every area of expertise, as well as making sure we're conveying our business story. >>Carol, thanks so much for coming on. Really appreciate the inside one final question for you as we get through this crisis soon hybrid comes back for events, certainly. But as the CMO the next gen story, you now have a chief customer officer. We interviewed him. Well, the n words go to the next level. What's your goals? What are you trying to accomplish? And you've got a lot of things going on. Certainly a big story to tell. A lot of ingredients. Toe kinda cook a great, great story here. What's your goals? See him over the next year. >>You know, my goal is to help drive the business transformation and you've heard it from Submit. You've heard it from others at this point. But really, you know, the company is going We're going through a dramatic transformation from being, you know, ah, license on Prem Company to being a multi cloud, modern SAS company. So my goal is to support that. And that means modernizing the way we do marketing which, you know, you say, Well, what does that mean? It means customer focus, customer lifecycle marketing. It means agility, being able to actually use data to drive how we interact with customers and users so that they have those great experiences and they continue to use the product and Dr Adoption and Growth. And the other part of it is, um, b two b marketing, as you may or may not have noticed, is incredibly boring and dull. And I know I'm guilty of this, too. We get caught up in a lot of but jargon and the language, and I am on a mission that we're going to do great B two B marketing that helps customers understand what we do and where we express the value simply clearly and in in differentiated way. >>That's awesome. >>Yeah, Why should the consumer guys have all the fun? Right? >>Right, Well, and that's part of being, by the way a SAS or subscription company is. Everything we do needs to be consumer simple at scale and with the secure ability and the reliability of what an enterprise means. >>Well, I got to tell you that the irony of all this virtual ization of the world with Covic virtual events e one of the big surprise is we're gonna be looking back at is how much it's opened up Thio Mawr audiences and new ways of modernizing and taking advantage of that. Certainly with content in community, you guys are well positioned. Congratulations for a great event. Thank you for coming on and sharing your insights, and we'll keep in touch. We'll try. We'll try to make it exciting, Mister Cube. Thank you. Appreciate >>it. Thank you. Awesome. Thank you. Thank you, John. >>I'm Jennifer David. Lot Cube. Coverage of the M 2020 Virtual. This is the Virtual Cube. Have now virtual sets everywhere. All around the world. It's global. Thanks for watching

(soft music) >> Announcer: From around the globe, it's theCUBE with digital coverage of VMworld 2020. Brought to you by VMware and its ecosystem partners. >> Hello everyone, welcome to theCUBE's coverage of VMworld 2020. This is a virtual conferences as theCUBE. I'm John Furrier, your host, with Stu Miniman,Dave Vellante. We are in theCUBE virtual studios in Palo Alto, California, as well as in the Boston area. Stu, Dave in 2010 was our first VMworld. This is now 2020. What an unpredictable world. In fact, day one summary here for VMworld. This is the theme, a digital foundation for an unpredictable world, What a run? And again let's do a quick summary of day one security multicloud AI machine learning, hybrid cloud, modern apps, and networking is the theme. Dave, your reaction to day one. >> Well, you know, as usual, VMware has a bunch of announcements at its big show. And I guess I would say that one of the top jobs of a CEO is time expansion. And if you look at these announcements, I mean, Pat Gelsinger said, you got to ride the waves or you going to be driftwood. And they have done a phenomenal job of translating engineering into new opportunities and delivering customer value around that. And if you look at networking, the acquisition of NYSERDA and the early part of last decade, you know, multi-cloud is a huge opportunity for them. They're clearly a big player in that space security with the acquisition of carbon black, they've made Kubernetes security, acquisitions and others, there are app defenses in there. So they're going after security. They haven't, you know, made the Mark that they want to make yet, you know, modern apps. It's all about, you know, keeping VMware relevant, you know, project Monterey in hybrid cloud. They're obviously going to be a leader in hybrid cloud. And then the partnership with Nvidia and machine learning AI, it's kind of a checkbox, but VMware is such a huge install base. Everybody wants to do business with them and everybody wants to do business with Nvidia. So to me again, excellent job of time expansion and delivering customer value. >> And Stu, I want to talk about the VM world, you know, with a part of the experience of being there in person this year, there is no VMworld it's virtual. Normally you have the hang space. Do you have the two cube sets here, we have a link to the cube assets. All of our interviews that we normally do at the two sets, go check out the main link but everything is laid out on the webpage. You got cloud city more than 60 solution demos. There's a ton of content So it's kind of an asynchronous, but trying to pick up but a big gap there for normally, which is a real robust expo floor hang space. It's all virtual. Now they got to ask the experts, some other things with Ragu and Joe Beta among other experts, but a different field this year Stu. >> Yeah, definitely. John. I mean, this is one of those must see shows for just a huge ecosystem. We've seen that collision of ecosystem for the last few years. Of course, the epic partnership of VMware and AWS really has dominated a lot of the discussion in the last few years in this ecosystem. So everybody's going to the cloud. We've seen big adoption of the VMware cloud not just on AWS, but Dave touched on some of the announcements here, like with Anjou it's GA with AWS, they're expanding with not only Microsoft Azure but even Oracle OCI. And John. One of the things we look at is, you know, who's driving that innovation change. We've seen a big push by VMware to go deep into cloud native and who's leading that? you know, Joe beta who've we known from the early days of Kubernetes. So much of theCUBE ecosystem is now part of VMware, Greg lavender, the CTO. He was most recently in industry helping transformation of some large companies. And that's the challenge that VMware has going from their dominant position in the data center to live in these cloud environments. We know from a technology standpoint. A VM container bare metal, you can use whatever makes sense, build your applications, go faster, go faster. So, a big change there and the community John, it is greatly distributed and in highly diverse, lots of pockets of interesting conversations, always you're right. So, you know, how do we replicate the hallway track? There's some good things we've seen this week and we're all learning here in the 2020 environment. >> Yeah, we normally we'd be like yelling over the bands and people trampling to see the concert. John legend is going to be playing really quickly in the next few minutes. Dave final word here because the innovation strategy of VMware has to be on full display in this unpredictable world, multicloud AI. It's crazy right now, huge opportunity, big tailwinds cloud native with the snowflake IPO and just ongoing surge. Your thoughts. >> Well, I'll just, tease some of the conversation we're going to have in our deeper analysis on the cube and the cube.net is really that hybrid that Stu talked about. And we're seeing VMware cloud on AWS, really rocket, and we're seeing VMware cloud foundation and the other foundational elements of VMware cloud it's showing up with the data is really having some traction. So that's something that I'm watching very closely. >> Guys. Thanks so much. I know we're part of a virtual program. Thank the VMworld for including us in the virtual program, thanks to the community for all the support of the past 10 years, 2010 was our first Cuba VMworld. Now it's 2020. Thanks for watching.

>> the stage with rail Farrell and Greg Lavender. They had a kind of landscape there of 21 new technologies that are super interesting. I geek out, get excited about any fading. Hey, guys. >> Hey, you're watching live coverage of the M World 2019 on the Cube, the global leader in high tech coverage.

>> Narrator: Live, from San Francisco, celebrating 10 years of high tech coverage, it's theCUBE, covering VMWorld 2019. Brought to you by VMWare and its ecosystem partners. >> Hey welcome back to theCUBE live here in San Francisco for VMWorld 2019. I'm John Furrier with Dave Vellante For CUBE coverage live. We're here with Michael Dell, founder and CEO of Dell Technologies. Great to see you. >> Great to be back with you guys. Thank you guys for all the great coverage here at VMWorld. >> Thanks for coming on. >> And being here. >> I know you're super busy, got a lot of time. So let's get right to it. You're not on stage, you haven't been involved in the keynotes, it's been pretty much a VMWare show, but Pivotal being bought by VMWare, big news, Carbon Black, those were the acquisitions coming in that got everyone abuzz, but there's a lot of technical integrations going on with VMWare, as Dave called it once, the crown jewel for you. >> I agree. >> What's goin' on? I mean, what's inside your head right now? Share what's goin' on. What's on the chess board? >> Well, you know, if we step back to 2015 when we announced the combination and fast forward to today to 2019 we're really delighted with, you know, the progress, and, you know, how we've been able to bring the Dell Technologies family together, the great progress and innovation going on here at VMWorld. You know, you see it on stage, and you know, more today as well. Integrating Kubernetes right inside of vSphere. You know, that's super important. Obviously bringing together the developer and the infrastructure, you know, with build, run, manage, connect, and protect, all the progress we're making at the network layer with NSX, with security, with Carbon Black, and all things Dell are powered by VMWare, so our Dell Technologies cloud vision, the multi-cloud vision, again, think about it from the perspective of the customer. We always start with the customer. Customer is looking for a developer-centric environment that is location agnostic, right? And they don't want to get locked in, and when you think about computing, increasingly it's highly distributed. Right, you got Edge, you got all sorts of clouds, you got software as a service, and how do you seamlessly move things around. And VMWare Cloud Foundation is the perfect substrate to be able to manage in that >> I want to get into that-- >> Future world. >> I want to get into the whole the spare parts comin' together. You guys are pulling a lot together with Dell Technologies, but first I want to say that this is our tenth year covering VMWorld, it's our 10th year-- >> Congratulations, thank you. >> This is the last show standing, 'cause the first show we did was EMC World, which you bought, so that's technically part of Dell Technologies. We've been covering theCUBE, when we first met you-- >> Still there, it's just now even bigger. >> Don: It's even bigger. >> When we first met you you were a public company, and I remember we had conversations around going private and some of the things that you saw and you wanted to do, you're doing them. So we're now five, six years into that. You've been number one in a lot of categories. You like to talk about, we're number one in service, we're number one in storage. You've been number one in a lot of those things that you used to compete and still do. Now the game has changed, the platform of cloud is certainly there, you're bringing all these piece parts together. Not easy, I mean it's, you look at it, it looks obvious on the surface, but it's not obvious putting it together. This is kind of what's happening right now. This seems to be the top story for Dell Technologies. You're bringing the collection of Dell plus VMWare and new stuff into the fold. Is that the right kind of way to categorize it? >> You know, I think if you, if you look at it as a trajectory it's all very clear and it's not really that different from the vision that we laid out in 2015 and 2016. And certainly we were given a incredible opportunity to be able to bring, you know, EMC and VMWare into the Dell Tech family, along with Pivotal, and it's resonated with customers. We've had incredible revenue synergies, and I couldn't be more excited about the level of innovation that we're driving, and the feedback we're getting from customers continues to be quite positive. And you know, what I see out there, looking out, you know, five years, 10 years, is this boom in Edge computing. And I think there again it plays to our strengths and how do we enable this digital future for our customers, you know, and to be able to unleash all this data to enable humanity, and that's why we built this company. >> So as it relates to the Edge, and one of the areas that you're not number one in, one of the few, is public cloud. So you're kind of redefining the notion of cloud with multi-cloud. So I wonder how you think about that opportunity. You're known for go big or go home, you like big markets, how do you look at the total market for multi-cloud and Edge and as it relates to sort of the existing on prem business, the public cloud growth that you're seeing, what do you see for that multi-cloud/Edge new cloud opportunity? >> Well, since we're here at VMWorld, right, VMWare has about 70 million workloads. I think that's actually bigger than the public cloud, right? You can correct me if I'm wrong, right? >> Yeah, I mean they are, look, on-prem's way bigger than the public cloud, right? No question. >> Exactly, and what's happening, of course is-- >> Are grown faster, sorry, but it's much much bigger. >> The line is blurring between, you know, what's a public cloud, what's a hybrid cloud, multi-cloud, Edge, and so, look, our opportunity is to really make all that go away for customers and allow them to choose and express our unique value add in whatever form the customer wants to use it. So you've seen us align with all the public clouds. You know, you're seeing us take steps in the Edge. We're continuing to improve the on-premise systems. You know, with project dimension now it's the VMWare cloud on Dell EMC that we're managing for you. And it's on-demand, it's consumption, and it's consumed just like a public cloud. >> And I (voice muffled) numbers there. >> It's all coming together and who's got a better capability and position than we have? >> Well that's what I was getting at about the piece parts being put together, bringing the spare parts, because I would agree that the on-premise is bigger than the public cloud, but, you know, it's like it's a declining old technology that's being refreshed so you have the customers looking at, you know, that's why containers are popular. You can put containers around legacy. But those technologies have to transform into new ones. This is the cloud platform, I think, opportunity, and so you guys now have VMWare cloud on Dell EMC, which is what looks like it's a managed service for the on-prem as kind of a starting point to kind of re-platform IT or the enterprise because, yeah, it's a big market that's declining or transforming, the spends there, but it might not be the same as it was before. You know what I'm saying? So that's kind of where we see that. Your thoughts on that dynamic. >> Customers don't want to be locked into a particular way of doing things, and if you think about workloads and containers and where these things will reside, one thing we know is it'll change over time, right? And new requirements, security regulation, performance, cost, et cetera. We see things moving back and forth, and I maintain that when we're here on theCUBE, you know, at the 15-year anniversary or the 20-year anniversary, we'll be talking about the Edge being bigger than all the clouds combined. >> Yeah, I like that Edge story. One of the things I want to get thoughts on, you said on theCUBE last year, data tsunami. You've always been pro data, that the data piece is a critical aspect of this new equation. There seems to be a competitive battle for what I call the control plane of data. That's my words, no one has really written that up yet, but data is a strategic asset when you're dealing with applications, whether it's, you know, cloud native and/or on-premise using microservices, but Edge, certainly in data, is a critical thing, too. Do you move compute to the Edge? Do you have data at the Edge? So data's a critical ingredient in all this. What's update in your mind in terms of how that's changed or is it still the same course? What's the current vision of the data role? >> I think it is the critical ingredient. I mean, that's sort of the plot, right? And when you think about neural networks and machine learning and AI and all of those great tools, they're nothing without the data, and we're just at the beginning, you know, we're in the pre-game show of 5G. And we have an increasingly intelligent and connected world, and so, you know, if you think you have a lot of data now, in five years from now you have a thousand times more, and so we're building out this infrastructure to enable, you know, humanity to really bring value from that data. >> Michael, when you bought EMC, I was having a conversation with one of your, CEOs of one of your competitors, and that individual said that, well, Dell's not going to be able to buy companies anymore 'cause of all this debt. And I said, well, what about VMWare? >> How about 40 companies in the last four or five years? There you go. >> So my question to you is around M and A, you obviously as Dell, you bought a lot of companies, Joe Tucci before you bought a lot of companies. Now you and Pat are buying a lot of companies. You've learned a lot about M and A. What do you look for, and what have you learned, what do you look for? I'm sure you've made some mistakes along the way, but what do you look for in M and A? I mean, what's the secret sauce as to how you're successful in M and A? >> Well what we don't do is wake up in the morning and say, "Let's go find a company to buy." Okay? We actually start with the strategy of the company and what are we trying to accomplish and what is the strategic intent and the problems that we're trying to solve on behalf of our customers? And, there are many ways to do that, right? We have organic innovation, you know, the list of the top, you know, patent holders and producers just came out for 2018. We were ranked number 12 of all companies in the entire world. That's pretty good, you know? Up from number 18 the year before. You know, we were a couple patents behind Apple, and, you know, our organic innovation engine is very very strong. Then we have partnerships, right? We're not going to do everything ourselves, right? Look out there at the expo you see every company in the industry is part of the VMWare ecosystem, love it, fantastic, right? Then we have investments. We have our Dell Technologies capital. And we're continuing to make investments. We're going to announce another one here, it'll probably get your attention, in the compute space, in the AI space. And we continue to sort of shoot ahead, you know, three to five years into the future with these new investments. And then of course, acquisitions are also a tool to accelerate. And if you think about how we built NSX and adding new capabilities into the software-defined network, which I continue to believe is an enormous opportunity that we're incredibly well positioned for. So we have a platform to add new capabilities, but you know, acquisitions are just one of the factors. (voices muffled) >> Well and you also have some dry powder, if I may, and it relates to this, that you haven't really pulled the trigger on yet, which is Dell Boomi, Secureworks, and RSA. I mean these are assets that, you know, it's not exactly clear where they fit in the whole family. You have a lot of options there. I don't know what you can share about those. >> You are correct, we do have a lot of options, and we have some great assets that continue to grow. You know, Boomi continues to boom a long, and adding thousands of colors and continues to be, you know, quite well adopted. But here at VMWorld super excited about the ability to bring together Kubernetes and Pivotal and VMWare all together. You know, I think, you know, if you look at the endpoint business on a revenue basis nobody has a bigger endpoint business than Dell Technologies, all right? And you know, with what we're doing in Workspace ONE, which was already having great momentum, and now with Carbon Black, the ability to secure those endpoints, which are increasingly very diverse, as we were talking about before. You know, our capabilities continue to expand. >> You guys have done a great job. I mean, Dave and I were commenting, the shareholder value, stakeholder value, both shareholder and stakeholder that you've done, went private, then went public, all this financial success, congratulations, but I want to talk about Pat Gelsinger and VMWare because we were commenting during the vCloud Air transition before the Amazon relationship where, you know, Pat saw the wave, he's like, look it, we got to go and make a, clean this mess up. Those weren't his exact words, but something along those lines. They made, the team looked at Amazon, partnered with Amazon. Since then the VMWare stock price shareholder value (voice muffled) so all good moves around, so you know, props to everyone, but the whole tech for good thing is now part of, I want to get your thoughts on this because this backlash against tech these days, right? And I thought Pat's keynote yesterday was clever to point that out that it's the neutral opportunity to shape it. This is now a big part of, it's not window dressing anymore, this isn't about just throw some niches out there, this is part of corporate culture that is directly relevant to some of the political wins happening. Your thoughts on balancing and shaping tech for good and leveraging the financial success, the stakeholder success, not just shareholder, your thoughts. Right, well first of all I think the biggest thing that we can do is to, you know, use all this data to enable humanity in a positive way, right? And that's sort of our core mission as a company and what we do. I think as Pat correctly pointed out, you know, AI doesn't wake up in the morning and say today I'm going to be bad or today I'm going to be good. It's what do we as humans ask these things to do? And you know, storytellers are good at scaring people, and as long as there have been humans telling stories to each other, we've been fearful of new things, right? But the reality is that the vast majority of technology is used for good. I do think there are some companies in today's world that have been looking the other way because they've been minting money. >> We know who they are (chuckling). >> By using customers' data and they're exploiting their privacy in a way that is not good. And, you know, I think they're going to be subject to regulation and, you know, the rules will change. We're not one of those, right? >> If I may, I mean, look, the tech industry, yes, there's some examples, but the tech industry in general has, I think it got a bad wrap. And I'm glad that people like yourselves and leaders like yourself are sort of saying, hey, we actually are doing good. Here's some examples, and really leaning into that because I would say, on balance, the contribution to society of tech has far outweighed the negative. >> And look, the way we've always approached this is to say, you know, what do, you know, what is the best possible thing that we could be doing here? And, you know, if we're waiting for a regulator to show up and tell us that we did it wrong, that's completely the wrong answer, right? So if you look at, for example, in our sustainability and, you know, the environment, we're way, way ahead of any rules or things. You know, we're proactively thinking about how do we dramatically improve our footprint and the materials and the energy consumption, and certainly we have legions of stories about how technology and genomics research and disaster recovery in, you know, imaging to, you know, understand, you know, what's going on across the globe is having an enormous positive difference. >> One of the things you mentioned about the Facebook example, you didn't actually say Facebook, but it pretty much was Facebook, was it was weaponized and there was some digital damage and some collateral damage, but when you talk about Edge computing one of the national defense security concerns is when it's not just malware attacks we're worried about to steal credit cards, there's take over of actually machines. So the industrial IoT piece of it, there's a lot of concerns around the role of leaders like yourself and companies around national defense because with the ransomware of 13 cities hit, was that cyber? Was that intentional? Was that just blackmail? We don't know. I mean, you take over a self-driving car and you can make it do something. That's lives are now in danger, not just credit card data. So the whole discussion around cyber defense becomes now a topic that politicians are not really that qualified to address right now. >> Well, it's-- >> The role of our industry is changing. >> Yeah, it's something we spend a lot of time on, and obviously with RSA and Secureworks and the intrinsic security that we build into our software and hardware infrastructure solutions, we spend a lot of time on this. You're absolutely right as everything becomes intelligent and connected, the attack surface and the vulnerabilities also become much, much larger. So we have a real responsibility not only in securing our supply chain, but in securing all of those, you know, devices and virtual machines, the containers that are out there running the infrastructure of the world. I mean, we have about half of the world's mission critical, you know, organizations are running their most important things on Dell Technologies. >> It's great that you've been proactive, having good judgment as a corporate citizen. I think that's a great leadership, congratulations, and that's something that everyone should emulate. My final question for you is what are you excited about right now? I mean, a lot going on. You got a spring to your step. VMWare stock is still at a high, even a little dip here with some of the political landscape going on, but still, a lot of integration. New techs happening. You got Kubernetes, you got a lot more on top of that with microservices. You got 5G, as you mentioned, is pregaming right now. But a lot of other stuff is going on. What are you most excited about? >> Well, you rattled off several of them. I think, you know, on-- >> Pick your favorite. >> The stage with Ray O'Farrell and Greg Lavender, they had a kind of landscape there of 21 new technologies that are super interesting. I could geek out and get excited about any, any >> your favorite. >> Any one of those. You know, look-- >> Hey, hey guys, it's my turn. >> Hey. >> Hey. >> You ran over here, my turn. >> John: Okay, all right. (voices muffled) >> Did he do okay? >> He did good. >> Good, okay. Thank you, Michael. >> Sure thing. We ready to let you take over? >> All right. >> Come on in. Mic him up. I think he's got to go. Michael's got to go? Okay, well, Pat's on deck here. >> I'm saying 5G, very excited about 5G. >> Pat want to get in the batter's box here. He wants to get into the game. >> It's 5G, data explosion. >> Michael, thanks for, thanks for joining us. Really appreciate it. >> Absolutely. >> We'll be back with Pat Gelsinger who's on set right now, ready to go. We'll be right back. (light techno music)