Anurag Gupta, Shoreline io | AWS re:Invent 2022 - Global Startup Program
(gentle music) >> Now welcome back to theCUBE, everyone. I'm John Walls, and once again, we're glad to have you here for AWS re:Invent 22. Our coverage continues here on Thursday, day three, of what has been a jam-packed week of tech and AWS, of course, has been the great host for this. It's now a pleasure to welcome in Anurag Gupta, who is the founder and CEO of Shoreline, joining us here as part of the AWS Global Showcase Startup Program, and Anurag, good to see you, sir. Thanks for joining us. >> Thank you so much. >> Tell us about Shoreline, about what you're up to. >> So we're a DevOps company. We're really focused on repairing issues. If you think about it, there are a ton DevOps companies and we all went to the cloud in order to gain faster innovation and by and large check. Then all of the things involved in getting things into production, artifact generation, testing, configuration management, deployment, also by and large, automated. Now pity the poor SRE who's getting the deluge of stuff on them, every week, every two days, sometimes multiple times a day, and it's complicated, right? Kubernetes, VMs, lots of services, multiple clouds, sometimes, and you know, they need to know a little bit about everything. And you know what, there are a ton of companies that actually help you with what we call Day-2 Ops. It's just that most of them help you with observability, telling you what's gone wrong, or incident management, routing something to someone. But you know, back when I was at AWS, I never got really that excited about one more dashboard to look at or one more like better ticket routing. What used to really excite me was having some issue extinguished forever. And if you think about it, like the first five minutes of an incident are detecting and routing. The next hour, two hours, is some human being going in and fixing it, so that feels like the big opportunity to reduce, so hopefully we can talk a little bit about different ways that one can do that. >> What about Day-2 Ops? Just tell me about how you define that. >> So I basically define it as once the software goes into a production, just making sure things stay up and are healthy and you're resilient and you don't get errors and all of those sorts of things because everything breaks sooner or later, you know, to a greater or lesser degree. >> Especially that SRE you're talking about, right? >> Yeah. >> So let's go back to that scenario. Yeah, you pity the poor soul because they do have to be a little expert in everything. >> Exactly. >> And that's really challenging and we all know that, that's really hard. So how do you go about trying to lighten that burden, then? >> So when you look at the numbers, about somewhere between 40% to even 95% of the alarms that fire, the alerts that fire, are false positives and that's crazy. Why is someone waking up just to deal with? >> It's a lot of wasted time, isn't it? >> A lot of wasted time. And you know, you're also training someone into what I call ClickOps, just to go in and click the button and resolve it and you don't actually know if it was the false positive or it's the rare real positive, and so that's a challenge, right? And so the first thing to do is to figure out where the false positives are. Like, let's say Datadog tells you that CPU is high and alarms. Is that a good thing or a bad thing? It's hard for them to tell, right? But you have to then introspect it into something precise like, oh, CPU is high, but response times are standard and the request rate is high. Okay, that's a good thing. I'm going to ignore this. Or CPU is high, but it kind of resolves itself, so I'm going to not wake anybody up. Or CPU is high and oh, it's the darn JVM starting to garbage collect again, so let me go and take a heap dump and give that to my dev team and then bounce the JVM and you know, without waking anybody up, or CPU is high, I have no idea what's going on. Now it's time to wake somebody up. You know, what you want to use humans for is the ability to think about novel stuff, not to do repetitive stuff, so that's the first step. The second step is, about 40% of what remains is repetitive and straightforward. So like a disk is full, I'd better clean up the garbage on the disk or maybe grow the disk. People shouldn't wake up to deal to grow a disk. And so for that, what you want to do is just have those sorts of things get automated away. One of the nice things about Shoreline is, is that we take the experience in what we build for one company, and if they're willing, provide it to everybody else. Our belief is, a central tenant is, if someone somewhere fixes something, everyone everywhere should gain the benefit because we all sit on the same three clouds, we all sit on the same set of database infrastructure, et cetera. We should all get the same benefits. Why do we have to scar our own backs rather than benefiting from somebody else's scar tissue, so that's the second thing. The third thing is, okay, let's say it's not straightforward, not something I've seen before, then in that case, what often happens is on average like eight people get involved. You know, it initially goes to L1 support or L1 ops and, but they don't necessarily know because, as you say, the environment's complex. And so, you know, they go into Slack and they say, "At here, can somebody help me with this?" And those things take a much longer time, so wouldn't it be better that if your best SRE is able to say, "Hey, check these 20 things and then run these actions." We could convert that into like a Jupyter Notebook where you could say the incident got fired I pre-populated all the diagnostics, and then I tell people very precisely, "If you see this, run this, et cetera." Like a wiki, but actually something you could run right in this product. And then, you know, last piece of the puzzle, the smaller piece, is sometimes new things happen and when something new happens, what you want is sort of the central tech of Shoreline, which is parallel distributed, real-time debugging. And so the ability to do, you know, execute a command across your fleet rather than individual boxes so that you can say something like, "I'm hearing that my credit card app is slow. For everything tagged as being part of my credit card app, please run for everything that's running over 90% CPU, please run a top command." And so, you know, then you can run in the same time on one host as you can on 30,000 and that helps a lot. So that's the core of what we do. People use us for all sorts of things, also preventative maintenance, you know, just the proactive regular things. You know, like your car, you do an oil change, well, you know, you need to rotate your certs, certificates. You need to make sure that, you know, there isn't drift in your configurations, there isn't drift in your software. There's also security elements to it, right? You want to make sure that you aren't getting weird inbound/outbound traffic across to ports you don't expect to be open. You don't want to have these processes running, you know, maybe something's bad. And so that's all the kind of weird anomaly detection that's easy to do if you run things in a distributed parallel way across everything. That's super hard to do if you have to go and Whac-A-Mole across one box after the next. >> Well, which leads to a question just in terms of setting priorities then, which is what you're talking about helping companies establish priorities, this hierarchy of level one warning, level two, level three, level four. Sounds like that should be a basic, right? But you're saying that's not, that's not really happening in the enterprise. >> Well, you know, I would say that if you hadn't automated deployments, you should do that first. If you haven't automated your testing pipeline, shame on you, you should do that like a year ago. But now it's time to help people in production because you've done that other work and people are suffering. You know, the crazy thing about the cloud is, is that companies spend about three times more on the human beings to operate their cloud infrastructure as on the cloud infrastructure itself. I've yet to hear anybody say that their cloud bill is too low, you know, so, you know, there's a clearer savings also available. And you know, back when I was at AWS, obviously I had to keep the lights on too, but you know, I had to do that, but it's kind of a tax on my engineers and I'd really spend, prefer to spend the head count on innovation, on doing things that delight my customers. You never delight your customers by keeping the lights on, you just avoid irritating them by turning 'em off, right? >> So why are companies so fixed in on spending so much time on manually repairing things and not looking for these kinds of little, much more elegant solution and cost-efficient, time-saving, so on so forth. >> Yeah, I think there just hasn't been very much in this space as yet because it's a hard, hard problem to solve. You know, automation's a little bit scary and that's the reality of it and the way you make it less scary is by proving it out, by doing the simple things first, like reducing the alert fatigue, you know, that's easy. You know, providing notebooks to people so that they can click things and do things in a straightforward way. That's pretty easy. The full automation, that's kind of the North Star, that's what we aspire to do. But you know, people get there over time and one of our customers had 700 instances of this particular incident solved for them last week. You imagine how many human beings would've been doing it otherwise, you know? >> Right. >> That's just one thing, you know? >> How many did it take the build a pyramid? How many decades did that take, right? You had an announcement this week. I don't think we've talked about that. >> No, yeah, so we just announced Incident Insights, which is a free product that lets people plug into initially PagerDuty and pretty soon the Opsgenie ServiceNow, et cetera. And what you can do is, is you give us an API key read-only and we will suck your PagerDuty data out. We apply some lightweight ML unsupervised learning, and in a couple of minutes, we categorize all of your incidents so that you can understand which are the ones that happen most often and are getting resolved really quickly. That's ClickOps, right? Those alarms shouldn't fire. Which are the ones that involve a lot of people? Those are good candidates to build a notebook. Which are the ones that happen again and again and again? Those are good candidates for automation. And so, I think one of the challenges people have is, is that they don't actually know what their teams are doing and so this is intended to provide them that visibility. One of our very first customers was doing the beta test for us on it. He used to tell us he had about 100 tickets, incidents a week. You know, he brought this tool in and he had 2,100 last week and was all, you know, like these false alarms, so while he's giving us- >> That was eye opening for him to see that, sure. >> And why he's, you know, looking at it, you know, he's just like filing Jiras to say, "Oh, change this threshold, cancel this alarm forever." You know, all of that kind of stuff. Before you get to do the fancy work, you got to clean your room before you get to do anything else, right? >> Right, right, dinner before dessert, basically. >> There you go. >> Hey, thanks for the insights on this and again the name of the new product, by the way, is... >> Incident Insights. >> Incident Insights. >> Totally free. >> Free. >> Yeah, it takes a couple of minutes to set up. Go to the website, Shoreline.io/insight and you can be up and running in a couple of minutes. >> Outstanding, again, the company is Shoreline. This is Anurag Gupta, and thank you for being with us. We appreciate it. >> Appreciate it, thank you. >> Glad to have to here on theCUBE. Back with more from AWA re:Invent 22. You're watching theCUBE, the leader in high-tech coverage. (gentle music)
SUMMARY :
of the AWS Global Showcase about what you're up to. But you know, back when I was at AWS, Just tell me about how you define that. and you don't get errors Yeah, you pity the poor soul So how do you go about trying So when you look at the numbers, And so the ability to do, you know, in the enterprise. And you know, back when I was at AWS, and not looking for these kinds of little, and the way you make it less the build a pyramid? and was all, you know, for him to see that, sure. And why he's, you know, before dessert, basically. and again the name of the new and you can be up and running thank you for being with us. Glad to have to here on theCUBE.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
John Walls | PERSON | 0.99+ |
Shoreline | ORGANIZATION | 0.99+ |
Anurag Gupta | PERSON | 0.99+ |
Thursday | DATE | 0.99+ |
2,100 | QUANTITY | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
700 instances | QUANTITY | 0.99+ |
Anurag | PERSON | 0.99+ |
20 things | QUANTITY | 0.99+ |
last week | DATE | 0.99+ |
first step | QUANTITY | 0.99+ |
Jiras | PERSON | 0.99+ |
second thing | QUANTITY | 0.99+ |
30,000 | QUANTITY | 0.99+ |
two hours | QUANTITY | 0.99+ |
eight people | QUANTITY | 0.99+ |
second step | QUANTITY | 0.99+ |
95% | QUANTITY | 0.99+ |
40% | QUANTITY | 0.99+ |
third thing | QUANTITY | 0.99+ |
one box | QUANTITY | 0.99+ |
about 100 tickets | QUANTITY | 0.98+ |
first five minutes | QUANTITY | 0.98+ |
One | QUANTITY | 0.98+ |
one | QUANTITY | 0.98+ |
one thing | QUANTITY | 0.97+ |
this week | DATE | 0.97+ |
one company | QUANTITY | 0.97+ |
a year ago | DATE | 0.96+ |
first thing | QUANTITY | 0.96+ |
first | QUANTITY | 0.96+ |
Shoreline.io/insight | OTHER | 0.96+ |
SRE | ORGANIZATION | 0.95+ |
about three times | QUANTITY | 0.95+ |
three clouds | QUANTITY | 0.95+ |
Jupyter | ORGANIZATION | 0.94+ |
Datadog | ORGANIZATION | 0.94+ |
over 90% CPU | QUANTITY | 0.93+ |
one host | QUANTITY | 0.93+ |
Global Showcase Startup Program | EVENT | 0.92+ |
about 40% | QUANTITY | 0.91+ |
level four | QUANTITY | 0.91+ |
a week | QUANTITY | 0.9+ |
first customers | QUANTITY | 0.9+ |
one more | QUANTITY | 0.89+ |
every two days | QUANTITY | 0.86+ |
level three | QUANTITY | 0.86+ |
level one | QUANTITY | 0.85+ |
Day | QUANTITY | 0.85+ |
PagerDuty | ORGANIZATION | 0.84+ |
level two | QUANTITY | 0.81+ |
re:Invent 2022 - Global Startup Program | TITLE | 0.8+ |
Shoreline io | ORGANIZATION | 0.78+ |
Incident | ORGANIZATION | 0.73+ |
ClickOps | ORGANIZATION | 0.71+ |
Day | TITLE | 0.7+ |
times a day | QUANTITY | 0.69+ |
theCUBE | ORGANIZATION | 0.67+ |
next hour | DATE | 0.66+ |
2 | TITLE | 0.65+ |
theCUBE | TITLE | 0.63+ |
Kubernetes | TITLE | 0.62+ |
day three | QUANTITY | 0.62+ |
every | QUANTITY | 0.6+ |
ton of companies | QUANTITY | 0.6+ |
Invent 22 | TITLE | 0.59+ |
Star | LOCATION | 0.59+ |
Opsgenie | ORGANIZATION | 0.57+ |
AWA | ORGANIZATION | 0.57+ |
Invent | EVENT | 0.53+ |
Slack | TITLE | 0.52+ |
PagerDuty | TITLE | 0.48+ |
22 | TITLE | 0.46+ |
2 | QUANTITY | 0.43+ |
L1 | ORGANIZATION | 0.33+ |
ServiceNow | COMMERCIAL_ITEM | 0.32+ |
re | EVENT | 0.27+ |
Ajay Gupta, State of California DMV | UiPath Forward 5
>>The Cube presents UI Path Forward five. Brought to you by UI Path. >>We're back the cube's coverage of UI path forward. Five. And we're live. Dave Velante with Dave Nicholson. AJ Gupta is here. He's the Chief Digital Transformation Officer at the Motor Vehicles of California dmv. Welcome Jay. Good to see you. >>Thank you. >>Good to see you. Wow, you, you have an interesting job. I would just say, you know, I've been to going to conferences for a long time. I remember early last decade, Frank Sluman put up a slide. People ho hanging out, waiting outside the California dmv. You were the butt of many jokes, but we have a happy customer here, so we're gonna get it to your taste >>Of it. Yeah, very happy >>Customer, obviously transform the organization. I think it's pretty clear from our conversations that that automation has played a role in that. But first of all, tell us about yourself, your role and what's going on at the dmv. >>Sure. Myself, a j Gupta, I am the Chief Digital Transformation Officer at the dmv. Somewhat of i, one would say a made up title, but Governor's office asked me, Okay, we need help. And that's what >>Your title though? >>Yeah, yeah. So I'm like, well we are doing business and technology transformation. So that's, that's what I've been doing for the last three years at the dmv. Before that I was in private sector for 25 years, decided first time to give back cuz I was mostly doing public sector consulting. So here I am. >>Okay. So you knew the industry and that's cool that you wanted to give back because I mean obviously you just, in talking off camera, you're smart, you're very cogent and you know, a lot of times people in the private sector, they don't want to go work in the, in the public sector unless they're, unless they're power crazy, you know? Anyway, so speaking with David Nicholson, the experience has gone from really crappy to really great. I mean, take >>It from here. Yeah. Well, am I gonna be, I'm, because I'm from California, I was just, I was just, you know, we >>Got a dual case study >>Eloquently about, about the, the, the change that's happened just in, just in terms of simple things like a registration renewal. It used to be go online and pray and weed through things and now it's very simple, very, very fast. Tell us more about, about some of the things that you've done in the area of automation that have increased the percentage of things that could be done online without visiting a field office. Just as an >>Example. Yeah, what's the story? >>Yeah, so first of all, thank you for saying nice things about dmv, you as a customer. It means a lot because we have been very deliberately working towards solving all customer po pain points, whether it's in person experiences, online call centers, kiosks, so all across the channels. So we started our journey, myself and director Steve Gordon about three years ago, almost at the same time with the goal of making Department of Mo no motor vehicles in California as the best retail experience in the nation across industries. So that's our goal, right? Not there yet, but we are working towards it. So for, for our in person channels, which is what you may be familiar with, first of all, we wanna make sure brick and click and call all the customer journeys can be done across the channels. You can decide to start journey at one place, finish at another place. >>All that is very deliberate. We are also trying to make sure you don't have to come to field office at all. We would welcome you to come, we love you, but we don't want you to be there. You have better things to do for the economy. We want you to do that instead of showing up in the field office, being in the weight line. So that's number one. Creating more digital channels has been the key. We have created virtual field office. That's something that you would become familiar with if you are not as a DMV customer. During Covid, the goal was we provide almost all the services. We connect our technicians to the customer who are in need of a live conversation or a email or a text or a, or a SMS conversation or chat conversation in multiple languages or a video call, right? >>So we were able to accomplish that while Covid was going on, while the riots were going on. Those of your, you know about that, we, our offices were shut down. We created this channel, which we are continuing because it's a great disaster recovery business continuity channel, but also it can help keep people away from field office during peak hours. So that's been very deliberate. We have also added additional online services using bots. So we have created these web and process bots that actually let you do the intake, right? You, we could set up a new service in less than four weeks, a brand new service online. We have set up a brand new IVR service on call centers in less than a month for our seniors who didn't want to come to the field office and they were required certain pieces of information and we were able to provide that for our customers by creating this channel in less than less than four. >>And the pandemic was an accelerant to this was, was it the catalyst really? And then you guys compressed it? Or were, had you already started on the >>Well, we were >>Ready. I mean you, but you came on right? Just about just before the pandemic. >>Yeah. Yeah. So I came on in 2019, pandemic started in 2020 early. So we got lucky a little bit because we had a head start at, I was already working with u UI paths and we had come up with design patterns that we gonna take this journey for all DMV channels with using UiPath. So it was about timing that when it happened, it accelerated the need and it accelerated the actual work. I was thinking, I'll have a one year plan. I executed all of the one year plan items in less than two months out of necessity. So it accelerated definitely the execution of my plan. >>So when you talk about the chat channel, is that bots, is that humans or a combination? Yeah, >>It's a, it's a combination of it. I would say more AI than bots. Bots to the service fulfillment. So there is the user interaction where you have, you're saying something, the, the chat answers those questions, but then if you want something, hey, I want my, my registration renewed, right? It would take you to the right channel. And this is something we do today on our IVR channel. If you call in the DMV number in California, you'll see that your registration renewal is all automatic. You also have a AI listening to it. But also when you are saying, Yep, I wanna do it, then bot triggers certain aspects of the service fulfillment because our legacy is still sitting about 60 years old and we are able to still provide this modern facade for our customers with no gap and as quickly as possible within a month's time. How >>Many DMVs are in the state? >>Okay, so we have 230 different field locations out of which 180 are available for general public services. >>Okay. So and then you're, you're creating a digital overlay that's right >>To all of >>That, right? >>Yeah, it's digital and virtual overlay, right? Digital is fully self-service. Bots can do all your processing automation, can do all the processing. AI can do all the processing, but then you have virtual channels where you have customer interacting with the technicians or technicians virtually. But once a technician is done solving the problem, they click a button and bot does rest of the work for the technician. So that's where we are able to get some back office efficiency and transaction reduction. >>When was the last time you walked into a bank? >>Oh man. >>I mean, is that where we're going here where you just don't have to >>Go into the branch and that is the goal. In fact, we already have a starting point. I mean, just like you have ATM machines, we have kiosks already that do some of this automation work for us today. The goal is to not have to have to, unless you really want to, We actually set up these personas. One of them was high touch Henry. He likes to go to the field office and talk to people. We are there for them. But for the millennials, for the people who are like, I don't have time. I wanna like quickly finish this work off hours 24 by seven, which is where bots come in. They do not have weekends, HR complaint, they don't have overtime. They're able to solve these problems for me, 24 >>By seven. And what's the scope of your, like how many automations, how many bots? Can you give us a sense? >>Sure. So right now we are sitting at 36 different use cases. We have collected six point of eight point, well, we have saved 8.8 million just using the bots overall savings. If you were to look at virtual field office, which bots are part of, we have collected 388 million so far in that particular channel bots. I've also saved paper. I've saved a million sheets of paper through the bot, which I'm trying to remember how many trees it equates to, but it's a whole lot of trees that I've saved. And >>How many bots are we talking about? >>So it's 36 different use cases. So 36 >>Bots? >>Well, no, there's more bots I wanna say. So we are running at 85% efficiency, 50 bots. Oh wow. Yeah. >>Wow. Okay. So you, you asked the question about, you know, when was the last time someone was in a bank? The last time I was in a bank it was to deposit, you know, more than $10,000 in cash because of a cash transaction. Someone bought a car from me. It was more of a nuisance. I felt like I was being treated like a criminal. I was very clear what I was doing. I had just paid off a loan with that bank and I was giving them the cash for that transaction as opposed to the DMV transaction transferring title. That was easy. The DMV part was easier than the bank. And you're trying to make it even easier and it shouldn't, it shouldn't be that way. Yes. Right. But, but I, I have a, I have a question for you on, on that bot implementation. Can you give us, you've sort of give it us examples of how they interact. Yeah. But as your kind of prototypical California driver's license holder, how has that improved a specific transaction that I would be involved with? Can >>You, so well you as a Californian and you as a taxpayer, you as a Californian getting services and you as a taxpayer getting the most out of the money Okay. That the DMV spending on providing services, Right. Both are benefits to you. Sure. So bots have benefited in both of those areas. If you were used to the DMV three years ago, there was a whole lot of paper involved. You gotta fill this form out, you gotta fill this other form out and you gotta go to dmv. Oh by the way, your form, you didn't bring this thing with you. Your form has issues. We are calculated that about 30% of paper workloads are wasted because they just have bad data, right? There is no control. There's nobody telling you, hey, do this. Right. Even dates could be wrong, names could be wrong fields, maybe incomplete and such. >>So we were able to automate a whole lot of that by creating self-service channels, which are accelerated by bot. So we have these web acceleration platforms that collect the data, bots do the validation, they also verify the information, give you real time feedback or near real time feedback that hey, this is what you need to change. This is when you need to verify. So all the business rules are in the bot. And then once you're done, it'll commit the information to our legacy systems, which wouldn't have been possible unless a technician was punching it in manually. So there is a third cohort of Californians, which is our employees. We have 10,000 of those. They, I don't want them to get carpal tunnel. I want them to make sure they're spending more time thinking and helping our customers, looking at the customers rather than typing things. And that's what we are able to accomplish with the bots where you press that one button, which will have required maybe 50 more keystrokes and that's gone. And now you're saving time, you're also saving the effort and the attention loss of serving the best. >>Jay, what does it take to get a new process on board? So I'm thinking about real id, I just went through that in Massachusetts. I took, it was gonna be months to get to the dmv. So I ended up going through a aaa, had to get all these documents, I uploaded all the documents. Of course when I showed up, none were there. Thankfully I had backup copies. But it was really a pleasant experience. Are you, describe what you're doing with real ID and what role bots play? >>Yeah, sure. So with real id, what we are doing today and what I, what we'll be doing in the future, so I can talk about both. What we are doing today is that we are aligning most of the work to be done upfront by the customer. Because real ID is a complex transaction. You've gotta have four different pieces of documentation. You need to provide your information, it needs to match our records. And then you show up to the field office. And by the way, oh man, I did not upload this information. We are getting about 15 to 17% returns customers. And that's a whole lot of time. Every single mile our customer travels to the DMV office, which averages to about 13 miles. In my calculation for average customer, it's a dollar spent in carbon footprint in the time lost in the technician time trying to triage out some other things. So you're talking $26 per visit to the economy. >>Yeah. An amazing frustration, Yes. >>That has to come back and, and our customer satisfaction scores, which we really like to track, goes down right away. So in general, for real, id, what we have been, what we have done is created bunch of self-service channels, which are accelerated by workflow engines, by AI and by bots to collect the documentation, verify the documentation against external systems because we actually connect with Department of Homeland Security verify, you know, what's your passport about? We look at your picture and we verify that yep, it is truly a passport and yours and not your wives. Right? Or not a picture of a dog. And it's actually truly you, right? I mean, people do all kind of fun stuff by mistake or intentionally. So we wanna make sure we save time for our customer, we save time for our, for our employees, and we have zero returns required when employees, where customer shows up, which by the way is requirement right now. But the Department of Homeland Security is in a rule making process. And we are hopeful, very hopeful at this point in time that we'll be able to take the entire experience and get it done from home. And that'll give us a whole lot more efficiency, as you can imagine. And bots are at the tail end of it, committing all the data and transactions into our systems faster and with more accuracy. >>That's a great story. I mean, really congratulations and, and I guess I'll leave it. Last question is, where do you want to take this? What's the, what's your roadmap look like? What's your runway look like? Is it, is there endless opportunities to automate at the state or do you see a sort of light at the end of the tunnel? >>Sure. So there is a thing I shared in the previous session that I was in, which is be modern while we modernize. So that's been the goal with the bot. They are integral part of my transition architecture as I modernize the entire dmv, bring them from 90 60, bringing us from 1960 to 2022 or even 2025 and do it now, right? So bots are able to get me to a place where customers expectations are managed. They are getting their online, they're getting their mobile experience, they are avoiding making field off his trips and avoiding any kind of paper based processing right? For our employees and customers as well. So bots are serving that need today as part of the transition strategy going from 1960 to 2022 in the future. They're continue gonna continue to service. I think it's one thing that was talked about by the previous sessions today that we, they, they're looking at empowering the employees to do their own work back office work also in a full automation way and self-power them to automate their own processes. So that's one of the strategies we're gonna look for. But also we'll continue to have a strategy where we need to remain nimble with upcoming needs and have a faster go to market market plan using the bot. >>Outstanding. Well thanks so much for sharing your, your story and, and thanks for helping Dave. >>Real life testimony. I never, never thought I'd be coming on to praise the California dmv. Here I am and it's legit. Yeah, >>Well done. Can I, can I make an introduction to our Massachusetts colleagues? >>Good to, well actually we have, we have been working with state of New York, Massachusetts, Nevara, Arizona. So goal is to share but also learn from >>That. Help us out, help us out. >>But nice to be here, >>Great >>To have you and looking for feedback next time you was at dmv. >>All right. Oh, absolutely. Yeah. Get that, fill out that NPS score. All right. Thank you for watching. This is Dave Valante for Dave Nicholson. Forward five UI customer conference from the Venetian in Las Vegas. We'll be right back.
SUMMARY :
Brought to you by Officer at the Motor Vehicles of California dmv. I would just say, you know, Yeah, very happy But first of all, tell us about yourself, at the dmv. So I'm like, well we are doing business and technology transformation. you just, in talking off camera, you're smart, you're very cogent and you know, I was just, you know, we in the area of automation that have increased the percentage of things that could be done Yeah, what's the story? So for, for our in person channels, which is what you may be familiar with, first of During Covid, the goal was we provide almost So we were able to accomplish that while Covid was going on, while the riots were Just about just before the pandemic. So it accelerated definitely the But also when you are saying, Yep, I wanna do it, then bot triggers Okay, so we have 230 different field locations out of which 180 are So that's where we are able to get some back office efficiency and transaction reduction. The goal is to not have to have to, unless you really want to, Can you give us a sense? If you were to look at virtual field office, which bots are So it's 36 different use cases. So we are running at 85% efficiency, The last time I was in a bank it was to deposit, you know, more than $10,000 in cash So bots have benefited in both of those areas. And that's what we are able to accomplish with the bots where you press that one button, which will have required maybe 50 So I ended up going through a aaa, had to get all these documents, I uploaded all the documents. And then you show up to the field office. external systems because we actually connect with Department of Homeland Security verify, you know, what's your passport about? Last question is, where do you want to take this? So that's been the goal with the bot. Well thanks so much for sharing your, your story and, and thanks for helping I never, never thought I'd be coming on to praise the California dmv. Can I, can I make an introduction to our Massachusetts colleagues? So goal is to share but also learn from Thank you for watching.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Dave Nicholson | PERSON | 0.99+ |
California | LOCATION | 0.99+ |
David Nicholson | PERSON | 0.99+ |
Massachusetts | LOCATION | 0.99+ |
Dave Velante | PERSON | 0.99+ |
Dave Valante | PERSON | 0.99+ |
Frank Sluman | PERSON | 0.99+ |
50 bots | QUANTITY | 0.99+ |
Ajay Gupta | PERSON | 0.99+ |
Henry | PERSON | 0.99+ |
AJ Gupta | PERSON | 0.99+ |
Steve Gordon | PERSON | 0.99+ |
Department of Homeland Security | ORGANIZATION | 0.99+ |
2025 | DATE | 0.99+ |
New York | LOCATION | 0.99+ |
Nevara | LOCATION | 0.99+ |
$26 | QUANTITY | 0.99+ |
8.8 million | QUANTITY | 0.99+ |
25 years | QUANTITY | 0.99+ |
10,000 | QUANTITY | 0.99+ |
one year | QUANTITY | 0.99+ |
Jay | PERSON | 0.99+ |
180 | QUANTITY | 0.99+ |
388 million | QUANTITY | 0.99+ |
Las Vegas | LOCATION | 0.99+ |
2022 | DATE | 0.99+ |
1960 | DATE | 0.99+ |
One | QUANTITY | 0.99+ |
36 different use cases | QUANTITY | 0.99+ |
Dave | PERSON | 0.99+ |
today | DATE | 0.99+ |
less than two months | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
less than a month | QUANTITY | 0.99+ |
DMV | ORGANIZATION | 0.99+ |
less than four weeks | QUANTITY | 0.99+ |
Both | QUANTITY | 0.99+ |
more than $10,000 | QUANTITY | 0.99+ |
2020 | DATE | 0.99+ |
2019 | DATE | 0.99+ |
third cohort | QUANTITY | 0.98+ |
about 13 miles | QUANTITY | 0.98+ |
UiPath | TITLE | 0.98+ |
three years ago | DATE | 0.98+ |
one button | QUANTITY | 0.97+ |
six point | QUANTITY | 0.97+ |
90 60 | DATE | 0.97+ |
about 30% | QUANTITY | 0.97+ |
50 more keystrokes | QUANTITY | 0.97+ |
first time | QUANTITY | 0.96+ |
UI Path Forward five | TITLE | 0.96+ |
j Gupta | PERSON | 0.96+ |
17% | QUANTITY | 0.96+ |
pandemic | EVENT | 0.96+ |
one thing | QUANTITY | 0.95+ |
Venetian | LOCATION | 0.95+ |
a million sheets of paper | QUANTITY | 0.95+ |
five | QUANTITY | 0.95+ |
less than less than four | QUANTITY | 0.94+ |
a month | QUANTITY | 0.94+ |
about 15 | QUANTITY | 0.94+ |
seven | QUANTITY | 0.94+ |
about 60 years old | QUANTITY | 0.93+ |
Five | QUANTITY | 0.93+ |
Californians | PERSON | 0.93+ |
one | QUANTITY | 0.92+ |
36 | QUANTITY | 0.92+ |
85% efficiency | QUANTITY | 0.91+ |
Californian | OTHER | 0.91+ |
Arizona | LOCATION | 0.9+ |
zero | QUANTITY | 0.9+ |
eight point | QUANTITY | 0.9+ |
UI Path | TITLE | 0.89+ |
Sachin Gupta, Google Cloud | CUBE Conversation 2021
(upbeat music) >> Welcome to this Cube Conversation. I'm Dave Nicholson, and this is continuing coverage of Google Cloud Next '21. I'm joined today by Sachin Gupta, General Manager and Vice President of Open Infrastructure at Google Cloud. Sachin, welcome to theCube. >> Thanks Dave, it's great to be here. >> So, you and I both know that the definition of what constitutes Cloud has been hotly contested by some over the last 20 years. But I think you and I both know that in some quarters there really has never been a debate. NIST, for example, the standard body that calls out what constitutes Cloud, has always considered Cloud an operational model, a set of capabilities, and it has never considered Cloud specifically tied to a location. With that in mind, how about if you share with us what was announced at Cloud Next '21 around Google Distributed Cloud? >> Yeah, thanks Dave. The power of Cloud in terms of automation, simplicity, observability, is undeniable, but our mission at Google Cloud is to ensure that we're meeting customers where they are, in their digital transformation journey. And so in talking to customers, we found that there are some reasons that could prevent them to move certain workloads to Cloud. And that could be because there's a low latency requirement. There is high amounts of data processing that needs to happen on-prem. So taking data from on-prem, moving into the Cloud to get it processed and all the way back may not be very efficient. There could be security, privacy, data residency, compliance requirements that they're dealing with. And then some industries, for some customers, there's some very strict data sovereignty requirements that don't allow them to move things into the public Cloud. And so when we talked to customers, we realized that we needed to extend the Cloud, and therefore we introduced Google Distributor Cloud at Next 2021. And what Google Distributed Cloud provides is all of that power of Cloud anywhere the customers need it. And this could be at a Google network edge, it could be at an operator or communication server provider edge as well. It could be at the customer edge, so right on-premise at their site, it could be in their data centers. And so a lot of flexibility in how you deploy three fully managed hardware and software solutions delivered through Google. >> Yeah it's interesting because often statistics are cited that somewhere near 75% of of what we do in IT, is still "on-premises." The reality is, however, that what's happening in those physical locations on the edge is looking a lot more Cloudy, isn't it. (laughs) >> Yes, and the customers are looking for that computational power, storage, automation, simplicity, in all of these locations. >> So what does this look like from an infrastructure stack perspective? Is there some secret sauce that you're layering into this that we should know about? >> Yeah, so let me just talk about it a little bit more. So we start off with third party hardware. So we're sourcing from Dell, HPE, Cisco, Nvidia, NetApp, bringing it together. We're using Anthos, you are hopefully familiar with Anthos, which is our hybrid multi-cloud software layer. And then on top of that, we use open source technologies. For example, built on Kubernetes. We offer a containerized environment, a VM environment, that enables both Google first-party services, as well as third-party services that customers may choose to deploy, on top of this infrastructure. And so the management of the entire infrastructure, top to bottom, is delivered to Google directly, and therefore customers can focus on applications, they can focus on business initiatives, and not worry about the infrastructure complexity. They can just leave that to us. >> So you mentioned both Kubernetes, thinking of containerization as Cloud native, you also said VMs. So this spans the divide between containerized microservices-based applications and say VM-ware style of virtual machines or other VMs? >> Yes, look, the majority of customers are looking to modernize and move to a containerized environment with Kubernetes, but there are some workloads that they may have that still require a VM-like environment, and having the simplicity and the efficiency of operating VMs like containers on top of Google Distributed Cloud, built on Anthos, is extremely powerful for them. And so it goes back to our mission. We're going to meet customers where they are, and if they need VM support as well, we're providing it. >> So let's talk about initial implementations of this. What kind of scale are you anticipating that customers will deploy? >> The scale is going to vary based on use case. So it could be a very small, let's think about it as a single server type of scale, all the way to many, many dozens of racks that could be going in to support Google Distributed Cloud. And so, for example, from a communication service provider point of view, looking to modernize their 5G network, in the core it could be many, many racks with Google Distributed Cloud the edge product. And for their RAM solutions, it could be a much smaller form factor, as an example. And so depending on use case, you're going to find all kinds of different form factors. And I didn't mention this before, but we also, in addition to scale, we offer two operational modes. One is the edge product. So Google Distributed Cloud edge that is connected to the Cloud. And so it gets operational updates, et cetera, directly through the Cloud. And the second one is something we call the hosted mode, and in hosted mode, it's completely air-gapped. So this infrastructure, what is modernized and provides rich 1PN third party services, does not connect to the Cloud at all. And therefore, the organizations that have the strictest data latency sovereignty requirements, can benefit from a completely air-gapped solution as well. >> So I'm curious, let's say you started with an air-gapped model. Often our capabilities in Cloud exceed our customer's comfort level for a period of time. Can that air-gapped, initial implementation be connected to the Cloud in the future? >> The air-gap implementation, typically customers, the same customer, may have multiple deployments, where one will require the air-gap solution, and another could be the hosted solution, and the other could be the edge product, which is connected. And in both cases, the underlying stack is consistent. So, while I don't hear customers saying, "I want to start from air-gap and move," we are providing Google Distributed Cloud as one portfolio to customers so that we can address these different use cases. In the air-gap solution, the software updates obviously still come from Google, and customers need to move that across the air gap check signatures, check for vulnerability, load it in the system, and the system will then automatically update itself. And so the software we still provide, but in that case, there's additional checks that that customer will typically go through before enabling that software onto their system. >> Yeah, so you mentioned at the outset, some of the drivers, latency security, et cetera, but can you restate that? I'd like to hear what the thinking behind this was at Google when customers were presenting you with a variety of problems they needed solutions for. I think it bears recapping that. >> Right, so let me give you a few examples here. So one is, when you think about 5G, when you think about what 4G did for the industry in terms of enabling the gig economy, with 5G we can really enable richer experiences. And this could be highly immersive experiences, it could be augmented reality, it could be all kinds of technologies that require lower latency. And for this, you need to build out the 5G infrastructure on top of a modernized solution like Google Distributed Cloud. Let me just get into a few use cases though, to just bring some color here. For example, for a retailer, instead of worrying about IP and infrastructure in the store, the people in the store can focus on their customers, and they can implement solutions using Google Distributed Cloud for things like inventory management, asset protection, et cetera, in the store. Inside a manufacturing facility, once again, you can reduce incidents, you can reduce injuries, you can look at your robotic solutions that require low latency feedback, et cetera. There's a whole bunch of emerging applications through ISVs, that a rich, on-prem or anywhere you want it in the edge infrastructure, can enable a new suite of possibilities that weren't possible before. In some cases, customers say, "You know what, I want 5G. But I actually you want a private 5G deployment." And that becomes possible with the Google Distributed Cloud as well. >> So we talked a little bit about scale. What's the smallest increment that someone could deploy? You just gave an example of retail. Some retail outfits are small stores, without any IT staff at all. There's the concept of a single-node Kubernetes cluster, which is something we love to come up with in our business terminology that makes no sense, single node cluster. The point is, these increments, especially in the containerized world, are getting smaller. What's the smallest increment that you can deliver, you're planning to deliver? >> I'll answer this two ways. First of all, we are planning to deliver a smallest increment, think of it as one server. We are planning to deliver that as well, all the way up to many, many racks. But in addition, there's something unique that I wanted to call out. Let's say you're in the medium or larger deployment in the racks, and you want to scale up, compute, and store it separately. That's something we enable as well, because we will work with customers in terms of what they need for their application, and then scale that hardware up and down based on their need. And so there's a lot of flexibility in that, but we will enable scale all the way down to a single server unit as well. >> So what is the feedback been from the partners that will be providing the hardware infrastructure, folks like Dell. What has their reaction been? >> I think that they're obviously very eager to work with us. We're happy to partner with them in order to provide customers flexibility, any kind of scale in any kind of location, different kind of hardware equipment that they need. But in addition to those partners on the hardware side, there are customers and partners as well who are enabling rich experiences and solutions for that retailer, for that manufacturer, for example. And so working with AT&T, we announced partnership on 5G and edge to enable experiences, especially in the areas of retail and manufacturing, like I talked about earlier, but then in Europe, we're partnering with OVHcloud, for example, in order to enable very strict data sovereignty requirements that are happening in that country. And so where there's many communication service providers, there's many partners trying to solve for different use cases for their end customers. >> Yeah, that makes a lot of sense. Let's pretend for a minute that you're getting Yelp reviews of this infrastructure that you're responsible for moving forward. What would a delighted customer's comments look like? >> I think a delighted customer's comments will be probably in two or three areas, all right? So first up will be, it's all about the applications and the end user experience that this can enable. And so the power of Google AI ML technology, third-party software as well, that can run consistently single operational model, build once, deploy anywhere, is extremely powerful. So I would say, the power of the applications and the simplicity that it enables is number one. I think number two is the scale of operations experience that Google has. They don't need to worry about, "do I have 5 sites or 500 sites or 5,000 sites?" It doesn't matter. The fleet operations, the scaled operations capability, the global network capability that Google has, all that experience in site reliability engineering, we can now bring to all of these vast amounts of edge locations, so they don't need to worry about scale at all. And then finally, they can be sort of rest assured that this is built on Anthos, it's built on Kubernetes, there's a lot of open source components here, they have flexibility, they have choice, they can run our one-piece services, they can run third-party services on this, and so we're going to preserve the flexibility in choice. I think these are the things that would likely get highlighted. >> So Sachin, you talk to customers around the world. Where do you see the mix between net-neu stuff going into infrastructure like this, versus modernized and migrated workloads into the solution? What does that mix look like? And I know it's a bit of speculation, but what are your thoughts? >> I think, Dave, that's a great question, I think it's a difficult one to answer because we find that those conversations happen together with the same customers. At least that's what I find. And so they are looking to modernize, create a much richer environment for their developers, so that they can innovate much more quickly, react to business needs much more quickly, to cater to their own end customers in a much better way, get business insights from the data that they have. They're looking to do all of this, but at the same time, they have, perhaps, legacy infrastructure or applications that they just can't easily migrate off of, that may still be in a VM environment, more traditional type of storage environment, and they need to be able to address both worlds. And so, yes, there are some who are so-called "born in the Cloud," everything is Cloud native, but the vast majority of customers that I talked to, are absolutely looking to modernize, like you don't find a customer that says, "Just help me lift and shift, I'm not looking to modernize." I don't quite see that. They are looking to modernize but they want to make sure that we have the options that they need to support different kinds of environment that they have today. >> And you mentioned insights. We should explore that a little further. Can you give us an example of artificial intelligence, machine learning being used now at the edge, where you're putting more compute power at the edge? Can you give us an idea of the kinds of things that that enables specifically? >> Yes, so when you think about video processing, for example, if I have a lot of video feeds and I'm looking based on that, I want to apply artificial intelligence, I'm trying to detect object inventory movement, people movement, et cetera. Again, adhering to all the privacy and local regulations. When I have that much data streaming in, if I have to take that out of my edge all the way across the WHEN network, into the Cloud for processing, and bring it all the way back and then make a decision, I'm just moving a lot of data up and down into the Cloud. And in this case, what you're able to do is say, no, you don't actually need to move it into the public Cloud. You can keep that data locally. You can have a Google Distributed Cloud edge instance there, you're going to run your AI application right there, achieve the insights and take an action very, very quickly. And so it saves you, from a latency point of view, significantly, and it saves you from a data transmission up and down into the Cloud significantly, which you sometimes, you know, you're not supposed to send that data up, that there's data residency requirements, and sometimes the cost of just moving it, it doesn't make sense. >> So do you have any final thoughts? What else should we know about this? Anything that we didn't touch on? >> I think we've touched on a lot of great things. I think I'm just going to reiterate, you started with a "what is the definition of Cloud itself" and our mission once again, is to really understand what customers are trying to do and meet them where they are. And we're finding that they're looking for Cloud solutions in a public region. We've announced a lot more regions. We continue to grow our footprint globally, but in addition, they want to be able to get that power of Google Cloud infrastructure and all the benefits that it provides in many different edge locations all the way on onto their premises. And I think one of the things we perhaps spent less time on is, we're also very unique that in our strategy, we're bringing in underlying third-party hardware, but it's a fully managed solution that can operate in that connected edge mode, as well as a disconnected hosted mode, which just enables pretty much all the use cases we've heard about from customers. So one portfolio that can address any kind of need that they have. >> Fantastic. Well, I said at the outset Sachin, before we got started, you and I could talk for hours on this subject. Sadly, we don't have hours. I'd like to thank you for joining us in theCube. I'd like to thank everyone for joining us for this Cube conversation, covering the events at Google Cloud NEXT 2021. I'm Dave Nicholson. Thanks for joining. (upbeat music)
SUMMARY :
Welcome to this Cube Conversation. that the definition of that could prevent them to move on the edge Yes, and the customers are looking for And so the management of So you mentioned both Kubernetes, And so it goes back to our mission. that customers will deploy? that could be going in to Can that air-gapped, And so the software we still some of the drivers, in terms of enabling the gig economy, that you can deliver, in the racks, been from the partners especially in the areas of that you're getting Yelp And so the power of customers around the world. And so they are looking to modernize, of the kinds of things that and bring it all the way back and all the benefits that it provides I'd like to thank you for
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Dave | PERSON | 0.99+ |
Dave Nicholson | PERSON | 0.99+ |
Nvidia | ORGANIZATION | 0.99+ |
Dell | ORGANIZATION | 0.99+ |
Sachin | PERSON | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
Europe | LOCATION | 0.99+ |
5 sites | QUANTITY | 0.99+ |
two | QUANTITY | 0.99+ |
500 sites | QUANTITY | 0.99+ |
Sachin Gupta | PERSON | 0.99+ |
5,000 sites | QUANTITY | 0.99+ |
ORGANIZATION | 0.99+ | |
NetApp | ORGANIZATION | 0.99+ |
One | QUANTITY | 0.99+ |
HPE | ORGANIZATION | 0.99+ |
AT&T | ORGANIZATION | 0.99+ |
two ways | QUANTITY | 0.99+ |
first | QUANTITY | 0.99+ |
one server | QUANTITY | 0.99+ |
both cases | QUANTITY | 0.99+ |
today | DATE | 0.99+ |
Yelp | ORGANIZATION | 0.99+ |
OVHcloud | ORGANIZATION | 0.99+ |
both | QUANTITY | 0.99+ |
First | QUANTITY | 0.98+ |
Anthos | TITLE | 0.98+ |
Cloud | TITLE | 0.97+ |
both worlds | QUANTITY | 0.97+ |
three areas | QUANTITY | 0.97+ |
second one | QUANTITY | 0.97+ |
one | QUANTITY | 0.97+ |
Google Cloud Next '21 | TITLE | 0.97+ |
dozens of racks | QUANTITY | 0.97+ |
single | QUANTITY | 0.92+ |
Kubernetes | TITLE | 0.9+ |
one-piece | QUANTITY | 0.9+ |
last 20 years | DATE | 0.89+ |
single server | QUANTITY | 0.89+ |
NIST | ORGANIZATION | 0.88+ |
near 75% | QUANTITY | 0.88+ |
three | QUANTITY | 0.87+ |
two operational modes | QUANTITY | 0.83+ |
Cloud | EVENT | 0.82+ |
Google Distributed Cloud | TITLE | 0.8+ |
one portfolio | QUANTITY | 0.73+ |
Google Distributed Cloud | ORGANIZATION | 0.71+ |
number two | QUANTITY | 0.68+ |
2021 045 Shiv Gupta V2
>>mhm Yes. Welcome back to the Qantas industry summit on the demise of third party cookies, the cookie conundrum, a recipe for success. I'm john furrier host of the cube. The changing landscape of advertising is here and Chip Gupta, founder of you of digital is joining us Chip, thanks for coming on this segment. Really appreciate, I know you're busy, you've got two young kids as well as providing education to the digital industry. You got some kids to take care of and train them to. So welcome to the cube conversation here as part of the program. >>Yeah, thanks for having me excited to be here. >>So the house of the changing landscape of advertising really centers around the open to walled garden mindset of the web and the big power players. We know the big 34 tech players dominate the marketplace. So clearly in a major inflection point and we've seen this movie before Web mobile revolution, which was basically a reply platform NG of capabilities. But now we're in an error of re factoring the industry, not re platt forming a complete changing over of the value proposition. So a lot at stake here as this open web, open internet global internet evolved. What are your, what's your take on this, this industry proposals out there that are talking to this specific cookie issue? What does it mean? And what proposals are out there? >>Yeah, so, you know, I I really view the identity proposals and kind of to to kind of groups, two separate groups. So on one side you have what the walled gardens are doing and really that's being led by google. Right, so google um you know, introduce something called the privacy sandbox when they announced that they would be deprecating third party cookies uh as part of the privacy sandbox, they've had a number of proposals unfortunately, or you know, however you want to say they're all bird themed for some reason, I don't know why. Um but the one the bird theme proposal that they've chosen to move forward with is called flock, which stands for Federated learning of cohorts. And essentially what it all boils down to is google is moving forward with cohort level Learning and understanding of users in the future after 3rd party cookies, unlike what we've been accustomed to in this space, which is a user level understanding of people and what they're doing online for targeting tracking purposes. And so that's on one side of the equation, it's what google is doing with flock and privacy sandbox. Now On the other side is, you know, things like unified, I need to point or the work that 85 is doing around building new identity frameworks for the entire space, that actually can still get down to the user level. Right? And so again, unified I. d 2.0 comes to mind because it's the one that's probably got the most adoption in the space. It's an open source framework. So the idea is that it's free and pretty much publicly available to anybody that wants to use it and unified, I need to point out again is user level. So it's it's basically taking data that's authenticated data from users across various websites you know that are logging in and taking those authenticated users to create some kind of identity map. And so if you think about those two work streams right, you've got the walled gardens and or you know, google with flock on one side and then you've got unified I. D. Two point oh and other I. D. Frameworks for the open internet on the other side, you've got these two very differing type of approaches to identity in the future. Again on the google side it's cohort level, it's gonna be built into chrome. Um The idea is that you can pretty much do a lot of the things that we do with advertising today, but now you're just doing it at a group level so that you're protecting privacy whereas on the other side of the open internet you're still getting down to the user level. Um And that's pretty powerful. But the the issue there is scale, right? We know that a lot of people are not logged in on lots of websites. I think the stat that I saw is under five of all website traffic is authenticated. So really if you if you simplify things, you boil it all down, you have kind of these two very differing approaches. >>I guess the question it really comes down to what alternatives are out there for cookies, and which ones do you think will be more successful? Because I think, you know, the consensus is at least from my reporting in my view, is that the world agrees, Let's make it open, Which one is going to be better. >>Yeah, that's a great question, john So as I mentioned, right, we have we have to kind of work streams here, we've got the walled garden work work stream being led by google and their work around flock, and then we've got the open internet, right? Let's say unified I. D to kind of represents that. I personally don't believe that there is a right answer or an endgame here. I don't think that one of them wins over the other, frankly, I think that, you know, first of all, you have those two frameworks, neither of them are perfect, they're both flawed in their own ways. There are pros and cons to both of them. And so what we're starting to see now is you have other companies kind of coming in and building on top of both of them as kind of a hybrid solution. Right? So they're saying, hey, we use, you know, an open I. D. Framework in this way to get down to the user level and use that authenticated data and that's important. But we don't have all the scale. So now we go to google and we go to flock to kind of fill the scale. Oh and hey, by the way, we have some of our own special sauce, right? We have some of our own data, we have some of our own partnerships, we're gonna bring that in and layer it on top. Right? And so really where I think things are headed is the right answer, frankly, is not one or the other. It's a little mishmash of both. With a little extra something on top. I think that's, that's what we're starting to see out of a lot of companies in the space and I think that's frankly where we're headed. >>What do you think the industry will evolve to, in your opinion? Because I think this is gonna, you can't ignore the big guys on this, has these programmatic, you mentioned also the data is there. But what do you think the market will evolve to with this, with this conundrum? >>So, so I think john where we're headed? Um, you know, I think we're right now we're having this existential existential crisis, right? About identity in this industry, because our world is being turned upside down, all the mechanisms that we've used for years and years are being thrown out the window and we're being told that we're gonna have new mechanisms, right? So cookies are going away device IEDs are going away and now we got to come up with new things and so the world is being turned upside down and everything that you read about in the trades and you know, we're here talking about it, right? Like everyone's always talking about identity right now, where do I think this is going if I was to look into my crystal ball, you know, this is how I would kind of play this out. If you think about identity today, Right? Forget about all the changes. Just think about it now and maybe a few years before today, Identity for marketers in my opinion, has been a little bit of a checkbox activity. Right? It's been, hey, um, okay, uh, you know, ad tech company or media company, do you have an identity solution? Okay. Tell me a little bit more about it. Okay. Sounds good. That sounds good. Now can we move on and talk about my business and how are you going to drive meaningful outcomes or whatever for my business? And I believe the reason that is, is because identity is a little abstract, right? It's not something that you can actually get meaningful validation against. It's just something that, you know, Yes, you have it. Okay, great. Let's move on, type of thing. Right. And so that, that's, that's kind of where we've been now, all of a sudden the cookies are going away, the device IDs are going away. And so the world is turning upside down. We're in this crisis of how are we going to keep doing what we were doing for the last 10 years in the future. So everyone's talking about it and we're trying to re engineer right? The mechanisms now if I was to look into the crystal ball right two or three years from now where I think we're headed is not much is going to change. And what I mean by that john is um I think that marketers will still go to companies and say do you have an ID solution? Okay tell me more about it. Okay uh let me understand a little bit better. Okay you do it this way. Sounds good. Now the ways in which companies are going to do it will be different right now. It's flock and unified I. D. And this and that right. The ways the mechanisms will be a little bit different but the end state right? Like the actual way in which we operate as an industry and kind of like the view of the landscape, in my opinion will be very simple or very similar, right? Because marketers will still view it as a tell me you have an ID solution, Make me feel good about it. Help me check the box and let's move on and talk about my business and how you're going to solve for my needs. So I think that's where we're going. That is not by any means to discount this existential moment that we're in. This is a really important moment where we do have to talk about and figure out what we're gonna do in the future. My just my viewpoint is that the future will actually not look all that different than the present. >>And I'll say the user base is the audience. Their their data behind it helps create new experiences, machine learning and Ai are going to create those and we have the data. You have the sharing it or using it as we're finding shit. Gupta great insight dropping some nice gems here, Founder of You of Digital and also the Adjunct professor of Programmatic advertising at Levi School of Business and santa Clara University Professor. Thank you for coming, dropping the gems here and insight. Thank you. >>Thanks a lot for having me john really appreciate it. >>Thanks for watching the cooking 100 is the cube host Jon ferrier. Me. Thanks for watching. Yeah. Yeah.
SUMMARY :
I'm john furrier host of the cube. So the house of the changing landscape of advertising really centers around the open to Now On the other side is, you know, things like unified, I guess the question it really comes down to what alternatives are out there for cookies, So they're saying, hey, we use, you know, an open I. Because I think this is gonna, you can't ignore the big guys And so the world is turning upside down. And I'll say the user base is the audience. Thanks for watching the cooking 100 is the cube host Jon ferrier.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Jon ferrier | PERSON | 0.99+ |
both | QUANTITY | 0.99+ |
two young kids | QUANTITY | 0.99+ |
Chip Gupta | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
john | PERSON | 0.99+ |
two | QUANTITY | 0.99+ |
chrome | TITLE | 0.99+ |
Levi School of Business | ORGANIZATION | 0.99+ |
Chip | PERSON | 0.99+ |
two separate groups | QUANTITY | 0.99+ |
one | QUANTITY | 0.98+ |
one side | QUANTITY | 0.98+ |
two frameworks | QUANTITY | 0.98+ |
three years | QUANTITY | 0.97+ |
Gupta | PERSON | 0.96+ |
santa Clara University | ORGANIZATION | 0.96+ |
john furrier | PERSON | 0.95+ |
two very differing approaches | QUANTITY | 0.95+ |
one side | QUANTITY | 0.95+ |
Shiv Gupta | PERSON | 0.95+ |
today | DATE | 0.94+ |
I. d 2.0 | TITLE | 0.87+ |
34 tech players | QUANTITY | 0.87+ |
years | QUANTITY | 0.87+ |
two work streams | QUANTITY | 0.85+ |
Qantas industry | EVENT | 0.85+ |
85 | ORGANIZATION | 0.82+ |
under five | QUANTITY | 0.79+ |
cooking 100 | TITLE | 0.78+ |
last 10 years | DATE | 0.74+ |
first | QUANTITY | 0.73+ |
I. D. | TITLE | 0.7+ |
few years before | DATE | 0.7+ |
Two | QUANTITY | 0.69+ |
2021 045 | OTHER | 0.69+ |
lot of people | QUANTITY | 0.61+ |
I. D. | TITLE | 0.61+ |
V2 | OTHER | 0.54+ |
2021 045 Shiv Gupta
(upbeat electronic music) >> Welcome back to the Quantcast Industry Summit on the demise of third-party cookies. The Cookie Conundrum, A Recipe for Success. I'm John Furrier, host of theCUBE. The changing landscape of advertising is here, and Shiv Gupta, founder of U of Digital is joining us. Shiv, thanks for coming on this segment. I really appreciate it. I know you're busy. You've got two young kids, as well as providing education to the digital industry. You got some kids to take care of and train them too. So, welcome to the cube conversation here as part of the program. >> Yeah, thanks for having me. Excited to be here. >> So, the house of the changing landscape of advertising really centers around the open to walled garden mindset of the web and the big power players. We know the big three, four tech players dominate the marketplace. So, clearly in a major inflection point. And you know, we've seen this movie before. Web, now mobile revolution. Which was basically a re-platforming of capabilities, but now we're in an era of refactoring the industry, not replatforming. A complete changing over of the value proposition. So, a lot at stake here as this open web, open internet-- global internet, evolves. What are your, what's your take on this? There's industry proposals out there that are talking to this specific cookie issue? What does it mean and what proposals are out there? >> Yeah, so, you know, I really view the identity proposals in kind of two kinds of groups. Two separate groups. So, on one side you have what the walled gardens are doing. And really that's being led by Google, right? So, Google introduced something called the Privacy Sandbox when they announced that they would be deprecating third-party cookies. And as part of the Privacy Sandbox, they've had a number of proposals. Unfortunately, or you know, however you want to say, they're all bird-themed, for some reason I don't know why. But the one, the bird-themed proposal that they've chosen to move forward with is called FLOC, which stands for Federated Learning of Cohorts. And, essentially what it all boils down to is Google is moving forward with cohort level learning and understanding of users in the future after third-party cookies. Unlike what we've been accustomed to in this space, which is a user level understanding of people and what they're doing online for targeting and tracking purposes. And so, that's on one side of the equation. It's what Google is doing with FLOC and Privacy Sandbox. Now, on the other side is, you know, things like unified ID 2.0 or the work that ID5 is doing around building new identity frameworks for the entire space that actually can still get down to the user level. Right? And so again, Unified ID 2.0 comes to mind because it's the one that's probably gotten the most adoption in the space. It's an open source framework. So the idea is that it's free and pretty much publicly available to anybody that wants to use it. And Unified ID 2.0 again is user level. So, it's basically taking data that's authenticated data from users across various websites that are logging in and taking those authenticated users to create some kind of identity map. And so, if you think about those two work streams, right? You've got the walled gardens and or, you know, Google with FLOC on one side. And then you've got Unified ID 2.0 and other ID frameworks for the open internet on the other side. You've got these two very different type of approaches to identity in the future. Again, on the Google side it's cohort level, it's going to be built into Chrome. The idea is that you can pretty much do a lot of the things that we do with advertising today but now you're just doing them at a group level so that you're protecting privacy. Whereas, on the other side with the open internet you're still getting down to the user level and that's pretty powerful but the the issue there is scale, right? We know that a lot of people are not logged in on lots of websites. I think the stat that I saw was under 5% of all website traffic is authenticated. So, really if you simplify things and you boil it all down you have kind of these two very differing approaches. >> So we have a publishing business. We'd love to have people authenticate and get that closed loop journalism thing going on. But, if businesses wannna get this level too, they can have concerns. So, I guess my question is, what's the trade-off? Because you have power in Google and the huge data set that they command. They command a lot of leverage with that. And again, centralized. And you've got open. But it seems to me that the world is moving more towards decentralization, not centralization. Do you agree with that? And does that have any impact to this? Because, you want to harness the data, so it rewards people with the most data. In this case, the powerful. But the world's going decentralized, where there needs to be a new way for data to be accessed and leveraged by anyone. >> Yeah. John, it's a great point. And I think we're at kind of a crossroads, right? To answer that question. You know, I think what we're hearing a lot right now in the space from publishers, like yourself, is that there's an interesting opportunity right now for them, right? To actually have some more control and say about the future of their own business. If you think about the last, let's say 10, 15, 20 years in advertising in digital, right? Programmatic has really become kind of the primary mechanism for revenue for a lot of these publishers. Right? And so programmatic is a super important part of their business. But, with everything that's happening here with identity now, a lot of these publishers are kind of taking a look in the mirror and thinking about, "Okay, we have an interesting opportunity here to make a decision." And, the decision, the trade off to your question is, Do we continue? Right? Do we put up the login wall? The registration wall, right? Collect that data. And then what do we do with that data? Right? So it's kind of a two-fold process here. Two-step process that they have to make a decision on. First of all, do we hamper the user experience by putting up a registration wall? Will we lose consumers if we do that? Do we create some friction in the process that's not necessary. And if we do, right? We're taking a hit already potentially, to what end? Right? And, I think that's the really interesting question, is to what end? But, what we're starting to see is publishers are saying you know what? Programmatic revenue is super important to us. And so, you know, path one might be: Hey, let's give them this data. Right? Let's give them the authenticated information, the data that we collect. Because if we do, we can continue on with the path that our business has been on. Right? Which is generating this awesome kind of programmatic revenue. Now, alternatively we're starting to see some publishers say hold up. If we say no, if we say: "Hey, we're going to authenticate but we're not going to share the data." Right? Some of the publishers actually view programmatic as almost like the programmatic industrial complex, right? That's almost taken a piece of their business in the last 10, 15, 20 years. Whereas, back in the day, they were selling directly and making all the revenue for themselves, right? And so, some of these publishers are starting to say: You know what? We're not going to play nice with FLOC and Unified ID. And we're going to kind of take some of this back. And what that means in the short term for them, is maybe sacrificing programmatic revenue. But their bet is long-term, maybe some of that money will come back to them direct. Now, that'll probably only be the premium pubs, right? The ones that really feel like they have that leverage and that runway to do something like that. And even so, you know, I'm of the opinion that if certain publishers kind of peel away and do that, that's probably not great for the bigger picture. Even though it might be good for their business. But, you know, let's see what happens. To each business their own >> Yeah. I think the trade-off of monetization and user experience has always been there. Now, more than ever, people want truth. They want trust. And I think the trust factor is huge. And if you're a publisher, you wannna have your audience be instrumental. And I think the big players have sucked out of the audience from the publishers for years. And that's well-documented. People talk about that all the time. I guess the question, it really comes down to is, what alternatives are out there for cookies and which ones do you think will be more successful? Because, I think the consensus is, at least from my reporting and my view, is that the world agrees. Let's make it open. Which one's going to be better? >> Yeah. That's a great question, John. So as I mentioned, right? We have two kinds of work streams here. We've got the walled garden work stream being led by Google and their work around FLOC. And then we've got the open internet, right? Let's say Unified ID 2.0 kind of represents that. I personally don't believe that there is a right answer or an end game here. I don't think that one of them wins over the other, frankly. I think that, you know, first of all, you have those two frameworks. Neither of them are perfect. They're both flawed in their own ways. There are pros and cons to both of them. And so what we're starting to see now, is you have other companies kind of coming in and building on top of both of them as kind of a hybrid solution, right? So they're saying, hey we use, you know, an open ID framework in this way to get down to the user level and use that authenticated data. And that's important, but we don't have all the scale. So now we go to a Google and we go to FLOC to kind of fill the scale. Oh and hey, by the way, we have some of our own special sauce. Right? We have some of our own data. We have some of our own partnerships. We're going to bring that in and layer it on top, right? And so, really where I think things are headed is the right answer, frankly, is not one or the other. It's a little mishmash of both with a little extra, you know, something on top. I think that's what we're starting to see out of a lot of companies in the space. And I think that's frankly, where we're headed. >> What do you think the industry will evolve to, in your opinion? Because, I think this is going to be- You can't ignore the big guys on this Obviously the programmatic you mentioned, also the data's there. But, what do you think the market will evolve to with this conundrum? >> So, I think John, where we're headed, you know, I think right now we're having this existential crisis, right? About identity in this industry. Because our world is being turned upside down. All the mechanisms that we've used for years and years are being thrown out the window and we're being told, "Hey, we're going to have new mechanisms." Right? So cookies are going away. Device IDs are going away. And now we've got to come up with new things. And so, the world is being turned upside down and everything that you read about in the trades and you know, we're here talking about it, right? Everyone's always talking about identity, right? Now, where do I think this is going? If I was to look into my crystal ball, you know, this is how I would kind of play this out. If you think about identity today, right? Forget about all the changes. Just think about it now and maybe a few years before today. Identity, for marketers, in my opinion, has been a little bit of a checkbox activity, right? It's been, Hey, Okay. You know, ad tech company or media company. Do you have an identity solution? Okay. Tell me a little bit more about it. Okay. Sounds good. That sounds good. Now, can we move on and talk about my business and how are you going to drive meaningful outcomes or whatever for my business. And I believe the reason that is, is because identity is a little abstract, right? It's not something that you can actually get meaningful validation against. It's just something that, you know? Yes, you have it. Okay, great. Let's move on, type of thing, right? And so, that's kind of where we've been. Now, all of a sudden, the cookies are going away. The device IDs are going away. And so the world is turning upside down. We're in this crisis of: how are we going to keep doing what we were doing for the last 10 years in the future? So, everyone's talking about it and we're tryna re-engineer the mechanisms. Now, if I was to look into the crystal ball, right? Two, three years from now, where I think we're headed is, not much is going to change. And what I mean by that, John is, I think that marketers will still go to companies and say, "Do you have an ID solution? Okay, tell me more about it. Okay. Let me understand a little bit better. Okay. You do it this way. Sounds good." Now, the ways in which companies are going to do it will be different. Right now it's FLOC and Unified ID and this and that, right? The ways, the mechanisms will be a little bit different. But, the end state. Right? The actual way in which we operate as an industry and the view of the landscape in my opinion, will be very simple or very similar, right? Because marketers will still view it as a, tell me you have an ID solution, make me feel good about it, help me check the box and let's move on and talk about my business and how you're going to solve for my needs. So, I think that's where we're going. That is not by any means to discount this existential moment that we're in. This is a really important moment, where we do have to talk about and figure out what we're going to do in the future. My viewpoint is that the future will actually not look all that different than the present. >> And then I'll say the user base is the audience, their data behind it helps create new experiences, machine learning and AI are going to create those. And if you have the data, you're either sharing it or using it. That's what we're finding. Shiv Gupta, great insights. Dropping some nice gems here. Founder of U of Digital and also the adjunct professor of programmatic advertising at Leavey School of business in Santa Clara University. Professor, thank you for coming and dropping the gems here and insight. Thank you. >> Thanks a lot for having me, John. Really appreciate it. >> Thanks for watching The Cookie Conundrum This is theCUBE host, John Furrier, me. Thanks for watching. (uplifting electronic music)
SUMMARY :
on the demise of third-party cookies. Excited to be here. of the web and the big power players. Now, on the other side is, you know, Google and the huge data set kind of the primary mechanism for revenue People talk about that all the time. kind of fill the scale. Obviously the programmatic you mentioned, And I believe the reason that is, and also the adjunct professor Thanks a lot for having me, This is theCUBE host, John Furrier, me.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Shiv Gupta | PERSON | 0.99+ |
John | PERSON | 0.99+ |
John Furrier | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
10 | QUANTITY | 0.99+ |
Shiv | PERSON | 0.99+ |
two | QUANTITY | 0.99+ |
Two-step | QUANTITY | 0.99+ |
Two separate groups | QUANTITY | 0.99+ |
Chrome | TITLE | 0.99+ |
both | QUANTITY | 0.99+ |
two young kids | QUANTITY | 0.99+ |
two kinds | QUANTITY | 0.99+ |
15 | QUANTITY | 0.99+ |
one | QUANTITY | 0.99+ |
FLOC | TITLE | 0.99+ |
two-fold | QUANTITY | 0.99+ |
two frameworks | QUANTITY | 0.98+ |
Leavey School | ORGANIZATION | 0.98+ |
today | DATE | 0.98+ |
under 5% | QUANTITY | 0.98+ |
four tech players | QUANTITY | 0.97+ |
one side | QUANTITY | 0.97+ |
U of Digital | ORGANIZATION | 0.97+ |
2021 045 | OTHER | 0.97+ |
20 years | QUANTITY | 0.96+ |
The Cookie Conundrum | TITLE | 0.96+ |
Quantcast Industry Summit | EVENT | 0.95+ |
each business | QUANTITY | 0.93+ |
A Recipe for Success | TITLE | 0.93+ |
First | QUANTITY | 0.92+ |
Googl | ORGANIZATION | 0.92+ |
one side | QUANTITY | 0.92+ |
first | QUANTITY | 0.91+ |
Federated Learning of Cohorts | ORGANIZATION | 0.91+ |
Privacy Sandbox | TITLE | 0.9+ |
unified ID 2.0 | TITLE | 0.87+ |
two work streams | QUANTITY | 0.87+ |
FLOC | ORGANIZATION | 0.87+ |
last 10 years | DATE | 0.86+ |
Santa Clara University | ORGANIZATION | 0.83+ |
groups | QUANTITY | 0.81+ |
years | QUANTITY | 0.8+ |
Two | QUANTITY | 0.78+ |
ID 2.0 | OTHER | 0.78+ |
theCUBE | ORGANIZATION | 0.77+ |
few years before | DATE | 0.74+ |
three years | QUANTITY | 0.72+ |
FLOC | OTHER | 0.67+ |
three | QUANTITY | 0.64+ |
ID 2.0 | TITLE | 0.63+ |
Unified ID 2.0 | TITLE | 0.6+ |
ID5 | TITLE | 0.58+ |
differing approaches | QUANTITY | 0.54+ |
Unified | TITLE | 0.53+ |
Unified | OTHER | 0.52+ |
different | QUANTITY | 0.51+ |
last | DATE | 0.5+ |
Privacy Sandbox | COMMERCIAL_ITEM | 0.37+ |
Guatam Chatterjee, Tech Mahindra & Satyendra Gupta, Gov. of India | AWS Public Sector Partner Awards
>> Announcer: From around the globe, it's theCUBE. With digital coverage of AWS Public Sector Partner Awards. Brought to you by Amazon Web Services. >> Hi, I'm Stu Miniman, and welcome back to theCUBE's coverage of the AWS Public Sector Partner Awards. We're going to be digging in. This award is for the most customer obsessed migration and happy to welcome to the program two first time guests coming to us from India. First of all, from the partner with Tech Mahindra, we have Gautam Chatterjee. He is the vice president with Tech Mahindra, who's the winner of the award, and they've brought along their customer for this, that is Satyendra Gupta, who is the director of the CPWD, which is the Central Public Works Department, part of the government of India. Gentlemen, thank you so much for joining us. >> Thank you. >> All right, if we could, let's start with just a quick summary of what your organizations do. Gautam, we'll start with you. Tech Mahindra, I think most of our audience, you know, should be aware, you know, large, very well known organization. Congratulations to you and the team on the win. Tell us what your part of Tech Mahindra does. >> Okay. So, Tech Mahindra is a five billion dollar organization, and it's a part of Mahindra and Mahindra. Which is approximately at $22 billion evaluation worldwide. So, Tech Mahindra is primarily into IT services and consulting services for the information technology and information technology related works across the globe. We have got multiple offices, almost around 90 locations across the country, and we have gotten to operations worldwide in different verticals and different geographies. So, as a part of Tech Mahindra, I manage the central government that is the public sector business for Tech Mahindra, based out of New Delhi, in India. And we handle the complete large public sector organizations and different ministries which are coming into the government of India. >> Wonderful! Satyendra, obviously public works, relatively self explanatory, but, tell us a little bit about your organization, your roll, and, if you could, introduce the project that your group worked with Tech Mahindra on. >> Okay, so, Central Public Works Department is a 165 year old organization that was aided by large technology. In 1854 was when this organization started working. The primary responsibility of this organization is to build the consistent works of the government of India. Primarily in the buildings sector. We see predominantly, Tech Mahindra will see predominantly you aiding the department, is that technical add-on to the government of India regarding these concepts and matters. Right, so, this department is spread across the country, from north, and in the south, Kerala. And from Gujarat in the west to another place in the east. This department has departments across the country. We had to use, with all tech with all the top companies we had thought (indistinct) is that only the building but we created and perfected from the government of India, like, the stadiums. That is not so many, wanted something that would have been very useful regarding the tsunami. Tsunami came so the government, the projects we picked up would be constantly small houses that we'd have to give it to. And CPWD, using the info technology since long, but we have it all along (indistinct) in value. Now, last year, it had been decided that we would implement the IT system in the CPWD very hard softwares and will be implementing a single use form, and everything will be connected to each other, too. So, this is what the internet for part of the implementation is. As far as myself is concerned, I am in charge of the implementation of this year for the system in the department. From it's inception to the end, and detailing the whole of the process until all the onboarding of the Tech Mahindra, and the implementation of. And then, from there after waiting a minute to, in the department to make it adaptable, we tell everybody. These are the roles that I have. >> All right, Gautam, if you could, migration's obviously a big part of what I expect Tech Mahindra is helping customers with. Help frame up, you know, the services that you're doing, talk a little bit, if you could, the underlying AWS component of it, and, you know, specifically, give us a little bit about Tech Mahindra's role in the public works project that we were just talking about. >> Okay. So, coming to the relationship and the journey which you have started for the CPWD project, it's around a year, year and a half work when you have started interacting with CPWD. By understanding their business challenges and the business department, which is primarily automating the whole processes. And there are multiple applications, multiple processes which they wanted to automate. Now, definitely once their automation comes into the picture, you have to take place the complete automation of the applications, the complete automations of the infrastructure, and the complete automations of the UI part of it. That is the user perceptions, user interface, right? So, all three has been covered by this company to automation process. As a part of the system integrations business, our main objective is to plan and bring the respective OEMs, who are the best of the great, our technology providers, to bring them to utilize those platforms, and to utilize those course applications, so that, by utilizing those technologies and applications, we can automate the complete process and provide the complete drill down management view to CPWD for their inter-operations and application. In the process of doing that, what we have done, we have brought in SAP as an ace for HANA implementation, which is the primary business applications which will be implemented in CPWD. The inter-user log-in and user interface will be done through a portal, and that portal will be utilizing the Liferay user portal, which will be the front end user interface. There will be an eTendering application, which will be also through one of my large general partners, who will be working together for us for the eTendering applications, which is also a part of ours, and 40 of the whole automation process. And inter-application, eTendering, the portal, and all the applications, as a matter of fact, will be hosted to the cloud on AWS platform. Now, once you're talking about the AWS platform, that means it will implement the complete infrastructure of the service, and the complete platform as a service. So, all the computed storage, everything will be deploying from the AWS cloud, and necessarily all the platform in terms of your database applications, all third-party tools to do the performance testing, management, monitoring. Everything will be provided as a platform of the service by AWS. So, we, engaged AWS from the beginning itself, the AWS team, and SMP team, both major OEMs worked with us very hand and gloves from day one. And we had multiple interactions with the customer. We understood the challenges. We understood the number of users, number of iterations, number of redundancy, number of high, I mean, the kind of high availability they will require in times of the business difficulty of the applications, and based on which, together, along with AWS, Tech Mahindra, and SAP, all three of us together, and I have the complete solutions, architecture, and the optimizations of the whole solutions, so that overall impact comes to CPWD as the customer, the ultimate results, and the business output they deserve. You know? So, that is where we actually interacted. We have got the interactions with AWS solutions team, AWS architect team, along with our interface architect and the solutions team, who worked very closely along with the customers, them desizing so that it exactly matches the requirement not only for today, down the line for the next four years, because the complete implementation cycle is 18 months, and after that, Tech Mahindra is a prime service provider. We'll provide the four years after implementation support to CPWD, because we all understand that any government department, they need government understanding. These kind of business applications implementation is a transformation. Now, this transformation definitely cannot happen overnight. It has to happen through a process, through a cycle, and through a phase, because there will be the users who will be the proactive users who will start using the inter-applications from the beginning, and, gradually, the more and more success, the more and more user friendliness will come into the whole picture. Then, participation for multiple users, multiple stakeholders will come on board. The moment that comes in, the users load, the user's participation and user's load, both into the platforms, both into the infrastructure will keep on changing, keep on increasing, and that is why our role will be how to manage the complete infrastructure, how to manage the complete platform throughout the journey of this transformation of five and a half years. And that is what the exact role as a prime and large MSP Tech Mahindra will perform for the next five and a half years along with AWS, along with CPWD, and along with SAP. (coughs) >> All right, well, Satyendra, Gautam just laid out, I think, a lot of the reasons why they won the customer obsessed award from AWS on this. You know, I think back to earlier in my career and you talk about NSAP rollout, and it's not only the length of time that it takes for the rollout, and the finance involved, but what Gautam was talking about is the organizational impact and adoptions. So, I would love to hear from your side. You know, what were the goals that you had coming into this? It sounds like getting greater adoption inside the organization for using these services. Give us your insight as to, you know, how that roll-out has been going, the goals you had, how you're meeting them, any success metrics that you use internally to talk about how the project has gone so far. >> We implement the Atlas System in the CPWD, the activities going on since a long time. It was more than one and a half years had been passed, we have angers, one of them concerning our ideas and the way we transform our business processes. They have some certain ideas and that the app implementation is the last one. Most of them have been implemented and we have started, started to get ideas to implement some, but we had bad interactions with all the leading IT service providers in the country, along with all the leading cloud service providers in the country, and this, of course, all the leading EIP services, OEMs, EIP, OEMs, so and so. But, it's a long journey, we have a trial approximately half of the deadline from there. To inform returning process, Tech Mahindra has been appointed as the system integrator and they have come with all the sorts of the services that they are offering, for example, they plan to use SAP, and EIP will be in there, as well. This "one life" system for the portal, eTendering, is a primary credit, has been done. And overall everything has been hosted on the AWS cloud platform. So, it's just that, when could we have. And, everybody knows that Amazon is the leading cloud service provider with the largest of the facilities available with us, so, during this journey, we have got lots of support from the AWS via lots of the credit regarding us to get it set up with the AWS team, and continuously boosted our office and explained each of our queries on this, and now, from the march onwards, Tech Mahindra has started the implementation process we are in. More than four months have been passed since then. And we have covered a lot. The whole objective of this implementation is all our activities will be done on this EIP system, only that if somebody is working in the CPWD, you will activate that. Work in the CPWD on the EIP, or you will not be able to work at all. This is a light goal and whole system. But, all of our system is going to be automatic. Earlier, we were having a different idea because when we were working in the silos, everything we wanted to be integrated with each other, and the time that will be invested to make the entry of the different activity at a different time and with the applications, applicants are not talking to each other, they are working in the silos, but that will go away. So, what we are expecting everything will be on the EIP system, as well, and we are expecting the efficiency of the CPWD unit is going to be increased tremendously. Apart from this, they will handle a more number of the works compared to what they were handling and the time in it since. And everything will revolved around the click of the buttons and we need not to go and ask from anybody to give the reports, et cetera. So, problem management must peak, too. By the click of the button, we will also be able to get all the inputs, all the reports with what is going on across the country. And that idea. So, it is going to be really a transformation to the working of the department, and, in whole, the entire public work center of this country is going to be benefited out of this. This has been like a lighthouse today. This EIP implemented in the CPWD is the lighthouse up ahead, so there are more than 30 public work departments, said public work departments are working, so this is going to create and open a window for everybody there. Once it is a success of this implementation, we'll have it far reaching implication on the implementation of that EIP system or a similar idea for implications in the public works or in the whole country. So, so, there's lots of these stakes our there. To any and, hopefully, with the help of Tech Mahindra, with the help of SAP, AWS, and Amazon, one day they will be able to implement successfully and we will, we are going to get the benefit out of. Everybody is going benefit, not only the Central Public Works Department, but all of our stakeholders. All the stakeholders in terms of businesses, in terms of their reach to the Public Works, and there is a new door to open because the IT had not been leveraged the way in the Public Works Department in the central department or the state government. The other IT system hadn't used EIP. It is going, it's a lighthouse headed to success. We'll have a far reaching implication for everybody. >> Well, I tell you, Satyendra, that's been the promise of cloud, that we should be able to do something, and the scalability and repeatability is something that we should be able to go. Gautam, I want to give you the final word on this. You know, speak to how does cloud, how do we enable this to be able to scale throughout many groups within the organization without having to be, you know, as much work, you know. I think about traditional IT, it's, well, okay, I spend a project, I spend so much time on it, and then every time I need to repeat it, I kind of, you know, have that same amount of work. The, you know, labor should go down as we scale out in a cloud environment. Is that, what you feel, the case? You know, help us understand how this lighthouse account will expand. >> Okay. So, any cloud, you know, have initiative nowadays into any organization. It depends. It primarily benefits in both the ways. Number one, the organization doesn't require to invest up front on the capital expenditure part of it. That's very important. Number two, the organization has got the flexibility to scale up and scale down based on the customer requirements. Within a click of the mouse. It doesn't take any time. Because the inter-positioning of the infrastructure is available with the cloud infrastructure service provider. And, similarly, the scaling of the platforms, that's also available with the cloud infrastructure provider. So, once you do the complete mapping requirement and the sizing for the entire tenure of the project, then the provisioning and deprovisioning is not a matter of time, it can happen with a click of mouse. That's number one. Number two, it's become a challenging activity for any government organization to have their own IT set-up. To manage such a huge, mammoth task of the entire infrastructure, applications, services, troubleshooting, 24 by 7, everything. So, that's not expected from the large government organizations, as such, because that's not their business. Their business is to run the country, their business to run the organization, their business to grow the country's different ideas. And, the IT services organizations, like Tech Mahindra, is there to support those kind of automation processes. And, the platforms which are available on the cloud nowadays, that's the ease of inter-applications, inter-management, monitoring, availability of the entire infrastructure, that makes use of the whole, complete system. So, it all works together. It's not a thing that the system integration organizations already will do the all new reform. It has to happen in synergies. So, application has to work together, infrastructure has to be available together, the management, monitoring has to happen, scaling up, scaling down has to happen, all kinds of updates, upgrades, and badges down the line for the company, continuing of the whole contract has to happen so that the system, once up and running and benefited, it's performing at least for a period of the next five years, as the tenure of the contract, in multiple department happens. Now, what Mr. Gupta was saying, it's very very true that CPWD is the kind of motherly organizations for all public works departments in the country. And, all the public works departments in the country are eagerly looking at this project. Now, it is very important for all of us, not only for Tech Mahindra, Tech Mahindra, SAP, Liferay, and AWS, together, to work and make this project as a success, because it is not a reason that, as a simple customer, this project has to be successful. It's a flexible project for the government of India, and it's been monitored by Didac Lee, the government of India officials, and top ranking bodies on a day in and day out basis, number one. Number two, if we become successful together in this project, there will be an avenue for what Satyendra Gupta has said. That all state PWDs will be open to everybody. They will try and adopt, and they will try and implement a similar kind of system to all the respective states in the country. So it's a huge opportunity in terms of technology enhancement, automations, infrastructure, applications, and moreover, as a service provider, to provide the services to all these bodies, together, which, I feel, it's a huge huge opportunity for all of us together, and we are confident that we will work together, hand in gloves, the way we have done from the day one of this initiative, and we'll take it forward. >> All right, well Satyendra, thank you so much for sharing the details of your project, wish you the best of luck with that going forward. And, Gautam, congratulations again to Tech Mahindra for winning the most customer obsessed migration solution. Thank you both for joining. >> Both: Thank you. >> Thank you very much. >> Thank you very much. >> All right, and thank you for joining. I'm Stu Miniman, this is theCUBE's coverage of AWS Public Sector Partner Awards. Thanks for watching. >> Gautam: Thank you very much. (bright upbeat music)
SUMMARY :
the globe, it's theCUBE. First of all, from the and the team on the win. is the public sector and, if you could, introduce the project in the department to make it role in the public works project and 40 of the whole automation process. and it's not only the and the time that will be and the scalability and the management, monitoring has to happen, again to Tech Mahindra of AWS Public Sector Partner Awards. Gautam: Thank you very much.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Satyendra | PERSON | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
Satyendra Gupta | PERSON | 0.99+ |
Gautam | PERSON | 0.99+ |
Tech Mahindra | ORGANIZATION | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Tech Mahindra | ORGANIZATION | 0.99+ |
Gautam Chatterjee | PERSON | 0.99+ |
India | LOCATION | 0.99+ |
Mahindra | ORGANIZATION | 0.99+ |
Gupta | PERSON | 0.99+ |
Amazon Web Services | ORGANIZATION | 0.99+ |
last year | DATE | 0.99+ |
CPWD | ORGANIZATION | 0.99+ |
Stu Miniman | PERSON | 0.99+ |
Liferay | ORGANIZATION | 0.99+ |
New Delhi | LOCATION | 0.99+ |
Gujarat | LOCATION | 0.99+ |
Central Public Works Department | ORGANIZATION | 0.99+ |
Didac Lee | PERSON | 0.99+ |
1854 | DATE | 0.99+ |
18 months | QUANTITY | 0.99+ |
Guatam Chatterjee | PERSON | 0.99+ |
SAP | ORGANIZATION | 0.99+ |
40 | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
more than 30 public work departments | QUANTITY | 0.99+ |
More than four months | QUANTITY | 0.99+ |
Both | QUANTITY | 0.99+ |
five billion dollar | QUANTITY | 0.99+ |
Central Public Works Department | ORGANIZATION | 0.99+ |
more than one and a half years | QUANTITY | 0.99+ |
five and a half years | QUANTITY | 0.98+ |
165 year old | QUANTITY | 0.98+ |
7 | QUANTITY | 0.98+ |
this year | DATE | 0.98+ |
HANA | TITLE | 0.98+ |
eTendering | TITLE | 0.98+ |
Kerala | LOCATION | 0.98+ |
four years | QUANTITY | 0.98+ |
Shail Jain, Accenture, Nitin Gupta, AWS, and Sumedh Mehta, Putnam
>>live from Las Vegas. It's the Q covering AWS executive. Something >>brought to you by Accenture. >>Welcome back, everyone. We are kicking off day two of the cubes. Live coverage of the ex center Executive Summit here at AWS. Reinvent, I'm your host, Rebecca Knight. We have three guests for this panel. We have some bad meta. He is the chief information officer at Putnam based in Boston. Where? Boston People together. Thank you so much for coming on the show. Nitin Gupta. He's the partner and solutions lead. Financial service is at AWS Welcomed and Shale Jane back again for more. Who leads the data business group in North America. Thanks >>so much the last time. >>Yes. We can't get enough of each other. So thank you so much for coming on the show. We're talking about the data data journey and financial service is so I'm gonna start with you, Sam. It tell us. Tell our viewers a little bit about Putnam. That your assets under management. Your employees? >>Sure. So you know, problem is a global firm. We are a leader in mutual funds in the mutual fund business. We're in 84 year old organization. We based in Boston on, and we are known for innovation. We've done a lot of firsts in our industry on our focus has always bean looking after the needs of our shareholders. So even as we launch digital transformation, we launch it with the lens off, making sure we're covering the needs of our shareholders. >>So what was the impetus? What was the driving force to it? To embark on this cloud journey? >>Sure, So you look recovered. The financial markets recover industries. We look at our own industry as well. Things are changing rather rapidly, right, if I may just turn it around a little bit. Last year's letter from our CEO Bob Reynolds, said That problem now has Maur increasingly Maur four and five star funds, according to Morningstar, then we've had it as a percent of total funds ever. Before we had inflows, when the rest of the industry were having outflows, we built a digital platform and we said digital technology at problem is how we gonna view the internal technology department who will help enable our company to go and provide the investment insights directly to our advisors and to our shareholders so that they can benefit from the performance that we're we're delivering, right? We can only do that through a change. What's really going on in our industry is that there's more choice that's now available to shareholders than ever before. So while we talk about where there's outflows in in in our world, there's actually a lot of flow happening, right, So So it's for us to figure out how. How are the tastes changing right? What are people buying would do advisors need? When do they need them and can reposition ourselves to service them at scale, and so that those are the things that are driving our business? For us to continue to serve the shareholders needs. We really need to be in tune with where the market is. So we're helping do that at Putnam through technology, >>so shale in it. And I mean, what he's just described is thin. This enormously changing landscape and financial service is disrupted by a lot of new entrance. A lot of financial text in tak, a lot of different kinds of technologies. A lot of industries are experiencing this rapid pace of change. How do u ex ensure in AWS work with Putnam amidst this tremendous change, and how do you sit down with the client and sort of work out? Where do we go from here? >>So you know, I want to touch upon a couple of things that made you said And Rebecca You said, So no one is the cloud of their journey. It's It's not a destination that you're trying to get to, And then the other thing that you talked about, it's change. So we had in the cycle right now. But there's a lot of change happening at an industry we had in the cycle Where you nothing, that $38 trillion or something, which is a generator, you know, they're just getting transferred from one generation to the other. I'm not getting any off it. Unfortunately, you know >>all of >>this change that is happening in the industry. What is really required is you need something up in terms of technology, a platform that allows you to move quickly on adapt really quickly to this change. And I think that's where cloud comes in when we talk about all the new generation technologies like data machine learning, artificial intelligence, how >>do you >>leverage all of those. How do you fail quickly? How do you test experiment? Run thousands of not millions of experiments and see what will work in what will not work and do that in a very cost effective way and cloud of a very easy. It's an effective way to do it. And the weight of Louis is helping our customers. Obviously. You know, we we announced a bunch of service is yes, today way have the widest and the deepest tack that is dead in the industry today. You know the strength of our partners. Accenture. So you know, Accenture has Bean one of our longest standing partners altar and financial firm on, you know, working with them, working with our partners to enable our customers. But then we're also investing very heavily in building our industry capabilities. Are accounting solution architects? Professional service is security professionals helping our customers answer all the questions that they would need to answer as they go in this journey with us. So it's, you know, we are in this with them for for the long haul on dhe, you know, super excited about parking trip. >>So from our perspective, I think where we view the world as at a point where we're post digital, where digital was to put a front end that made your engagement with the customers much better. But now we're talking about intelligent enterprise, which is to really digitize the company from the inside out. So not only you need cloud for agility and all the other benefits that cloud offers, but you also need to look at data is the vehicle that would actually not only transform the culture of the company but also be able to integrate with your partners. For example, Cement talked about, you know, getting mind share from the advisers. But if you can exchange data, integrate data much better, faster with them and serve data to them in shapes and speeds that they need, they'll be more amenable to put you on their roster as well. So I think we're seeing a change that's mostly driven by the fintech industry disruption. That's that's happening as well. And it is no better time than now with the cloud and data to really help transform companies like >>the's tons of innovation, right, it's We heard Andy Jassy talk about the Let's roll Sweet the Sweets that are available to us. Our job is to learn what they are and how does it apply to our business because at the end of the game you said it's about our shareholders. It's about the value that we can bring. But we want to harness the power off all of the innovation, and we can't even though we've Bean an innovator, we're not going to innovate alone, all right, so it's really helpful to have to surround yourself with partners who have done this before, to be learning from others and bringing in the right tools at the right time, so so we can turn things around quickly, right? This is way are obviously very conservative and risk averse when it comes to managing other people's money. So we have to be very, very careful. Having said that, you know, we want to learn about all the guardrails we can put in place so we can go faster. >>I want to actually do something about what Shayla brought up, and that is the cultural change within the organization, because change is hard and so many people are resistant, particularly when things are going relatively well and they say Why mess that up with the new technology? So how is hard? Maybe >>is the understatement of the week very hard, and as you guys know, you know where it's not. It's not hard because people don't just want changes. They are experts in things that they've been doing for the last 15 years. 20 years. They've bean at our firm for a really long time. They really know how everything works from front to back. What happens, though? Now, when we get a changing need from the market and people want to buy things differently and we want to sell different products and maybe wanna introduce new products to the market, we can create bottlenecks that slow things down if we're not careful. So this is where we want to learn about the two pizza teams and how you can do things faster. How can we apply that to our world? Which means business partners working with technology, co located in small teams, being completely empowered to deliver solutions, right, working with our risk and compliance people, making sure that everyone's doing things that there were supposed to be doing right? How do we put that to work in the financial service is industry. So where we're learning as we go, we're learning to break down the sidles in the organization, and it's hot all the way around because we're experts in our areas. We know what we've done really well. But fortunately we have a leader in our CEO who's basically said that Let's transform problem so that we become leaders in the digital era for financial service is so with his support waken. Get the executive team align, and as the executive team aligns, then you find that people in the organization they want to work in this model, right but way don't know yet what we don't know, right? It's so we know how to do things from yesterday. Now we're learning and working together. So you guys have come in and this is where we've said, Bring in the people who have done this before and let's hold a session with 40 50 people that Putnam and let's just learn about what that transformation looked like at other places, so we don't make the same mistakes. >>Well, that's what Andy Jassy said in his fireside chat this morning. He was talking about how he had surgery recently in the question you need to ask your surgeon is how many times have you done this surgery? Because that is the critical thing. And so having a trusted partner is so important. So how how does it work that we're working together, collaborating on this relationship? How are you ensuring that Putnam doesn't make mistakes and does do the right tool for the right job shell? >>So, um, earlier this year, we actually launched an offering. A devious lighthouse with eight of us and what it is is a is a collection off. All of our assets are thought, leadership and architectures that we have garnered over the years, having worked with plants like Putnam and have them through the journey. So we put them all together and we bring Bring that Fourth Putnam is one of the first clients actually take advantage of it Abuse Data Lighthouse and, for example, we have a methodology that is specially customized for doing data on on eight of us. So things like that is what we bring to the table to help eliminate the risk that they may encounter. >>And data is critical to us, right? It's we manage a set of data assets, and that's the engine off the organization. So when we look at cloud migration way, look at what's our data strategy? How are rebuilding the so called you guys introduce the terminology for confirmed data sets? And then can we gallon eyes the rest of the organization around it, from investment professionals to operational professionals who used that data every day. Manager governent Make sure that it is what it's supposed to be. And to do that in a cloud environment where their user experience becomes a lot simpler, a lot easier almost takes I t a little away from the day to day. We don't have to be in the report writing business because we can make them more self service right that will create efficiencies in our organization. Our clients are asking us to do things at a lower cost than ever before and introduce more products and more tools and more service is right, so >>I would just tie with Samantha, just said with your question about culture. So if you can make it easy for people, for example, making things self service and data that's discovered through a catalog, so you have a place where you can go and find all the data sets it available. What is the quality? What is the veracity of data and then be able to take a piece of that and try some experiments with it? I think that would enable the cultural change much faster >>because they are able to basically do their jobs better. >>Yes, yes, >>it is. A is a more productive implement. Will highly >>engaged employees, right? We don't want to be in a situation where we find a lot of those disengagement moving employees and the mission for company. We want high engagement. We own people committed to what they're doing. We want to remove hurdles, and technology is they can produce great efficiencies, but it's not done right. It can also be a big hurdle. So we want to learn how to deliver the right tools, the right products to make it easier for way like to say, bring delightful experiences for our clients and our employees. >>Delightful. Another were another Jeff Bezos favorite word of his Obviously Putnam is, is a real innovator and really on the vanguard of this new technology. What are you seeing in the greater financial service is landscape. I mean, how how what are the what is the corporate mind set when it comes to this kind of change? >>So you know, when we look across our financial service is customer base across banking, capital markets, insurance pretty much every customer today. The question is not, you know if we should move to the cloud or when should we move to the cloud? But I think every every CEO and see io is asking the question, How do I move too loud? And what applications do I move over? How do I start on this journey of transformation? Whether it's a digital or it's reducing costs are improving my risk. Posher whatever that end goal is on dhe, you know, when we look at use cases across the industry, risk and data is with one of the easiest use cases to get started with, say, on Ben Field. They were looking at Solvent E to calculations for 25 million other policy holders, and they reduce that time from 10 days to 10 minutes. That is a, you know, really good use case off getting moving to the cloud. You know, if Indra is a great example. They're very public customer analyzing 38 building over market records in the stock market and looking in on alive in all of the data. On it up with data and risk is one of the core use cases that companies start with but then >>has to >>get more as they learn more about the cloud. As they get more get a deeper understanding, they start looking at other things, like Transforming Corp core applications. Today we have core creating applications, scored insurance application score, banking applications that are running running on the cloud. And then they start looking and innovation. You know, how do we look at artificial intelligence? How do we look at machine learning? How do we look at the new technologies to really transform our business and one of the great use case? And we thought so. You know, a lot off insurance companies Liberty Mutual using Lexx as part of their there was a conversational agent for their customers. But one of the interesting examples I have is it's ah, it's a reinsurer in Denmark, Italy insurer in Denmark, and what they're doing is they're using image recognition from from Amazon to look at on accident in the field and then analyzing that, using the using our recognition service to see what that that actual damages and what the cost is and feeding that information to the underwriter really compressing the time that it takes two from a clean filing to processing and payment to a matter of a few few few hours on getting that payment to the to the customer. So really creating a very positive customer experience. >>So it speaking of customer experiences, what have you know? You said you thought you were in service to your shareholders. What have been some of the results that you've seen? >>So you have to look across the organization, right? So our advisers served the need on the retail side, so we were like a bee to be business, right? So we have to be cognizant of what's going on in their world. They're sitting down with clients and talking through the choices, and they have certain needs what they need to fulfill their obligations. They need to explain why they're doing what they're doing. If Putnam knows where each of the advisers are at in their journey with their clients, we can be more helpful to them in explaining why our funds are behaving the way they are right, that information can be had at the right time at the right moment when they need it. Need it, And that brings advisers closer to our our teams are retail distribution teams are marketing teams are investment teams are investment professionals, are using data and analytics to get information to. We're using technology to get information to them faster, so companies are doing releases. There's a ton of information out there these days. We're using technology to dig deeper into the press releases as well as the SEC filings, looking at the footnotes, really trying to understand what they're trying to say, what they said before and what are analysts should be focused on. And we can take a 70 page document, condense it to seven pages and pinpoint what the technology tools say's are really insights. And the analysts will take the time and read the whole thing. But they'll also look at the insides and they'll add it into their process. So technology's additive to the investment process and really making a change help and then that's helping Dr performance. So at the end of the day, we're living good performance on our funds through data analytics technology, you know, give you another example. Some off the were were very strong in the in the mortgage analytics business and on the fixed income side. Our team's very well known. They've been together for many, many years now. They're starting to use data at scale, and we found that being able to go to the cloud to do these analytics right in hours instead of days has really made a material difference in the number of iterations we can run. So now the questions are, when we do risk management, can we do that a little differently and run more reiterations and get more accuracy? So we're seeing all of that benefit. That's direct user experience, that people are seeing people seeing how technology is helping them do a better job with their thesis. >>Excellent. Thank you so much for coming on. The Cube seem ed knitting and shale. A pleasure having you on. >>Thank you for being here. >>I'm Rebecca night. Stay tuned for more of the cubes. Live coverage of the Ex Center Executive Summit coming up in just a little bit
SUMMARY :
It's the Q covering He is the chief information officer at Putnam based So thank you so much for coming on the show. So even as we launch digital transformation, We really need to be in tune with where Putnam amidst this tremendous change, and how do you sit down with the client But there's a lot of change happening at an industry we had in the cycle Where you What is really required is you need something up So it's, you know, we are in this with them for for the they'll be more amenable to put you on their roster as well. It's about the value that we can bring. So this is where we want to learn about the two pizza teams and how you can do things faster. the question you need to ask your surgeon is how many times have you done this surgery? So we put them all together and we bring Bring that Fourth Putnam is How are rebuilding the so called you guys So if you can make it easy for people, for example, A is a more productive implement. So we want to learn how to deliver the right tools, the right products to make are the what is the corporate mind set when it comes to this kind of change? So you know, when we look across our financial service is customer base across banking, a matter of a few few few hours on getting that payment to the to So it speaking of customer experiences, what have you know? So at the end of the day, we're living good performance on our funds Thank you so much for coming on. Live coverage of the Ex Center Executive Summit coming up in
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Rebecca Knight | PERSON | 0.99+ |
Rebecca | PERSON | 0.99+ |
Denmark | LOCATION | 0.99+ |
Boston | LOCATION | 0.99+ |
Andy Jassy | PERSON | 0.99+ |
Nitin Gupta | PERSON | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
Bob Reynolds | PERSON | 0.99+ |
Samantha | PERSON | 0.99+ |
Las Vegas | LOCATION | 0.99+ |
10 days | QUANTITY | 0.99+ |
Accenture | ORGANIZATION | 0.99+ |
Liberty Mutual | ORGANIZATION | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Jeff Bezos | PERSON | 0.99+ |
seven pages | QUANTITY | 0.99+ |
25 million | QUANTITY | 0.99+ |
North America | LOCATION | 0.99+ |
Morningstar | ORGANIZATION | 0.99+ |
Transforming Corp | ORGANIZATION | 0.99+ |
Sam | PERSON | 0.99+ |
84 year | QUANTITY | 0.99+ |
two | QUANTITY | 0.99+ |
$38 trillion | QUANTITY | 0.99+ |
Putnam | ORGANIZATION | 0.99+ |
Last year | DATE | 0.99+ |
one | QUANTITY | 0.99+ |
eight | QUANTITY | 0.99+ |
yesterday | DATE | 0.99+ |
38 | QUANTITY | 0.99+ |
70 page | QUANTITY | 0.99+ |
each | QUANTITY | 0.99+ |
three guests | QUANTITY | 0.99+ |
four | QUANTITY | 0.99+ |
10 minutes | QUANTITY | 0.99+ |
20 years | QUANTITY | 0.99+ |
today | DATE | 0.99+ |
Shale Jane | PERSON | 0.99+ |
Putnam | LOCATION | 0.98+ |
earlier this year | DATE | 0.98+ |
Today | DATE | 0.98+ |
Ex Center Executive Summit | EVENT | 0.98+ |
SEC | ORGANIZATION | 0.97+ |
five star | QUANTITY | 0.97+ |
Shayla | PERSON | 0.97+ |
Ben Field | PERSON | 0.97+ |
Lexx | ORGANIZATION | 0.97+ |
two pizza teams | QUANTITY | 0.97+ |
40 50 people | QUANTITY | 0.97+ |
Shail Jain | PERSON | 0.97+ |
millions | QUANTITY | 0.96+ |
Abuse Data Lighthouse | ORGANIZATION | 0.95+ |
Indra | ORGANIZATION | 0.95+ |
this morning | DATE | 0.94+ |
first clients | QUANTITY | 0.94+ |
one generation | QUANTITY | 0.93+ |
Maur | PERSON | 0.93+ |
Reinvent | PERSON | 0.92+ |
firsts | QUANTITY | 0.91+ |
day two | QUANTITY | 0.88+ |
Sumedh Mehta | PERSON | 0.86+ |
Italy | LOCATION | 0.83+ |
Putnam | PERSON | 0.83+ |
Louis | PERSON | 0.82+ |
case | QUANTITY | 0.74+ |
Solvent E | ORGANIZATION | 0.69+ |
last 15 years | DATE | 0.66+ |
Fourth | QUANTITY | 0.65+ |
Executive | EVENT | 0.63+ |
thousan | QUANTITY | 0.62+ |
Cement | ORGANIZATION | 0.58+ |
CEO | PERSON | 0.54+ |
Ravi Srinivasan, Forcepoint & Rohit Gupta, AWS | AWS re:Invent 2019
>>LA from Las Vegas. It's the cube covering AWS reinvent 2019 brought to you by Amazon web services and along with its ecosystem partners. >>Hey, welcome back to Vegas baby. This is the cubes coverage of AWS reinvent 19 this is day three. John Walls is my cohost Jay. Welcome back to Vegas baby Vegas. It's Vegas baby. And you know I'm looking out back. So this is not like a day three crowd. It's really not. Now you can kind of yell out in the hallway and your echo bounce around, but there are a lot of people still here, a lot of business still being done. There really are. There's no shortage of that. And because we're live on the queue, what happens in Vegas doesn't stay in Vegas. So we're happy to welcome a couple of new guests to the queue that are going to share all these great things about security and teach us to, to my left is Robbie's sort of Austin VP of solutions and platform marketing from forest points and from AWS. >>Roe had gooped up global segment leader insecurity. Gentlemen, welcome. Thank you. Thanks for having us. So we can't go to any event without talking about security. It's, it's one of those topics that I think every generation understand when there are big breaches like Capitol one that happened recently or Facebook, even the older generations who are still in the workforce today, they understand it to some degree. The security is so complex. And, and Ravi, one of the things I know that's most challenging about security, especially cyber, is humans are 90 plus percent of the problem. It's human errors, right? Talk to us about Forcepoint. I love the tagline, human centric cybersecurity. How can you help us humans fix all of the errors that we're causing? Or can you, Doug, good question. It's, it's the cat and mouse game, right? Uh, so Forcepoint is a purpose belt, a user and data protection company, right? >>And we're focused on the digital identities and the behavior of their cyber behavior to be able to understand that and then protect, um, data and the users as well. So that's what we refer to as human centric cybersecurity. And how long have you guys been working on this? Oh, we've been working on this for decades. It's the problem with traditional security was all infrastructure centric, guns, guards and Gates and magic will happen. And then turns out those bad actors figure out the guns, guards and Gates and always looking to compromise users and their access. And so independent of whether the attack is external or internal, it's that compromise that that's the focus. And so when you focus on the compromise, that's where we focused on in terms of how to help companies with security. So, so what, what does that connection between behavior in between operations? >>I mean, so what are you looking for in terms of what that user's doing correctly or incorrectly? I mean, what kind of markers do you have? What kind of signs do you get? And in what corrective measures can you put into the process that automatically will correct or at least address that? Yeah, so let me take an example. Right? Um, so if I'm a developer, I'm building using Amazon's awesome services, putting a lot of content in there. I use get hub as a storage. I put a lot of information in there and I'm doing that quickly to get my project done. Right. As I do that and I launched that application, then security comes along after after fact and says, well, let's put security design a day and then how do we protect the data? That model is breaking. Why is it breaking? Because companies are saying users are no longer coming just from the enterprise. >>They're working from home, they're working from the Starbucks and they're accessing the same data and bad actors follow that too. What do they do? They follow the users and go, I can then pretend to be Ravi and get access to the data. And that's how you see a lot of the breaches. So what we're looking at is the behavior of Ravi as an employee. I engage with my mobile device, with my laptop, I get access. I work from eight to five, I'm in Austin most of the times. So the markers are user related, device related, and also context. It's like, why am I logging in from Austin? And at the same time also seeing a login from China that doesn't look right. So that's, that's an example of a behavior. So what's the red flag that goes up there? And you mentioned China, that's an extreme example, but I'm sure there are some more subtle or some not quite as obvious. >>I mean, what exactly is that, that prophylactic measure that that comes in that's automated that says, wait a minute, I don't think this is Ravi, although it's in Denver or it's on this server, whatever month. You know what I mean? Absolutely. So again, the context is built out of three things, users, devices and the environment. Right? By triangulating on those three things, you can actually capture very subtle needle in the haystack of being able to say, look, this is Robbie's behavior. So we're going to let him access get hub. We're going to let him access all the resources on Amazon, but as soon as we see deviations from that, we're going to throw a yellow flag. We're going to ask them to login with a multifactor authentication or some, some other additional form of engaging. Then if we still see more deviations, then we say the word, I'm actually blocked that and I can safely block it because I know that this is not Ravi anymore. Right. And that's how we've seen a lot of organizations use behavior at the heart of their security posture. >>So Rohit, before we went live, you, you told John and me that you've been in security for a thousand years. So one of the biggest challenges though besides people is, is being reactive. And when companies have to be reactive to security events, whether they're ostensible or, or more subtle like John talked about, that can potentially be catastrophic. Can you just talk to us a little bit about some of the historical changes say in the last few years that you've seen where companies, there's no time to go from react to be reactive. How are companies leveraging technologies like Forcepoint and AWS to go from reactive to predictive to eventually prescriptive? >>Yes, that's a good question. And firstly, it's a dozen years, not a thousand years, but, uh, it feels like that sometimes. Uh, so what we have found is that the cloud actually has helped companies become more secure because security is about visibility and control. And what the cloud does is provide better visibility than was available before because you have things like cloud trail that are showing any event that is happening in the system that you could actually use to figure out what happened before and then you can learn from that quickly and take action to fix it. So that's where the control part comes in. Over time you will get better at understanding the signals, as Robbie was saying, and you can be more predictive or you can take action much faster. And even if you don't completely solve the problem right away, you are able to react much faster. So the damages is minimal. Right? And so we've seen that change happened over the years. Companies are using automation that the cloud brings and coupled with the visibility to really gain control back. >>You know, there, there's um, I don't know if you'd call it a natural tension, but there's certainly some friction. Speed. Security, right? I want to go, go, go, go, go. I want to stop, stop, stop. So I've stopped. Right? So I mean our, our, our, our, they to take years, you know, cat and mouse are the, are they natural enemies or friction or can they be complimentary now in such a way because of what you are developing are the tools that we do have at our disposal now, can you address both? It's very, very interesting. The, when you started with an infrastructure centric security, when you put guns, guards and Gates, they were that tension, right? But when you start to change the conversation about, look, we're not about stopping progress, we want the developers to use the data, but we want them to do use it securely, right? And as you start to think about that approach, then security can actually be an enabler for digital transformation. Just as Amazon is talking today or throughout the last three days about how you've lots of services and enabling digital transformation. That's really our focus too, is how to enable that securely. How to enable users to be able to touch the data wherever it is, but secure that along the value chain >>is security. Is this question for both of you and Rohit? Let's start with you. Where is security and terms of the conversation as Andy Jassy talked about on Tuesday when he was talking about business, true business transformation gotta start at the top, you to have that senior exec level initiative sponsorship that's pushed down into the organization is security at that. I imagine it is at that senior level. Talk to us about how you've seen that evolve and how it is really a cornerstone to digital transformation. >>Yeah. I think security used to be an afterthought. The developers were not concerned about it. They don't teach security or at least they didn't teach security in college and computer science courses. It was not even that important. It's gone from that to an hour board level and perhaps even a regulatory level of discussion where it is being addressed by much higher authorities then even the board of the company. Right. So yes, it has definitely gone from a backroom operation that people didn't care about to something that is really very important and as Ravi said, you can move fast and stay secure. You almost have no choice because you have to move fast, right? Figuring out how to be secure in that environment and you don't do not want to end up in the news ultimately. And so that is why it is a conversation that is elevated. Now to the board level. >>Do you see that, speaking of ending up in the news, and there's a couple of folks whose boobs are here that have been in the news recently for significant breaches, human caused, is that when that becomes a sensational story, is that a facilitator of more conversations of customers coming? And maybe, maybe Ravi, I'll start with you. Customers coming to Forcepoint going, gosh, you know what, here's another example of a breach that affected millions and millions. We need to get our hands around this in a better way so that we can really use that data for competitive advantage to those, those news breaking stories, good for business. >>So we get invited to a lot of board level conversations. Our leaders get invited to speak to boards and the two common questions they get asked is, am I going to be the next target? Right? And then most importantly, the second one is how am I doing against my peer group? Right? And so when it comes to that conversation, as you as rotors, there's describing it, organizations are saying, look, I've gotta be able to run my business and I need to run it securely in order to do that. If I can answer those two questions, I'm not going to worry about the threats and attacks and what happened to in the news. I'm more focused on how can I get this new project deployed, security connected? How do I do this new mobile application? Get that and to protect the data, right? So that's the conversation that boards want to know. >>So they do want the reference point, for sure. Can we, you know, at least it's talk about the headlines and we all see that almost to the point that we're kind of numb to it, right? We're almost desensitized. Another hack, another breach or whatever. So we've, in a way, our mindset is, or Facebook that it happens. Can we get to the different, flip that paradigm to where we almost take for granted that it won't happen, that that are our guide. Our guards are that good. I mean, what does it take to get to that point to where we don't accept preachers and we look at them as an anomaly rather than for kind of the cost of doing business. I mean that's, that's been the central focus for us with the human centric cybersecurity. We're saying if you take, uh, any breach and their story reads, breach happened and then you get all the other what they did after effect, right? >>And then they'd tell you a story that happened that the bad actor or the compromise was happened over some period of time, whether it was months to detecting bad things. Ex-post is hard. But what we are focused on when you look at human centric security as we're saying, the time to steal data is in minutes, but the indicators that it takes to steal that data has been building up. So we're saying if we can use behavior to show that buildup, then we could block it before a breach happens. So it's kind of like a slow drip in your ceiling, right? You see it there, go and go ahead. Don't wait for the ceiling to collapse. Right? You've got a ring that's growing there, so do something about it. Exactly how to identify it. >>Last question as we look at, one of the other things that Andy showed on Tuesday is that 97% of it spend is still on prem. We know that there's a lot of hybrid cloud out there in those types of environments which are becoming more and more the norm. How do you help customers manage all of that data regardless of what's on from what's in the cloud and how things are moving in a secure way. >>And that's where for us the partnership is critical and we see the partnership with Amazon to be very strategic in the fact that Amazon's building up awesome set of foundational controls. That's great. We'll let the developers use that, right? And now as enterprises connect with their data, data is on prem and in the cloud and everywhere in between. How do you then implement security that's closest to where the data sits? So we were leverage a lot of the security controls that Amazon provides. And in addition to that, we then offer more of a unified policy control to provide that control wherever the data sits, whether it's on the end point in line or in the cloud. >>Exciting stuff. Well guys, thank you for joining John and me on the program, giving us more information on, on cybersecurity and some of the opportunities that businesses have to actually use that as an advantage. We appreciate your time. Thank you. Thank you for the time for John Walls. I'm Lisa Martin. You're watching the Q for Vegas. Re-invent 19 thanks for watching.
SUMMARY :
AWS reinvent 2019 brought to you by Amazon web services And you know I'm looking out back. How can you help us humans fix all of the errors that we're causing? And so when you focus on the compromise, that's where we I mean, so what are you looking for in terms of what that user's doing correctly or And that's how you see a lot of We're going to let him access all the resources on Amazon, but as soon as we see deviations So one of the biggest challenges though besides people is, is being reactive. that are showing any event that is happening in the system that you could actually use to So I mean our, our, our, our, they to take years, you know, it is really a cornerstone to digital transformation. care about to something that is really very important and as Ravi said, you can move fast and We need to get our hands around this in a better way so that we can really use that data for competitive advantage And so when it comes to that conversation, as you as rotors, there's describing it, I mean that's, that's been the central focus for us with the And then they'd tell you a story that happened that the bad actor or the compromise was happened How do you help customers manage all of that data regardless And in addition to that, we then offer more of a unified policy control to on cybersecurity and some of the opportunities that businesses have to actually use that as an advantage.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
John | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Lisa Martin | PERSON | 0.99+ |
John Walls | PERSON | 0.99+ |
Robbie | PERSON | 0.99+ |
Andy Jassy | PERSON | 0.99+ |
Tuesday | DATE | 0.99+ |
Vegas | LOCATION | 0.99+ |
Austin | LOCATION | 0.99+ |
Starbucks | ORGANIZATION | 0.99+ |
Ravi Srinivasan | PERSON | 0.99+ |
millions | QUANTITY | 0.99+ |
Ravi | PERSON | 0.99+ |
97% | QUANTITY | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
two questions | QUANTITY | 0.99+ |
Doug | PERSON | 0.99+ |
Denver | LOCATION | 0.99+ |
Las Vegas | LOCATION | 0.99+ |
Andy | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
Jay | PERSON | 0.99+ |
Rohit | PERSON | 0.99+ |
both | QUANTITY | 0.99+ |
Roe | PERSON | 0.99+ |
LA | LOCATION | 0.99+ |
Rohit Gupta | PERSON | 0.99+ |
eight | QUANTITY | 0.99+ |
90 plus percent | QUANTITY | 0.99+ |
three things | QUANTITY | 0.98+ |
a dozen years | QUANTITY | 0.98+ |
Forcepoint | ORGANIZATION | 0.98+ |
China | LOCATION | 0.97+ |
one | QUANTITY | 0.97+ |
second one | QUANTITY | 0.97+ |
two common questions | QUANTITY | 0.97+ |
five | QUANTITY | 0.97+ |
today | DATE | 0.96+ |
day three | QUANTITY | 0.95+ |
Ravi | ORGANIZATION | 0.93+ |
a day | QUANTITY | 0.93+ |
an hour | QUANTITY | 0.91+ |
decades | QUANTITY | 0.88+ |
firstly | QUANTITY | 0.88+ |
19 thanks | QUANTITY | 0.79+ |
last three days | DATE | 0.76+ |
a lot of people | QUANTITY | 0.74+ |
a thousand years | QUANTITY | 0.73+ |
years | DATE | 0.71+ |
couple | QUANTITY | 0.7+ |
couple of new guests | QUANTITY | 0.7+ |
Gates | PERSON | 0.67+ |
a minute | QUANTITY | 0.66+ |
last | DATE | 0.65+ |
Invent | EVENT | 0.65+ |
Knox Anderson, Amit Gupta, & Loris Degioanni | KubeCon + CloudNativeCon NA 2019
(upbeat music) [Reporter] - Live from San Diego, California it's theCUBE covering Goodcloud and Cloud- Native cloud. Brought to you by Red Hat the Cloud-Native computing foundation. and its ecosystem partners. >> Welcome back, we're here at Kubecon Cloud-Native con 2019 in San Diego, I'm Stu Miniman. We've got over 12,000 in attendance here and we have a three guest lineup of Kubecon veterans here. To my right is Loris Degioanni who's the CTO and founder of Sysdig. To his right, representing the Tiger is Amit Gupta who's vice president of business development and Product Management at Tigera, and also Knox Anderson who's Director of Product Management. We know from the Octopus, Amit, that also means that he's with Sysdig. So gentlemen, thank you all for joining. [Loris]- Octopus and Tiger >> Octopus and Tiger, bringing it all together on the tube. We have a menagerie as it were. So Loris, let's start as they said, you know all veterans, you've been here, you've almost been to every single one, something about a you know, a child being born made you miss one. [Loris] - The very first one. >> So, why don't you bring us in kind of what's so important about this ecosystem, why it's growing so fast and Sysdig's relationship with the community? >> Yeah, I mean, you can just look around, right? Kubecon is growing year after year, it's becoming bigger and bigger and this just a reflection of the community getting bigger and bigger every year, right? It's really looks like we are, you know, here with this community creating the next step, you know? For computing, for cloud computing, and really, you know, Kubernetes is becoming the operating system powering, you know, the cloud and the old CNC ecosystem around it is really becoming, essentially the ecosystem around it. And the beauty of it is it's completely open this time, right? For the first time in history. >> All right, so since you are the founder, I need to ask, give me the why? So we've been saying you know, we've been starting this program almost 10 years ago and the big challenge of our time is you know building software for distributed systems. Cloud's doing that, Edge is taking that even further. Bring us back to that moment of the birth of Sysdig and how that plays into all the open source and that growth you're talking about. >> Yeah, I mean, Sysdig was born, so first of all, a little bit of background of me. I've been working in open source and networking for my whole career. My previous company was the business behind washer, then it took on a live service, so, a huge open source community and working with enterprises all around the world, essentially to bring visibility over their neighbors. And then I started realizing the stack was changing radically, right? With the event of cloud computing. With the event of containers and Docker. With the event of Kubernetes. It, legacy ways of approaching the problem were just not working. Were not working the technical level because, you need to create something completely new for the new stack but they were also not working at the approach level. Every thing was proprietary. Every thing was in silos, right? So the approach now is much more, like inclusive and community first, and that's why I decided to start Sysdig. >> All right. so Amit, we know things are changing all the time. One thing that does not ever change is security is paramount. I really say, I go back 10 or 15 years you know, they've got a lot of lip service around security. Today, it's a board level discussion. Money, development, especially here in the Cloud-Native space it's really important so, talk about Tigera relationship with Sysdig and very much focused on the Kubernetes ecosystems. >> Absolutely. So I couldn't agree with you more, Stu. I mean, security is super critical and more so now as folks are deploying more and more mission critical applications on the Kubernetes based platform. So, Sysdig is a great partner for us. Tigera provides networking and network security aspects of that Kubernetes deployment. And if you think about it how modern applications are built today, you've taken a big large model and decomposed into hundreds of micro services so there's procedural cause that were happening inside the code and now API calls on the network so you've got a much bigger network with that service a highly distributed environment. So the traditional architectures where you manage the security typically with the firewall or a gateway, it's not sufficient. It's important, it's needed and that's really where, as people design their architecture, they have to think about how do you design security across that entire infrastructure in a distributed fashion or done in the early stages of your projects. >> Knox, help us understand the relationship here, how it fits into Sysdig's product with Tigera. >> Yeah, so we're great partners with Tigera. Tigera lives at the network security level. Sysdig's secure in that the product we built extends the instrumentation that Loris started off with our open source tool, to provide security across the entire container lifecycle. So at build time, making sure your images are properly configured, free of vulnerabilities at run time, looking at all the activity that's happening and then the big challenge in the Kubernetes space is around incident response and audit. So if something happens in that pod, Kubernetes is going to kill it before anyone can investigate and Sysdig helps you with those work flows. >> Maybe it would help, we all throw around those terms, Cloud-Native a lot and it's a term I've heard for a number of years. But the definition like cloud itself is one that you know matures over time and when we get there so, maybe if we focus in a little bit on Cloud-Native security. You know, what is it we're hearing from customers, what does it mean to really build Cloud-Native Security. What makes that different from the security we've been building in our data centers, in clouds for years? >> Well I thought Cloud-Native was just a buzzword. Does it actually mean something? (laughs) >> Well hopefully it's more than just a buzzword and that's what I'm hoping you could explain. >> Yeah, so again, the way I see it is the real change that you are witnessing is how software is being written. And we're touching a little bit on it at this point. Software intended to be architected as big monoliths now is being splayed into smaller components. And this is just a reflection of software development teams in a general way being much more efficient when you can essentially, break the problem into sub-problems and break the responsibilities into sub-responsibilities. This is perhaps something that is extremely beneficial especially in terms of productivity. But also, sort of revolutionizes the way you write software, you run software, you maintain software, CICD, you know continues development, continues integration, pipelines, the reliance on GIT and suppository to store everything. And this also means that, securing, monitoring, troubleshooting infrastructures becomes much different. And one of things we are seeing is legacy two's don't work anymore and the new approaches like Calico Networking or like Falco and runtime security or like Sysdig secure, for the lifecycle and security of containers are something bubbling up as alternatives to the old way of doing things. >> I would add to that I agree with you. I would add that if you're defining a Cloud-Native security the Cloud-Native means it's a distributed architecture. So your security architecture has got to be distributed as well, absolutely got a plan for that. And then to your point, you have to automate the security as part of the various aspects of your lifecycle. Security can not be an afterthought you have to design for that right from the beginning and then one last thing I would add is just like your applications are being deployed in an automated fashion your security has to be done in that fashion so, policy is good, infrastructure is good and the security is just baked in as part of that process. It's critical you design that way to get the best outcomes. >> Yeah, and I'd say the asset landscape has completely changed. Before you needed to surface finding against a host or an IP. Now you need to surface vulnerabilities and findings against clusters, name spaces, deployments, pods, services and that huge explosion of assets is making it much harder for teams to triage events, vulnerabilities and it's really changing the process in how the sock works. >> And I think that the landscape of the essence is changing also is reflected on the fact that the persona landscape is changing. So, the separation between attempts and operation people is becoming thinner and thinner and more and more security becomes a responsibility of the operation team, which is the team in charge of essentially owning the infrastructure and taking care of it, not only for the operational point of view but also from the security. >> Yeah, I think I've heard the point that you've made a many times. Security can't be a bolt on or an afterthought. It's really something fundamental, we talk about DevOps is, it needs to be just baked into the process, >> Yeah. >> It's, as I've heard chanted at some conferences, you know, security is everyone's responsibility, >> Correct. >> make sure you step up. We're talking a lot about open source here. There's a couple of projects you mentioned, Falco and Calico, you're partners with Red hat. I remember going to the Red Hat show years ago and they'd run these studies and be like, people are worried that open source and security couldn't go side by side, but no, no you could actually, you know open source is secure but taking the next step and talking about building security products with open source give us, where that stands today and how customers are you know embracing that? And how can it actually keep up with the ever expanding threat surfaces and attacks that are coming out? >> Yeah. First of all as we know open source is actually more secure and we're getting proof of that you know, pretty much on a daily basis including you know, the fact that tools like Kubernetes are regularly scrutinized by the security ecosystem and the vulnerabilities are found early on and disclosed. In particular, Sysdig is the original creator of Falco which is an open source, CNCF phased anomaly detection system that is based on collecting high granular data from a running Kubernetes environment. For example, through the capture of the system calls and understanding the activity of the containers and being able to alert about the anomalous behavior. For example, somebody being able to break into your container, extricating data or modifying binaries, or you know perpetrating an attack or stuff like that. We decided to go with an approach that is open source first because, first of all, of course, we believe into participating with the community and giving something as an inclusive player to the community. But also we believe that you really achieve better security by being integrated in the stack, right? It's very hard , for example, to have, I don't know, security in AWS that is deeply integrated with the cloud stack upon us, alright? Because this it's propietary. Why would Kubernetes solutions like Falco or even like Calico, we can really work with the rest of the community to have them really tightly coupled and so much more effective than we could do in the past. >> You know, I mean I would make one additional point to your question. It's not only that users are adopting open source security. It's actually very critical that security solutions are available as an open source, because, I mean, look around us here this is a community of open source people, they're building and distributing infrastructure platform from that is all open source so we're doing this service if we don't offer a good set of security tools to them, not an open source. So that's really our fundamental model that's why Calico provides two key problems networking and network security for our users, you deploy your clusters, your infrastructures, and you have all the bells and whistles you need to be able to run a highly secure, highly performing cluster in your environment and I believe that's very critical for this community. >> Yeah, and I'd say that and now with open source, prevention has moved into the platform. So, with network policy and things like Calico or in our 3.0 launch we incorporated the ability to automate tests and apply pod security policies. And those types of prevention mechanisms weren't available on your platforms before. >> Okay, I often find if you've got any customer examples, talk about, you know, how they're running this production kind of the key, when they use your solutions you know, the benefits that they're having? >> Yeah, I'll take a few examples. I mean, today it is probably fair to say Calico from the partial phone home data we get a 100,000 plus customers across the globe, some of the, I can't take the actual names of the customers but, so the largest banks are using Calico for their enterprise networking scenarios and essentially, the policies, the segmentation inside the clusters should be able to manage the security for those workloads inside their environments. So that's how I would say. >> Yeah, and Sysdig, we, have an open core base with Falco, and then we offer a commercial product called Sysdig secure, in particular, last week we release version 3.0 of our commercial product which is another interesting dynamic because if we can offer the open core essentially to the community but then offer additional features with our commercial product. And Falco is installed in many, many thousands extension of platforms. and Sysdig secure you know secures, and offers visibility to the biggest enterprises in the world. We have deployments that are at a huge scale with the biggest banks, insurance companies, media companies, and we tend to fall to cover the full life cycle of applications because as the application and as the software moves in the CICD pipeline so security needs to essentially accompany the application through the different stages. >> All right, well thank you all three of you for providing the update. Really appreciate you joining us in the program and have a great rest of the week >> Thank you very much. >> Thank you. >> Thank you. >> We'll be back with more coverage here from Kubecon, Cloud-Nativecon. I'm Stu Miniman and thanks for watching theCUBE. (upbeat music)
SUMMARY :
Brought to you by Red Hat and we have a three guest lineup of Kubecon veterans here. So Loris, let's start as they said, you know the operating system powering, you know, the cloud and how that plays into all the open source So the approach now is much more, like inclusive I really say, I go back 10 or 15 years you know, So I couldn't agree with you more, Stu. how it fits into Sysdig's product with Tigera. Sysdig's secure in that the product we built What makes that different from the security we've Does it actually mean something? and that's what I'm hoping you could explain. But also, sort of revolutionizes the way you write software, and the security is just baked in as part of that process. Yeah, and I'd say the asset landscape is changing also is reflected on the fact that the DevOps is, it needs to be just baked into the process, and attacks that are coming out? and being able to alert about the anomalous behavior. you deploy your clusters, Yeah, and I'd say that and now with open source, and essentially, the policies, and as the software moves in the CICD pipeline for providing the update. I'm Stu Miniman and
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Loris | PERSON | 0.99+ |
Falco | ORGANIZATION | 0.99+ |
Loris Degioanni | PERSON | 0.99+ |
Stu Miniman | PERSON | 0.99+ |
Amit Gupta | PERSON | 0.99+ |
Calico | ORGANIZATION | 0.99+ |
San Diego, California | LOCATION | 0.99+ |
Red Hat | ORGANIZATION | 0.99+ |
San Diego | LOCATION | 0.99+ |
Knox Anderson | PERSON | 0.99+ |
Sysdig | ORGANIZATION | 0.99+ |
last week | DATE | 0.99+ |
Amit | PERSON | 0.99+ |
Tigera | ORGANIZATION | 0.99+ |
today | DATE | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
10 | QUANTITY | 0.99+ |
Kubecon | ORGANIZATION | 0.99+ |
15 years | QUANTITY | 0.99+ |
KubeCon | EVENT | 0.98+ |
one | QUANTITY | 0.98+ |
100,000 plus customers | QUANTITY | 0.98+ |
Calico Networking | ORGANIZATION | 0.98+ |
Red hat | ORGANIZATION | 0.98+ |
three | QUANTITY | 0.97+ |
Sysdig | PERSON | 0.97+ |
first time | QUANTITY | 0.97+ |
Today | DATE | 0.96+ |
Kubernetes | TITLE | 0.96+ |
Cloud-Native | TITLE | 0.95+ |
three guest | QUANTITY | 0.95+ |
First | QUANTITY | 0.95+ |
over 12,000 | QUANTITY | 0.94+ |
first one | QUANTITY | 0.94+ |
Tiger | PERSON | 0.94+ |
Tiger | ORGANIZATION | 0.93+ |
hundreds of micro services | QUANTITY | 0.92+ |
One thing | QUANTITY | 0.92+ |
Goodcloud | ORGANIZATION | 0.9+ |
two key problems | QUANTITY | 0.9+ |
Kubernetes | ORGANIZATION | 0.9+ |
Cloud-Nativecon | ORGANIZATION | 0.89+ |
DevOps | TITLE | 0.88+ |
one additional point | QUANTITY | 0.87+ |
CloudNativeCon NA 2019 | EVENT | 0.86+ |
two | QUANTITY | 0.86+ |
CNCF | ORGANIZATION | 0.85+ |
first | QUANTITY | 0.85+ |
almost | DATE | 0.84+ |
version 3.0 | OTHER | 0.84+ |
10 years ago | DATE | 0.83+ |
Cloud-Native con 2019 | EVENT | 0.82+ |
Jerry Gupta, Swiss Re & Joe Selle, IBM | IBM CDO Summit 2019
>> Live from San Francisco, California. It's theCUBE, covering the IBM Chief Data Officer Summit. Brought to you by IBM. >> We're back at Fisherman's Wharf at the IBM CDO conference. You're watching theCUBE, the leader in live tech coverage. My name is Dave Volante, Joe Selle is here. He's the Global Advanced Analytics and Cognitive Lead at IBM, Boston base. Joe, good to see you again. >> You to Dave. >> And Jerry Gupta, the Senior Vice President and Digital Catalyst at Swiss Re Institute at Swiss Re, great to see you. Thanks for coming on. >> Thank you for having me Dave. >> You're very welcome. So Jerry, you've been at this event now a couple of years, we've been here I think the last four or five years and in the early, now this goes back 10 years this event, now 10 years ago, it was kind of before the whole big data meme took off. It was a lot of focus I'm sure on data quality and data compliance and all of a sudden data became the new source of value. And then we rolled into digital transformation. But how from your perspective, how have things changed? Maybe the themes over the last couple of years, how have they changed? >> I think, from a theme perspective, I would frame the question a little bit differently, right? For me, this conference is a must have on my calendar, because it's very relevant. The topics are very current. So two years ago, when I first attended this conference, it was about cyber and when we went out in the market, they were not too many companies talking about cyber. And so you come to a place like this and you're not and you're sort of blown away by the depth of knowledge that IBM has, the statistics that you guys did a great job presenting. And that really helped us inform ourselves about the cyber risk that we're going on in cyber and so evolve a little bit the consistent theme is it's relevant, it's topical. The other thing that's very consistent is that you always learn something new. The struggle with large conferences like this is sometimes it becomes a lot of me too environment. But in conference that IBM organizes the CDO, in particular, I always learn something new because the practitioners, they do a really good job curating the practitioners. >> And Joe, this has always been an intimate event. You do 'em in San Francisco and Boston, it's, a couple hundred people, kind of belly to belly interactions. So that's kind of nice. But how do you scale this globally? >> Well, I would say that is the key question 'cause I think the AI algorithms and the machine learning has been proven to work. And we've infiltrated that into all of the business processes at IBM, and in many of our client companies. But we've been doing proof of concepts and small applications, and maybe there's a dozen or 50 people using it. But the the themes now are around scale AI at scale. How do you do that? Like we have a remit at IBM to get 100,000 IBMers that's the real number. On our Cognitive Enterprise Data Platform by the end of this calendar year, and we're making great progress there. But that's the key question, how do you do that? and it involves cultural issues of teams and business process owners being willing to share the data, which is really key. And it also involves technical issues around cloud computing models, hybrid public and private clouds, multi cloud environments where we know we're not the only game in town. So there's a Microsoft Cloud, there's an IBM Cloud, there's another cloud. And all of those clouds have to be woven together in some sort of a multi-cloud management model. So that's the techie geek part. But the cultural change part is equally as challenging and important and you need both to get to 100,000 users at IBM. >> You know guys what this conversation brings into focus for me is that for decades, we've marched to the cadence of Moore's laws, as the innovation engine for our industry, that feels like just so yesterday. Today, it's like you've got this data bedrock that we built up over the last decade. You've got machine intelligence or AI, that you now can apply to that data. And then for scale, you've got cloud. And there's all kinds of innovation coming in. Does that sort of innovation cocktail or sandwich makes sense in your business? >> So there's the innovation piece of it, which is new and exciting, the shiny, new toy. And that's definitely exciting and we definitely tried that. But from my perspective and the perspective of my company, it's not the shiny, new toy that's attractive, or that really moves the needle for us. It is the underlying risk. So if you have the shiny new toy of an autonomous vehicle, what mayhem is it going to cause?, right? What are the underlying risks that's what we are focused on. And Joe alluded to, to AI and algorithms and stuff. And it clearly is a very, it's starting to become a very big topic globally. Even people are starting to talk about the risks and dangers inherent in algorithms and AI. And for us, that's an opportunity that we need to study more, look into deeply to see if this is something that we can help address and solve. >> So you're looking for blind spots, essentially. And then and one of them is this sort of algorithmic risk. Is that the right way to look at it? I mean, how do you think about risk of algorithms? >> So yeah, so algorithmic risk would be I would call blind spot I think that's really good way of saying it. We look at not just blind spots, so risks that we don't even know about that we are facing. We also look at known risks, right? >> So we are one of the largest reinsurers in the world. And we insure just you name a risk, we reinsure it, right? so your auto risk, your catastrophe risk, you name it, we probably have some exposure to it. The blind spot as you call it are, anytime you create something new, there are pros and cons. The shiny, new toy is the pro. What risks, what damage, what liability can result there in that's the piece that we're starting to look at. >> So you got the potentially Joe these unintended consequences of algorithms. So how do you address that? Is there a way in which you've thought through, some kind of oversight of the algorithms? Maybe you could talk about IBM's point of view there. >> Well we have >> Yeah and that's a fantastic and interesting conversation that Jerry and I are having together on behalf of our organizations. IBM knowing in great detail about how these AI algorithms work and are built and are deployed, Jerry and his organization, knowing the bigger risk picture and how you understand, predict, remediate and protect against the risk so that companies can happily adopt these new technologies and put them everywhere in their business. So the name of the game is really understanding how as we all move towards a digital enterprise with big data streaming in, in every format, so we use AI to modify the data to a train the models and then we set some of the models up as self training. So they're learning on their own. They're enhancing data sets. And once we turn them on, we can go to sleep, so they do their own thing, then what? We need a way to understand how these models are producing results. Are they results that we agree with? Are these self training algorithms making these, like railroad trains going off the track? Or are they still on the track? So we want to monitor understand and remediate, but it's at scale again, my earlier comments. So you might be an organization, you might have 10,000 not models at work. You can't watch those. >> So you're looking at the intersection of risk and machine intelligence and then you're, if I understand it correctly applying AI, what I call machine intelligence to oversee the algorithms, is that correct? >> Well yes and you could think of it as an AI, watching over the other AI. That's really what we have 'cause we're using AI in as we envision what might or might not be the future. It's an AI and it's watching other AI. >> That's kind of mind blowing. Jerry, you mentioned autonomous vehicles before that's obviously a potential disruptor to your business. What can you share about how you guys are thinking about that? I mean, a lot of people are skeptical. Like there's not enough data, every time there's a another accident, they'll point to that. What's your point of view on that? From your corporation standpoint are you guys thinking is near term, mid term, very long term or it's sort of this journey, that there's quasi-autonomous that sort of gets us there. >> So on autonomous vehicles or algorithmic risk? >> On autonomous vehicles. >> So, the journey towards full automation is a series of continuous steps, right? So it's a continuum and to a certain extent, we are in a space now, where even though we may not have full autonomy while we're driving, there is significant feedback and signals that a car provides and acts or not in an automated manner that eventually move us towards full autonomy, right? So for example, the anti-lock braking system. That's a component of that, right? which is it prevents the car from skidding out of control. So if you're asking for a time horizon when it might have happened, yeah, at our previous firm, we had done some analysis and the horizons were as sort of aggressive as 15 years to as conservative as 50 years. But the component that we all agreed to where there was not such a wide range was that the cars are becoming more sophisticated because the cars are not just cars, any automobile or truck vehicles, they're becoming more automated. Where does risk lie at each piece? Or each piece of the value chain, right? And the answer is different. If you look at commercial versus personal. If you look at commercial space, autonomous fleets are already on the road. >> Right >> Right? And so the question then becomes where does liability lie? Owner, manufacturer, driver >> Shared model >> Shared, manual versus automated mode, conditions of driving, what decisions algorithm is making, which is when you know, the physics don't allow you to avoid an accident? Who do you end up hitting? (crosstalk) >> Again, not just the technology problem. Now, last thing is you guys are doing a panel, on wowing customers making customers the king, I think, is what the title of it is. What's that all about? And get into that a little bit? >> Sure. Well, we focus as IBM mostly on a B2B framework. So the example that I that I'll share to you is, somewhere between like making a customer or making a client the king, the example is that we're using some of our AI to create an alert system that we call Operations Risks Insights. And so the example that I wanted to share was that, we've been giving this away to nonprofit relief agencies who can deploy it around a geo-fenced area like say, North Carolina and South Carolina. And if you're a relief agency providing flood relief or services to people affected by floods, you can use our solution to understand the magnitude and the potential damage impact from a storm. We can layer up a map with not only normal geospatial information, but socio-economic data. So I can say find the relief agency and I've got a huge storm coming in and I can't cover the entire two-state area. I can say okay, well show me the area where there's greater population density than 1000 per square kilometer and the socio-economic level is, lower than a certain point and those are the people that don't have a lot of resources can't move, are going to shelter in place. So I want to know that because they need my help. >> That's where the risk is. Yeah, right they can't get out >> And we use AI to do to use that those are happy customers, and I've delivered wow to them. >> That's pretty wow, that's right. Jerry, anything you would add to that sort of wow customer experience? Yeah, absolutely, So we are a B2B company as well. >> Yeah. >> And so the span of interaction is dictated by that piece of our business. And so we tried to create wow, by either making our customers' life easier, providing tools and technologies that make them do their jobs better, cheaper, faster, more efficiently, or by helping create, goal create, modify products, such that, it accomplishes the former, right? So, Joe mentioned about the product that you launched. So we have what we call parametric insurance and we are one of the pioneers in the field. And so we've launched three products in that area. For earthquake, for hurricanes and for flight delay. And so, for example, our flight delay product is really unique in the market, where we are able to insure a traveler for flight delays. And then if there is a flight delay event that exceeds a pre established threshold, the customer gets paid without even having to file a claim. >> I love that product, I want to learn more about that. You can say (mumbles) but then it's like then it's not a wow experience for the customer, nobody's happy. So that's for Jerry. Guys, we're out of time. We're going to leave it there but Jerry, Joe, thanks so much for. >> We could go on Dave but thank you Let's do that down the road. Maybe have you guys in Boston in the fall? it'll be great. Thanks again for coming on. >> Thanks Dave. >> All right, keep it right there everybody. We'll back with our next guest. You're watching theCUBE live from IBM CDO in San Francisco. We'll be right back. (upbeat music)
SUMMARY :
Brought to you by IBM. at the IBM CDO conference. the Senior Vice President and Digital Catalyst and in the early, now this goes back 10 years this event, But in conference that IBM organizes the CDO, But how do you scale this globally? But that's the key question, how do you do that? of Moore's laws, as the innovation engine for our industry, or that really moves the needle for us. Is that the right way to look at it? so risks that we don't even know about that we are facing. And we insure just you name a risk, So how do you address that? Jerry and his organization, knowing the bigger risk picture and you could think of it as an AI, What can you share about how you guys But the component that we all agreed to Again, not just the technology problem. So the example that I that I'll share to you is, That's where the risk is. And we use AI to do Jerry, anything you would add to that So, Joe mentioned about the product that you launched. for the customer, nobody's happy. Let's do that down the road. in San Francisco.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Joe | PERSON | 0.99+ |
Dave Volante | PERSON | 0.99+ |
Jerry | PERSON | 0.99+ |
Jerry Gupta | PERSON | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
Boston | LOCATION | 0.99+ |
Joe Selle | PERSON | 0.99+ |
Dave | PERSON | 0.99+ |
San Francisco | LOCATION | 0.99+ |
San Francisco, California | LOCATION | 0.99+ |
100,000 | QUANTITY | 0.99+ |
50 years | QUANTITY | 0.99+ |
15 years | QUANTITY | 0.99+ |
North Carolina | LOCATION | 0.99+ |
100,000 users | QUANTITY | 0.99+ |
each piece | QUANTITY | 0.99+ |
South Carolina | LOCATION | 0.99+ |
10,000 | QUANTITY | 0.99+ |
Swiss Re Institute | ORGANIZATION | 0.99+ |
Today | DATE | 0.99+ |
50 people | QUANTITY | 0.98+ |
10 years | QUANTITY | 0.98+ |
yesterday | DATE | 0.98+ |
two years ago | DATE | 0.98+ |
one | QUANTITY | 0.97+ |
Fisherman's Wharf | LOCATION | 0.97+ |
both | QUANTITY | 0.96+ |
10 years ago | DATE | 0.96+ |
three products | QUANTITY | 0.96+ |
Swiss Re | ORGANIZATION | 0.96+ |
1000 per square kilometer | QUANTITY | 0.95+ |
a dozen | QUANTITY | 0.95+ |
first | QUANTITY | 0.95+ |
five years | QUANTITY | 0.94+ |
Moore | PERSON | 0.94+ |
IBM CDO Summit 2019 | EVENT | 0.93+ |
IBM Chief Data Officer Summit | EVENT | 0.93+ |
last decade | DATE | 0.89+ |
Microsoft | ORGANIZATION | 0.88+ |
last couple of years | DATE | 0.86+ |
two-state area | QUANTITY | 0.86+ |
IBM CDO | EVENT | 0.85+ |
end of this calendar year | DATE | 0.83+ |
IBM | LOCATION | 0.75+ |
four | QUANTITY | 0.69+ |
couple hundred people | QUANTITY | 0.66+ |
Risks Insights | OTHER | 0.63+ |
and Cognitive | ORGANIZATION | 0.61+ |
CDO | EVENT | 0.61+ |
years | QUANTITY | 0.53+ |
decades | QUANTITY | 0.5+ |
Catalyst | ORGANIZATION | 0.5+ |
Platform | TITLE | 0.48+ |
Advanced | ORGANIZATION | 0.47+ |
Cloud | TITLE | 0.46+ |
Enterprise | TITLE | 0.46+ |
Sachin Gupta, Cisco | CUBEConversation, April 2019
(funky music) >> From our studios in the heart of Silicon Valley, Palo Alto, California, this is a CUBE conversation. >> Hi, I'm Peter Burress, and welcome to another CUBE conversation from our beautiful studios in wonderful Palo Alto, California. Enterprises have always struggled with how they're going to add more end points into their networks. More users, more devices, more machines, they need better speeds, lower latencies, greater security. How are they going to do it? Well, we've got a new set of standards coming along within the wifi world as well within the cellular world, to provide those greater densities, lower latencies, higher performance. Wifi Six is what we talk about within kind of the extension of the 802.11 family of protocols, but Wifi Six, like every other significant transformation has required that enterprises think differently about certain attributes of networking. So to have that conversation, we got Sachin Gupta who's a senior vice president of Cisco here, Sachin, welcome to theCUBE. >> Thanks Peter, very excited to be here. >> Alright, look, so I'm a CIO, and I am working with my team to incorporate these new technologies that are going to improve the quality of my endpoint services, and I'm looking at Wifi Six. What am I mainly worried about as I think about adopting these new technologies? >> So just before we just get into adopting of the new technologies, why are you going after Wi-Fi 6, like what's the reason for the CIO? And quite simply it's, all of the new use cases that are coming on, like everything, all the IoT endpoints have to connect securely, all the bandwidth hungry end users, and the immersive experiences I'm looking to enable, it could be augmented reality, it could be virtual reality, all those are driving a need for me to rethink access, and rethink the network overall. And Wi-fi 6 is one critical component of that. Wi-fi 6 promises four times the capacity, lower latency, a greater range, so the things you talked about in your set-up. So it's a wonderful technology to start addressing some of those problems, but in of it's own it's not sufficient. You got to go well beyond the standard in order to address the CIO problem. >> Okay, so specifically, so think about some of the adoption problems. I got the use cases nailed down, how am I thinking about where things are going to go? Am I going to have to lay out the network differently? What kinds of practical things do I have to start thinking about? >> Well first of all, you have to think about why are you moving, where are you moving with Wi-fi 6. So again, capacity, lower latency, better battery life, the new use cases it enables. After that you need to make sure that whatever you're going to connect, will interoperate. Right? So look, sometimes a standard comes out and it can take a few years before the endpoints and the infrastructure actually get the maximum capability from the new standard. And so we worked proactively with the likes of Samsung, with the likes of Intel, to make sure those endpoints, which any of the new Samsung Galaxy S10, already supports Wi-fi 6. Interaccess points work together to give you the best experience possible. So that's sort of step one. But there's many other things we need to think through. We're also thinking about the problem of just onboarding onto Wi-fi. You know the experience to onboard onto cellular, right? >> Oh, sure. >> You get off airplane mode >> And it works. >> It just works, you're on. What's the experience like on Wifi? >> Well it's certainly not just getting a message from my local carrier that I'm now roaming. You got to get on, yeah it's a lot more involved, you got to authenticate, exactly. >> Give me your phone number, give me your room number, I'll text you something, get on to the It's cumbersome, okay? And we want to make Wifi onboarding to something we call open roaming. Open roaming is a Cisco project, it's a consortium we've set up. That takes all the venue providers and the identity providers, brings them together. So that when you go round, and you roam with Wifi, you onboard the network just like you onboard with cellular. >> So get essentially the same experience you get in the cellular world. >> Same experience. It makes it easy for you to get connected. So those are some of the basic things, but you got to go beyond that then. Now you have to worry about, okay, what do those endpoints require, alright? Well, first of all you need to recognize what the endpoint is. Is this a light bulb, or is it a heart-rate monitor, is it a tablet of some sort, what is actually connecting? So for device recognition, and to understand the experience you're getting, I need virtual analytics. And that's something the infrastructure now needs to provide. So we for the first time now, we've embedded our own ACIG, our own silicon inside the access point. So that we can get visibility from layer one to seven. And now we can pinpoint, what is the device, is it behaving in a compliant way, and how do I deliver the right experience for it. So these are some of things to think about as you move, it's a yes I want Wi-fi 6, but again tying in back to the problem you're looking to solve, how does the entire solution address your problem. >> Alright so we've identified some of the issues that have to be addressed here, and Wifi Six is here. You said the Galaxy S10 already supports it. >> Our access points are shipping, yes. >> So talk to me about the role out of some of these new technologies, these new devices from Cisco, and how customers are going to have to think a little bit differently as they start to plan out their new network structure. >> That's a great question. So I think it's not about hey, I'm just going to roll out new AP's. You should really rethink networking. What am I trying to provide here? And that's why we came out with an architectural approach across the board which is intent based networking. And what we're really talking about there is how do you automate all of the things that IT needs to do, to deliver the security and experience for all of those users and things. How do you get the data, the power of data, the analytics out? And how do you deliver security and policy. >> But it's in the context of the application and the work that's being performed. >> Yes, it's the users and devices and the applications and data. What are you trying to achieve? That's what intent based networking is all about. And so, I love how your asking the question because if you think about the wireless AP's, we only talk about the top already with the endpoint, right? But then I think about the switching architecture, are you segmenting all of that traffic? Is it fully automated? Do you have an identity and policy engine? Can I take the location data that's coming out? Cause remember these APs now are multilingual. They speak BLE, they speak Zigbee and Thread, they're also Wi-fi 6. So how do I take the location data and deliver new business outcomes? How can I tell you that the wheelchair has left the premises? How can I tell you how many people walked in your store, verus walked outside it? How do I get you better asset utilization? Those outcomes are provided at the software step at the top. So you should really be thinking about what am I trying to do for my business, and what architectural approach allows me to deliver those outcomes that I'm looking for. And yes, Wi-fi 6 APs are one critical component there, but you should think about the entire solution though. >> So we got new access points that are Wifi Six enabled ready to go, how far back does this change go into the network? >> So the Wi-fi 6 APs, the beauty of these Wi-fi standards is they're backward compatible. So you can take all kinds of older endpoints, multiple generations, and get them to work in a Wi-fi 6 new environment. So that's nice because it's not a rip and replace of all your clients, when you put the new APs in, they're backward compatible, that's always the case. And a lot of the new software stack and the technology that I talked about with intent based networking, works with at least the two previous generations as well. So if you want some of that telemetry and analytics and security, you can start getting that with some of the APs you may already have, and then when you bring in Wi-fi 6, it's sort of purpose built for that architecture. >> Alright, so we've talked a lot about the use cases of the business side, let's spend a little bit of time describing the fact that you've got the sidecar co processor for analytics inside the APs. How is that going to change the work of IT, the work of network management and administration and security? >> That's a great one So, I'll give you one example of what that does. Today, if you want to go troubleshoot a wireless issue, you're literally walking around with a sensor acting like a client to go figure out what the behavior is, what's going on, how do I figure out what the interference is, why is the experience bad, right? Can take you hours, weeks, days, it's very costly. These new APs, and with our solution with W-fi 6, first of all, I get data with my relationship with Apple from the endpoint. So I get the view from a real client. Then on the access point itself, with that co processor, I can get layer one to seven data and packet captures to see did you fail during authentication, was there some sort of RF issue that's happening, what exactly is happening that's interfering with what's going on? Or, maybe the problem is not even there, it's somewhere else in the network. And the beauty of our Cisco DNA Center solution, which is our controller in intent based networking, is we see end to end. We see the entire network and we can help you pinpoint where that issue is and save a whole bunch of money you'd spend troubleshooting, to deliver the right experience. >> But it sounds as though some of the, historically, some of the analytics associated with network administration was very focused on the device. Intent based network is intended to focus on the application and service that's being provided, but the analytics didn't follow. So know what you're saying is we're going to follow the analytics so that the applications, the services become primary citizens within the network. >> That's exactly right So you have to be able to look at the client holistic view, the application performance holistic view, and the performance of each network element, and that's what the co processor that we talked about helps. Now another thing we did is, that portfolio now, on the enterprise side, we now run the same operating system that also helps simplify for IT. The entire access network with the Catalyst 9000 series, the new access points are called the Catalyst 9100, and we're making it part of one brand and one family, because it's one OS, one programmable architecture, one operational environment if you will, that simplifies the job of IT significantly as well, and then we're also introducing obviously with Wifi Six, our cloud managed Meraki access points to support those deployments as well. >> Alright so one more question on this and then I want to talk about something else in a second. But the beauty, or the essential feature of networking has to be a degree of openness. So new access points can talk to each other, new devices can talk to each other, et cetera. These are new technologies as you said they're going to roll out and diffuse, hopefully very very rapidly, but there will be both enterprise, but also some other network supplier issues. How is Cisco ensuring that your leadership and your thought leadership but also your engineering leadership gets into those other organizations at an appropriate rate so this entire industry can adopt and change and introduce these new kinds of capabilities. >> So I talked about that new family of the Catalyst 9000 series. Let me start there. So all the protocols we support are open interoperable so you can have my switch somebody else's AP, somebody else's AP my switch, all those combinations work. It supports net config open API's programmable models. We expose those through a Cisco dev net. So we have the largest developer community on top of sort of a networking infrastructure where you can write applications that can automate or can get data >> Or services? >> Or deploy services in a very open way. And then we do the same thing at our controller layer. On Cisco DNA Center, fully open so you can have partners ecosystem delivering services and applications on top of the network, on top of that controller. So we think about openness from every angle, and that's how you have to be in a networking world, right? I mean you need to be able to connect to anything. >> Right. Every significant change in networking, someone always presumed it was going to lead to various behavior by the leader to try to somehow close it down. You're saying that's not what's happening here. We're trying to dramatically extend the benefits and capabilities of networking because those enterprises need new use cases. >> But we are saying though, that if you buy that campus architecture, access architecture through Cisco, you're going to get a degree of consistency and automation and analytics and security that's unmatched. So you might as well go, but if you want to compose that with different components, that's absolutely doable. >> Alright, so one last question. The historical norm has been I get a cell service and I get Wifi. Cell had certain positive benefits, and Wifi had other positive benefits. We're talking about Wifi Six, but also we got to talk about 5G. How are the two of them going to work together in your estimation? >> Look, from a wireless standpoint, the problems that you're trying to solve are the same, right? I need more capacity, I need lower latency, more deterministic, better battery life, they're the same. So you need to solve those when you're in an SP outdoor ubiquitous environment, or whether your sort of indoor, where you have predominantly Wifi and that's where most of your traffic flows. So Wifi Six and 5G, it's a beautiful thing that they're both trying to allow you to be in this wireless first, cloud driven world, where most of your apps and data sit in the cloud, and where your experience is really optimized by the data and telemetry that's coming out of the infrastructure. So for me, it's not an or question, it's Wifi Six and 5G that allow you to start solving that problem. >> So everything just as we have today just more, better, faster, lower power. >> Yes, can I add one more thing? >> Of course! >> I just kind of need to do this, okay? So look, when you think about the wireless infrastructure and chaining that out, I talked about how it effects the rest of the network, right? So you do need to think about upgrading your switching infrastructure, we call it being wired for wireless, okay? So with that, we also introduced a new product called the Catalyst 9600. That's a modular core switch, so you're like why are you bringing this up Sasha? >> No, I know why you're bringing it up. >> After 20 years, we are providing the next generation of the Cat 6k, Cat 6k is iconic, it's the foundation of tens of thousands of mission critical networks in the world. This is next-gen, it's more than 10x the capacity, if you have all these endpoints and access points that have more capacity, you need to think about a switch that's bigger factor. >> Scales! >> But fits into intent based networking fully programmable the same way. Just want to do a shout-out for, look we've talked about every aspect of this. APs, switches, identity, everything. >> We're offering, Cisco is offering and the enterprises are going to adopt new classes of network technology at the endpoints, faster, better, but that's going to lead to new use cases, new services, and it's just going to drive that much more complexity and routing and switching and patching thorough the network, you got to be able to scale. >> Right, you have to think about all the components. >> Absolutely. Sachin Gupta is the senior vice president of Cisco, we've been talking about how to think through Wifi Six upgrades. Thank you very much for being on the CUBE. >> Thank you, Peter. >> And once again I'm Peter Burress, and this has been a CUBE conversation. Until next time. (funky music)
SUMMARY :
in the heart of Silicon Valley, Palo Alto, California, kind of the extension of the 802.11 that are going to improve the quality so the things you talked about in your set-up. I got the use cases nailed down, You know the experience to onboard onto cellular, right? What's the experience like on Wifi? you got to authenticate, exactly. So that when you go round, and you roam with Wifi, So get essentially the same experience So these are some of things to think about as you move, You said the Galaxy S10 already supports it. and how customers are going to have to think And how do you deliver security and policy. and the work that's being performed. So how do I take the location data So the Wi-fi 6 APs, the beauty of these Wi-fi standards How is that going to change the work of IT, We see the entire network and we can help you so that the applications, the services So you have to be able to look at the client holistic view, So new access points can talk to each other, So all the protocols we support and that's how you have to be in a networking world, right? and capabilities of networking because So you might as well go, but if you want to compose How are the two of them going to So you need to solve those when you're in an SP So everything just as we have today So you do need to think about upgrading your that have more capacity, you need to think about fully programmable the same way. and the enterprises are going to adopt Sachin Gupta is the senior vice president of Cisco, and this has been a CUBE conversation.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Peter | PERSON | 0.99+ |
Sachin | PERSON | 0.99+ |
Samsung | ORGANIZATION | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
Peter Burress | PERSON | 0.99+ |
Apple | ORGANIZATION | 0.99+ |
April 2019 | DATE | 0.99+ |
two | QUANTITY | 0.99+ |
Sachin Gupta | PERSON | 0.99+ |
Today | DATE | 0.99+ |
Palo Alto, California | LOCATION | 0.99+ |
first time | QUANTITY | 0.99+ |
Galaxy S10 | COMMERCIAL_ITEM | 0.99+ |
Catalyst 9100 | COMMERCIAL_ITEM | 0.99+ |
today | DATE | 0.98+ |
both | QUANTITY | 0.98+ |
Intel | ORGANIZATION | 0.98+ |
tens of thousands | QUANTITY | 0.98+ |
one family | QUANTITY | 0.98+ |
one | QUANTITY | 0.98+ |
more than 10x | QUANTITY | 0.97+ |
one OS | QUANTITY | 0.97+ |
one more question | QUANTITY | 0.97+ |
each network | QUANTITY | 0.96+ |
Cat 6k | COMMERCIAL_ITEM | 0.96+ |
Zigbee | ORGANIZATION | 0.96+ |
one more thing | QUANTITY | 0.95+ |
four times | QUANTITY | 0.95+ |
BLE | ORGANIZATION | 0.95+ |
seven | QUANTITY | 0.94+ |
one brand | QUANTITY | 0.93+ |
one last question | QUANTITY | 0.93+ |
two previous generations | QUANTITY | 0.92+ |
Catalyst 9600 | COMMERCIAL_ITEM | 0.9+ |
Silicon Valley, Palo Alto, California | LOCATION | 0.88+ |
Wifi Six | OTHER | 0.88+ |
Thread | ORGANIZATION | 0.87+ |
Meraki | ORGANIZATION | 0.87+ |
one critical component | QUANTITY | 0.87+ |
Wifi Six | ORGANIZATION | 0.86+ |
Catalyst 9000 series | COMMERCIAL_ITEM | 0.85+ |
ACIG | ORGANIZATION | 0.85+ |
After 20 years | DATE | 0.83+ |
one programmable architecture | QUANTITY | 0.83+ |
first | QUANTITY | 0.8+ |
CUBE | ORGANIZATION | 0.79+ |
802.11 family | OTHER | 0.79+ |
one example | QUANTITY | 0.78+ |
5G | ORGANIZATION | 0.77+ |
years | QUANTITY | 0.76+ |
second | QUANTITY | 0.74+ |
DNA Center | COMMERCIAL_ITEM | 0.7+ |
Six upgrades | QUANTITY | 0.69+ |
layer one | QUANTITY | 0.69+ |
W-fi 6 | COMMERCIAL_ITEM | 0.68+ |
Wifi Six | COMMERCIAL_ITEM | 0.68+ |
theCUBE | ORGANIZATION | 0.62+ |
5G | QUANTITY | 0.61+ |
environment | QUANTITY | 0.61+ |
senior vice president | PERSON | 0.57+ |
CUBE | TITLE | 0.56+ |
verus | PERSON | 0.52+ |
Sasha | ORGANIZATION | 0.48+ |
6 | OTHER | 0.44+ |
Wifi | QUANTITY | 0.39+ |
Manish Gupta, ShiftLeft | CUBEConversation, March 2019
(upbeat instrumental music) >> From our studios in the heart of Silicon Valley, Palo Alto, California. This is a CUBE Conversation. >> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're in our Palo Alto studios for a CUBE Conversation. It's just a couple of days until RSA kicks off a huge security conference. I think the biggest security conference in the industry. And we've got a security expert here in the house and we're excited to have him stop by. It's Manish Gupta, the Founder and CEO of ShipLeft. Manish, great to see you. >> Yeah, great to see you too, thank you. >> Welcome. So you must be really busy getting everything buttoned up for next week. >> Oh yeah, absolutely ready to go. >> Alright so for the people that aren't familiar with ShiftLeft, give us kind of the basic overview. >> Yeah of course. So ShiftLeft about a two and a half year old company. We started with the problem of you know, the software's driving innovation all around us, right? I mean, we see it in autonomous cars, IoTs, increasingly SwaaS software in the cloud. And all of the software needs to be figured out, how are we going to protect it. And so it's a big problem, and we've been working on it for about two and a half years now. Raised our Series A and most recently in the last two weeks, we announced our Series B of 20 Million. >> Congratulations. >> Amazing team, yeah! >> So, you've been in the security space for a long time. >> Correct. >> And RSA's a giant conference. I don't know what the numbers will be this year. I'm sure it'll be north of 40 thousand people. Moscone North, South and West will be full. Every hotel is full. But it kind of begs a question, like, haven't we got some of the security thing figured out? It's just a never-ending kind of startup opportunities as there's new ways to approach this kind of fundamental problem which is, how do we keep the bad guys out. How do we keep them from doing bad things while the surface area expands exponentially. The attack surface expands. And we hear every day that people are getting breached and breached and breached. So the whole ecosystem, and kind of approach has completely changed over the time that you've been involved in this business. >> Indeed, as you said, I've been in cybersecurity for a long time. I like to say the last 15 years, first part of my career, I was focused on detecting viruses. Then it became worms. Then most recently at FireEye, we were detecting advanced malware nation-state attacks like APT1s and APT3s. But it was then that sort of, it dawned on me that, look about 80% of security money gets spent on detecting bad stuff, right? And that's reactive. Essentially what that means is we are letting the bad guy shoot first and then we are trying to figure out, okay what are we going to do now. >> We're waiting like 150 days right, down from 230 days, before we even-- >> Exactly. >> know that he's shootin' at us. >> That's right. Now couple that with as you said, the attack surface is ever increasing, right. Because we're using software in every which way which means all of this stuff needs to be protected. And so that's why we were wanted to start with a fresh perspective which is to say, let's not worry about attacks. Because that is not in our control. That's in the bad guys' control. What can we control? Which is our software. And so, that is why what we do at ShiftLeft is to understand the software very quickly, extract its attack surface in minutes, and then allow you to fix whatever you want to, whatever you can during the time frame you have available. And here comes the next innovation which is, if you don't fix anything, which is almost always the case, we will protect the application in production. Now the key is, we protect the application in production against its vulnerabilities. So we never ever react to threats. We don't care. >> So you have like a wrapper around the known vulnerabilities within the code. Is that a good desciption? >> Yes, you could absolutely, that's a good way of thinking about it is you know, let's say a million lines of code. We find 10 vulnerabilities in it. So it's only in 10 specific instances of the application. Now we also know what vulnerabilities exist on line 100 and line 200 and so on. And with that knowledge, we can very precisely protect each vulnerability. >> It's a really interesting approach. You know, one of the things I find fascinating with security is it's kind of like insurance. >> Mm hmm. >> In theory, you could spend 110% of all your revenue budget >> Correct. >> on security, but you can't so you have to make trade off decisions. You have to make business value decisions and you have to prioritize. So this is a really different approach, that you're offering an option either to fix the known, and/or just to protect the known, so that there's some variability in the kind of the degree of investment that the customer wants to spend. >> You summed it up well, Jeff. I think the fundamental challenge with security has been that. Is that ya know, 15 years ago we've asked our customers to buy antivirus. Then we asked them to buy intrusion detection. Then we asked them to buy nation-state or malware protection. Now we're asking them to buy machine learning based mechanisms to detect more threats, right? And so the funnel is like this, right, but it never goes down to zero. And so tomorrow some other approach will come up to detect the 0.1% of the malware. And guess what? The sys-os really don't have a choice right? Because they have to protect their organization. So they have to buy that tool also. Now in this entire process, you never get better, right? Notice that you never get better. All you're doing is just reacting. And because a virus from 15 years ago theoretically could still come and attack you, you can't throw away that too either. Right, and so that is precisely why I'm so passionate about work we're doing at ShiftLeft is we will protect you from, in sort of in bad continuous improvement for the first time in security. Find the vulnerabilities, fix them. But if you can't fix them, we will protect you. >> Now, what about another kind of big shift in the way software is delivered, is everything is an API to someone else's software. And oftentimes there's many many components that are being pulled in from many many places that contribute to, but aren't software that I control personally. >> Correct. >> So how do you guys deal with those types of challenges? >> Great question, great question. And you know, the popular saying is we are becoming an API economy. >> Right, right. >> And what we exchange on our APIs is increasingly a lot of data. And you're right. If you think about historical approaches, we will now have to break open the API on a network, to find out what it contains. And for various reasons, super hard to do, lots of operational efficiencies, inefficiencies, excuse me. And this is again where the ShiftLeft approach is rather unique. See because we go down to the very foundation. It's hard work right, but we go down to the very foundation, what is the source code of the API. So we will understand, okay, well this is what you should be putting in the API, right? But then I see that a variable called Personally Identifiable Information is being put into that API. I can now tell you before this becomes a problem that'll embarrass you in the newspapers. I, we will tell you, hey look, you are writing PII to a third party API without encryption, right. So you get to fix the problem at the very root where it starts. >> So but, can you wrap the known vulnerability in a partner piece of software? >> Absolutely we can. >> As it interfaces with my software? >> Correct. So, there are two aspects to it right. The first is what are you putting into that API, right, that is completely in your control. >> Right. >> Right, we don't really need to understand the API for that matter. So that is one particular use case we can absolutely protect you there, right. The second is when the API, when integrated into your application, makes your application vulnerable. Right, so I'll give you an example. This happened to one our our customers. This is a 3,500 person technical, technology company based here in Santa Clara. They were using a third party API. Very popular one. That third party API in turn was using a Jackson databind library, just an open source library. Now, as a company when we decide to use that API, we don't really worry about, we don't have visibility into like what all is it hurting. >> Downstream. >> Exactly. >> And how many feeds are in that one particular one. >> That's right. And so this is the supply chain of software. Right? Multiple components are now being brought together very quickly to create the functionality that you want to deliver to your users, to your customers. But in this pace of execution, we need tools like ShiftLeft to tell us hey what are we hurting. And whatever we are hurting, how is that impacting the security of our application. >> Right, right. Pretty interesting stuff, you got another component of something that's really important today that wasn't necessarily when you started this adventure. And that's the open source play. >> Yes. >> So as I understand it, you guys started really from more of an open source play and then ShiftLeft grew out of kind of commercializing what was that open source project. I wonder if can explain a little bit more. >> Yeah, I would love to. So the foundation of what we do is a technology called Core Property Graph. So, this is an invention of our chief scientist, Dr. Fabian Yamaguchi, one of the foremost authorities in the world, in the area of understanding code, right. And so as part of his PhD thesis, he came up with this technology and decided to open source a tool called Joern. >> Joern. J-O-E-R-N. >> That's right. >> Not easy to figure out, Joern yes. (laughing) >> Exactly. And it's actually his friend's name so that's how he named it. >> Ah, is that right? >> So he open sourced it and several organizations around the world have since used it to find very hard to find vulnerabilities. Right so as an example, this is a IEEE paper where this technology was used by Fabian to find 18 zero-day vulnerabilities in the main line Linux code, right. So arguably one of the most complex pieces of code on the planet, 15 million lines of code. Arguably one of the most analyzed pieces of code on the planet. And as recently as 2015, he finds 18 zero-days. And no false positives. Every single vulnerabilty has been acknowledged and fixed by the Linux community. That's the power. And so we use that as the foundation. So you write that as open source but since then we've done a lot of incremental work on enhancing it to make it enterprise ready. And that is a product we offer. as call this Ocular. Where we give you, think about it as my best analogy, is just like Google Maps for your source code. >> Yeah, I think it's a good analogy and he goes through that in one of his videos kind of explaining the mapping. >> Correct. >> Of different layers of kind of visibility into how you should look at software code. >> Indeed. >> Yeah alright, well before we let ya go, you got some exciting things happening next week beyond just the regular activities at RSA. You guys have been invited to participate in a special activity. I wonder if you can share a little bit and give a plug and maybe we can send some fans up to, I dunno if it's going to be audience participation in the judging. >> Yes. >> Go ahead and let us know what you're doing. >> Thank you for giving me that opportunity. Yeah super, super excited about, so we've been selected as one of the top 10 finalists for the RSA Innovation Sandbox. As you mentioned in your opening, RSA is the biggest security trade show in the world. And so now this has become the most seminal way of highlighting innovative work being done in the security industry. So I get three minutes to pitch ShiftLeft in front of an audience of about 1,500 to 2,000 people. Really looking forward to that. >> Well I dunno if you can speed this up to only three minutes (laughing) but I'm sure you'll be able to nail it. >> I will try. >> Alright well Manish, thanks for taking a few minutes of your day and I'm sure we'll see you in San Francisco next week. >> Thank you very much, thank you. >> Alright, It's Manish, I'm Jeff. You're watching theCUBE. We're having a CUBE Conversation in our Palo Alto studios. Thanks for watchin' and we'll see ya next time. (upbeat music)
SUMMARY :
in the heart of Silicon Valley, It's Manish Gupta, the Founder and CEO of ShipLeft. So you must be really busy getting everything buttoned up Alright so for the people that aren't familiar And all of the software needs to be figured out, And we hear every day that people are getting breached and then we are trying to figure out, Now couple that with as you said, So you have like a wrapper is you know, let's say a million lines of code. You know, one of the things I find fascinating of investment that the customer wants to spend. we will protect you from, in sort of is everything is an API to someone else's software. And you know, the popular saying is So you get to fix the problem at the very root The first is what are you putting into that API, we can absolutely protect you there, right. how is that impacting the security of our application. And that's the open source play. you guys started really from more of an open source play So the foundation of what we do Not easy to figure out, Joern yes. And it's actually his friend's name And that is a product we offer. kind of explaining the mapping. into how you should look at software code. I wonder if you can share a little bit And so now this has become the most seminal way Well I dunno if you can speed this up and I'm sure we'll see you in San Francisco next week. in our Palo Alto studios.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Fabian Yamaguchi | PERSON | 0.99+ |
Jeff Frick | PERSON | 0.99+ |
Jeff | PERSON | 0.99+ |
Santa Clara | LOCATION | 0.99+ |
10 vulnerabilities | QUANTITY | 0.99+ |
110% | QUANTITY | 0.99+ |
Fabian | PERSON | 0.99+ |
March 2019 | DATE | 0.99+ |
San Francisco | LOCATION | 0.99+ |
Manish Gupta | PERSON | 0.99+ |
Manish | PERSON | 0.99+ |
2015 | DATE | 0.99+ |
0.1% | QUANTITY | 0.99+ |
Palo Alto | LOCATION | 0.99+ |
150 days | QUANTITY | 0.99+ |
3,500 person | QUANTITY | 0.99+ |
230 days | QUANTITY | 0.99+ |
tomorrow | DATE | 0.99+ |
10 specific instances | QUANTITY | 0.99+ |
next week | DATE | 0.99+ |
each vulnerability | QUANTITY | 0.99+ |
ShipLeft | ORGANIZATION | 0.99+ |
one | QUANTITY | 0.99+ |
first | QUANTITY | 0.99+ |
this year | DATE | 0.99+ |
first time | QUANTITY | 0.99+ |
FireEye | ORGANIZATION | 0.98+ |
zero | QUANTITY | 0.98+ |
two aspects | QUANTITY | 0.98+ |
Linux | TITLE | 0.98+ |
20 Million | QUANTITY | 0.98+ |
three minutes | QUANTITY | 0.98+ |
15 years ago | DATE | 0.97+ |
RSA | ORGANIZATION | 0.97+ |
second | QUANTITY | 0.97+ |
IEEE | ORGANIZATION | 0.97+ |
about two and a half years | QUANTITY | 0.97+ |
about 1,500 | QUANTITY | 0.97+ |
Joern | TITLE | 0.96+ |
about 80% | QUANTITY | 0.96+ |
Google Maps | TITLE | 0.95+ |
Silicon Valley, | LOCATION | 0.95+ |
Series A | OTHER | 0.95+ |
18 zero-day | QUANTITY | 0.94+ |
2,000 people | QUANTITY | 0.94+ |
CUBE Conversation | EVENT | 0.93+ |
ShiftLeft | ORGANIZATION | 0.93+ |
Moscone North | LOCATION | 0.92+ |
15 million lines of code | QUANTITY | 0.91+ |
last two weeks | DATE | 0.91+ |
two and a half year | QUANTITY | 0.91+ |
Series B | OTHER | 0.9+ |
ShiftLeft | TITLE | 0.86+ |
a million lines | QUANTITY | 0.86+ |
40 thousand people | QUANTITY | 0.85+ |
single vulnerabilty | QUANTITY | 0.84+ |
Palo Alto, California | LOCATION | 0.82+ |
today | DATE | 0.81+ |
line 200 | OTHER | 0.81+ |
last 15 years | DATE | 0.79+ |
RSA | EVENT | 0.77+ |
Joern | PERSON | 0.77+ |
line 100 | OTHER | 0.76+ |
CUBEConversation | EVENT | 0.74+ |
Linux | ORGANIZATION | 0.71+ |
18 zero-days | QUANTITY | 0.7+ |
theCUBE | ORGANIZATION | 0.7+ |
top 10 finalists | QUANTITY | 0.69+ |
analyzed pieces | QUANTITY | 0.69+ |
one of his videos | QUANTITY | 0.67+ |
Jackson | ORGANIZATION | 0.66+ |
South | LOCATION | 0.63+ |
pieces of code | QUANTITY | 0.6+ |
APT1s | OTHER | 0.58+ |
use | QUANTITY | 0.58+ |
Sachin Gupta, Cisco | Cisco Live EU 2019
(funky music) >> Live from Barcelona, Spain, it's theCUBE. Covering CISCO Live Europe. Brought to you by CISCO and it's ecosystem partners. >> Everyone welcome back to theCUBE's live coverage here in Barcelona, Spain for Cisco Live Europe 2019, I'm John Furrier, and my co-host, Stu Miniman. Our next guest Sachin Gupta, senior vice-president of product management in Cisco's enterprise networking business, it's the crown jewels of Cisco, Sachin got the keys to the kingdom. Runs project management, so we get all the info from you, thanks for joining us. Good to see you again, good to see you again, king alumni. >> Yes, thanks. >> Thanks for coming on, I know you've got a keynote at 12 coming up shortly, thanks for spending the time, I'll get right to it. Networking is being reinvented, David Geckler said that onstage yesterday in the keynote. It's not changing, it's just shaping differently for customer needs intent-based networking, we talked briefly last year at Cisco Live in North America moving up the stack, it's here. Intent-based networking, cloud connections, IOT, all kinds of edge con activity, everything's connected, now on to the network. This is real. >> This is real, and John, look, it's been really exciting, right? We've gone through an 18 month journey here, when we first introduced in tent-based networking we talked about moving away from CLI box by box to really solving the problem at an abstracted, intent layer. Specify what user groups and what segments you want, what experience you want to deliver for those applications, and then the network feeding the data back up so you can learn from it, you can manage it, you can troubleshoot it in a much, much simpler way. We're now into this, as I said, 18 months. We have thousands of customers already using intent based networking we talked about software defining access for automated segmentation in the campus, talked about insurance, and then we've been adding capability along the way. And in just this week, David Geckler had people on stage, talked about more innovations with intent-based networking in the data center with ACI anywhere, with innovations on hyper flex. Liz came on and talked about IOT, and how that fits into the framework. And then Gordon talked about what we're doing with SD Ren, really, really exciting stuff going on there. >> Well, why don't you take a minute and quickly explain for the folks watching want to get us on the record so we can get definition. What is intent-based networking? What does it mean, what's the impact for the customers, what is it? >> Intent-based networking means that you can now express your business intent. Here's the outcome I'm looking for from the infrastructure. The system and the architecture will convert that automatically, provision, all the underlying components get the data and the context back out and prove to you that the intent you wanted was delivered. >> And what is changing now, more than ever, because applications are coming on. We see DevNet, we're in the DevNet zone. Seeing a lot of activity, developers. >> Yeah, so now you've got networks that are preventable instead of individual devices that you have to learn from the ground up, all their bells and whistles, you can now live at that intent layer, add an API layer on top of the controllers and move much more quickly. You can now start thinking about multiple domains, and how you cross those domains. >> What is the big product change, if any, especially software, is key to all of this? We've got plenty of hardware. You mentioned Liz in IOT, still runs router, she takes that software, she packages them. We interviewed her yesterday, she was talking about the synergies between code bases in which she customizes for the IOT market, then you've got the intent-based networking. What's the product look like, what's the products as they get more horizontal? >> Yes, so make no mistake, the hardware is still very important. Silicon ASIC's very important, but the magic now is in the software layer. So it starts with the operating system, and Liz talked about how we now have the Cisco IOS EXE operating system, which is modular hot patchable API driven programmable, and now runs across the entire portfolio. It runs on her ruggedized IOT infrastructure, runs on our switches, run on the wireless controller, runs on the routers and the SDWAN nodes, virtual and physical, same operating system. And then the SD controller layer on top of that. So for the campus, you've got DNA centers. So let's code DNA center, and then for the WAN you've got Cisco, the TeleV manage solution that provides a controller layer for automation, for analytics on top of the infrastructure. >> I wonder if we can unpack that SDWAN piece a bit, because WAN's been around a long time. I think back to the 90s, WAN was something that helped us get the internet. In the 2000s there was WAN optimization, I worked on a lot of replication solutions. I'm not sure that people understand the connection between SDWAN and really enabling the multi-cloud world that we need today, and the portfolio that Cisco has to attract that. >> You mentioned the 90s, I joined Cisco in 97, and I actually worked in WAN technical support. (laughing) So I've been with WAN for a very long time. And the customers aren't waking up and saying hey, I need a new WAN. That's not how the conversation starts. What's happening is it's a business transformation question. The companies, the customers are using infrastructure as a service, AWS services. They're using ACER, they're using Google Cloud platform. They're using all the SaaS products. Webex from Cisco, right, they're using Office 365. They're using all of these new applications and their data is not sitting in the data center. I mean, as we've noticed this week, the data center moves to where your data is. Well now, if your data isn't in it's data center that's conveniently connected through a WAN connection and it's all over the place. It's in the cloud, in many clouds. You have to think about, how do you get traffic in and out, how do you deliver security, and in this world where you may be using internet connections and all kinds of connections, how do you deliver the right application experience, and then oh, by the way, how do you manage all of this? That's what SDWAN is about, I need to transfer my business as I move applications or consume cloud services, I need to re-architect my WAN, and SDWAN helps me go do that. >> A big piece of that is what a network person needs to manage today, a lot of what they need to manage, they don't own. They don't control it, and some of that means I can't necessarily put a box that I can dial into and do this, so I need a software piece that I can put there as part of my overall configuration. >> Yes, you need a software piece, and you need something that scales to something that is cloud delivered. You can't be going to hundreds or thousands of sites and manually provisioning these for these services. You need to be able to have virtual services. If you're consuming a cloud service, you need your router or your service presence, your SDWAN presence in the cloud, right? So virtual network functions, virtual services become really critical in this world. >> Just on scale, you know, I've worked with Cisco on a lot of branch solutions over my career, there's lots of different components of scale that these type of solutions play into. >> Okay, people say if everything is in the cloud, does the scale requirement go down? All you think about is do I have 100 sites and I had one or two data centers. Alright, well now I have the same hundred sites, and I have hundreds of services. SaaS applications I'm consuming, and as I said, infrastructure as a service. And I still have some data centers for my legacy applications as well. So the complexity has actually increased, the scale requirement has increased. I need a much better software method, a software define method, to manage all of this. >> This is a key point, a lot of inflection points in the industry always have an abstraction layer to abstract away complexities. So you got two things going on here that are pretty clear, there's more complexity and more scale. So software's the perfect solution to manage that, is that what you're saying? >> Software's the perfect solution to manage this, and that's sort of one more level to that complexity. Because your traffic isn't neatly going from your branch through sort of a lease line or MPLS circuit that you can VPN into a data center, it's a more complicated traffic flow. I might be connecting directly to the internet securely is a huge concern. >> This is a great point, I was going to ask you the flow question, you know the old expression "follow the money and you'll find your answers." In networking, in this business, follow the traffic. Remember, north, south, east, west. That became a paradigm that helped shape a lot of network architecture. Now you have new traffic patterns. Can you give some color around the new traffic patterns and with cloud, comes with Edge, it's not just north, south, east, west, it's everywhere, so give- >> So a new traffic pattern now can be, instead of from the branch through your headquarters to your data center, now the traffic pattern is direct internet access to the SaaS application. Or go to a regional hub that I have in a co-location facility. Well, in the old world you had a security stack in your DMC. So it had your best firewall, your best IPS solution, all layered in there. Now in this new world with your traffic hitting directly, those applications and data in the cloud, you have to rethink security. So what we did in our SDWAN solution, we embed the best Cisco security technology application firewall, URL filtering, IPS solutions natively in our SDWAN software stack. And so you can deploy this across hundreds of branches now, and so you have assurance that the same level of security that you had in your data center can be delivered in a distributed way, in an easy way. And what happens is, customers also want to consume cloud security. You know, maybe I don't want to run in my branch, I actually have a SaaS application, I want to use the Cisco Umbrella service. Alright, so this is a secure internet gateway that processes this traffic, makes sure things are clean, makes sure we are safe, the customers are safe, and we can now integrate with cloud services in our SDWAN solution with just one click. >> How important is this security paradigm you just mentioned? Because there probably will be consequences. We've seen IOT become a talking point around oh, surface area, more surface area for the security breaches. This security paradigm's different. Why is it important and what are the consequences if not followed? >> If you don't follow this paradigm, I think the risk you run into that first of all, you will make a compromise on application experience because you're so worried about security. Let me give you an example, customers may choose, hey, you know what, I'll continue hair pinning all my traffic through my headquarters because I have a rich security stack there, and suffer an application experience because I'm going this way to get to the cloud asset rather than going directly, and so by enabling that rich security stack to be virtually enabled anywhere you want it, anywhere you need it, we can ensure that you can have the maximum level security that you need in your architectural design, and still get the application experience by selecting the best path for your application. >> And it's good business to be in enabling technology. We've seen that, you guys have lived that at Cisco. What is the most important story coming out of Cisco, out of this show, as you guys move forward that customers and the industry should pay attention to in your opinion? What's the most important story? >> I think the most important part of the story is, intent-based networking and the architectural shift, the reinvention that it's created isn't about any single domain, right? This is happening in the WAN to solve application experience problems, SaaS application experience problems, security problems, automations, scale. It's happening in the campus for segmentation, prevent lateral movement of threats. It's happening in the data center with ACI, and the customers want simple outcomes. What they're looking for is users, devices, things connecting to applications and data, doesn't matter where they sit, and ensuring that from a policy based model, they can automate end to end, and they can get the visibility, the telemetry end to end to solve problems and to learn and to improve the network. >> So cross domain traffic, application probability of the network, and the role of data that plays in that seems to be a common thread. >> Beautifully summarized, John, that's exactly right. >> Well, what's coming up in the keynote? What are you going to talk about at noon here in Barcelona? >> Yeah so in the keynote, I'm going to recap why have we done this, why does it matter, and why isn't CLI still going to work for you, and why did we need to reinvent networking? And then talk about the journey so far, all the new things we've announced, and then what I'm really excited about is I have a partner coming on stage with me talking about how we're delivering SDWAN solutions for our customers, how does that conversation work, and what should you really worry about as you select the service, design the architecture you're going to go with. >> Sachin, I want to go back in time, jog your memory, I remember back in the 90s, multi vendor was a big word, multi vendor improbability. Multi vendor meant working with multiple industry standard stuff. I hear multi cloud, I get a similar vibe. This seems to be the trend that people want to pay attention to just as much as hybrid cloud or maybe more on the multi cloud side, some are even saying, multi cloud is hotter than hybrid cloud. Do you agree with that, and how does multi vendor, multi cloud jive to Cisco? You guys thrived in a multi vendor world. What's your thoughts on this multi cloud? >> I think in both of those situations, customers are looking for freedom. It needs to be open, API driven. I should be able to move my traffic from one place to the other, my applications from one place to the other and not feel locked in. And so it's critical to support open protocols, open APIs and to provide customers that freedom. An SDWAN actually helps provide that. We're using open protocols open APIs, but at the same time, if I need to move my service from here to there, and I still need to deliver security, application experience, scale, automation, you can do that. So we provide that freedom to run that application in the multi cloud environment. >> One of the things that comes up all the time when we have conversations with the geeks out there at the conferences, it's microservices in containers on one side, and then on the networking side it's still latency and cost, you've still got latency issues and cost to move traffic around. Still a dynamic, how are you guys still looking there? 'Cause latency is certainly super important, and networking will be moving packets around, moving traffic around, and cost, there's still cost. Is this the concept of data center moving to the applications? How do you guys look at that cost equation and the latency equation, that's still important, can't change the laws of physics. >> The cost of latency equation is still really important, but the problem has changed, now. As your applications now, your data center is sort of moving with the cloud. Think about Office 365, we still need to help you get the best experience for Office 365 as if you were running an on-prem solution. For that we need to do things very different, we need to manage latency, to manage jitter, to manage cost overall. So what we've done is we use an API integration with Office 365 to give you 40% better performance for that fast application, and we're doing this for many applications. So I think you're right, you're solving for similar things, but now everything's changed on here. The applications are in a different place. So you just have to solve them in a fundamentally new way. >> And that's the traffic patterns, really comes down to it, and that's a tell sign of user expectation, user behavior, application behavior, this is the new normal. >> This is the new normal. >> What are you excited for looking forward as you look at your business, you look at Cisco, positioning style, I like the new position, very tight, very good, I like A Bridge to Tomorrow, A Bridge to the Future, kind of makes sense. Bridge, I like the double entendre there. But as you look at the portfolio coming together with multi cloud, what are you excited about? >> Look, and I've heard this from many customers and partners this week as well at Cisco live, we've been on this journey for many years. Building out intent-based networking for each of these domains, and now we've got thousands of customers already using it. But the conversations are going from hey, why did we need to do this? To, hey, help me perfect my design, and I now need to connect two or three domains together, how do we go do that? So we're now having richer, more mature next phase conversations. So it's working with our customers to realize that value across all of the domains from anywhere where there are users and things start anywhere with data and application sessions. >> And the network is foundational with the security architecture, you can build on that, that's where the magic will happen from your perspective, you see that. >> That's where the magic will happen, and you know what, only Cisco can pull this off. Because we have leadership in every one of those domains, and we're following the same architectural principles across all of them. >> So if someone said Sachin, this is not your grandfather's SDWAN, what do you respond to that? How do you update that narrative? What is the SDWAN new message, what's the new picture for SDWAN, what does that mean? >> The new SDWAN is about connecting to your applications and data in any cloud in a multi cloud environment, SaaS, IOS applications, it doesn't matter. Any private data center, still delivering the best security, best application experience in an automated way at the skill that you need. >> Okay, at the center of the value properties, have been saying on theCUBE for nine years, finally it's happening, a lot of stuff coming together meeting the road, congratulations on your success, and thanks for spending the time to come in. Great to see you, good luck on your keynote. This is theCUBE coverage live in Barcelona. I'm John Furrier, Stu Miniman, back with more coverage here from Cisco Live after this short break, stay with us. (funky music)
SUMMARY :
Brought to you by CISCO and it's ecosystem partners. jewels of Cisco, Sachin got the keys to the kingdom. thanks for spending the time, I'll get right to it. and how that fits into the framework. and quickly explain for the folks watching and prove to you that the intent you wanted was delivered. And what is changing now, more than ever, individual devices that you have to What is the big product change, if any, and now runs across the entire portfolio. and really enabling the multi-cloud world the data center moves to where your data is. a network person needs to manage today, and you need something that scales Just on scale, you know, I've worked So the complexity has actually increased, So software's the perfect solution Software's the perfect solution to manage this, the flow question, you know the old expression and data in the cloud, you have to rethink security. area for the security breaches. and still get the application experience and the industry should pay attention to in your opinion? It's happening in the data center with ACI, of the network, and the role of data Yeah so in the keynote, I'm going to recap the multi cloud side, some are even saying, but at the same time, if I need to and the latency equation, that's still important, need to help you get the best And that's the traffic patterns, Bridge, I like the double entendre there. and I now need to connect two or three the magic will happen from your perspective, you see that. and you know what, only Cisco can pull this off. the best security, best application experience and thanks for spending the time to come in.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
CISCO | ORGANIZATION | 0.99+ |
Sachin | PERSON | 0.99+ |
David Geckler | PERSON | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
one | QUANTITY | 0.99+ |
Stu Miniman | PERSON | 0.99+ |
John | PERSON | 0.99+ |
Gordon | PERSON | 0.99+ |
Sachin Gupta | PERSON | 0.99+ |
John Furrier | PERSON | 0.99+ |
two | QUANTITY | 0.99+ |
Barcelona | LOCATION | 0.99+ |
Liz | PERSON | 0.99+ |
40% | QUANTITY | 0.99+ |
18 month | QUANTITY | 0.99+ |
hundred sites | QUANTITY | 0.99+ |
100 sites | QUANTITY | 0.99+ |
ACER | ORGANIZATION | 0.99+ |
hundreds | QUANTITY | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
Office 365 | TITLE | 0.99+ |
nine years | QUANTITY | 0.99+ |
last year | DATE | 0.99+ |
thousands | QUANTITY | 0.99+ |
2000s | DATE | 0.99+ |
yesterday | DATE | 0.99+ |
90s | DATE | 0.99+ |
IOS | TITLE | 0.99+ |
Barcelona, Spain | LOCATION | 0.99+ |
18 months | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
North America | LOCATION | 0.99+ |
two things | QUANTITY | 0.99+ |
97 | DATE | 0.98+ |
ACI | ORGANIZATION | 0.98+ |
one click | QUANTITY | 0.98+ |
three domains | QUANTITY | 0.97+ |
sites | QUANTITY | 0.97+ |
this week | DATE | 0.97+ |
today | DATE | 0.96+ |
each | QUANTITY | 0.96+ |
two data centers | QUANTITY | 0.96+ |
first | QUANTITY | 0.95+ |
One | QUANTITY | 0.95+ |
theCUBE | ORGANIZATION | 0.95+ |
one side | QUANTITY | 0.94+ |
Cisco Live Europe 2019 | EVENT | 0.93+ |
12 | DATE | 0.91+ |
thousands of customers | QUANTITY | 0.91+ |
DevNet | TITLE | 0.89+ |
Cisco Live EU 2019 | EVENT | 0.89+ |
hundreds of branches | QUANTITY | 0.88+ |
A Bridge to Tomorrow | TITLE | 0.86+ |
Webex | ORGANIZATION | 0.86+ |
hundreds of services | QUANTITY | 0.84+ |
IOS EXE | TITLE | 0.81+ |
single domain | QUANTITY | 0.78+ |
hyper flex | ORGANIZATION | 0.77+ |
to | TITLE | 0.76+ |
Cortney Dominguez, World Fuel Services & Ashim Gupta, UiPath | UiPath Forward 2018
>> Live from Miami Beach, Florida, it's theCUBE, covering UiPath Forward Americas brought to you by UiPath. >> Welcome back to Miami Beach, everybody. This is theCUBE, the leader in live tech coverage. I'm Dave Vallante with Stu Miniman. This is our one day coverage of UiPath. UiPath Forward Americas. UiPath does these events all over the world. They've reached about 14,000 customers to date and about 1,500 here, Stu. A great show, a lot of energy. We're watching the ascendancy of robotic process automation, the simplification of software robots. Courtney Dominiguez is here, she's the Vice President of World Fuel Services and she's joined by Ashim Gupta who's the UiPath's Chief Customer Success Officer. Welcome folks, thanks for coming on theCUBE. >> Thanks. >> Thank you. >> So, Courtney, let's start with you. World Fuel Services: what's that all about? >> So we're a logistics company, an energy logistics company. We're actually based here in Miami, Florida so it was a short commute over to the Fountain Blue for the day. >> Lucky you. >> Yes, exactly. So, yeah, we do fuel globally, all over the world. So we do for aviation, marine, and land. We also focus on renewable energy and we're really developing over in Europe as well. >> So, interesting, a lot of interesting drivers and dynamics in your business, fast moving, a lot of change, sometimes hard to predict. >> Yes. >> In terms of your role, talk about your role and what some of the key business drivers are that force you to be on top of your game. >> Yeah, so, I'm in charge of shared services and automation for the company so it's really my role to help us operate more efficiently and do things smarter. You know everybody's being challenged to do more with less and as you grow the business, your transaction accounts grow as well so we're really in charge of transforming and providing solutions. UiPath is a component, a big component, of what we're going to be rolling out and helping to really do transformation. >> So, Ashim, Courtney saying, do more with less, that's got to be music to your ears. Your job is to make, Courtney, her company, successful. So, talk about your role and how you actually make your success. >> Sure, so, one, I was a former customer. So you look at Daniel Dines' strategy and UiPath's strategy and it's bringing people in who really have a passion for the industry and have that experience to go and try and operationalize a lot of our mission. As a former customer, I know a lot of times you get sold software and you don't get a lot of the tools or you got to go buy another set of tools to make the first set of tools work. So customer success is about giving technical talent and really great experts and put them in the hands of our best customers to answer the questions that are out there as they embark on their RPA journey. That can go from anything from infrastructure, technical hurdles that they may face to how to really think about RPA, how to eventualize it within their areas. And by doing that, we get people to up that adoption curve, they start seeing the benefits of RPA and it becomes a no-brainer, both for the company to invest in and employees to understand the value that RPA brings. >> So, Courtney, was RPA kind of a no-brainer for you? Was it a, "What is this technology?" How did you go about sort of bringing RPA into your organization? >> Yeah, I think all of the above. So, it seems very intuitive. You know, you want to do things smarter and do things more efficiently but that makes people nervous too so there's a lot of people that say, "I like what I do" "and if you do it smarter and more efficient," "do you still need me?" And I also think that, from the top, it's easy to say robots, and that sounds really cool but really putting it into the water supply is a different story. So, one of the things that we did, we hosted a RPA awareness day, partnered with UiPath. They came in and worked with us on that. And then after that we hosted a bot-a-thon. So, we went out and we had our whole enterprise download the community version of UiPath and just had them start experimenting and coming up with their own ideas and honestly, it was a great crowd-sourcing engine for us. And we just came up with an instant pipeline of ideas and people really caught on and bought into it at that point. So it was fantastic. >> Courtney, I want you to expand a little bit on that. In my career, I've always said, "I know next quarter," "next year, I'm going to have more to do." When I managed a group in operations it was, "You need to figure out what you can get rid of," "you know, what you can," I mean automated a decade ago was quite different than what you do today but I like what you said about how you engaged everybody and got them to, kind of, get over that fear of the unknown. How long's the process going to take? Did you have senior management involvement in the planning? >> Yeah honestly, this was a great, ground roots kind of a way of getting it out and it didn't take long at all. I mean we've only been on this journey a couple of months quite honestly and it's caught on like wildfire and we're really excited about it. So you know, I think it's great that we were able to partner some of our great, younger talent with some of our more, people who've been doing it for a long time. And we partnered together, we partnered them together and then they came up with their own ideas. It's easy for me to, Monday morning, quarterback, and stand on the other side and say, "Oh, you should do this or do that" but the people that are doing it everyday are the ones who have the best ideas. They know what they don't want to do. They know what they want to spend their time working on. So they're the best ones to figure out how to make that other stuff that's not quite as fun go away. So, yeah, it's been fantastic. >> So, Ashim, if I could ask, how do you help your customers figure out what the right metric is? What is success for them? You've been on the customer side, you've been talking to users, it's often like, "Oh, I think I'm going to be able" "to save money but maybe it's growing revenue." There's a lot of pieces there. >> I mean, a lot of it starts with listening because I don't think there's one right answer. You know, a lot of software companies come in and say, "It is just about cost", or, "It is just about X". We think about it very differently. Some of our customers think about it in terms of cost equality, getting accurate data, getting things done 100% accurate and getting data quality up. Some of them, it is a productivity game, right? It's important to get that cost down. We have customers in Japan who are using it to augment their workforce because they need more workers than the market can supply and RPA gets it. So I would say the first is listening to our customers. The second piece of it is, then, there are some standard things across our customer base that we're all learning together. You know, one of our customers started looking at the time, the run time of a bot. Or how long, how much infrastructure does it consume? So we're able to get best practices across to be able to figure out what are the right metrics that suits our customers' needs. >> Courtney, I'm trying to understand if it was a top-down initiative or a bottoms-up or both? >> It's both, yeah I think it's really both. So I think it's that top level setting the direction and saying, "This is what we want to do." One of the things we have at World Fuel is, a lot of people have the mantra, and Dan said this this morning as well, is, "We don't want to touch the keyboard." Right? We want to be no-touch. We want things to come through seamlessly. So that's getting great data quality at the beginning with customer onboarding and then getting it all the way through and out the door because, at the end of the day, we need to get the invoices out and the money back in, right? And I need accurate data to do that and do things efficiently. So, I think it's from the top saying, "We want to be no-touch", and then it's up to my team to help provide solutions and work with the businesses and figure out how to make that happen. >> So it sounds like you had this ideation initiative and did you just pick one or two or did you say, "Okay, guys, go?" Where did you start, what did you have to do to really prove out the value? >> We did, we definitely picked one or two. It went with quick wins but when you go with quick wins and you say, "This is what we did in a really short" "amount of time with minimal effort," "think of the art of the possible, think of what we can do?" And now our focus is not on quick wins. Our focus is on, "How do we transform our business? "How do we take this tool and really apply it" "and transform the way we work?" So I think it's important to have those quick wins initially and just kind of set the stage because that gets everybody thinking, "Wow, this can be really big." >> What kind of person was required to build the robots? Somebody who's fairly technical or was it a business person, was it a team, two people team? >> I have the best team ever and I really think we got a lot of them internally. Really, citizen, kind of data, scientist people. Not anybody that was necessarily trained in it. Now we're getting more and more data scientists added to the team. So we're getting more developer-type skills. We also have BAs, so we've got some people who are great at looking at process and how can we make things more efficient? It's a combination but I do really think that some of our best resources have just been people that are really eager to learn. I mean, UiPath does an amazing job of putting the certification and the academy, and so many online tools it's free. I mean, it's so easy to work with them and really pick it up. You know you don't need a lot of training and that's one of the reasons we selected UiPath you don't need to be a rocket scientist to figure this stuff out. And they really make it all so readily available. >> A lot of the customers we talked to today on theCUBE have gone through a business case, some rigorous, some sort of back-of-napkin, What kind of business case and justification did you go through? >> So we started small with the bots. So we said, "Lets prove it out with a small number of bots" "and if we can do that, then we can scale". And we were just chatting earlier that now we really want to look at it and say, "Over the next three", "six, 12 months, how can we really scale this" "and what do we think that looks like?" Again, start small and then, now okay now we know what's out there and we know what we can get so let's go big and we're ready to do that now. >> So did you go through a rigorous, sort of, quantification of the business value or was it more like, "Hey, it's low risk. Let's try it, see what we get." >> Yeah, yeah, it's low risk, let's just do it. >> I mean what was the result, what was the business event? >> Honestly, it's been fantastic. I mean the results back that we've had have been savings of 100,000s of dollars with minimal, again, minimal effort and minimal, really unsure of what we were going to get out of it. So, it's phenomenal. >> And the denominator, and I say denominator I'm talking about benefit divided by cost-- >> Yeah. >> Sounds like the denominator was pretty low. >> Pretty low, yeah. >> One of the best ways to get our eyes, lower the denominator. I always talk to my kids about this when it comes to college cost so you know what I mean, (laughing) And really, with the community version, getting that out there and free and just having people start playing around with it? I mean, that right there keeps your cost pretty low because they're funneling and putting ideas in the pipeline and then when it comes time to develop it and make it production ready, that's where our effort is involved but to just get that into the pipeline with a little bit of effort and a little bit of cost is a no-brainer. >> So it's clear, your strategy as a company is to lower the barriers to entry for your clients, train them, free training, get them hooked, and then let the rest of it soar. >> Yeah, I mean, one is we share that, our CEO talked about that today, we share that joy that automation brings to a lot of people's work. That's what drives them. So for us, it's not about nickel and diming people every step of the way, it is arming them with what they need to fulfill the mission for what we sold them automation or RPA for. And that's a huge part of it so it goes beyond just the academy, just the training, you know, it's the intimacy that we want to keep with our customers. So we're growing very fast in our number of employees. So, even though, I think we're getting close to 2,000 customers, our goal is to get to 2,000 employees here very quickly. And our CEO really stresses customer first in that equation so we learn and we do little pivot points along the way. An example could be internal marketing, helping people drive awareness. You know, the bot-a-thon that Courtney had for her team, we want to be able to sponsor those things. You know, be partners in getting that name of RPA out there. So it's everything they need to try to get up that curve. >> Courtney, your enthusiasm is palpable, as much of the feedback that we've had from customers, but if you had to do it over again, would you change anything, would you go faster? Would you have done anything differently if you'd had a mulligan? >> One of the concerns is that I feel like we've got a lot of momentum and I want to keep it going. So I want to, like Ashim, we need to scale our team as well so that we're able to handle that pipeline of work coming in and that we don't stall out because I really see a lot of enthusiasm for what we're developing and we want to be able to keep up with that. I love moving fast, I wish we could move faster, I push my team to say, "How much faster can we go?", because there's commitments as well at the board level saying, you know, "What are you guys doing and how are you transforming?" But I wouldn't do anything over so far. So far it's been fantastic. >> You know It strikes me that when you put in a robot, and automate a process, you're saving for an individual, and arm or a leg, you know, Lots of arms and legs. How have you thought about virtualizing those arms and legs into a team that can really drive this to your last point, through the organization, to keep that momentum going? >> Yeah, that's what we're looking in now, right? We want to look at that digital roadmap and say, not arms and legs, but we actually want to look at real resources and that doesn't necessarily mean a resource reduction, it just means being able to scale and do things more efficiently and hopefully, redeploy those resources to do stuff that requires a brain, right? >> Ashim, I'm curious. Do you have some tools to help customers as to how they scale and grow and keep the momentum going? It reminds me of a rocket going on, you've got those booster levels, and you want to reach escape velocity but then probably, keep accelerating. >> Yeah, so you'll start seeing our platform expanding this. At this conference, and Daniel must have talked about it, we launched UiPath Go. Getting openness and collaboration within organizations and across organizations, that's really what our Go platform will enable people to do. Sharing automations, learning best practices, being able to connect with different companies, different partners at a fast pace, that's so important because there's not a cookie cutter approach to this, we need collective knowledge to ramp up the speed and then, slowly by slowly, the features that we're starting to do: sharable libraries within the platform, you're going to see other process discovery type automations come out or tools that we're starting to roll out to our customers. And then we have events. Yesterday, Courtney was a part of our customer advisory counsel. It is incredible, when you put customers like Courtney in a room, who are so passionate and are incredible, sharing what's working and what's not and everybody leaves saying, "Okay, these are the two things that I'm either" "going to look out for or that I'm going" "to do differently to make sure the journey happens ahead." Those are just a few. >> Courtney, Daniel was on earlier today and we were asking him to give some advice to these young people, you know, he's kind of inspirational. He talked about this morning in his keynote about people laughed him out of their office and so forth. And one of the things he said is, "I didn't think big enough," "I started to think bigger, you got to think bigger." So as you put on your think-big hat, where do you think this could go? >> So I really see UiPath and RPA collaborating, right? I mean, we were investing in a lot of smart tools and I want to see how all of those tools can work together. I don't want it to be just UiPath or just another tool, or workflow tool. I want to see how they can all, because to me, that's where the value really comes in. I mean if you're leveraging best-of-breed options and best-of-breed tools and then we can say, "How do all of these work together?" That's transformational. So, really, at the end of next year, what I want my team and what I want my leaders to say is, "Wow. They have really transformed the way that we work" "and the way that we do business." To me, that's a win. If Ashim can make me successful in that, I'll be a happy camper. >> Awesome, guys, thanks so much for coming on theCUBE, we really appreciate it. We're seeing some of these trends that we talked about: the productivity gap, we have more jobs than we have employees to fill those jobs. The productivity line's not moving. RPA and the ascendancy of RPAs promises to change that and we'll be covering that ongoing. You're watching theCUBE live from UiPath Forward Americas. Stu Miniman And Dave Vellante. We will be right back.
SUMMARY :
brought to you by UiPath. Welcome back to Miami Beach, everybody. So, Courtney, let's start with you. a short commute over to the So we do for aviation, marine, and land. So, interesting, a lot of that force you to be on top of your game. and helping to really do transformation. that's got to be music to your ears. both for the company to invest in So, one of the things How long's the process going to take? and stand on the other side and say, I think I'm going to be able" It's important to get that cost down. One of the things we and just kind of set the stage because and how can we make things more efficient? and say, "Over the next three", of the business value or was it more like, Yeah, yeah, it's low I mean the results back that we've had Sounds like the One of the best ways to get our eyes, lower the barriers to it's the intimacy that we want and that we don't stall and arm or a leg, you know, to help customers as to And then we have events. So as you put on your think-big hat, "and the way that we do business." RPA and the ascendancy of
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Courtney | PERSON | 0.99+ |
Dan | PERSON | 0.99+ |
Dave Vallante | PERSON | 0.99+ |
UiPath | ORGANIZATION | 0.99+ |
Ashim Gupta | PERSON | 0.99+ |
Daniel | PERSON | 0.99+ |
Ashim | PERSON | 0.99+ |
Japan | LOCATION | 0.99+ |
100% | QUANTITY | 0.99+ |
Courtney Dominiguez | PERSON | 0.99+ |
World Fuel Services | ORGANIZATION | 0.99+ |
Europe | LOCATION | 0.99+ |
two | QUANTITY | 0.99+ |
Stu Miniman | PERSON | 0.99+ |
one | QUANTITY | 0.99+ |
next year | DATE | 0.99+ |
2,000 employees | QUANTITY | 0.99+ |
Miami Beach | LOCATION | 0.99+ |
both | QUANTITY | 0.99+ |
second piece | QUANTITY | 0.99+ |
six | QUANTITY | 0.99+ |
two things | QUANTITY | 0.99+ |
Miami, Florida | LOCATION | 0.99+ |
two people | QUANTITY | 0.99+ |
Monday morning | DATE | 0.99+ |
One | QUANTITY | 0.99+ |
next quarter | DATE | 0.99+ |
first | QUANTITY | 0.99+ |
first set | QUANTITY | 0.99+ |
one day | QUANTITY | 0.98+ |
Yesterday | DATE | 0.98+ |
Miami Beach, Florida | LOCATION | 0.98+ |
12 months | QUANTITY | 0.98+ |
today | DATE | 0.98+ |
Stu | PERSON | 0.98+ |
100,000s of dollars | QUANTITY | 0.98+ |
Daniel Dines' | PERSON | 0.97+ |
2,000 customers | QUANTITY | 0.97+ |
World Fuel | ORGANIZATION | 0.97+ |
Cortney Dominguez | PERSON | 0.95+ |
about 1,500 | QUANTITY | 0.95+ |
RPA | ORGANIZATION | 0.95+ |
about 14,000 customers | QUANTITY | 0.95+ |
Go | TITLE | 0.95+ |
2018 | DATE | 0.94+ |
a decade ago | DATE | 0.94+ |
this morning | DATE | 0.92+ |
Vellante | PERSON | 0.88+ |
theCUBE | ORGANIZATION | 0.86+ |
this morning | DATE | 0.85+ |
Vice President | PERSON | 0.85+ |
Dave | PERSON | 0.85+ |
end | DATE | 0.8+ |
three | QUANTITY | 0.79+ |
UiPath Forward Americas | ORGANIZATION | 0.79+ |
Sachin Gupta, Cisco | Cisco Live US 2018
>> Live from Orlando, Florida, it's theCUBE. Covering Cisco Live 2018. Brought to you by Cisco, NetApp, and theCUBE's ecosystem partnership. (upbeat music) >> Hello everyone, welcome back live here in Orlando, Florida for Cisco Live 2018. This is theCUBE's exclusive coverage of Cisco Live. Gonna go throughout the events, extract them. I'm John Furrier, my co-host Stu Miniman. Three days of live coverage, our next guest is Sachin Gupta, Senior Vice President and Product Management, Cisco, 20 plus year career, welcome to theCUBE. Thanks for joining us. >> Thank you, thank you for having me. >> So we love the product execs, because you've got visibility into the customers but also into the engineering roadmap, which now, as Chuck the CEO laid out, is in a new modern era. >> Exactly. >> So you guys are busy (laughs), right? >> Yeah. >> What does that mean? I mean, what do you guys think about, what do you talk about in the product teams, to go modern with cloud, obviously a lot going on. You got cyber-ops go-- really heavily on with the routers right now, and all the core products. You gotta maintain that. >> Right. >> But yet build out a future path. >> Yeah. >> What are you guys working on? What's the core story? >> I mean this has been pretty significant, I mean we had to reinvent the entire network. And, the motivation behind this is, for many many years, our customers could go in, manually operate these networks, go box by box, they're putting command line in, they're deciding the configuration of each element, setting it up this way, and they provide connectivity, some basic security, some experience this way. And what's happening now is, it's just a sheer volume and scale of things that they're having to deal with. I mean everybody comes in with four mobile devices, there's all these things that are connecting. We talk about 26 billion things connected to the network in 2020. It's mind boggling. And then at the same time, the applications are moving to the cloud, which means your threats surface has expanded. We needed to do things fundamentally differently. And so we reinvented the entire stack, and we're serious about that. The ASICS, the platforms, that they're built on, the operating system, modular, programmable, API driven, the controller system on top. Everything had to be redone from scratch. >> One of the exciting things in following Cisco over the years, Stu and I have been following you guys from really the beginning, you go back, say 15 years ago. The big debate in Cisco is, should we move up the stack, and how should we move the stack? But now, the time, it's almost a perfect path, 'cause you got software defined data center, completely going full throttle, really relevant, lot of stuff going on at the root level of the networks, so networking's not going away anytime soon, and as the things I mentioned, security's obviously a big concern, and then now you got Kubernetes and Diane Greene from Google Cloud saying, "Hey this Kubernetes and containers and service meshes, feels a lot like some of the kind of coolness of networking." So the network engineers now have a kind of a path, if you will, to take their core competence, and drive more value around that. Talk about what that actually means. >> Yeah, so there's a couple of things, interesting things that you mentioned. First of all the data center moving to a software defined path. So we've applied a lot of learning from that. And so we've taken the fabric approach, the automation approach, and brought that to the campus with DNA Center, right. Basically Software-Defined Access and DNA Center. And DNA Center actually is built on a Kubernetes model, so in a cloud type of platform, to allow it to scale out with service offers. So we've actually taken both examples applied it. What does it mean from a network engineer point of view? Instead of repeating mundane tasks again and again, now they can automate network wide. The entire network operates as a single system. I can define a policy, and say "I need this user group, I need these doctors, to have access to these medical records. I want this telepresence application to get high priority." Specify intent, let that system automatically apply that everywhere. And then take data and analytics out of that infrastructure, to ensure that the intent was delivered as expected. It's a very powerful-- They can sort of instead of be boxed by box network engineers, now they're system wide looking at the entire network as a whole system. >> Yeah, Sachin, wondering if you can give us a little bit of insight here. You talked about customers not being box by box. Well, from the product side, you know, you spent a lot of your career helping define the catalyst boxes, and we watched the generations of catalyst switches over the years. Cisco transforming from being measured in boxes and ports, to being a software company. How do you, on the inside, measure that transformation? You talked about things like, the DNA Center and the like, but, what's that been like on the inside, and how do you measure internally that balance between software and kind of the hardware world? >> We measure it through customer success through that software. So how many customers were actually able to get a DNA Center - it's an appliance that has software embedded in it - and get value through the network. And I think one thing I'll tell you is, we found that while, reinvention of the network sounds scary, or "Hey, how do I even start reinventing my entire network, as a customer how do I start?" That you can take DNA Center, take the network that you have, and start sending data from DNA Center, as from your network, sorry, from your access points, from your switches, your routers, your identity product. Send it to DNA Center, and start getting immediate value. Immediate value. So what was the experience for this user at this time, how do I pinpoint where the issue is and go fix it? And so we find that, for these customers, yes the switches, the, all the new products we brought out are important because they're programmable, they have rich capabilities, rich data streaming. But, at the same time a lot of the products they have through a software model they can now get network wide assurance. They can troubleshoot, get automated remediation steps that Cisco recommends. And now the new announcement, if we go there is, how do we expose all of this through an API layer? >> Yeah, it's interesting, 'cause if you think back 10, 15 years ago, doing a network upgrade, oh my God, that was a scary thing for customers. You're thinking forklift, am I doing some major build out, I start up my core, I build out to the edge, it's generation shifting. What we hear from the DevNet team here is you gotta meet them where they are, add value, and then you can make change along the way, almost like we do with applications, slowly pulling things apart. >> Absolutely right, and one of the immediate values is assurance, analytics for assurance. Helping you troubleshoot better. But other piece of value that customers love and that we get great feedback, is you know, racking and stacking a switch sometimes, like in a branch site, they would pay more to get it stacked than the switch itself. Because imagine you know you've got a remote side, you don't have a highly trained person flying somebody out, getting them, installing it, spending a few days there, costs a lot of money. And now we're seeing we can automate onboarding your product, we can automate software upgrades for those products, using DNA Center with intent-based networking. So you start there. Then you start transforming it for policy based automation, some of the more advanced security capabilities that the system provides. >> Yeah, we hear day zero a lot, when some of those use cases, and then you see the shift happening with software as a holistic view. Wanna explore that with you for a second. Because if you think about the system, which I totally agree with by the way, it's awesome. Then you got the DNA Center. A lot of people like, understand it, and people are now moving to that, now trying to understand it. Share the mental model, on how people should think architecturally around DNA Center. Is it an abstraction layer, is it just a set of API's? What are you enabling with the API's? What's actually gonna be the result from that architecture? So, how should I think about it, architecturally, and then what are some of the enabling things that could come as a result? >> Let me explain this a little bit, maybe with two examples, right? On, an example of how it works, an example of where we think we can take this. So how it works is, before the API's on the switch would mean that, you can say, "Hey, how much memory do you have left," you know, "Let me copy an image to you," "Let me reboot the switch to upgrade it," "Let me check if it works." And that's the level you were operating at. When we say DNA Center is a platform and has API's, now you have an intent that you could express which says, "Take all the switches of this type, on this site, and upgrade all of them." Right, and now you have to go through all those steps behind the scenes and that's the abstraction that it provides. So those are intent-based API's. So what's exciting first of all is, look, with that, I can extend, integrate it with IT services, I can integrate it with ServiceNow for example, IP address management schemes, cross network domains. I can support third party, I could do all those things. What's exciting for me is, I'm gonna pull out my device, right? You think about it, this thing has a phone, it has a camera, accelerometer, all sorts of things. But the way it's exposed through the app developer, is through very simple API's and through an app store. We are-- >> So you're essentially enabling. >> We're unleashing innovation on that network. By taking away the need to understanding the depths of networking for the developer that sits on top. >> So it's really on top, a holistic view. So, you're taking away steps it takes to get something done. >> Right. >> And integrating other things. Is that-- on the app side. >> Yeah, from the app side now, I mean, you look at DevNet, and the capabilities that DevNet brings to the table, and now, of the app developer, our systems integrator can invoke powerful network technology without understanding the depths of networking. 'Cause what they're looking for is, you know what I'll give you an example, I'll talk about doctors and medical records. If you need to onboard a group of contractors to help out for six months and have secure access, you can now define that in an application layer, at an identity layer, and automate that completely through DNA Center, without understanding exactly what the network will need to do, in a highly sophisticated way, across all those boxes to make it happen. >> So is DNA Center a net new capability for your customers? >> It is. DNA Center's been around since last August. So less than a year. It is a new controller built for the enterprise. And so yes, many many customers are using it. But for a lot of customers, it's a net new powerful piece of technology. >> I gotta ask you a personal question. You've been in Cisco for a long time, you've seen waves come, and new waves emerging. Why has DevNet been so successful? And you got DevNet Create with the cloud native side kinda coming together, bringing those two worlds together. I mean timing's everything, right? In life, right? So is it timing, is it just-- What is the, I mean the success is pretty significant. 500 thousand developers, you know you guys have. And that's a great developer program. That's robust. >> Yeah. >> So it's on its way to continuing to rise. Why is it so successful? >> I'll give you my honest example. I think you know, networking, people have thought, is sort of big, you know, big boxes, is sort of what networking is. And we always tell people, that even when you think about switches, the majority of our engineering investment is in software. So my network engineers, yes they're plugging in a switch, but the majority of their life is operating the software on that infrastructure. And so by the very nature of networking and network engineers, they're actually very comfortable with software. They're very comfortable with scripting and those kinds of capabilities. Now you enter DevNet. DevNet says, "I am now going to give you a easy way, sandbox way, learning and enablement, for you to learn the API's not just on the network, on the collapse systems, on the security systems, in the data center, and be much more powerful at how quickly you can move. You're much more agile." So I think it was a pretty natural evolution for the network engineer. Now, the last piece of the puzzle was the network. And now with DNA Center, we provide the same sort of API abstraction for the network itself. And I mean, look, so far, network engineers are loving it. I was talking to Paul, who's at Presidio, who's a network engineer. He's actually one of the DevNet Creator award winners. And, loves it. He's a network practitioner, and now can solve problems for his business as a partner and his customers, could never do before. >> Great point. I mean we interviewed Paul, great guy. But you just said something I think is really interesting. The people in the community, the network engineers, they've been solving problems. That's what they do. >> That's what they do! And with software! >> And so now you add scripting to your point, this is not new things, it's not foreign, but the networks are core. >> Yes. >> They're not learning Python to get a career change. They're extending their capability. >> That's exactly right. They're not doing Python just to do Python. They're using Python, they're using the API's, they're using the DNA Center platform to become more powerful as a network engineer. For networking, to solve business problems. >> Yeah, I think the timing, combined with just where cloud is, where you guys are with the programmability, it really is, right, again, timing's everything. >> It's exciting. I think-- >> So, one of the things we've been looking at with Cisco is, Cisco's moving up the stack. And I think, we want you to help connect the dots for us. Intent-based networking really is one of the ways that networking people are building applications. I think in the key note, they walked through some specific examples. What kind of things are people building with intent-based networks that they couldn't do before? >> I think, you know, so some of the app examples that sit on top, right? So, I'll give you simple examples, and some other interesting things. Accenture, for example, is doing automated software updates, much more intelligent software updates, based on you know business information, like who, how many people will get impacted with the update, tying it to the service process with ServiceNow. That's an Accenture use case. World Wide Tech has taken DNA Center, made it mobile. So instead of consuming it on your laptop like this, you can now consume network status, client status, health, on your mobile device. You've got, Dimension Data, that's actually doing SSID leasing. So in your sites as a customer, if you need to create temporary network connectivity, for certain types of users, you can deliver that automatically. Right, so you've got examples of all kinds that are leveraging the power of the network, without actually have to understand all the nitty gritty details behind it. And as a developer or a systems integrator, providing tremendous more value to our customers. >> It's interesting too, one of things that World Wide Technology said here when we interviewed them on the first day yesterday, was, in the old model, there was dislocated capabilities. They'd go talk about business outcomes, essentially what the intent was on the business side, and then, "Great we're done. Now let's shake hands with Cisco." Cisco would come in, and the networking guys would come in, "Okay, here's what you can do." So now, those are coming together. >> Yes. >> Which shrinks the accela--, the time frame, on the execution. So, to actually put it together, that is really kind of DevOps-like. I mean, this is integration, this is kind of like-- >> Right. >> This is a big trend. >> It's a big trend, because now the network has an ability through DNA Center, to take that business outcome, you described it as an intent, translate that into what the network understands, activate it, and then provide the data analytics and assurance, back to the application. And so, you're absolutely right. Before, you'd have to go manually, take that business outcome, and figure out now, how do I, you know, make this happen, through a network that did not operate as a single system. >> Yeah. >> And now the worlds are coming together, and our partners and our customers can move much much more quickly. >> Well you guys are doing a great job, we really think that the clear path to the stack, where the stack is integrating with networking, is colliding - in a good way - you've still got the hard core, software defined, networking in the data center and the networks. So it's awesome. I wanna get your thoughts on, as an industry participant, also Cisco executive, for the folks that couldn't make Cisco live this year, what's the biggest story? I mean we heard a lot of things. If you had to boil it down, what's the most important development happening this year at Cisco live? >> I think the big announcement is DNA Center platform. Where, it is an open API system which supports third party infrastructure, and has that API layer, accelerating innovation through our partners. But what I will tell you, is, that the important message I'd like to deliver, is they can start on this network reinvention today. It is not about a rip and replace of the gear that they have. They can add the software capabilities of DNA Center on the infrastructure they have. And get immediate out the gate benefit, with things like network assurance, DNA assurance. And so I really encourage everybody to look at this and say, "Yes, you know what? Maybe I'll get to the last step later." Start now. You're gonna see immediate value. >> And there's not a lot of-- there's really no disruption. >> And there's no disruption in that. >> They can put their toe in the water, or jump all-- full throttle. >> Exactly. And once you like the controller approach, you can see how it integrates with API's, with everything else in your IT processes, you can then take more steps, like software defined access, policy based automation. Which are more intrusive, and but provide tremendous value. But there's a way to start that's not intrusive. >> Well we're super excited to see how DNA Center continues to accelerate, we love what's going on in DevNet, DevNet Create, you're seeing the cloud growth happen, you're seeing all kinds of new modern era things that we've never seen before. So congratulations. >> DNA Center platform, multiplied by DevNet, right? It's exponential growth. >> Yeah, so it's a great wave. People's jobs will become easier, again, automation for the right reasons, accelerating new value creation opportunities. This is theCUBE. Here in Orlando. Bringing you all the action at Cisco Live. Extracting the signal of noise. I'm John Furrier, Stu Miniman. Stay with us, we've got more. Here on day two of three days of coverage. Stay with us. (music)
SUMMARY :
Brought to you by Cisco, NetApp, and and Product Management, Cisco, but also into the engineering roadmap, I mean, what do you guys think about, The ASICS, the platforms, that they're built on, and as the things I mentioned, that the intent was delivered as expected. Well, from the product side, you know, take the network that you have, along the way, almost like we do and that we get great feedback, is you know, Wanna explore that with you for a second. And that's the level you were operating at. By taking away the need to understanding the depths So it's really on top, a holistic view. Is that-- on the app side. and now, of the app developer, our systems integrator It is a new controller built for the enterprise. And you got DevNet Create with Why is it so successful? And so by the very nature of networking The people in the community, the network engineers, And so now you add scripting They're not learning Python to get a career change. They're not doing Python just to do Python. you guys are with the programmability, I think-- And I think, we want you to help connect the dots for us. that are leveraging the power of the network, "Okay, here's what you can do." Which shrinks the accela--, the time frame, the network has an ability through DNA Center, And now the worlds are coming together, for the folks that couldn't make the important message I'd like to deliver, They can put their toe in the water, And once you like the controller approach, how DNA Center continues to accelerate, DNA Center platform, multiplied by DevNet, right? again, automation for the right reasons,
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Paul | PERSON | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
Stu Miniman | PERSON | 0.99+ |
six months | QUANTITY | 0.99+ |
Sachin | PERSON | 0.99+ |
John Furrier | PERSON | 0.99+ |
Sachin Gupta | PERSON | 0.99+ |
Orlando | LOCATION | 0.99+ |
2020 | DATE | 0.99+ |
Diane Greene | PERSON | 0.99+ |
Chuck | PERSON | 0.99+ |
three days | QUANTITY | 0.99+ |
Python | TITLE | 0.99+ |
theCUBE | ORGANIZATION | 0.99+ |
Orlando, Florida | LOCATION | 0.99+ |
NetApp | ORGANIZATION | 0.99+ |
20 plus year | QUANTITY | 0.99+ |
Three days | QUANTITY | 0.99+ |
last August | DATE | 0.99+ |
less than a year | QUANTITY | 0.99+ |
DevNet | ORGANIZATION | 0.99+ |
two examples | QUANTITY | 0.99+ |
15 years ago | DATE | 0.99+ |
Stu | PERSON | 0.98+ |
both examples | QUANTITY | 0.98+ |
this year | DATE | 0.98+ |
each element | QUANTITY | 0.98+ |
one | QUANTITY | 0.98+ |
Accenture | ORGANIZATION | 0.97+ |
four mobile devices | QUANTITY | 0.97+ |
Cisco Live 2018 | EVENT | 0.97+ |
First | QUANTITY | 0.97+ |
two worlds | QUANTITY | 0.96+ |
today | DATE | 0.96+ |
DNA Center | ORGANIZATION | 0.94+ |
day two | QUANTITY | 0.94+ |
World Wide Tech | ORGANIZATION | 0.94+ |
DevNet Creator | TITLE | 0.93+ |
single system | QUANTITY | 0.92+ |
500 thousand developers | QUANTITY | 0.92+ |
World Wide Technology | ORGANIZATION | 0.91+ |
Google Cloud | TITLE | 0.9+ |
first | QUANTITY | 0.87+ |
ASICS | ORGANIZATION | 0.87+ |
Cisco Live | EVENT | 0.84+ |
One | QUANTITY | 0.83+ |
yesterday | DATE | 0.82+ |
10, 15 years ago | DATE | 0.79+ |
about 26 billion things | QUANTITY | 0.78+ |
US | LOCATION | 0.78+ |
first day | QUANTITY | 0.77+ |
a second | QUANTITY | 0.76+ |
Cisco live | EVENT | 0.72+ |
DevNet Create | TITLE | 0.71+ |
2018 | DATE | 0.7+ |
Kubernetes | TITLE | 0.7+ |
Presidio | ORGANIZATION | 0.69+ |
Dimension Data | ORGANIZATION | 0.64+ |
Uddhav Gupta, SAP | SAP SAPPHIRE NOW 2018
>> From Orlando, Florida, it's theCUBE. Covering SAP SAPPHIRE NOW 2018 Brought to you by NetApp. >> Welcome to theCUBE, I'm Lisa Martin with Keith Townsend and we are in Orlando at SAP SAPPHIRE 2018. This is an enormous event, 16 football fields. American football fields is the size of this space. Incredible, we're welcoming back to theCUBE, one of our distinguished alumni. >> Thank you. >> Uddhav Gupta you are the global vice-president and GM of the SAP App Center, welcome back to theCUBE. >> Yes, thank you so much, thank you for having me. And isn't this a lovely event? >> It's amazing. >> It is. >> So much energy and excitement yesterday during Bill McDermott's keynote. He talked about SAP, 46 years old now, has 398,000 customers and is responsible for 77% you said of the world's transactions. >> Yes, yes. >> Unreal. >> And you know the best part about this is we got 77% of the transactions, and if you walk around and ask people about SAP, they don't even know SAP, right? It's funny, I'm from the Bay Area and the first time people started taking SAP and acknowledging the brand of SAP was when they start to see SAP Center. Because that's home. >> The shark tank. >> To the Sharks. >> Yup. >> And they're like, oh, that was the first time. And then the second time we put a building out. We bought SuccessFactors and we got a SuccessFactors building by the airport and then, "Oh yeah we know SAP from the building next to the airport." But now people are starting to becoming really serious of associating themselves with the brand because now they started understanding what a crucial role SAP plays in their lives, right? If SAP doesn't do what it does, the entire supply chain for many large enterprises stops, right? Which means, your beverages don't come, and your food doesn't come in, nothing, right? Your lines are stopped. >> Yeah, we're with you. Your medicine doesn't come. >> Right. >> It is just. >> Yes. >> Well you guys have had Bill McDermott has talked about for a while about, we wanna become one of the world's top 10 most valuable brands but for invisible software you know you talk about, you want to be up there with the Apples and we can engage and touch with so many of these brands, and people probably don't know, a lot of people. >> Yes. >> That they are using SAP that's driving so many businesses, industries, and you guys have done a very good job of articulating your brand value through the voices of your customers who are transforming industries, they're saving lives, and also your partner ecosystem. So talk to us about the partner ecosystem and how they're really enabling partners like NetApp. What you're doing with the App Center to really enable SAP's growth and transformation through your partner ecosystem. >> Absolutely, so one of the good things is, if you look at the different transformations that the software industry has gone and cloud is one big one, right? And right now, with the cloud that one day we've regarded is the Cloud is a completely different dynamics of software. It's a very closed environment, the software itself so not everybody can actually basically just go ahead and deploy anything within the software itself, right? So that's created a huge economy of ecosystem for us where we've got partners that are building Sas Solutions, that extend our core business products. We got partners that are building content services that can actually be consumed within our business products. Similarly, SAP has made this transition from being more of a software applications company to actually being a platform company and now taking it into the cloud. So we've got a whole new generation of partners that we kind of started working with that provide technology services into the platform, right? And that's why we work with partners like NetApp. We work with partners like (mumbles). We works with partners, even SIs. They're starting to build a whole bunch of repeatable solutions, right? So in order to bring all these innovations that are happening around the SAP ecosystem, in the hands of our customers, like NetApp is a customer of SAP, too. How do we bring that easily into their hands so they can discover these products? They can try the products, they can buy these products. And then they can manage these products. And that's the whole idea of the App Center. >> And this has only been around for a year. In fact, you just celebrated your first birthday. >> Exactly. >> But a tremendous volume of apps that are already available. >> Yes, it's amazing. >> For try and buy. >> The ecosystem has really embraced us, they put their hands open, right? So within a year we've got 1100 partners that are on the App Center. We've got 1500 solutions that are on the App Center. And we are growing like crazy, right? We've got amazing endorsements from partners and donor. We've got amazing endorsement from customers. Some customers have come and done repeated purchases on the App Center within a month, right? The number of trials we're executing for partners is huge. On the whole, it's doing really well. >> So let's talk about the range of applications. I know when I think of App Center I think of App Center on my phone. >> Yes. >> And I can go and get something as silly as a flashlight or, in my case, as life-changing as my running app that keeps track of my fitness over the course of several years and I have great data to mine from that. What types of applications and industries, what industries do they serve in the App Center? >> So the App Center is really made for businesses. >> Right. >> So definitely we don't have Candy Crush there, right? (everyone laughs) >> Don't ask them. >> I don't know if that's a good thing. >> Oh, that's good, right, but you have a bunch of fun application for enterprises, right? Which allow them to get a better insight in how the company is operating. And then we have, to give you analogy to your fitness application that gives you a better idea of how your body works. We've got application that basically do the same thing for enterprises, right? So let me give you an example. We've got a major SI that actually has built an audit and compliance application for HR, right? So I can actually tell you, within your organizations what's your diversity ratio, what's your compliance ratio, how are people being paid, gender equality and gender pay, equal pay is a big topic that many CIOs are looking at. It kind of helps on those kinds of areas, right? Then we've got apps or solutions in there that basically deal with helping customers do better sales, right? We have apps in there that basically help provide you tools that can better monitor your platforms, right? Tools that help you migrate. All these things are available on the App Center. >> I'm curious from a differentiation standpoint, SAP has been very vocal about wanting, challenging the old legacy CRM. >> Yes. >> And wanting to be number one. Against their, you know, the (mumbles) competitors. How does the App Center and how you've enabled it so quickly and with such diversity of apps, how does this differentiate SAP? >> Absolutely, so we've owned the back office for a very long time now, right? So now it's time for us to basically get in front of the end users and get into the daily work that they do. It's very important for us to also own different offers. That's a whole big initiative, you heard with C4, right? To enable that, we've got cloud platform, right? And that's the other biggest piece of the puzzle, right? Now when you add these two things up, you don't basically, when you look at customers, the biggest thing for them is time to value, right? The whole concept of the bill versus buy is kind of starting to fade and the customer like, "Here's my problem, is there a solution out of the box "that can actually solve my problem?" If he gets a 100%, great, if he gets 90%, okay. If he gets 80%, I'll take it and then I'll improvise on it. And that's exactly what the App Center does. It gives you an out of the box solution from our ecosystem. So you can get started with it, and then you can collaborate with the ecosystem, to either improvise on it or take a step back and say, "Okay, now we've plugged the hole, now let's find "a more detailed solution to actually build "a more scalable outcome out of it." >> So let's talk about licensing flexibility from apps and App Center. One how do customers pay for. >> Yes. >> Their apps in the App Center? And then two, what are the licensing options for both partners and customers, for those individual apps? >> So the beauty of the apps and then the way we started up is the transaction is directly happening between the partners and the customers. So the partners can actually price their applications the way they wanted, right? So some partners that are basically doing content services are doing it by based on utilization, right? So you actually use this many number of API calls, that's how it's priced. Some of the others are doing SAS applications and they are pricing it by users. So the partners have complete flexibility of pricing and packaging the way they want. Also because we're actually using the App Center to sell to enterprises, it's very unlikely that somebody's gonna go ahead and say, "Oh, he has a gold, bronze, and silver package, "I'm just gonna pick one of them." On the App Center you can actually go ahead and custom package or create custom packages with tailored customs and conditions that are specific to that customer. And the customer can then buy it, right? So we've kind of thought of this from an enterprise standpoint. And that's the beauty, right? When you work with partners like NetApp, that is important for them, right? NetApp is a partner that basically goes ahead and works with some of the largest businesses, right? It's important for them to have the flexibility to go ahead and do the business with them digitally. >> So I'm curious. At every event we talk about digital transformation, right? It's table stakes these days. But at SAPPHIRE 2018 there's been a lot of discussion around the intelligent enterprise. >> Yes. >> I'm curious how this one year old App Center that SAP has built and that you're managing, how are you using the data that you're getting about the types of apps that are being developed and consumed, how are you utilizing that data to transform SAP? >> Absolutely, if you think of the intelligent enterprise, we're doing everything that we can from the platform side. But what's the point of being intelligent if you don't apply your intelligence somewhere, right? And that's exactly. >> You're like my mother. >> (laughs) And that's what we're trying to do with their apps, right? So while the platform is intelligent. It can do a lot of stuff. The apps are the one that will help you derive the value from the platform. And that's where the App Center is super important and the apps that are on the App Center support the product. That's the role within the apps in the place for the intelligent enterprise. >> So Bill McDermott also talked about trust and the trust is the new currency. When you put forth something like the SAP App Center, you're kind of co-signing that, you know what, these apps, these are partners, and this is a partner exchange. Can you talk to the value to the enterprise of wanting to something like a App Center to purchase applications? >> Oh, trust is a big thing, right? These days, I mean, you. Enterprises come to SAP because they know SAP is such a trusted brand. So when we did the App Center we also made sure that every app that goes on the App Center is actually totally validated by an integration and certification center team, right? So you don't find anything on the App Center that has not gone through a vetting process. The second thing you don't know show that on the app center you find apps that are relevant to your SAP landscape and that's not a Shopify, right? You're not going and selling something that has no relevance to the enterprise. The third thing that we've done, and very important for customers is we've actually built workflows that allows them to still have the same comfort of procuring a software but only doing it digitally. So, for example, a customer may say, "Look, not every user "in my company is allowed to buy apps." But if a user is interested in buying an app, he should be able to request purchase, and then somebody who's entitled in the company to go through contracts and negotiate on behalf of the company can actually negotiate it, and then the purchase happens. So we will employ trust at every level of the App Center. >> Security is such a hot topic these days, right? I mean, there's been so many public breaches of corporate data, there's just one again the other day with, I think it was MyDNA or MyHeritage. >> Yes. >> And that kind of opportunity for people to submit a cheek sample and get their DNA is so popular. That's a lot of personal information. So the security woven into the fabric of that is all key. >> Absolutely. >> So you mentioned the number of partners and the number of apps. I think you said thousand partners. >> A thousand partners and 1500 apps. >> 1500 apps in the first year. >> In the first year. >> What are you excited about for the next year? What do you think we're gonna be talking about next SAPPHIRE? >> I think the growth in the number of apps and partners that are gonna come over, it's gonna be a hockey stick event we're completely looking forward to that. But what's gonna be interesting is, as these apps come by, and you've pointed it out, security is one topic, but GDPR compliance is another big one. So one of the things that we've been working with a lot of these partners is to basically become more and more GDPR compliant. Because some of these apps are dealing with HR data. Some of these apps are gonna start dealing with customer data and they have to be GDPR compliant. So that's what we're working on with them and we'll see more and more of those kind of things happen. But the second big thing that we're looking forward is going beyond the apps, right? We call it the App Center, we could call it Solution Center, we could call it anything. But the idea is you gonna have apps, but you're also gonna have vendors like NetApp being able to digitally sell the products to our end customers, right? Somebody bought HANA, they need a HANA appliance, with an adapt storage, that's possible on the App Center. Or some other tools, somebody's existing NetApp customer managing really large SAP landscapes. And they can buy tools that will basically help them manage the NetApp landscape, right? Or SAP landscape running a NetApp gear. So those are kinds of things that I'm looking forward to actually coming into the App Center. The third thing is sensors. People are building IoT Scenarios and we are having tons of partners basically certify sensors against our IoT technology. How about we bring those into the App Center, right? So it's gonna be a huge and beautiful portfolio of solutions. >> Practical question before we let you go is. Simple concept 'cause my mind is working and I come from a traditional SAP shop. So I'm thinking, what interesting things have you seen customers do with SRM and the App Center. I mean, it seems like, App Center, another supplier for SRM should be some integrations? Am I making an assumption? What are some of, as we look at, or even App Center and someone that has SAP core products, what are some of the integration for them? >> Oh, you hit the nail, right? What some of the customers are coming back to us and asking is, can you actually do an App Center specifically for my enterprise, right? Where I as a user can basically go, curate a whole bunch of apps that I've kind of looked at the terms and conditions or have met certain standards, etcetera. And accept the terms of conditions for those products right? Accept those products, negotiate the price, or whatever they do. And then make that open to all of my users of their ecosystem, right? So that way, anybody in that scenario can actually go purchase an app and start using it in production. >> And then I have all of my work full from SRM to approve the purchase of the app. >> Exactly, so it kind of ties in very neatly into that. >> So your 18th SAPPHIRE. >> Yes. >> What are some of the key takeaways that you're gonna go back to the Bay Area with? >> You know, the beauty is every SAPPHIRE keeps growing bigger and bigger and the questions every three, four year we've done a new transformation, right? Last year when I come to this conference, people were still kind of unaware and not really ready to embrace the cloud in an enterprise base. This year, I didn't hear one customer say, "Should we go to the cloud?" Everybody like, "We are on the cloud, how can you help us?" How can SAP and customers and partners like NetApp actually help us get there? And that's a refreshing feel, right? Because now we can talk to them about all the grand plans that we have for them. Prior we were basically still selling them on the concept. Now we're actually walking them and talking to them about how they embrace the cool stuff that we're doing. >> Awesome. >> So it's refreshing. >> It is cool stuff. >> It is. >> Uddhav, thanks so much for stopping by theCUBE. >> Thank you so much for having me. >> Talking with Keith and me about what you guys are doing with the App Center and happy first birthday again. >> Thank you, thank you. >> Thank you for watching theCUBE. Lisa Martin with Keith Townsend at SAP SAPPHIRE 2018. Thanks for watching.
SUMMARY :
Brought to you by NetApp. American football fields is the size of this space. of the SAP App Center, welcome back to theCUBE. Yes, thank you so much, thank you for having me. of the world's transactions. of the transactions, and if you walk around and ask people building by the airport and then, Yeah, we're with you. and we can engage and touch with so many of these brands, So talk to us about the partner ecosystem and how they're Absolutely, so one of the good things is, if you look at In fact, you just celebrated your first birthday. of apps that are already available. We've got 1500 solutions that are on the App Center. So let's talk about the range of applications. And I can go and get something as silly as a flashlight if that's a good thing. And then we have, to give you analogy challenging the old legacy CRM. How does the App Center and how you've enabled it And that's the other biggest piece of the puzzle, right? So let's talk about licensing flexibility So the beauty of the apps and then the way we started up the intelligent enterprise. if you don't apply your intelligence somewhere, right? The apps are the one that will help you derive and the trust is the new currency. that every app that goes on the App Center of corporate data, there's just one again the other day So the security woven into the fabric of that is all key. and the number of apps. But the idea is you gonna have apps, So I'm thinking, what interesting things have you seen What some of the customers are coming back to us And then I have all of my work full from SRM Everybody like, "We are on the cloud, how can you help us?" Talking with Keith and me about what you guys are doing Thank you for watching theCUBE.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Keith | PERSON | 0.99+ |
Lisa Martin | PERSON | 0.99+ |
Keith Townsend | PERSON | 0.99+ |
Orlando | LOCATION | 0.99+ |
Uddhav Gupta | PERSON | 0.99+ |
Bill McDermott | PERSON | 0.99+ |
77% | QUANTITY | 0.99+ |
90% | QUANTITY | 0.99+ |
1500 solutions | QUANTITY | 0.99+ |
Uddhav | PERSON | 0.99+ |
Last year | DATE | 0.99+ |
398,000 customers | QUANTITY | 0.99+ |
80% | QUANTITY | 0.99+ |
thousand partners | QUANTITY | 0.99+ |
100% | QUANTITY | 0.99+ |
1100 partners | QUANTITY | 0.99+ |
1500 apps | QUANTITY | 0.99+ |
Candy Crush | TITLE | 0.99+ |
second time | QUANTITY | 0.99+ |
Orlando, Florida | LOCATION | 0.99+ |
SAP App Center | ORGANIZATION | 0.99+ |
first birthday | QUANTITY | 0.99+ |
two | QUANTITY | 0.99+ |
next year | DATE | 0.99+ |
This year | DATE | 0.99+ |
Bay Area | LOCATION | 0.99+ |
HANA | TITLE | 0.99+ |
GDPR | TITLE | 0.99+ |
first time | QUANTITY | 0.99+ |
NetApp | TITLE | 0.99+ |
yesterday | DATE | 0.99+ |
one year | QUANTITY | 0.99+ |
third thing | QUANTITY | 0.99+ |
SAP | ORGANIZATION | 0.98+ |
App Center | TITLE | 0.98+ |
16 football fields | QUANTITY | 0.98+ |
NetApp | ORGANIZATION | 0.98+ |
46 years old | QUANTITY | 0.98+ |
second thing | QUANTITY | 0.98+ |
Shopify | ORGANIZATION | 0.97+ |
Apples | ORGANIZATION | 0.97+ |
one | QUANTITY | 0.97+ |
one topic | QUANTITY | 0.97+ |
two things | QUANTITY | 0.95+ |
first year | QUANTITY | 0.93+ |
SuccessFactors | ORGANIZATION | 0.92+ |
a year | QUANTITY | 0.91+ |
SAPPHIRE 2018 | EVENT | 0.91+ |
second big | QUANTITY | 0.88+ |
Sumit Gupta & Steven Eliuk, IBM | IBM CDO Summit Spring 2018
(music playing) >> Narrator: Live, from downtown San Francisco It's the Cube. Covering IBM Chief Data Officer Startegy Summit 2018. Brought to you by: IBM >> Welcome back to San Francisco everybody we're at the Parc 55 in Union Square. My name is Dave Vellante, and you're watching the Cube. The leader in live tech coverage and this is our exclusive coverage of IBM's Chief Data Officer Strategy Summit. They hold these both in San Francisco and in Boston. It's an intimate event, about 150 Chief Data Officers really absorbing what IBM has done internally and IBM transferring knowledge to its clients. Steven Eluk is here. He is one of those internal practitioners at IBM. He's the Vice President of Deep Learning and the Global Chief Data Office at IBM. We just heard from him and some of his strategies and used cases. He's joined by Sumit Gupta, a Cube alum. Who is the Vice President of Machine Learning and deep learning within IBM's cognitive systems group. Sumit. >> Thank you. >> Good to see you, welcome back Steven, lets get into it. So, I was um paying close attention when Bob Picciano took over the cognitive systems group. I said, "Hmm, that's interesting". Recently a software guy, of course I know he's got some hardware expertise. But bringing in someone who's deep into software and machine learning, and deep learning, and AI, and cognitive systems into a systems organization. So you guys specifically set out to develop solutions to solve problems like Steven's trying to solve. Right, explain that. >> Yeah, so I think ugh there's a revolution going on in the market the computing market where we have all these new machine learning, and deep learning technologies that are having meaningful impact or promise of having meaningful impact. But these new technologies, are actually significantly I would say complex and they require very complex and high performance computing systems. You know I think Bob and I think in particular IBM saw the opportunity and realized that we really need to architect a new class of infrastructure. Both software and hardware to address what data scientist like Steve are trying to do in the space, right? The open source software that's out there: Denzoflo, Cafe, Torch - These things are truly game changing. But they also require GPU accelerators. They also require multiple systems like... In fact interestingly enough you know some of the super computers that we've been building for the scientific computing world, those same technologies are now coming into the AI world and the enterprise. >> So, the infrastructure for AI, if I can use that term? It's got to be flexible, Steven we were sort of talking about that elastic versus I'm even extending it to plastic. As Sumit you just said, it's got to have that tooling, got to have that modern tooling, you've got to accommodate alternative processor capabilities um, and so, that forms what you've used Steven to sort of create new capabilities new business capabilities within IBM. I wanted to, we didn't touch upon this before, but we touched upon your data strategy before but tie it back to the line of business. You essentially are a presume a liaison between the line of business and the chief data office >> Steven: Yeah. >> Officer office. How did that all work out, and shake out? Did you defining the business outcomes, the requirements, how did you go about that? >> Well, actually, surprisingly, we have very little new use cases that we're generating internally from my organization. Because there's so many to pick from already throughout the organization, right? There's all these business units coming to us and saying, "Hey, now the data is in the data lake and now we know there's more data, now we want to do this. How do we do it?" You know, so that's where we come in, that's where we start touching and massaging and enabling them. And that's the main efforts that we have. We do have some derivative works that have come out, that have been like new offerings that you'll see here. But mostly we already have so many use cases that from those businesses units that we're really trying to heighten and bring extra value to those domains first. >> So, a lot of organizations sounds like IBM was similar you created the data lake you know, things like "a doop" made a lower cost to just put stuff in the data lake. But then, it's like "okay, now what?" >> Steven: Yeah. >> So is that right? So you've got the data and this bog of data and you're trying to make more sense out of it but get more value out of it? >> Steven: Absolutely. >> That's what they were pushing you to do? >> Yeah, absolutely. And with that, with more data you need more computational power. And actually Sumit and I go pretty far back and I can tell you from my previous roles I heightened to him many years ago some of the deficiencies in the current architecture in X86 etc and I said, "If you hit these points, I will buy these products." And what they went back and they did is they, they addressed all of the issues that I had. Like there's certain issues... >> That's when you were, sorry to interrupt, that's when you were a customer, right? >> Steven: That's when I was... >> An external customer >> Outside. I'm still an internal customer, so I've always been a customer I guess in that role right? >> Yep, yep. >> But, I need to get data to the computational device as quickly as possible. And with certain older gen technologies, like PTI Gen3 and certain issues around um x86. I couldn't get that data there for like high fidelity imaging for autonomous vehicles for ya know, high fidelity image analysis. But, with certain technologies in power we have like envy link and directly to the CPU. And we also have PTI Gen4, right? So, so these are big enablers for me so that I can really keep the utilization of those very expensive compute devices higher. Because they're not starved for data. >> And you've also put a lot of emphasis on IO, right? I mean that's... >> Yeah, you know if I may break it down right there's actually I would say three different pieces to the puzzle here right? The highest level from Steve's perspective, from Steven's teams perspective or any data scientist perspective is they need to just do their data science and not worry about the infrastructure, right? They actually don't want to know that there's an infrastructure. They want to say, "launch job" - right? That's the level of grand clarity we want, right? In the background, they want our schedulers, our software, our hardware to just seamlessly use either one system or scale to 100 systems, right? To use one GPU or to use 1,000 GPUs, right? So that's where our offerings come in, right. We went and built this offering called Powder and Powder essentially is open source software like TensorFlow, like Efi, like Torch. But performace and capabilities add it to make it much easier to use. So for example, we have an extremely terrific scheduling software that manages jobs called Spectrum Conductor for Spark. So as the name suggests, it uses Apache Spark. But again the data scientist doesn't know that. They say, "launch job". And the software actually goes and scales that job across tens of servers or hundreds of servers. The IT team can determine how many servers their going to allocate for data scientist. They can have all kinds of user management, data management, model management software. We take the open source software, we package it. You know surprisingly ugh most people don't realize this, the open source software like TensorFlow has primarily been built on a (mumbles). And most of our enterprise clients, including Steven, are on Redhat. So we, we engineered Redhat to be able to manage TensorFlow. And you know I chose those words carefully, there was a little bit of engineering both on Redhat and on TensorFlow to make that whole thing work together. Sounds trivial, took several months and huge value proposition to the enterprise clients. And then the last piece I think that Steven was referencing too, is we also trying to go and make the eye more accessible for non data scientist or I would say even data engineers. So we for example, have a software called Powder Vision. This takes images and videos, and automatically creates a trained deep learning model for them, right. So we analyze the images, you of course have to tell us in these images, for these hundred images here are the most important things. For example, you've identified: here are people, here are cars, here are traffic signs. But if you give us some of that labeled data, we automatically do the work that a data scientist would have done, and create this pre trained AI model for you. This really enables many rapid prototyping for a lot of clients who either kind of fought to have data scientists or don't want to have data scientists. >> So just to summarize that, the three pieces: It's making it simpler for the data scientists, just run the job - Um, the backend piece which is the schedulers, the hardware, the software doing its thing - and then its making that data science capability more accessible. >> Right, right, right. >> Those are the three layers. >> So you know, I'll resay it in my words maybe >> Yeah please. >> Ease of use right, hardware software optimized for performance and capability, and point and click AI, right. AI for non data scientists, right. It's like the three levels that I think of when I'm engaging with data scientists and clients. >> And essentially it's embedded AI right? I've been making the point today that a lot of the AI is going to be purchased from companies like IBM, and I'm just going to apply it. I'm not going to try to go build my own, own AI right? I mean, is that... >> No absolutely. >> Is that the right way to think about it as a practitioner >> I think, I think we talked about it a little bit about it on the panel earlier but if we can, if we can leverage these pre built models and just apply a little bit of training data it makes it so much easier for the organizations and so much cheaper. They don't have to invest in a crazy amount of infrastructure, all the labeling of data, they don't have to do that. So, I think it's definitely steering that way. It's going to take a little bit of time, we have some of them there. But as we as we iterate, we are going to get more and more of these types of you know, commodity type models that people could utilize. >> I'll give you an example, so we have a software called Intelligent Analytics at IBM. It's very good at taking any surveillance data and for example recognizing anomalies or you know if people aren't suppose to be in a zone. Ugh and we had a client who wanted to do worker safety compliance. So they want to make sure workers are wearing their safety jackets and their helmets when they're in a construction site. So we use surveillance data created a new AI model using Powder AI vision. We were then able to plug into this IVA - Intelligence Analytic Software. So they have the nice gooey base software for the dashboards and the alerts, yet we were able to do incremental training on their specific use case, which by the way, with their specific you know equipment and jackets and stuff like that. And create a new AI model, very quickly. For them to be able to apply and make sure their workers are actually complaint to all of the safety requirements they have on the construction site. >> Hmm interesting. So when I, Sometimes it's like a new form of capture says identify "all the pictures with bridges", right that's the kind of thing you're capable to do with these video analytics. >> That's exactly right. You, every, clients will have all kinds of uses I was at a, talking to a client, who's a major car manufacturer in the world and he was saying it would be great if I could identify the make and model of what cars people are driving into my dealership. Because I bet I can draw a ugh corelation between what they drive into and what they going to drive out of, right. Marketing insights, right. And, ugh, so there's a lot of things that people want to do with which would really be spoke in their use cases. And build on top of existing AI models that we have already. >> And you mentioned, X86 before. And not to start a food fight but um >> Steven: And we use both internally too, right. >> So lets talk about that a little bit, I mean where do you use X86 where do you use IBM Cognitive and Power Systems? >> I have a mix of both, >> Why, how do you decide? >> There's certain of work loads. I will delegate that over to Power, just because ya know they're data starved and we are noticing a complication is being impacted by it. Um, but because we deal with so many different organizations certain organizations optimize for X86 and some of them optimize for power and I can't pick, I have to have everything. Just like I mentioned earlier, I also have to support cloud on prim, I can't pick just to be on prim right, it so. >> I imagine the big cloud providers are in the same boat which I know some are your customers. You're betting on data, you're betting on digital and it's a good bet. >> Steven: Yeah, 100 percent. >> We're betting on data and AI, right. So I think data, you got to do something with the data, right? And analytics and AI is what people are doing with that data we have an advantage both at the hardware level and at the software level in these two I would say workloads or segments - which is data and AI, right. And we fundamentally have invested in the processor architecture to improve the performance and capabilities, right. You could offer a much larger AI models on a power system that you use than you can on an X86 system that you use. Right, that's one advantage. You can train and AI model four times faster on a power system than you can on an Intel Based System. So the clients who have a lot of data, who care about how fast their training runs, are the ones who are committing to power systems today. >> Mmm.Hmm. >> Latency requirements, things like that, really really big deal. >> So what that means for you as a practitioner is you can do more with less or is it I mean >> I can definitely do more with less, but the real value is that I'm able to get an outcome quicker. Everyone says, "Okay, you can just roll our more GPU's more GPU's, but run more experiments run more experiments". No no that's not actually it. I want to reduce the time for a an experiment Get it done as quickly as possible so I get that insight. 'Cause then what I can do I can get possibly cancel out a bunch of those jobs that are already running cause I already have the insight, knowing that that model is not doing anything. Alright, so it's very important to get the time down. Jeff Dean said it a few years ago, he uses the same slide often. But, you know, when things are taking months you know that's what happened basically from the 80's up until you know 2010. >> Right >> We didn't have the computation we didn't have the data. Once we were able to get that experimentation time down, we're able to iterate very very quickly on this. >> And throwing GPU's at the problem doesn't solve it because it's too much complexity or? >> It it helps the problem, there's no question. But when my GPU utilization goes from 95% down to 60% ya know I'm getting only a two-thirds return on investment there. It's a really really big deal, yeah. >> Sumit: I mean the key here I think Steven, and I'll draw it out again is this time to insight. Because time to insight actually is time to dollars, right. People are using AI either to make more money, right by providing better customer products, better products to the customers, giving better recommendations. Or they're saving on their operational costs right, they're improving their efficiencies. Maybe their routing their trucks in the right way, their routing their inventory in the right place, they're reducing the amount of inventory that they need. So in all cases you can actually coordinate AI to a revenue outcome or a dollar outcome. So the faster you can do that, you know, I tell most people that I engage with the hardware and software they get from us pays for itself very quickly. Because they make that much more money or they save that much more money, using power systems. >> We, we even see this internally I've heard stories and all that, Sumit kind of commented on this but - There's actually sales people that take this software & hardware out and they're able to get an outcome sometimes in certain situations where they just take the clients data and they're sales people they're not data scientists they train it it's so simple to use then they present the client with the outcomes the next day and the client is just like blown away. This isn't just a one time occurrence, like sales people are actually using this right. So it's getting to the area that it's so simple to use you're able to get those outcomes that we're even seeing it you know deals close quicker. >> Yeah, that's powerful. And Sumit to your point, the business case is actually really easy to make. You can say, "Okay, this initiative that you're driving what's your forecast for how much revenue?" Now lets make an assumption for how much faster we're going to be able to deliver it. And if I can show them a one day turn around, on a corpus of data, okay lets say two months times whatever, my time to break. I can run the business case very easily and communicate to the CFO or whomever the line of business head so. >> That's right. I mean just, I was at a retailer, at a grocery store a local grocery store in the bay area recently and he was telling me how In California we've passed legislation that does not allow plastic bags anymore. You have to pay for it. So people are bringing their own bags. But that's actually increased theft for them. Because people bring their own bag, put stuff in it and walk out. And he didn't want to have an analytic system that can detect if someone puts something in a bag and then did not buy it at purchase. So it's, in many ways they want to use the existing camera systems they have but automatically be able to detect fraudulent behavior or you know anomalies. And it's actually quite easy to do with a lot of the software we have around Power AI Vision, around video analytics from IBM right. And that's what we were talking about right? Take existing trained AI models on vision and enhance them for your specific use case and the scenarios you're looking for. >> Excellent. Guys we got to go. Thanks Steven, thanks Sumit for coming back on and appreciate the insights. >> Thank you >> Glad to be here >> You're welcome. Alright, keep it right there buddy we'll be back with our next guest. You're watching "The Cube" at IBM's CDO Strategy Summit from San Francisco. We'll be right back. (music playing)
SUMMARY :
Brought to you by: IBM and the Global Chief Data Office at IBM. So you guys specifically set out to develop solutions and realized that we really need to architect between the line of business and the chief data office how did you go about that? And that's the main efforts that we have. to just put stuff in the data lake. and I can tell you from my previous roles so I've always been a customer I guess in that role right? so that I can really keep the utilization And you've also put a lot of emphasis on IO, right? That's the level of grand clarity we want, right? So just to summarize that, the three pieces: It's like the three levels that I think of a lot of the AI is going to be purchased about it on the panel earlier but if we can, and for example recognizing anomalies or you know that's the kind of thing you're capable to do And build on top of existing AI models that we have And not to start a food fight but um and I can't pick, I have to have everything. I imagine the big cloud providers are in the same boat and at the software level in these two I would say really really big deal. but the real value is that We didn't have the computation we didn't have the data. It it helps the problem, there's no question. So the faster you can do that, you know, and they're able to get an outcome sometimes and communicate to the CFO or whomever and the scenarios you're looking for. appreciate the insights. with our next guest.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Dave Vellante | PERSON | 0.99+ |
Steven Eluk | PERSON | 0.99+ |
Steve | PERSON | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
Bob Picciano | PERSON | 0.99+ |
Steven | PERSON | 0.99+ |
Sumit | PERSON | 0.99+ |
Jeff Dean | PERSON | 0.99+ |
Sumit Gupta | PERSON | 0.99+ |
California | LOCATION | 0.99+ |
Boston | LOCATION | 0.99+ |
Bob | PERSON | 0.99+ |
San Francisco | LOCATION | 0.99+ |
Steven Eliuk | PERSON | 0.99+ |
three pieces | QUANTITY | 0.99+ |
100 systems | QUANTITY | 0.99+ |
two months | QUANTITY | 0.99+ |
100 percent | QUANTITY | 0.99+ |
2010 | DATE | 0.99+ |
hundred images | QUANTITY | 0.99+ |
1,000 GPUs | QUANTITY | 0.99+ |
95% | QUANTITY | 0.99+ |
The Cube | TITLE | 0.99+ |
one GPU | QUANTITY | 0.99+ |
two | QUANTITY | 0.99+ |
60% | QUANTITY | 0.99+ |
Denzoflo | ORGANIZATION | 0.99+ |
one system | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
one | QUANTITY | 0.99+ |
tens of servers | QUANTITY | 0.99+ |
two-thirds | QUANTITY | 0.99+ |
Parc 55 | LOCATION | 0.99+ |
one day | QUANTITY | 0.98+ |
hundreds of servers | QUANTITY | 0.98+ |
one time | QUANTITY | 0.98+ |
X86 | COMMERCIAL_ITEM | 0.98+ |
IBM Cognitive | ORGANIZATION | 0.98+ |
80's | DATE | 0.98+ |
three levels | QUANTITY | 0.98+ |
today | DATE | 0.97+ |
Both | QUANTITY | 0.97+ |
CDO Strategy Summit | EVENT | 0.97+ |
Spark | TITLE | 0.96+ |
one advantage | QUANTITY | 0.96+ |
Spectrum Conductor | TITLE | 0.96+ |
Torch | TITLE | 0.96+ |
X86 | TITLE | 0.96+ |
Vice President | PERSON | 0.95+ |
three different pieces | QUANTITY | 0.95+ |
PTI Gen4 | COMMERCIAL_ITEM | 0.94+ |
three layers | QUANTITY | 0.94+ |
Union Square | LOCATION | 0.93+ |
TensorFlow | TITLE | 0.93+ |
Torch | ORGANIZATION | 0.93+ |
PTI Gen3 | COMMERCIAL_ITEM | 0.92+ |
Efi | TITLE | 0.92+ |
Startegy Summit 2018 | EVENT | 0.9+ |
Ken King & Sumit Gupta, IBM | IBM Think 2018
>> Narrator: Live from Las Vegas, it's the Cube, covering IBM Think 2018, brought to you by IBM. >> We're back at IBM Think 2018. You're watching the Cube, the leader in live tech coverage. My name is Dave Vellante and I'm here with my co-host, Peter Burris. Ken King is here; he's the general manager of OpenPOWER from IBM, and Sumit Gupta, PhD, who is the VP, HPC, AI, ML for IBM Cognitive. Gentleman, welcome to the Cube >> Sumit: Thank you. >> Thank you for having us. >> So, really, guys, a pleasure. We had dinner last night, talked about Picciano who runs the OpenPOWER business, appreciate you guys comin' on, but, I got to ask you, Sumit, I'll start with you. OpenPOWER, Cognitive systems, a lot of people say, "Well, that's just the power system. "This is the old AIX business, it's just renaming it. "It's a branding thing.", what do you say? >> I think we had a fundamental strategy shift where we realized that AI was going to be the dominant workload moving into the future, and the systems that have been designed today or in the past are not the right systems for the AI future. So, we also believe that it's not just about silicon and even a single server. It's about the software, it's about thinking at the react level and the data center level. So, fundamentally, Cognitive Systems is about co-designing hardware and software with an open ecosystem of partners who are innovating to maximize the data and AI support at a react level. >> Somebody was talkin' to Steve Mills, probably about 10 years ago, and he said, "Listen, if you're going to compete with Intel, "you can copy them, that's not what we're going to do." You know, he didn't like the spark strategy. "We have a better strategy.", is what he said, and "Oh, strategies, we're going to open it up, "we're going to try to get 10% of the market. "You know, we'll see if we can get there.", but, Ken, I wonder if you could sort of talk about, just from a high level, the strategy and maybe go into the segments. >> Yeah, absolutely, so, yeah, you're absolutely right on the strategy. You know, we have completely opened up the architecture. Our focus on growth is around having an ecosystem and an open architecture so everybody can innovate on top of it effectively and everybody in the ecosystem can profit from it and gains good margins. So, that's the strategy, that's how we design the OpenPOWER ecosystem, but, you know, our segments, our core segments, AIX in Unix is still a core, very big core segment of ours. Unix itself is flat to declining, but AIX is continuing to take share in that segment through all the new innovations we're delivering. The other segments are all growth segments, high growth segments, whether it's SAP HANA, our cognitive infrastructure in modern day to platform, or even what we're doing in the HyperScale data centers. Those are all significant growth opportunities for us, and those are all Linux based, and, so, that is really where a lot of the OpenPOWER initiatives are driving growth for us and leveraging the fact that, through that ecosystem, we're getting a lot of incremental innovation that's occurring and it's delivering competitive differentiation for our platform. I say for our platform, but that doesn't mean just for IBM, but for all the ecosystem partners as well, and a lot of that was on display on Monday when we had our OpenPOWER summit. >> So, to talk about more about the OpenPOWER summit, what was that all about, who was there? Give us some stats on OpenPOWER and ecosystem. >> Yeah, absolutely. So, it was a good day, we're up to well over 300 members. We have over 50 different systems that are coming out in the market from IBM or our partners. Over 20 different manufacturers out there actually developing OpenPOWER systems. A lot of announcements or a lot of statements that were made at the summit that we thought were extremely valuable, first of all, we got the number one server vendor in Europe, Atos, designing and developing P9, the number on in Japan, Hitachi, the number one in China, Inspur. We got top ODMs like Super Micro, Wistron, and others that are also developing their power nine. We have a lot of different component providers on the new PCIe gen four, on the open cabinet capabilities, a lot of announcements made by a number of component partners and accelerator partners at the summit as well. The other thing I'm excited about is we have over 70 ISVs now on the platform, and a number of statements were made and announcements on Monday from people like MapD, Anaconda, H2O, Conetica and others who are leveraging those innovations bought on the platform like NVLink and the coherency between GPU and CPU to do accelerated analytics and accelerated GPU database kind of capabilities, but the thing that had me the most excited on Monday were the end users. I've always said, and the analysts always ask me the questions of when are you going to start penetration in the market? When are you going to show that you've got a lot of end users deploying this? And there were a lot of statements by a lot of big players on Monday. Google was on stage and publicly said the IO was amazing, the memory bandwidth is amazing. We are deploying Zaius, which is the power nine server, in our data centers and we're ready for scale, and it's now Google strong which is basically saying that this thing is hardened and ready for production, but we also (laughs) had a number of other significant ones, Tencent talkin' about deploying OpenPOWER, 30% better efficiency, 30% less server resources required, the cloud armor of Alibaba talkin' about how they're putting on their on their X-Dragon, they have it in a piler program, they're asking everybody to use it now so they can figure out how do they go into production. PayPal made statements about how they're using it, but the machine learning and deep learning to do fraud detection, and we even had Limelight, who is not as big a name, but >> CDN, yeah. >> They're a CDN tool provider to people like Netflix and others. We're talkin' about the great capability with the IO and the ability to reduce the buffering and improve the streaming for all these CDN providers out there. So, we were really excited about all those end users and all the things they're saying. That demonstrates the power of this ecosystem. >> Alright, so just to comment on the architecture and then, I want to get into the Cognitive piece. I mean, you guys did, years ago, little Indians, recognizing you got to get software based to be compatible. You mentioned, Ken, bandwidth, IO bandwidth, CAPI stuff that you've done. So, there's a lot of incentives, especially for the big hyperscale guys, to be able to do more with less, but, to me, let's get into the AI, the Cognitive piece. Bob Picciano comes over from running a $15 billion analytics business, so, obviously, he's got some knowledge. He's bringin' in people like you with all these cool buzzwords in your title. So, talk a little bit about infrastructure for AI and why power is the right platform. >> Sure, so, I think we all recognize that the performance advantages and even power advantages that we were getting from Dennard scaling, also known as Moore's law, is over, right. So, people talk about the end of Moore's Law, and that's really the end of gaining processor performance with Dennard scaling and the Moore's Law. What we believe is that to continue to meet the performance needs of all of these new AI and data workloads, you need accelerators, and not just computer accelerators, you actually need accelerated networking. You need accelerated storage, you need high-density memory sitting very close to the compute power, and, if you really think about it, what's happened is, again, system view, right, we're not silicon view, we're looking at the system. The minute you start looking at the silicon you realize you want to get the data to where the computer is, or the computer where the data is. So, it all becomes about creating bigger pipelines, factor of pipelines, to move data around to get to the right compute piece. For example, we put much more emphasis on a much faster memory system to make sure we are getting data from the system memory to the CPU. >> Coherently. >> Coherently, that's the main memory. We put interfaces on power nine including NVLink, OpenCAPI, and PCIe gen four, and that enabled us to get that data either from the network to the system memory, or out back to the network, or to storage, or to accelerators like GPUs. We built and embedded these high-speed interconnects into power nine, into the processor. Nvidia put NVLink into their GPU, and we've been working with marketers like Xilinx and Mellanox on getting OpenCAPI onto their components. >> And we're seeing up to 10x for both memory bandwidth and IO over x86 which is significant. You should talk about how we're seeing up to 4x improvement in training of MLDL algorithms over x86 which is dramatic in how quickly you can get from data to insight, right? You could take training and turn it from weeks to days, or days to hours, or even hours to minutes, and that makes a huge difference in what you can do in any industry as far as getting insight out of your data which is the competitive differentiator in today's environment. >> Let's talk about this notion of architecture, or systems especially. The basic platform for how we've been building systems has been relatively consistent for a long time. The basic approach to how we think about building systems has been relatively consistent. You start with the database manager, you run it on an Intel processor, you build your application, you scale it up based on SMP needs. There's been some variations; we're going into clustering, because we do some other things, but you guys are talking about something fundamentally different, and flash memory, the ability to do flash storage, which dramatically changes the relationship between the processor and the data, means that we're not going to see all of the organization of the workloads around the server, see how much we can do in it. It's really going to be much more of a balanced approach. How is power going to provide that more balanced systems approach across as we distribute data, as we distribute processing, as we create a cloud experience that isn't in one place, but is in more places. >> Well, this ties exactly to the point I made around it's not just accelerated compute, which we've all talked about a lot over the years, it's also about accelerated storage, accelerated networking, and accelerated memories, right. This is really, the point being, that the compute, if you don't have a fast pipeline into the processor from all of this wonderful storage and flash technology, there's going to be a choke point in the network, or they'll be a choke point once the data gets to the server, you're choked then. So, a lot of our focus has been, first of all, partnering with a company like Mellanox which builds extremely high bandwidth, high-speed >> And EOF. >> Right, right, and I'm using one as an example right. >> Sure. >> I'm using one as an example and that's where the large partnerships, we have like 300 partnerships, as Ken talked about in the OpenPOWER foundation. Those partnerships is because we brought together all of these technology providers. We believe that no one company can own the agenda of technology. No one company can invest enough to continue to give us the performance we need to meet the needs of the AI workloads, and that's why we want to partner with all these technology vendors who've all invested billions of dollars to provide the best systems and software for AI and data. >> But fundamentally, >> It's the whole construct of data centric systems, right? >> Right. >> I mean, sometimes you got to process the data in the network, right? Sometimes you got to process the data in the storage. It's not just at the CPU, the GPUs a huge place for processing that data. >> Sure. >> How do you do that all coherently and how do things work together in a system environment is crucial versus a vertically integrated capability where the CPU provider continues to put more and more into the processor and disenfranchise the rest of the ecosystem. >> Well, that was the counter building strategies that we want to talk about. You have Intel who wants to put as much on the die as possible. It's worked quite well for Intel over the years. You had to take a different strategy. If you tried to take Intel on with that strategy, you would have failed. So, talk about the different philosophies, but really I'm interested in what it means for things like alternative processing and your relationship in your ecosystem. >> This is not about company strategies, right. I mean, Intel is a semiconductor company and they think like a semiconductor company. We're a systems and software company, we think like that, but this is not about company strategy. This is about what the market needs, what client workloads need, and if you start there, you start with a data centric strategy. You start with data centric systems. You think about moving data around and making sure there is heritage in this computer, there is accelerated computer, you have very fast networks. So, we just built the US's fastest supercomputer. We're currently building the US's fastest supercomputer which is the project name is Coral, but there are two supercomputers, one at Oak Ridge National Labs and one at Lawrence Livermore. These are the ultimate HPC and AI machines, right. Its computer's a very important part of them, but networking and storage is just as important. The file system is just as important. The cluster management software is just as important, right, because if you are serving data scientists and a biologist, they don't want to deal with, "How many servers do I need to launch this job on? "How do I manage the jobs, how do I manage the server?" You want them to just scale, right. So, we do a lot of work on our scalability. We do a lot of work in using Apache Spark to enable cluster virtualization and user virtualization. >> Well, if we think about, I don't like the term data gravity, it's wrong a lot of different perspectives, but if we think about it, you guys are trying to build systems in a world that's centered on data, as opposed to a world that's centered on the server. >> That's exactly right. >> That's right. >> You got that, right? >> That's exactly right. >> Yeah, absolutely. >> Alright, you guys got to go, we got to wrap, but I just want to close with, I mean, always says infrastructure matters. You got Z growing, you got power growing, you got storage growing, it's given a good tailwind to IBM, so, guys, great work. Congratulations, got a lot more to do, I know, but thanks for >> It's going to be a fun year. comin' on the Cube, appreciate it. >> Thank you very much. >> Thank you. >> Appreciate you having us. >> Alright, keep it right there, everybody. We'll be back with our next guest. You're watching the Cube live from IBM Think 2018. We'll be right back. (techno beat)
SUMMARY :
covering IBM Think 2018, brought to you by IBM. Ken King is here; he's the general manager "This is the old AIX business, it's just renaming it. and the systems that have been designed today or in the past You know, he didn't like the spark strategy. So, that's the strategy, that's how we design So, to talk about more about the OpenPOWER summit, the questions of when are you going to and the ability to reduce the buffering the big hyperscale guys, to be able to do more with less, from the system memory to the CPU. Coherently, that's the main memory. and that makes a huge difference in what you can do and flash memory, the ability to do flash storage, This is really, the point being, that the compute, Right, right, and I'm using one as an example the large partnerships, we have like 300 partnerships, It's not just at the CPU, the GPUs and disenfranchise the rest of the ecosystem. So, talk about the different philosophies, "How do I manage the jobs, how do I manage the server?" but if we think about it, you guys are trying You got Z growing, you got power growing, comin' on the Cube, appreciate it. We'll be back with our next guest.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Peter Burris | PERSON | 0.99+ |
Dave Vellante | PERSON | 0.99+ |
Ken King | PERSON | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
Steve Mills | PERSON | 0.99+ |
Ken | PERSON | 0.99+ |
Sumit | PERSON | 0.99+ |
Bob Picciano | PERSON | 0.99+ |
China | LOCATION | 0.99+ |
Monday | DATE | 0.99+ |
Europe | LOCATION | 0.99+ |
Mellanox | ORGANIZATION | 0.99+ |
PayPal | ORGANIZATION | 0.99+ |
10% | QUANTITY | 0.99+ |
Alibaba | ORGANIZATION | 0.99+ |
Japan | LOCATION | 0.99+ |
Sumit Gupta | PERSON | 0.99+ |
OpenPOWER | ORGANIZATION | 0.99+ |
30% | QUANTITY | 0.99+ |
$15 billion | QUANTITY | 0.99+ |
one | QUANTITY | 0.99+ |
Nvidia | ORGANIZATION | 0.99+ |
Hitachi | ORGANIZATION | 0.99+ |
Conetica | ORGANIZATION | 0.99+ |
Xilinx | ORGANIZATION | 0.99+ |
Las Vegas | LOCATION | 0.99+ |
OpenPOWER | EVENT | 0.99+ |
ORGANIZATION | 0.99+ | |
Netflix | ORGANIZATION | 0.99+ |
Atos | ORGANIZATION | 0.99+ |
Picciano | PERSON | 0.99+ |
300 partnerships | QUANTITY | 0.99+ |
Intel | ORGANIZATION | 0.99+ |
Anaconda | ORGANIZATION | 0.99+ |
Inspur | ORGANIZATION | 0.98+ |
two supercomputers | QUANTITY | 0.98+ |
Linux | TITLE | 0.98+ |
Moore's Law | TITLE | 0.98+ |
over 300 members | QUANTITY | 0.98+ |
US | LOCATION | 0.98+ |
SAP HANA | TITLE | 0.97+ |
AIX | ORGANIZATION | 0.97+ |
over 50 different systems | QUANTITY | 0.97+ |
Wistron | ORGANIZATION | 0.97+ |
both | QUANTITY | 0.97+ |
Limelight | ORGANIZATION | 0.97+ |
H2O | ORGANIZATION | 0.97+ |
Unix | TITLE | 0.97+ |
over 70 ISVs | QUANTITY | 0.97+ |
Over 20 different manufacturers | QUANTITY | 0.97+ |
billions of dollars | QUANTITY | 0.96+ |
MapD | ORGANIZATION | 0.96+ |
Dennard | ORGANIZATION | 0.95+ |
OpenCAPI | TITLE | 0.95+ |
Moore's law | TITLE | 0.95+ |
today | DATE | 0.95+ |
single server | QUANTITY | 0.94+ |
Lawrence | LOCATION | 0.93+ |
Oak Ridge National Labs | ORGANIZATION | 0.93+ |
IBM Cognitive | ORGANIZATION | 0.93+ |
Tencent | ORGANIZATION | 0.93+ |
nine | QUANTITY | 0.92+ |
one place | QUANTITY | 0.91+ |
up to 10x | QUANTITY | 0.9+ |
X-Dragon | COMMERCIAL_ITEM | 0.9+ |
30% less | QUANTITY | 0.9+ |
P9 | COMMERCIAL_ITEM | 0.89+ |
last night | DATE | 0.88+ |
Coral | ORGANIZATION | 0.88+ |
AIX | TITLE | 0.87+ |
Cognitive Systems | ORGANIZATION | 0.86+ |
Ajay Gupta, Huawei - RSA Conference 2017 - #RSAC #theCUBE
(upbeat music) >> Hey welcome back everybody, Jeff Frick here with theCUBE. We are live at Moscone Center at the RSA Convention. 40,000 security professionals are here, talking about security. This thing grows every single year. We're happy to be here and excited for our next guest, Ajay Gupta. He's the Global Director, Product Marketing and Management from Huawei. Welcome. >> Oh thank you, Jeff. Pleasure to be here. Thanks for your time. >> Absolutely, so you've been coming here for years. You laughed at me when I asked how long you've been coming here. >> Oh it's been ages, you can look at me and you can imagine. >> No, look, all hairs still dark. >> Oh come on, you're being too nice to me. >> So what's really changed, as you've been coming for years. Kind of at a global perspective? >> Yeah, yeah I think we've seen the nature of security change, the nature of threats change. The different companies have changed actually over the years. The crowd has gone up and swelled like 40,000 you mentioned. So, we really think this show has really become the gold standard for the trade shows when it comes to security. We weren't there at RSA but last few years we have made it a point to be here every year to talk to the customers here. >> Yeah. >> And you meet all the people from all over the world. That's the best part, customers, partners, everybody. >> It's interesting because a big part of the theme here is collaboration and ecosystem. And nobody can do it alone. Everyone covers different pieces of the puzzle. I know you guys are trying to grow your ecosystem. What does ecosystem mean to Huawei? >> Absolutely. I think we do believe from a security perspective no single vendor can offer the best of the breach security to their customers. We really need partners, the ecosystem. Huawei has something called being integrated. That is, bringing the partners onboard to offer different pieces of the puzzle. In fact it's a good point to mention. We are announcing two announcements this morning actually. The first one what we'll talk about is Avira. It's the best AV engine company in Germany. Huawei really recognizes the importance of the AV. So we are bringing their AV engine on the Huawei's next generation firewall. It really brings two things. Performance and accuracy. That's what people need from a AV point of view. The second announcement we're going to make really is what's called the Huawei USG9000V. It's a security gateway actually. So as the cloud's proliferation, as people are moving to the cloud, as people are using more and more SAS applications, you're going to see lot more security building from the cloud perspective. Our USG9000V is actually the perfect gateway to combat the security threats in the cloud. So virtual data centers, the cloud data centers, the OTT's, we really bring all the different kinds of security in the USG9000V. The announcement we are making is really an upgraded version of the existing security appliance that we call 6000V. Again, it's a software security. Works with different VMs whether it's KVM, whether it's zen, whether MS6. Huawei's own virtual system. Huawei's FushionSphere. The performance is in terabit so you can actually go in and read some of the specs from the Huawei's perspective. One of the best of the V products for virtual security. >> Right. And the cloud's changed everything, right? So many applications are delivered via the cloud now. And even if it's not a cloud and it's an internal cloud people want the flexibility of cloud. They want to scalability of cloud. They really want the way the cloud works for them to deliver the applications to their customers and their employees. >> Definitely. So three things I'm going to mention here from a cloud perspective. What people are looking for from a cloud security perspective is on demand. How do you scale in, scale out as the demands of the bandwidth goes up. You got to make sure your network security is able to keep up with that demand. People are looking for visibility. You've got this multitude of appliances, boxes, cloud boxes, cloud security all over the place. How do you make sense out of it? How do you really bring all of those thresholds, all of those unloads come together into the form of CIO or CSO can really understand. >> Right. >> And the last thing I'm going to make it easy to configure. PLug and play. Some of the automation feature. Automation people are starting to move in the security but you got to be careful when you bring automation from a security perspective. You need to automate task that are not that mission critical. But as we more and more trust, you're going to see more security automation in the industry. >> Yeah. Because when it's cloud it just needs to work, right. Everybody just expects, I can add more capacity, I can spin it down. And it just needs to work. It's somebody else's problem, it's somebody else's data center. >> I don't know what's going on behind the scenes, I just know it works. >> Yeah. >> I pick up my phone, it's going to kick. That's exactly the concept of security. But you got to be really careful when it comes to security because you got to make sure that when, suppose the positive threats and positive and negative threats actually. How do you combat and make sure you automate from the positive point of view and not from a negative point of view. >> But there's one thing that hasn't changed, cloud or no cloud. And they talked about it in the keynote and that great line was every company has at least one person that will click on anything. (laughs) >> Oh, I love it. I love it actually. >> How do we get past, I mean, they're still getting the email from the African king who needs some dollar >> Nigeria, Nigeria >> For Nigeria. >> Let me put I this way. I would say hackers are getting smarter and smarter. How do you keep up with the threats from the hackers who are one step ahead of you. How do you really combat threats, unknown threats, in the future? So I think things we have seen in 2016, the phishing attacks are back on the rise actually. Always do you see Ransomware. Form the point of Ransomware I should mention there's something called par pon ton from Ransomware that I'm going to let you off the hook if you infect two other computers actually. I don't need the money from you. So hackers are coming with those innovations to really go and hack more people actually. You seen what happened with the collected costs. Chrysler had a recall on 1.4 million vehicles in the past. Do you see what's happened with the camera, the surveillance camera. So I think two things we really need to watch out in 2017. One is Ransomware and the number two thing which is extremely, extremely important is industrial IOT actually. >> Absolutely. >> As the sensors get deployed more and more around the world you've got to make sure those sensors are able to keep up with the threat, it's not easy. So what Huawei provides to the table is really end to end security. Two things in security; multi-layered security and security indifference. Those are the principles from the bottom, not from the top down. >> Right. It's funny, the funniest, it's not funny really. The Ransomware story was fake Ransomware. I didn't really put Ransomware on your machine I just told you that I did so go ahead and pay me anyway. And the other thought is really the ability for them to build a business because of Bitcoin as a way to collect anonymous money from people. That enabled a rise in the escalation in Ransomware. It's a complicated world. They give you the last take as people drive away, leave RSA 2017, really what should be the top of mind as they think about what's going to happen and what we'll be talking about when we come back a year from now? >> I think two things I would really suggest people to really take away from the RSA this year. First of all, what's happening in the industry? What's happening in the market? Keep updated with the latest threat. See what vendors had a very comprehensive solution from an end to end perspective. Really go do their own research, making sure that security is not an after thought. Security it needs to be proactive. Security needs to be built up from ground up. Don't regard security as something secondary actually. As long as people put premium on security, that's going to save their face rather than to be appearing on the Wall Street front page or have been hacked. They say there are two kinds of companies. 50% claim that they have been hacked. 50% know they just don't admit it. That's all. >> Alright, very good. Well Ajay thanks for stopping by and congrats on a great show. >> My pleasure, thanks Jeff. Thank you very much. >> He's Ajay Gupta, I'm Jeff Frick. You're watching theCUBE from RSA conference in downtown San Francisco. Thanks for watching. (upbeat music)
SUMMARY :
We are live at Moscone Center at the RSA Convention. Pleasure to be here. Absolutely, so you've been coming here for years. as you've been coming for years. the nature of security change, the nature of threats change. That's the best part, customers, partners, everybody. It's interesting because a big part of the theme here of the breach security to their customers. And the cloud's changed everything, right? as the demands of the bandwidth goes up. And the last thing I'm going to make it easy to configure. And it just needs to work. I don't know what's going on behind the scenes, from the positive point of view and not and that great line was every company has at least one I love it actually. I don't need the money from you. Those are the principles from the bottom, And the other thought is really the ability for them What's happening in the market? and congrats on a great show. Thank you very much. Thanks for watching.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Ajay Gupta | PERSON | 0.99+ |
Germany | LOCATION | 0.99+ |
Jeff Frick | PERSON | 0.99+ |
2017 | DATE | 0.99+ |
Jeff | PERSON | 0.99+ |
Huawei | ORGANIZATION | 0.99+ |
Chrysler | ORGANIZATION | 0.99+ |
2016 | DATE | 0.99+ |
50% | QUANTITY | 0.99+ |
two announcements | QUANTITY | 0.99+ |
two kinds | QUANTITY | 0.99+ |
USG9000V | COMMERCIAL_ITEM | 0.99+ |
Ajay | PERSON | 0.99+ |
two things | QUANTITY | 0.99+ |
second announcement | QUANTITY | 0.99+ |
40,000 | QUANTITY | 0.99+ |
1.4 million vehicles | QUANTITY | 0.99+ |
40,000 security professionals | QUANTITY | 0.99+ |
Moscone Center | LOCATION | 0.99+ |
one thing | QUANTITY | 0.98+ |
Two things | QUANTITY | 0.98+ |
first one | QUANTITY | 0.98+ |
two other computers | QUANTITY | 0.98+ |
Avira | ORGANIZATION | 0.98+ |
One | QUANTITY | 0.97+ |
First | QUANTITY | 0.97+ |
three things | QUANTITY | 0.97+ |
Nigeria | LOCATION | 0.96+ |
this year | DATE | 0.96+ |
#RSAC | EVENT | 0.95+ |
one step | QUANTITY | 0.95+ |
Wall Street | LOCATION | 0.94+ |
this morning | DATE | 0.94+ |
RSA Conference 2017 | EVENT | 0.93+ |
Ransomware | TITLE | 0.93+ |
6000V | COMMERCIAL_ITEM | 0.91+ |
RSA | ORGANIZATION | 0.9+ |
RSA 2017 | TITLE | 0.84+ |
RSA conference | EVENT | 0.83+ |
San Francisco | LOCATION | 0.83+ |
least one person | QUANTITY | 0.8+ |
MS6 | COMMERCIAL_ITEM | 0.77+ |
last few years | DATE | 0.76+ |
single vendor | QUANTITY | 0.75+ |
years | QUANTITY | 0.74+ |
theCUBE | ORGANIZATION | 0.73+ |
Nigeria, Nigeria | LOCATION | 0.73+ |
African | OTHER | 0.71+ |
two thing | QUANTITY | 0.67+ |
#theCUBE | EVENT | 0.66+ |
a year | QUANTITY | 0.65+ |
zen | COMMERCIAL_ITEM | 0.58+ |
single | QUANTITY | 0.54+ |
terabit | QUANTITY | 0.52+ |
RSA Convention | LOCATION | 0.52+ |
Huawei | EVENT | 0.52+ |
SAS | TITLE | 0.47+ |
Ajay Gupta, Huawei - RSA Conference 2017 - #RSAC #theCUBE
(upbeat music) >> Hey welcome back everybody, Jeff Frick here with theCUBE. We are live at Moscone Center at the RSA Convention. 40,000 security professionals are here, talking about security. This thing grows every single year. We're happy to be here and excited for our next guest, Ajay Gupta. He's the Global Director, Product Marketing and Management from Huawei. Welcome. >> Oh thank you, Jeff. Pleasure to be here. Thanks for your time. >> Absolutely, so you've been coming here for years. You laughed at me when I asked how long you've been coming here. >> Oh it's been ages, you can look at me and you can imagine. >> No, look, all hairs still dark. >> Oh come on, you're being too nice to me. >> So what's really changed, as you've been coming for years. Kind of at a global perspective? >> Yeah, yeah I think we've seen the nature of security change, the nature of threats change. The different companies have changed actually over the years. The crowd has gone up and swelled like 40,000 you mentioned. So, we really think this show has really become the gold standard for the trade shows when it comes to security. We weren't there at RSA but last few years we have made it a point to be here every year to talk to the customers here. >> Yeah. >> And you meet all the people from all over the world. That's the best part, customers, partners, everybody. >> It's interesting because a big part of the theme here is collaboration and ecosystem. And nobody can do it alone. Everyone covers different pieces of the puzzle. I know you guys are trying to grow your ecosystem. What does ecosystem mean to Huawei? >> Absolutely. I think we do believe from a security perspective no single vendor can offer the best of the breach security to their customers. We really need partners, the ecosystem. Huawei has something called being integrated. That is, bringing the partners onboard to offer different pieces of the puzzle. In fact it's a good point to mention. We are announcing two announcements this morning actually. The first one what we'll talk about is Avira. It's the best AV engine company in Germany. Huawei really recognizes the importance of the AV. So we are bringing their AV engine on the Huawei's next generation firewall. It really brings two things. Performance and accuracy. That's what people need from a AV point of view. The second announcement we're going to make really is what's called the Huawei USG9000V. It's a security gateway actually. So as the cloud's proliferation, as people are moving to the cloud, as people are using more and more SAS applications, you're going to see lot more security building from the cloud perspective. Our USG9000V is actually the perfect gateway to combat the security threats in the cloud. So virtual data centers, the cloud data centers, the OTT's, we really bring all the different kinds of security in the USG9000V. The announcement we are making is really an upgraded version of the existing security appliance that we call 6000V. Again, it's a software security. Works with different VMs whether it's KVM, whether it's zen, whether MS6. Huawei's own virtual system. Huawei's FushionSphere. The performance is in terabit so you can actually go in and read some of the specs from the Huawei's perspective. One of the best of the V products for virtual security. >> Right. And the cloud's changed everything, right? So many applications are delivered via the cloud now. And even if it's not a cloud and it's an internal cloud people want the flexibility of cloud. They want to scalability of cloud. They really want the way the cloud works for them to deliver the applications to their customers and their employees. >> Definitely. So three things I'm going to mention here from a cloud perspective. What people are looking for from a cloud security perspective is on demand. How do you scale in, scale out as the demands of the bandwidth goes up. You got to make sure your network security is able to keep up with that demand. People are looking for visibility. You've got this multitude of appliances, boxes, cloud boxes, cloud security all over the place. How do you make sense out of it? How do you really bring all of those thresholds, all of those unloads come together into the form of CIO or CSO can really understand. >> Right. >> And the last thing I'm going to make it easy to configure. PLug and play. Some of the automation feature. Automation people are starting to move in the security but you got to be careful when you bring automation from a security perspective. You need to automate task that are not that mission critical. But as we more and more trust, you're going to see more security automation in the industry. >> Yeah. Because when it's cloud it just needs to work, right. Everybody just expects, I can add more capacity, I can spin it down. And it just needs to work. It's somebody else's problem, it's somebody else's data center. >> I don't know what's going on behind the scenes, I just know it works. >> Yeah. >> I pick up my phone, it's going to kick. That's exactly the concept of security. But you got to be really careful when it comes to security because you got to make sure that when, suppose the positive threats and positive and negative threats actually. How do you combat and make sure you automate from the positive point of view and not from a negative point of view. >> But there's one thing that hasn't changed, cloud or no cloud. And they talked about it in the keynote and that great line was every company has at least one person that will click on anything. (laughs) >> Oh, I love it. I love it actually. >> How do we get past, I mean, they're still getting the email from the African king who needs some dollar >> Nigeria, Nigeria >> For Nigeria. >> Let me put I this way. I would say hackers are getting smarter and smarter. How do you keep up with the threats from the hackers who are one step ahead of you. How do you really combat threats, unknown threats, in the future? So I think things we have seen in 2016, the phishing attacks are back on the rise actually. Always do you see Ransomware. Form the point of Ransomware I should mention there's something called par pon ton from Ransomware that I'm going to let you off the hook if you infect two other computers actually. I don't need the money from you. So hackers are coming with those innovations to really go and hack more people actually. You seen what happened with the collected costs. Chrysler had a recall on 1.4 million vehicles in the past. Do you see what's happened with the camera, the surveillance camera. So I think two things we really need to watch out in 2017. One is Ransomware and the number two thing which is extremely, extremely important is industrial IOT actually. >> Absolutely. >> As the sensors get deployed more and more around the world you've got to make sure those sensors are able to keep up with the threat, it's not easy. So what Huawei provides to the table is really end to end security. Two things in security; multi-layered security and security indifference. Those are the principles from the bottom, not from the top down. >> Right. It's funny, the funniest, it's not funny really. The Ransomware story was fake Ransomware. I didn't really put Ransomware on your machine I just told you that I did so go ahead and pay me anyway. And the other thought is really the ability for them to build a business because of Bitcoin as a way to collect anonymous money from people. That enabled a rise in the escalation in Ransomware. It's a complicated world. They give you the last take as people drive away, leave RSA 2017, really what should be the top of mind as they think about what's going to happen and what we'll be talking about when we come back a year from now? >> I think two things I would really suggest people to really take away from the RSA this year. First of all, what's happening in the industry? What's happening in the market? Keep updated with the latest threat. See what vendors had a very comprehensive solution from an end to end perspective. Really go do their own research, making sure that security is not an after thought. Security it needs to be proactive. Security needs to be built up from ground up. Don't regard security as something secondary actually. As long as people put premium on security, that's going to save their face rather than to be appearing on the Wall Street front page or have been hacked. They say there are two kinds of companies. 50% claim that they have been hacked. 50% know they just don't admit it. That's all. >> Alright, very good. Well Ajay thanks for stopping by and congrats on a great show. >> My pleasure, thanks Jeff. Thank you very much. >> He's Ajay Gupta, I'm Jeff Frick. You're watching theCUBE from RSA conference in downtown San Francisco. Thanks for watching. (upbeat music)
SUMMARY :
We are live at Moscone Center at the RSA Convention. Pleasure to be here. Absolutely, so you've been coming here for years. as you've been coming for years. the nature of security change, the nature of threats change. That's the best part, customers, partners, everybody. It's interesting because a big part of the theme here of the breach security to their customers. And the cloud's changed everything, right? as the demands of the bandwidth goes up. And the last thing I'm going to make it easy to configure. And it just needs to work. I don't know what's going on behind the scenes, from the positive point of view and not and that great line was every company has at least one I love it actually. I don't need the money from you. Those are the principles from the bottom, And the other thought is really the ability for them What's happening in the market? and congrats on a great show. Thank you very much. Thanks for watching.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Ajay Gupta | PERSON | 0.99+ |
Germany | LOCATION | 0.99+ |
Jeff Frick | PERSON | 0.99+ |
2017 | DATE | 0.99+ |
Jeff | PERSON | 0.99+ |
Huawei | ORGANIZATION | 0.99+ |
Chrysler | ORGANIZATION | 0.99+ |
2016 | DATE | 0.99+ |
50% | QUANTITY | 0.99+ |
two announcements | QUANTITY | 0.99+ |
two kinds | QUANTITY | 0.99+ |
USG9000V | COMMERCIAL_ITEM | 0.99+ |
Ajay | PERSON | 0.99+ |
two things | QUANTITY | 0.99+ |
second announcement | QUANTITY | 0.99+ |
40,000 | QUANTITY | 0.99+ |
1.4 million vehicles | QUANTITY | 0.99+ |
40,000 security professionals | QUANTITY | 0.99+ |
Moscone Center | LOCATION | 0.99+ |
one thing | QUANTITY | 0.98+ |
Two things | QUANTITY | 0.98+ |
first one | QUANTITY | 0.98+ |
two other computers | QUANTITY | 0.98+ |
Avira | ORGANIZATION | 0.98+ |
One | QUANTITY | 0.97+ |
First | QUANTITY | 0.97+ |
three things | QUANTITY | 0.97+ |
Nigeria | LOCATION | 0.96+ |
this year | DATE | 0.96+ |
#RSAC | EVENT | 0.95+ |
one step | QUANTITY | 0.95+ |
Wall Street | LOCATION | 0.94+ |
this morning | DATE | 0.94+ |
RSA Conference 2017 | EVENT | 0.93+ |
Ransomware | TITLE | 0.93+ |
6000V | COMMERCIAL_ITEM | 0.91+ |
RSA | ORGANIZATION | 0.9+ |
RSA 2017 | TITLE | 0.84+ |
RSA conference | EVENT | 0.83+ |
San Francisco | LOCATION | 0.83+ |
least one person | QUANTITY | 0.8+ |
MS6 | COMMERCIAL_ITEM | 0.77+ |
last few years | DATE | 0.76+ |
single vendor | QUANTITY | 0.75+ |
years | QUANTITY | 0.74+ |
theCUBE | ORGANIZATION | 0.73+ |
Nigeria, Nigeria | LOCATION | 0.73+ |
African | OTHER | 0.71+ |
two thing | QUANTITY | 0.67+ |
#theCUBE | EVENT | 0.66+ |
a year | QUANTITY | 0.65+ |
zen | COMMERCIAL_ITEM | 0.58+ |
single | QUANTITY | 0.54+ |
terabit | QUANTITY | 0.52+ |
RSA Convention | LOCATION | 0.52+ |
Huawei | EVENT | 0.52+ |
SAS | TITLE | 0.47+ |
Manish Gupta, Redis Labs | Spark Summit East 2017
>> Announcer: Live from Boston, Massachusetts, it's theCUBE, covering Spark Summit East 2017. Brought to you by Databricks. Now, here are your hosts Dave Vellante and George Gilbert. >> Welcome back to snowy Boston, everybody. This is theCUBE, the leader in live tech coverage. We're here at Spark Summit East, hashtag SparkSummit. Manish Gupta is here, he's the CMO at Redis Labs. Manish, welcome to theCUBE. >> Thank you, good to be here. >> So, you know, 10 years ago you say you're in the database business and everybody would yawn. Now you're the life of the party. >> Yeah, the world has changed. I think the party has lots and lots of players. We are happy to be on the top of that heap. >> It is a crowded space, so how does Redis Labs differentiate? >> Redis Labs is the company behind the massively popular open source Redis, and Redis became popular because of its performance primarily, and then simplicity. Developers could very easily run up an instance of Redis, solve some very hairy problems, and time to market was a big issue for them. Redis Enterprise took that forward and enabled it to be mission critical, ready for the largest workloads, ready for things that the enterprises need in a highly distributed clustered environment. So they have resilience and they benefit from the performance of Redis. >> And your claim to fame, as you say, is that top-gun performance, you guys will talk about some of the benchmarks later. We're talking about use cases like fraud detection, as example. Obviously ad serving would be another one. But add some color to that if you would. >> Redis is whatever you need to make real time real, Redis plays a very important role. It is able to deliver millions of operations per second with sub-millisecond latency, and that's the hallmark. With data structures that comprise Redis, you can solve the problems in a way, and the reason you can get that performance is because the data structures take some very complex issues and simplify the operation. Depending on the use case, you could use one of the data structures, you can mix and match the data structures, so that's the power of a Redis. We're used for ITO, for machine learning, for metering of billing and telecommunications environment, for personalization, for ad serving with companies like Groupon and others, and the list goes on and on. >> Yeah, you've got a big list on your website of all your customers, so you can check that out. Let's get the business model piece out of the way. Everybody's always fascinated. Okay, you got open source, how do you make money? How does Redis make money? >> Yeah, you know, we believe strategically fostering the growth of open source is foundational in our business model, and we invest heavily both R&D and marketing to do that. On top of that, to enable enterprise success and deployment of Redis, we have the mission critical, highly available Redis Enterprise offerings. Our monetization is entirely based on the Redis Enterprise platform, which takes advantage of the data structures and performance of core Redis, but layers on top management and the capabilities that make things like auto-recovery, auto-sorting, management much, much easier for the enterprise. We make that available in four deployment models. The enterprise can select us as Redis cloud, which runs on a public infrastructure on any of the four major platforms. We also allow for the enterprise to select a VPC environment in their own private clouds. They can also get software and self-manage that, or get our software and we can manage it for them. Four deployment options are the modalities in other ways where the enterprise customers help us monetize. >> When you said four major platforms, you meant cloud platforms? >> That's right. AWS, >> So, AWS, Azure >> Azure, Google, and IBM. >> Is IBM software, got there in the fourth, alright. >> That's right, all four. >> Go to the whip IBM. Go ahead, George. >> Along the lines of the business model, and we were sort of starting to talk about this earlier offline, you're just one component in building an application, and there's always this challenge of, well, I can manage my component better than anyone else, but it's got to fit with a bunch of other vendors' components. How do you make that seamless to the customer so that it's not defaulting over to a cloud vendor who has to build all the components themselves to make it work together? >> Certainly, you know, database is an integral part of your stack, of your application stack, but it is a stack, so there are other components. Redis and Redis Labs has a very, very large ecosystem within which we operate. We work closely with others for interfaces, for connectors, for interoperability, and that's a sustained environment that we invest in on a continuous basis. >> How do handle application consistency? A lot of in the no-SQL world, even in the AWS world, you hear about eventual consistency, but in the real-time world, there's a need for more rigorous, what's your philosophy there, how do you approach that? >> I think that's an issue that many no-SQL vendors have not been able to crack. Redis Labs has been at the forefront of that. We are taking an approach, and we are offering what we call tuneable consistency. Depending on the economics and the business model and the use case, the needs of consistency vary. In some cases, you do need immediate consistency. In other cases, you don't ever need consistency. And to give that flexibility to the customer is very important, so we've taken the approach where you can go from loose consistency to what we call strong eventual consistency. That approach is based on a fairly well trusted architecture and approach called CRDT, Conflict-free Replication Data Type. That approach allows us to, regardless of what the cluster magnitude or the distribution looks like geographically, we can deliver strong eventual consistency which meets the needs of majority of the customers. >> What are you seeing in terms of, you know, also in that a discussion about acid properties, and how many workloads really need acid properties. What are seeing now as you get more cloud native workloads and more no-SQL oriented workloads in terms of the requirement for those acid properties? >> First of all, we truly believe and agree that not all environments required acid support. Having said that, to be a truly credible database, you must support acid, and we do. Redis is acid-compli, supports acid, and Redis Labs certainly supports that. >> I remember on a stage once with Curt Monash, I'm sure you know Curt, right? Very famous database person. And he basically had a similar answer. But you would say that increasingly there are workloads that, the growth workloads don't necessarily require that, is that fair statement? >> That's a fair statement I would say. >> Dave: Great, good. >> There's a trade-off, though, when you talked about strong eventual consistency, potentially you have to wait for, presumably, a quorum of the partitions, I'm getting really technical here, but in other words, you've got a copy of the data here-- >> Dave: Good CMO question. (laughing) >> But your value proposition to the customers, we get this stuff done fast, but if you have to wait for a couple other servers to make sure that they've got the update, that can slow things way down. How does that trade-off work? >> I think that's part of the power of our architecture. We have a nothing shared, single proxy architecture where all of the replication, the disaster recovery, and the consistency management of the back end is handled by the proxy, and we ensure that the performance is not degraded when you are working through the consistency challenges, and that's where significant amount of IP is in the development of that proxy. >> I'll take that as a, let's go into it even more offline. >> Manish: Sounds good. >> And I have some other CMO questions, if I may. A lot of young companies like yours, especially in open source world, when they go to get the word out, they rely on their community, their open source community, and that's the core, and that makes a lot of sense, it's their peeps. As you become, grow more into enterprise grade apps and workloads, how do you extend beyond that? What is Redis Labs doing to sort of reach that C-Suite, are you even trying to reach that C-Suite up level to messaging? How do you as a CMO deal with those challenges? >> Maybe I'll begin by talking about our personas that matter to us in the ecosystem. The enterprise level, the architects, the developers, are the primary target, which we try to influence in early part of the decision cycle, it's at the architectural level. The ultimate teams that manage, run, and operate the infrastructure is certainly the DevOps, or the operations teams, and we spend time there. All along for some of the enterprise engagements, CIOs, chief data officers, and CTOs tend to play a very important role in the decisions and the selection process, and so, we do influence and interact with the C-Suite quite heavily. What the power of the open source gives us is that groundswell of love for Redis. Literally you can walk around a developer environment, such as the Spark Summit here, and you'll find people wearing Redis Geek shirts. And we get emails from Kazakhstan and strange, places from all over the world where we don't necessarily have salesforce, and requesting t-shirts, "send us stickers." Because people love Redis, and the word of mouth, that ground level love for the technology enables the decisions to be so much easier and smoother. We're not convincing, it's not a philosophical battle anymore. It's simply about the use case and the solution where Redis Enterprise fits or doesn't fit. >> Okay, so it really is that core developer community that are your advocates, and they're able to internally sell to the C-Suite. A lot of times the C-Suite, not the CTO so much, but certainly the CIO, CDO are like, "Yeah, yeah, they're geekin' out on some new hot thing. "What's the business impact?" Do you get that question a lot, and how do address it? >> I think then you get to some of the very basic tools, ROI calculators and the value proposition. For the C-level, the message is very simple. We are the least risky bet. We are the best long-term proposition, and we are the best cost answer for their implementation. Particularly as the needs are increasingly becoming more real-time in nature, they are not batch processed. Yes, there will always be some of that, but as the workloads are becoming, there is a need for faster processing, there is a need for quick insights, and real-time is not a moniker anymore, right. Real-time truly needs to be delivered today. And so, I think those three propositions for the C-Suite are resonating very well. >> Let's talk about ROI calculators for a second. I love talking about it because it underscores what a company feels as though its core value proposition is. I would think with Redis Labs part of the value proposition is you are enabling new types of workloads and new types of, whether it's sources of revenue or productivity. And these are generally telephone numbers as compared to some of the cost savings head to head to your competition, which of course you want to stress as well because the CFO cares about the cap-backs. What do you emphasize in that, and we don't have to get into the calculator itself, but in the conceptual model, what's the emphasis? Is it on those sort of business value attributes, is it on the sort of cost-savings? How do you translate performance into that business value? A lot of questions there, but if you could summarize, that'd be great. >> Well, I think you can think of it in three dimensions. The very first one is, does the performance support the use case or the solution that is required? That's the very first one. The second piece that fits in it, and that's in our books, that's operations per second and the latency. The second piece is the cost side, and that has two components to it. The first component is, what are the compute requirements? So, what is the infrastructure underneath that has to support it? And the efficiency that Redis and Redis Enterprise has is dramatically superior to the alternatives. And so, the economics show up. To run a million operations per second, we can do that on two nodes as opposed to alternative, which might need 50 nodes or 300 nodes. >> You can utilize your assets on the floor much better than maybe the competition can. >> This is where the data structures come into play quite a bit. That's one part of-- >> Dave: That's one part of the cost. >> Yeah. The other part of the cost is the human cost. >> Dave: People, yeah. >> And because, and this goes back to the open source, because the people available with the talent and the competency and appreciation for Redis, it's easy to procure those people, and your cost of acquisition and deploying goes down quite a bit. So, there's a human cost to it. The third dimension to this whole equation is time to market. And time to market is measured in many ways. Is it lost revenue if it takes you longer to get there? And Redis consistently from multiple analysts' reports gets top ranking for fastest way to get to market because of how simple it is. Beyond performance, simplicity is a second hallmark. >> That's a benefit acceleration, and you can quantify that. >> Absolutely, absolutely. And that's a revenue parameter, right. >> For years, people have been saying this Cambrian explosion of databases is unsustainable, and sort of in response we've gotten a squaring of the Cambrian explosion. The question is, with your sort of very flexible, I don't want to get too geeky, 'cause Dave'll cut me off, but the idea that you can accommodate time series and all these different ways of, all these different types of data, are we approaching a situation where customers can start consolidating their database choices and have fewer vendors, fewer products in their landscape? >> I think not only are we getting there, but we must get there. You've got over 300 databases in the marketplace, and imagine a CIO or an architect trying to have to sort through that to make a decision, it's difficult, and you certainly cannot support it from a trading standpoint or from an investment, cap-backs, and all that standpoint. What we have done with Redis is introduce something called Redis Modules. We released that at the last RedisConf in May in San Francisco. And the Redis Module is a very simple concept but a very powerful concept. It's an API which can be utilized to take an existing development effort, written as CC++, that can be ported onto the Redis data structures. This gives you the flexibility without having to reinvent the wheel every single time to take that investment, port it on top of Redis, and you get the performance, and you can make now Redis becomes a multi-model database. And I'm going to get to your answer of how do you address the multiple needs so you don't need multiple databases. To give you some examples, since the introduction of Redis Modules, we have now over 50 modules that have been published by a variety of places, not just Redis Labs. To indicate how simple and how powerful this model is. We took Lucene and developed the world's fastest full-text search engine as a module. We have very recently introduced Redis machine learning as a module that works with Spark ML and serves as a great serving layer in the machine learning domain. Just two very simple examples, but work that's being done ported over onto Redis data structures and now you have ability to do some very powerful things because of what Redis is. And this is the way future's going to be. I think every database is trying to offer multi-functionality to be multi-model in nature, but instead of doing it one step at a time, this approach gives us the ability to leverage the entire ecosystem. >> Your point being consolidation's inevitable in this business as well. >> Manish: Architectural consolidation. >> Yes, but also you would think, company consolidation, isn't that going to follow? What do you make of the market, and tell me, if you look back on the database market and what Oracle was able to achieve in the face of, maybe not as many players, but you had Sybase and Informix, and certainly DB2's still around, and SQL Server's still around, but Oracle won, and maybe it was SQL standards that. It's great to be lucky and good. Can we learn from that, or is this a whole different world? Are there similarities, and how do you, how do you see that consolidation potentially shaking out, if you agree that there will be consolidation? >> Yeah, there has to be, first and foremost, an architectural approach that solves the OPEX, CAPEX challenge for the enterprise. But beyond that, no industry can sustain the diversity and the fragmentation that exists in database world. I think there will always be new things coming out, of universities particularly. There's great innovation and research happening, and that is required to augment. But at the end of the day, the commercial enterprises cannot be of the fragmented volume that we have today in the database world, so there is going to be some consolidation, and it's not unnatural. I think it's natural, it's expected, time will tell what that looks like. We've seen some of our competitors acquire smaller companies to add graph functionality, to add search functionality. We just don't think that's the level of consolidation that really moves the needle for the industry. It's got to be at a higher level of consolidation. >> I don't want to, don't take this the wrong way, don't hate me for saying it, but is Oracle sort of the enemy, if I can say that. I mean, it's like, no, okay. >> Depends how you define enemy. >> I'm not going to go do many of the workloads that you're talking about on Oracle, despite what Larry tells me at Oracle OpenWorld. And I'm not going to make Oracle my choice for any of the workloads that you guys are working on. I guess in terms, I mean, everybody who's in the database business looks at that and say, "Hey, we can do it cheaper, better, "more productively," but, could you respond to that, and what do you make of Amazon's moves in the database world? Does that concern you? >> We think of Amazon and Oracle as two very different philosophies, if you can use that word. The approach we have taken is really a forward-looking approach and philosophy. We believe that the needs of the market need to be solved in new ways, and new ways should not be encumbered by old approaches. We're not trying to go and replicate what was done in the SQL world or in a relational database world. Our approach is how do you deliver a multi-model database that has the real-time attribute attached to it in a way that requires very limited computer force power and very few resources to manage? You take all of those things as kind of the core philosophy, which is a forward-looking philosophy. We are definitely not trying to replicate what an Oracle used to be. AWS I think is a very different animal. >> Dave: Interesting, though. >> They have defined the cloud, and I think play a very important role. We are a strong partner of theirs, much of our traffic runs on AWS infrastructure, certainly also on other clouds. I think AWS is one to watch in how they evolve. They have database offerings, including Redis offerings. However, we fully recognize, and the industry recognizes that that's not to the same capability as Redis Enterprise. It's open sourced Redis managed by AWS, and that's fine as a cache, but you cannot persist, and you really cannot have a multi-model capability that's a full database in that approach. >> And you're in the marketplace. >> Manish: We are in the marketplace. >> Obviously. >> And actually, we announced earlier, a few weeks ago, that you can buy and get Redis cloud access, which is Redis Enterprise cloud, on AWS through the integrated billing approach on their marketplace. You can have an AWS account and get our service, the true Redis Enterprise service. >> And as a software company, you'd figure, okay, the cloud infrastructures are service, we don't care what infrastructure it runs on. Whatever the customer wants, but you see AWS making these moves up-market, you got to obviously be paying attention to that. >> Manish: Certainly, certainly. >> Go ahead, last question. >> Interesting that you were saying that to solve this problem of proliferation of choice it has to be multi-model with speed and low resource requirement. If I were to interpret that from an old-style database perspective, it would be you're going to get, the multi-model is something you are addressing now, with the extensibility, but the speed means taking out that abstraction layer that was the query optimizer sort of and working almost at the storage layer, or having an option to do that. Would that be a fair way to say? >> No, I don't think that necessarily needs to be the case. For us, speed translates from the simplicity and the power of the data structures. Instead of having to serialize, deserialize before you process data in a Spark context, or instead of having to look for data that is perhaps not put in sorted sets for a use case that you might be doing, running a query on, if the data is already handled through one of the data structures, you now have a much faster query time, you now have the ability to reach the data in the right approach. And again, this is no-SQL, right, so it's a schema lesson write and it sets your scheme as you want it be on read. We marry that with the data structures, and that gives you the ultimate speed. >> We have to leave it there, but Manish, I'll give you the last word. Things we should be paying attention to for Redis Labs this year, events, announcements? >> I think the big thing I would leave the audience with is RedisConf 2017. It's May 31 to June 2 in San Francisco. We are expecting over 1,000 people. The brightest minds around Redis of the database world will be there, and anybody who is considering deploying the next generation database should attend. >> Dave: Where are you doing that? >> It's the Marriott Marquis in San Franciso. >> Great, is that on Howard Street, across from the--? >> It is right across from Moscone. >> Great, awesome location. People know it, easy to get to. Well, congratulations on the success. We'll be lookin' for outputs from that event, and hope to see you again on theCUBE. >> Thank you, enjoyed the conversation. >> Alright, good. Keep it right there, everybody, we'll be back with our next guest. This is theCUBE, we're live from Spark Summit East. Be right back. (upbeat electronic rock music)
SUMMARY :
Brought to you by Databricks. Manish Gupta is here, he's the CMO at Redis Labs. So, you know, 10 years ago you say We are happy to be on the top of that heap. Redis Labs is the company behind But add some color to that if you would. and the reason you can get that performance Let's get the business model piece out of the way. We also allow for the enterprise to select a VPC environment That's right. Google, and IBM. Go to the whip IBM. Along the lines of the business model, Certainly, you know, database is an integral part and the use case, the needs of consistency vary. in terms of the requirement for those acid properties? you must support acid, and we do. the growth workloads don't necessarily require that, Dave: Good CMO question. but if you have to wait for a couple other servers and the consistency management of the back end and that's the core, and that makes and the word of mouth, that ground level love but certainly the CIO, CDO are like, For the C-level, the message is very simple. part of the value proposition is you are enabling That's the very first one. much better than maybe the competition can. This is where the data structures of the cost. The other part of the cost is the human cost. and the competency and appreciation for Redis, And that's a revenue parameter, right. but the idea that you can accommodate time series We released that at the last RedisConf in this business as well. and tell me, if you look back on the database market that really moves the needle for the industry. but is Oracle sort of the enemy, if I can say that. for any of the workloads that you guys are working on. We believe that the needs of the market and that's fine as a cache, but you cannot persist, the true Redis Enterprise service. okay, the cloud infrastructures are service, the multi-model is something you are addressing now, and the power of the data structures. but Manish, I'll give you the last word. of the database world will be there, and hope to see you again on theCUBE. This is theCUBE, we're live from Spark Summit East.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Amazon | ORGANIZATION | 0.99+ |
Dave Vellante | PERSON | 0.99+ |
George Gilbert | PERSON | 0.99+ |
Dave | PERSON | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
George | PERSON | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
Oracle | ORGANIZATION | 0.99+ |
Howard Street | LOCATION | 0.99+ |
Curt | PERSON | 0.99+ |
second piece | QUANTITY | 0.99+ |
San Francisco | LOCATION | 0.99+ |
Redis Labs | ORGANIZATION | 0.99+ |
Manish Gupta | PERSON | 0.99+ |
two nodes | QUANTITY | 0.99+ |
Redis | ORGANIZATION | 0.99+ |
two components | QUANTITY | 0.99+ |
two | QUANTITY | 0.99+ |
San Franciso | LOCATION | 0.99+ |
Larry | PERSON | 0.99+ |
Manish | PERSON | 0.99+ |
first component | QUANTITY | 0.99+ |
Boston, Massachusetts | LOCATION | 0.99+ |
over 50 modules | QUANTITY | 0.99+ |
June 2 | DATE | 0.99+ |
May 31 | DATE | 0.99+ |
ORGANIZATION | 0.99+ | |
Boston | LOCATION | 0.99+ |
Curt Monash | PERSON | 0.99+ |
May | DATE | 0.99+ |
millions | QUANTITY | 0.99+ |
third dimension | QUANTITY | 0.98+ |
50 nodes | QUANTITY | 0.98+ |
Moscone | LOCATION | 0.98+ |
fourth | QUANTITY | 0.98+ |
Redis Enterprise | TITLE | 0.98+ |
300 nodes | QUANTITY | 0.98+ |
Redis | TITLE | 0.98+ |
Kazakhstan | LOCATION | 0.98+ |
over 1,000 people | QUANTITY | 0.98+ |
one part | QUANTITY | 0.98+ |
both | QUANTITY | 0.98+ |
one step | QUANTITY | 0.97+ |
C-Suite | TITLE | 0.97+ |
Marriott Marquis | ORGANIZATION | 0.97+ |
second hallmark | QUANTITY | 0.97+ |
10 years ago | DATE | 0.97+ |
Spark Summit East 2017 | EVENT | 0.97+ |
Groupon | ORGANIZATION | 0.97+ |
first one | QUANTITY | 0.97+ |
CDO | TITLE | 0.97+ |
over 300 databases | QUANTITY | 0.96+ |
SQL Server | TITLE | 0.96+ |
Redis Enterprise cloud | TITLE | 0.96+ |
Uddhav Gupta, SAP - #SAPPHIRENOW - #theCUBE - @guptauddhav
>> Voiceover: Live, from Orlando, Florida, it's theCube, covering SAPPHIRE NOW. Headline sponsored by SAP Hana Cloud, the leader in Platform-as-a-Service. With support from Console Inc. the Cloud internet company. Now, here's your host, John Furrier. >> Hey, welcome back everyone. We are here live at SAPPHIRE NOW, SAP's big user conference. This is theCube, SiliconANGLE's flagship program. We go out to the events and extract the signals from noise. Day three of wall-to-wall coverage, this is day three. We had awesome interviews, go to youtube.com/siliconangle and look for the playlist of SAPPHIRE NOW, it'd be great, great videos out there. We would not be here if it wasn't for our sponsors, so shout out to SAP Hana Cloud Platform, Console Inc., Console Cloud, the Interconnect Companies, for interconnecting the clouds, and, of course, EMC Capgemini, thanks for your support. Our next guest is Uddhav Gupta, who's the Global Vice President for the SAP Platform-as-a-Service. Great to see you, we'll shake hands. >> Good to see you, John. >> So, we have been so excited about Platform-as-a-Service going back, man, almost when the Clouderati started. You know, almost seven years ago, when we started SiliconANGLE. We saw pre-OpenStack, Amazon was already on a trajectory, OpenStack kind of, Rackspace kind of bootstraps that, and then the rest is history, now you have Cloud Foundry, all this stuff is coming together. So, you guys have a big part of that developer ecosystem. >> Yes, we do. >> What do you do for the platforms-of-service for SAP, and what are some of the things you're working on, what should the audience know about that you're working on. >> Absolutely, so, first of all, thank you for having me on the show. We at Hana Cloud Platform, is basically a idea that we came up with to help our customers solve the biggest problem of complicated application development. And when we spoke to the customers, the typical thing that came back to us is, I want to actually integrate applications, right? I have incipient backing systems, I have non-incipient backing systems, how to bring these two systems together? I typically build an application, a mash-up for the audience. The second scenario that we basically solve, is, a lot of customers came back and said, we want to just extend certain business processes that are running on the back end, and you know, build applications that actually sit and extend these processes. So, we started looking at all of that, we said, okay, it's very clear, that we want to simplify the core. But we also wanted to go out and provide a simplified application development stack, so that people actually go out and build these applications. And that's what Hana Cloud Platform is all about. >> So the approach is not so much come from the infrastructure of the service, but come down from the app. Okay, well Larry Ellison, at Oracle, he said as well, well, you come up from the hardware, they got SUN, and then he comes down from the top, and their middleware is Oracle, a similar approach. And that's a great message, because that's his focus, is obviously app, but they got SUN, so they can kind of clean and they can book in the middleware, if you will, or past layer. Um, how do you guys compare vis-a-vis that, because you don't have any hardware. >> Correct. >> You got partners. >> Correct. >> Um, like EMC, then you got the Vblock going back to the day. >> Exactly. >> How do you answer to that? >> So we have always been agnostic in terms of hardware, agnostic in terms of infrastructure. So the angle that we're going with is just like how we did with Hana. We said, we'll build the Hana software, and we'll have it available on multiple different platforms. We are doing the same thing with the Hana Cloud Platform. Today, we offered it off our own SAP data center. The road map is to basically partner with a number of infrastructure providers, like Amazon, like Azio, like other third-party hosting providers-- >> You'd okay the computers? >> Yeah, completely. So if you're actually looking at going ahead and deploying our software on Cloud Form Read, enabling it on OpenStack, so we can actually now take it to all of our infrastructure partners, and use them as suppliers. That way, we can actually concentrate on building a business Platform-as-a-Service layer, concentrate on building the mechanics. Building the intelligence of the Platform-as-a-Service, and leave the infrastructure game to the guys who are really good at that. Which are Amazon, Azio, and a few others. >> So, you guys have Hana, okay, Hana database as well, the platform is Hana Cloud Platform, so, back to the Oracle thing, and I bring up Oracles there, we can relate to that. They claim performance advantage, so Oracle on Oracle, with SUN, has been optimized. It's almost end-to-end stacked. You guys worried about performance at all? Can you share your thoughts on how you answer that? >> Of course, I mean, if you look at the whole team of Sapphire here, that's been about running a business life. You can't run a business life without having performance. So performance is the core of everything that we're doing. Whether it's running a database that's high-speed. Whether it's simplifying the entire application stack, the S/4Hana, running at high-speed. It's also about an innovation cycle around it that needs to also be high-speed. And when we're building the Hana Cloud Platform, we've actually look into those elements continuously, and saying, how can we help application development also run at high-performance? This is around the computer. This is around the database. This is around the tool set that we actually providing our partner ecosystem, as well as the customers, to build custom applications at really high speeds. >> Okay, talk about, um, the Hana Cloud Platform. Expand, and take a minute to explain, because, I think that, you know, seeing on the opening day, you guys aren't getting the kind of credit in the press and in the market, although you're being successful, um, as the cloud. Some people say, oh they have nothin'. Platform-as-a-service, it's just SAP ware. Answer that, explain, take a minute to explain, what you guys have done, in the market, how it's different, and then it does work for non-SAP customers. So, kind of dice that out for us, share that. Take a minute to explain that. >> Absolutely, going to Sapphire, a lot of our customers and a lot of the press, media, also thought that Hana Cloud Platform is just for SAP. Now, after two days of conversations with customers, they quickly realize, that we're not just, like, for SAP, we could actually be the Force.com or the application platform for merging data from SAP and non-SAP, right? So that's the first revelation a lot of the customers have got. I find many of the customers that had this, aha moment, when I was talking to them, and they're like, "Oh, I can actually solve a number of issues with this. "I can actually go out and provide a single "application development layer across "my entire backing system, which is SAP and non-SAP." So we've seen a lot of that reaction. >> So that's an integration game, too. And the thing I would share were the folks at my observation of theCube, and I'd love to get your thoughts on this, is that, it's not trying to win SAP end-to-end. SAP plays well wherever the customer desires it, right? So if they go to ERP, or not ERP. If you want to come and and do, say, HR stuff. And success factors. You're still going to have a little bit of SAP, but this is application layer at the Hana Cloud Platform, is for the rest of the enterprise. It's not to lock in for future SAP, right? >> It's not a lock-in story here, right? I'll give you an example. We are doing some really crazy stuff on Hana Cloud Platform, right. You know the Superbowl that took place in San Francisco. >> Of course, Superbowl 50. >> SAP had a whole fan energy zone set up there, where people were actually playing games. And we are continuously streaming data from those games into the Hana Cloud Platform, right? Now, nothing to do with SAP, nothing to do with anything that even closely SAP's associated with. It's fan data coming to the Hana Cloud Platform. And people seeing analytics on top of it, right? We're having other partners also do similar stuff. I'm talking to partners that are basically going ahead and serving the utility companies, but more on the utility to the consumers piece. With the outlying customers to basically go and create a aggregated view of the consumptions, right? And this is a look at something not what SAP's used to doing. Bringing in the Hana Cloud Platform is allowing them to do such things. >> Alright, so my final question really is around Apple. So, how does the Apple deal affect you guys in particular. Because, you guys can't hide in the shadows anymore. You got to go for- go big or go home with Hana Cloud Platform. So does that change your game in terms if you go to market, is your budget increased? I mean you got, the game is on. The Apple deal puts the pressure on you guys to take that relationship, and use it as a way to get into, obviously means for your development. Swift is a great programming language, got a lot of traction. So tell me, I mean, is it all in now? I mean Apple is Apple that, hey, you got to go for it. Go big or go home. >> Yeah, so, it's definitely go big. The other thing that we have with this whole Apple relationship that we announced, has also made a very beautiful point, if you think about it, right? There're certain applications that can be web applications that you can still render on a mobile device, sure. You can make them extremely responsive, you can do all of that kind of stuff. But the beauty of the IOS and the relationship that we built with Apple, it allows you to start now building native applications that run on the mobile, but consume all the technical services that we have, are made available in the Hana Cloud Platform. >> And the data's critical there, I mean, SAP's got ARP data, systems of record data. And now you're expanding out to other engagement data, non-SAP data by the way. >> Exactly, and all the other technology services that we're basically providing in the Hana Cloud Platform with it's content, with it's data, with it's integration, a whole bunch of stuff, right? >> So is your budget doubled? >> Well the budget is not doubled, definitely right. >> Yeah but you have to, you have to run now so it's pretty clear for you guys, right? I mean, explain, is that the mandate? I mean, because you guys have been kind of like, silent run- I say silent run, not stealth, but I mean you been, chipping away at it, it's been a ground game for SAP Hana Cloud, haven't seen a lot of stuff out there in the market. It seems to me that now, the pressure's on. So go knock it out of the park, right? >> Absolutely, the focus on basically building mobile applications, specific mobile applications, for certain industries, is definitely coming back. So a lot of investment is happening in that space for sure, from SAP, from Apple, also from our partners. So that investment is definitely happening. There's also a lot of traction that we are basically putting on marketing that uh, concept out, so that our partner, the customers also get a true pat forward and a grain in how they should actually invest their resources. >> What's you priorities this year? Education, onboarding new-- >> Our priorities this year is getting a whole bunch of developers to actually start using the Hana Cloud Platform. To that extent, what we've actually done is we've gone ahead and created open SAP courses that allows anybody to access education on Hana Cloud Platform, absolutely free. With the IOS relationship we've gone out and basically created IOS academy. A lot of people understand how to build IOS apps, with the Hana Cloud Platform, thereby bridging the 150,000 developers that are already in the Hana Cloud Platform, the two million developers of the SAP network, and the 30 million developers of the Apple world, all coming together to start building stuff on the Hana Cloud Platform. >> I'm sure you've got some internal debates, like percentage of penetration within that 35 million, I mean, not everyone's going to be interested in enterprise programming but, a good slice will look to build white spaces. >> Absolutely, because, guess what? You can only earn that much money by building consumer apps. The moment you are a developer and you really want to earn serious money, you basically start looking at building enterprise apps. >> Final final question, because I have one more, this is good conversation, uh, where are the white spaces? So the developers that are watching, or people that are interested, in innovating on SAP, where do you guys see the white spaces that are low-hanging fruit right now, that someone can get a position in here and work? >> So, there're a number of those. Uh, the very first one around building industry-specific apps, right? To a large part of the industry, UAX was our SAP gooey. But now, everybody want to actually start digitizing those processes. Nobody actually wants to go into a static screen, or a pre-defined screen. They want it to be very responsive to what they're doing at the moment. It's alive, right? So, building those apps is definitely a white space. The second big white space is around building industry content. What I mean by industry content is, a platform can basically provide you all the platform capabilities that are required. But you need a lot more of the content and the technologies services. This could be matching learning algorithms, this could be actually predictive algorithms, this could be data content that is coming in. Building and providing data as a micro-service within the platform is something that is very interesting for us. >> Thanks so much for coming on theCube, I'll give you the final word Uddhav Gupta, Global Vice President of SAP, Platform-as-a-Service. What's the vibe of the show, you mentioned, what's the hallway conversations that you're hearing. You know, what's going on with the night, certainly at night with all those events going on, last night I went to bed early, watched the Warriors game. Win by 30-something points. Night before I was out til 1:30 doing some networking to Lloyd Bardy, S. Ensher, EY, seeing all the SAP people. Lot of chatter, what are you hearing? What are you hearing in the hallways? >> The vibe is very very positive. People are starting to finally understand how we are bringing all the Cloud acquisitions that we made together. People are starting to understand that they have to move to the Cloud. So the whole thing about the myth, whether we move or do not move to the Cloud, it's now kind of settled down. People are understanding where SAP is with integration, where SAP is with moving to the Cloud. But, the beauty is, last year, same time, the questions I was getting, was is any of this real? The question that we're getting now is, how do I engage into it? How do I start doing it? So that transition's happened really beautifully. Whether you think about S/4Hana, whether you think about Hana Cloud Platform, just in general, what's happening in the past well is helping that quite a lot. >> You guys have done a good job and you've been kind of transitioning, now it's real. You got a straight-and-narrow for developers. I'm looking forward to tracking you guys and seeing the progress. Great hallway conversations, of course the biggest conversation was that Reggie Jackson was on theCube, on day one and he was awesome, also the great executives come on with great conversation. Thanks so much for sharing your insight on theCube, Hana Cloud Platform-as-a-Service. We are live here in Orlando, you're watchin' theCube.
SUMMARY :
Hana Cloud, the leader and look for the playlist of SAPPHIRE NOW, So, you guys have a big part What do you do for the that are running on the the middleware, if you the Vblock going back to the day. So the angle that we're going with and leave the infrastructure game the platform is Hana Cloud Platform, So performance is the core of seeing on the opening day, you guys aren't and a lot of the press, And the thing I would You know the Superbowl that of the consumptions, right? So, how does the Apple deal that run on the mobile, but consume And the data's critical there, Well the budget is not I mean, explain, is that the mandate? Absolutely, the focus on basically on the Hana Cloud Platform. going to be interested The moment you are a developer and you and the technologies services. EY, seeing all the SAP people. So the whole thing about and seeing the progress.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Reggie Jackson | PERSON | 0.99+ |
Apple | ORGANIZATION | 0.99+ |
Larry Ellison | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Uddhav Gupta | PERSON | 0.99+ |
John Furrier | PERSON | 0.99+ |
Console Inc. | ORGANIZATION | 0.99+ |
Oracle | ORGANIZATION | 0.99+ |
Orlando | LOCATION | 0.99+ |
Lloyd Bardy | PERSON | 0.99+ |
San Francisco | LOCATION | 0.99+ |
IOS | TITLE | 0.99+ |
John | PERSON | 0.99+ |
S. Ensher | PERSON | 0.99+ |
EMC Capgemini | ORGANIZATION | 0.99+ |
Orlando, Florida | LOCATION | 0.99+ |
EMC | ORGANIZATION | 0.99+ |
35 million | QUANTITY | 0.99+ |
last year | DATE | 0.99+ |
Azio | ORGANIZATION | 0.99+ |
second | QUANTITY | 0.99+ |
Today | DATE | 0.99+ |
@guptauddhav | PERSON | 0.99+ |
SAP | ORGANIZATION | 0.99+ |
Superbowl | EVENT | 0.99+ |
SUN | ORGANIZATION | 0.99+ |
150,000 developers | QUANTITY | 0.99+ |
second scenario | QUANTITY | 0.99+ |
two days | QUANTITY | 0.99+ |
30 | QUANTITY | 0.99+ |
Hana Cloud Platform | TITLE | 0.99+ |
two systems | QUANTITY | 0.99+ |
Hana Cloud Platform | TITLE | 0.98+ |
youtube.com/siliconangle | OTHER | 0.98+ |
Hana | ORGANIZATION | 0.98+ |
Warriors | ORGANIZATION | 0.98+ |
Sapphire | ORGANIZATION | 0.98+ |
Cloud Form | TITLE | 0.98+ |
Oracles | ORGANIZATION | 0.97+ |
Console Cloud | ORGANIZATION | 0.97+ |
30 million developers | QUANTITY | 0.97+ |
Hana Cloud Platform | ORGANIZATION | 0.97+ |
two million developers | QUANTITY | 0.96+ |
SAP Hana Cloud Platform | ORGANIZATION | 0.96+ |
this year | DATE | 0.96+ |
first one | QUANTITY | 0.95+ |
day three | QUANTITY | 0.95+ |
SAP Hana Cloud | ORGANIZATION | 0.95+ |
last night | DATE | 0.94+ |
Superbowl 50 | EVENT | 0.93+ |
seven years ago | DATE | 0.93+ |
first | QUANTITY | 0.93+ |
SAP | TITLE | 0.93+ |
OpenStack | TITLE | 0.92+ |
Keynote Analysis | UiPath Forward5
>>The Cube presents UI Path Forward five, brought to you by UI Path. >>Hi everybody. Welcome to Las Vegas. We're here in the Venetian, formerly the Sans Convention Center covering UI Path Forward five. This is the fourth time the Cube has covered forward, not counting the years during Covid, but UiPath was one of the first companies last year to bring back physical events. We did it at the Bellagio last year, Lisa Martin and myself. Today, my co-host is David Nicholson, coming off of last week's awesome CrowdStrike show back here in Vegas. David talking about UI path. UI path is a company that had a very strange path, as I wrote one time to IPO this company that was founded in 2005 and was basically a development shop. And then they realized they got lightning in a bottle with this RPA thing. Yeah. And Daniel Deez, the founder of the company, just really drove it hard and they really didn't do any big kind of VC raise for several years. >>And then all of a sudden, boom, the rocket ship took off, kind of really got out over their skis a little bit, but then got to IPO and, and has had a very successful sort of penetration into the market. The IPO obviously has not gone as well. We can talk about that, but, but they've hit a billion dollars in arr. There aren't a lot of companies that, you know, have hit a billion dollars in ARR that quickly. These guys had massive valuations that were cut back, obviously with the, with the downturn, but also some execution misuses. But the one thing about UiPath, Dave, is they've been very successful at penetrating customers. And that's the thing you always get at forward customer stories. And the other thing I'll, I'll, I'll add is that it started out with the narrative was, oh, automation software, robots, they're gonna take away jobs. The opposite has happened, the zero unemployment. Now basically we're heading into a recession, we're actually probably in a recession. And so how do you combat a recession? You put automation to work and gain if, if, if, if inflation is five to 7% and you can get 20% from automation. Well, it's a good roi. But you sat in the keynotes, it was really your first exposure to the company. What were your thoughts? >>Yeah, I think the whole subject is interesting. I think if you've been involved in tech for a while, the first thing you think of is, well, hold on a second. Isn't this just high tech scripting? Aren't you essentially just automating stuff? How, how cool can that possibly be? >>Well, it kinda was in the >>Beginning. Yeah, yeah. But, but, but when you dig into it, to your, to your point about the concern about displacing human beings, the first things that can automate it are the mundane and the repetitive tasks, which then frees individuals up frontline individuals who are doing those tasks to do more strategic things for the business. So when you, when we, you know, one of the things that was talked about in the keynote was this idea of an army of citizen developers within an organization. Not, you know, not just folks who are innovating and automating at the core of enterprise applications, but also folks out on the front line automating the tasks that are interfering with their productivity. So it seems like it's a win-win for, for everybody throughout the enterprise. >>Yeah. So let's take a, let's take folks through the, the keynote to, basically we learned there are 3,500 people here, roughly, you know, we're in the Venetian and we do a lot of shows at, at the Venetian, formerly the San Convention Center. The one thing about UiPath, they, they are a cool company. Yeah, they are orange colors, kinda like pure storage, but they got the robots moving around. The setup is very nice, it's very welcoming and very cool, but 300 3500 attendees, including partners and UiPath employees, 250 sessions. They've got a CIO, automation council and a pickleball court inside this hall, which pickleball is, you know, all the rage. So Bobby, Patrick and Mary Telo kicked it off. Bobby's the cmo, Mary's the head of branding, and Bobby raised four themes. It it, this is a tool that it's, this is RPA is going from a tool to a way of operating and innovating. >>The second thing is, the big news here is the UI path business platform, something like that. They're calling, but they're talking about about platform and they're really super gluing that to digital transformation. The third is really outcomes shifting from tactical. I have a robot, a software robot on my desk doing, you know, mimicking what I do with the script to something that's transformative. We're seeing this operationalized very deeply. We'll go into some examples. And then the fourth theme is automation is being featured as a strategic line item in annual reports. Bobby Patrick, as he left the stage, I think he was commenting on my piece where I said that RPA automation is more discretionary than some other things. He said, this is not discretionary, it's strategic. You know, unfortunately when you're heading into a recession, you can, you can put off some of the more strategic items. However, the flip side of that, Dave, is as they were saying before, if you're gonna, if if you're, if you're looking at five to 7% inflation may be a way to attack that is with automation. Yeah. >>There's no question, there's no question that automation is a way to attack that. There's no question that automation is critical moving forward. There's no question that we have moved. We're in the, you know, we're, we're still in the age of cloud, but automation is gonna be absolutely critical. The question is, what will UI path's role be in that market? And, and, and when you hear, when you hear UI path talk about platform versus tool sets and things like that, that's a critical differentiator because if they are just a tool, then why wouldn't someone exploit a tool that is within an application environment instead of exploiting a platform? So what I'm gonna be looking for in terms of the, the folks we talked to over the next few days is this question of, you know, make the case that this is actually a platform that extends across all kinds of application environments. If they can't seize that high ground moving forward, it's it's gonna be, it's gonna be tough for them. >>Well, they're betting the company on >>That, that's Rob Ensslin coming in. That's why he's part of the, the equation. But >>That platform play is they are betting the company. And, and the reason is, so the, the, the history here is in the early days of this sort of RPA craze, Automation Anywhere and UI path went out, they both raised a ton of money. UI Path rocketed out to the lead. They had a much e easier to install, you know, Automation Anywhere, Blue Prism, some of the other legacy business process folks, you know, kind of had on-prem, Big Stacks, UiPath came in a really simple self-serve platform and took off and really got a foothold in the market. And then started building or or making some of these acquisitions like Process Gold, like cloud elements, which is API automation. More recently Reiner, We, which is natural language processing. We heard them up on the stage today and they've been putting that together to do not just rpa but process mining, task mining, you know, document automation, et cetera. >>And so Rob Ins insulin was brought in from Google, formerly Google and SAP, to really provide that sort of financial and go to market expertise as well as Shim Gupta who's, who's the cfo. So they, they, and they were kinda late with that. They sort of did all this post ipo. I wish they had done it, you know, somewhat beforehand, but they're sort of bringing in that adult supervision supervision that's necessary. Rob Sland, I thought was very cogent. He was assertive on stage, he was really clear, he was energetic. He talked about the phases, e r p, Internet cloud and the now automation is a new S-curve. He quoted a Forester analyst talking about that. He also had a great quote. He said, you know, the old adage better, faster, cheaper, pick two. He said, You don't have to do that anymore with automation. He cited reports from analysts, 50% efficiency improvement, 40% productivity improvement, 40% improvement in customer satisfaction. >>And then what I always, again, love about UiPath is they're no shortage of customers. They do as good a job as anybody, and I think I would say the best of, of, of getting customers to talk about their experiences. You'll see that on the cube all this week, talked about Changi airport from Singapore. They're adding 50 able to service 50 million new customers, new travelers with no new headcount company called Vital or retail. And how you say that a hundred thousand employees having access to it. Uber, 150% ROI in one year. New York state getting 1.2 million relief checks out in two weeks and identifying potentially 12 billion in fraud. They also talk about 25% of the, of the UI path finance team is digital. And they've, they've only incremented headcount, you know, very slightly one and a half times their revenue's grown. What a 10 x? And really he talked about how to, for how to turn automation into a force multiplier for growth. And to your point, I think that's their challenge. What were your thoughts on Rob ens insulin's keynote? >>First of all, in addition to his background, Rob brings a brand with him. Rob Ensslin is a brand, and that brand is enterprise overarching platform. Someone you go to for that platform play, not for a tool set. And again, I'll, I'll say it again. It's critically important that they, that they demonstrate this to the marketplace, that they are a platform worth embracing as opposed to simply a tool set. Because the large enterprise software providers are going to provide their own tool sets within their platforms. And if you can't convince someone that it's worth doing two things instead of one thing, you're, you're, you're never gonna make it. So I've had experiences with Rob when he was at Google. He's, he's, he's the right person for the job and I, and I I I buy into his strategy and narrative about where we are and the critical nature of automation question remains, will you I path to be able to benefit from that trend. >>So a couple things on that. So your point about sap, you know, is right on EY was up on stage. They, EY is a huge SAP customer and they chose UI path to automate their SAP installation, right? And they're going all in with UI path as a partner. Of course. I I often like to say that the global system integrators, they like to eat at the trough, right? When you see GSIs like EY and others coming into the ecosystem, that means there's business being done. We saw Orange up on stage, which was really interesting. >>Javier from Spain. Yeah. Yep. >>Talking about he had this really cool dashboard and then Ted Coomer was talking about the business automation platform and all the different chapters and the evolution. They've gotta get to a platform play because the thing I failed to mention is Microsoft a couple years ago made a tuck in acquisition and got it to this market really providing individual automations and making it, you know, it's Microsoft, they're gonna make it really easy to add it really >>Cheaply. SAP would tell you that they have the same thing and, >>And then, and then just grow from that. So UiPath has to pivot to a platform play. They started this back in 2019, but as you know, it takes a long time to integrate stuff. Okay. So they're, they're, they're working through that. But this is, you know, Rob ends and put up on the, the slide go big, I, I tweeted, took a page outta Michael Dell. Go big or go home. Final thoughts before we break? >>I think go big or go home is pretty much sums it up. I mean this is, this is an existential mission that UiPath is on right now, starting to stay forward. They need to seize that high ground of platform versus tool set. Otherwise they will never get beyond where they are now. I I I, I do wanna mention too, to folks in the audience, there's a huge difference between a billion dollar valuation and a billion dollars in revenue every year. So, so, you know, these, these guys have reached a milestone, there's no question about that. But to get to that next level platform, platform, platform, and I know we'll be, we'll be probing our guests on that question over the next couple years. >>Yeah. And the key is obviously gonna be keep servicing the customers, you know, all the financial machinations and you know, they reduced yesterday their guidance from the high end being 25% ARR growth down to roughly 20% when you, when you factor out currency conversions. UiPath has a lot of business overseas. They're taking that overseas revenue and converting it back to dollars though dollars are appreciated. So they're less of them. I know this is kind of the inside baseball, but, but we're gonna get into that over the next two days. Dave Ante and Dave, you're watching the Cubes coverage of UI path forward, five from Las Vegas. We'll be right back, right after this short break.
SUMMARY :
The Cube presents UI Path Forward five, brought to you by And Daniel Deez, the founder of the company, And that's the thing you always Aren't you essentially just automating stuff? when we, you know, one of the things that was talked about in the keynote was this idea of an army of you know, all the rage. a software robot on my desk doing, you know, mimicking what I do with the script to this question of, you know, make the case that this is actually a platform But They had a much e easier to install, you know, Automation Anywhere, He said, you know, the old adage better, And how you say that a hundred thousand employees important that they, that they demonstrate this to the marketplace, that they are a and they chose UI path to automate their SAP installation, play because the thing I failed to mention is Microsoft a couple years ago made a tuck in acquisition and SAP would tell you that they have the same thing and, They started this back in 2019, but as you know, it takes a long time to integrate stuff. So, so, you know, you know, they reduced yesterday their guidance from the high end being 25% ARR growth
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
David Nicholson | PERSON | 0.99+ |
five | QUANTITY | 0.99+ |
2005 | DATE | 0.99+ |
Bobby | PERSON | 0.99+ |
Lisa Martin | PERSON | 0.99+ |
Dave | PERSON | 0.99+ |
Mary | PERSON | 0.99+ |
Spain | LOCATION | 0.99+ |
Rob Sland | PERSON | 0.99+ |
40% | QUANTITY | 0.99+ |
UiPath | ORGANIZATION | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
Rob | PERSON | 0.99+ |
50% | QUANTITY | 0.99+ |
Vegas | LOCATION | 0.99+ |
12 billion | QUANTITY | 0.99+ |
2019 | DATE | 0.99+ |
Michael Dell | PERSON | 0.99+ |
Mary Telo | PERSON | 0.99+ |
Patrick | PERSON | 0.99+ |
20% | QUANTITY | 0.99+ |
Bobby Patrick | PERSON | 0.99+ |
Ted Coomer | PERSON | 0.99+ |
Javier | PERSON | 0.99+ |
Shim Gupta | PERSON | 0.99+ |
Singapore | LOCATION | 0.99+ |
Uber | ORGANIZATION | 0.99+ |
David | PERSON | 0.99+ |
25% | QUANTITY | 0.99+ |
Venetian | LOCATION | 0.99+ |
Las Vegas | LOCATION | 0.99+ |
last week | DATE | 0.99+ |
ORGANIZATION | 0.99+ | |
one year | QUANTITY | 0.99+ |
3,500 people | QUANTITY | 0.99+ |
Rob Ensslin | PERSON | 0.99+ |
250 sessions | QUANTITY | 0.99+ |
last year | DATE | 0.99+ |
Cubes | ORGANIZATION | 0.99+ |
50 | QUANTITY | 0.99+ |
two weeks | QUANTITY | 0.99+ |
New York | LOCATION | 0.99+ |
fourth theme | QUANTITY | 0.99+ |
San Convention Center | LOCATION | 0.99+ |
Today | DATE | 0.99+ |
first | QUANTITY | 0.99+ |
7% | QUANTITY | 0.99+ |
one | QUANTITY | 0.99+ |
Orange | TITLE | 0.99+ |
fourth time | QUANTITY | 0.99+ |
third | QUANTITY | 0.99+ |
Dave Ante | PERSON | 0.98+ |
yesterday | DATE | 0.98+ |
second thing | QUANTITY | 0.98+ |
today | DATE | 0.98+ |
SAP | ORGANIZATION | 0.98+ |
Sans Convention Center | LOCATION | 0.97+ |
first exposure | QUANTITY | 0.96+ |
UI path | ORGANIZATION | 0.96+ |
Daniel Deez | PERSON | 0.96+ |
300 3500 attendees | QUANTITY | 0.96+ |
one time | QUANTITY | 0.96+ |
billion dollar | QUANTITY | 0.96+ |
two things | QUANTITY | 0.96+ |
150% ROI | QUANTITY | 0.95+ |
Vital | ORGANIZATION | 0.95+ |
Forester | ORGANIZATION | 0.95+ |
both | QUANTITY | 0.95+ |
billion dollars | QUANTITY | 0.94+ |
50 million new customers | QUANTITY | 0.94+ |
10 x | QUANTITY | 0.93+ |
First | QUANTITY | 0.93+ |
UI Path Forward five | TITLE | 0.92+ |
one and a half times | QUANTITY | 0.92+ |
Breaking Analysis: UiPath is a Rocket Ship Resetting its Course
>> From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> Like a marathon runner pumped up on adrenaline, UiPath sprinted to the lead in what is surely going to be a long journey toward enabling the modern automated enterprise. Now, in doing so the company has established itself as a leader in enterprise automation while at the same time, it got out over its skis on critical execution items and it disappointed investors along the way. In our view, the company has plenty of upside potential, but will have to slog through its current challenges, including restructuring its go-to market, prioritizing investments, balancing growth with profitability and dealing with a very difficult macro environment. Hello and welcome to this week's Wikibon Cube insights powered by ETR. In this Breaking Analysis and ahead of Forward 5, UiPath's big customer event, we once again dig into RPA and automation leader, UiPath, to share our most current data and view of the company's prospects relative to the competition and the market overall. Now, since the pandemic, four sectors have consistently outperformed in the overall spending landscape in the ETR dataset, cloud, containers, machine learning/AI, and robotic process automation. For the first time in a long time ML and AI and RPA have dropped below the elevated 40% line shown in this ETR graph with the red dotted line. The data here plots the net score or spending momentum for each sector with we put in video conferencing, we added it in simply to provide height to the vertical access. Now, you see those squiggly lines, they show the pattern for ML/AI and RPA, and they demonstrate the downward trajectory over time with only the most current period dropping below the 40% net score mark. While this is not surprising, it underscores one component of the macro headwinds facing all companies generally and UiPath specifically, that is the discretionary nature of certain technology investments. This has been a topic of conversation on theCUBE since the spring spanning data players like Mongo and Snowflake, the cloud, security, and other sectors. The point is ML/AI and RPA appear to be more discretionary than certain sectors, including cloud. Containers most likely benefit from the fact that much of the activity is spending on internal resources, staff like developers as much of the action in containers is free and open source. Now, security is not shown on this graphic, but as we've reported extensively in the last week at CrowdStrike's Falcon conference, security is somewhat less discretionary than other sectors. Now, as it relates to the big four that we've been highlighting since the pandemic hit, we're starting to see priorities shift from strategic investments like AI and automation to more tactical areas to keep the lights on. UiPath has not been immune to this downward pressure, but the company is still able to show some impressive metrics. Here's a snapshot chart from its investor deck. For the first time UiPath's ARR has surpassed $1 billion. The company now has more than 10,000 customers with a large number generating more than $100,000 in ARR. While not shown in this data, UiPath reported this month in its second quarter close that it had $191 million plus ARR customers, which is up 13% sequentially from its Q1. As well, the company's NRR is over 130%, which is very solid and underscores the low churn that we've previously reported for the company. But with that increased ARR comes slower growth. Here's some data we compiled that shows the dramatic growth in ARR, the blue bars, compared with the rapid deceleration and growth. That's the orange line on the right hand access there. For the first time UiPath's ARR growth dipped below 50% last quarter. Now, we've projected 34% and 25% respectively for the company's Q3 in Q4, which is slightly higher than the upper range of UiPath's CFO, Ashim Gupta's guidance from the last earnings call. That still puts UiPath exiting its fiscal year at a 25% ARR growth rate. While it's not unexpected that a company reaching $1 billion in ARR, that milestone, will begin to show lower, slower growth, net new ARR is well off its fiscal year '22 levels. The other perhaps more concerning factor is the company, despite strong 80% gross margins, remains unprofitable and free cash flow negative. New CEO, Rob Enslin, has emphasized the focus on profitability, and we'd like to see a consistent and more disciplined Rule of 40 or Rule of 45 to 50 type of performance going forward. As a result of this decelerating growth and lowered guidance stemming from significant macro challenges including currency fluctuations and weaker demand, especially in Europe and EP and inconsistent performance, the stock, as shown here, has been on a steady decline. What all growth stocks are facing, you know, challenges relative to inflation, rising interest rates, and looming recession, but as seen here, UiPath has significantly underperformed relative to the tech-heavy NASDAQ. UiPath has admitted to execution challenges, and it has brought in an expanded management team to facilitate its sales transition and desire to become a more strategic platform play versus a tactical point product. Now, adding to this challenge of foreign exchange issues, as we've previously reported unlike most high flying tech companies from Silicon Valley, UiPath has a much larger proportion of its business coming from locations outside of the United States, around 50% of its revenue, in fact. Because it prices in local currencies, when you convert back to appreciated dollars, there are less of them, and that weighs down on revenue. Now, we asked Breaking Analysis contributor, Chip Simonton, for his take on this stock, and he told us, "From a technical standpoint, there's really not much you can say, it just looks like a falling knife. It's trading at an all time low but that doesn't mean it can't go lower. New management with a good product is always a positive with a stock like this, but this is just a bad environment for UiPath and all growth stocks really, and," he added, "95% of money managers have never operated in this type of environment before. So that creates more uncertainty. There will be a bottom, but picking it in this high-inflation, high-interest rate world hasn't worked too well lately. There's really no floor to these stocks that don't have earnings, until you start to trade to cash levels." Well, okay, let's see, UiPath has $1.6 billion in cash in the balance sheet and no debt, so we're a long ways off from that target, the cash value with its current $7 billion valuation. You have to go back to April 2019 to UiPaths Series D to find a $7 billion valuation. So Simonton says, "The stock still could go lower." The valuation range for this stock has been quite remarkable from around $50 billion last May to $7 billion today. That's quite a swing. And the spending data from ETR sort of supports this story. This graphic here shows the net score or spending momentum granularity for UiPath. The lime green is new additions to the platform. The forest green is spending 6% or more. The gray is flat spending. The pink is spending down 6% or worse. And the bright red is churn. Subtract the red from the green and you get net score, which is that blue line. The yellow line is pervasiveness within the data set. Now, that yellow line is skewed somewhat because of Microsoft citations. There's a belief from some that competition from Microsoft is the reason for UiPath's troubles, but Microsoft is really delivering RPA for individuals and isn't an enterprise automation platform at least not today, but it's Microsoft, so you can't discount their presence in the market. And it probably is having some impact, but we think there are many other factors weighing on UiPath. Now, this is data through the July survey but taking a glimpse at the early October returns they're trending with the arrows, meaning less green more gray and red, which is going to lower UiPath's overall net score, which is consistent with the macro headwinds and the business performance that it's been seeing. Now, nonetheless, UiPath continues to get high marks from its customers, and relative to it's peers it maintains a leadership position. So this chart from ETR, shows net score or spending velocity in the vertical access, an overlap or presence in the dataset on the horizontal access. Microsoft continues to have a big presence, and as we mentioned, somewhat skews the data. UiPath has maintained its lead relative to automation anywhere on the horizontal access, and remains ahead of the legacy pack of business process and other RPA vendors. Solonis has popped up in the ETR data set recently as a process mining player and has a pretty high net score. It's a critical space UiPath has entered, via its acquisition of ProcessGold back in October 2019. Now, you can also see what we did is we added in the Gartner Magic Quadrant for robotic process automation. We didn't blow it up here but we circled the position of UiPath. You can see it's leading in both the vertical and the horizontal access, ahead of automation anywhere as well as Microsoft and others. Now, we're still not seeing the likes of SAP, Service Now, and Salesforce showing up in the ETR data, but these enterprise software vendors are in a reasonable position to capitalize on automation opportunities within their installed basis. This is why it's so important that UiPath transitions to an enterprise-wide horizontal play that can cut across multiple ERP, CRM, HCM, and service management platforms. While the big software companies can add automation to their respective stovepipes, and they're doing that, UiPath's opportunity is to bring automation to enable enterprises to build on top of and across these SaaS platforms that most companies are running. Now, on the chart, you see the red arrows slanting down. That signifies the expected trend from the upcoming October ETR survey, which is currently in the field and will run through early next month. Suffice it to say that there is downward spending pressure across the board, and we would expect most of these names, including UiPath, to dip below the 40% dotted line. Now, as it relates to the conversation about platform versus product, let's dig into that a bit more. Here's a graphic from UiPath's investor deck that underscores the move from product to platform. UiPath has expanded its platform from its initial on-prem point product to focus on automating tasks for individuals and back offices to a cloud-first platform approach. The company has added in technology from a number of acquisitions and added organically to those. These include, the previously mentioned, ProcessGold for process discovery, process documentation from the acquisition of StepShot, API automation via the acquisition of Cloud Elements, to its more recent acquisition of Re:infer, a natural language processing specialist. Now, we expect the platform to be a big focus of discussion at Forward 5 next week in Las Vegas. So let's close in on our expectations for the three-day event next week at the Venetian. UiPath's user conference has grown over the years and the Venetian should be by far be the biggest and most heavily attended in the company's history. We expect UiPath to really emphasize the role of automation, specifically in the context of digital transformation, and how UiPath has evolved, again, from point product to platform to support digital transformation. Expect to focus on platform maturity. When UiPath announced its platform intentions back in 2019, which was the last physical face-to-face customer event prior to COVID, it essentially was laying out a statement of direction. And over the past three years, it has matured the platform and taken it from vision to reality. You know, I said the last event, actually, the last event was 2021. Of course, theCUBE was there at the Bellagio in Las Vegas. But prior to that, 2019 is when they laid out that platform vision. Now, in a conjunction with this evolution, the company has evolved its partnerships, pairing up with the likes of Snowflake and the data cloud, CrowdStrike, to provide better security, and, of course, the big Global System Integrators, to help implement enterprise automation. And this is where we expect to hear a lot from customers. I've heard, there'll be over 100 speaking at the show about the outcomes and how they're digitally transforming. Now, I mentioned earlier that we haven't seen the big ERP and enterprise software companies show up yet in the ETR data, but believe me they're out there and they're selling automation and RPA and they're competing. So expect UiPath to position themselves and deposition those companies. Position UiPath as a layer above these bespoke platforms shown here on number four. With process discovery and task discovery, building automation across enterprise apps, and operationalizing process workflows as a horizontal play. And I'm sure there'll be some new graphics on this platform that we can share after the event that will emphasize this positioning. And finally, as we showed earlier in the platform discussion, we expect to hear a lot about the new platform capabilities and use cases, and not just RPA, but process mining, testing, testing automation, which is a new vector of growth for UiPath, document processing. And also, we expect UiPath to address its low code development capabilities to expand the number of people in the organization that can create automation capabilities and automations. Those domain experts is what we're talking about here that deeply understand the business but aren't software engineers. Enabling them is going to be really important, and we expect to hear more about that. And we expect this conference to set the tone for a new chapter in UiPath's history. The company's second in-person gathering, but the first one was last October. So really this is going to be sort of a build upon that, and many in-person events. For the first time this year, UiPath was one of the first to bring back its physical event, but we expect it to be bigger than what was at the Bellagio, and a lot of people were concerned about traveling. Although UiPath got a lot of customers there, but I think they're going to really up the game in terms of attendance this year. And really, that comparison is unfair because UiPath, again, it was sort of the middle of COVID last year. But anyway, we expect this new operations and go-to-market oriented focus from co-CEO, Rob Enslin, and new sales management, we're going to be, you know, hearing from them. And the so-called adult supervision has really been lacking at UiPath, historically. Daniel Dines will no doubt continue to have a big presence at the event and at the company. He's not a figurehead by any means. He's got a deep understanding of the product and the market and we'll be interviewing both Daniel and Rob Enslin on theCUBE to find out how they see the future. So tune in next week, or if you're in Las Vegas, definitely stop by theCUBE. If you're not go to thecube.net, you'll be able to watch all of our coverage. Okay, we're going to leave it there today. I want to thank Chip Simonton again for his input to today's episode. Thanks to Alex Morrison who's on production and manages our podcasts. Ken Schiffman, as well, from our Boston office, our Boston studio. Kristen Martin, and Cheryl Knight, they helped get the word out on social media and in our newsletters. And Rob Hof is our editor in chief over at SiliconANGLE that does some great editing. Thanks all. Remember, these episodes are all available as podcasts wherever you listen. All you got to do is search Breaking Analysis Podcasts. I publish each week on wikibon.com and siliconangle.com, and you could email me at david.vellante@siliconangle.com or DM me @dvellante. If you got anything interesting, I'll respond. If not, please keep trying, or comment on my LinkedIn post and please do check out etr.ai for the best survey data in the enterprise tech business. This is Dave Vellante for theCUBE insights powered by ETR. Thanks for watching, and we'll see you next time on Breaking Analysis. (gentle techno music)
SUMMARY :
in Palo Alto in Boston, but the company is still able to show
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Alex Morrison | PERSON | 0.99+ |
UiPath | ORGANIZATION | 0.99+ |
Dave Vellante | PERSON | 0.99+ |
Ken Schiffman | PERSON | 0.99+ |
Kristen Martin | PERSON | 0.99+ |
Cheryl Knight | PERSON | 0.99+ |
Daniel | PERSON | 0.99+ |
April 2019 | DATE | 0.99+ |
October 2019 | DATE | 0.99+ |
Chip Simonton | PERSON | 0.99+ |
Rob Enslin | PERSON | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
40% | QUANTITY | 0.99+ |
Rob Hof | PERSON | 0.99+ |
$7 billion | QUANTITY | 0.99+ |
$191 million | QUANTITY | 0.99+ |
Las Vegas | LOCATION | 0.99+ |
$1 billion | QUANTITY | 0.99+ |
Palo Alto | LOCATION | 0.99+ |
$1.6 billion | QUANTITY | 0.99+ |
UiPaths | ORGANIZATION | 0.99+ |
NASDAQ | ORGANIZATION | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
next week | DATE | 0.99+ |
Europe | LOCATION | 0.99+ |
25% | QUANTITY | 0.99+ |
80% | QUANTITY | 0.99+ |
July | DATE | 0.99+ |
United States | LOCATION | 0.99+ |
david.vellante@siliconangle.com | OTHER | 0.99+ |
last year | DATE | 0.99+ |
Ashim Gupta | PERSON | 0.99+ |
2019 | DATE | 0.99+ |
34% | QUANTITY | 0.99+ |
early October | DATE | 0.99+ |
more than $100,000 | QUANTITY | 0.99+ |
2021 | DATE | 0.99+ |
more than 10,000 customers | QUANTITY | 0.99+ |
last May | DATE | 0.99+ |
three-day | QUANTITY | 0.99+ |
Simonton | PERSON | 0.99+ |
Daniel Dines | PERSON | 0.99+ |
Boston | LOCATION | 0.99+ |
around $50 billion | QUANTITY | 0.99+ |
last week | DATE | 0.99+ |
early next month | DATE | 0.99+ |
last October | DATE | 0.99+ |
each week | QUANTITY | 0.99+ |
October | DATE | 0.99+ |
this year | DATE | 0.98+ |
siliconangle.com | OTHER | 0.98+ |
around 50% | QUANTITY | 0.98+ |
today | DATE | 0.98+ |
both | QUANTITY | 0.98+ |
wikibon.com | OTHER | 0.98+ |
over 100 | QUANTITY | 0.98+ |
SiliconANGLE | ORGANIZATION | 0.98+ |
Quantcast The Cookie Conundrum: A Recipe for Success
>>what? Hello, I'm john free with the cube. I want to welcome Conrad Feldman, the founder and Ceo of Kwan cast here to kick off the quan cast industry summit on the demise of third party cookies. The events called the cookie conundrum, a recipe for success. The changing advertising landscape, super relevant conversation just now. More than ever. Conrad welcome to your own program kicking this off. Thanks for holding this event. It's a pleasure. Great to chat with you today. So a big fan been following your company since the founding of it. Been analytics is always the prize of any data driven company. Media. Anything's all data driven now. Um, talk about the open internet because now more than ever it's under siege. As I, as I mentioned in my open, um, we've been seeing the democratization, a new trend of decentralization. We're starting to see um, you know, everyone's present online now, Clay Shirky wrote a book called, here comes everyone in 2005. Well everyone's here. Right? So you know, we're here, it's gonna be more open. But yet people are looking at as close right now. You're seeing the big players, um, or in the data. What's your vision of this open internet? >>Well, an open internet exists for everyone. And if you think about the evolution of the internet, when the internet was created for the first time really in history, anyone that had access to the internet could publish the content, whatever they were interested in and could find an audience. And of course that's grown to where we are today, where five billion people around the world are able to engage in all sorts of content, whether that's entertainment or education, news, movies. What's perhaps not so widely understood is that most of that content is paid for by advertising and there's a lot of systems that support advertising on the open Internet and some of those are under siege today certainly. >>And what's the big pressure point? Is it just more control the data? Is it just that these walled gardens are wanting to, you know, suck the audience in there? Is that monetization driving it? What's where's the friction? >>Well, the challenges is sort of the accumulation of power into a really small number of now giant corporations who have actually reduced a lot of the friction that marketers have in spending their money effectively. And it means that those companies are capturing a disproportionate spend of the ad budgets that fund digital content. So the problem is if more of the money goes to them, less of its going to independent content creators. It's actually getting harder for independent voices to emerge and be heard. And so that's the real challenges. That has more power consolidates into just a limited number of tech giants. The funding path for the open Internet becomes constrained and there'll be less choice for consumers without having to pay for subscriptions. >>Everyone knows the more data you have the better and certainly, but the centralized power when the trend is going the other way, the consensus is everyone wants to be decentralized more truth, more trust all this is being talked about on the heels of the google's news around, you know, getting rid of third party cookies and others have followed suit. Um, what does this mean? I mean, this cookies have been the major vehicle for tracking and getting that kind of data. What is gonna be replaced with what is this all about? And can you share with us what the future will look like? >>Sure, Well, just as advertising funds the open Internet is advertising technology that supports that advertising spend. It supports sort of the business of advertising that funds the open Internet. And within all of that technology is the need for different systems to be able to align around um the identification of for example, a consumer, Have they been to this site before? Have they seen an ad before? So there's all of these different systems that might be used for advertising for measurement, for attribution, for creating personalization. And historically they've relied upon the third party cookie as the mechanism for synchronization. Well, the third party cookie has been in decline for some time. It's already mostly gone from actually apple safari browser, but google's chrome has so much control over how people access the internet. And so it was when Google announced that chrome was going to deprecate the third party cookie, that it really sort of focus the minds of the industry in terms of finding alternative ways to tailor content and ultimately to just simply measure the effectiveness of advertising. And so there's an enormous amount of um innovation taking place right now to find alternative solutions. >>You know, some are saying that the free open internet was pretty much killed when, you know, the big comes like facebook and google started bringing all this data and kind of pulls all sucks all the auction in the room, so to speak. What's this mean with cookies now getting, getting rid of um, by google has an impact publishers because is it helpful? I mean hurtful. I mean, where's the where is that, what the publisher impact? >>Well, I don't think anyone really knows right now. So first of all, cookies weren't necessarily a very good solution to the sort of the challenge of maintaining state and understanding those sorts of the delivery of advertising and so on. It's just the one that's commonly used, I think for different publishers it may mean different things. But many publishers need to be able to demonstrate the value and the effectiveness of the advertising solutions that they deliver. So they'll be innovating in terms of how they use their first party data. They'll be continuing to use contextual solutions that have long been used to create advertising relevant, relevant. I think the big question of course is how we're going to measure it that any of this is effective at all because everyone relies upon measuring advertising effectiveness to justify capturing those budgets in the first place. >>You know, you mentioned contextual come up a lot also in the other interviews we've done with the folks in the around the internet around this topic of machine learning is a big 12 What is the impact of this with the modernization of the solution? You mentioned cookies? Okay cookies, old technology. But the mechanisms in this ecosystem around it or not, it funds the open internet. What is that modern solution that goes that next level? Is it contextual metadata? Is that shared systems? What's the it's the modernization of that. >>It's all of those and and more. There's no there's no single solution to replace the third party cookie. There'll be a combination of solutions. Part of that will be alternative identity mechanisms. So you know, you will start to see more registration wars to access content so that you have what's called a deterministic identify there will be statistical models so called probabilistic models, contextual has always been important. It will become more important and it will be combined with we use contextual combining natural language processing with machine learning models to really understand the detailed context of different pages across the internet. You'll also see the use of first party data and there are discussions about shared data services as well. I think there's gonna be a whole set of different innovations that will need to inter operate and it's going to be an evolutionary process as people get used to using these different systems to satisfy the different stages of the media fulfillment cycle from research and planning to activation to measurement. >>You know, you put up walled gardens. I want to just touch on the on on this kind of concept of walled gardens and and and and compare and contrast that with the demand for community, open internet has always fostered a community vibe. You see network effects mostly in distinct user communities or subnets of sub networks. If you will kind of walled gardens became that kind of group get together but then became more of a media solution to make the user is the product, as they say, facebook's a great example, right? People talk about facebook and from that misinformation abuse walled garden is not the best thing happening right now in the world, but yet is there any other other choice? That's how they're going to make money? But yet everyone wants trust, truth community. Are they usually exclusive? How do you see this evolving, what's your take? >>Well, I think the open internet is a, is a forum where anyone can have their voice, uh, put their voice out there and have it discovered and it's in that regard, it's a it's a force for good look. I think there are there are challenges, obviously in terms of some of the some of the optimization that takes place with inside the walled gardens, which is, is sort of optimized to drive engagement can have some unintended consequences. Um obviously that's something that's, that's broadly being discussed today and the impact on society, but sort of more at a more pointed level, it's just the absorption of advertising dollars. There's a finite amount of money from advertisers. It's estimated to be $400 billion this year in digital advertising. So it's a huge amount of money in terms of funding the open Internet, which sounds great except for its increasingly concentrated in a tiny number of companies. And so, you know, our job at Quan cast as champions of the free and open Internet is to help direct money effectively to publishers across the open internet and give advertisers a reliable, repeatable way of accessing the audiences that they care about in the environment they care about and delivering advertising results. >>It's a publisher, we care a lot about what our audience wants and try to serve them and listen to them. If we could get the data, we want that data and then also broker in the monetization with advertisers, who might want to reach that audience in whatever way. So this brings up the question of, you know, automation and role of data. You know, this is a huge thing to having that data closed loop, if you will for for publishers. But yet most publishers are small, some niche. And even as they can become super large, they don't have all the data and more, the more data, the better the machine learning. So what's the answer to this as it goes forward? How do we get there? What's the dots that that we need to connect to get that future state? >>So I think it takes it takes companies working together effectively. I think a really important part of it is, is a more direct conversation with consumers. We've seen that change beginning to happen over the past few years with the introduction of regulations that require clear communication to consumers about the data that's captured. And y and I think that creates an opportunity to explain to your audience is the way in which content is funded. So I think that consumer that consumer conversation will be part of the collective solution. >>You know, I want to as we wind down this kickoff segment, get your thoughts and vision around um, the evolution of the internet and you guys have done some great work at quan Cast is well documented, but everyone used to talk about traffic by traffic, then it became cost of acquisitions. PPC search. This is either mechanisms that people have been using for a long, long time, then you know, your connections but audience is about traffic, audience traffic. If this if my family is online, doesn't it become about networks and the people. So I want to get your thoughts and your vision because if community is going to be more important than people agree that it is and things are gonna be decentralized, more openness, more voices to be heard. You need to dress ability. The formation of networks and groups become super important. What's your vision on that? >>So my vision is to create relevance and utility for consumers. I think that's one of the things that's often forgotten is that when we make advertising more relevant and useful for consumers, it automatically fulfils the objectives that publishers and marketers have, everyone wins when advertising is more relevant. And our vision is to make advertising relevant across the entire open internet so that that ad supported model can continue to flourish and that five billion and hopefully many more billions in the future, people around the world have access to high quality, diverse content. >>If someone asked you Conrad, what is quant cast doing to make the open internet viable now that cookies are going away? What's the answer? >>So well, the cookie pieces is a central piece of it in terms of finding solutions that will enable sort of planning activation and measurement post cookies and we have a lot of innovation going on. There were also working with a range of industry bodies and our and our partners to build solutions for this. What we're really trying to do is to make buying the open internet as straightforward for marketers as it is today and buying the walled gardens. The reason the walled gardens capture so much money is they made it really easy for marketers to get results, marketers would like to be able to spend their money across all of the diverse publishes the open internet. You know, our job at Comcast is to make it just as easy to effectively spend money in funding the content that they really care about in reaching the audiences that they want. >>Great stuff. Great Mission. Conrad, thanks for coming on. Conrad Feldmann founder and Ceo here at the cookie conundrum recipe for success event, Quant Cast Industry summit on the demise of third party cookies. Thank you. Conrad appreciate it. Thank you. Yeah, I'm john ferrier, stay with us for more on the industry event around the middle cookies. Mhm Yeah, yeah, thank you. Mhm. Welcome back to the Qantas industry summit on the demise of third party cookies, the cookie conundrum, a recipe for success. I'm john furrier host of the cube, the changing landscape of advertising is here and shit Gupta, founder of you of digital is joining us chief. Thanks for coming on this segment. Really appreciate, I know you're busy, you've got two young kids as well as providing education to the digital industry, you got some kids to take care of and train them to. So welcome to the cube conversation here as part of the program. >>Yeah, thanks for having me excited to be here. >>So the office of the changing landscape of advertising really centers around the open to walled garden mindset of the web and the big power players. We know the big 34 tech players dominate the marketplace so clearly in a major inflection point and we've seen this movie before Web mobile revolution which was basically a reply platform NG of capabilities. But now we're in an error of re factoring the industry, not re platt forming a complete changing over of the value proposition. So a lot at stake here as this open web, open internet, global internet evolves. What are your, what's your take on this, this industry proposals out there that are talking to this specific cookie issue? What does it mean? And what proposals are out there? >>Yeah, so, you know, I I really view the identity proposals and kind of to to kind of groups, two separate groups. So on one side you have what the walled gardens are doing and really that's being led by google. Right, so google um you know, introduce something called the privacy sandbox when they announced that they would be deprecating third party cookies uh as part of the privacy sandbox, they've had a number of proposals unfortunately, or you know, however you want to say they're all bird themed for some reason, I don't know why. Um but the one, the bird theme proposal that they've chosen to move forward with is called flock, which stands for Federated learning of cohorts. And essentially what it all boils down to is google is moving forward with cohort level learning and understanding of users in the future after third party cookies, unlike what we've been accustomed to in this space, which is a user level understanding of people and what they're doing online for targeting tracking purposes. And so that's on one side of the equation, it's what google is doing with flock and privacy sandbox now on the other side is, you know, things like unified I. D. Two point or the work that I. D five is doing around building new identity frameworks for the entire space that actually can still get down to the user level. Right? And so again, unified I. D. Two point oh comes to mind because it's the one that's probably got the most adoption in the space. It's an open source framework. So the idea is that it's free and pretty much publicly available to anybody that wants to use it and unified, I need to point out again is user level. So it's it's basically taking data that's authenticated data from users across various websites you know that are logging in and taking those authenticated users to create some kind of identity map. And so if you think about those two work streams right, you've got the walled gardens and or you know, google with flock on one side and then you've got unified I. D. Two point oh and other I. D. Frameworks for the open internet. On the other side, you've got these two very differing type of approaches to identity in the future. Again on the google side it's cohort level, it's going to be built into chrome. Um The idea is that you can pretty much do a lot of the things that we do with advertising today, but now you're just doing it at a group level so that you're protecting privacy, whereas on the other side of the open internet you're still getting down to the user level. Um And that's pretty powerful. But the the issue there is scale, right? We know that a lot of people are not logged in on lots of websites. I think the stat that I saw is under five of all website traffic is authenticated. So really if you if you simplify things you boil it all down, you have kind of these two very differing approaches. >>I guess the question it really comes down to what alternatives are out there for cookies and which ones do you think will be more successful? Because I think, you know, the consensus is at least from my reporting, in my view, is that the world agrees. Let's make it open, Which one is going to be better. >>Yeah, that's a great question, john So as I mentioned, right, we have we have to kind of work streams here, we've got the walled garden work streams, work stream being led by google and their work around flock, and then we've got the open internet, right? Let's say unified I. D to kind of represents that. I personally don't believe that there is a right answer or an endgame here. I don't think that one of them wins over the other, frankly, I think that, you know, first of all, you have those two frameworks, neither of them are perfect, they're both flawed in their own ways. There are pros and cons to both of them. And so what we're starting to see now is you have other companies kind of coming in and building on top of both of them as kind of a hybrid solution. Right? So they're saying, hey, we use, you know, an open I. D. Framework in this way to get down to the user level and use that authenticated data and that's important. But we don't have all the scale. So now we go to google and we go to flock to kind of fill the scale. Oh and hey, by the way, we have some of our own special sauce, right? We have some of our own data, we have some of our own partnerships, we're gonna bring that in and layer it on top. Right? And so really where I think things are headed is the right answer, frankly, is not one or the other. It's a little mishmash of both. With a little extra something on top. I think that's that's what we're starting to see out of a lot of companies in the space. And I think that's frankly where we're headed. >>What do you think the industry will evolve to, in your opinion? Because I think this is gonna, you can't ignore the big guys on this because these programmatic you mentioned also the data is there. But what do you think the market will evolve to with this, with this conundrum? >>So, so I think john where we're headed? You know, I think we're right now we're having this existential existential crisis, right? About identity in this industry, because our world is being turned upside down, all the mechanisms that we've used for years and years are being thrown out the window and we're being told they were gonna have new mechanisms, Right? So cookies are going away device ids are going away and now we got to come up with new things and so the world is being turned upside down and everything that you read about in the trades and you know, we're here talking about it, right? Like everyone's always talking about identity right now, where do I think this is going if I was to look into my crystal ball, you know, this is how I would kind of play this out. If you think about identity today. Right? Forget about all the changes. Just think about it now and maybe a few years before today, Identity for marketers in my opinion has been a little bit of a checkbox activity. Right? It's been hey, um, okay, uh, you know ad tech company or a media company, do you have an identity solution? Okay. Tell me a little bit more about it. Okay, Sounds good. That sounds good. Now can we move on and talk about my business and how are you going to drive meaningful outcomes or whatever for my business? And I believe the reason that is, is because identity is a little abstract, right? It's not something that you can actually get meaningful validation against. It's just something that, you know. Yes, You have it. Okay, great. Let's move on, type of thing. Right. And so that, that's, that's kind of where we've been now, all of a sudden The cookies are going away, the device ids are going away. And so the world is turning upside down in this crisis of how are we going to keep doing what we were doing for the last 10 years in the future. So everyone's talking about it and we're trying to re engineer right? The mechanisms now if I was to look into the crystal ball right 2 3 years from now where I think we're headed is not much is going to change. And what I mean by that john is um uh I think that marketers will still go to companies and say do you have an ID solution? Okay tell me more about it. Okay uh Let me understand a little bit better. Okay you do it this way. Sounds good. Now the ways in which companies are going to do it will be different right now. It's flock and unified I. D. And this and that right. The ways the mechanisms will be a little bit different but the end state right? Like the actual way in which we operate as an industry and kind of like the view of the landscape in my opinion will be very simple or very similar, right? Because marketers will still view it as a tell me you have an ID solution. Make me feel good about it. Help me check the box and let's move on and talk about my business and how you're going to solve for my needs. So I think that's where we're going. That is not by any means to discount this existential moment that we're in. This is a really important moment where we do have to talk about and figure out what we're going to do in the future. My just my viewpoint is that the future will actually not look all that different than the present. >>And I'll say the user base is the audience. Their their data behind it helps create new experiences, machine learning and Ai are going to create those and we have the data you have the sharing it or using it as we're finding shit Gupta great insight dropping some nice gems here. Founder of you of Digital and also the Adjunct professor of Programmatic advertising at Levi School of Business and santa Clara University professor. Thank you for coming dropping the gems here and insight. Thank you. >>Thanks a lot for having me john really appreciate >>it. Thanks for watching. The cooking 100 is the cube host Jon ferrier me. Thanks for watching. Mhm. Yeah. Mhm. Hello welcome back to the cookie conundrum recipe for success and industry conference and summit from Guanacaste on the demise of third party cookies. Got a great industry panel here to break it down chris Gunther Senior Vice president Global Head of programmatic at news corp chris thanks for coming on Zal in Managing Director Solutions at Z axis and Summer Simpson. Vice president Product at quan cast stellar panel. Looking forward to this conversation. Uh thanks for coming on and chatting about the cookie conundrum. Thank you for having us. So chris we'll start with you at news corp obviously a major publisher deprecation of third party cookies affects everyone. You guys have a ton of traffic, ton of audience across multiple formats. Um, tell us about the impact to you guys and the reliance he has had on them. And what are you gonna do to prepare for this next level change? >>Sure. I mean, I think like everyone in this industry there's uh a significant reliance and I think it's something that a lot of talk about audience targeting but obviously that reliance on third party cookies pervasive across the whole at tech ecosystem Martek stack. And so you know, we have to think about how that impact vendor vendors, we work with what it means in terms of use cases across marketing, across advertising, across site experience. So, you know, without a doubt, it it's it's significant, but you know, we look at it as listen, it's disruptive, uh, disruption and change is always a little scary. Um, but overall it's a, it's a long overdue reset. I mean, I think that, you know, our perspective is that the cookies, as we all know was it was a crutch, right sort of a technology being used in way it shouldn't. Um, and so as we look at what's going to happen presumably after Jan 2022 then it's, it's a good way to kind of fix on some bad practices practices that lead to data leakage, um, practice or devalue for our perspective, some of the, you know, we offered as as publishers and I think that this is a key thing is that we're not just looking to as we look at the post gender world, not just kind of recreating the prior world because the prior world was flawed or I guess you could say the current world since it hasn't changed yet. But the current world is flawed. Let's not just not, you know, let's not just replicate that. Let's make sure that, you know, third party cookie goes away. Other work around like fingerprinting and things like that. You know, also go away so philosophically, that's where our heads at. And so as we look at how we are preparing, you know, you look at what are the core building blocks of preparing for this world. Obviously one of the key ones is privacy compliance. Like how do we treat our users with consent? Yeah, obviously. Are we um aligned with the regulatory environments? Yeah. In some ways we're not looking just a Jan 2022, but Jan 23 where there's gonna be the majority of our audiences we covered by regulation. And so I think from regulation up to data gathering to data activation, all built around an internal identifier that we've developed that allows us to have a consistent look at our users whether they're logged in or obviously anonymous. So it's really looking across all those components across all our sites and in all in a privacy compliant way. So a lot of work to be done, a lot of work in progress. But we're >>excited about what's going on. I like how you framed at Old world or next gen kind of the current situation kind of flawed. And as you think about programmatic, the concept is mind blowing and what needs to be done. So we'll come back to that because I think that original content view is certainly relevant, a huge investment and you've got great content and audience consuming it from a major media standpoint. Get your perspective on the impact because you've got clients who want to get their their message out in front of the audience at the right time, at the right place and the right context. Right, So your privacy, you got consent, all these things kind of boiling up. How do you help clients prepare? Because now they can go direct to the consumer. Everyone, everyone has a megaphone, now, everyone's, everyone's here, everyone's connected. So how are you impacted by this new notion? >>You know, if if the cookie list future was a tic tac, dance will be dancing right now, and at least into the next year, um this has been top of mind for us and our clients for quite some time, but I think as each day passes, the picture becomes clearer and more in focus. Uh the end of the third party cookie does not mean the end of programmatic. Um so clients work with us in transforming their investments into real business outcomes based on our expertise and based on our tech. So we continue to be in a great position to lead to educate, to partner and to grow with them. Um, along this uh cookie list future, the impact will be all encompassing in changing the ways we do things now and also accelerating the things that we've already been building on. So we take it from the top planning will have a huge impact because it's gonna start becoming more strategic around real business outcomes. Uh where Omni channel, So clients want to drive outcomes, drew multiple touch points of a consumer's journey, whether it has programmatic, whether it has uh cookie free environment, like connected tv, digital home audio, gaming and so forth. So we're going to see more of these strategic holistic plans. Creative will have a lot of impact. It will start becoming more important with creative testing. Creative insights. You know, creative in itself is cookie list. So there will be more focused on how to drive uh brand dialogue to connect to consumers with less targeting. With less cookies, with the cohesiveness of holistic planning. Creative can align through multiple channels and lastly, the role of a. I will become increasingly important. You know, we've always looked to build our tech our products to complement new and existing technology as well as the client's own data and text back to deliver these outcomes for them. And ai in its core it's just taking input data uh and having an output of your desired outcome. So input data could be dSP data beyond cookies such as browser such as location, such as contextual or publisher taking clients first party data, first party crm data like store visitation, sales, site activity. Um and using that to optimize in real time regardless of what vendor or what channel we're on. Um So as we're learning more about this cookie list dance, we're helping our clients on the steps of it and also introducing our own moves. >>That's awesome. Data is going to be a key value proposition, connecting in with content real time. Great stuff. Somewhere with your background in journalism and you're the tech VP of product at quan cast. You have the keys to the kingdom over there. It's interesting Journalism is about truth and good content original content. But now you have a data challenge problem opportunity on both sides, brands and publishers coming together. It's a data problem in a way it's a it's a tech stack, not so much just getting the right as to show up at the right place the right time. It's really bigger than that now. What's your take on this? >>Um you know, >>so first >>I think that consumers already sort of like except that there is a reasonable value exchange for their data in order to access free content. Right? And that's that's a critical piece for us to all kind of like understand over the past. Hi guys, probably two years since even even before the G. D. P. R. We've been doing a ton of discovery with customers, both publishers and marketers. Um and so you know, we've kind of known this, this cookie going away thing has been coming. Um And you know, Google's announcement just kind of confirmed it and it's been, it's been really, really interesting since Google's announcement, how the conversations have changed with with our customers and other folks that we talked to. And I've almost gone from being like a product manager to a therapist because there's such an emotional response. Um you know, from the marketing perspective, there's real fear there. There's like, oh my God, how you know, it's not just about, you know, delivering ads, it's about how do I control frequency? How do I, how do I measure, you know, success? Because the technology has has grown so much over the years to really give marketers the ability to deliver personalized advertising, good content, right. The consumers um and be able to monitor it and control it so that it's not too too intrusive on the publisher perspective side, we see slightly different response. It's more of a yes, right. You know, we're taking back control and we're going to stop the data leakage, we're going to get the value back for our inventory. Um and that both things are a good thing, but if it's, if it's not managed, it's going to be like ships passing in the night, right? In terms of um of, you know, they're there, them coming together, right, and that's the critical pieces that they have to come together. They have to get closer, you got to cut out a lot of that loom escape in the middle so that they can talk to each other and understand what's the value exchange happening between marketers and publishers and how do we do that without cookies? >>It's a fascinating, I love love your insight there. I think it's so relevant and it's got broader implications because, you know, if you look at how data's impact, some of these big structural changes and re factoring of industries, look at cyber security, you know, no one wants to share their data, but now if they share they get more insight, more machine learning, benefit more ai benefit. So now we have the sharing notion, but that goes against counter the big guys that want to wall garden, they want to hoard all the data and and control that to provide their own personalization. So you have this confluence of, hey, I want to hoard the data and then now I want to share the data. So so christmas summer you're in the, in the wheelhouse, you got original content and there's other providers out there. So is there the sharing model coming with privacy and these kinds of services? Is the open, come back again? How do you guys see this uh confluence of open versus walled gardens, because you need the data to make machine learning good. >>So I'll start uh start off, I mean, listen, I think you have to give credit to the walled gardens have created, I think as we look as publishers, what are we offering to our clients, what are we offering to the buy side? We need to be compelling. We shouldn't just be uh yeah, actually as journalists, I think that there is a case of the importance of funding journalism. Um but ultimately we need to make sure we're meeting the KPI is and the business needs of the buy side. And I think around that it is the sort of three core pillars that its ease of access, its scope of of activation and targeting and finally measurable results. So as I think is us as an individual publishers, so we have, we have multiple publications. So we do have scale. But then in partnership with other publishers perhaps to organizations like pre bid, you know, I think we can, you know, we're trying to address that and I think we can offer something that's compelling um, and transparent in terms of what these results are. But obviously, you know, I want to make sure it's clear transparent terms of results, but obviously where there's privacy in terms of the data and I think the form, you know, I think we've all heard a lot like data clean rooms, a lot of them out there flogging those wears. I think there's something valuable but you know, I think it's the right who is sort of the right partner or partners um and ultimately who allows us to get as close as possible to the buy side. And so that we can share that data for targeting, share it for perhaps for measurement, but obviously all in a privacy compliant >>way summer, what's your take on this? Because you talk about the future of the open internet democratization, the network effect that we're seeing in Vire al Itty and across multiple on the on the channels. Is that pointed out what's happening? That's the distribution now. So um that's almost an open garden model. So it's like um yeah, >>yeah, it's it's um you know, back in the day, you know, um knight ridder who was who was the first group that I that I worked for, um you know, each of those individual properties, um we're not hugely valuable on their own from a digital perspective, but together as a unit, they became valuable, right, and got scale for advertisers. Now we're in a place where, you know, I kind of think that each of those big networks are going to have to come together and work together to compare in size to the, to the world gardens. Um, and yeah, this is something that we've talked about before and an open garden. Um, I think that's the, that's the definitely the right route to take. And I and I agree with chris it's, it's about publishers getting as close to the market. Is it possible working with the tech companies that enable them to do that and doing so in a very privacy centric >>way. So how do we bring the brands and agencies together to get ready for third party cookies? Because there is a therapist moment here of it's gonna be okay. The parachute will open. The future is not gonna be as as grim. Um, it's a real opportunity. But if managed properly, what's your take on this is just more first party data strategy and what's your assessment of this? >>So we collaborated right now with ball grants on how did this still very complex cookie list future. Um, you know what's going to happen in the future? 2, 6 steps that we can take right now and market should take. Um, The first step is to gather intel on what's working on your current campaign, analyzing the data sets across cookie free environment. So you can translate those tactics eventually when the cookies do go away. So we have to look at things like temperature or time analysis. We could look at log level data. We could look at site analytics data. We can look at brand measurement tools and how creative really impacts the campaign success. The second thing we can look at is geo targeting strategies. The geo target strategy has been uh underrated because the granularity and geo data could go down all the way to the local level, even beyond zip code. So for example the census black data and this is especially important for CPG brands. So we're working closely with the client teams to understand not only the online data but the offline data and how we can utilize that in the future. Uh We want to optimize investments around uh markets that are working so strong markets and then test and underperforming markets. The third thing we can look at is contextual. So contextual by itself is cookie free. Uh We could build on small scale usage to test and learn various keywords and content categories based sets. Working closely with partners to find ways to leverage their data to mimic audiences that you are trying to target right now with cookies. Um the 4th 1 is publisher data or publisher targeting. So working with your publishers that you have strong relationships with who can curate similar audiences using their own first party data and conducting RFs to understand the scale and reach against your audience and their future role maps. So work with your top publishers based on historical data to try to recreate your best strategies. The 15 and I think this is very important is first party data, you know, that's going to matter more than ever. In the calculus future brands will need to think about how to access and developed the first party data starting with the consumers seeing a value in exchange for the information. It's a gold mine and understanding of consumer, their intent, the journey um and you need a really great data science team to extract insights out of that data, which will be crucial. So partner with strategic onboarding vendors and vet their ability to accept first party data into a cleaner environment for targeting for modeling for insight. And lastly, the six thing that we can do is begin to inform prospect prospecting by dedicating test budget to start gaining learnings about cookie list 11 place that we can start and it is under invested right now is Safari and Firefox. They have been calculus for quite some time so you can start here and begin testing here. Uh work with your data scientist team to understand the right mix is to to target and start exploring other channels outside of um just programmatic cookies like CTV digital, out of home radio gaming and so forth. So those are the six steps that we're taking right now with our clients to uh prepare and plan for the cookie list future. >>So chris let's go back to you. What's the solution here? Is there one, is there multiple solutions? What's the future look like for a cookie was future? >>Uh I think the one certain answers, they're definitely not just one solution. Um as we all know right now there there seems to be endless solutions, a lot of ideas out there, proposals with the W three C uh work happening within other industry bodies uh you know private companies solutions being offered and you know, it's a little bit of it's enough to make everyone's head spin and to try to track it to understand and understand the impact. And as a publisher were obviously a lot of people are knocking on our door. Uh they're saying, hey our solution is one that is going to bring in lots of money, you know, the all the buy side is going to use it. This is the one like I ma call to spend um, and so expect here and so far is that none of these solutions are I think everyone is still testing and learning no one on the buy side from our, from our knowledge is really committed to one or a few. It's all about a testing stage. I think that, you know, putting aside all that noise, I think what matters the most to us as publisher is actually something summer mentioned before. It's about control. You know, if we're going to work with a again, outside of our sort of, you know, internal identifier work that we're doing is we're going to work with an outside party or outside approach doesn't give us control as a publisher to ensure that it is, we control the data from our users. There isn't that data leakage, it's probably compliant. What information gets shared out there. What is it, what's released within within the bid stream? Uh If it is something that's attached to a somewhat declared user registered user that if that then is not somehow amplified or leverage off on another site in a way that is leveraging bit stream data or fingerprinting and going against. I think that the spirit of what we're trying to do in a post third party cookie world so that those controls are critical and I think they have those controls, his publisher, we have collectively be disciplined in what solutions that we we test out and what we eventually adopt. But even when the adoption point arrives, uh definitely it will not be one. There will be multiple because it's just too many use cases to address >>great, great insight there from, from you guys, news corp summer. Let's get back to you. I want to get your thoughts. You've been in many waves of innovation ups and downs were on a new one. Now we talked about the open internet democratization. Journalism is under a lot of pressure now, but there's now a wave of quality people really leaning in towards fighting misinformation, understanding truth and community and date is at the heart of it. What do you see as the new future for journalists, reward journalism is our ways their path forward. >>So there's uh, there's what I hope is going to happen. Um, and then I'm just gonna ignore what could write. Um, you know, there's there's a trend in market right now, a number of fronts, right? So there are marketers who are leaning into wanting to spend their marketing dollars with quality journalists, focusing on bipac owned and operated, really leaning into into supporting those businesses that have been uh, those publishers that have been ignored for years. I really hope that this trend continues. Um We are leaning into into helping um, marketers curate that supply right? And really, uh, you know, speak with their dollars about the things that that they support. Um, and uh, and and value right in market. So I'm hoping that that trend continues and it's not just sort of like a marketing blip. Um, but we will do everything possible to kind of like encourage that behavior and and give people the information they need to find, you know, truly high quality journalism. >>That's awesome chris Summer. Thanks for coming on and sharing your insight on this panel on the cookie list future. Before we go, just quick summary each of you. If you don't mind just giving a quick sound bite or bumper sticker of what we can expect. If you had to throw a prediction For what's going to happen in the next 24 months Chris We'll start with you. >>Uh it's gonna be quite a ride. I think that's an understatement. Um I think that there, I wouldn't be surprised if if google delays the change to the chrome by a couple of months and and may give the industry some much needed time, but no one knows. I guess. I guess I'm not except for someone somewhere deep within chrome. So I think we all have to operate in a way that changes to happen, changes to happen quickly and it's gonna cover across all facets of the industry, all facets of from advertising, marketing. So just be >>prepared. >>Yeah, along the same lines, be prepared, nobody knows what's going to happen in the future. Uh You know, while dancing in this together. Uh I think um for us it's um planning and preparing and also building on what we've already been working on. Um So omni channel ai um creative and I think clients will uh lean more into those different channels, >>awesome. So we'll pick us home, last word. >>I think we're in the throwing spaghetti against the wall stage. Right, so this is a time of discovery of leaning in trying everything out, Learning and iterating as fast as we possibly >>can. Awesome. And I love the cat in the background over your shoulder. Can't stop staring at your wonderful cat. Thanks for coming on chris, Thanks for coming on. This awesome panel industry breakdown of the cookie conundrum. The recipe for success data ai open. Uh The future is here, it's coming, it's coming fast. I'm john fryer with the cube. Thanks for watching. Mhm. Yeah. Mhm. Mhm. Welcome back to the Quant Cast industry summit on the demise of third party cookies. The cookie conundrum, a recipe for success. We're here peter day. The cto of quad cast and crew T cop car, head of product marketing quad cast. Thanks for coming on talking about the changing advertising landscape. >>Thanks for having us. Thank you for having >>us. So we've been hearing this story out to the big players. Want to keep the data, make that centralized control, all the leverage and then you've got the other end. You got the open internet that still wants to be free and valuable for everyone. Uh what's what are you guys doing to solve this problem? Because cookies go away? What's going to happen there? How do people track things you guys are in this business first question? What is quan cast strategies to adapt to third party cookies going away? What's gonna be, what's gonna be the answer? >>Yeah. So uh very rightly said, john the mission, the Qantas mission is the champion of free and open internet. Uh And with that in mind, our approach to this world without third party cookies is really grounded in three fundamental things. Uh First as industry standards, we think it's really important to participate and to work with organizations who are defining the standards that will guide the future of advertising. So with that in mind, we've been participating >>with I. A. B. >>Tech lab, we've been part of their project Triarc. Uh same thing with pre bid, who's kind of trying to figure out the pipes of identity. Di di di di di pipes of uh of the future. Um And then also is W three C, which is the World Wide Web Consortium. Um And our engineers and our engineering team are participating in their weekly meetings trying to figure out what's happening with the browsers and keeping up with the progress they're on things such as google's block. Um The second uh sort of thing is interoperability, as you've mentioned, there are lots of different uh I. D. Solutions that are emerging. You have you I. D. Two point oh, you have live RAM, you have google's flock. Uh And there will be more, there are more and they will continue to be more. Uh We really think it is important to build a platform that can ingest all of these signals. And so that's what we've done. Uh The reason really is to meet our customers where they are at today. Our customers use multiple different data management platforms, the mps. Um and that's why we support multiple of those. Um This is not going to be much different than that. We have to meet our customers where we are, where they are at. And then finally, of course, which is at the very heart of who contrast is innovation. Uh As you can imagine being able to take all of these multiple signals in including the I. D. S. And the cohorts, but also others like contextual first party um consent is becoming more and more important. Um And then there are many other signals, like time, language geo location. So all of these signals can help us understand user behavior intent and interests um in absence of 3rd party cookies. However, uh there's there's something to note about this. They're very raw, their complex, they're messy all of these different signals. Um They are changing all the time, they're real time. Um And there's incomplete information isolation. Just one of these signals cannot help you build a true and complete picture. So what you really need is a technology like AI and machine learning to really bring all of these signals together, combine them statistically and get an understanding of user behavior intent and interests and then act on it, be it in terms of providing audience insights um or responding to bid requests and and so on and so forth. So those are sort of the three um fundamentals that our approach is grounded in which is industry standards, interoperability and and innovation. Uh and you know, you have peter here, who is who is the expert So you can dive much deeper into >>it. Is T. T. O. You've got to tell us how is this going to actually work? What are you guys doing from a technology standpoint to help with data driven advertising in a third party cookie list world? >>Well, we've been um This is not a shock, you know, I think anyone who's been close to his space has known that the 3rd Party Cookie has been um uh reducing inequality in terms of its pervasiveness and its longevity for many years now. And the kind of death knell is really google chrome making a, making the changes that they're gonna be making. So we've been investing in the space for many years. Um and we've had to make a number of hugely diverse investment. So one of them is in how as a marketer, how do I tell if my marketing still working in the world without >>computers? The >>majority of marketers completely reliant on third party cookies today to tell them if they're if they're marketing is working or not. And so we've had to invest heavily and statistical techniques which are closer to kind of economic trick models that markets are used to things like out of home advertising, It's going to establishing whether they're advertising is working or not in a digital environment actually, >>just as >>often, you know, as is often the case in these kind of times of massive disruption, there's always opportunity to make things better. And we really think that's true. And you know, digital measurement has often mistaken precision for accuracy. And there's a real opportunity to kind of see the wood for the trees if you like. And start to come with better methods of measuring the affections of advertising without third party cookies. And in fact to make countless other investments in areas like contextual modeling and and targeting that third party cookies and and uh, connecting directly to publishers rather than going through this kind of bloom escape that's gonna tied together third party cookies. So if I was to enumerate all the investments we've made, I think we'll be here till midnight but we have to make a number of vestments over a number of years and that level investments only increasing at the moment. >>Peter on that contextual. Can you just double click on that and tell us more? >>Yeah, I mean contextual is unfortunately these things, this is really poorly defined. It can mean everything from a publisher saying, hey, trust us, this dissipated about CVS to what's possible now and has only really been possible the last couple of years, which is to build >>statistical >>models of the entire internet based on the content that people are actually consumed. And this type of technology requires massive data processing capabilities. It's able to take advantage of the latest innovations in there is like natural language processing and really gives um computers are kind of much deeper and richer understanding of the internet, which ultimately makes it possible to kind of organize, organized the Internet in terms of the types of content of pages. So this type of technology has only been possible the last two years and we've been using contextual signals since our inception, it's always been massively predictive in terms of audience behaviours, in terms of where advertising is likely to work. And so we've been very fortunate to keep the investment going um and take advantage of many of these innovations that have happened in academia and in kind of uh in adjacent areas >>on the ai machine learning aspect, that seems to be a great differentiator in this day and age for getting the most out of the data. How is machine learning and ai factoring into your platform? >>I think it's, it's how we've always operated right from our interception when we started as a measurement company, the way that we were giving our customers at the time, we were just publishers, just the publisher side of our business insights into who their audience was, were, was using machine learning techniques. And that's never really changed. The foundation of our platform has always been, has always been machine learning from from before. It was cool. A lot of our kind of, a lot of our core teams have backgrounds in machine learning phds in statistics and machine learning and and that really drives our our decision making. I mean, data is only useful if you can make sense of it and if you can organize it and if you can take action on it and to do that at this kind of scout scale, it's absolutely necessary to use machine learning technology. >>So you mentioned contextual also, you know, in advertising, everyone knows in that world that you've got the contextual behavioural dynamics, the behavior that's kind of generally everyone's believing is happening. The consensus is undeniable is that people are wanting to expect an environment where there's trust, there's truth, but also they want to be locked in. They don't wanna get walled into a walled garden, nobody wants to be in the world, are they want to be free to pop around and visit sites is more horizontal scalability than ever before. Yet, the bigger players are becoming walled garden, vertical platforms. So with future of ai the experience is going to come from this data. So the behavior is out there. How do you get that contextual relevance and provide the horizontal scale that users expect? >>Yeah, I think it's I think it's a really good point and we're definitely this kind of tipping point. We think, in the broader industry, I think, you know, every published right, we're really blessed to work with the biggest publishers in the world, all the way through to my mom's vlog, right? So we get to hear the perspectives of publishers at every scale. I think they consistently tell us the same thing, which is they want to more directly connected consumers, they don't wanna be tied into these walled gardens, which dictate how they must present their content and in some cases what content they're allowed to >>present. >>Um and so our job as a company is to really provide level >>the playing field a little bit, >>provide them the same capabilities they're only used to in the walled gardens, but let's give them more choice in terms of how they structure their content, how they organize their content, how they organize their audiences, but make sure that they can fund that effectively by making their audiences in their environments discoverable by marketers measurable by marketers and connect them as directly as possible to make that kind of ad funded economic model as effective in the open Internet as it is in social. And so a lot of the investments we've made over recent years have been really to kind of realize that vision, which is, it should be as easy for a marketer to be able to understand people on the open internet as it is in social media. It should be as effective for them to reach people in the environment is really high quality content as it is on facebook. And so we invest a lot of a lot of our R and D dollars in making that true. We're now live with the Comcast platform, which does exactly that. And as third party cookies go away, it only um only kind of exaggerated or kind of further emphasizes the need for direct connections between brands and publishers. And so we just wanna build the technology that helps make that true and gives the kind of technology to these marketers and publishers to connect and to deliver great experiences without relying on these kind of walled >>gardens. Yeah, the Director Director, Consumer Director audience is a new trend. You're seeing it everywhere. How do you guys support this new kind of signaling from for for that's happening in this new world? How do you ingest the content and just this consent uh signaling? >>Uh we were really fortunate to have an amazing, amazing R and D. Team and, you know, we've had to do all sorts to make this, you need to realize our vision. This has meant things like, you know, we have crawlers which scan the entire internet at this point, extract the content of the pages and kind of make sense of it and organize it uh, and organize it for publishers so they can understand how their audiences overlap with potential competitors or collaborators. But more importantly, organize it for marketers. So you can understand what kind of high impact opportunities are there for them there. So, you know, we've had to we've had to build a lot of technology. We've had to build analytics engines, which can get answers back in seconds so that marketers and publishers can kind of interact with their own data and make sense of it and present it in a way that's compelling and help them drive their strategy as well as their execution. We've had to invest in areas like consent management because we believe that a free and open internet is absolutely reliant on trust and therefore we spend a lot of our time thinking about how do we make it easy for end users to understand who has access to their data and easy for end users to be able to opt out. And uh and as a result of that, we've now got the world's most widely adopted adopted consent management platform. So it's hard to tackle one of these problems without tackling all of them. Were fortunate enough to have had a large enough R and D budget over the last four or five years, make a number investments, everything from consent and identity through context, your signals through the measurement technologies, which really bring advertisers >>and Publishers places together great insight. Last word for you is what's the what's the customer view here as you bring these new capabilities of the platform, uh what's what are you guys seeing as the highlight uh from a platform perspective? >>So the initial response that we've seen from our customers has been very encouraging, both on the publisher side as well as the marketer side. Um I think, you know, one of the things we hear quite a lot is uh you guys are at least putting forth a solution, an actual solution for us to test Peter mentioned measurement, that really is where we started because you cannot optimize what you cannot measure. Um so that that is where his team has started and we have some measurement very, very uh initial capabilities still in alpha, but they are available in the platform for marketers to test out today. Um so the initial response has been very encouraging. People want to engage with us um of course our, you know, our fundamental value proposition, which is that the Qantas platform was never built to be reliant on on third party data. These stale segments like we operate, we've always operated on real time live data. Um The second thing is, is our premium publisher relationships. We have had the privilege of working like Peter said with some of the um biggest publishers, but we also have a very wide footprint. We have first party tags across um over 100 million plus web and mobile destinations. Um and you know, as you must have heard like that sort of first party footprint is going to come in really handy in a world without third party cookies, we are encouraging all of our customers, publishers and marketers to grow their first party data. Um and so that that's something that's a strong point that customers love about us and and lean into it quite a bit. Um So yeah, the initial response has been great. Of course it doesn't hurt that we've made all these are in the investments. We can talk about consent. Um, and you know, I often say that consent, it sounds simple, but it isn't, there's a lot of technology involved, but there's lots of uh legal work involved as it as well. We have a very strong legal team who has expertise built in. So yeah, very good response. Initially >>democratization. Everyone's a publisher. Everyone's a media company. They have to think about being a platform. You guys provide that. So I congratulate Peter. Thanks for dropping the gems there. Shruti, thanks for sharing the product highlights. Thanks for, for your time. Thank you. Okay, this is the quan cast industry summit on the demise of third party cookies. And what's next? The cookie conundrum. The recipe for success with Kwan Cast. I'm john free with the cube. Thanks for watching. Mm
SUMMARY :
Great to chat with you today. And of course that's grown to where we are today, where five billion people around the world are able to engage in all sorts So the problem is if more of the money goes to them, less of its going to independent content creators. being talked about on the heels of the google's news around, you know, getting rid of third party cookies that it really sort of focus the minds of the industry in terms of finding alternative ways to tailor content You know, some are saying that the free open internet was pretty much killed when, you know, the big comes like facebook of the delivery of advertising and so on. is the impact of this with the modernization of the solution? So you know, you will start to see more registration wars to access content so that you have garden is not the best thing happening right now in the world, but yet is there any other other choice? So it's a huge amount of money in terms of funding the open Internet, which sounds great except for its increasingly thing to having that data closed loop, if you will for for publishers. is the way in which content is funded. long time, then you know, your connections but audience is about traffic, in the future, people around the world have access to high quality, diverse content. The reason the walled gardens capture so much money the changing landscape of advertising is here and shit Gupta, founder of you of digital So the office of the changing landscape of advertising really centers around the open to Um but the one, the bird theme proposal that they've chosen to move forward with is called I guess the question it really comes down to what alternatives are out there for cookies and So they're saying, hey, we use, you know, an open I. Because I think this is gonna, you can't ignore the big guys And I believe the reason that is, have the data you have the sharing it or using it as we're finding shit Gupta great insight dropping So chris we'll start with you at news corp obviously a major publisher deprecation of third not just kind of recreating the prior world because the prior world was flawed or I guess you could say the current world since it hasn't So how are you impacted by this new notion? You know, if if the cookie list future was a tic tac, dance will be dancing right now, You have the keys to the kingdom over there. Um and so you know, we've kind of known this, this cookie going in the wheelhouse, you got original content and there's other providers out there. perhaps to organizations like pre bid, you know, I think we can, you know, we're trying to address that and the network effect that we're seeing in Vire al Itty and across multiple on the on the channels. you know, I kind of think that each of those big networks are going to So how do we bring the brands and agencies together to get ready for third party The 15 and I think this is very important is first party data, you know, that's going to matter more than So chris let's go back to you. saying, hey our solution is one that is going to bring in lots of money, you know, the all the buy side is going to use it. What do you see as the new future and give people the information they need to find, you know, truly high quality journalism. If you had to throw a prediction For what's going to happen in the next 24 months Chris So I think we all have to operate in a way that changes Yeah, along the same lines, be prepared, nobody knows what's going to happen in the future. So we'll pick us home, last word. I think we're in the throwing spaghetti against the wall stage. Thanks for coming on talking about the changing advertising landscape. Thank you for having make that centralized control, all the leverage and then you've got the other end. the Qantas mission is the champion of free and open internet. Uh and you know, you have peter here, who is who is the expert So you can dive much doing from a technology standpoint to help with data driven advertising in a third Well, we've been um This is not a shock, you know, I think anyone who's been close to his It's going to establishing whether they're advertising is working or not in a digital environment actually, And there's a real opportunity to kind of see the wood for the trees if you Can you just double click on that and tell us more? what's possible now and has only really been possible the last couple of years, which is to build models of the entire internet based on the content that people are actually consumed. on the ai machine learning aspect, that seems to be a great differentiator in this day you can make sense of it and if you can organize it and if you can take action on it and to do that So you mentioned contextual also, you know, in advertising, everyone knows in that world that you've got the contextual behavioural in the broader industry, I think, you know, every published right, we're really blessed to work And so a lot of the investments we've made over recent years have been really to How do you ingest the content and just this consent uh signaling? So you can understand what kind of high impact opportunities view here as you bring these new capabilities of the platform, uh what's what are you guys seeing as Um and you know, as you must have heard like that sort of Thanks for dropping the gems there.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Comcast | ORGANIZATION | 0.99+ |
Clay Shirky | PERSON | 0.99+ |
Jan 2022 | DATE | 0.99+ |
Jan 23 | DATE | 0.99+ |
Z axis | ORGANIZATION | 0.99+ |
2005 | DATE | 0.99+ |
Peter | PERSON | 0.99+ |
Shruti | PERSON | 0.99+ |
Conrad | PERSON | 0.99+ |
Conrad Feldman | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
john ferrier | PERSON | 0.99+ |
john fryer | PERSON | 0.99+ |
$400 billion | QUANTITY | 0.99+ |
Safari | TITLE | 0.99+ |
Chris | PERSON | 0.99+ |
five billion | QUANTITY | 0.99+ |
Firefox | TITLE | 0.99+ |
two | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
six steps | QUANTITY | 0.99+ |
Gupta | PERSON | 0.99+ |
chrome | TITLE | 0.99+ |
Qantas | ORGANIZATION | 0.99+ |
john furrier | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
Levi School of Business | ORGANIZATION | 0.99+ |
first step | QUANTITY | 0.99+ |
Ceo | PERSON | 0.99+ |
chris Summer | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
one | QUANTITY | 0.99+ |
chris | PERSON | 0.99+ |
today | DATE | 0.99+ |
Conrad Feldmann | PERSON | 0.99+ |
next year | DATE | 0.99+ |
second thing | QUANTITY | 0.99+ |
third thing | QUANTITY | 0.99+ |
john | PERSON | 0.98+ |
five billion people | QUANTITY | 0.98+ |
two young kids | QUANTITY | 0.98+ |
15 | QUANTITY | 0.98+ |
first question | QUANTITY | 0.98+ |
First | QUANTITY | 0.98+ |
both things | QUANTITY | 0.98+ |
one side | QUANTITY | 0.98+ |
first time | QUANTITY | 0.98+ |
santa Clara University | ORGANIZATION | 0.98+ |
two separate groups | QUANTITY | 0.98+ |
one solution | QUANTITY | 0.97+ |
World Wide Web Consortium | ORGANIZATION | 0.97+ |
each | QUANTITY | 0.97+ |
two frameworks | QUANTITY | 0.97+ |
each day | QUANTITY | 0.97+ |
christmas | EVENT | 0.97+ |
two years | QUANTITY | 0.97+ |
first party | QUANTITY | 0.97+ |
both sides | QUANTITY | 0.96+ |