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John Pisano & Ki Lee, Booz Allen Hamilton | Cloud City Live 2021


 

>>Okay. Okay. We're back on the cube here in cloud city. I'm John Farah, David latte. Thanks Adam. And guys in the studio. Awesome stuff. Dave mobile world Congress is happening. It's basically a hybrid show. Mostly virtual. Actually the physical action is a lot of booths. Cloud city is tricked out, big time made for TV. The cubes, obviously here, we've got the main stage with Adam and crew, Chloe and team, and it's pretty, pretty cool. Cloud cities, thematic John, we're going to see the next decade be about the cloudification of telco and major, major portions of telco. We're going to move to the cloud. It's very clear. And especially the front end stuff, a lot of the business support systems, some of the operational systems are going to go. When you're seeing that, you're seeing that with Amazon, you're seeing Microsoft, you're seeing Google. They're all moving in that direction. >>So it's inevitable. And I just love the fact that events are back. That's a game changing statement. Mobile world. Congress is not going to go away. There's no way they're going to let this event slide by. Even though we're coming out of the pandemic, clearly Bon Jovi was here. He said, quote, we met him last night, face to face. He's like, go Patriots. Hope they have a good season. This year. He's a big Patriots fan. He said, it's going to be better. This could be better. But he also said he it's the first time he's performed in a year and a half in front of all excited. He wasn't calm, small little intimate crowd. Again, look behind this. You can see the cloud city. This is really built out extremely well. A lot of executives here, but the content has been awesome here, but also remote. We've been bringing people in live remotes and we also had some prerecorded assets that we have. And we've got one here from Booz Allen, who I had a conversation with earlier in the month and grab some time to talk about the impact of 5g telecom and how it relates to national security for cover mints and society. And so let's take a look at that video right now. >>Hi, welcome to the cube conversation here in the cube studios in Palo Alto, California, I'm John for a, your host had a great conversation with two great guests gonna explore the edge, what it means in terms of commercial, but also national security. And as the world goes digital, we're going to have the deep dive conversation around, um, how it's all transforming. We've got Kate Lee, vice president Booz Allen's digital business. Kate. Great to have you, uh, John Paisano principal at Booz Allen's digital cloud solutions. Gentlemen, thanks for coming on. So one of the most hottest topics, obviously besides cloud computing, having the most refactoring impact on business and government and public sector has been the next phase of cloud growth and cloud scale, and that's really modern applications, um, and consumer, and then here, uh, for national security and for governments here in the U S is in the military impact. >>And as digital transformation starts to go to the next level, you starting to see the architectures emerge, where the edge, the IOT edge, the industrial IOT edge, or any kind of edge concept 5g is exploding, making that much more of a dense, more throughput for connectivity with wireless. You've got Amazon with snowballs, snowmobile, all kinds of ways to deploy technology. That's it like and operational technologies it's causing quite a cloud operational opportunity and disruption. So I want to get into it. Let's key. Let's start with you. I mean, we're looking at an architecture, that's changing both commercial and public sector with the edge. What are the key considerations that you guys see as people have to really move fast and this new architecture of digital, >>Which I think is a great question. And, um, if I could just, uh, share our observation on why we even started investing in edge, um, you mentioned cloud, um, but as we've reflected upon kind of the history of it on you to take a look from mainframes to desktops, to servers, to a cloud, to mobile, and now I have a T what we observed was that, um, industry investing in infrastructure led to kind of an evolution of, uh, uh, of it, right? So as you mentioned with industry spending billions on IOT and edge, um, we've just feel that that's going to be the next evolution. Um, if you've take a look at, um, you mentioned 5g, I think 5g will be certainly, um, an accelerator to edge, um, because of the, the resilience, the lower latency and so forth, but, um, taking a look at what's happening in space, you mentioned space earlier as well, right. >>Um, and, uh, what, uh, Starlink is doing by putting satellites to actually provide transport into the space. Um, we're thinking that that actually is going to be the next ubiquitous thing. Once transport becomes ubiquitous, just like cloud allows stores to be ubiquitous. We think that, you know, the next generation internet will be space-based. Um, so when you think about it, um, connected, it won't be connected servers per se. It will be connected devices. Um, so, uh, that's kind of, you know, some of the observations and why we've been really focusing on investing in, in edge. >>Awesome. I'd love to sh to, uh, continue the conversation on space and the edge, um, and super great conversation to have you guys on and really appreciate it. I do want to ask you guys about the innovation and the opportunities, uh, this new shift that's happening is the next big thing is coming quickly and it's here on us and that's cloud. I call it cloud 2.0, the cloud scale, modern software development environment, uh, edge with 5g changing the game. I key, I completely agree with you. And I think this is where people are focusing their attention from startups to companies that are transforming and repivoting, or refactoring their, their, uh, existing assets to be positioned. And you're starting to see clear winners and losers as a pattern emerge, right? You gotta be in the cloud, you gotta be leveraging data. You gotta be, uh, horizontally scalable, but you've gotta have AI machine learning in there with modern software practices that are secure. >>That's the playbook. Some people are it, some people are not getting there. So I got to ask you guys, you know, as telcos become super important and the ability to be a telco. Now, we just mentioned standing up a tactical edge, for instance, uh, launching a satellite couple of hundred K you're going to launch a cube set. Um, that could be good and bad, right? So, so, you know, the telco business is changing radically cloud telco cloud is emerging as an edge phenomenon with 5g, certainly business commercial benefits, more than consumer. How do you guys see the innovation and disruption happening with telco? >>Um, you know, as we think through, um, cloud to edge, um, one thing that we realized, because our definition of edge, John was actually at the point of data collection, right on the sensor themselves, others definition of edge is we're a little bit further back when we call it the edge of the it enterprise. Um, but you know, as we look at this, we realize that you need, you needed this kind of multi echelon environment, right? From your cloud to your tactical clouds, right. Where you can do some processing and then at the edge themselves, really at the end of the day, it's all about, I think, data, right? I mean, everything we're talking about is still all about the data, right? The AI needs to Dane, the telco is transporting the data. Right. And so, um, I think if you think about it from a data perspective, in relationship to telcos, right, one edge will actually enable a very different paradigm in a distributed paradigm for data processing. Right. So instead of bringing the data to some central cloud, right. Um, which takes bandwidth off your telcos, push the products to the data, right. So mitigate, what's actually being sent over to those telco lines to increase the efficiencies of them. Right. Um, so I think, you know, at the end of the day, uh, the telcos are gonna have a pretty big, uh, component to this, um, even from space down to ground station, right. How that works. Um, so, um, the, the network of these telcos, I think, are just going to expand >>John, what's your perspective. I mean, startups are coming out. The scalability speed of innovation is a big factor. The old telco days had like, I mean, you know, months and years, new towers go up and now you've got backbone. You've got, you know, it's kind of a slow glacier pace. Now it's under siege with rapid innovation. >>Yeah. So, um, I definitely echo the sentiments that Q would have, but I would also, if we go back and think about the digital battle space and what we've talked about, um, faster speeds being available, you know, in places it's not been before is great. However, when you think about basing an adversary, that's a near peer threat. The first thing they're going to do is make it contested congested, and you have to be able to survive. I, while yes, the, the pace of innovation is absolutely pushing comms. The places we've not had it before. Um, we have to be mindful to not get complacent and over rely on it, assuming it will always be there because I know in my experience wearing the uniform and even if I'm up against it adversary, that's the first thing I'm gonna do is I'm going to do whatever I can to disrupt your ability to communicate. So how do you take it down to that lowest level and still make that squad, the platoon, whatever that structure is, you know, continued some survivable and lethal. And so that's something I think, as we look at the innovations, we need to be mindful of that so low. And I talk about how do you architect it? What services do you use? Those are all those things that you have to think about. What if I lose it at this echelon? How could, how do I continue to mission? >>Yeah. It's interesting. Mean if you look at how companies have been procuring and consuming technology key, it's been like siloed. Okay. We've got a workplace workforce project, uh, and we have the tactical edge and we have the, you know, siloed it solution when really work in play, whether it's work here. And John's example is the war fighter. And so his concern is safety is his life. Right. And, and protection, the department has to manage the coms. And so they have to have countermeasures and contingencies ready to go. Right. So all this is integrate integrated. Now it's not like one department it's like, it's it's together. >>Yeah. Do you, I mean, you're, you're, uh, I love what you just said. I mean, we have to get away from this siloed siloed banking. Um, not only within a single organization, but across the enterprise. Right. Um, you know, from a digital battlefield perspective, you know, I, you know, it's a joint fight, right. So even across these enterprise of enterprises, right. So I think you're spot on. We have to look horizontally, uh, we have to integrate, we have to inter-operate. Um, and, and by doing that, that's where the innovation is also going to be accelerated too. Right. Not reinventing the wheel. >>Yeah. You know, I think the infrastructure edge is so key. It's going to be very interesting to see how the existing incumbents can handle themselves. Obviously the towers are important. Five GLC has much more, more deployments, not as centralized in terms of the, of the spectrum. Uh, it's more dense. It's gonna create more connectivity options. Um, how do you guys see that impacting? Because certainly more gear, like, obviously not, not the centralized tower from a backhaul standpoint, but now the edge, the radios themselves, the wireless, uh, uh, uh, transit is key. Um, that's the real edge here. How does, how do you guys see that evolving? >>So, um, you know, we're seeing, uh, we're seeing a lot of, um, innovations actually through small companies. We're really focused on very specific niche problems. I think it's a great starting point, um, because what they're doing is showing the art of the possible, right. Um, because again, we're in a different environment now there's different rules, there's different capabilities now, but then we're also seeing, you mentioned earlier on, um, uh, some of the larger companies, Amazon and Microsoft also investing, um, as well. Right. So, um, I think the merge of the, you know, are the unconstrained are the possible right by these small companies that are, you know, just kind of driving, you know, uh, innovations, uh, supported by the, the, the maturity and the, the, the heft of these large companies who are building out kind of these, um, pardoned kind of, uh, capabilities. Um, they're going to converge at some point, right. Um, and, and that's where I think they want to get further innovation. >>Well, I really appreciate you guys taking the time. Final question for you guys, as people are watching this, a lot of smart executives and teams are coming together to kind of put the battle plans together for their companies, as they transition from old to this new way, which is clearly cloud-scale role of data. We've got them, we hit out all the key points. I think here, as they start to think about architecture and how they deploy their resources, this becomes now the new boardroom conversation that trickles down and includes everyone, including the developers. You know, the developers are now going to be on the front lines. Um, mid-level managers are going to be integrated in as well. It's a group conversation. What are some of the advice that you would give to folks who are in this mode of planning, architecture, trying to be positioned to come out of this pandemic with a massive growth opportunity and, and to be on the right side of history? What's your advice? >>Um, this is a quick question. Um, so I think, um, you, you touched upon it. Um, one is take the holistic approach. Uh, you mentioned orchestras a couple of times, and I think that's, that's critical understanding, um, how your edge architectures will let you connect with your cloud architecture. So they're, they're not disjointed, right? They're not siloed, right. They're interoperable, they integrate. So you're taking that enterprise approach. Um, I think the second thing is be patient. Uh, it took us some time to really kind of, and we've been looking at this for, uh, about three years now. Um, and we were very intentional in assessing the landscape, how people were, you know, um, discussing around edge, um, and kind of pulling that all together, but it took us some time to even figure it out, kind of, Hey, what are the use cases? How can we actually apply this and get some ROI and value, um, out for our clients? Right. So being a little bit patient, um, in thinking through kind of how you can leverage this and potentially be a disruptor, >>John, your thoughts on advice to people watching as they try to put the right plans together to be positioned and not foreclose any future value. >>Yeah, absolutely. So, in addition to the points, the key res I would, number one, amplified the fact of recognize that you're going to have a hybrid environment of legacy and modern capabilities. And in addition to thinking, you know, open architectures and whatnot, think about your culture, the people, your processes, your techniques, and whatnot, and your governance. How do you make decisions when it needs to be closed versus open? Where do you invest in the workforce? What decisions are you going to make in your architecture that drive that, that hybrid world that you're going to live in? All those recipes, you know, patients open all that, that I think we often overlook the cultural people aspect of, you know, upskilling it, this is a very different way of thinking on modern software delivery. Like, how do you go through this lifecycle? How's security embedded. So making sure that's part of that boardroom conversation >>Back day, this is a great interview. We just had with Kaley for Booz Allen reason, why I wanted to bring that into the cube programming this week was because you heard him saying ivory cloud. You heard him say public cloud innovation, edge, all elements of the architecture. And he says, we are learning and it takes patience. And the other thing that he was hyper focused on was the horizontal scalability, not silos. And this is an architectural shift. Who's Alan again, premier firm, and they're doing like killer work. Those guys are amazing. So this brings up the whole theme here, which is you got to nail the architecture. If you don't know what checkmate looks like, don't play chess. That's what I always say. Well, you don't know what the game is, don't play it. And I think the telco story that we hear from Dr is that these guys don't know the game. >>Now I would question that Amazon and others think they do because as they're all partnering with them, yeah, Amazon's got great partnerships. Google just announced a partnership with Ericsson goes on and on. I think anything that can move into the hybrid cloud, Ken should and will that'll happen, but there's some stuff that's going to take some time. Maybe we'll never move. You see that with mainframes. But what they'll do is they'll put an abstraction layer around it and it's got to communicate. And I think the big question is, okay, is it going to be the cloud stack coming on prem, which I think is going to happen, or is it going to be the reverse? And I would bet on the former, well, you know, we've been covering the cloud from day one. We've been part of that wave. We've had all the top conversations with Andy Jassy when, and he was just breaking through the growth. All the cloud players we've been there. We talked to all their customers. We have our finger on the pulse of cloud and we are in cloud city. Main street of cloud city is where all the action is. And the main stage is up there. Adam and team take it from here.

Published Date : Jun 30 2021

SUMMARY :

end stuff, a lot of the business support systems, some of the operational systems are going to go. And I just love the fact that events are back. And as the world goes digital, What are the key considerations that you guys see as the history of it on you to take a look from mainframes to desktops, so, uh, that's kind of, you know, some of the observations and why we've been really focusing on I call it cloud 2.0, the cloud scale, modern software development environment, uh, edge with 5g So I got to ask you guys, And so, um, I think if you think about it from a data perspective, The old telco days had like, I mean, you know, months and years, new towers go up and that's the first thing I'm gonna do is I'm going to do whatever I can to disrupt your ability to communicate. uh, and we have the tactical edge and we have the, you know, siloed it solution Um, you know, from a digital battlefield perspective, you know, Um, how do you guys see that impacting? are the possible right by these small companies that are, you know, just kind of driving, You know, the developers are now going to be on the front lines. intentional in assessing the landscape, how people were, you know, um, John, your thoughts on advice to people watching as they try to put the right plans together to be positioned and not And in addition to thinking, you know, open architectures and whatnot, think about your culture, that into the cube programming this week was because you heard him saying ivory cloud. And I think the big question is, okay, is it going to be the cloud stack coming on prem,

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Mary Hamilton, Accenture | Accenture Tech Vision 2020


 

>> Announcer: From San Francisco, It's theCUBE Covering Accenture Tech Vision 2020. Brought to you by Accenture. >> Hey welcome back, everybody. Jeff Frick here with theCUBE. We are high atop San Francisco, the 33rd floor of the Salesforce building. This is the San Francisco Accenture innovation hub, and we're really excited to have our next guest. She runs all the innovation hubs in all the Americas. It's Mary Hamilton, the managing director of Accenture Labs for Accenture. Mary, great to see you. We saw you last year. >> Great to see you, yes. >> Great to be back. >> But now you've had this place open for a year. Last year was the grand opening I think. >> It was, it was, and now we're doing all kinds of crazy new things here in our labs and in the hub. >> Yeah, that's great. So we've talked before that, you know, Paul and Mike and the team, they've put together this great vision document. It's very provocative and forward-looking and I think it is actually really thought-provoking. That's great, and we're going to have a nice party here and they're going to present, but how do we get this from this pretty piece of paper into my company or into your clients' companies? How do you and the innovation hub help them execute? >> Yeah, it is my job to bring this to life, all right? So it's all about, how do I do applied research, and how do I do that for our clients in a real way with new and emerging technologies? >> Jeff: Right. >> And so we take all of this vision and say, you know, what are the next round of technologies, and how do we think about it in new and different ways, and how do we do that in kind of a sustained, ongoing innovation direction? >> Right, right. So, you guys work with giant companies. They have millions, if not billions of R&D budgets. Where do you fit and how do you augment that? What's kind of the value add that your special asset brings to this huge investment that they're already making? >> Absolutely, so I think what we bring is the combination of everything that's here in this hub. So we've got business research. You know, what are the paradigms and the trends that we're seeing that are shifting society, politics, economics, and technology? We've got the technologists that are partnering with universities, partnering with startups. You know, think about how we view open innovation. And then, how do we actually build that for real, and how do we do it with that industry lens. We're so fortunate that, you know, out of the 500 thousand people we have here, we have deep, deep, industry expertise. So it's really about bringing all those pieces together and then working with those clients to say, how do we augment? How do we shape your future? How do we figure out what direction to go in, create that roadmap, and then together start to turn the crank on innovation from ideation all the way up through scale, and I think that's something pretty unique that we do really well. >> Right, and is it driven kind of top down from the CEO who says I have innovation kind of prerogative, go forth and innovate? Or do you see it more kind of with product groups that are trying to potentially go a slightly different direction, or incorporate some new technology? How does that actually work, or what are some of the models that you see that are successful, I guess? >> Yeah, and I would say yes, uh, all of those. >> Of course. >> You know, we do some big strategic things that are, you know, our CEO, you know, our client CEO coming together and say, you know, we're rethinking mobility. We're rethinking, you know, how we're going to shape our future, what are extended businesses that we've never thought of before? How do we go from a products to a services company? So there's, you know, the big CEO visions that trickle down, you know. We help them through strategy, through innovation, through the technology pieces to deliver that, and then there's also sort of that grassroots. You know, lab to lab pairing up and saying, okay. Let's create a partnership that, you know, you bring kind of the industry lab piece and we'll bring, you know, our technology labs and the work that we do, and come together to create that relationship. >> Right. >> So we've done both. (laughs) >> They're getting ready to start the program as you can tell. >> Mary: I know. (laughs) >> But I got to get a couple more questions. So there's a lot of different types of technology labs that you guys have in here. You've got a really cool quantum computing thing upstairs. You've got VR and AR and all these different things, but I know your passion, you talk about it every time I see you, is material science, >> Mary: It is. and, you know, I don't think if people, cause it's kind of under the covers, if you will, really appreciate the science advancements that are happening with materials, so when you think of kind of material science, how it's moving, and the opportunities that that's opening up just in the technology of the materials themselves, what gets you excited? What are some of the things that people should know about that maybe they're not paying attention to? >> Yeah, well, so first of all, I'm excited about it because that was my degree in college, and I never thought I would use it here at Accenture. (laughs) >> Jeff: Good lesson for those watching at home. >> Yeah, so I used to you know, work in a wet lab and build hydro gels and all kinds of cool, um... So this has been a journey for me, but what I'm really excited is this is a space that you wouldn't think of Accenture playing in normally, right? You wouldn't think of us having this expertise, but when you think about the proliferation of sensors that we think about today, material science allows you to start to do some of the same things that we see with sensors, and even actuators, but at the molecular level, and we can start to do it at a different scale than what's available today, whether it's at a really small scale, or really big scale with coatings, right, or even paint, that start to create really, truly interactive, connected spaces. You know, we all talk about IOT and connected spaces and connected buildings, and that's great, but imagine if everything's connective, like the walls, the floor, your clothing, and you can start to almost in a way have a conversation with the space, right? >> Jeff: Right, right. >> Have an interaction that's super personalized based on everything that's happening. You know, the environment understands everything that's going on, and ideally if we start to apply our research with AI, can start to understand well, what's your intent? What's the context? And then, how do you actually shape and create a super, super personalized experience? >> So just so people understand what you just said, well, let me make sure I understand. Now, you're talking about like in a coating, so instead of a sensor or many sensors, the actual coating, say inside of a pipe that you're trying to keep track of, the whole coating becomes one big sensor? >> Mary: That's right, exactly. >> Yeah, that's a pretty big game changer. (laughs) >> Yeah, yeah. >> And are you seeing the implementation? I mean, what are some of the ones that are actually out in the field today that people probably, you know, are rolling over, walking by, touching, and have no clue that they're really interacting with material science as opposed to electronics, for instance? >> It's still pretty early days, so this is why it's in our incubation stage, and we're playing with things like skin tattoos, right? You've probably, I dunno if you've seen Beyonce's. You know, have those gold leaf tattoos? Well we can do those same cool tattoos but make them controllers for your space, or you know the Levi's jacket that has the jacquard, we actually now have in house one of the teams that worked on that, and so, you know, we're starting to see, you know, in actual clothing, the ability to use that material science, conductive thread to create a whole new way of interacting. (laughs) >> Wow. >> Which is really, really cool, and then, you know, we're thinking about, you know, how do you create those advances? If you can use a stretchy polymer that understands when it's being stretched, you can start to apply that to, you know, maybe an armband or an elbow brace that for physical therapy understands how much you're bending your arm, and are you doing your physical therapy in the right way, so instead of, you know, once or twice going in your doctor and checking, you know, how are things going? >> Jeff: Right, right. >> They can have real time constant updates in a pretty lo-fi way, but it's through these new smart materials. >> Right, such cool stuff. >> Yeah. >> It's like, look at the smile. You love this stuff. >> (laughs) I do. >> All right, well we got to let you go, cause they're getting ready to kick off the big thing. >> I'm getting left behind! (laughs) >> And I don't want to get you the kick, so thank you for taking a few minutes, and thanks for having us back, and congrats to you and the team. >> Thank you, super fun and thanks for having me. >> All right, she's Mary, I'm Jeff. You're watching theCUBE with the Accenture Tech Innovation 2020 launch. Check it out online. They'll have all the stuff. It'll make you think, and thanks for watching. We'll see you next time. (energetic theme music)

Published Date : Feb 12 2020

SUMMARY :

Brought to you by Accenture. We saw you last year. But now you've had this place open for a year. of crazy new things here in our labs and in the hub. So we've talked before that, you know, Where do you fit and how do you augment that? We're so fortunate that, you know, out of the 500 thousand and we'll bring, you know, our technology labs So we've done both. to start the program as you can tell. (laughs) of technology labs that you guys have in here. of the materials themselves, what gets you excited? because that was my degree in college, and I never thought that we think about today, material science allows you And then, how do you actually shape and create So just so people understand what you just said, Yeah, that's a pretty big game changer. of the teams that worked on that, and so, you know, They can have real time constant updates in a pretty lo-fi It's like, look at the smile. All right, well we got to let you go, and congrats to you and the team. It'll make you think, and thanks for watching.

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Sandra Hamilton, Commvault | Commvault GO 2019


 

>>Live from Denver, Colorado. It's the cube covering comm vault. Go 2019 brought to you by Combolt. Hey, >>I'll come back to the cube date to have our coverage of Combalt go. 19 Lisa Martin with Stu. Met a man. We are in Colorado. Please welcome to the cube Sandy Hamilton, the VP of customer success. Been a convo four and a half months. So welcome to the Q book and the call. Sandy, thank you very much for having me. I really appreciate the opportunity to sit here with you this morning and share a little bit about what's going on at Commonwealth and it's been great. You guys are here. It's been fantastic. We had a great day yesterday. We got to speak with Sanjay, with Rob, Don foster, Mercer, a whole bunch of your customers. Well exactly the vibe, the positivity from the channel to the customer to the course. Even the OJI calm ball guys that I worked a couple of 10 years ago that are still here, it does really feel like a new combo and you're part of that on. >>Sanjay probably brought you in and the spring of 2019 and we've seen a lot of progress and a lot of momentum from comm vault in terms of leadership changes, sills structured new programs for channel. Exciting stuff. You kicked off this morning's keynote and you had the opportunity to introduce Jimmy Chen who if you haven't seen free solo, I haven't seen it. I'm watching it as soon as they get home from us. Amazing. But what a great way to introduce failure and why it's important to be prepared because it is going to happen. I just thought that was a great tone. Especially talking with you. Who leads customer success. >> Absolutely. Thank you Lisa very much and good morning Sue. Appreciate it. You know it's interesting cause when I think about customer success here at Comvalt, there's so many different facets to it. There really is all about engaging with our customers across everything that they do and we want to make sure our customers are prepared for something that will likely happen to them someday. >>Right. We have one of our customers talking about a cyber attack down there on their environment and how we were actually able to help them recover. So it's also that preparedness that Jimmy talked about, right? And making sure that you are training as much as you can, being prepared for what may come and knowing how to recover from that as he, as he talked about. I also think one of the things that we do really well is we listened to our customers when they give us feedback. So it's about how did those customers use what we did differently or how did they try it? And it wasn't exactly what they thought. And so how do we continue to innovate with the feedback from our customers? >>Sandy, one of the things we're hearing loud and clear from your customers is they're not alone. They're ready. I love, we have, Matthew is coming on a little bit later talking about, he's like, I'm here and my other person that does disaster, he's here too. So you know, I'm doing my own free solo. We've been talking about in tech, it's the technology and the people working together. You talked a little bit in your keynote about automated workflows, machine learning, talk about some of those pieces as to how the innovation that Combolt's bringing out is going to enable and simplify the lives of, >>yeah, I mean I think it, I think it does come down to how are we really taking care of the backend, if you will, from a technology perspective and what can we make more automated, you know, more secure. You know, you think about things like, I was even talking about new automated workflows around scheduling, even your backup windows, right? And if you think about, you know, the complexity that goes into scheduling all of that across all of your environments, we have the ability to actually have you just set what your windows should be and we'll manage all the complexities in the background, which allows you to go do things like this for customers to come to do things like this. >>So Sandy, I tell you, some of us, there's that little bit of nervousness around automation and even customers talking about, Oh well I can just do it over text. And I'm just thinking back to the how many times have I responded to the wrong text thread and Oh my gosh, what if that was my, you know, data that I did the wrong thing with. >>Yeah. Yeah. I mean, you know, one of the things that I love about this company, and again I've been here for a short period of time, but our worldwide customer support organization is just, you know, one of the hallmarks I think of this company, right? And how we're actually there for those customers at any point in time whenever they need any type of um, you know, help and support. And it isn't just the, you know, when you actually need that, when something goes wrong, it's also proactively we have professional services people, you know, we have all kinds of folks in between. Our partners play a huge role in making sure that our customers are successful with what they have going on. Let's dig into and dissect the customer life cycle. Help us understand what that's like for one and existing combo customer. Cause we talked to a couple of yesterday who've been combo customers for you know, a decade. >>So walk us through a customer life cycle for an incumbent customer as well as a new customer who is like Sanjay said yesterday, one of the things that surprised him is that a lot of customers don't know Combolt so what's the life cycle like for the existing customers and those new ones? >> Yeah, so you know, our fantastic install base of customers that we have today, one of the things that we are striving to continue to do is to make sure we're engaged with them from the beginning to the end. And the end isn't when they end, it's when you know, we're then fully deployed helping them do what they need to go in their environment. I think one of the great things about where we are with Comvalt right now is we actually have new products, new technologies, right? Have you guys had been exposed to, how are we making sure that the customers that we've had for a while are truly understanding what those new capabilities are? >>So if you think about it for us, it's how are we helping them to actually do more with their existing Convolt investment and potentially leverage us in other ways across their environment. Um, so we have, you know, our team of, you know, great, uh, you know, sales reps as well as our fantastic, you know, sales engineers, um, all the way through. Again, you know, PS and support, those people are always in contact with our customers, helping them to understand what we can really do across that life cycle and if they need to make changes along the way, we're here to help them, you know, do that as well. For a newer customer. One of the things that we're really focused on right now is that initial sort of onboarding for them and what set experience like for those customers. So having more of a, of a programmatic touch with those customers to make sure that we're more consistent in what we're doing. So they are actually receiving a lot of the same information at the same time and we're able to actually help them actually frankly in a more accelerated fashion, which is I think really important for them to get up and running as well. >>And when we talked about metallic yesterday with Rob and some other folks and I think a gentleman from Sirius, one of your launch partners, yes, Michael Gump. And you know the fact that that technology has the ability for partners to evaluate exactly what is going on with their customers so that they can potentially be even predictive to customers in terms of whether they're backing up end points or O three 65 I thought that was a really interesting capability that Colombo now has. It's giving that insights and the intelligence even to the partners to be able to help those customers make better decisions before they even know what to do makes exactly. >>They and their son, our partners are such a key part here to everything that we're really trying to do. And especially with the metallic, it's all through partners, right? And so we're really trying to drive that behavior and that means we've really have to ensure that we are bringing all of those partners into the same fold. They should have the same, you know, capabilities that we do. It's one of the, one of the also things that I'm trying to work on right now is how are we making sure our partners are better enabled around the things that we have in the capability. So we're working on, as part of those partner programs that you mentioned is do they have the right tools, if you will, and knowledge to go do what they need to go do to help our customers as well because it really is a partnership. >>Yeah. So Sandy, we've been looking at various different aspects of the change required to deliver metallic, which is now a SAS offering from a services and from a support standpoint, I think of a different experience from SAS as opposed to enterprise software. So bring, bring us, bring us your perspective. Yeah. This >>comes back a little bit to the onboarding experience, right? Where it's got to be much more digital touch. It's gotta be much more hands off cause that's the way the are thinking about buying metallic in the first place. Right? They don't have to have a sales rep, they can go by metallic, you know, frankly on their website right now, metallic.io, you know, you can go there, you can get everything you need to get started. Um, and so we want to make sure that the customers have different ways of engaging. And so some of that could very much be digital. Some of that can be, you know, different avenues of how they're working. They're wanting to work with us. But when you also then think about that type of a model, you start to think about consumption matters, right? And how much they're using and are they using everything that they purchased. >>And so we actually have a small team of customer success managers right now in the organization that are working with all of the new customers that we have in the SAS world to say, how are you doing? How's that going? You know, how's your touch? Is there anything that's presenting a challenge for you? Making sure they really do fully understand the capabilities end to end of that technology so that we can really get them onboarded super quick. As you probably know from talking to those guys, we're not having any services really around metallic cause it's not designed to need those services, which is huge. You know, I think in not only the SAS space but for Convolt as well. I think it's a new era and it also provides, frankly an opportunity for our partners to continue to engage with those customers going forward as well. >>One of the first things that I reacted to when I saw metallic, a Combalt venture was venture. I wanted to understand that. And so as we were talking yesterday with some of the gentlemen I mentioned, it's a startup within Combalt. Yeah. So coming from puppet but shoot dead in which Sonjay Mirchandani ran very successfully. Got puppet global. Your take on going from a startup like puppet to an incumbent like convo and now having this venture within it. Yeah. You know, I think it's one of the brilliant things that Sanjay and the team did very early on to recognize what Rob Calu, Ian and the rest of the folks were doing around this idea of what is now metallic. And they had been noodling it and Sanjay's like, that's got a really good opportunity. However we got to go capitalize on that now and bring that to market for our customers now. >>And if we had continued on in the way that we were, which is where it was night jobs and we didn't necessarily have all the dedicated people to go do it, you know, we may not have metallic right now. And so it was, it was really a great thing within the company to really go pull those resources out of what they were doing and say, you guys are a little startup, you know, here you go do it. And we actually had a little celebratory toast the other night with that team because of what, just a fantastic job that they've done. And one of the common threads in something everybody said was the collaboration that it really brought, not only within that team but across Combalt because there's a singular goal in bringing this to market for our customers. So it's been a great experience. I think we're going to leverage it and do more. So Sandy, >>before we let you go, need to talk a little bit about the. >>Fabulous. If I had one here I would, but I don't. So, um, a couple of months ago at VMworld, I don't know if you guys were there, you guys were probably there. Um, we actually started this thing called the D data therapy dog park. And there we had a number of puppies and they were outside. Folks came by, you know, visited. They stopped, they distressed, they got to pet a puppy. I mean, the social media was just out of this world, right? And we had San Francisco policemen there. It was, it was, it was great. Even competitors, I will say even competitors were there. It was, it was pretty funny. But, um, by the end of it, over 50% of the dogs that were there actually got adopted out, um, you know, into homes where they otherwise wouldn't have. Um, since then there've been a couple of people that have actually copied this little idea and you know, P places are springing up. >>So we have a, what we call it, data therapy dog park here where you can go in and get your puppy fix, you know, sit with the dogs and relax for a bit. But you know, we're super excited about it as well because, you know, it's sort of a fun play on what we do, but, but it's also, I think, you know, a great thing for the community and something that is near and dear to my heart. I have four dogs. Um, and so I'm not planning on taking another one home, but I'm doing my best to get some of these adopted. So if anybody out there is interested, just let me know. >>Oh, that was adoptable. All of them cheese. I'm picking up a new puppy and about eight days. So other ones of friends. I've got to have dogs enough for you. Do you need a third? We'll have a friend that has two puppies at the same time and said it's not that much more. I have had one before. You're good to go. We can, we can hook you up. Oh no. But one of the great things is it also, first of all, imitation is the highest form of flattery or for other competitors that are doing something similar, but you also just speak to the fact that we're all people, right? We are. We're traveling, especially for people that go to a lot of conferences and it's just one of those nice human elements that similar with the stories that customers share about, Hey, this is a failure that we had and this is how it helped us to recover from that. It's the same thing with, you can't be in a bad mood with, I think puppies, cupcakes and balloons. So if there were, I know that I could finish a show today >>that's like I took one of the little puppies when I was rehearsing yesterday on main stage. I took one of them with me out there and I was just holding it the whole time, you know? It was really, >>this was great. I'm afraid to venture back into the data therapy document. You're proud taking another one home OU was. Andy. It's been a pleasure to have very much. I appreciate it. Appreciate the time. Thank you and hope you have a great rest of the event. If you need anything, let us know. I'm sure we will and I can't wait to talk to you next year when you've been a comm vault for a whole like 16 months and hearing some great stories we do as well. All right. Take care. First two men, a man, Sandy Hamilton, the puppies, and I'm Lisa Martin. You're watching the cue from Convault go and 19 thanks for watching.

Published Date : Oct 16 2019

SUMMARY :

Go 2019 brought to you by Combolt. here with you this morning and share a little bit about what's going on at Commonwealth and it's been great. morning's keynote and you had the opportunity to introduce Jimmy Chen who success here at Comvalt, there's so many different facets to it. And making sure that you are training So you know, I'm doing my own free solo. to actually have you just set what your windows should be and we'll manage all the complexities in the background, what if that was my, you know, data that I did the wrong thing with. And it isn't just the, you know, when you actually need that, it's when you know, we're then fully deployed helping them do what they need to go in that life cycle and if they need to make changes along the way, we're here to help them, you know, do that as well. fact that that technology has the ability for partners to evaluate exactly what is They should have the same, you know, capabilities that we do. to enterprise software. They don't have to have a sales rep, they can go by metallic, you know, frankly on As you probably know from talking to those guys, we're not having any services really around metallic cause One of the first things that I reacted to when I saw metallic, a Combalt venture was venture. have all the dedicated people to go do it, you know, we may not have metallic right now. Um, since then there've been a couple of people that have actually copied this little idea and you know, So we have a, what we call it, data therapy dog park here where you can go in and get your puppy fix, for other competitors that are doing something similar, but you also just speak to the fact that we're all people, just holding it the whole time, you know? I'm sure we will and I can't wait to talk to you next year when you've been a comm vault for a whole like 16

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Andy Crago, Infoverity & Pinkrose Hamilton, Hackensack Meridian Health | Informatica World 2019


 

(upbeat techno music) >> Live from Las Vegas. Its theCUBE, covering Informatica World 2019. Brought to you by Informatica. >> Welcome back everyone to theCUBE's live coverage of Informatica World 2019 here in Sin City Nevada. I'm your host Rebecca Knight, along with my co-host John Furrier. We have two guests for this segment: we have Pinkrose Hamilton, she is the VP Business Intelligence at Hackensack Meridian Health. Thanks for coming on the show. >> Thank you for having me. >> And we have Andy Crago, he is the Managing Consultant at Infoverity, thanks so much Andy. >> Thanks for having me. >> So tell us a little bit about this partnership between Hackensack and Infoverity. >> Well we were looking for an implementation partner, we were looking for the skills to come in and help us really implement MDM specifically, we're also implementing a few other technologies that we can probably speak about, but that's how we got connected. >> So tell us a little bit about what life was like before MDM. What were sort of the obstacles, the challenges that you were wrestling with? >> So Hackensack Meridian Health is the largest health system in New Jersey, and we are a very fast-growing, we like to consider ourselves disruptive, health industry in New Jersey, and so because of that we were growing and acquiring mergers acquisitions, and many different EMRs, many different physician credentialing systems were involved in this so we had to make a decision of do we wait 'til we're all on one system, which we all know will never happen, or never happen in time sometimes, so we decided to do the MDM approach which makes the most sense to us. >> One of the things that's interesting we talked, we go to hundreds of events, we talk to a lot of experts and practitioners, and everyone buys into cloud at some level, cloud natives, certainly born in the cloud, great benefits. Data's critical because in SAS, data's great if you have it because you can feed machine learning, you can take more risks, be agile, and more risk more reward. And the apps, it's all good, right? On the enterprise side, on premises, legacy kind of kicks in. If data can't feed machine learning or can't feed the app, AI really can't be enabled. This becomes a key challenge in the industry. How do you guys look at that? Because as you lay out, it's not a simple answer go to the cloud, just do on prem, you got to think about architecture. What do you guys doing with regards to where the data's stored, how do you think about it, what's some advice, best practice can you share? >> Well, I consider data storage being more like a house you're living in, right? So we buy our starter homes and we start our families. And then we outgrow this house, and then we have to say okay, I need a bigger house and we start growing. And so data's run pretty much the same way. We start outgrowing our on prem houses, and so now we're moving out, and we're moving to bigger and better things, which is cloud. And so I think hybrid is where we start, right? We can't start with okay, everybody move out and move into this new house, it's let's go build this new house somewhere else, let's test it out and see if we like it. So that's my thought process around it. >> So you've got the addition, that's got to work with all the plumbing, right? >> Right! >> So it's the same thing And then you got more track homes, and you got electronic cars that go in between. >> Exactly. >> Automation. So this is more of a systems view? >> Yes. Take care of the operational piece. >> Absolutely. >> Then think about developer angle, what's that, how does that architecture look? >> So in terms of what we're trying to do right now, I mean, it has to be kind of short-term vision with kind of a larger scale architecture, so you know as Pink was saying in terms of the hybrid architecture, if we are able to develop reusable cleanse functions such as the address doctor funtionality, we're were reaching out to a third party service, bringing in more enriched information, we have that in an on prem model right now. But in the future, that configuration and work will easily transition into that cloud architecture, so we're trying to keep our eye on the future and make sure that things are reusable as we move forward. >> And how do you two work together? I mean, this is such an interest, in this age of co-opetition, you're not necessarily competitors of course, but how do you work together to come up with the right solutions? What does that look like, the partnership? >> Well, we totally hate each other. >> That's right. (laughs) >> It's the first we've talked in a while. >> No, the partnership, I think, we hit it off right from the beginning. It was just a matter of you know, when we acquire new technologies and that decision of how much time and effort is it going to take for me to train my team and to identify the right folks on my team and what work am I going to take away from them in order to give them this additional work and this learning curve that needs to go into place. So I think we have to augment our teams with experts like Infoverity to come in and say, this is how this tool functions, and sometimes we bring in the technologies and we kind of just crack it open, but we don't really get the full use of it to understand exactly every bell and whistle we can take advantage of, and these guys are the experts that help us do that. >> And it's always a challenge, I mean, I think data's been center of the version for many many years, it's kind of mainstream now, and you can't look at the headlines these days without hearing one year anniversary of GDPR, privacy, so there's always been that risk management compliance stuff that's been around, certainly you guys know that. But everyday there's a new thing. Oh, you've got cloud, you got georegions, you're in this country, you're in that country. So as more regulatory things creep up, who knows, maybe blockchain's out there. So again, all these things are circling around complexity, which constrains data, not necessarily frees it so much. Well maybe build software. Do how does Informatica and customer deal with this, because I'd imagine you have to build an extraction layer, has to be some tooling around it, monitoring. >> Yeah. >> What's your take on this complexity? >> So in terms of an architecture perspective, we consolidate all of the different silos of patient data into a centralized repository. Historically, you would build a lot of point to point feeds based on a certain application. We built some custom work and we ship them off some data. But really what we want to do is be able to master once and publish to a canonical model that's more self-service and hub and spoke so as consumers and customers of the data need to come and get it, they can come to a centralized place, we can augment what data's available there, and kind of scale that with the architecture across real time capabilities, cloud, and other use cases that we come across. >> Do you feel good, data's frictionless, it's out there, it's addressable. >> In terms of the vision that we're on? So I mean, it's a couple steps at a time. But in terms of; >> It's that addition to the house. The journey and set of tools that we have, that's definitely where we're going, so. >> I want to ask you about the skills gap. One of the things that has emerged is that in the healthcare industry, it is much more evolved in the sense of there's an understanding of how to work with data. And perhaps because you've just always worked with more data than say a retail company or a consumer products company. So first of all, how big a problem is this for Hackensack Meridian Health? Is it as bad as the headlines suggest? And also what are you doing to combat it? >> So our main goal is to take care of the patient, right? So when a patient is introduced to our system, we want to be able to take care of that patient and their family members in the best possible way that we can. So if we're working with a very disparate organization, where we're on multiple EMRs specifically, it's hard for us to identify that episode of care for that patient. So the MDM piece particularly, with the patient domain allows us to do that. It allows us to view the entire episode of care for that patient, to see you went to these doctor's offices, you had these things done, you went to this lab, you had these tests done, you went to the hospital, you had this procedure, and this is what your follow-up looked like. So from a; and we're also conscious of the patient's expense in all of this as well as you know what's the provider's expense, what's the payer's expense, so you want to make it cost-effective. You want to make it accessible so that are there services that a certain zip code or patient population needs that we're not providing? That we can provide? And so this is the whole entire continuity of care. To take care of our patients the best way we can. >> My daughter just graduated college this week in Cal, the first ever data analysis college class, inaugural class so it shows how early it is. Cal's a great school, been doing data for a while. Data's a huge opportunity. Whether it's women in tech, new service area comes up. You don't need to be a hardcore programmer to get into the data business. But there's certain patterns we're seeing emerge, that you don't have to have a certain degree, because the jobs that are open, there's no degree for. There's only the first class has graduated from Berkeley. So I got to ask you for the folks in high school, or parents out there or anyone looking to reskill, what specific foundational and/or advanced skill sets should people be looking at if they really want to get into data? It could be anything. So I'd love to get your take on what you think those skills are for people out there that they want to learn something new and ride the wave. >> I'll start a little bit. I think a lot of people get really technical with data, but I think you really have to understand data within business contexts. I mean, if you're looking at a physician record, understanding the type of physician, maybe where the care was administered. You have to really think about okay, what am I trying to solve, what pain point am I looking at. So it's not about relational databases and writing sequel, you really have to understand the functional purpose of data within the business problem that you're considering. >> So machine learning's hot, the nerds go there, the geeks go there, but there's a bigger picture than just coding. >> Exactly. There's a whole data strategy that you need to consider and kind of plug and play as you go along and really understanding the data within the business context is key. >> I'm so glad you asked that question, because I'm going to give a different viewpoint from this. I have a daughter who's a junior in high school, and she's preparing her career path, and so she wants to follow mom's career path and wants to do data science, so it's very exciting for me, you know? I'm actually a role model, which you never expect your children to think of you as one. >> Congratulations. >> But yeah, she picked up a few sequel classes early on in high school. And I think that the underlining foundation of coding is probably a little bit important to get that piece of it, because when you're leading the function, and definitely knowing the business knowledge. When we start any project, we go in and we start with discovery, right? What is it that you do, how do you do it, what are your workflows, what do they look like? So that's definitely key. But adding in that technical piece makes you that perfect data science human that I would look for as an employer. >> It's certainly evolving. There's no one yet playbook, 'cause there's so many diverse opportunities to take in from visualization to ethics to coding to business value, unbelievable. >> Yeah. >> Great. Well Pink and Andy thank you both so much for coming on the show. >> Thank you so much for having me. >> Lots of great advice for newly minted graduates! >> That's right >> Yes. >> Thank you. >> I'm Rebecca Knight, for John Furrier, you are watching theCUBE. (upbeat techno music).

Published Date : May 21 2019

SUMMARY :

Brought to you by Informatica. Thanks for coming on the show. And we have Andy Crago, So tell us a little bit about this partnership that we can probably speak about, the challenges that you were wrestling with? and so because of that we were One of the things that's interesting and then we have to say okay, I need a bigger house and you got electronic cars that go in between. So this is more of a systems view? Take care of the operational piece. so you know as Pink was saying That's right. So I think we have to augment our teams and you can't look at the headlines these days of the data need to come and get it, Do you feel good, data's frictionless, In terms of the vision that we're on? It's that addition to the house. And also what are you doing to combat it? in the best possible way that we can. So I got to ask you for the folks in high school, but I think you really have to understand the nerds go there, the geeks go there, that you need to consider and kind of I'm so glad you asked that question, What is it that you do, to take in from visualization to ethics to coding Well Pink and Andy thank you both so much you are watching theCUBE.

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Brad Medairy, Booz Allen Hamilton | RSA 2019


 

>> Live from San Francisco. It's the Cube covering artists. A conference twenty nineteen brought to you by for scout. >> Hey, Welcome back, everybody. Jefe Rick here with the Cube were in the force caboose that Arcee and Mosconi center forty thousand people walking around talking about security is by far the biggest security of it in the world. We're excited to be here. And welcome back a Cube. Alumni has been playing in the security space for a very long time. He's Bradman bury the GDP from Booz Allen >> Hamilton. Brad, great to see you. >> Hey, thanks for having me here today. Absolutely. Yeah. I've, uh I've already walked about seven miles today, and, uh, just glad to be here to have >> a conversation. Yeah, the fit bitten. The walking trackers love this place, right? You feel your circles in a very short period of time. >> I feel very fit fit after today. So thank >> you. But it's pretty interesting rights, >> and you're in it. You're in a position where you're >> advising companies, both government and and commercial companies, you know, to come into an environment like this and just be overwhelmed by so many options. Right? And you can't buy everything here, and you shouldn't buy everything here. So how do you help? How do you hope your client's kind of navigate this crazy landscape. >> It's interesting, so you mentioned forty thousand people. Aziz, you see on the show, should share room floor behind us, Thousands of product companies, and, frankly, our clients are confused. Um, you know, there's a lot of tools, lot technologies. There's no silver bullet, and our clients are asking a couple of fundamental problem. A couple of fundamental questions. One. How effective in mine and then once them effective, you know, how can I be more efficient with my cyber pretty spent? >> So it's funny, effective. So how are they measuring effective, Right? Because that's a that's a kind of a changing, amorphous thing to target as well. >> That's I mean, that's that's That's the that's the key question in cybersecurity is how effective my, you know, there's lots of tools and technologies. We do a lot of instant response, but commercially and federally and in general, when looking at past reaches, its not a problem. In most cases, everyone has the best of the best and tools and technologies. But either they're drowning in data on DH or the tools aren't configured properly, so you know we're spending a lot of time helping our client's baseline their current environment. Help them look at their tool configurations, help them look at their screw. The operation center helping them figure out Can they detect the most recent threats? And how quickly can we respond? >> Right? And then how did they prioritize? That's the thing that always amazes me, because then you can't do everything right. And and it's fascinating with, you know, the recent elections and, you know, kind of a state funded threats. Is that what the bad guys are going on going after? Excuse me? Isn't necessarily your personal identifying information or your bank account, but all kinds of things that you may not have thought were that valuable yesterday, >> right? I mean, you know, it's funny. We talk a lot about these black swan events, and so you look at not Petra and you know what? Not Pecchia. There was some companies that were really hit in a very significant way, and, you know, everyone, everyone is surprised, right and way. See it time after time, folks caught off guard by, you know, these unanticipated attack vectors. It's a big problem. But, you know, I think you know, our clients are getting better. They're starting to be more proactive. There start. They're starting to become more integrated communities where they're taking intelligence and using that to better tune and Taylor there screw the operation programs. And, you know, they're starting to also used take the tools and technologies in their environment, better tie them and integrate them with their operational processes and getting better. >> Right. So another big change in the landscape. You said you've been coming here for years. Society, right? And yeah. And it's just called Industrial. I owe to your Jean. Call it. Yeah. And other things. A lot more devices should or should not be connected. Well, are going to be connected. They were necessarily designed to be connected. And you also work on the military side as well. Right? And these have significant implications. These things do things, whether it's a turbine, whether it's something in the hospital, this monitoring that hard or whether it's, you know, something in a military scenarios. So >> how are you seeing >> the adoption of that? Obviously the benefits far out way you know, the potential downfalls. But you gotta protect for the downfall, >> you know? Yo, Tio, we've u o T is one of the most pressing cyber security challenges that our client's case today. And it's funny. When we first started engaging in the OT space, there was a big vocabulary mismatch. You had thesis, Oh, organizations that we're talking threat actors and attack vectors, and then you had head of manufacturing that we're talking up time, availability and reliability and they were talking past each other. I think now we're at an attorney point where both communities air coming together to recognize that this is a really an imminent threat to the survival of their organization and that they've got to protect they're ot environment. They're starting by making sure that they have segmentation in place. But that's not enough. And you know, it's interesting when we look into a lot of the OT environments, you know, I call it the Smithsonian of it. And so, you know, I was looking at one of our client environments and, you know, they had, Ah, lot of Windows and T devices like that's great. I'm a Windows NT expert. I was using that between nineteen ninety four in nineteen ninety six, and you know, I mean, it's everybody's favorite vulnerability. Right on Rodeo. I'm your guy. So, you know, one of the challenges that we're facing is how do you go into these legacy environments that have very mission critical operations and, you know, integrates cyber security to protect and ensure their mission. And so we're working with companies like for Scott, you know, that provide Asian agent lis capabilities, that that allow us to better no one understand what's in the environment and then be able to apply policies to be able to better protect and defend them. But certainly it's a major issue that everyone's facing. We spent a lot of time talking about issues in manufacturing, but but think about the utilities. Think about the power grid. Think about building control systems. H back. You know, I was talking to a client that has a very critical mission, and I asked them all like, what's your biggest challenge? You face today? And I was thinking for something. I was thinking they were going to be talking about their mission control system. Or, you know, some of some of the rial, you know, critical critical assets they have. But what he said, My biggest challenge is my, my age back, and I'm like, really, He's like my age back goes down, My operation's gonna be disrupted. I'm going out to Coop halfway across the country, and that could result in loss of life. It's a big issue. >> Yeah, it's wild. Triggered all kinds. I think Mike earlier today said that a lot of a lot of the devices you don't even know you're running in tea. Yeah, it's like a little tiny version of Inti that's running underneath this operating system that's running this device. You don't even know it. And it's funny. You talked about the HBC. There was a keynote earlier today where they talk about, you know, if a data center HBC goes down first. I think she said, sixty seconds stuff starts turning off, right? So, you know, depending on what that thing is powering, that's a pretty significant data point. >> Yeah, you know, I think where we are in the journey and the OT is, you know, we started by creating the burning platform, making sure that there was awareness around hate. There is a problem. There is a threat. I think we've moved beyond that. WeII then moved into, you know, segmenting the BOT environment, A lot of the major nation state attacks that we've seen started in the enterprise and move laterally into the OT environment. So we're starting to get better segmentation in place. Now we're getting to a point where we're moving into, you know, the shop floors, the manufacturing facilities, the utilities, and we're starting Teo understand what's on the network right in the world This has probably been struggling with for years and have started to overcome. But in the OT environment, it's still a problem. So understanding what's connected to the network and then building strategy for how we can really protecting defendant. And the difference is it's not just about protecting and defending, but it's insuring continuity of mission. It's about being resilient, >> right and being able to find if there's a problem down the problem. I mean, we're almost numb. Tow the data breach is right there in the paper every day. I mean, I think Michael is really the last big when everyone had a connection fit down. Okay, it's another another data breach. So it's a big It's a big issue. That's right. So >> one of the things you talked about last time we had >> John was continuous diagnostic and mitigation. I think it's a really interesting take that pretty clear in the wording that it's not. It's not by something, put it in and go on vacation. It was a constant, an ongoing process, and I have to really be committed to >> Yeah, you know, I think that, you know, our clients, the federally and commercially are moving beyond compliance. And if you rewind the clock many years ago, everyone was looking at these compliance scores and saying Good to go. And in reality, if you're if you're compliant, you're really looking in the rear view mirror. And it's really about, you know, putting in programs that's continually assessing risk, continuing to take a continues to look at your your environment so that you can better understand what are the risks, one of the threats and that you can prioritize activity in action. And I think the federal government is leading the way with some major programs. I got a VHS continuous diagnostic in mitigation where they're really looking Teo up armor dot gov and, you know, really take a more proactive approach. Teo, you know, securing critical infrastructure, right? Just >> curious because you you kind >> of split the fence between the federal clients and the commercial clients. Everybody's, you know, kind of points of view in packs away they see the world. >> What if you could share? >> Kind of, maybe what's more of a federal kind of centric view that wasn't necessarily shared on the commercial side of they prioritize. And what's kind of the one of the commercial side that the feds are missing? I assume you want to get him both kind of thinking about the same thing, but there's got to be a different set of priorities. >> Yeah, you know, I think after some of the major commercial breaches, Way saw the commercial entities go through a real focused effort. Teo, take the tools that they have in the infrastructure to make sure that they're better integrated. Because, you know, in this mass product landscape, there's lots of seems that the adversaries livin and then better tie the tooling in the infrastructure with security operations and on the security operation side, take more of an intelligence driven approach, meaning that you're looking at what's going on out in the wild, taking that information be able to enrich it and using that to be more proactive instead of waiting for an event to pop up on the screen hunt for adversaries in your network. Right now, we're seeing the commercial market really refining that approach. And now we're seeing our government clients start to adopt an embrace commercial. Best practices. >> Write some curious. I love that line. Adversaries live in the scene. Right? We're going to an all hybrid world, right? Public cloud is kicking tail. People have stuff in public, cloud their stuff in their own cloud. They have, you know, it's very kind of hybrid ecosystems that sounds like it's making a whole lot of scenes. >> Yeah, you know, it. You know, just went Just when we think we're getting getting there, you know, we're getting the enterprise under control. We've got asset management in place, You know. We're modernizing security operations. We're being Mohr Hunt driven. More proactive now the attacks services expanding. You know, earlier we talked about the OT environment that's introducing a much broader and new attack service. But now we're talking about cloud and it's not just a single cloud. There's multiple cloud providers, right? And now we're not. Now we're talking about software is a service and multiple software's of service providers. So you know, it's not just what's in your environment now. It's your extended enterprise that includes clouds. So far is the service. Excuse me, ot Io ti and the problem's getting much more complex. And so it's going to keep us busy for the next couple of years. I think job security's okay, I think where I think we're gonna be busy, all >> right, before I let you go, just kind of top trends that you're thinking about what you guys are looking at a za company as we had in twenty >> nineteen, you know, a couple of things. You know, Who's Alan being being deeply rooted in defense and intelligence were working, Teo, unlocking our tradecraft that we've gained through years of dealing with the adversary and working to figure out howto better apply that to cyber defense. Things like advanced threat hunting things like adversary red teaming things like being able to do base lining to assess the effectiveness of an organisation. And then last but not least, a i a. I is a big trend in the industry. It's probably become one of the most overused but buzzwords. But we're looking at specific use cases around artificial intelligence. How do you, you know better Accelerate. Tier one tier, two events triaging in a sock. How do you better detect, you know, adversary movement to enhance detection in your enterprise and, you know, eyes, you know, very, you know, a major major term that's being thrown out at this conference. But we're really looking at how to operationalize that over the next three to five years, >> right? Right. And the bad guys have it too, right? And never forget tomorrow's Law. One of my favorite, not quoted enough laws, right, tend to overestimate in the short term and underestimate in the long term, maybe today's buzzword. But three to five years A I's gonna be everywhere. Absolutely. Alright. Well, Brad, thanks for taking a few minutes of your day is done by. Good >> to see you again. All right, >> all right. He's Brad. I'm Jeff. You're watching. The Cube were in Arcee conference in downtown San Francisco. Thanks >> for watching. We'LL see you next time.

Published Date : Mar 6 2019

SUMMARY :

A conference twenty nineteen brought to you by for scout. Alumni has been playing in the security space for a very long Brad, great to see you. Hey, thanks for having me here today. Yeah, the fit bitten. I feel very fit fit after today. But it's pretty interesting rights, You're in a position where you're you know, to come into an environment like this and just be overwhelmed by so many options. Um, you know, there's a lot of tools, amorphous thing to target as well. effective my, you know, there's lots of tools and technologies. And and it's fascinating with, you know, the recent elections and, I mean, you know, it's funny. whether it's something in the hospital, this monitoring that hard or whether it's, you know, Obviously the benefits far out way you know, And so we're working with companies like for Scott, you know, that provide Asian agent lis of a lot of the devices you don't even know you're running in tea. Yeah, you know, I think where we are in the journey and the OT is, you know, we started by creating the burning platform, I mean, we're almost numb. take that pretty clear in the wording that it's not. And it's really about, you know, putting in programs that's continually you know, kind of points of view in packs away they see the world. I assume you want to get him both kind of thinking about the same thing, but there's got to be a different set of priorities. Yeah, you know, I think after some of the major commercial breaches, Way saw the They have, you know, it's very kind of hybrid ecosystems that So you know, it's not just what's in your environment now. you know, adversary movement to enhance detection in your enterprise and, And the bad guys have it too, right? to see you again. The Cube were in Arcee conference in downtown San Francisco. We'LL see you next time.

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Mary Hamilton & Teresa Tung, Accenture Labs | Accenture Technology Vision Launch 2019


 

>> From the Salesforce Tower in downtown San Francisco, it's theCube, covering Accenture Tech Vision 2019, brought to you by SiliconANGLE Media. >> Hey welcome back everybody, Jeff Frick here with theCube. We're in downtown San Francisco with the Salesforce Tower. We're in the 33rd floor with the grand opening of the Accenture Innovation hub. It's five stories inside of the Salesforce Tower. It's pretty amazing, couple of work floors and then all kinds of labs and cool things. Tonight they introduce the technology vision. We've been coming for a couple of years. Paul Daugherty and team. Introduce that later, but we're excited to have a couple of the core team from the innovation hub. And we're joined by Mary Hamilton She's a managing director of Accenture Labs. Great to see you Mary. >> Nice to see you too. >> And Teresa Tung also managing director of Accenture Labs. Welcome. >> Thank you. >> So it's been quite a day. Starting with the ribbon cutting and the tours. This is quite a facility. So, what does it mean having this type of an asset at your disposal in your client engagements, training your own people, it's a pretty cool spot. >> Yeah, I think it's actually something that's, these innovation hubs are something that we're growing in the U.S. and around the world, but I think here in San Francisco, we have a really unique space and really unique team and opportunity where we're actually bringing together all of our innovation capabilities. We have all of them centered here and with the staircase that connects everyone, we can now serve clients by bringing the best of the best to put together the best solutions that have open innovation and research and co-creation and innovation all in one. >> Right and you had a soft opening how many months ago? So you've actually been running clients through here for a number of months, right? >> We have. So, we've been working here probably about six months in the workspaces. We've been bringing clients through, kind of breaking in the space, but just over the holidays we opened sort of all of the specialty spaces. So, the Igloo, the Immersive Experience, we've got a Makeshop, and those all started to open up so our employees can take advantage and our clients can come in. >> Right, right. >> Yeah. >> So one of the things that comes up over and over I think in every other interview that we've had today is the rock stars that are available here to help your clients. And Teresa I got to brag on you. >> Got one here. >> You're one of the rock stars, all you hear about is most patents of any services for most patents from this office of all the other offices in Accenture. >> All of Accenture >> You're probably the person. (laughs) So congratulations. Talk about your work. It's funny, doing some research, you have an interview from a long time ago, you didn't even think you wanted to get in tech. >> Yeah. >> Now you're kicking out more patents than anybody in Accenture which has like 600,000 people. Pretty great accomplishment. >> I think it's a great story how a lot about people think about technology as a geek sort of thing and they don't actually picture themselves in that role but really, technology is about imagining the future and then being able to make it happen. You can imagine an idea, and you think Cloud, and AI, VR, it's all so accessible today. You could buy a 3D printer and just print your own idea. >> Right. >> And that's so much different than I think it was even ten, twenty years ago. And so when you think about tech, it's much more about making something happen instead of, just again, coding and math. Those are enablers but that's not the outcome. >> Right, right. So what type is your specialty in terms of the type of patent work that you've done? >> I've done them all. So I start with cloud computing, doing a lot of APIs and AI. Most recently doing a lot of work on robotics and that's the next generation. >> Right. so one of the cool things here is, software is obvious, right? You get to do software development, but there's a lot of stuff. There's a lot of tangible stuff. You talked about robotics, there's a robotics lab. Fancy 3D printing lab. >> There's like this, >> Yep. >> I don't know, the maker lab, I guess you call it? >> That's right. >> So, I don't know that most people would think of Accenture maybe as being so engaged in co-creation of physical things beyond software innovation. So, has that been going on for a long time? Is that relatively new? And how is it playing in the marketplace? >> Yeah, so, there's a few things we've been doing. Some of it is the acquisitions we've made, so Mindtribe, Pillar, Matter, that really have that expertise in industrial design and physical products. So we're getting to that space. And then, I'm also, as a researcher's standpoint, I'm really excited about some of the area that you'd never think Accenture would play in around material science. So if you start to combine material science plus artificial intelligence, you start to have smart materials for smart products and that's where we see the future going is what are all the kinds of products and services that we might provide with new material? And new ways to use those materials And, >> Right. >> My original background, my degree is in material science so I feel like I've kind of come full circle and exactly what Teresa was saying is how can you design things and come up with new things? But now we're bringing it from a technology perspective. >> Right, got to get that graphene water filtration system so we can solve the water problem in California. That's another topic for another day. But I think one of the cool things is really the integration of the physical and the software. I think a really kind of underreported impact of what we're seeing today are connected devices. Not that they're just connected to do things, but they phone home at the end of the day and really enable the people that developed the products, to actually know how they're being used. And then the other thing I think is so powerful is you can get shared learning. I think that's one of the cool thing about autonomous cars and Waymo, right? If there's an accident, it's not just the people involved in the accident and the insurance adjuster that learn what not to do but you can actually integrate that learning now into the broader system. Everyone learns from one incident and that is so, so-- >> Right. >> different than what it was before. >> Yeah I mean, it really points to type of shared pursuits of larger business outcomes. By yourself, a company might see their customer and impact their business and their product, but if you think about the outcome for the customer, it's around taking an ecosystem approach. It might be your car, your insurance company, you as an individual, and maybe you might be a hobbyist with the car, you're mechanic. Like this ecosystem that I just described here. It's the same across all of the different types of verticals. People need to come together to share data to pursue these bigger outcomes. >> Right, you need to say? >> I was just going to say, and along those lines, if you're sharing data, those insights go across the legal system. But then they can get plugged back in to thinking about the design, and we're looking at something called generative design where if you have that data, you can start to actually give the designer new creative solutions that they may not have thought about. >> Right. >> So you can kind of say, hey based on these parameters of the data we've received back about this product, here are all the permutations of design that you might want to consider, and here's all the levers you can pull and then the designer can go in and then say, okay, this makes sense, this doesn't. But it gives them the set of here are all of the options based on the data. >> Right. >> And I think that's incredibly brilliant. It's kind of the human plus machine coming together to be more intelligent. >> So, human plus machine, great Segway, right? What we just got out of the presentation and one of the guys said there's three shortages coming up. There's food, water and people. And that the whole kind of automation and machines taking jobs is not the right conversation at all, that we desperately need machines and technology to take many of the tasks away because there aren't enough people to do all the tasks that are required. >> I mean think about it as a good thing. As a human, the human plus workers really enabling your job to be easier, more efficient, more effective, safer. So any task that's dull dirty, dangerous, those are things that we don't want to do as humans. We shouldn't be doing those as humans. That's a great place for the robotics and the machines to really pair with us. Or AI, AI can do a lot of those jobs at scale that again, as a human we shouldn't be doing. It's boring. Now you could have human plus machine whether it's robotics or AI to actually make the human a higher level worker. >> Right, I love the three Ds there. You got to add the fourth D, drudgery. Talking about automation, right, it's like drudgery. Nobody wants to do drudgery work. But unfortunately we still do. I mean, I'm ready for some more automation in my daily tasks for sure. Okay, so before we wrap up. What are you looking forward to? We got through the ribbon cutting. Are there some things coming in the short term that people should know about, that you're excited that you're either doing here, or some of your, kind of research directives now that we got the big five from Paul and team. What are you doing in the next little while that you can share? >> Well, I'm excited to have clients coming in, so >> Yeah. >> Al lot of the innovations that we have like Quantum Computing. This is a big bet for Accenture. At the moment, at the time we started Quantum Computing, our clients weren't begging for it yet. We made that market. We went out and took a bet. We saw how the technology was changing. We saw the investments in Quantum. We made the relationships with 1QBit, with IBM and through that, now we're able to find this client opportunity with Biogen and that's the story that we published a drug discovery method that is actually much better than what would happen before. >> Right. >> Yeah. >> Mary? >> For me it's about, it's also the clients and it's thinking about it from a co-research and co-innovation standpoint. So, how do we establish strategic, multiyear, long-term relationships with our clients where we're doing joint research together and we're leveraging everything that's in this amazing center, to bring the best and to kind of have this ongoing cycle of what's the next thing. How are we going to innovate together, and how are we going to transform them, talk about approximately from building physical products to building a set of services. >> Right, right. >> And I think that's just taking advantage of this to make that transformation with our clients is so exciting to me. >> Well, what a great space with great energy and clearly you guys look like you're ready to go. >> Hey, we are. >> So congrats again on the event, and thanks for taking a few minutes and sharing this terrific space with us. >> Thank you. >> Thank you. >> All right. She's Teresa, she's Mary, I'm Jeff. You're watching theCube, from San Francisco the Accenture Innovation Hub. Thanks for watching, we'll see you next time. (upbeat music)

Published Date : Feb 7 2019

SUMMARY :

brought to you by SiliconANGLE Media. a couple of the core team from the innovation hub. And Teresa Tung also managing director of Accenture Labs. Starting with the ribbon cutting and the tours. and with the staircase that connects everyone, but just over the holidays we opened So one of the things that comes up over and over of the rock stars, all you hear about is You're probably the person. Now you're kicking out and then being able to make it happen. Those are enablers but that's not the outcome. in terms of the type of patent work that you've done? and that's the next generation. so one of the cool things here is, And how is it playing in the marketplace? Some of it is the acquisitions we've made, and exactly what Teresa was saying is and really enable the people that developed the products, It's the same across all of go across the legal system. and here's all the levers you can pull It's kind of the human plus machine and one of the guys said there's three shortages coming up. and the machines to really pair with us. Right, I love the three Ds there. Al lot of the innovations that we have it's also the clients to make that transformation with our clients clearly you guys look like you're ready to go. So congrats again on the event, the Accenture Innovation Hub.

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Nirmal Mehta & Bret Fisher, Booz Allen Hamilton | DockerCon 2018


 

>> Live, from San Francisco, it's The Cube! Covering DockerCon '18. Brought to you by Docker and its ecosystem partners. >> Hey, welcome back to The Cube. We are live at DockerCon 2018 on a beautiful day in San Francisco. We're glad you're not playing hooky though if you're in the city because it's important to be here watching John Troyer and myself, Lisa Martin, talk to some awesome, inspiring guests. We're excited to welcome two Docker captains, that's right, to The Cube. We've got Nirmal Mehta, you are the chief technologist of Booz Allen. Welcome back to The Cube. And, we've got Bret Fisher, the author of Docker Mastery. Both of you, Docker captains. Can't wait to dig into that. But you're both speakers here at the fifth annual DockerCon. So Bret, let's talk, you just came off the stage basically. So, thank you for carving out some time for us. Talk to us about your session. What did you talk about? What was some of the interaction with the attendees? >> Well the focus is on Docker Swarm and I'm a assist admin at heart so I focus on ops more than developer but I spend my life helping developers get their stuff into production. And so, that talk centers around the challenges of going in and doing real work that's for a business with containers and how do you get what seems like an incredible amount of new stuff into production all at the same time on a container ecosystem. So, kind of helping them build the tools they need, and what we call a stack, a stack of tools, that ultimately create a full production solution. >> What were some of the commentary you heard from attendees in terms of... Were these mostly community members, were there users of container technology, what was sort of the dynamic like? >> Well you have, there's all sorts of dynamics, right? I mean you have startups, I think I took a survey in the room because it was packed and like 20% of the people in the room about were a solo DevOps admin. So they were the only person responsible for their infrastructure and their needs are way different than a team that has 20 or 30 people all serving that responsibility. So, the talk was a little bit about how do they handle their job and do this stuff. You know, all this latest technology without being overwhelmed and, then, how does it grow in complexity to a larger team and how do they sustain that. So, yeah. >> Bret, it's nice that the technology is mature enough now that people are in production, but what are some of the barriers that people hit when they try to go into production the first time? >> Yeah, great question. I think the biggest barrier is trying to do too much new at the same time. And, I don't know why we keep relearning this lesson in IT, right? We've had that problem for decades of projects being over cost, over budget, over timed, and I think with so much exciting new stuff in containers it's susceptible to that level of, we need all these new things, but you actually don't, right? You can actually get by with very small amounts of change, incrementally. So, we try to teach that pattern of growing over time, and, yeah. >> You mentioned like the one person team versus the multi-person team kind of DevOps organization. Does that same problem of boiling the ocean, do you see that in both groups? >> Yeah, I mean you have fundamentally the same needs, the same problem that you have to solve, but different levels of complexity is really all it has to do with and different levels of budget, obviously, right? So, usually the solo admin doesn't have the million dollar budget for all the tools and bells and whistles, so they might have to do more on their own, but, then, they also have less time so it's a tough row to hoe, you know, to deal with, because you've got those two different fundamental problems of time and money and people are using the most expensive thing. So, no matter what the tool is you're trying to buy, it's usually your time that's the most valuable thing. So how do we get more of our time back? And that's really what containers were all about originally was just getting more of our time back out of it and so we can put back into the business instead of focusing on the tech itself. >> Nirmal, your talk tomorrow is on empathy. >> Yes. >> Very provocative, dig into that for us. >> Sure, so it was actually inspired by a conversation I had with John a couple years ago on Geek Whisperers podcast and he asked the folks on that show, yourself included, asked if there was an event in my past that I kind of regret or taught me a lot. And it was about basically neglecting someone on my team and just kind of shoving them away. And, that moment was a big change in how I felt about the IT industry. And, what I had done was pushed someone who probably needed that help and built up a lot of courage to talk to me and I kind of just dismissed him too quickly. And, from there, I was thinking more and more about game theory and behavioral economics and seeing a lot of our clients and organizations struggle to go through a digital transformation, a DevOps transformation, a cultural transformation. So, to me, culture is kind of the core of what's happening in the industry. And so, the idea of my talk is a little bit of behavioral economics, a little bit of game theory, to kind of set the stage for where your IT organization is probably kind of is right now and how to use empathy to get your organization to that DevOps and to a more efficient place and resolve those conflicts that happen inherently. And, somehow tie that all together with Docker. So, that's kind of what my talk is all about. >> Nice, I mean what's interesting to me, Lisa, is that we do Cubes and there are many Cubes actually all across the country during conference season, right? And we talk to CEOs and VPs of very large companies and even today, at DockerCon, the word 'culture' and the talking about culture and process and people has come up every single interview. So, it's not just from the techies up that this conversation is going... this DevOps and empathy conversation is going on, it seems to be from the top down as well. Everyone seems to recognize that, if you really are going to get this productivity gain, it's not just about the tech, you gotta have culture. >> Absolutely, a successful transformation of an organization is both grassroots and top down. Can't have it without either. And, I think we inherently want to have a... Like, we want to take a pill to solve that problem and there's lots of pills: Docker or cloud or CICD or something. But, those tools are the foundational safety net for a cultural transformation, that's all that it is. So, if you're implementing Docker or Jenkins or some CICD pipeline or automation, that's a safety blanket for providing trust in an organization to allow that change in the culture to happen. But, you still need that cultural change. Just adopting Docker isn't going to make you automatically a more effective organization. Sorry, but it's just one piece and it's an important piece but you have to have that top down understanding of where you are now as an organization and where you want to be in the future. And understanding that this kind of legacy, siloed team mindset is no longer how you can achieve that. >> You talked about trust earlier from a thematic perspective as something that comes up. You know we were at SAP Sapphire last week and trust came up a lot as really paramount. And that was in the context of a vendor/customer relationship. But, to your point, it's imperative that it's actually coming from within organizations. We talk a lot about, well stuff today: multi-cloud--multi-cloud, silos-- but, there's also silos with people and without that cultural shift and probably that empathy, how successful, how big of an impact can a technology make? Are you talking with folks that are at the executive level as well as the developer level in terms of how they each have a stake and need to contribute to this empathy? >> Yeah, absolutely. So, the talk I'm doing is basically the ammunition a lower level person would need to go up to management and say, hey, you know this is where the organization is, this is what the IT department kind of looks like, these are the conflicts, and we have to change in order to succeed. And a lot of folks don't. They see the technology changes that they need. You know, adopting the new javascript framework or the new UX pattern. But, they might not have the ammunition to understand the business strategy, the organizational issues. But, they still need that evidence to actually convince a CTO or a CEO or a COO for the need to change. So, I've talked to both groups. From the C-level side, I think it comes from the inherent speed of the industry, the competitive landscape, those are all the pressures that they see and the disruptions that they are tackling. Maybe it's incumbent disruption or new startups that they may have to compete with in the future. The need for constant innovation is kind of the driver. And, IT is kind of where all that is, these days. >> That's great. Building on the concept of trust and this morning at the keynote, Matt Mckesson where they talked about trusting Docker, trusting Docker the company, trusting Docker the technology. Almost the very first words out of Steve Singh's mouth this morning were about community. And, I think community is one of the big reasons people do trust Docker and one of the things that brings them along. You guys are both Docker captains, part of a program of advocacy, community programs. I don't know, Bret, can you tell us a little bit about the program and what's involved in it? >> Yeah, sure. So, it's been around over two years now and it actually spawned out of Docker's pre-existing programs were focusing on speakers and bloggers and supporting them as well as community leaders that run meetups. And they kind of figured out that a key set of people were kind of doing two or three of those things all at once. And so, they were sort of deciding how do we make like super-groups of these people and they came up with the term Docker captain It really just means you know something about Docker, you share it constantly, something about a Docker toolset, something about the container tools. And that you're sort of... And you don't work for Docker. You're a community person that is, maybe you're working for someone that is a partner of Docker or maybe you're just a meetup volunteer that also blogs a lot about patterns and practices of Docker or new Docker features. And so, they kind of use the engineering teams at Docker to kind of pick through people on the internet and the people they see in the community that are sort of rising out of all the noise out there. And they ask them to be a part of the program and then, of course, we get nice jackets and lots of training. And, it's really just a great group of people, we're about 70 people now around the world. >> And yeah, this is global as well, right? >> Oh yeah, yep. It's one of my favorite aspects is the international aspect. I work for Booz Allen which is a more US government focused and I don't get to interact with the global community much. But, through the Docker captain program got friendships and connections almost on every continent and a lot of locations. I just saw a post of a Docker meetup in like, I think it was like Tunisia. Very, very out there kind of places. There was a Cuban one, recently, in Havana. The best connections to a global community that I've ever seen. I think one of the biggest drivers is the rapid adoption and kind of industry trend of containerization and the Docker brand and what it is basically gave rise to a ton of folks just beginners, just wanting to know what it's all about. And, we've been identified as folks that are approachable and have kind of a mandate to be people that can help answer those initial questions, help align folks that have questions with the right resources, and also just make it like a soft, warm, fuzzy kind of introduction to the community. And engage on all kinds of levels, advanced to beginner levels. >> It was interesting, again, this morning, I think about half the people raised their hands to the question, "is it their first year?" So, it still seems like the Docker, the inbound people interested in Docker is still growing and millions of developers all over the world, right? I don't know, Bret, you have a course, Docker Mastery, you also do meetups, and so I'm curious like what is the common pathway or drivers for new folks coming in, that you see and talk with? >> Yeah, what's the pathways? >> Yeah, the pathway, what's driving them? What are they trying to do? Again, are they these solo folks? >> Yeah, it's sort of a little bit of everything. We're very lucky in the course. We actually just crossed 55,000 students worldwide, 161 countries on a course that is only a year old. So, it kind of speaks to the volume of people around the world that really want to learn containers and all the tools around them. I think that the common theme there is I think we had the early adopters, right, and that was the first three or four years of Docker was people that were Silicon Valley, startups, people who were already on the bleeding edge of technology, whether it was hobbyist or enterprise. It was all people, but it was sort of the Linux people. Now, what we're getting is the true enterprise admins and developers, right. And that means, Microsoft, IBM mainframes, .Net, Java, you're getting all of these sort of traditional enterprise technologies but they all have the same passion, they're just coming in a few years later. So, what's funny is, you're meetups don't really change. They're just growing. Like what you see worldwide, the trend is we're still on the up-climb of all the groups, we have over 200 meetups worldwide now that meet once a month about Docker. It's just a crazy time right now. Everything's growing and it's like you wonder if it's ever going to stop, right How big are we gonna get, gonna take over the world with containers? >> Yeah, about 60% or more of all our meetups are completely new to Docker. And, it ranges from, you know, my boss told me about it so I gotta learn it or I found it and I want to convince other people in my organization to use it so I need to learn it more so I can make that case or, it's immediately solving a problem but I don't know how to take it to the next level, don't know where it's going, all that. It's a lot of new people. >> I get students a lot, college students that want to be more aggressive when they get in the marketplace and they hear the word 'DevOps' a lot and they think DevOps is a thing I need to learn in order to get a job. They don't really know what that is. And, of course, we don't even. At this point, it's so watered down, I don't know if anyone really knows what it is. But eventually, they search that and they come up with sort of key terms and I think one of those the come up right away is Docker. And they don't know what that is. But, I get asked the question a lot, If I go to this workshop or if I go the meetup or whatever, can I put that on my resume so I can get my first job out of school? They're always looking for something else beyond their schooling to make them a better first resume. So, it's cool to see even the people just stepping into the job market getting their feet wet with Docker even when they don't even know why they need it. >> It sounds like a symbiotic thought leadership community that you guys are part of and it sounds like the momentum we heard this morning in the general session is really carried out through the Docker captains and the communities. So, Nirmal, Bret, thanks so much for stopping by bringing your snazzy sweatshirts and sharing what you guys are doing as Docker captains. We appreciate your time. >> Thank you. >> Thank you. >> We want to thank you for watching The Cube. I'm Lisa Martin with John Troyer. We're live at DockerCon 2018. Stick around, John and I will be right back with our next guest.

Published Date : Jun 13 2018

SUMMARY :

Brought to you by Docker and its ecosystem partners. So, thank you for carving out some time for us. And so, that talk centers around the challenges of going in What were some of the commentary you heard and like 20% of the people in the room about and I think with so much exciting new stuff in containers Does that same problem of boiling the ocean, the same problem that you have to solve, and how to use empathy to get your organization and the talking about culture and process and people in the culture to happen. and need to contribute to this empathy? or new startups that they may have to compete with Building on the concept of trust and the people they see in the community and have kind of a mandate to be people that can help So, it kind of speaks to the volume of people but I don't know how to take it to the next level, and they think DevOps is a thing I need to learn and it sounds like the momentum we heard this morning We want to thank you for watching The Cube.

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Mary Hamilton & Marc Carrel-Billiard | International Women's Day 2018


 

>> Hey, welcome back everybody Jeff Frick here with theCUBE, we're downtown San Francisco, the Hotel Nikko, it's International Women's Day, March 8th, there's stuff going on all around the world, but we're excited to be here at the Accenture event, about 400 people, a lot of great panels, some familiar faces, some new faces, and one of those familiar faces joins us in the next segment. He's Marc Carrel, from Accenture, great to see you. >> Great to see you too. >> And a new face, Mary Hamilton, managing director also from Accenture Labs. Mary, great to see you. >> Great to see you too. >> So, first things, just kind of impressions of this event. I don't know if you did it last year, we weren't here, you know, there's a lot of energy, kind of, initial takeaways from some of the early panels. >> I mean, the energy is there, I mean, definitely last year we were here, I mean we do that every year for sure, and last year it was amazing as well, but I think this year is even bigger than we had last year. We have a kind of a hub and spokesmen of our organization where we have also our top leadership to go from different cities and then we celebrate all over the world. So this year the hub is here, and that's the reason why there's so much buzz and so much excitement. So that's pretty cool. >> Yeah, all of our leadership is here, and just phenomenal guests, um, from, yeah, we really aim for diversity, even not just gender diversity but diversity across all of our different panelists, you know, kind of thing they're thinking about, the way they're thinking about diversity, um, and you know, for me just some of those takeaways, you know, Vivian Ming, her point was when she showed up um, and, is there a difference between how men and women are treated? When she showed up as herself, as she is today, as a woman, she said she's never been asked a math question since. And that just blew me away that it's so black and white and they're really you know, from someone who's lived on both sides, there really is a difference. >> Right, right. So what are the topics? You guys are involved in Labs, is innovation, right? So there's digital transformation, yeah yeah yeah yeah yeah, but really innovation is kind of a more concrete thing that people are trying to achieve. And you guys are a big part of that at Labs, diversity is a big part of being more innovative. >> It's critical. >> So how do you guys see it in your customer base, and how do you see it within the work that you guys do within your own department at the Labs group? >> Well, I'll start, just, you know, you think about innovation that taps diversity is stronger innovation. Right? Our clients are delivering products and services to a diverse audience. And as we serve our clients and try to help them transform and be more digital, we have to reflect, the consumers or the buyers, for their products. And if we don't have that diversity, we're not going to deliver the right kinds of innovation. >> Right. >> I think Mary is absolutely right. And then what's very important to us is that we absolutely demonstrate that through numbers. So, you know, we have like seven labs, two of our leaders are women from those labs, we have five research domains, out of the five research domains, three out of the five are lead by women. >> Right. >> And I think that's pretty amazing. Now you see that from an organization's perspective. But I think if you look at who are the researchers, the most prolific that we have in the labs, from the few hundred people that we have, they're women. Hands down. And I'm going to give you some numbers which is again amazing, we are again publishing about 2,000 patents. I mean from the labs, since we exist. More than thirty eight percent have been driven by women. And then our most prolific labber is a woman. She has many of her, 124 applications and patents. How about that? I mean, she's amazing. >> Well drive is such an important piece, which is one of my favorite quotes. "In God we trust, but everybody else better bring data." Right? So if you don't apply data, if you don't measure the data, and you don't actually put in processes to specifically address the problem, it's just conversation, right? It's just interesting words. >> Absolutely, Jeff. And I think Mary will share with you, I mean also we're putting a process and an approach, a culture that is really changing the mind. >> Yeah. We focus on programs, not just at the junior level of recruiting, we do spend a lot of time and effort on getting out where women are, so we do things like Grace Hopper. We invest a lot to go to Grace Hopper and meet those technical women, we do things with women who code, with girls who code, what's the pipeline going to look like? But then once we have them in, how do we retain them? And so we've created a community and a network where we do a number of things. We mentor them, we create external networks, we create internal networks, we create kind of a social space, a safe social space, where you can bring up questions like "what should I wear to International Women's Day?", without having to feel awkward about asking those kind of things. We create a community that empowers and makes people feel comfortable. >> And do the clients get now that for whatever good, bad or otherwise they just need more good people. I mean we can't just not pull from the greatest population of good people that you can pull from. >> Absolutely, you're absolutely right. And I think another aspect from what I see what's happening in the lab, and I think Mary is a great example of that, we're looking at raw morals. Like, amazing woman like Mary, that is going to be driving, basically striving, and showing our people that you can really have a fantastic capacity as a technology person in the lab and in the Accenture organization overall. And that is very, very important for us. >> Yeah, and for me I'm not just a technologist but I'm also a mother of three small kids and I try to bring that to work, right? I try to show people, you know, I'm not just taking the hardcore path, I'm balancing a family I'm doing all these things that probably the rest of you are trying to do too and I let it show. Right? This is hard, how can I help you, here's what I'm going through, here are the challenges I'm facing, and try to bring others along too. >> So funny I did an interview years ago at an IBM event and there was a great women who was from an HR kind of consultative background, and she said, "You know, we spent all this time trying to find these great people, that have all these great attributes, and then we bring them in and then we just like give them the compliance manual, now you need to not be you, the mom, you've just got to be this little machine." And that's really not the way anymore, not at all. >> And credit to our leadership, to Marc, to Paul, Ellen, all the way up, right? There's true support for being truly human, bringing yourself to the workplace, and they do support it, they encourage it, right? And I think that that culturally seeps in to how we bring diversity to innovation too, right? It's bring your whole self to how you think about innovation. When we're hiring, I mean, I have a great example, I had a client come visit us, and he's been a strong supporter of us within his client space, and he came in and we were talking about you know, his work, and then I took him out to meet the team that was building the proof of concept for him, some tangential areas, and he met people from not just men and women, you know, diverse, but also different backgrounds, engineers, researchers, businessfolks, he met people from all kinds of backgrounds around the world. And he was able to have conversations about sports science, cricket, extended reality, and bring all those conversations back and at the end of his meeting he said "I was just floored at how many engaged conversations I was able to have with different people and the diversity of your workforce." And it's not just male female, right? You need that broad spectrum diversity to fuel innovation. >> Right. >> So -- >> Go ahead. >> Go ahead, Mark. Oh, I was just going to say, so, you know obviously it's a feel-good day today, it's feel-good place right here, but what are some of the significant, is it just execution or are there still some big hurdles that we have to overcome? Let's see, Mary, from your perspective. Marc's got it all figured out so we don't have to worry about him. >> Well, yeah, I mean there absolutely are, right? There is a pipeline problem, there is pipeline problem both from girls in STEM, coming up, right, what culturally we're telling girls and then there's a pipeline problem for, you know, we need to hire today. And I'm actually on the board of Women Who Code because I'm so passionate about their mission is, let's get women to understand that technology is approachable. That it is for all of us. >> Right. >> There's so many, the spectrum of what you can do with technology is so broad and so really if you think about it it's so appealing to so many women if you hit the right focus for them, then I think we can bring more women into tech even now, right? We don't have to wait for the pipe, we have to work on the pipeline, but we don't have to wait for it. We can start now. >> It's great, we do stuff with girls in tech and girls who code and obviously your Grace Hopper too. So you saw, just basing on her name, the gal that got the keynote, from uh, from the UK, who was basically, you know, at her last nickel with her kids, the poorest, homeless, and she learned how to code. And I dunno how old she was but she wasn't -- >> And we have so many stories of women who code. It turns their life around. And maybe the Tech For Good. >> Yeah, I think that's interesting, I mean also the nature of some of the projects we're doing also are driving women to be involved in this project. Do you know what is Tech For Good? I think I discussed that with you for some of these interviews. >> Yes. >> Where we're using technology and innovation to bring change to the world and the society and everything. We really believe, and we're not the only ones who believe that, you know, I mean, there are CEOs from other organizations that believe that, like, women are really on track today to build solutions or projects, with meaningful projects that really have purpose. That are meaningful to the society. And so Tech For Good, that we have launched, first of all got an incredible success, not only within the firm but outside of the firm, and the second thing is that it attracted tons of women talents. They love these kind of things. And then because they loved that, they want to stick with Accenture, and they, you couldn't describe it. >> Yeah, I mean, you get both sides of the coin. You're doing things that are empowering women in many cases, a lot of the projects we're doing. >> Right, right. And then that's also attracting women because we're excited about betterment of society and humanity and -- >> It's interesting, you know I got to give a lot of credit to kind of the younger generation coming up in terms of the prioritization of purpose within their hierarchy in deciding what to do, what companies to work for, how to spend their time, you know, it's very different than when we were, we didn't think about purpose, was trying to get a good job. Pay off the mortgage and then get a car. They don't want a car, they don't want a mortgage, they just want to do good. >> Absolutely, and I'll tell you something Jeff, I mean it's just like the Tech For Good I was just discussing with Mike Sutcliff before that, our chief officer of Accenture, and I was telling him that Tech For Good, the reason why we decided to do the Tech For Good and lab, talking to my leaders and everything is just like because my kids come to me and say "Hey Dad, you have the best job in the firm now, I mean, you need to do something with it." And so obviously we had to do some Tech For Good things. That's it. >> I love it. Alright, we're running out of time so I'll give you the last word, if when we come back a year from now, I'll probably see you in a month since I see you all the time. But a year from now at International Women's Day what are you working on, what are your priorities, how does this integrate into what you guys are doing at Labs, in your brand new space, by the way. >> Yeah, yeah. I mean part of the mission in that brand new space is to create these accidental collisions, right? >> Accidental collisions? >> Collaborative collisions I should say. (laughter) >> I was like, I love that term. >> No, we're not just colliding with each other. We're collaborating in these collisions. >> When atoms collide big things happen, right? >> Exactly. >> I'm sorry, knocked your train of thought. >> No, no, no, that's perfect. Um, and I think that whole mission is about how to create that diversity of thought. How do we bring people together that wouldn't have collaborated in the past? So my mission as we're moving into that new space, is to get my labbers, who are, you know, we're on our own little floor doing our own little thing, to expand our horizons, right? To think about diversity across the spectrum, how are we going to work with other groups, how are we going to bring different pieces to the innovation? So I hope we can reflect than even as we come back next year to this program. >> Great, alright. >> And my job is really to, I mean, as a, to pile on what Mary says, like, I'm going to continue stretching the limit of others' research. Because I think that there's nothing better than to do that hard research to solve that hard problem to elevate our people. And to be honest whether it's woman or man, they're all labbers, they're all part of our family, and there's no better, basically, reward for you to see these people, basically shining and explaining their passion to our clients, changes society and everything. That's what we got to do. >> Love the passion Marc, Mary, it's always great to catch up. >> It's great to see you. (soft music)

Published Date : Mar 10 2018

SUMMARY :

He's Marc Carrel, from Accenture, great to see you. Mary, great to see you. I don't know if you did it last year, we weren't here, and then we celebrate all over the world. the way they're thinking about diversity, um, and you know, And you guys are a big part of that at Labs, and be more digital, we have to reflect, So, you know, we have like seven labs, And I'm going to give you some numbers and you don't actually put in processes a culture that is really changing the mind. we do things with women who code, with girls who code, that you can pull from. and in the Accenture organization overall. that probably the rest of you are trying to do too and then we bring them in and we were talking about you know, his work, that we have to overcome? and then there's a pipeline problem for, you know, then I think we can bring more women and she learned how to code. And we have so many stories of women who code. I think I discussed that with you And so Tech For Good, that we have launched, a lot of the projects we're doing. And then that's also attracting women because you know, it's very different than when we were, Absolutely, and I'll tell you something Jeff, how does this integrate into what you guys are doing I mean part of the mission Collaborative collisions I should say. No, we're not just colliding with each other. is to get my labbers, who are, you know, and explaining their passion to our clients, Love the passion Marc, Mary, It's great to see you.

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Brad Medairy, Booz Allen Hamilton | Splunk .conf 2017


 

>> Announcer: Live from Washington, DC it's theCube covering .conf 2017 brought to you by Splunk. >> Welcome back here on theCube the flagship broadcast for Silicon Angle TV, glad to have you here at .conf 2017 along with Dave Vellante, John Walls. We are live in Washington, DC and balmy Washington, DC. It's like 88 here today, really hot. >> It's cooler here than it is in Boston, I here. >> Yeah, right, but we're not used to it this time of year. Brad Medairy now joins us he's an SVP at Booz Allen Hamilton and Brad, thank you for being with us. >> Dave: And another Redskins fan I heard. >> Another Redskins fan. >> It was a big night wasn't it? Sunday night, I mean we haven't had many of those in the last decade or so. >> Yeah, yeah, I became a Redskins fan in 1998 and unfortunately a little late after the three or four superbowls. >> John: That's a long dry spell, yeah. >> Are you guys Nats fans? >> Oh, huge Nats fan, I don't know, how about Brad, I don't want to speak for you. >> I've got a soft spot in my heart for the Nats, what's the story with that team? >> Well, it's just been post-season disappointment, but this year. >> This is the year. >> This is the year, although-- >> Hey, if the Redsox and the Cubs can do it. >> I hate to go down the path, but Geos worry me a little bit, but we can talk about it offline. >> Brad: Yeah, let's not talk about DC Sports. >> Three out of five outings now have not been very good, but anyway let's take care of what we can. Cyber, let's talk a little cyber here. I guess that's your expertise, so pretty calm, nothing going on these days, right? >> It's a boring field, you know? Boring field, yeah. >> A piece of cake. So you've got clients private sector, public sector, what's kind of the cross-pollination there? I mean, what are there mutual concerns, and what do you see from them in terms of common threats? >> Yeah, so at Booz Allen we support both federal and commercial clients, and we have a long history in cyber security kind of with deep roots in the defense and the intelligence community, and have been in the space for years. What's interesting is I kind of straddle both sides of the fence from a commercial and a federal perspective, and the commercial side, some of the major breaches really force a lot of these organizations to quickly get religion, and early on everything was very compliance driven and now it's much more proactive and the need to be much more both efficient and effective. The federal space is, I think in many cases, catching up, and so I've done a lot of work across .mil and there's been a lot of investment across .mil, and very secure, .gov, you know, is still probably a fast follower, and one of the things that we're doing is bringing a lot of commercial best practices into the government space and the government's quickly moving from a compliance-based approach to cyber security to much more proactive, proactive defense. >> Can you get, it's almost like a glacier sometimes, right, I mean there's a legacy mindset, in a way, that government does it's business, but I would assume that events over the past year or two have really prompted them along a little bit more. >> I mean there's definitely been some highly publicized events around breaches across .gov, and I think there's a lot of really progressive programs out there that are working to quickly you know, remediate a lot of these issues. One of the programs we're involved in is something called CDM that's run out of DHS, Continuous Diagnostic and Mitigation, and it's a program really designed to up-armor .gov, you know to increase situational awareness and provide much more proactive reporting so that you can get real-time information around events and postures of the network, so I think there's a lot of exciting activities and I think DHS and partnership with the federal agencies is really kind of spearheading that. >> So if we can just sort of lay out the situation in the commercial world and see how it compares to what's going on in gov. Product creep, right, there's dozens and dozens and dozens of products that have been installed, security teams are just sort of overwhelmed, overworked, response is too slow, I've seen data from, whatever, 190 days to 350 days, to identify an infiltration, nevermind remediate it, and so, it's a challenge, so what's happening in your world and how can you guys help? >> Yeah, you know it's funny, I love going out to the RSA conference and, you know, I watch a lot of folks in the space, walking around with a shopping cart and they meet all these great vendors and they have all these shiny pebbles and they walk away with the silver bullet, right, and so if they implement this tool or technology, they're done, right? And I think we all know, that's not the case, and so over the years I think that we've seen a lot of, a lot of organizations, both federal and commercial, try to solve a lot of the problems through, you know, new technology solutions, whether it's the next best intrusion detection, or if it's endpoint, you know, the rage now is EDR, MDR, and so, but the problem is at the end of the day, the adversaries live in the seams, and in the world that I grew up in focused a lot around counter-terrorism. We took a data-centric approach to finding advanced adversaries, and one of the reasons that the Booz Allen has strategically partnered with Splunk is we believe that, you know, in a data-centric approach to cyber, and Splunk as a platform allows us to quickly integrate data, independent of the tools because the other thing with these tool ecosystems is all these tools work really well within their own ecosystem, but as soon as you start to mix and match best of breed tools and capabilities, they tend to not play well together. And so we use Splunk as that integration hub to bring together the data that allows us to bring our advanced trade-craft and tech-craft around hunting, understanding of the adversaries to be able to fuse that data and do advanced detection and help our clients be a lot more proactive. >> So cyber foresight is the service that you lead with? >> Yeah, you know, one of the things, having a company that's been, Booz Allen I think now is 103 years old, with obvious deep roots in the federal government, and so we have a pedigree in defense and intelligence, and we have a lot of amazing analysts, a lot of amazing, what we call, tech-craft, and what we did was, this was many many years ago, and we're probably one of the best kept secrets in threat intelligence, but after maybe five or six years ago when you started to see a lot of the public breaches in the financial services industry, a lot of the financial service clients came to us and said, "Hey, Booz Allen, you guys understand the threat, you understand actors, you understand TTPs, help educate us around what these adversaries are doing. Why are they doing it, how are they doing it, and how can we get out in front of it?" So the question has always been, you know, how can we be more proactive? And so we started a capability that we, or we developed a capability called cyber foresight where we provided some of our human intelligence analysts and applied them to open-source data and we were providing threat intelligence as a service. And what's funny is today you see a lot of the cyber threat intelligence landscape is fairly crowded, when I talk to clients they affectionately refer to people that provide threat intelligence as beltway book reporters, which I love. (laughter) But for us, you know, we've lived in that space for so many years we have the analysts, the scale, the tradecraft, the tools, the technologies, and we feel that we're really well positioned to be able to provide clients with the insights. You know, early on when we were working heavily in the financial services sector, the biggest challenge a lot of our clients had in threat intelligence was, what do I do with it? Okay, so you're going to send me, what we call a Spot Report, and so hey we know this nation-state actor with this advanced set of TTPs is targeting my organization, so what, right? I'm the CISO, I'm the CIO, should I resign? Should I jump out the window? (laughter) What do I do? I know these guys are coming after me, how do I actually operationalize that? And so what we've spent a lot of time thinking about and investing in is how to operationalize threat intelligence, and when we started, you kind of think of it as a pitcher and a catcher, right? You know, so the threat intelligence provider throws those insights, but the receiver needs to be able to catch that information, be able to put it in context, process it, and then operationalize it, implement it within their enterprise to be able to stop those advanced threats. And so one of the reasons that we gravitated toward Splunk, Splunk is a platform, Splunk is becoming really, in our mind, one of the defacto repositories for IT and cyber data across our client space, so when you take that, all those insights that Splunk has around the cyber posture and the infrastructure of an enterprise, and you overlay the threat intelligence with that, it gives us the ability to be able to quickly operationalize that intelligence, and so what does that mean? So, you know, when a security operator is sitting at a console, they're drowning in data, and, you know, analysts, we've investigated tons of commercial breaches and in most cases what we see is the analyst, at some point, had a blinking red light on their screen that was an indicator of that particular breach. The problem is, how do you filter through the noise? That's a problem that this whole industry, it's a signal to noise ratio issue. >> So you guys bring humans to that equation, human intelligence meets analytics and machine intelligence, and your adversary has evolved, and I wonder if you can talk about that, it's gone from sort of hacktivists to organized crime and nation-states, so they've become much more sophisticated. How have the humans sort of evolved as well that your bridge to bear? >> Yeah, I mean certainly the bear to entry is lower, and so now we're seeing ransomware as a service, we're seeing attacks on industrial control systems, on IOT devices, you know, financial services now is extremely concerned about building control systems because if you can compromise and build a control system you can get into potentially laterally move into the enterprise network. And so our analysts now not only are traditional intelligence analysts that understand adversaries and TTPs, but they also need to be technologists, they need to have reverse engineering experience, they need to be malware analysts, they need to be able to look at attack factors in TTPs to be able to put all the stuff in context, and again it goes back to being able to operationalize this intelligence to get value out of it quickly. >> They need to have imaginations, right? I mean thinking like the bad guys, I guess. >> Yeah, I mean we spend a lot of time, we've started up a new capability called Dark Labs and it's our way to be able to unlock some of those folks that think like bad guys and be able to unleash them to look at the world through a different lens, and be able to help provide clients insights into attack factors, new TTPs, and it's fascinating to watch those teams work. >> How does social media come into play here? Or is that a problem at all, or is that a consideration for you at all? >> Well, you know, when we look at a lot of attacks, what's kind of interesting with the space now is you look at nation-state and nation-state activists and they have sophisticated TTPs. In general they don't have to use them. Nation-states haven't even pulled out their quote "good stuff" yet because right now, for the most part they go with low-hanging fruit, low-hanging fruit being-- >> Just pushing the door open, right? >> Yeah, I mean, why try to crash through the wall when you can just, you know, the door's not locked? And so, you know, when you talk about things like social media whether it's phishing, whether it's malware injected in images, or on Facebook, or Twitter, you know, the majority of tacts are either driven through people, or driven through just unpatched systems. And so, you know, it's kind of cliche, but it really starts with policies, training of the people in your organization, but then also putting some more proactive monitoring in place to be able to kind of start to detect some of those more advanced signatures for some of the stuff that's happening in social media. >> It's like having the best security system in the world, but you left your front door unlocked. >> That's right, that's right. >> So I wonder if, Brad, I don't know how much you can say, but I wonder if you could comment just generally, like you said, we haven't seen their best pitch yet, we had Robert Gates on, and when I was interviewing him he said, "You know, we have great offensive posture and security, but we have to be super careful how we use it because when it comes to critical infrastructure we have the most to lose." And when you think about the sort of aftermath of Stuxnet, when basically the Iranians said hey we can do this too, what's the general sort of philosophy inside the beltway around offense versus defense? >> You know, I think from, that's a great question. From an offensive cyber perspective I think where the industry is going is how do you take offensive tradecraft and apply it to defensive? And so by that I mean, think about we take folks that have experience thinking like a bad guy, but unleash them in a security operation center to do things like advanced hunting, and so what they'll do is take large sets of data and start doing hypothesis driven analytics where they'll be able to kind of think like a bad guy and then they'll have developers or techies next to them building different types of analytics to try to take their mind and put it into an analytic that you can run over a set of data to see, hey, is there an actor on your network performing like that? And so I think we see in the space now a lot of focus around hunting and red teaming, and I think that's kind of the industry's way of trying to take some of that offensive mentality, but then apply it on the defensive side. >> Dave: It just acts like kind of Navy Seal operations in security. >> Right, right, yeah. I mean the challenge is there's a finite set of people in the world that really, truly have that level of tradecraft so the question is, how do you actually deliver that at any level of scale that can make a difference across this broader industry. >> So it's the quantity of those skill sets, and they always say that the amazing thing, again I come back to Stuxnet, was that the code was perfect. >> Brad: Yeah. >> The antivirus guy said, "We've never seen anything like that where the code is just perfect." And you're saying it's just a quantity of skills that enables that, that's how you know it's nation-state, obviously, something like that. >> Yeah, I mean the level of expertise, the skill set, the time it take to be able to mature that tradecraft is many many years, and so I think that when we can crack the bubble of how we can take that expertise, deliver it in a defensive way to provide unique insights that, and do that at scale because just taking one of those folks into an organization doesn't help the whole, right? How can you actually kind of operationalize that to be able to deliver that treadecraft through things like analytics as a service, through manage, detection, and response, at scale so that one person can influence many many organizations at one time. >> And, just before we go, so cyber foresight is available today, it's something you're going to market with. >> Yeah, we just partnered with Splunk, it's available as a part of Splunk ES, it's an add-on, and it provides our analysts the ability to provide insights and be able to operationalize that within Splunk, we're super excited about it and it's been a great partnership with Splunk and their ES team. >> Dave: So you guys are going to market together on this one. >> We are partnered, we're going to market together, and delivering the best of our tradecraft and our intelligence analysts with their platform and product. >> Dave: Alright, good luck with it. >> Hey, thank you, thank you very much, guys. >> Good pair, that's for sure, yeah. Thank you, Brad, for being with us here, and Monday night, let's see how it goes, right? >> Yeah, I'm optimistic. >> Very good, alright. Coach Brad Medairy joining us with his rundown on what's happening at Booz Allen. Back with more here on theCube, you're watching live .conf 2017.

Published Date : Sep 27 2017

SUMMARY :

conf 2017 brought to you by Splunk. for Silicon Angle TV, glad to have you here Booz Allen Hamilton and Brad, thank you for being with us. Sunday night, I mean we haven't had many the three or four superbowls. how about Brad, I don't want to speak for you. but this year. I hate to go down the path, but anyway let's take care of what we can. It's a boring field, you know? and what do you see from them in terms of common threats? and the need to be much more both efficient and effective. Can you get, it's almost like a glacier sometimes, and it's a program really designed to and dozens of products that have been installed, and so over the years I think that we've seen a lot of, a lot of the financial service clients came to us and I wonder if you can talk about that, Yeah, I mean certainly the bear to entry is lower, They need to have imaginations, right? and be able to help provide clients insights into for the most part they go with low-hanging fruit, And so, you know, when you talk about things like but you left your front door unlocked. and security, but we have to be super careful and then they'll have developers or techies next to them Dave: It just acts like kind of I mean the challenge is there's a finite set of So it's the quantity of those skill sets, that enables that, that's how you know it's the time it take to be able to mature that tradecraft is And, just before we go, so cyber foresight is available the ability to provide insights and be able to Dave: So you guys are going and delivering the best of our tradecraft and our and Monday night, let's see how it goes, right? Coach Brad Medairy joining us with his rundown

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Andy Jassy & James Hamilton Keynote Analysis | AWS re:Invent 2016


 

>>Like for Las Vegas, Nevada, that's the cue governor AWS reinvent 2016, brought to you by AWS and its ecosystem partners. Now, here are your hosts, John furrier and Stu minimum. >>We are here, live in Las Vegas with the cube all week. I'm John minimum. We are breaking down all the re-invent coverage. The cube is going on for three days. Um, Stu and I are going to break down here and studio B the analysis of Andy Jassy, his keynote. This is really day one of the event yesterday was kind of a preview at James Hamilton. Uh, Tuesday evening, I had a great band up there. Uh, and then he came on and delivered a really an Epic performance laying out as a, he's not a showman in the sense of, uh, uh, Steve jobs like, but he has a Steve jobs like cred, uh, James Hamilton, when it comes to the gigs in the community, he delivered the, what I call the secret sauce with AWS as data centers. And then Andy Jassy today with his keynote again is so high pack. >>They start at 8:00 AM, which is kind of not usual for events with so much to up their pack. Councilor came on stage AI Stu. First, I want to get your take on today's keynote with Andy Jassy. You were in the front row. What was going on inside the room? Tip, tell us your perspective, give us the vibe. What was the energy level and what was, what was it like? Yeah. John, as you said, starting at 8:00 AM, it's like a up, we must be talking to the tech audience because developers usually like to start a little bit later than that. Um, it was an embarrassment of riches. Uh, Andy gets on stage, as he told you, when you met with him up at his home in Seattle, uh, they've got, they're going to have about a thousand, you know, major new features updates. Uh, and you know, I think Andy went through a couple of hundred of them up on stage. >>Uh, you know, this is a group of true believers pack. Keynote people started streaming in over an hour ahead of time because only 10,000 could fit in the main tent. They had other remote locations where you could go get, you know, mimosas, bloody Marys or coffee. Uh, if you wanted to watch us, all over that. But it, it, it just to tell you, my fourth year here at the show and it's like, Oh yeah, another tech show. You're going to get keynotes. They're going to make some announcements yawn, no Amazon impresses every year. And they delivered this year. Andy might not be a showman, but you know, he was punching at a, you know, Larry Ellison and Oracle quite a bit. He got huge ovations. Like every time they announced a new compute instance, uh, in lots of these things, uh, and a little bit of show flare, uh, at the end, uh, certainly the going into the database market. >>Uh, but also they're making some really good infrastructure enhancements with the new services. What was your highlight if you're going to look at what the most significant, most important story this morning, what, what was squinting through all the great announcements? What ones you liked best? Oh boy. John, I have to pick one. I mean, here, here's a few number one is, you know, there's, there's some pushback from people in the community that, Oh, you know, they announced another ton of news, you know, compute instances, there's all these different storage configurations. Uh aren't we supposed to be making things simple. Uh, and that's when they had a one Amazon LightSail, which is the virtual private servers in seconds really goes after, you know, kind of a, you know, simple, low cost model, uh, really digital ocean's the leader in that space starting at like $5 a month, John, uh, you know, very exciting. A lot of people, uh, you know, really getting, uh, you know, as to where this could go every year, Amazon has a number of competitors that they're just like up, we see this opportunity. We can go after this. And John, this is not a high margin business. I mean, usually it's like, Oh, okay, database. I understand there's huge margin there. The storage market, of course, LightSail $5 a month. I mean, you know, they make it up in volume, but it's super fast. >>It was on a playbook. It drive the price down as low as possible, and then shift the value with the analytics. Um, and, uh, Aurora PA um, um, uh, pack housing or any chassis said fastest growing service in the history of Amazon last year, he said red shift was that this surpass red shift, uh, the announced Postgres equal on a roar, another big significant customer request. Um, just on and on the database seems to be the lock-in spec that they're trying to undo from Oracle. Um, they're not stopping. I mean, the rhetoric was all time high, John, the picture Larry Ellison popped out, popped in the Oracle. Oh, in the, in, in the O >>We know the long pole in the tent for enterprises is the applications you have making any changes in that, uh, doing any refactoring, you know, tinkering, you know, those are hard things to do. Um, but you know, we've heard a lot from Amazon this week as to how they're helping with migration, how they're giving options, how they're giving bridges, uh, things like VMware on AWS to bridge over from where you are, you know, you can lift and shift it. You can move it, you can rewrite it, lots of options there. Uh, and Amazon just has so many services and so many customers, thousands of systems integrators, uh, you know, thousands of ASVs, uh, and really big enterprises, you know, making statements up on stage. When you get Workday up on stage, John, you get McDonald's up on stage. Uh, you know, it's impressive. >>Some big name accounts, no doubt about it. That's do I want to get your thoughts on James Hamilton? Again, Amazon's got some of the announcements. I mean, some companies will launch entire conference keynote around maybe one or two of what they've done out of the many that they've had here also to note, there's been over 150 partner announcements. So the ecosystems do before we get to Hamilton, I want to talk about the ecosystem. This feels a lot like 2011, VMware. I was kind of joking with Sanjay Poonen the CEO of VMware was just on the cube with us and saying, what do you think about VMworld this year? I mean, re-invent, I was kind of tongue in cheek. I wanted to zinc them a little bit, but stew, this feels like, >>So John, I'm an infrastructure guy, and I want to talk about James Hamilton. One thing we got to cover first green grass. I, you know, green grass is how Amazon is taking their serverless architecture, really Lambda and taking it beyond the cloud. So how do I get, you know, that, that kind of hybrid edge, we talked about it a little bit with Sanjay, but number one, I can start pulling VMware into AWS. Number two, I can now get, you know, my Lambda services, uh, out on the edge, they talked about some IOT plays on, they talked about the snowball edge, uh, which is going to allow me to have kind of compute and storage, uh, down at that edge. Uh, I've seen huge excitement at this show, uh, on the serverless piece developers, it's really quick to work with, uh, twenty-five thousand Amazon echo dots were handed out and I've already talked to people that are already, you know, writing functions for that and figuring out how to can play with it. And God, we haven't even talked about the AI, John with voice and images. How many hours do we have John? >>I we'll get there. Let's stay on green grass for a minute, because if you think about what that's about, I want to get your thoughts on your thoughts on the impact of green grass. I mean, obviously the lamb done, that's got a little edge piece of snowball tied to it. Uh, you know, green grass and high ties forever. The old song by, you know, Southern rock band Outlaws back in the day, this is a significant announcement. What is the impact of that? >>Yeah, well, John, I mean the grass is greener in the cloud, right? So now we're going to bring the green grass, >>No ball when it snowball, my melts extends in the green grass. >>So we're going to be riffing all day on this stuff. So David foyer, uh, our CTO at Wiki bond has been talking for awhile, uh, that, you know, while cloud is great for data, the problem we have is that IOT is going to have most of the, you know, most of the data out on the edge. And we know the physics of moving large amounts of data is really tough. And especially if it's spread out things like sensors, things like wind farms, getting the networking to that last mile can be difficult. That's where things like green grass are going to be able to play in. How can I take really that cloud type of compute and put it on the edge. It really has potential to be a real game changer. I think John, we talked about what hybrid means, uh, and you know, we'll, we'll see a lot, a lot of buzz in the industry about what Microsoft's doing with Azure stack, uh, and you know, lots of pieces, but you know, grass, you know, it gives this new model of programming. It gives the developers, uh, it gives me, you know, I can use the arm processors, uh, out on the edge and, you know, we could try and talk about how that fits with James Hamilton too. >>We are inside the hall next to the cube studio, being so much content. We have to actually set up a separate set. Stu I want to get your thoughts on, I mean, obviously we can go on forever, but the significant innovation on multiple fronts for Amazon, you mentioned Greengrass, snowball, multiple instances. Um, and certainly they got all the analytics on Bubba, the top of the stack with Redshift and other stuff. And he says, streaming goes on and on the list goes on and on, but you look at what they're doing with Greengrass and snowball. And then you go look at what James Hamilton talked about yesterday. Now they're going down an innovating down to the actual physical chip level. They're doing stuff with the network routes, the control in the packet there, no one's touching the packets. They are significantly building the next global infrastructure backbone for themselves to power the world. This is, to me, I thought a subtle talk that James gave. There's a ton of nuance in there. Your thoughts on last, night's a really Epic presentation. I know we're gonna have a sit down exclusive interview with James Hamilton with Rob Hoff, our new editor in chief Silicon angle, but still give us a preview. What blew you away? What got you excited? I mean, it was certainly a geek dream. >>Yeah. I mean, John, you know, James Hamilton is just one of those. You talk about tech athletes, you know, just the, the real heroes in this space, uh, that so many of us look up to, uh, it's been one of the real pleasures of my career working, uh, with the cube that I've gotten to speak to James a few times. Uh, and the first article I wrote three years ago, uh, about what James Hamilton has done is it's hyper optimization. The misconception that people had about cloud is, Oh, it's just a white box. They're taking standard stuff, Amazon. And what James always talks about is how to, you know, really grow and innovate at scale. And that means they build for their environments and they really get down to every piece of the environment, all the software, all the hardware, they either customize it or make their own. So, you know, the big monitor >>And Stu to your point for their own use cases, the home, a prime Fridays and those spike days, he was talking about how they would have to provision months and months in advance to add, to understand some estimated peak that they were spinning up, literally thousands of servers. >>Yeah. So John, you know, Amazon doesn't make a lot of acquisitions, but one that they made is Annapurna labs. So they've got their own custom Silicon that they're making. Uh, so this will really allows them to control, uh, how they're doing their build-out. They can focus on things like performance. Uh, James talked about, uh, you know, how they're, they're really innovating on the network side. He was very early with 25 gigabit ethernet, uh, which really drove down. Some of the costs, gave them huge bandwidth advantages, uh, and kind of leading the way in the industry. Uh, the, the, the thing we've been poking out a bit is while Amazon leverages a lot of open source, they don't tend to give back as much. Uh, they've got the big MX net announcement as to how they're going to be involved in, in the machine learning. And that's good to see they hired Adrian Cockcroft, uh, you know, who lots of us knew from his Netflix days. Uh, and when he was a venture capitalist, he's going to be driving a lot of the open source activity. But James, you know, kind of went through everything from, >>By the way, on your point about source, I set it on the cube and I'll say it again. And you Mark my words. If Amazon does not start thinking about the open source equation, they could see a revolt that no one's ever seen before in the tech industry. And that is the open source community. Now as a tier one, it has been for a long time tier one contributor to innovation, and as a difference between using open source for an application like Facebook and a specific point application or Google for search, if you are building open source to build a company, to take territory from others, there will be a revolts. Do you, John, do you agree? Am I off, >>Uh, revolt might be a little strong, but absolutely. We already see some pushback there. And anytime a company gets large power in the marketplace, you see pushback. We saw it with Oracle, with salt, with Microsoft, we see it with VMware. Uh, so you know, and I think Amazon, here's this point, uh, Andy Jassy talks about how they're making meaningful contributions. I expect Adrian, uh, to make that much more visible. Um, we'll have to get into some of the James Hamilton stuff at a later date, but >>Down with him with Rob posts more on that later, you and I will hit James Hamilton analysis on the key later final thoughts you were giving me some help before we came on to talk here about me saying, I'm bullish on VMware's relationship with AWS. And you said, really? And I said, I am because I am a big fan of VMware, um, also AWS, but for their customers, for AI, for VMware customers, this is a good thing. Now you might have some thoughts on execution. Maybe what's your, why? Why did you roll your eyes when I said that? >>So, John, I mean, you know, I've lots of love for the VMware community. Uh, you know, spent lots of time in that space. Uh, and it, it's good to see, uh, VMware working with the public clouds. However, uh, I think the balance of power Shilton shifts in the side of Amazon being in control here. Uh, and you know, there's a lot of nuance. Where are the services where the value is what's going to be good for customer. Amazon's really good at listening. Uh, and you know, this embarrassment of riches that they do, right? >>A real summary, what bottom line, what happened this morning and your mind abstracted all the way in one soundbite, wait, >>They rolled a truck out, out stage, John, this snowmobile a hundred terabytes, a hundred petabytes of storage and a terabyte of information. Something that, you know, we were like, this is amazing. It's it's the, the maturation of the hybrid message is different from what people have been talking about hybrid, uh, you know, where SAS lives, all the ISV is. Where's the data, where's the application. Amazon's in a really good position. John, there's a big and growing ecosystem here. Uh, but there's a huge battles that I know we're going to get into, uh, out in the marketplace. You know, who's going to win voice, uh, you know, everybody's their apples, their Microsoft, >>Because everyone's jocking for position. Got Google, you got Oracle, you've got IBM. You've got Microsoft all looking at AWS and saying, how do we change the game on them? And we'll be covering this. The cute we are here in Las Vegas studio B cube three days of wall-to-wall Cubs, I'm Jeffers do minimum, breaking it down on day one, keynotes and analysis. Thanks for watching. We'll be right back. Stay tuned to the cube cube siliconangle.tv. You go to siliconangle.com for all the special exclusive stories from re-invent specifically to, with Andy Jassy, James Hamilton, and more thanks for watching.

Published Date : Nov 30 2016

SUMMARY :

AWS reinvent 2016, brought to you by AWS and performance laying out as a, he's not a showman in the sense of, uh, Uh, and you know, I think Andy went through a couple of hundred of them up on stage. Uh, you know, this is a group of true believers pack. A lot of people, uh, you know, really getting, Um, just on and on the database seems to be the lock-in spec that they're trying to undo in that, uh, doing any refactoring, you know, tinkering, you know, those are hard things to do. what do you think about VMworld this year? talked to people that are already, you know, writing functions for that and figuring out how to can play with it. Uh, you know, green grass and high ties forever. It gives the developers, uh, it gives me, you know, I can use the arm processors, And he says, streaming goes on and on the list goes on and on, but you look at what you know, just the, the real heroes in this space, uh, that so many of us look up to, uh, it's been one of the real pleasures of And Stu to your point for their own use cases, the home, a prime Fridays and those spike days, And that's good to see they hired Adrian Cockcroft, uh, you know, who lots of us knew from his Netflix days. And you Mark my words. Uh, so you know, and I think Down with him with Rob posts more on that later, you and I will hit James Hamilton analysis on the key later final Uh, and you know, this embarrassment of riches that they do, right? been talking about hybrid, uh, you know, where SAS lives, all the ISV is. Got Google, you got Oracle, you've got IBM.

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James Hamilton - AWS Re:Invent 2014 - theCUBE - #awsreinvent


 

(gentle, upbeat music) >> Live from the Sands Convention Center in Las Vegas, Nevada, it's theCUBE, at AWs re:Invent 2014. Brought to you by headline sponsors Amazon and Trend Micro. >> Okay, welcome back everyone, we are here live at Amazon Web Services re:Invent 2014, this is theCUBE, our flagship program, where we go out to the events and extract synth from the noise. I'm John Furrier, the Founder of SiliconANGLE, I'm joined with my co-host Stu Miniman from wikibon.org, our next guest is James Hamilton, who is Vice President and Distinguished Engineer at Amazon Web Services, back again, second year in a row, he's a celebrity! Everyone wants his autograph, selfies, I just tweeted a picture with Stu, welcome back! >> Thank you very much! I can't believe this is a technology conference. (laughs) >> So Stu's falling over himself right now, because he's so happy you're here, and we are too, 'cause we really appreciate you taking the time to come on, I know you're super busy, you got sessions, but, always good to do a CUBE session on kind of what you're workin' on, certainly amazing progress you've done, we're really impressed with what you guys've done other this last year or two, but this year, the house was packed. Your talk was very well received. >> Cool. >> Every VC that I know in enterprise is here, and they're not tellin' everyone, there's a lot of stuff goin' on, the competitors are here, and you're up there in a whole new court, talk about the future. So, quickly summarize what you talked about in your session on the first day. What was the premise, what was the talks objective, and what was some of the key content? >> Gotcha, gotcha. My big objective was the cloud really is fundamentally different, this is not another little bit of nomenclature, this is something that's fundamentally different, it's going to change the way our industry operates. And what I wanted to do was to step through a bunch of examples of innovations, and show how this really is different from how IT has been done for years gone by. >> So the data center obviously, we're getting quotes after quotes, obviously we're here at the Amazon show so the quotes tend to be skewed towards this statement, but, I'm not in the data center business seems to be the theme, and, people generally aren't in the data center business, they're doing a lot of other things, and they need the data centers to run their business. With that in mind, what are the new innovations that you see coming up, that you're working on, that you have in place, that're going to be that enabler for this new data center in the cloud? So that customers can say hey, you know, I just want to get all this baggage off my back, I just run my business agile and effectively. Is it the equipment, is it the software, is it the chips? What're you doing there from an innovation standpoint? >> Yeah, what I focused on this year, and I think it's a couple important areas are networking, because there's big cost problems in networking, and we've done a lot of work in that area that we think is going to help customers a lot; the second one's database, because databases, they're complicated, they're the core of all applications, when applications run into trouble, typically it's the database at the core of it, so those are the two areas I covered, and I think that's two of the most important areas we're working right now. >> So James, we've looked back into people that've tried to do this services angle before, networking has been one of the bottlenecks, I think one of the reasons XSBs failed in the '90s, it was networking and security, grid computing, even to today. So what is Amazon fundamentally doing different today, and why now is it acceptable that you can deliver services around the world from your environment? What's different about networking today? >> It's a good question. I think it's a combination of private links between all of the regions, every major region is privately linked today. That's better cost structure, better availability, lower latency, scaling down to the data center level we run all custom Amazon designed gear, all custom Amazon designed protocol stacks. And why is that important? It's because cost of networking is actually climbing, relative to the rest of compute, and so, we need to do that in order to get costs under control and actually continue to be able to draw up costs. Second thing is customers need more networking-- more networking bandwidth per compute right now, it's, East/West is the big focus of the industry, because more bandwidth is required, we need to invest more, fast, that's why we're doing private gear. >> Yeah, I mean, it's some fascinating statistics, it's not just bandwidth, you said you do have up to 25 terabytes per second between nodes, it's latency and jitter that are hugely important, especially when you go into databases. Can you talk about just architecturally, what you do with availability zones versus if I'm going to a Google or a Microsoft, what does differentiate you? >> It is a little bit different. The parts that are the same are: every big enterprise that needs highly available applications is going to run those applications across multiple data centers, that's, so-- The way our system works is you choose the region to get close to your users, or to get close to your customers, or to be within a jurisdictional boundary. From down below the region, normally what's in a region is a data center, and customers usually are replicating between two regions. What's different in the Amazon solution, is we have availability zones within region; each availability zone is actually at least one data center. Because we have multiple data centers inside the same region it enables customers to do realtime, synchronous replication between those data centers. And so if they choose to, they can run multi-region replication just like most high end applications do today, or, they can run within an AZ, synchronous multiplication to multiple data centers. The advantage of that, is it takes less administrative complexity, if there's a failure, you never lose a transaction, where in multi-region replication, it has to be asynchronous because of the speed of light. >> Yeah, you-- >> Also, there's some jurisdictional benefits too, right? Say Germany, for instance, with a new data center. >> Yep. Yeah, many customers want to keep their data in region, and so that's another reason why you don't necessarily want to replicate it out in order to get that level of redundancy, you want to have multiple data centers in region, 100% correct >> So, how much is it that you drive your entire stack yourself that allows you to do this, I think about replication solutions, you used SRDF as an example. I worked for that, I worked for EMC for 10 years, and just doing a two site replication is challenging, >> It's hard. >> A multi site is differently, you guys, six data centers and availabilities on a bungee, you fundamentally have a different way of handling replication. >> We do, the strategy inside Amazon is to say multi-region replication is great, but because of the latency between regions, they're a long way apart, and the reality of speed of light, you can't run synchronous. If data centers are relatively close together in the same region, the replication can be done synchronously, and what that means is if there's a failure anywhere, you lose no transactions. >> Yeah. So, there was a great line you had in your session yesterday, that networking has been anti-Moore's law when it comes to pricing. Amazon is such a big player, everybody watches what you do, you buy from the ODMs, you're changing the supply chain. What's your vision as to where networking needs to go from a supply chain and equipment standpoint? >> Networking needs to be the same place where servers went 20 years ago, and that is: it needs to be on a Moore's law curve where, as we get more and more transistors on a chip, we should get lower and lower costs in a server, we should get lower and lower costs in a network. Today, an ASIC is always, which is the core of the router, is always around the same price. Each generation we add more ports to that, and so effectively we got a Moore's law price improvement happening where that ASIC stays the same price, you just keep adding ports. >> So, I got to jump in and ask ya about Open Compute, last year you said it's good I guess, I'm a fan, but we do our own thing, still the case? >> Yeah, absolutely. >> Still the case, okay doing your own thing, and just watching Open Compute which is a like a fair for geeks. >> Open Compute's very cool, the thing is, what's happening in our industry right now is hyper-specialization, instead of buying general purpose hardware that's good for a large number of customers, we're buying hardware that's targeted to a specific workload, a specific service, and so, we're not--I love what happens with Open Compute, 'cause you can learn from it, it's really good stuff, but it's not what we use; we want to target our workloads precisely. >> Yeah, that was actually the title of the article I wrote from everything I learned from you last year was: hyper-specialization is your secret sauce, so. You also said earlier this week that we should watch the mobile suppliers, and that's where service should be in the future, but I heard a, somebody sent me a quote from you that said: unfortunately ARM is not moving quite fast enough to keep up with where Intel's going, where do you see, I know you're a fan of some of the chip manufacturers, where's that moving? >> What I meant with watch ARM and understanding where servers are going, sorry, not ARM, watch mobile and understand where servers is going is: power became important in mobile, power becomes important in servers. Most functionalities being pulled up on chip, on mobile, same thing's happening in server land, and so-- >> What you're sayin' is mobile's a predictor >> Predicting. >> of the trends in the data center, >> Exactly, exactly right. >> Because of the challenges with the form factor. >> It's not so much the form factor, but the importance of power, and the importance of, of, well, density is important as well, so, it turns out the mobile tends to be a few years ahead, but all the same kinds of innovations that show up there we end up finding them in servers a few years later. >> Alright, so James, we've been, at Wikibon have a strong background in the storage world, and David Floyer our CTO said: one of the biggest challenges we had with databases is they were designed to respond to disk, and therefore there were certain kind of logging mechanisms in place. >> It's a good point. >> Can you talk a little bit about what you've done at Amazon with Aurora, and why you're fundamentally changing the underlying storage for that? >> Yeah, Aurora is applying modern database technology to the new world, and the new world is: SSDs at the base, and multiple availability zones available, and so if you look closely at Aurora you'll see that the storage engine is actually spread over multiple availability zones, and, what was mentioned in the keynote, it's a log-structured store. Log-structured stores work very very nicely on SSDs, they're not wonderful choices on spinning magnetic media. So this, what we're optimized for is SSDs, and we're not running it on spinning disk at all. >> So I got to ask you about the questions we're seeing in the crowd, so you guys are obviously doing great on the scale side, you've got the availability zones which makes a lot of sense certainly the Germany announcement, with the whole Ireland/EU data governance thing, and also expansion is great. But the government is moving fast into some enterprises, >> It's amazing. >> And so, we were talking about that last night, but people out there are sayin' that's great, it's a private cloud, the governments implementing a private cloud, so you agree, that's a private cloud or is that a public-- >> (laughing) It's not a private cloud; if you see Amazon involved, it's not a private cloud. Our view of what we're good at, and the advantages cloud brings to market are: we run a very large fleet of servers in every region, we provide a standard set of services in all those regions, it's completely different than packaged software. What the CIA has is another AWS region, it happens to be on their site, but it is just another AWS region, and that's the way they want it. >> Well people are going to start using that against you guys, so start parsing, well if it's private, it's only them then it's private, but there's some technicalities, you're clarifying that. >> It's definitely not a private cloud, the reason why we're not going to get involved with doing private clouds is: product software is different, it's innefficient, when you deliver to thousands of customers, you can't make some of the optimizations that we make. Because we run the same thing everywhere, we actually have a much more reliable product, we're innovating more quickly, we just think it's a different world. >> So James, you've talked a lot that scale fundamentally changes the way you architect and build things; Amazon's now got over a billion customers, and it's got so many services, just adding more and more, Wikibon, actually Dave Vellante, wrote a post yesterday said that: we're trying to fundamentally change the economic model for enterprise IT, so that services are now like software, when Microsoft would print an extra disk it didn't cost anything. When you're building your environment, is there more strain on your environment for adding that next thousand customers or that next big service or, did it just, do you have the substrate built that's going to help it grow for the future? >> It's a good question, it varies on the service. Usually what happens is we get better year over year over year, and what we find is, once you get a service to scale, like S3 is definitely at scale, then growth, I won't say it's easy, but it's easier to predict because you're already on a large base, and we already know how to do it fairly well. Other services require a lot more thought on how to grow it, and end up being a lot more difficult. >> So I got some more questions for ya, go on to some of the personal questions I want to ask you. Looking at this booth right here, it's Netflix guys right there, I love that service, awesome founder, just what they do, just a great company, and I know they're a big customer. But you mentioned networks, so at the Google conference we went to, Google's got some chops, they have a developer community rockin' and rollin', and then it's pretty obvious what they're doin', they're not tryin' to compete with Amazon because it's too much work, but they're goin' after the front end developer, Rails, whatnot, PHP, and really nailing the back end transport, you see it appearing, really going after to enable a Netflix, these next generation companies, to have the backbone, and not be reliant on third party networks. So I got to ask you, so as someone who's a tinkerer, a mechanic if you will of the large scale stuff, you got to get rid of that middleman on the network. What's your plans, you going to do peering? Google's obviously telegraphing they're comin' down that road. Do you guys meet their objective? Same product, better, what's your strategy? >> Yeah, it's a great question. The reason why we're running private links between our regions is the same reason that Google is, it's lower cost, that's good, it's much, much lower latency, that's really good, and it's a lot less jitter, and that's extremely important, and so it's private links, peering, customers direct connecting, that's all the reality of a modern cloud. >> And you see that, and do you have to build that in? Almost like you want to build your own chips, I'd imagine on the mobile side with the phone, you can see that, everyone's building their own chips. You got to have your own network stuff. Is that where you guys see the most improvement on the network side? Getting down to that precise hyper-specialized? >> We're not doing our own chips today, and we don't, in the networking world, and we don't see that as being a requirement. What we do see as a requirement is: we're buying our own ASICs, we're doing our own designs, we're building our own protocol stack; that's delivering great value, and that is what's deployed, private networking's deployed in all of our data centers now >> Yeah, I mean, James I wonder, you must look at Google, they do have an impressive network, they've got the undersea cables, is there anything you, that you look at them and saying: we need to move forward and catch up to them on certain, in certain pieces of the network? >> I don't think so, I think when you look at any of the big providers, they're all mature enough that they're doing, at that level, I think what we do has to be kind of similar. If private links are a better solution, then we're all going to do it, I mean. >> It makes a lot of sense, 'cause it, the impact on inspection, throttling traffic, that just creates uncertainty, so. I'm a big fan, obviously, of that direction. Alright, now a personal question. So, in talking to your wife last night, getting to know you over the years here, and Stu is obviously a big fan. There's a huge new generation of engineers coming into the market, Open Compute, I bring that up because it's such a great initiative, you guys obviously have your own business reasons to do your own stuff, I get that. But there's a whole new culture of engineering coming out, a new home brew computer club is out there forming right now my young son makes his own machines, assembling stuff. So, you're an inspiration to that whole group, so I would like you to share just some commentary to this new generation, what to do, how to approach things, what you've learned, how do you come over, on top of failure, how do you resolve that, how do you always grow? So, share some personal perspective. >> Yeah, it's an interesting question. >> I know you're humble, but, yeah. >> Interesting question. I think being curious is the most important thing possible, if anybody ever gets an opportunity to meet somebody that's the top of any business, a heart surgeon, a jet engine designer, an auto mechanic, anyone that's in the top of their business is always worth meeting 'cause you can always learn from them. One of the cool things that I find with my job is: because it spans so many different areas, it's amazing how often I'll pickup a tidbit one day talking to an expert sailor, and the next day be able to apply that tidbit, or that idea, solving problems in the cloud. >> So just don't look for your narrow focus, your advice is: talk to people who are pros, in whatever their field is, there's always a nugget. >> James a friend of mine >> Stay curious! >> Steve Todd, he actually called that Venn diagram innovation, where you need to find all of those different pieces, 'cause you're never going to know where you find the next idea. So, for the networking guys, there's a huge army of CCIEs out there, some have predicted that if you have the title administrator in your name, that you might be out of a job in five years. What do you recommend, what should they be training on, what should they be working toward to move forward to this new world? >> The history of computing is one of the-- a level of abstraction going up, never has it been the case those jobs go away, the only time jobs have ever gone away is when someone stated a level of abstraction that just wasn't really where the focus is. We need people taking care of systems, as the abstraction level goes up, there's still complexity, and so, my recommendation is: keep learning, just keep learning. >> Alright so I got to ask you, the big picture now, ecosystems out here, Oracle, IBM, these big incumbents, are looking at Amazon, scratching their head sayin': it's hard for us to change our business to compete. Obviously you guys are pretty clear in your positioning, what's next, outside of the current situation, what do you look at that needs to be built out, besides the network, that you see coming around the corner? And you don't have to reveal any secrets, just, philosophically, what's your vision there? >> I think our strategy is maybe a little bit, definitely a little bit different from some of the existing, old-school providers. One is: everyone's kind of used to, Amazon passes on value to customers. We tend to be always hunting and innovating and trying to lower costs, and passing on the value to customers, that's one thing. Second one is choice. I personally choose to run my XQL because I like the product I think it's very good value, some of our customers want to run Oracle, some of our customers want to run my XQL, and we're absolutely fine doing that, some people want to run SQL server. And so, the things that kind of differentiate us is: enterprise software hasn't dropped prices, ever, and that's just the way we were. Enterprise software is not about choice, we're all about choice. And so I think those are the two big differences, and I think those ones might last. >> Yeah, that's a good way to look at that. Now, back to the IT guy, let's talk about the CIO. Scratchin' his head sayin': okay, I got this facilities budget, and it's kind of the-- I talked to once CIO, hey says: I spend more time planning meetings around facilities, power, and cooling, than anything else on innovation, so. They have challenges here, so what's your advice, as someone who's been through a lot of engineering, a lot of large scale, to that team of people on power and cooling to really kind of go to the next level, and besides just saying okay throw some pots out there, or what not, what should they be doing, what's their roadmap? >> You mean the roadmap for doing a better job of running their facilities? >> Yeah, well there's always pressure for density, there's power's a sacred (laughs) sacred resource right now, I mean power is everything, power's the new oil, so, power's driving everything, so, they have to optimize for that, but you can't generate more power, and space, so, they want smaller spaces, and more efficiency. >> The biggest gains that are happening right now, and the biggest innovations that have been happening over the last five years in data centers is mostly around mechanical systems, and driving down the cost of cooling, and so, that's one odd area. Second one is: if you look closely at servers you'll see that as density goes up, the complexity and density of cooling them goes up. And so, getting designs that are optimized for running at higher temperatures, and certified for higher temperatures, is another good step, and we do both. >> So, James, there's such a diverse ecosystem here, I wonder if you've had a chance to look around? Anything cool outside of what Amazon is doing? Whether it's a partner, some startup, or some interesting idea that's caught your attention at the show. >> In fact I was meeting with western--pardon me, Hitachi Data Systems about three days ago, and they were describing some work that was done by Cycle Computing, and several hundred thousand doors-- >> We've had Cycle-- >> Jason came on. >> Oh, wow! >> Last year, we, he was a great guest. >> No, he was here too, just today! >> Oh, we got him on? Okay. >> So Hitachi's just, is showing me some of what they gained from this work, and then he showed me his bill, and it was five thousand six hundred and some dollars, for running this phenomenally big, multi-hundred thousand core project, blew me away, I think that's phenomenal, just phenomenal work. >> James, I really appreciate you coming in, Stu and I really glad you took the time to spend with our audience and come on theCUBE, again a great, pleasurable conversation, very knowledgeable. Stay curious, and get those nuggets of information, and keep us informed. Thanks for coming on theCUBE, James Hamilton, Distinguished Engineer at Amazon doing some great work, and again, the future's all about making it smaller, faster, cheaper, and passing those costs, you guys have a great strategy, a lot of your fans are here, customers, and other engineers. So thanks for spending time, this is theCUBE, I'm John Furrier with Stu Miniman, we'll be right back after this short break. (soft harmonic bells)

Published Date : Nov 13 2014

SUMMARY :

Brought to you by headline sponsors and extract synth from the noise. Thank you very much! 'cause we really appreciate you taking the time to come on, So, quickly summarize what you talked about in your session it's going to change the way our industry operates. I'm not in the data center business seems to be the theme, and I think that's two of the most and why now is it acceptable that you can deliver services private links between all of the regions, what you do with availability zones versus The parts that are the same are: Say Germany, for instance, with a new data center. and so that's another reason why So, how much is it that you you fundamentally have a different way We do, the strategy inside Amazon is to say everybody watches what you do, that ASIC stays the same price, you just keep adding ports. Still the case, okay doing your own thing, and so, we're not--I love what happens with Open Compute, where do you see, I know you're a fan of and understanding where servers are going, and the importance of, of, well, one of the biggest challenges we had with databases and so if you look closely at Aurora you'll see that So I got to ask you about the and the advantages cloud brings to market are: using that against you guys, so start parsing, when you deliver to thousands of customers, that scale fundamentally changes the way and we already know how to do it fairly well. and really nailing the back end transport, and it's a lot less jitter, and that's extremely important, Is that where you guys see the most improvement and that is what's deployed, I think when you look at any of the big providers, getting to know you over the years here, and the next day be able to apply that tidbit, or that idea, talk to people who are pros, in whatever their field is, some have predicted that if you have never has it been the case those jobs go away, besides the network, that you see coming around the corner? and that's just the way we were. I talked to once CIO, hey says: I mean power is everything, power's the new oil, so, and the biggest innovations that have been happening that's caught your attention at the show. he was a great guest. Oh, we got him on? and it was five thousand six hundred and some dollars, Stu and I really glad you took the time

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James Hamilton, AWS | AWS Re:Invent 2013


 

(mellow electronic music) >> Welcome back, we're here live in Las Vegas. This is SiliconANGLE and Wikibon's theCUBE, our flagship program. We go out to the events, extract the signal from the noise. We are live in Las Vegas at Amazon Web Services re:Invent conference, about developers, large-scale cloud, big data, the future. I'm John Furrier, the founder of SiliconANGLE. I'm joined by co-host, Dave Vellante, co-founder of Wikibon.org, and our guest is James Hamilton, VP and Distinguished Engineer at Amazon Web Services. Welcome to theCUBE. >> Well thank you very much. >> You're a tech athlete, certainly in our book, is a term we coined, because we love to use sports analogies You're kind of the cutting edge. You've been the business and technology innovating for many years going back to the database days at IBM, Microsoft, and now Amazon. You gave a great presentation at the analyst briefing. Very impressive. So I got to ask you the first question, when did you first get addicted to the notion of what Amazon could be? When did you first taste the Cool-Aide? >> Super good question. Couple different instances. One is I was general manager of exchange hosts and services and we were doing a decent job, but what I noticed was customers were loving it, we're expanding like mad, and I saw opportunity to improve by at least a factor of two I'm sorry, 10, it's just amazing. So that was a first hint that this is really important for customers. The second one was S3 was announced, and the storage price pretty much froze the whole industry. I've worked in storage all my life, I think I know what's possible in storage, and S3 was not possible. It was just like, what is this? And so, I started writing apps against it, I was just blown away. Super reliable. Unbelievably priced. I wrote a fairly substantial app, I got a bill for $7. Wow. So that's really the beginnings of where I knew this was going to change the world, and I've been, as you said, addicted to it since. >> So you also mentioned some stats there. We'll break it down, 'cause we love to talk about the software defined data center, which is basically not even at the hype stage yet. It's just like, it's still undefined, but software virtualization, network virtualization really is pushing that movement of the software focus, and that's essentially you guys are doing. You're talking about notifications and basically it's a large-scale systems problem. That you guys are building a global operating system as Andy Jassy would say. Well, he didn't say that directly, he said internet operating system, but if you believe that APIs are critical services. So I got to ask you that question around this notion of a data center, I mean come on, nobody's really going to give up their data center. It might change significantly, but you pointed out the data center costs are in the top three order, servers, power circulation systems, or cooling circulation, and then actual power itself. Is that right, did I get that right? >> Pretty close, pretty close. Servers dominate, and then after servers if you look at data centers together, that's power, cooling, and the building and facility itself. That is the number two cost, and the actual power itself is number three. >> So that's a huge issue. When we talk like CIOs, it's like can you please take the facility's budget off my back? For many reasons, one, it's going to be written off soon maybe. All kinds of financial issues around-- >> A lot of them don't see it, though, which is a problem. >> That is a problem, that is a problem. Real estate season, and then, yes. >> And then they go, "Ah, it's not my problem" so money just flies out the window. >> So it's obviously a cost improvement for you. So what are you guys doing in that area and what's your big ah-ha for the customers that you walk in the door and say, look, we have this cloud, we have this system and all those headaches can be, not shifted, or relieved if you will, some big asprin for them. What's the communication like? What do you talk to them about? >> Really it depends an awful lot on who it is. I mean, different people care about different things. What gets me excited is I know that this is the dominate cost of offering a service is all of this muck. It's all of this complexity, it's all of this high, high capital cost up front. Facility will run 200 million before there's servers in it. This is big money, and so from my perspective, taking that way from most companies is one contribution. Second contribution is, if you build a lot of data centers you get good at it, and so as a consequence of that I think we're building very good facilities. They're very reliable, and the costs are plummeting fast. That's a second contribution. Third contribution is because... because we're making capacity available to customers it means they don't have to predict two years in advance what they're going to need, and that means there's less wastage, and that's just good for the industry as a whole. >> So we're getting some questions on our crowd chat application. If you want to ask a question, ask him anything. It's kind of like Reddit. Go to crowdchat.net/reinvent. The first question came in was, "James, when do you think ARM will be in the data center?" >> Ah ha, that's a great question. Well, many people know that I'm super excited about ARM. It's early days, the reason why I'm excited is partly because I love seeing lots of players. I love seeing lots of innovation. I think that's what's making our industry so exciting right now. So that's one contribution that ARM brings. Another is if you look at the history of server-side computing, most of the innovation comes from the volume-driven, usually on clients first. The reason why X86 ended up in such a strong position is so many desktops we running X86 processors and as a consequence it became a great server processor. High R&D flow into it. ARM is in just about every device that everyone's carrying around. It's almost every disk drive, it's just super broadly deployed. And whenever you see a broadly deployed processor it means there's an opportunity to do something special for customers. I think it's good for the industry. But in a precise answer to your question, I really don't have one right now. It's something that we're deeply interested in and investigating deeply, but at this point it hasn't happened yet, but I'm excited by it. >> Do you think that... Two lines of questioning here. One is things that are applicable to AWS, other's just your knowledge of the industry and what you think. We talked about that yesterday with OCP, right? >> Yep. >> Not a right fit for us, but you applaud the effort. We should talk about that, too, but does splitting workloads up into little itty, bitty processors change the utilization factor and change the need for things like virtualization, you know? What do you think? >> Yeah, it's a good question. I first got excited about the price performance of micro-servers back in 2007. And at that time it was pretty easy to produce a win by going to a lower-powered processor. At that point memory bandwidth wasn't as good as it could be. It was actually hard on some workloads to fully use a processor. Intel's a very smart company, they've done great work on improving the memory bandwidth, and so today it's actually harder to produce a win, and so you kind of have workloads in classes. At the very, very high end we've got database workloads. They really love single-threaded performance, and performance really is king, but there are lots of highly parallel workloads where there's an opportunity for a big gain. I still think virtualization is probably something where the industry's going to want to be there, just because it brings so many operational advantages. >> So I got to ask the question. Yesterday we had Jason Stowe on, CEO of Cycle Computing, and he had an amazing thing that he did, sorry, trumping it out kids say, but it's not new to you, but it's new to us. He basically created a supercomputer and spun up hundreds of thousands of cores in 30 minutes, which is like insane, but he did it for like 30 grand. Which would've cost, if you try to provision it to the TUCO calculator or whatever your model, it'd be months and years, maybe, and years. But the thing that he said I want to get your point on and I'm going to ask you questions specifically on is, Spot instances were critical for him to do that, and the creativity of his solutions, so I got to ask you, did you see Spot pricing instances being a big deal, and what impact has that done to AWS' vision of large scale? >> I'm super excited by Spot. In fact, it's one of the reasons I joined Amazon. I went through a day of interviews, I met a bunch of really smart people doing interesting work. Someone probably shouldn't have talked to me about Spot because it hadn't been announced yet, and I just went, "This is brilliant! "This is absolutely brilliant!" It's taking the ideas from financial markets, where you've got high-value assets, and saying why don't we actually sell it off, make a market on the basis of that and sell it off? So two things happen that make Spot interesting. The first is an observation up front that poor utilization is basically the elephant in the room. Most folks can't use more than 12% to 15% of their overall server capacity, and so all the rest ends up being wasted. >> You said yesterday 30% is outstanding. It's like have a party. >> 30% probably means you're not measuring it well. >> Yeah, you're lying. >> It's real good, yeah, basically. So that means 70% or more is wasted, it's a crime. And so the first thing that says is, that one of the most powerful advertisements for cloud computing is if you bring a large number of non-correlated workloads together, what happens is when you're supporting a workload you've got to have enough capacity to support the peak, but you only get to monetize the average. And so as the peak to average gets further apart, you're wasting more. So when you bring a large number of non-correlated workloads together what happens is it flattens out just by itself. Without doing anything it flattens out, but there's still some ups and downs. And the Spot market is a way of filling in those ups and downs so we get as close to 100%. >> Is there certain workloads that fit the spot, obviously certain workloads might fit it, but what workloads don't fit the Spot price, because, I mean, it makes total sense and it's an arbitrage opportunity for excess capacity laying around, and it's price based on usage. So is there a workload, 'cause it'll be torrent up, torrent down, I mean, what's the use cases there? >> Workloads that don't operate well in an interrupted environment, that are very time-critical, those workloads shouldn't be run in Spot. It's just not what the resource is designed for. But workloads like the one that we were talking to with Cycle Computing are awesome, where you need large numbers of resources. If the workload needs to restart, that's absolutely fine, and price is really the focus. >> Okay, and question from crowd chat. "Ask James what are his thoughts "on commodity networking and merchant silicon." >> I think an awful lot about that. >> This guy knows you. (both laughing) >> Who's that from? >> It's your family. >> Yeah, exactly! >> They're watching. >> No, network commoditization is a phenomenal thing that the whole industry's needed that for 15 years. We've got a vertical ecosystem that's kind of frozen in time. Vertically-integrated ecosystem kind of frozen in time. Costs everywhere are falling except in networking. We just got to do something, and so it's happening. I'm real excited by that. It's really changing the Amazon business and what we can do for customers. >> Let's talk a little bit about server design, because I was fascinated yesterday listening to you talk how you've come full circle. Over the last decade, right, you started with what's got to be stripped down, basic commodity and now you're of a different mindset. So describe that, and then I have some follow-up questions for you. >> Yeah, I know what you're alluding to. Is years ago I used to argue you don't want hardware specialization, it's crazy. It's the magic's in software. You want to specialize software running on general-purpose processors, and that's because there was a very small number of servers out there, and I felt like it was the most nimble way to run. However today, in AWS when we're running ten of thousands of copies of a single type of server, hardware optimizations are absolutely vital. You end up getting a power-performance advantage at 10X. You can get a price-performance advantage that's substantial and so I've kind of gone full circle where now we're pulling more and more down into the hardware, and starting to do hardware optimizations for our customers. >> So heat density is a huge problem in data centers and server design. You showed a picture of a Quanta package yesterday. You didn't show us your server, said "I can't you ours," but you said, "but we blow this away, "and this is really good." But you describe that you're able to get around a lot of those problems because of the way you design data centers. >> Yep. >> Could you talk about that a little bit? >> Sure, sure, sure. One of the problems when you're building a server it could end up anywhere. It could end up in a beautiful data center that's super well engineered. It could end up on the end of a row on a very badly run data center. >> Or in a closet. >> Or in a closet. The air is recirculating, and so the servers have to be designed with huge headroom on cooling requirements, and they have to be able to operate in any of those environments without driving warranty costs for the vendors. We take a different approach. We say we're not going to build terrible data centers. We're going to build really good data centers and we're going to build servers that exploit the fact those data centers are good, and what happens is more value. We don't have to waste as much because we know that we don't have to operate in the closet. >> We got some more questions coming here by the way. This is awesome. This ask me anything crowd chat thing is going great. We got someone, he's from Nutanix, so he's a geek. He's been following your career for many years. I got to ask you about kind of the future of large-scale. So Spot, in his comment, David's comment, Spot instances prove that solutions like WMare's distributed power management are not valuable. Don't power off the most expensive asset. So, okay, that brings up an interesting point. I don't want to slam on BMWare right now, but I just wanted to bring to the next logical question which is this is a paradigm shift. That's a buzz word, but really a lot's happening that's new and innovative. And you guys are doing it and leading. What's next in the large-scale paradigm of computing and computer science? On the science-side you mentioned merchant silicon. Obviously that's, the genie's out of the bottle there, but what's around the corner? Is it the notifications at the scheduling? Was it virtualization, is it compiler design? What are some of the things that you see out on the horizon that you got your eyes on? >> That's interesting, I mean. I've got, if you name your area, and I'll you some interesting things happening in the area, and it's one of the cool things of being in the industry right now. Is that 10 years ago we had a relatively static, kind of slow-pace. You really didn't have to look that far ahead, because of anything was coming you'd see it coming for five years. Now if you ask me about power distribution, we've got tons of work going on in power distribution. We're researching different power distribution topologies. We're researching higher voltage distribution, direct current distribution. Haven't taken any of those steps yet, but we're were working in that. We've got a ton going on in networking. You'll see an announcement tomorrow of a new instance type that is got some interesting characteristics from a networking perspective. There's a lot going on. >> Let's pre-announce, no. >> Gary's over there like-- >> How 'about database, how 'about database? I mean, 10 years ago, John always says database was kind of boring. You go to a party say, oh welcome to database business, oh yeah, see ya. 25 years ago it was really interesting. >> Now you go to a party is like, hey ah! Have a drink! >> It a whole new ballgame, you guys are participating. Google Spanner is this crazy thing, right? So what are your thoughts on the state of the database business today, in memory, I mean. >> No, it's beautiful. I did a keynote at SIGMOD a few years ago and what I said is that 10 years ago Bruce Linsey, I used to work with him in the database world, Bruce Linsey called it polishing the round ball. It's just we're making everything a little, tiny bit better, and now it's fundamentally different. I mean what's happening right now is the database world, every year, if you stepped out for a year, you wouldn't recognize it. It's just, yeah, it's amazing. >> And DynamoDB has had rapid success. You know, we're big users of that. We actually built this app, crowd chat app that people are using on Hadoop and Hbase, and we immediately moved that to DynamoDB and your stack was just so much faster and scalable. So I got to ask you the-- >> And less labor. >> Yeah, yeah. So it's just been very reliable and all the other goodness of the elastic B socket and SQS, all that other good stuff we're working with node, et cetera So I got to ask you, the area that I want your opinion around the corner is versioning control. So at large-scale one of the challenges that we have is as we're pushin' new code, making sure that the integrated stack is completely updated and synchronized with open-source projects. So where does that fit into the scaling up? 'Cause at large scale, versioning control used to be easy to manage, but downloading software and putting in patches, but now you guys handle all that at scale. So that, I'm assuming there's some automation involved, some real tech involved, but how are you guys handling the future of making sure the code is all updated in the stack? >> It's a great question. It's super important from a security perspective that the code be up to date and current. It's super important from a customer perspective and you need to make sure that these upgrades are just non-disruptive. One customer, best answer I heard was yesterday from a customer was on a panel, they were asked how did they deal with Amazon's upgrades, and what she said is, "I didn't even know when they were happening. "I can't tell when they're happening." Exactly the right answer. That's exactly our goal. We monitor the heck out of all of our systems, and our goal, and boy we take it seriously, is we need to know any issue before a customer knows it. And if you fail on that promise, you'll meet Andy really quick. >> So some other paradigm questions coming in. Floyd asks, "Ask James what his opinion of cloud brokerage "companies such as Jamcracker or Graviton. "Do they have a place, or is it wrong thinking?" (James laughs) >> From my perspective, the bigger and richer the ecosystem, the happier our customers all are. It's all goodness. >> It's Darwinism, that's the answer. You know, the fit shall survive. No, but I think that brings up this new marketplace that Spot pricing came out of the woodwork. It's a paradigm that exists in other industries, apply it to cloud. So brokering of cloud might be something, especially with regional and geographical focuses. You can imagine a world of brokering. I mean, I don't know, I'm not qualified to answer that. >> Our goal, honestly, is to provide enough diversity of services that we completely satisfy customer's requirements, and that's what we intend to do. >> How do you guys think about the make versus buy? Are you at a point now where you say, you know what, we can make this stuff for our specific requirements better than we can get it off the shelf, or is that not the case? >> It changes every few minutes. It really does. >> So what are the parameters? >> Years ago when I joined the company we were buying servers from OEM suppliers, and they were doing some tailoring for our uses. It's gotten to the point now where that's not the right model and we have our own custom designs that are being built. We've now gotten to the point where some of the components in servers are being customized for us, partly because we're driving sufficient volume that it's justified, and partly because the partners that the component suppliers are happy to work with us directly and they want input from us. And so it's every year it's a little bit more specialized and that line's moving, so it's shifting towards specialization pretty quickly. >> So now I'm going to be replaced by the crowd, gettin' great questions, I'm going to be obsolete! No earbud, I got it right here. So the question's more of a fun one probably for you to answer, or just kind of lean back and kind of pull your hair out, but how the heck does AWS add so much infrastructure per day? How do you do it? >> It's a really interesting question. I kind of know how much infrastructure, I know abstractly how much infrastructure we put out every day, but when you actually think about this number in context, it's mind boggling. So here's the number. Here's the number. Every day, we deploy enough servers to support Amazon when it was a seven billion dollar company. You think of how many servers a seven billion dollar e-commerce company would actually require? Every day we deploy that many servers, and it's just shocking to me to think that the servers are in the logistics chain, they're being built, they're delivered to the appropriate data centers, there's back positions there, there's networking there, there's power there. I'm actually, every day I'm amazed to be quite honest with you. >> It's mind-boggling. And then for a while I was there, okay, wait a minute. Would that be Moors' Law? Uh no, not even in particular. 'Cause you said every day. Not every year, every day. >> Yeah, it really is. It's a shocking number and one, my definition of scale changes almost every day, where if you look at the number of customers that are trusting with their workloads today, that's what's driving that growth, it's phenomenal! >> We got to get wrapped up, but I got to ask the Hadoob World SQL over Hadoob question solutions. Obviously Hadoob is great, great for storing stuff, but now you're seeing hybrids come out. Again this comes back down to the, you can recognize the database world anymore if you were asleep for a year. So what's your take on that ecosystem? You guys have a lasting map or a decent a bunch of other things. There's some big data stuff going on. How do you, from a database perspective, how do you look at Hadoob and SQL over Hadoob? >> I personally love 'em both, and I love the diversity that's happening in the database world. There's some people that kind of have a religion and think it's crazy to do anything else. I think it's a good thing. Map reduce is particularly, I think, is a good thing, because it takes... First time I saw map reduce being used was actually a Google advertising engineer. And what I loved about his, I was actually talking to him about it, and what I loved is he had no idea how many servers he was using. If you ask me or anyone in the technology how many servers they're using, they know. And the beautiful thing is he's running multi-thousand node applications and he doesn't know. He doesn't care, he's solving advertising problems. And so I think it's good. I think there's a place for everything. >> Well my final question is asking guests this show. Put the bumper sticker on the car leaving re:Invent this year. What's it say? What does the bumper sticker say on the car? Summarize for the folks, what is the tagline this year? The vibe, and the focus? >> Yeah, for me this was the year. I mean, the business has been growing but this is the year where suddenly I'm seeing huge companies 100% dependent upon AWS or on track to be 100% dependent upon AWS. This is no longer an experiment, something people want to learn about. This is real, and this is happening. This is running real businesses. So it's real, baby! >> It's real baby, I like, that's the best bumper... James, distinguished guest now CUBE alum for us, thanks for coming on, you're a tech athlete. Great to have you, great success. Sounds like you got a lot of exciting things you're working on and that's always fun. And obviously Amazon is killing it, as we say in Silicon Valley. You guys are doing great, we love the product. We've been using it for crowd chats. Great stuff, thanks for coming on theCUBE. >> Thank you. >> We'll be right back with our next guest after this short break. This is live, exclusive coverage with siliconANGLE theCUBE. We'll be right back.

Published Date : Nov 14 2013

SUMMARY :

I'm John Furrier, the founder of SiliconANGLE. So I got to ask you the first question, and the storage price pretty much froze the whole industry. So I got to ask you that question around and the actual power itself is number three. can you please take the facility's budget off my back? A lot of them don't see it, That is a problem, that is a problem. so money just flies out the window. So what are you guys doing in that area and that's just good for the industry as a whole. "James, when do you think ARM will be in the data center?" of server-side computing, most of the innovation and what you think. and change the need for things and so you kind of have workloads in classes. and the creativity of his solutions, so I got to ask you, and so all the rest ends up being wasted. It's like have a party. And so as the peak to average and it's an arbitrage opportunity that's absolutely fine, and price is really the focus. Okay, and question from crowd chat. This guy knows you. that the whole industry's needed that for 15 years. Over the last decade, right, you started with It's the magic's in software. because of the way you design data centers. One of the problems when you're The air is recirculating, and so the servers I got to ask you about kind of the future of large-scale. and it's one of the cool things You go to a party say, oh welcome of the database business today, in memory, I mean. is the database world, every year, So I got to ask you the-- So at large-scale one of the challenges that we have is that the code be up to date and current. So some other paradigm questions coming in. From my perspective, the bigger and richer the ecosystem, It's Darwinism, that's the answer. diversity of services that we completely It really does. the component suppliers are happy to work with us So the question's more of a fun one that the servers are in the logistics chain, 'Cause you said every day. where if you look at the number of customers the Hadoob World SQL over Hadoob question solutions. and think it's crazy to do anything else. Summarize for the folks, what is the tagline this year? I mean, the business has been growing It's real baby, I like, that's the best bumper... This is live, exclusive coverage

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Steven Jones, AWS | VMware Explore 2022


 

>>Okay, welcome back to everyone. Cube's live coverage of VMware Explorer, 2022. I'm John fur, host of the cube. Two sets three days of live coverage. Dave Ante's here. Lisa Martin, Dave Nicholson, all host of the cube 12 interviews today, just we're with Rocklin and rolling, getting down to the end of the show. As we wind down and look back and look at the future. We've got Steven Jones. Here's the general manager of the VMware cloud on AWS. He's with Amazon web service. Steven Jones. Welcome to the cube. >>Thanks John. >>Welcome back cube alumni. I've been on many times going back to 2015. Yeah. >>Pleasure to be here. Great >>To see you again. Thanks for coming on. Obviously 10 years at AWS, what a ride is that's been, come on. That's fantastic. Tell me it's been crazy. >>Wow. Learned a lot of stuff along the way, right? I mean, we, we, we knew that there was a lot of opportunity, right? Customers wanting the agility and flexibility of, of the cloud and, and we, we still think it's early days, right? I mean, you'll hear Andy say that animals say that, but it really is. Right. If you look at even just the amount of spend that's being spent on, on clouds, it's in the billions, right. And the amount of, of spend in it is still in the trillion. So there's, there's a long way to go and customers are pushing us hard. Obviously >>It's been interesting a lot going on with VM. We're obviously around with them, obviously changing the strategy with their, their third generation and their narrative. Obviously the Broadcom thing is going on around them. And 10 years at abs, we've been, we've been, this'll be our ninth year, no 10th year at reinvent coming up for us. So, but it's 10 years of everything at Amazon, 10 years of S three, 10 years of C two. So if you look at the, the marks of time, now, the history books are starting to be written about Amazon web services. You know, it's about 10 years of full throttle cube hyperscaler in action. I mean, I'm talking about real growth, like >>Hardcore, for sure. I'll give you just one anecdote. So when I first joined, I think we had maybe two EC two instances back in the day and the maximum amount of memory you could conversion into one of these machines was I think 128 gig of Ram fast forward to today. You literally can get a machine with 24 terabytes of Ram just in insane amounts. Right? My, my son who's a gamer tells me he's got 16 gig in his, in his PC. You need to, he thinks that's a lot. >>Yeah. >>That's >>Excited about that. That's not even on his graphics card. I mean, he's, I know it's coming next. The GPU, I mean, just all >>The it's like, right? >>I mean, all the hardware innovation that you guys have done, I mean, look at every it's changed. Everyone's changed their strategy to copy AWS nitro, Dave ante. And I talk about this all the time, especially with James Hamilton and the team over there, Peter DeSantos, these guys have, are constantly going at the atoms and innovating at the, at the level. I mean that, that's how hardcore it is over there right now. I mean, and the advances on the Silicon graviton performance wise is crazy. I mean, so what does that enabling? So given that's continuing, you guys are continuing to do great work there on the CapEx side, we think that's enabling another set of new net new applications because we're starting to see new things emerge. We saw snowflake come on, customer of AWS refactor, the data warehouse, they call it a data cloud. You're starting to see Goldman Sachs. You see capital one, you see enterprise customers building on top of AWS and building a cloud business without spending the CapEx >>Is exactly right. And Ziggy mentioned graviton. So graviton is one of our fastest growing compute families now. And you know, you mentioned a couple of ISVs and partners of ours who are leaning in heavily on porting their own software. Every event Adam announced that we're working with SAP to, to help them port their HANA cloud, which is a, a database of service offering HANA flagship to graviton as well. So it's, it's definitely changing. >>And I think, you know, one of the, and we're gonna circle back to VMware is kind of a point to this. This conversation is that, is that if you look at the trends, right, okay. VMware really tried hard to do cloud and they had a good shot at it V cloud air, but it just, they didn't have the momentum that you guys had at AWS. We saw a lot, lot of other stragglers try to do cloud. They fell off the road, OpenStack, HP, and the list goes on and on. I don't wanna get into that, but the point is, as you guys become more powerful and you're open, right? So you have open ecosystem, you have people now coming back, taking advantage and refactoring and picking up where they left off. VMware was the one of the first companies that actually said, you know what pat Gelsinger said? And I was there, let's clear up the positioning. Let's go all in with AWS. That's >>Right >>At that time, 2016. >>Yeah. This was new for us, for >>Sure. And then now that's set the standard. Now everybody else is kind of doing it. Where is the VMware cloud relationship right now? How is that going out? State's worked. >>It's working well very well. It's I mean, we're celebrating, I think we made the announcement what, five years ago at this conference. Yeah. 2016. So, I mean, it's, it's been a tremendous ride. The best part are the customers who were coming and adopting and proving to us that our vision back then was the right vision. And, and, and what's been different. I think about this relationship. And it was new for us was that we, we purposely went after a jointly engineered solution. This wasn't a, we've got a, a customer or a partner that's just going to run and build something on us. This is something where we both bring muscle and we actually build a, a joint offering together. Talk about, about the main difference. >>Yeah. And that, and that's been working, but now here at this show, if you look at, if you squint through the multi-cloud thing, which is like just, I think positioning for, you know, what could happen in, in a post broad Broadcom world, the cloud native has traction they're Tansu where, where customers were leaning in. So their enterprise customer is what I call the classic. It, you know, mainstream enterprise, which you guys have been doing a lot of business with. They're now thinking, okay, I'm gonna go on continu, accelerate on, in the public cloud, but I'm gonna have hybrid on premise as well. You guys have that solution. Now they're gonna need cloud native. And we were speculating that VMware is probably not gonna be able to get 'em all of it. And, and that there's a lot more cloud native options as customers want more cloud native. How do you see that piece on Amazon side? Because there's a lot of benefits between the VMware cloud on AWS and the services that you guys have natively in your cloud. So we see customers really taking advantage of the AWS goodness, as well as expanding the cloud side at VMware cloud on AWS. >>Yeah. There's probably two ways I would look at this. Right? So, so one is the combination of VMware cloud on AWS. And then both native services just generally brings more options to customers. And so typically what we're seeing now is customers are just able to move much faster, especially as it comes to data center, evacuations, migrating all their assets, right? So it used to be that, and still some customers they're like, I I've gotta think through my entire portfolio of applications and decide what to refactor. And the only way I can move it to cloud is to actually refactor it into some net new application, more and more. We're actually seeing customers. They've got their assets. A lot of them are still on premises in a VMware state, right. They can move those super quick and then modernize those. And so I think where you'll see VMware and AWS very aligned is on this, this idea of migrate. Now you need to get the benefits of TCO and, and the agility that comes with being in the cloud and then modernize. We took a step further, which is, and I think VMware would agree here too, but all of the, the myriad of services, I think it's 200 plus now AWS native services are for use right alongside any that a customer wants to run in VMware. And so we have examples of customers that are doing just, >>And that's, that's how you guys see the native and, and VMware cloud integrating in. Yeah, that's, that's important because this, I mean, if I always joke about, you know, we've been here 12 years listening in the hallways and stuff, you know, on the bus to the event last night, walking the parties and whatnot, listening in the streets, there's kind of two conversations that rise right to the top. And I wanna get your reaction to this Steven, because this seems to be representative of this demographic here at VMware conference, there's conversations around ransomware and storage and D dub and recovery. It's all, a lot of those happen. Yeah. Clearly a big crowd here that care about, you know, Veeam and NetApp and storage and like making sure stuff's secure and air gapped. And a lot of that kind of, I call nerdy conversations and then the other one is, okay, I gotta get the cloud story. >>Right. So there's kind of the operational security. And then there's like, okay, what's my path to true cloud. I need to get this moving. I need to have better applications. My company is the application now not it serves some sort of back office function. Yeah. It's like, my company is completely using technology as its business. So the app is the business. So that means everything's technology driven, not departmental siloed. So there's a, that's what I call the true cloud conversation. How do you, how do you see that evolving because VMware customers are now going there. And I won't say, I won't say they're behind, but they're certainly going there faster than ever before. >>I think, I think, I mean, it's an interesting con it's an interesting way to put it and I, I would completely agree. I think it's, it's very clear that I think a lot of customer companies are actually being disrupted. Right. And they have to move fast and reinvent themselves. You said the app is now becoming the company. Right. I mean, if, if you look at where not too many years back, there were, you know, big companies like Netflix that were born in the cloud. Right. Airbnb they're disruptors. >>There's, that's the >>App, right? That's the app. Yeah. So I, I would exactly agree. And, and that's who other companies are competing with. And so they have to move quickly. You talked about some, some technology that allows them to do that, right? So this week we announced the general availability of a NetApp on tap solution. It's been available on AWS for some time as a fully managed FSX storage solution. But now customers can actually leverage it with, with VMC. Now, why is that important? Well, there's tens of thousands of customers running VMware. On-premises still, there's thousands of them that are actually using NetApp filers, right? NetApp, NetApp filers, and the same enterprise features like replication. D do you were talking about and Snapp and clone. Those types of things can be done. Now within the V VMware state on AWS, what's even better is they can actually move faster. So consider replicating all this, you know, petabytes and petabytes of data that are in these S from on-premises into AWS, this, this NetApp service, and then connected connecting that up to the BMC option. So it just allows customers much, much. >>You guys, you guys have always been customer focus. Every time I sat down with the Andy jazzy and then last year with Adam, same thing we worked back from, I know it's kind of a canned answer on some of the questions from media, but, but they do really care. I've had those conversations. You guys do work backwards from the customer, actually have documents called working backwards. But one of the things that I observed, we talked about here yesterday on the cube was the observations of reinvent versus say, VM world. Now explore is VM world's ecosystem was very partner-centric in the sense of the partners needed to rely on VMware. And the customers came here for both more of the partners, not so much VMware in the sense there wasn't as much, many, many announcements can compare that to the past, say eight years of reinvent, where there's so much Amazon action going on the partners, I won't say take as a second, has a backseat to Amazon, but the, the attendees go there generally for what's going on with AWS, because there's always new stuff coming out. >>And it's, it's amazing. But this year it starts to see that there's an overlap or, or change between like the VMware ecosystem. And now Amazon there's, a lot of our interviews are like, they're on both ecosystems. They're at Amazon's show they're here. So you start to see what I call the naturalization of partners. You guys are continuing to grow, and you'll probably still have thousands of announcements at the event this year, as you always do, but the partners are much more part of the AWS equation, not just we're leasing all these new services and, and oh, for sure. Look at us, look at Amazon. We're growing. Cause you guys were building out and look, the growth has been great. But now as you guys get to this next level, the partners are integral to the ecosystem. How do you look at that? How has Amazon thinking about that? I know there's been some, some, a lot of active reorgs around AWS around solving this problem or no solve the problem, addressing the need and this next level of growth. What's your reaction to >>That? Well, I mean, it's, it's a, it's a good point. So I have to be honest with you, John. I, I, I spent eight of my 10 years so far at AWS within the partner organization. So partners are very near and dear to my heart. We've got tens of thousands of partners and you are you're right. You're starting to see some overlap now between the VMware partner ecosystem and what we've built now in AWS and partners are big >>By the way, you sell out every reinvent. So it's, you have a lot of partners. I'm not suggesting that you, that there's no partner network there, but >>Partners are critical. I mean, absolutely naturally we want a relationship with a customer, but in order to scale the way we need to do to meet the, the needs of customers, we need partners. Right. We, we can't, we can't interact with every single customer as much as we would like to. Right. And so partners have long built teams and expertise that, that caters to even niche workloads or opportunity areas. And, and we love partners >>For that. Yeah. I know you guys do. And also we'll point out just to kind of give props to you guys on the partner side, you don't, you keep that top of the stack open on Amazon. You've done some stuff for end to end where customers want all Amazon, but for the most part, you let competition come in, even on, so you guys are definitely partner friendly. I'm just observing more the maturization of partners within the reinvent ecosystem, cuz we're there every year. I mean, it's, I mean, first of all, they're all buzzing. I mean, it's not like there's no action. There's a lot of customers there it's sold out as big numbers, but it just seems that the partners are much more integrated into the value proposition of at a AWS because of the, the rising tide and, and now their enablement, cuz now they're part of the, of the value proposition. Even more than ever before >>They, they really are. And they, and they're building a lot of capabilities and services on us. And so their customers are our customers. And like you say, it's rising tide, right. We, we all do better together. >>Okay. So let's talk about the VMware cloud here. What's the update here in terms of the show, what's your, what's your main focus cuz a lot of people here are doing, doing sessions. What's been some of the con content that you guys are producing here. >>Yeah. So the best part obviously is a always the customer conversations to partner conversations. So a, a lot of, a lot of sessions there, we did keynote yesterday in Ryan and I, where we talked about a number of announcements that are, I think pretty material now to the offering a joint announcement with NetApp yesterday as well around the storage solution I was talking about. And then some, some really good technical deep dives on how the offering works. Customers are still interested in like how, how do I take what I've got on premises and easily move into AWS and technology like HSX H CX solution with VMware makes it really easy without having to re IP applications. I mean, you know, it is super difficult sometimes to, to move an application. If you've got figure out where all the firewall rules are and re iPing those, those things source. But yeah, it's, it's been fantastic. >>A lot of migrations to the cloud too. A lot of cloud action, new cloud action. You guys have probably seen an uptake on services right on the native side. >>Yes. Yes. For sure. So maybe I just outlined some of the, some of the assets we made this week. So absolutely >>Go ahead. >>We, we announced a new instance family as a, a major workhorse underneath the VMware cloud offering called I, I, you mentioned nitro earlier, this is on, based on our latest generation of nitro, which allows us to offer as you know, bare metal instances, which is, which is what VMware actually VMware was our first partnership and customer that I would say actually drove us to really get Nira done and out the door. And we've continued to iterate on that. And so this I four, I instance, it's based on the, the latest Intel isolate processor with more than double the Ram double the compute, a whopping 75 gigabytes per second network. So it's a real powerhouse. The cool thing is that with the, with the NetApp storage solution that we, we discussed, we're now disaggregating the need to provision, compute and storage at the same time. It used to be, if you wanted to add more storage to your VSAN array, that was on a V VMware cloud. Yeah. You'd add another note. You might not need more compute for memory. You'd have to add another note. And so now customers can simply start adding chunks of storage. And so this opens up customers. I had a customer come to me yesterday and said, there's no reason for us not to move. Now. We were waiting for something that like this, that allowed us to move our data heavy workloads yeah. Into VMware cloud. It's >>Like, it's like the, the alignment. You mentioned alignment earlier. You know, I would say that VMware customers are lined up now almost perfectly with the hybrid story that's that's seamless or somewhat seems it's never truly seamless. But if you look at like what Deepak's doing with Kubernetes and open source, you, you guys have that there talking that big here, you got vs a eight vSphere, eight out it's all cloud native. So that's lined up with what you guys are doing on your services and the horsepower. They have their stuff, you have yours that works better together. So it seems like it's more lined up than ever before. What's your take on that? Do you agree? And, and if so, what folks watching here that are VMware customers, what's, what's the motivation now to go faster? >>Look, it is, it is absolutely lined up. We are, as, as I mentioned earlier, we are jointly engineering and developing this thing together. And so that includes not just the nuts and bolts underneath, but kind of the vision of where it's going. And so we're, we're collectively bringing in customer feedback. >>What is that vision real quick? >>So that vision has to actually help an under help meet even the most demanding customer workloads. Okay. So you've got customer workloads that are still locked in on premises. And why is that? Well, it used to be, there was big for data and migration, right? And the speed. And so we continue to iterate this and that again is a joint thing. Instead of say, VMware, just building on AWS, it really is a, a tight partnership. >>Yeah. The lift and shift is a, an easy thing to do. And, and, and by the way, that could be a hassle too. But I hear most people say the reason holding us back on the workloads is it's just a lot of work, a hassle making it easier is what they want. And you guys are doing that. >>We are doing that. Absolutely. And by the way, we've got not just engineering teams, but we've got customer support teams on both sides working together. We also have flexible commercial options, right? If a customer wants to buy from AWS because they've negotiated some kind of deal with us, they can do that. They wanna buy from VMware for a similar reason. They could buy from VMware. So are >>They in the marketplace? >>They are in the market. There, there are some things in the marketplace. So you talked about Tansu, there's a Tansu offering in the marketplace. So yes. Customers can >>Contract. Yeah. Marketplaces. I'm telling you that's very disruptive. I'm Billy bullish on the market AIOS marketplace. I think that's gonna be a transformative way. People have what they procure and fully agree, deploy and how, and channel relationships are gonna shift. I think that's gonna be a disruptive enabler to the partner equation and, and we haven't even seen it yet. We're gonna be up there in September for their inaugural event. I think it's a small group, but we're gonna be documenting that. So even final question for you, what's next for you? What's on the agenda. You got reinvent right around the corner. Your P ones are done. Right? I know. Assuming all that, I turn that general joke. That's an internal Amazon joke. FYI. You've got your plan. What's next for the world. Obviously they're gonna go this, take this, explore global. No matter what happens with Broadcom, this is gonna be a growth wave with hybrid. What's next for you and your team with AWS and VMware's relationship? >>Yeah. So both of us are hyper focused on adding additional options, both from a, an instance compute perspective. You know, VMware announced some, some, some additional offerings that we've got. We've got a fully complete, like, so they're, they announce things like VMware flex compute V VMware flex storage. You mentioned earlier, there was a conversation around ransomware. There's a new ransomware based offering. So we're hyper focused on rounding out, continuing to round out the offering and giving customers even more choice >>Real quick. Jonathan made me think about the ransomware we were at reinforce Steven Schmidtz now the CSO. Now you got a CSO. AJ's the CSO. You got a whole focus, huge emphasis on security right now. I know you always have, but now it's much more public. It's PO more positive, I think, than some of the other events I've been to. It's been more Lum and doom. What's the security tie in here with VMware. Can you share a little bit real quick on the security piece update around this relationship? >>Yeah, you bet. So as you know, security for us is job zero. Like you don't have anything of security. And so what are the things that, that we're excited about specifically with VMware is, is the latest offering that, that we put together and it's called this, this ransomware offering. And it's, it's a little bit different than other ransomware. I mean, a lot of people have ransomware offerings today, just >>Air gap. >>Right, right, right. Exactly. No, that's easy. No, this one is different. So on the back end, so within VMC, there's this, this option where CU we can be to be taking iterative snapshots of a customer environment. Now, if an event were to occur, right. And a customer is like, I have to know if I'm compromised, we can actually spin up super easy. This is cloud. Remember? Yeah. We can spin up a, a copy of this environment, throw a switch, pick a snapshot with NSX. So VMware NSX firewall it off and then use some custom tooling from VMware to actually see if it's been compromised or not. And then iterate through that until you actually know you're clean. And that's different than just tools that do maybe a >>Little bit of scam. We had Tom gills on yesterday and, and one of the things Dave ante had to leave is taking the sun to college is last one in the house and B nester now, but Tom Gill was on. We were talking about how good their security story is ware. And they really weren't showboating it as much as they could have here. I thought they could have done a better job, but this is an example of kind of them really leaning in with you guys. That's the key part of the relationship. >>Yeah, it really is. And I think this is something is materially different than what you can get elsewhere. And it's exciting for, >>Okay. Now the, the real question I want to know is what's your plans for AWS reinvent the blockbuster end of the year, Amazon surf show that gets bigger and bigger. I know it's still hybrid now, but it's looking be hybrid, but people are back in person last year. You guys were the first event really come back and still had massive numbers. AWS summit, New York at 19,000. I heard last week in Chicago, big numbers. So we're expecting reinvent to be pretty large this year. What are you, what are you gonna do there? What's your role there? >>We are expecting, well, I'll be there. I cover multiple businesses. Obviously. We're, we're planning on some additional announcements, obviously in the VMware space as well. And one of the other businesses I run is around SAP. And you should look for some things there as well. Yeah. Really looking forward to reinvent, except for the fact that it's right after Thanksgiving. But I think it >>Always ruins my, I always get an article out. I like, why are you we're having, we're having Thanksgiving dinner. I gotta write this article. It's gotta get Adam, Adam. Leski exclusive. We, every year we do a, a CEO sit down with Andy was the CEO and then now Adam. But yeah, it's a great event to me. I think it sets the tone. And it's gonna be very interesting to see the big clouds are coming to the big cloud. You guys, and you guys are now called hyperscalers. Now, multiple words. It's interesting. You guys are providing the CapEx goodness for everybody else now. And that relationship seems to be the new, the new industry standard of you guys provide the enablement and then everyone you get paid, cuz it's a service. A whole nother level of cloud is emerging in the partner network, GSI other companies. Yeah. >>Yeah. I mean we're really scaling. I mean we continue to iterate and release regions at a fast clip. We just announced support for VMware in Hong Kong. Yeah. So now we're up to 21 regions for this service, >>The sovereign clouds right around the corner. Let's we'll talk about that soon. Steven. Thanks for coming. I know you gotta go. Thank you for your valuable time. Coming in. Put Steven Jones. Who's the general manager of the VMware cloud on AWS business. Four AWS here inside the cube day. Three of cube coverage. I'm John furrier. Thanks for watching. We'll be right back.

Published Date : Sep 1 2022

SUMMARY :

Lisa Martin, Dave Nicholson, all host of the cube 12 interviews today, just we're with Rocklin and rolling, I've been on many times going back to 2015. Pleasure to be here. To see you again. And the amount of, of So if you look at the, the marks of time, now, the history books are starting to be written about Amazon EC two instances back in the day and the maximum amount of memory you could conversion I mean, he's, I know it's coming next. I mean, all the hardware innovation that you guys have done, I mean, look at every it's changed. And you know, you mentioned a couple of ISVs and partners of ours who are leaning in And I think, you know, one of the, and we're gonna circle back to VMware is kind of a point to this. Where is the VMware The best part are the customers who were coming and adopting and proving lot of benefits between the VMware cloud on AWS and the services that you guys have natively in your cloud. And the only way I can move it to cloud is to actually refactor it into some net new application, And that's, that's how you guys see the native and, and VMware cloud integrating in. So the app is the business. I mean, if, if you look at where not And so they have to move quickly. And the customers came here for both more of the partners, So you start to see what I call the naturalization of partners. So I have to be honest with you, John. By the way, you sell out every reinvent. I mean, absolutely naturally we want a relationship Amazon, but for the most part, you let competition come in, even on, so you guys are definitely partner And like you say, it's rising tide, right. content that you guys are producing here. you know, it is super difficult sometimes to, to move an application. A lot of migrations to the cloud too. So maybe I just outlined some of the, some of the assets we made this week. the latest Intel isolate processor with more than double the Ram double So that's lined up with what you guys are doing on your services and the horsepower. And so that And the speed. And you guys are doing that. And by the way, we've got not just engineering teams, but we've got customer So you talked about Tansu, there's a Tansu offering in I think that's gonna be a disruptive enabler to the So we're hyper focused on rounding out, continuing to round out the offering I know you always have, but now it's much more public. So as you know, security for us is job zero. And a customer is like, I have to know if I'm compromised, we can actually spin up super easy. but this is an example of kind of them really leaning in with you guys. And I think this is something is materially different than what the blockbuster end of the year, Amazon surf show that And one of the other businesses I run is around SAP. And that relationship seems to be the new, the new industry standard of you guys I mean we continue to iterate and release regions at I know you gotta go.

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Rachel Wolfson, CoinTelegraph | Monaco Crypto Summit 2022


 

(upbeat music) >> Okay, welcome back everyone to the Cube's live coverage in Monaco. I'm John Furrier, host of theCube. Monaco Crypto Summit is the event and there's a big conversation later at the yacht club with Prince Albert and everyone else will be there, and it'll be quite the scene. And Rachel Wolfson is here. She's with Cointelegraph. They're the media partner of the event, the official media partner of the Monaco Crypto Summit. She's also MCing the event on stage, presented by DigitalBits. Rachel, thanks for coming on. >> Thanks for having me, John. >> So I know you're busy, thanks for taking the time cause' you got to go jump back in and moderate, and keep things on track. This isn't an inaugural event. So DigitalBits has exploded on the scene. I just saw a thing on YouTube news around this soccer player in Rome, has DigitalBits logo on their jersey. They're a big to do cause everyone's popular and they got a couple teams. So real world, kind of, assets coming together, what's going on in the event that you're MCing? What's the focus? What's the agenda? What's some of the conversations like? >> Yeah, definitely. Well, it's a great event. It's my first time here in Monaco and I'm loving it. And I think that Monaco is really becoming the next crypto hotspot. Definitely in terms of Metaverse and Web3 innovation, I think that we're going to start seeing a lot of that here. That's what we're seeing today at the Summit. So a lot of the presentations that we're seeing are really focused on Web3 and NFT platforms, so for instance, obviously what DigitalBits is doing. We watched a video before the break on Ecosystem and the Metaverse that people can join and be a part of, in terms of real estate, but we're seeing a lot of innovation here today with that. I moderated a great panel with Britney Kaiser, Lauren Bissell, Taross, I'm blanking on his last name, but it was about blockchain and how governments are implementing blockchain. So that was also really interesting to hear about what the Ukrainian government is doing with blockchain. So there's kind of a mix, but I'd say that the overall theme is Web3 and NFTs. >> Yeah. Britney was mentioning some of that, how they're going to preserve buildings and artifacts, so that in case they're looted or destroyed, they can preserve them. >> Right. I think it's called the Heritage Fund. And I just think it's such an interesting use case in terms of how governments are using blockchain because the best use for blockchain in my opinion, is recording data, and having that data be permanent. And so when we can have artifacts in Ukraine recorded on the blockchain, you know by being scanned, it's really revolutionary. And I think that a lot of governments around the world are going to see that use case and say, "Oh wow, blockchain is a great technology for things like that." >> So DigitalBits had a press conference this morning and they talked about their exchange and some other things. Did you attend that press conference or did you get briefed on that? >> I did not attend the press conference. I was prepping for my MC role. >> So they got this exchange thing and then there's real interest from Prince Albert's foundations to bring this into Monaco. So Monaco's got this vibe, big time. >> Rachel: Right. There's a vibe (John chuckles) >> What does it all mean, when you're putting in your reporting? What do you see happening? >> So, I mean, I honestly haven't covered Monaco actually ever in my reporting. And John, you know I've been reporting since 2017, but the vibe that I'm getting just from this summit today is that Web3 and NFTs are going to be huge here. I'm speaking, I haven't... You know, there's a panel coming up about crypto regulations, and so we're going to talk a little bit about laws being passed here in Monaco in terms of Metaverse and digital identity. So I think that there are a few laws around that here that they're looking at, the government here is looking at to kind of add clarity for those topics. >> I had a couple guests on earlier. We were talking about the old days, a couple years ago. You mentioned 2017, so much has changed. >> Yes. >> You know, we had a up and down. 2018 was a good year, and then it kind of dived back and changed a little bit. Then NFTs brought it back up again, been a great hype cycle, but also movement. What's your take on the real progress that's been made? If you zoom out and look at the landscape, what's happened? >> Right. I mean, well, a lot has happened. When I first entered the space, I initially came in, I was interested in enterprise, blockchain and private networks being utilized by enterprises to record data. And then we saw public blockchains come in, like Ethereum and enterprises using them. And then we saw a mix. And now I feel like we're just seeing public blockchains and there's really... (John chuckles) But there's still our private blockchains. But today, I mean, we've gone from that in 2017 to right now, I think, you know, we're recently seeing a lot of these centralized exchanges kind of collapsing. What we've seen with Celsius, for instance, and people moving their crypto to hardware wallets. I think that the space is really undergoing a lot of transformation. It's really revolutionary, actually, to see the hardware wallet market is growing rapidly, and I think that that's going to continue to grow. I think centralized exchanges are still going to exist in custody crypto for enterprises and institutions, and you know, in individuals as well. But we are seeing a shift from centralized exchanges to hardware wallets. NFTs, although the space is, you know, not as big as it was a year ago, it's still quite relevant. But I think with the way the market is looking today, we're only seeing the top projects kind of lead the way now, versus all of the noise that we were seeing previously. So yeah, I think it's- >> So corrections, basically? >> Right. Exactly. Corrections. And I think it's necessary, right. It's very necessary. >> Yeah. It's interesting. You know, you mentioned the big players you got Bitcoin, Ethereum driving a lot. I remember interviewing the crypto kiddies when they first came out, it was kind of a first gen Ethereum, and then it just exploded from there. And I remember saying to myself, if the NFTs and the decentralized applications can have that scale, but then it felt like, okay, there was a lot of jocking for under the covers, under the hood, so to speak. And now you've got massive presence from all the VCs, and Jason Ho has like another crypto fund. I mean, >> Right. you can't go a day without another big crypto fund from you know, traditional venture capitalists. Meanwhile, you got investors who have made billions on crypto, they're investing. So you kind of got a diversity of investor base going on and different instruments. So the investor community's changing and evolving too. >> Right. >> How do you see that evolving? >> Well, it's a really good point you mentioned. So Cointelegraph research recently released a report showing that Web3 is the most sought after investment sector this year. So it was DeFi before, and Web3 is now leading the way over DeFi. And so we're seeing a lot of these venture capitalist funds as you mentioned, create funds allocated just to Web3 growth. And that's exactly what we're seeing, the vibe I'm getting from the Monaco Crypto Summit here today, this is all about Web3. It's all about NFT, it is all about the Metaverse. You know, this is really revolutionary. So I think we're definitely going to see that trend kind of, you know, conquer all of these other sectors that we're seeing in blockchain right now. >> Has Web3 become the coin term for Metaverse and NFTs? Or is that being globalized as all shifted, decentralized? What's the read on it? It seems to be like, kind of all inclusive but it tends to be more like NFT's the new thing and the young Gen Zs >> Yeah want something different than the Millennials and the Xs and the Boomers, who screwed everything up for everybody. >> Yeah. (John chuckles) No, I mean, it's a great question. So when I think of Web3, I categorize NFTs and the Metaverse in there. Obviously it's just, you know the new form of the internet. It's the way the internet is- >> Never fight fashion, as I always say, right? >> Right. Yeah. Right. (John chuckles) It's just decentralization. The fact that we can live in these virtual worlds and own our own assets through NFT, it's all decentralized. And in my opinion, that all falls under the category of Web3. >> Well, you're doing a great job MCing. Great to have you on theCube. >> Rachel: Thanks. I'd like to ask you a personal question if you don't mind. COVID's impacted us all with no events. When did you get back onto the events circuit? What's on your calendar? What have you been up to? >> Yeah, so gosh, with COVID, I think when COVID, you know, when it was actually really happening, (John chuckles) and it still is happening. But when it was, you know, >> John: Like, when it was >> impacting- shut down mode. >> Right. When we were shut down, there were virtual events. And then, I think it was late last year or early this year when the events started happening again. So most recently I was at NFT NYC. Before that, I was at Consensus, which was huge. >> Was that the one in Austin or Miami? >> In Austin. >> That's right, Austin. >> Right. Were you there? >> No, I missed it. >> Okay. It was a very high level, great event. >> Huge numbers, I heard. >> Yes. Massive turnout. (John chuckles) Tons of speakers. It was really informative. >> It feels like a festival. actually. >> It was. It was just like South by Southwest, except for crypto and blockchain. (John chuckles) And then coming up, gosh, there are a lot of events. I'll be at an event in Miami, it's an NFT event that's in a few months. I know that there's a summit happening, I think in Turkey that I may be at as well. >> You're on the road. You're traveling. You're doing a lot of hopping around. >> Yes I am. And there's a lot of events happening in Europe. I'm US-based, but I'm hoping to spend more time in Europe just so I can go to those events. But there's a lot happening. >> Yeah. Cool. What's the most important story people should be paying attention to in your mind? >> Wow. That's... (Rachel chuckles) That's a big question. It's a good question. I think most, you know, the transition that we're seeing now, so in terms of prices, I think people need to focus less on the price of Bitcoin and Ethereum and more on innovation that's happening. So for instance, Web3 innovation, what we're seeing here today, you know, innovation, isn't about prices, but it's more about like actually now is the time to build. >> Yeah. because the prices are a bit down. >> Yeah. I mean, as, you know, Lewis Hamilton's F1 driver had a quote, you know, "It takes a team. No matter who's in the driver's seat, it's a team." So community, Wayne Gretzky skates where the puck is going to be I think is much more what I'm hearing now, seeing what you're saying is that don't try to count the price trade of Bitcoin. This is an evolution. >> Right. >> And the dots are connecting. >> Exactly. And like I said, now is the time to build. What we're seeing with the project Britney mentioned, putting the heritage, you know, on the blockchain from Ukraine, like, that's a great use case for what we're seeing now. I want to see more of those real world use cases. >> Right. Well, Rachel, thanks for coming on theCube. I really appreciate it. Great to see you. >> Thanks, John. >> And thanks for coming out of your schedule. I know you're busy. >> Thanks. Now you get some lunchtime now and get some break. >> Yeah. Get back on stage. Thanks for coming on. >> Rachel: Thank you. >> All right. We're here at the Monaco Crypto Summit. Rachel's MCing the event as part of the official media partner, Cointelegraph. Rachel Wolfson here on theCube. I'm John Furrier. More coverage coming after this short break. >> Thank you. (upbeat music)

Published Date : Jul 30 2022

SUMMARY :

and it'll be quite the scene. So DigitalBits has exploded on the scene. So a lot of the presentations how they're going to preserve And I just think it's such or did you get briefed on that? I did not attend the press conference. and then there's real interest Rachel: Right. but the vibe that I'm getting I had a couple guests on earlier. the landscape, what's happened? NFTs, although the space is, you know, And I think it's necessary, right. I remember interviewing the crypto kiddies So the investor community's and Web3 is now leading the way over DeFi. the Xs and the Boomers, It's the way the internet is- And in my opinion, Great to have you on theCube. I'd like to ask you But when it was, you know, And then, I think it was late last year Were you there? It was a very high level, great event. It was really informative. It feels like a festival. I know that there's a summit happening, You're on the road. just so I can go to those events. What's the most important story now is the time to build. because the prices the puck is going to be putting the heritage, you know, Great to see you. I know you're busy. Now you get some lunchtime Get back on stage. We're here at the Monaco Crypto Summit. Thank you.

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Keynote Analysis | AWS re:Inforce 2022


 

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

Published Date : Jul 26 2022

SUMMARY :

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

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Luis Ceze, OctoML | Amazon re:MARS 2022


 

(upbeat music) >> Welcome back, everyone, to theCUBE's coverage here live on the floor at AWS re:MARS 2022. I'm John Furrier, host for theCUBE. Great event, machine learning, automation, robotics, space, that's MARS. It's part of the re-series of events, re:Invent's the big event at the end of the year, re:Inforce, security, re:MARS, really intersection of the future of space, industrial, automation, which is very heavily DevOps machine learning, of course, machine learning, which is AI. We have Luis Ceze here, who's the CEO co-founder of OctoML. Welcome to theCUBE. >> Thank you very much for having me in the show, John. >> So we've been following you guys. You guys are a growing startup funded by Madrona Venture Capital, one of your backers. You guys are here at the show. This is a, I would say small show relative what it's going to be, but a lot of robotics, a lot of space, a lot of industrial kind of edge, but machine learning is the centerpiece of this trend. You guys are in the middle of it. Tell us your story. >> Absolutely, yeah. So our mission is to make machine learning sustainable and accessible to everyone. So I say sustainable because it means we're going to make it faster and more efficient. You know, use less human effort, and accessible to everyone, accessible to as many developers as possible, and also accessible in any device. So, we started from an open source project that began at University of Washington, where I'm a professor there. And several of the co-founders were PhD students there. We started with this open source project called Apache TVM that had actually contributions and collaborations from Amazon and a bunch of other big tech companies. And that allows you to get a machine learning model and run on any hardware, like run on CPUs, GPUs, various GPUs, accelerators, and so on. It was the kernel of our company and the project's been around for about six years or so. Company is about three years old. And we grew from Apache TVM into a whole platform that essentially supports any model on any hardware cloud and edge. >> So is the thesis that, when it first started, that you want to be agnostic on platform? >> Agnostic on hardware, that's right. >> Hardware, hardware. >> Yeah. >> What was it like back then? What kind of hardware were you talking about back then? Cause a lot's changed, certainly on the silicon side. >> Luis: Absolutely, yeah. >> So take me through the journey, 'cause I could see the progression. I'm connecting the dots here. >> So once upon a time, yeah, no... (both chuckling) >> I walked in the snow with my bare feet. >> You have to be careful because if you wake up the professor in me, then you're going to be here for two hours, you know. >> Fast forward. >> The average version here is that, clearly machine learning has shown to actually solve real interesting, high value problems. And where machine learning runs in the end, it becomes code that runs on different hardware, right? And when we started Apache TVM, which stands for tensor virtual machine, at that time it was just beginning to start using GPUs for machine learning, we already saw that, with a bunch of machine learning models popping up and CPUs and GPU's starting to be used for machine learning, it was clear that it come opportunity to run on everywhere. >> And GPU's were coming fast. >> GPUs were coming and huge diversity of CPUs, of GPU's and accelerators now, and the ecosystem and the system software that maps models to hardware is still very fragmented today. So hardware vendors have their own specific stacks. So Nvidia has its own software stack, and so does Intel, AMD. And honestly, I mean, I hope I'm not being, you know, too controversial here to say that it kind of of looks like the mainframe era. We had tight coupling between hardware and software. You know, if you bought IBM hardware, you had to buy IBM OS and IBM database, IBM applications, it all tightly coupled. And if you want to use IBM software, you had to buy IBM hardware. So that's kind of like what machine learning systems look like today. If you buy a certain big name GPU, you've got to use their software. Even if you use their software, which is pretty good, you have to buy their GPUs, right? So, but you know, we wanted to help peel away the model and the software infrastructure from the hardware to give people choice, ability to run the models where it best suit them. Right? So that includes picking the best instance in the cloud, that's going to give you the right, you know, cost properties, performance properties, or might want to run it on the edge. You might run it on an accelerator. >> What year was that roughly, when you were going this? >> We started that project in 2015, 2016 >> Yeah. So that was pre-conventional wisdom. I think TensorFlow wasn't even around yet. >> Luis: No, it wasn't. >> It was, I'm thinking like 2017 or so. >> Luis: Right. So that was the beginning of, okay, this is opportunity. AWS, I don't think they had released some of the nitro stuff that the Hamilton was working on. So, they were already kind of going that way. It's kind of like converging. >> Luis: Yeah. >> The space was happening, exploding. >> Right. And the way that was dealt with, and to this day, you know, to a large extent as well is by backing machine learning models with a bunch of hardware specific libraries. And we were some of the first ones to say, like, know what, let's take a compilation approach, take a model and compile it to very efficient code for that specific hardware. And what underpins all of that is using machine learning for machine learning code optimization. Right? But it was way back when. We can talk about where we are today. >> No, let's fast forward. >> That's the beginning of the open source project. >> But that was a fundamental belief, worldview there. I mean, you have a world real view that was logical when you compare to the mainframe, but not obvious to the machine learning community. Okay, good call, check. Now let's fast forward, okay. Evolution, we'll go through the speed of the years. More chips are coming, you got GPUs, and seeing what's going on in AWS. Wow! Now it's booming. Now I got unlimited processors, I got silicon on chips, I got, everywhere >> Yeah. And what's interesting is that the ecosystem got even more complex, in fact. Because now you have, there's a cross product between machine learning models, frameworks like TensorFlow, PyTorch, Keras, and like that and so on, and then hardware targets. So how do you navigate that? What we want here, our vision is to say, folks should focus, people should focus on making the machine learning models do what they want to do that solves a value, like solves a problem of high value to them. Right? So another deployment should be completely automatic. Today, it's very, very manual to a large extent. So once you're serious about deploying machine learning model, you got a good understanding where you're going to deploy it, how you're going to deploy it, and then, you know, pick out the right libraries and compilers, and we automated the whole thing in our platform. This is why you see the tagline, the booth is right there, like bringing DevOps agility for machine learning, because our mission is to make that fully transparent. >> Well, I think that, first of all, I use that line here, cause I'm looking at it here on live on camera. People can't see, but it's like, I use it on a couple couple of my interviews because the word agility is very interesting because that's kind of the test on any kind of approach these days. Agility could be, and I talked to the robotics guys, just having their product be more agile. I talked to Pepsi here just before you came on, they had this large scale data environment because they built an architecture, but that fostered agility. So again, this is an architectural concept, it's a systems' view of agility being the output, and removing dependencies, which I think what you guys were trying to do. >> Only part of what we do. Right? So agility means a bunch of things. First, you know-- >> Yeah explain. >> Today it takes a couple months to get a model from, when the model's ready, to production, why not turn that in two hours. Agile, literally, physically agile, in terms of walk off time. Right? And then the other thing is give you flexibility to choose where your model should run. So, in our deployment, between the demo and the platform expansion that we announced yesterday, you know, we give the ability of getting your model and, you know, get it compiled, get it optimized for any instance in the cloud and automatically move it around. Today, that's not the case. You have to pick one instance and that's what you do. And then you might auto scale with that one instance. So we give the agility of actually running and scaling the model the way you want, and the way it gives you the right SLAs. >> Yeah, I think Swami was mentioning that, not specifically that use case for you, but that use case generally, that scale being moving things around, making them faster, not having to do that integration work. >> Scale, and run the models where they need to run. Like some day you want to have a large scale deployment in the cloud. You're going to have models in the edge for various reasons because speed of light is limited. We cannot make lights faster. So, you know, got to have some, that's a physics there you cannot change. There's privacy reasons. You want to keep data locally, not send it around to run the model locally. So anyways, and giving the flexibility. >> Let me jump in real quick. I want to ask this specific question because you made me think of something. So we're just having a data mesh conversation. And one of the comments that's come out of a few of these data as code conversations is data's the product now. So if you can move data to the edge, which everyone's talking about, you know, why move data if you don't have to, but I can move a machine learning algorithm to the edge. Cause it's costly to move data. I can move computer, everyone knows that. But now I can move machine learning to anywhere else and not worry about integrating on the fly. So the model is the code. >> It is the product. >> Yeah. And since you said, the model is the code, okay, now we're talking even more here. So machine learning models today are not treated as code, by the way. So do not have any of the typical properties of code that you can, whenever you write a piece of code, you run a code, you don't know, you don't even think what is a CPU, we don't think where it runs, what kind of CPU it runs, what kind of instance it runs. But with machine learning model, you do. So what we are doing and created this fully transparent automated way of allowing you to treat your machine learning models if you were a regular function that you call and then a function could run anywhere. >> Yeah. >> Right. >> That's why-- >> That's better. >> Bringing DevOps agility-- >> That's better. >> Yeah. And you can use existing-- >> That's better, because I can run it on the Artemis too, in space. >> You could, yeah. >> If they have the hardware. (both laugh) >> And that allows you to run your existing, continue to use your existing DevOps infrastructure and your existing people. >> So I have to ask you, cause since you're a professor, this is like a masterclass on theCube. Thank you for coming on. Professor. (Luis laughing) I'm a hardware guy. I'm building hardware for Boston Dynamics, Spot, the dog, that's the diversity in hardware, it's tends to be purpose driven. I got a spaceship, I'm going to have hardware on there. >> Luis: Right. >> It's generally viewed in the community here, that everyone I talk to and other communities, open source is going to drive all software. That's a check. But the scale and integration is super important. And they're also recognizing that hardware is really about the software. And they even said on stage, here. Hardware is not about the hardware, it's about the software. So if you believe that to be true, then your model checks all the boxes. Are people getting this? >> I think they're starting to. Here is why, right. A lot of companies that were hardware first, that thought about software too late, aren't making it. Right? There's a large number of hardware companies, AI chip companies that aren't making it. Probably some of them that won't make it, unfortunately just because they started thinking about software too late. I'm so glad to see a lot of the early, I hope I'm not just doing our own horn here, but Apache TVM, the infrastructure that we built to map models to different hardware, it's very flexible. So we see a lot of emerging chip companies like SiMa.ai's been doing fantastic work, and they use Apache TVM to map algorithms to their hardware. And there's a bunch of others that are also using Apache TVM. That's because you have, you know, an opening infrastructure that keeps it up to date with all the machine learning frameworks and models and allows you to extend to the chips that you want. So these companies pay attention that early, gives them a much higher fighting chance, I'd say. >> Well, first of all, not only are you backable by the VCs cause you have pedigree, you're a professor, you're smart, and you get good recruiting-- >> Luis: I don't know about the smart part. >> And you get good recruiting for PhDs out of University of Washington, which is not too shabby computer science department. But they want to make money. The VCs want to make money. >> Right. >> So you have to make money. So what's the pitch? What's the business model? >> Yeah. Absolutely. >> Share us what you're thinking there. >> Yeah. The value of using our solution is shorter time to value for your model from months to hours. Second, you shrink operator, op-packs, because you don't need a specialized expensive team. Talk about expensive, expensive engineers who can understand machine learning hardware and software engineering to deploy models. You don't need those teams if you use this automated solution, right? Then you reduce that. And also, in the process of actually getting a model and getting specialized to the hardware, making hardware aware, we're talking about a very significant performance improvement that leads to lower cost of deployment in the cloud. We're talking about very significant reduction in costs in cloud deployment. And also enabling new applications on the edge that weren't possible before. It creates, you know, latent value opportunities. Right? So, that's the high level value pitch. But how do we make money? Well, we charge for access to the platform. Right? >> Usage. Consumption. >> Yeah, and value based. Yeah, so it's consumption and value based. So depends on the scale of the deployment. If you're going to deploy machine learning model at a larger scale, chances are that it produces a lot of value. So then we'll capture some of that value in our pricing scale. >> So, you have direct sales force then to work those deals. >> Exactly. >> Got it. How many customers do you have? Just curious. >> So we started, the SaaS platform just launched now. So we started onboarding customers. We've been building this for a while. We have a bunch of, you know, partners that we can talk about openly, like, you know, revenue generating partners, that's fair to say. We work closely with Qualcomm to enable Snapdragon on TVM and hence our platform. We're close with AMD as well, enabling AMD hardware on the platform. We've been working closely with two hyperscaler cloud providers that-- >> I wonder who they are. >> I don't know who they are, right. >> Both start with the letter A. >> And they're both here, right. What is that? >> They both start with the letter A. >> Oh, that's right. >> I won't give it away. (laughing) >> Don't give it away. >> One has three, one has four. (both laugh) >> I'm guessing, by the way. >> Then we have customers in the, actually, early customers have been using the platform from the beginning in the consumer electronics space, in Japan, you know, self driving car technology, as well. As well as some AI first companies that actually, whose core value, the core business come from AI models. >> So, serious, serious customers. They got deep tech chops. They're integrating, they see this as a strategic part of their architecture. >> That's what I call AI native, exactly. But now there's, we have several enterprise customers in line now, we've been talking to. Of course, because now we launched the platform, now we started onboarding and exploring how we're going to serve it to these customers. But it's pretty clear that our technology can solve a lot of other pain points right now. And we're going to work with them as early customers to go and refine them. >> So, do you sell to the little guys, like us? Will we be customers if we wanted to be? >> You could, absolutely, yeah. >> What we have to do, have machine learning folks on staff? >> So, here's what you're going to have to do. Since you can see the booth, others can't. No, but they can certainly, you can try our demo. >> OctoML. >> And you should look at the transparent AI app that's compiled and optimized with our flow, and deployed and built with our flow. That allows you to get your image and do style transfer. You know, you can get you and a pineapple and see how you look like with a pineapple texture. >> We got a lot of transcript and video data. >> Right. Yeah. Right, exactly. So, you can use that. Then there's a very clear-- >> But I could use it. You're not blocking me from using it. Everyone's, it's pretty much democratized. >> You can try the demo, and then you can request access to the platform. >> But you get a lot of more serious deeper customers. But you can serve anybody, what you're saying. >> Luis: We can serve anybody, yeah. >> All right, so what's the vision going forward? Let me ask this. When did people start getting the epiphany of removing the machine learning from the hardware? Was it recently, a couple years ago? >> Well, on the research side, we helped start that trend a while ago. I don't need to repeat that. But I think the vision that's important here, I want the audience here to take away is that, there's a lot of progress being made in creating machine learning models. So, there's fantastic tools to deal with training data, and creating the models, and so on. And now there's a bunch of models that can solve real problems there. The question is, how do you very easily integrate that into your intelligent applications? Madrona Venture Group has been very vocal and investing heavily in intelligent applications both and user applications as well as enablers. So we say an enable of that because it's so easy to use our flow to get a model integrated into your application. Now, any regular software developer can integrate that. And that's just the beginning, right? Because, you know, now we have CI/CD integration to keep your models up to date, to continue to integrate, and then there's more downstream support for other features that you normally have in regular software development. >> I've been thinking about this for a long, long, time. And I think this whole code, no one thinks about code. Like, I write code, I'm deploying it. I think this idea of machine learning as code independent of other dependencies is really amazing. It's so obvious now that you say it. What's the choices now? Let's just say that, I buy it, I love it, I'm using it. Now what do I got to do if I want to deploy it? Do I have to pick processors? Are there verified platforms that you support? Is there a short list? Is there every piece of hardware? >> We actually can help you. I hope we're not saying we can do everything in the world here, but we can help you with that. So, here's how. When you have them all in the platform you can actually see how this model runs on any instance of any cloud, by the way. So we support all the three major cloud providers. And then you can make decisions. For example, if you care about latency, your model has to run on, at most 50 milliseconds, because you're going to have interactivity. And then, after that, you don't care if it's faster. All you care is that, is it going to run cheap enough. So we can help you navigate. And also going to make it automatic. >> It's like tire kicking in the dealer showroom. >> Right. >> You can test everything out, you can see the simulation. Are they simulations, or are they real tests? >> Oh, no, we run all in real hardware. So, we have, as I said, we support any instances of any of the major clouds. We actually run on the cloud. But we also support a select number of edge devices today, like ARMs and Nvidia Jetsons. And we have the OctoML cloud, which is a bunch of racks with a bunch Raspberry Pis and Nvidia Jetsons, and very soon, a bunch of mobile phones there too that can actually run the real hardware, and validate it, and test it out, so you can see that your model runs performant and economically enough in the cloud. And it can run on the edge devices-- >> You're a machine learning as a service. Would that be an accurate? >> That's part of it, because we're not doing the machine learning model itself. You come with a model and we make it deployable and make it ready to deploy. So, here's why it's important. Let me try. There's a large number of really interesting companies that do API models, as in API as a service. You have an NLP model, you have computer vision models, where you call an API and then point in the cloud. You send an image and you got a description, for example. But it is using a third party. Now, if you want to have your model on your infrastructure but having the same convenience as an API you can use our service. So, today, chances are that, if you have a model that you know that you want to do, there might not be an API for it, we actually automatically create the API for you. >> Okay, so that's why I get the DevOps agility for machine learning is a better description. Cause it's not, you're not providing the service. You're providing the service of deploying it like DevOps infrastructure as code. You're now ML as code. >> It's your model, your API, your infrastructure, but all of the convenience of having it ready to go, fully automatic, hands off. >> Cause I think what's interesting about this is that it brings the craftsmanship back to machine learning. Cause it's a craft. I mean, let's face it. >> Yeah. I want human brains, which are very precious resources, to focus on building those models, that is going to solve business problems. I don't want these very smart human brains figuring out how to scrub this into actually getting run the right way. This should be automatic. That's why we use machine learning, for machine learning to solve that. >> Here's an idea for you. We should write a book called, The Lean Machine Learning. Cause the lean startup was all about DevOps. >> Luis: We call machine leaning. No, that's not it going to work. (laughs) >> Remember when iteration was the big mantra. Oh, yeah, iterate. You know, that was from DevOps. >> Yeah, that's right. >> This code allowed for standing up stuff fast, double down, we all know the history, what it turned out. That was a good value for developers. >> I could really agree. If you don't mind me building on that point. You know, something we see as OctoML, but we also see at Madrona as well. Seeing that there's a trend towards best in breed for each one of the stages of getting a model deployed. From the data aspect of creating the data, and then to the model creation aspect, to the model deployment, and even model monitoring. Right? We develop integrations with all the major pieces of the ecosystem, such that you can integrate, say with model monitoring to go and monitor how a model is doing. Just like you monitor how code is doing in deployment in the cloud. >> It's evolution. I think it's a great step. And again, I love the analogy to the mainstream. I lived during those days. I remember the monolithic propriety, and then, you know, OSI model kind of blew it. But that OSI stack never went full stack, and it only stopped at TCP/IP. So, I think the same thing's going on here. You see some scalability around it to try to uncouple it, free it. >> Absolutely. And sustainability and accessibility to make it run faster and make it run on any deice that you want by any developer. So, that's the tagline. >> Luis Ceze, thanks for coming on. Professor. >> Thank you. >> I didn't know you were a professor. That's great to have you on. It was a masterclass in DevOps agility for machine learning. Thanks for coming on. Appreciate it. >> Thank you very much. Thank you. >> Congratulations, again. All right. OctoML here on theCube. Really important. Uncoupling the machine learning from the hardware specifically. That's only going to make space faster and safer, and more reliable. And that's where the whole theme of re:MARS is. Let's see how they fit in. I'm John for theCube. Thanks for watching. More coverage after this short break. >> Luis: Thank you. (gentle music)

Published Date : Jun 24 2022

SUMMARY :

live on the floor at AWS re:MARS 2022. for having me in the show, John. but machine learning is the And that allows you to get certainly on the silicon side. 'cause I could see the progression. So once upon a time, yeah, no... because if you wake up learning runs in the end, that's going to give you the So that was pre-conventional wisdom. the Hamilton was working on. and to this day, you know, That's the beginning of that was logical when you is that the ecosystem because that's kind of the test First, you know-- and scaling the model the way you want, not having to do that integration work. Scale, and run the models So if you can move data to the edge, So do not have any of the typical And you can use existing-- the Artemis too, in space. If they have the hardware. And that allows you So I have to ask you, So if you believe that to be true, to the chips that you want. about the smart part. And you get good recruiting for PhDs So you have to make money. And also, in the process So depends on the scale of the deployment. So, you have direct sales How many customers do you have? We have a bunch of, you know, And they're both here, right. I won't give it away. One has three, one has four. in Japan, you know, self They're integrating, they see this as it to these customers. Since you can see the booth, others can't. and see how you look like We got a lot of So, you can use that. But I could use it. and then you can request But you can serve anybody, of removing the machine for other features that you normally have It's so obvious now that you say it. So we can help you navigate. in the dealer showroom. you can see the simulation. And it can run on the edge devices-- You're a machine learning as a service. know that you want to do, I get the DevOps agility but all of the convenience it brings the craftsmanship for machine learning to solve that. Cause the lean startup No, that's not it going to work. You know, that was from DevOps. double down, we all know the such that you can integrate, and then, you know, OSI on any deice that you Professor. That's great to have you on. Thank you very much. Uncoupling the machine learning Luis: Thank you.

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Andy Thurai, Constellation Research & Larry Carvalho, RobustCloud LLC


 

(upbeat music) >> Okay, welcome back everyone. CUBE's coverage of re:MARS, here in Las Vegas, in person. I'm John Furrier, host of theCUBE. This is the analyst panel wrap up analysis of the keynote, the show, past one and a half days. We got two great guests here. We got Andy Thurai, Vice President, Principal Consultant, Constellation Research. Larry Carvalho, Principal Consultant at RobustCloud LLC. Congratulations going out on your own. >> Thank you. >> Andy, great to see you. >> Great to see you as well. >> Guys, thanks for coming out. So this is the session where we break down and analyze, you guys are analysts, industry analysts, you go to all the shows, we see each other. You guys are analyzing the landscape. What does this show mean to you guys? 'Cause this is not obvious to the normal tech follower. The insiders see the confluence of robotics, space, automation and machine learning. Obviously, it's IoTs, industrials, it's a bunch of things. But there's some dots to connect. Let's start with you, Larry. What do you see here happening at this show? >> So you got to see how Amazon started, right? When AWS started. When AWS started, it primarily took the compute storage, networking of Amazon.com and put it as a cloud service, as a service, and started selling the heck out of it. This is a stage later now that Amazon.com has done a lot of physical activity, and using AIML and the robotics, et cetera, it's now the second phase of innovation, which is beyond digital transformation of back office processes, to the transformation of physical processes where people are now actually delivering remotely and it's an amazing area. >> So back office's IT data center kind of vibe. >> Yeah. >> You're saying front end, industrial life. >> Yes. >> Life as we know it. >> Right, right. I mean, I just stopped at a booth here and they have something that helps anybody who's stuck in the house who cannot move around. But with Alexa, order some water to bring them wherever they are in the house where they're stuck in their bed. But look at the innovation that's going on there right at the edge. So I think those are... >> John: And you got the Lunar, got the sex appeal of the space, Lunar Outpost interview, >> Yes. >> those guys. They got Rover on Mars. They're going to have be colonizing the moon. >> Yes. >> I made a joke, I'm like, "Well, I left a part back on earth, I'll be right back." (Larry and Andy laugh) >> You can't drive back to the office. So a lot of challenges. Andy, what's your take of the show? Take us your analysis. What's the vibe, what's your analysis so far? >> It's a great show. So, as Larry was saying, one of the thing was that when Amazon started, right? So they were more about cloud computing. So, which means is they try to commoditize more of data center components or compute components. So that was working really well for what I call it as a compute economy, right? >> John: Mm hmm. >> And I call the newer economy as more of a AIML-based data economy. So when you move from a compute economy into a data economy, there are things that come into the forefront that never existed before, never popular before. Things like your AIML model creation, model training, model movement, model influencing, all of the above, right? And then of course the robotics has come long way since then. And then some of what they do at the store, or the charging, the whole nine yards. So, the whole concept of all of these components, when you put them on re:Invent, such a big show, it was getting lost. So that's why they don't have it for a couple of years. They had it one year. And now all of a sudden they woke up and say, "You know what? We got to do this!" >> John: Yeah. >> To bring out this critical components that we have, that's ripe, mature for the world to next component. So that's why- I think they're pretty good stuff. And some of the robotics things I saw in there, like one of them I posted on my Twitter, it's about the robot dog, sniffing out the robot rover, which I thought was pretty hilarious. (All laugh) >> Yeah, this is the thing. You're seeing like the pandemic put everything on hold on the last re:Mars, and then the whole world was upside down. But a lot of stuff pulled forward. You saw the call center stuff booming. You saw the Zoomification of our workplace. And I think a lot of people got to the realization that this hybrid, steady-state's here. And so, okay. That settles that. But the digital transformation of actually physical work? >> Andy: Yeah. >> Location, the walk in and out store right over here we've seen that's the ghost store in Seattle. We've all been there. In fact, I was kind of challenged, try to steal something. I'm like, okay- (Larry laughs) I'm pulling all my best New Jersey moves on everyone. You know? >> Andy: You'll get charged for it. >> I couldn't get away with it. Two double packs, drop it, it's smart as hell. Can't beat the system. But, you bring that to where the AI machine learning, and the robotics meet, robots. I mean, we had robots here on theCUBE. So, I think this robotics piece is a huge IoT, 'cause we've been covering industrial IoT for how many years, guys? And you could know what's going on there. Huge cyber threats. >> Mm hmm. >> Huge challenges, old antiquated OT technology. So I see a confluence in the collision between that OT getting decimated, to your point. And so, do you guys see that? I mean, am I just kind of seeing mirage? >> I don't see it'll get decimated, it'll get replaced with a newer- >> John: Dave would call me out on that. (Larry laughs) >> Decimated- >> Microsoft's going to get killed. >> I think it's going to have to be reworked. And just right now, you want do anything in a shop floor, you have to have a physical wire connected to it. Now you think about 5G coming in, and without a wire, you get minute details, you get low latency, high bandwidth. And the possibilities are endless at the edge. And I think with AWS, they got Outposts, they got Snowcone. >> John: There's a threat to them at the edge. Outpost is not doing well. You talk to anyone out there, it's like, you can't find success stories. >> Larry: Yeah. >> I'm going to get hammered by Amazon people, "Oh, what're you're saying that?" You know, EKS for example, with serverless is kicking ass too. So, I mean I'm not saying Outpost was wrong answer, it was a right at the time, what, four years ago that came out? >> Yeah. >> Okay, so, but that doesn't mean it's just theirs. You got Dell Technologies want some edge action. >> Yeah. >> So does HPE. >> Yes. >> So you got a competitive edge situation. >> I agree with that and I think that's definitely not Amazon's strong point, but like everything, they try to make it easy to use. >> John: Yeah. >> You know, you look at the AIML and they got Canvas. So Canvas says, hey, anybody can do AIML. If they can do that for the physical robotic processes, or even like with Outpost and Snowcone, that'll be good. I don't think they're there yet, and they don't have the presence in the market, >> John: Yeah. >> like HPE and, >> John: Well, let me ask you guys this question, because I think this brings up the next point. Will the best technology win or will the best solution win? Because if cloud's a platform and all software's open source, which you can make those assumptions, you then say, hey, they got this killer robotics thing going on with Artemis and Moonshot, they're trying to colonize the moon, but oh, they discovered a killer way to solve a big problem. Does something fall out of this kind of re:Mars environment, that cracks the code and radically changes and disrupts the IoT game? That's my open question. I don't know the answer. I'd love to get your take on what might be possible, what wild card's out there around, disrupting the edge. >> So one thing I see the way, so when IoT came into the world of play, it's when you're digitizing the physical world, it's IoT that does digitalization part of that actually, right? >> But then it has its own set of problems. >> John: Yeah. >> You're talking about you installing sensor everywhere, right? And not only installing your own sensor, but also you're installing competitor sensors. So in a given square feet how many sensors can you accommodate? So there are physical limitations on liabilities of bandwidth and networking all of that. >> John: And integration. >> As well. >> John: Your point. >> Right? So when that became an issue, this is where I was talking to the robotic guys here, a couple of companies, and one of the use cases they were talking about, which I thought was pretty cool, is, rather than going the sensor route, you go the robot route. So if you have either a factor that you want to map out, you put as many sensors on your robot, whatever that is, and then you make it go around, map the whole thing, and then you also do a surveillance in the whole nine yards. So, you can either have a fixed sensors or you can have moving sensors. So you can have three or four robots. So initially, when I was asking them about the price of it, when they were saying about a hundred thousand dollars, I was like, "Who would buy that?" (John and Larry laugh) >> When they then explained that, this is the use case, oh, that makes sense, because if you had to install, entire factory floor sensors, you're talking about millions of dollars. >> John: Yeah. >> But if you do the moveable sensors in this way, it's a lot cheaper. >> John: Yeah, yeah. >> So it's based on your use case, what are your use cases? What are you trying to achieve? >> The general purpose is over. >> Yeah. >> Which you're getting at, and that the enablement, this is again, this is the cloud scale open question- >> Yep. >> it's, okay, the differentiations isn't going to be open source software. That's open. >> It's going to be in the, how you configure it. >> Yes. >> What workflows you might have, the data streams. >> I think, John, you're bringing up a very good point about general purpose versus special purpose. Yesterday Zoox was on the stage and when they talked about their vehicle, it's made just for self-driving. You walk around in Vegas, over here, you see a bunch of old fashioned cars, whether they're Ford or GM- >> and they put all these devices around it, but you're still driving the same car. >> John: Yeah, exactly. >> You can retrofit those, but I don't think that kind of IoT is going to work. But if you redo the whole thing, we are going to see a significant change in how IoT delivers value all the way from the industrial to home, to healthcare, mining, agriculture, it's going to have to redo. I'll go back to the OT question. There are some OT guys, I know Rockwell and Siemens, some of them are innovating faster. The ones who innovate faster to keep up with the IT side, as well as the MLAI model are going to be the winners on that one. >> John: Yeah, I agree. Andy, your thoughts on manufacturing, you brought up the sensor thing. Robotics ultimately is, end of the day, an opportunity there. Obviously machine learning, we know what that does. As we move into these more autonomous builds, what does that look like? And is Amazon positioned well there? Obviously they have big manufacturers. Some are saying that they might want to get out of that business too, that Jassy's evaluating that some are saying. So, where does this all lead for that robotics manufacturing lifestyle, walk in, grab my food? 'Cause it's all robotics and AI at the end of the day, I got sensors, I got cameras, I got non-humans moving heavy lifting stuff, fixing the moon will be done by robots, not humans. So it's all coming. What's your analysis? >> Well, so, the point about robotics is on how far it has come, it is unbelievable, right? Couple of examples. One was that I was just talking to somebody, was explaining to them, to see that robot dog over there at the Boston Dynamics one- >> John: Yeah. >> climbing up and down the stairs. >> Larry: Yeah. >> That's more like the dinosaur movie opening the doors scene. (John and Larry laugh) It's like that for me, because the coordinated things, it is able to go walk up and down, that's unbelievable. But okay, it does that, and then there was also another video which is going on viral on the internet. This guy kicks the dog, robot dog, and then it falls down and it gets back up, and the sentiment that people were feeling for the dog, (Larry laughs) >> you can't, it's a robot, but people, it just comes at that level- >> John: Empathy, for a non-human. >> Yeah. >> But you see him, hey you, get off my lawn, you know? It's like, where are we? >> It has come to that level that people are able to kind of not look at that as a robot, but as more like a functioning, almost like a pet-level, human-level being. >> John: Yeah. >> And you saw that the human-like walking robot there as well. But to an extent, in my view, they are all still in an experimentation, innovation phase. It doesn't made it in the industrial terms yet. >> John: Yeah, not yet, it's coming. >> But, the problem- >> John: It's coming fast. That's what I'm trying to figure out is where you guys see Amazon and the industry relative to what from the fantasy coming reality- >> Right. >> of space in Mars, which is, it's intoxicating, let's face it. People love this. The nerds are all here. The geeks are all here. It's a celebration. James Hamilton's here- >> Yep. >> trying to get him on theCUBE. And he's here as a civilian. Jeff Barr, same thing. I'm here, not for Amazon, I bought a ticket. No, you didn't buy a ticket. (Larry laughs) >> I'm going to check on that. But, he's geeking out. >> Yeah. >> They're there because they want to be here. >> Yeah. >> Not because they have to work here. >> Well, I mean, the thing is, the innovation velocity has increased, because, in the past, remember, the smaller companies couldn't innovate because they don't have the platform. Now Compute is a platform available at the scale you want, AI is available at the scale. Every one of them is available at the scale you want. So if you have an idea, it's easy to innovate. The innovation velocity is high. But where I see most of the companies failing, whether startup or big company, is that you don't find the appropriate use case to solve, and then don't sell it to the right people to buy that. So if you don't find the right use case or don't sell the right value proposition to the actual buyer, >> John: Mm hmm. >> then why are you here? What are you doing? (John laughs) I mean, you're not just an invention, >> John: Eh, yeah. >> like a telephone kind of thing. >> Now, let's get into next talk track. I want to get your thoughts on the experience here at re:Mars. Obviously AWS and the Amazon people kind of combined effort between their teams. The event team does a great job. I thought the event, personally, was first class. The coffee didn't come in late today, I was complaining about that, (Larry laughs) >> people complaining out there, at CUBE reviews. But world class, high bar on the quality of the event. But you guys were involved in the analyst program. You've been through the walkthrough, some of the briefings. I couldn't do that 'cause I'm doing theCUBE interviews. What would you guys learn? What were some of the key walkaways, impressions? Amazon's putting all new teams together, seems on the analyst relations. >> Larry: Yeah. >> They got their mojo booming. They got three shows now, re:Mars, re:inforce, re:invent. >> Andy: Yeah. >> Which will be at theCUBE at all three. Now we got that coverage going, what's it like? What was the experience like? Did you feel it was good? Where do they need to improve? How would you grade the Amazon team? >> I think they did a great job over here in just bringing all the physical elements of the show. Even on the stage, where they had robots in there. It made it real and it's not just fake stuff. And every, or most of the booths out there are actually having- >> John: High quality demos. >> high quality demos. (John laughs) >> John: Not vaporware. >> Yeah, exactly. Not vaporware. >> John: I won't say the name of the company. (all laugh) >> And even the sessions were very good. They went through details. One thing that stood out, which is good, and I cover Low Code/No Code, and Low Code/No Code goes across everything. You know, you got DevOps No Low-Code Low-Code. You got AI Low Code/No Code. You got application development Low Code/No Code. What they have done with AI with Low Code/No Code is very powerful with Canvas. And I think that has really grown the adoption of AI. Because you don't have to go and train people what to do. And then, people are just saying, Hey, let me kick the tires, let me use it. Let me try it. >> John: It's going to be very interesting to see how Amazon, on that point, handles this, AWS handles this data tsunami. It's cause of Snowflake. Snowflake especially running the table >> Larry: Yeah. >> on the old Hadoop world. I think Dave had a great analysis with other colleagues last week at Snowflake Summit. But still, just scratching the surface. >> Larry: Yeah. >> The question is, how shared that ecosystem, how will that morph? 'Cause right now you've got Data Bricks, you've got Snowflake and a handful of others. Teradata's got some new chops going on there and a bunch of other folks. Some are going to win and lose in this downturn, but still, the scale that's needed is massive. >> So you got data growing so much, you were talking earlier about the growth of data and they were talking about the growth. That is a big pie and the pie can be shared by a lot of folks. I don't think- >> John: And snowflake pays AWS, remember that? >> Right, I get it. (John laughs) >> I get it. But they got very unique capabilities, just like Netflix has very unique capabilities. >> John: Yeah. >> They also pay AWS. >> John: Yeah. >> Right? But they're competing on prime. So I really think the cooperation is going to be there. >> John: Yeah. >> The pie is so big >> John: Yeah. >> that there's not going to be losers, but everybody could be winners. >> John: I'd be interested to follow up with you guys after next time we have an event together, we'll get you back on and figure out how do you measure this transitions? You went to IDC, so they had all kinds of ways to measure shipments. >> Larry: Yep. >> Even Gartner had fumbled for years, the Magic Quadrant on IaaS and PaaS when they had the market share. (Larry laughs) And then they finally bundled PaaS and IaaS together after years of my suggesting, thank you very much Gartner. (Larry laughs) But that just performs as the landscape changes so does the scoreboard. >> Yep. >> Right so, how do you measure who's winning and who's losing? How can we be critical of Amazon so they can get better? I mean, Andy Jassy always said to me, and Adam Salassi same way, we want to hear how bad we're doing so we can get better. >> Yeah. >> So they're open-minded to feedback. I mean, not (beep) posting on them, but they're open to critical feedback. What do you guys, what feedback would you give Amazon? Are they winning? I see them number one clearly over Azure, by miles. And even though Azure's kicking ass and taking names, getting back in the game, Microsoft's still behind, by a long ways, in some areas. >> Andy: Yes. In some ways. >> So, the scoreboard's changing. What's your thoughts on that? >> So, look, I mean, at the end of the day, when it comes to compute, right, Amazon is a clear winner. I mean, there are others who are catching up to it, but still, they are the established leader. And it comes with its own advantages because when you're trying to do innovation, when you're trying to do anything else, whether it's a data collection, we were talking about the data sensors, the amount of data they are collecting, whether it's the store, that self-serving store or other innovation projects, what they have going on. The storage compute and process of that requires a ton of compute. And they have that advantage with them. And, as I mentioned in my last article, one of my articles, when it comes to AIML and data programs, there is a rich and there is a poor. And the rich always gets richer because they, they have one leg up already. >> John: Yeah. >> I mean the amount of model training they have done, the billion or trillion dollar trillion parametrization, fine tuning of the model training and everything. They could do it faster. >> John: Yeah. >> Which means they have a leg up to begin with. So unless you are given an opportunity as a smaller, mid-size company to compete at them at the same level, you're going to start at the negative level to begin with. You have a lot of catch up to do. So, the other thing about Amazon is that they, when it comes to a lot of areas, they admit that they have to improve in certain areas and they're open and willing and listen to the people. >> Where are you, let's get critical. Let's do some critical analysis. Where does Amazon Websters need to get better? In your opinion, what criticism would you, in a constructive way, share? >> I think on the open source side, they need to be more proactive in, they are already, but they got to get even better than what they are. They got to engage with the community. They got to be able to talk on the open source side, hey, what are we doing? Maybe on the hardware side, can they do some open-sourcing of that? They got graviton. They got a lot of stuff. Will they be able to share the wealth with other folks, other than just being on an Amazon site, on the edge with their partners. >> John: Got it. >> If they can now take that, like you said, compute with what they have with a very end-to-end solution, the full stack. And if they can extend it, that's going to be really beneficial for them. >> Awesome. Andy, final word here. >> So one area where I think they could improve, which would be a game changer would be, right now, if you look at all of their solutions, if you look at the way they suggest implementation, the innovations, everything that comes out, comes out across very techy-oriented. The persona is very techy-oriented. Very rarely their solutions are built to the business audience or to the decision makers. So if I'm, say, an analyst, if I want to build, a business analyst rather, if I want to build a model, and then I want to deploy that or do some sort of application, mobile application, or what have you, it's a little bit hard. It's more techy-oriented. >> John: Yeah, yeah. >> So, if they could appeal or build a higher level abstraction of how to build and deploy applications for business users, or even build something industry specific, that's where a lot of the legacy companies succeeded. >> John: Yeah. >> Go after manufacturing specific or education. >> Well, we coined the term 'Supercloud' last re:Invent, and that's what we see. And Jerry Chen at Greylock calls it Castles in the Cloud, you can create these moats >> Yep. >> on top of the CapEx >> Yep. >> of Amazon. >> Exactly. >> And ride their back. >> Yep. >> And the difference in what you're paying and what you're charging, if you're good, like a Snowflake or a Mongo. I mean, Mongo's, they're just as big as Snow, if not bigger on Amazon than Snowflake is. 'Cause they use a lot of compute. No one turns off their database. (John laughs) >> Snowflake a little bit different, a little nuanced point, but, this is the new thing. You see Goldman Sachs, you got Capital One. They're building their own kind of, I call them sub clouds, but Dave Vellante says it's a Supercloud. And that essentially is the model. And then once you have a Supercloud, you say, great, I'm going to make sure it works on Azure and Google. >> Andy: Yep. >> And Alibaba if I have to. So, we're kind of seeing a playbook. >> Andy: Mm hmm. >> But you can't get it wrong 'cause it scales. >> Larry: Yeah, yeah. >> You can't scale the wrong answer. >> Andy: Yeah. >> So that seems to be what I'm watching is, who gets it right? Product market fit. Then if they roll it out to the cloud, then it becomes a Supercloud, and that's pure product market fit. So I think that's something that I've seen some people trying to figure out. And then, are you a supplier to the Superclouds? Like a Dell? Or you become an enabler? >> Andy: Yeah. >> You know, what's Dell Technologies do? >> Larry: Yeah. >> I mean, how do the box movers compete? >> Larry: I, the whole thing is now hybrid and you're going to have to see just, you said. (Larry laughs) >> John: Hybrid's a steady-state. I don't need to. >> Andy: I mean, >> By the way we're (indistinct), we can't get the chips, cause Broadcom and Apple bought 'em all. (Larry laughs) I mean there's a huge chip problem going on. >> Yes. I agree. >> Right now. >> I agree. >> I mean all these problems when you attract to a much higher level, a lot of those problems go away because you don't care about what they're using underlying as long as you deliver my solution. >> Larry: Yes. >> Yeah, it could be significantly, a little bit faster than what it used to be. But at the end of the day, are you solving my specific use case? >> John: Yeah. >> Then I'm willing to wait a little bit longer. >> John: Yeah. Time's on our side and now they're getting the right answers. Larry, Andy, thanks for coming on. This great analyst session turned into more of a podcast vibe, but you know what? (Larry laughs) To chill here at re:Mars, thanks for coming on, and we unpacked a lot. Thanks for sharing. >> Both: Thank you. >> Appreciate it. We'll get you back on. We'll get you in the rotation. We'll take it virtual. Do a panel. Do a panel, do some panels around this. >> Larry: Absolutely. >> Andy: Oh this not virtual, this physical. >> No we're live right now! (all laugh) We get back to Palo Alto. You guys are influencers. Thanks for coming on. You guys are moving the market, congratulations. Take a minute, quick minute each to plug any work you're doing for the people watching. Larry, what are you working on? Andy? You go after Larry, what you're working on. >> Yeah. So since I started my company, RobustCloud, since I left IDC about a year ago, I'm focused on edge computing, cloud-native technologies, and Low Code/No Code. And basically I help companies put their business value together. >> All right, Andy, what are you working on? >> I do a lot of work on the AIML areas. Particularly, last few of my reports are in the AI Ops incident management and ML Ops areas of how to generally improve your operations. >> John: Got it, yeah. >> In other words, how do you use the AIML to improve your IT operations? How do you use IT Ops to improve your AIML efficiency? So those are the- >> John: The real hardcore business transformation. >> Yep. >> All right. Guys, thanks so much for coming on the analyst session. We do keynote review, breaking down re:Mars after day two. We got a full day tomorrow. I'm John Furrier with theCUBE. See you next time. (pleasant music)

Published Date : Jun 24 2022

SUMMARY :

This is the analyst panel wrap What does this show mean to you guys? and started selling the heck out of it. data center kind of vibe. You're saying front But look at the innovation be colonizing the moon. (Larry and Andy laugh) What's the vibe, what's one of the thing was that And I call the newer economy as more And some of the robotics You saw the call center stuff booming. Location, the walk in and and the robotics meet, robots. So I see a confluence in the collision John: Dave would call me out on that. And the possibilities You talk to anyone out there, it's like, I'm going to get hammered You got Dell Technologies So you got a I agree with that You know, you look at the I don't know the answer. But then it has its how many sensors can you accommodate? and one of the use cases if you had to install, But if you do the it's, okay, the differentiations It's going to be in have, the data streams. you see a bunch of old fashioned cars, and they put all from the industrial to AI at the end of the day, Well, so, the point about robotics is and the sentiment that people that people are able to And you saw that the and the industry relative to of space in Mars, which is, No, you didn't buy a ticket. I'm going to check on that. they want to be here. at the scale you want. Obviously AWS and the Amazon on the quality of the event. They got their mojo booming. Where do they need to improve? And every, or most of the booths out there (John laughs) Yeah, exactly. the name of the company. And even the sessions were very good. John: It's going to be very But still, just scratching the surface. but still, the scale That is a big pie and the (John laughs) But they got very unique capabilities, cooperation is going to be there. that there's not going to be losers, John: I'd be interested to follow up as the landscape changes I mean, Andy Jassy always said to me, getting back in the game, So, the scoreboard's changing. the amount of data they are collecting, I mean the amount of model So, the other thing about need to get better? on the edge with their partners. end-to-end solution, the full stack. Andy, final word here. if you look at the way they of how to build and deploy Go after manufacturing calls it Castles in the Cloud, And the difference And that essentially is the model. And Alibaba if I have to. But you can't get it So that seems to be to see just, you said. John: Hybrid's a steady-state. By the way we're (indistinct), problems when you attract But at the end of the day, Then I'm willing to vibe, but you know what? We'll get you in the rotation. Andy: Oh this not You guys are moving the and Low Code/No Code. the AI Ops incident John: The real hardcore coming on the analyst session.

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Justin Cyrus, Lunar Outpost & Forrest Meyen, Lunar Outpost | Amazon re:MARS 2022


 

>>Okay, welcome back everyone. This is the Cube's coverage here in Las Vegas. Back at events re Mars, Amazon re Mars. I'm your host, John fur with the cube. Mars stands for machine learning, automation, robotics, and space. It's great event brings together a lot of the industrial space machine learning and all the new changes in scaling up from going on the moon to, you know, doing great machine learning. And we've got two great guests here with kinda called lunar outpost, Justin Sears, CEO, Lauren, man. He's the co-founder and chief strategy officer lunar outpost. They're right next to us, watching their booth. Love the name, gentlemen. Welcome to the cube. >>Yeah. Thanks for having us, John. >>All right. So lunar outpost, I get the clues here. Tell us what you guys do. Start with that. >>Absolutely. So lunar outpost, we're a company based outta Colorado that has two missions headed to the moon over the course of the next 24 months. We're currently operating on Mars, which forest will tell you a little bit more about here in a second. And we're really pushing out towards expanding the infrastructure on the lunar surface. And then we're gonna utilize that to provide sustainable access to other planetary bodies. >>All right, far as teeing it up for you. Go, how cool is this? We don't, we wanna use every minute. What's the lunar surface look like? What's the infrastructure roads. You gonna pave it down. You what's going on. Well, >>Where we're going. No one has ever been. So, um, our first mission is going to Shackleton connecting Ridge on the south pole, the moon, and that's ripe to add infrastructure such as landing pads and other things. But our first Rover will be primarily driving across the surface, uh, exploring, uh, what the material looks like, prospecting for resources and testing new technologies. >>And you have a lot of technology involved. You're getting data in, you're just doing surveillance. What's the tech involved there. >>Yeah. So the primary technology that we're demonstrating is a 4g network for NOK. Um, we're providing them mobility services, which is basically like the old Verizon commercial. Can you hear me now? Uh, where the Rover drives farther and farther away from the Lander to test their signal strength, and then we're gonna have some other payloads ride sharing along with us for the ride >>Reminds me the old days of wifi. We used to call it war drive and you go around and try to find someone's wifi hotspot <laugh> inside the thing, but no, this is kind of cool. It brings up the whole thing. Now on lunar outpost, how big is the company? What's how what's to some of the stats heres some of the stats. >>Absolutely. So lunar outpost, 58 people, uh, growing quite quickly on track to double. So any of you watching, you want a job, please apply <laugh>. But with lunar outpost, uh, very similar to how launch companies provide people access to different parts of space. Lunar outpost provides people access to different spots on planetary bodies, whether it's the moon, Mars or beyond. So that's really where we're starting. >>So it's kinda like a managed service for all kinds of space utilities. If you kind of think about it, you're gonna provide services. Yeah, >>Absolutely. Yeah. It, it's definitely starting there and, and we're pushing towards building that infrastructure and that long term vision of utilizing space resources. But I can talk about that a little bit more here in a sec. >>Let's get into that. Let's talk about Mars first. You guys said what's going on with >>Mars. Absolutely. >>Yeah. So right now, uh, lunar outpost is part of the science team for, uh, Moxi, which is an instrument on the perseverance Rover. Yeah. Moxi is the first demonstration of space resource utilization on another planet. And what space resource utilization is basically taking resources on another planet, turning them into something useful. What Moxi does is it takes the CO2 from the atmosphere of Mars and atmosphere of Mars is mostly CO2 and it uses a process called solid oxide electrolysis to basically strip oxygen off of that CO2 to produce oh two and carbon monoxide. >>So it's what you need to self sustain on the surface. >>Exactly. It's not just sustaining, um, the astronauts, but also for producing oxygen for propellant. So it'll actually produce, um, it's a, it's a technology that'll produce a propellant for return rockets, um, to come back for Mars. So >>This is the real wildcard and all this, this, this exploration is how fast can the discoveries invent the new science to provide the life and the habitat on the surface. And that seems to be the real focus in the, in the conversations I heard on the keynote as well, get the infrastructure up so you can kinda land and, and we'll pull back and forth. Um, where are we on progress? You guys have the peg from one zero to 10, 10 being we're going, my grandmother's going, everyone's going to zero. Nothing's moving. >>We're making pretty rapid >>Progress. A three six, >>You know, I'll, I'll put it on an eight, John an >>Eight, I'll put it on >>Eight. This is why the mission force was just talking about that's launching within the next 12 months. This is no longer 10 years out. This is no longer 20 years away, 12 months. And then we have mission two shortly after, and that's just the beginning. We have over a dozen Landers that are headed to line surface this decade alone and heavy lift Landers and launchers, uh, start going to the moon and coming back by 2025. >>So, and you guys are from Colorado. You mentioned before you came on camera, right with the swap offices. So you got some space in Colorado, then the rovers to move around. You get, you get weird looks when people drive by and see the space gear. >>Oh yeah, definitely. So we have, um, you know, we have our facility in golden and our Nevada Colorado, and we'll take the vehicles out for strolls and you'll see construction workers, building stuff, and looking over and saying, what's >>Good place to work too. So you're, you're hiring great. You're doubling on the business model side. I can see a lot of demand. It's cheaper to launch stuff now in space. Is there becoming any rules of engagement relative to space? I don't wanna say verified, but like, you know, yet somehow get to the point where, I mean, I could launch a satellite, I could launch something for a couple hundred grand that might interfere with something legitimate. Do you see that on the radar because you guys are having ease of use so smaller, faster, cheaper to get out there. Now you gotta refine the infrastructure, get the services going. Is there threats from just random launches? >>It's a, it's a really interesting question. I mean, current state of the art people who have put rovers on other planetary bodies, you're talking like $3 billion, uh, for the March perseverance Rover. So historically there hasn't been that threat, but when you start talking about lowering the cost and the access to some of these different locations, I do think we'll get to the point where there might be folks that interfere with large scale operations. And that's something that's not very well defined in international law and something you won't really probably get any of the major space powers to agree to. So it's gonna be up to commercial companies to operate responsibly so we can make that space sustainable. And if there is a bad actor, I think it they'll weed themselves out over time. >>Yeah. It's gonna be of self govern, I think in the short term. Good point. Yeah. What about the technology? Where are we in the technology? What are some of the big, uh, challenges that we're overcoming now and what's that next 20 M stare in terms of the next milestone? Yeah, a tech perspective. >>Yeah. So the big technology technological hurdle that has been identified by many is the ability to survive the LUN night. Um, it gets exceptionally cold, uh, when the sun on the moon and that happens every 14 days for another, for, you know, for 14 days. So these long, cold lunar nights, uh, can destroy circuit boards and batteries and different components. So lunar outpost has invested in developing thermal technologies to overcome this, um, both in our offices, in the United States, but we also have opened a new office in, uh, Luxembourg in Europe. That's focusing specifically on thermal technologies to survive the lunar night, not just for rovers, but all sorts of space assets. >>Yeah. Huge. That's a hardware, you know, five, nine kind of like meantime between failure conversation, right. >><laugh> and it's, it gets fun, right? Because you talk five nines and it's such like, uh, you know, ingrained part of the aerospace community. But what we're pitching is we can send a dozen rovers for the cost of one of these historical rovers. So even if 25% of 'em fail, you still have eight rovers for the cost of one of the old rovers. And that's just the, economy's a scale. >>I saw James Hamilton here walking around. He's one of the legendary Amazonians who built out the data center. You might come by the cube. That's just like what they did with servers. Hey, if one breaks throw it away. Yeah. Why buy the big mainframe? Yeah. That's the new model. All right. So now about, uh, space space, that's a not space space, but like room to move around when you start getting some of these habitats going, um, how does space factor into the size of the location? Um, cuz you got the, to live there, solve some of the thermal problems. How do I live on space? I gotta have, you know, how many people gonna be there? What's your forecast? You think from a mission standpoint where there'll be dozens of people or is it still gonna be small teams? >>Yeah. >>Uh, what's that look like? >>I mean you >>Can guess it's okay. >>I mean, my vision's thousands of people. Yep. Uh, living and working in space because it's gonna be, especially the moon I think is a destination that's gonna grow, uh, for tourism. There's an insane drive from people to go visit a new destination. And the moon is one of the most unique experiences you could imagine. Yep. Um, in the near term for Artis, we're gonna start by supporting the Artis astronauts, which are gonna be small crews of astronauts. Um, you know, two to six in the near term. >>And to answer your question, uh, you know, in a different way, the habitat that we're actually gonna build, it's gonna take dozens of these robotic systems to build and maintain over time. And when we're actually talking, timelines, force talks, thousands of people living and working in space, I think that's gonna happen within the next 10 to 15 years. The first few folks are gonna be on the moon by 2025. And we're pushing towards having dozens of people living and working in space and by 2030. >>Yeah. I think it's an awesome goal. And I think it's doable question I'll have for you is the role of software in all this. I had a conversation with, uh, space nerd and we were talking and, and I said open sources everywhere now in the software. Yeah. How do you repair in space? Does you know, you don't want to have a firmware be down. So send down backhoe back to the United States. The us, wait a minute, it's the planet. I gotta go back to earth. Yeah. To get apart. So how does break fix work in space? How, how do you guys see that problem? >>So this one's actually quite fun. I mean, currently we don't have astronauts that can pick up a or change a tire. Uh, so you have to make robots that are really reliable, right. That can continuously operate for years at a time. But when you're talking about long-term repairs, there's some really cool ideas and concepts about standardization of some of these parts, you know, just like Lu knots on your car, right? Yeah. If everyone has the same Lu knots on their wheel, great. Now I can go change it out. I can switch off different parts that are available on the line surface. So I think we're moving towards, uh, that in the long >>Term you guys got a great company. Love the mission. Final question for both of you is I noticed that there's a huge community development around Mars, living on Mars, living on the moon. I mean, there's not a chat group that clubhouse app used, used to be around just kind of dying. But now it's when the Twitter spaces Reddit, you name it, there's a fanatical fan base that loves to talk about an engineer and kind of a collective intelligence, not, may not be official engineering, but they just love to talk about it. So there's a huge fan base for space. How does someone get involved if they really want to dive in and then how do you nurture that audience? How does that, is it developing? What's your take on this whole movement? It's it's beyond just being interested. It's it's become, I won't say cult-like but it's been, there's very, a lot of people in young people interested in space. >>Yeah. >>Yeah. There's, there's a whole, lots of places to get involved. There's, you know, societies, right? Like the Mar society there's technical committees, um, there's, you know, even potentially learning about these, you know, taking a space, resources master program and getting into the field and, and joining the company. So, um, we really, uh, thrive on that energy from the community and it really helps press us forward. And we hope to, uh, have a way to take everyone with us on the mission. And so stay tuned, follow our website. We'll be announcing some of that stuff soon. >>Awesome. And just one last, uh, quick pitch for you, John, I'll leave you with one thought. There are two things that space has an infinite amount of the first is power and the second is resources. And if we can find a way to access either of those, we can fundamentally change the way humanity operates. Yeah. So when you're talking about living on Mars long term, we're gonna need to access the resource from Mars. And then long term, once we get the transportation infrastructure in place, we can start bringing those resources back here to earth. So of course there are gonna be those people that sign up for that first mission out to Mars with SpaceX. But, uh, we'd love for folks to join on with us at lunar outpost and be a part of that kind of next leap accessing those resources. >>I love the mission, as always said, once in the cube, everything in star Trek will be invented someday. <laugh>, we're almost there except for the, the, uh, the transporter room. We don't have that done yet, but almost soon be there. All right. Well, thanks for coming. I, I really appreciate Justin for us for sharing. Great story. Final minute. Give a plug for the company. What are you guys looking for? You said hiring. Yep. Anything else you'd like to share? Put a plug in for lunar outpost. >>Absolutely. So we're hiring across the board, aerospace engineering, robotics engineering, sales marketing. Doesn't really matter. Uh, we're doubling as a company currently around 58 people, as we said, and we're looking for the top people that want to make an impact in aerospace. This is truly a unique moment. First time we've ever had continuous reliable operations. First time NASA is pushing really hard on the public private partnerships for commercial companies like ours to go out and create this sustainable presence on the moon. So whether you wanna work with us, our partner with us, we'd be excited to talk to you and, uh, yeah. Please contact us at info. Lunar outpost.com. >>We'll certainly follow up. Thanks for coming. I love the mission we're behind you and everyone else is too. You can see the energy it's gonna happen. It's the cube coverage from re Mars new actions happening in space on the ground, in the, on the moon you name it's happening right here in Vegas. I'm John furrier. Thanks for watching.

Published Date : Jun 23 2022

SUMMARY :

all the new changes in scaling up from going on the moon to, you know, So lunar outpost, I get the clues here. the infrastructure on the lunar surface. What's the infrastructure roads. driving across the surface, uh, exploring, uh, And you have a lot of technology involved. Can you hear me now? how big is the company? So any of you watching, you want a job, please apply <laugh>. If you kind of think about it, But I can talk about that a little bit more here in a sec. You guys said what's going on with What Moxi does is it takes the CO2 from the atmosphere of Mars and atmosphere So it'll actually the new science to provide the life and the habitat on the surface. and that's just the beginning. So you got some space in Colorado, So we have, um, you know, we have our facility in golden and I don't wanna say verified, but like, you know, So historically there hasn't been that threat, but when you start talking about lowering the cost and the access to What are some of the big, uh, challenges that we're overcoming now and what's that next 20 the moon and that happens every 14 days for another, for, you know, right. for the cost of one of these historical rovers. So now about, uh, space space, that's a not space space, but like room to move around when you moon is one of the most unique experiences you could imagine. the moon by 2025. And I think it's doable question I'll have for you is the role of software I can switch off different parts that are available on the line surface. a huge community development around Mars, living on Mars, living on the moon. Like the Mar society there's technical committees, um, So of course there are gonna be those people that sign up for that first mission out to Mars with SpaceX. I love the mission, as always said, once in the cube, everything in star Trek will be invented someday. So whether you wanna work with us, I love the mission we're behind you and everyone else is too.

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Power Panel: Does Hardware Still Matter


 

(upbeat music) >> The ascendancy of cloud and SAS has shown new light on how organizations think about, pay for, and value hardware. Once sought after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays, and maximizing server utilization has been superseded by demand for cloud architects, DevOps pros, developers with expertise in microservices, container, application development, and like. Even a company like Dell, the largest hardware company in enterprise tech touts that it has more software engineers than those working in hardware. Begs the question, is hardware going the way of Coball? Well, not likely. Software has to run on something, but the labor needed to deploy, and troubleshoot, and manage hardware infrastructure is shifting. At the same time, we've seen the value flow also shifting in hardware. Once a world dominated by X86 processors value is flowing to alternatives like Nvidia and arm based designs. Moreover, other componentry like NICs, accelerators, and storage controllers are becoming more advanced, integrated, and increasingly important. The question is, does it matter? And if so, why does it matter and to whom? What does it mean to customers, workloads, OEMs, and the broader society? Hello and welcome to this week's Wikibon theCUBE Insights powered by ETR. In this breaking analysis, we've organized a special power panel of industry analysts and experts to address the question, does hardware still matter? Allow me to introduce the panel. Bob O'Donnell is president and chief analyst at TECHnalysis Research. Zeus Kerravala is the founder and principal analyst at ZK Research. David Nicholson is a CTO and tech expert. Keith Townson is CEO and founder of CTO Advisor. And Marc Staimer is the chief dragon slayer at Dragon Slayer Consulting and oftentimes a Wikibon contributor. Guys, welcome to theCUBE. Thanks so much for spending some time here. >> Good to be here. >> Thanks. >> Thanks for having us. >> Okay before we get into it, I just want to bring up some data from ETR. This is a survey that ETR does every quarter. It's a survey of about 1200 to 1500 CIOs and IT buyers and I'm showing a subset of the taxonomy here. This XY axis and the vertical axis is something called net score. That's a measure of spending momentum. It's essentially the percentage of customers that are spending more on a particular area than those spending less. You subtract the lesses from the mores and you get a net score. Anything the horizontal axis is pervasion in the data set. Sometimes they call it market share. It's not like IDC market share. It's just the percentage of activity in the data set as a percentage of the total. That red 40% line, anything over that is considered highly elevated. And for the past, I don't know, eight to 12 quarters, the big four have been AI and machine learning, containers, RPA and cloud and cloud of course is very impressive because not only is it elevated in the vertical access, but you know it's very highly pervasive on the horizontal. So what I've done is highlighted in red that historical hardware sector. The server, the storage, the networking, and even PCs despite the work from home are depressed in relative terms. And of course, data center collocation services. Okay so you're seeing obviously hardware is not... People don't have the spending momentum today that they used to. They've got other priorities, et cetera, but I want to start and go kind of around the horn with each of you, what is the number one trend that each of you sees in hardware and why does it matter? Bob O'Donnell, can you please start us off? >> Sure Dave, so look, I mean, hardware is incredibly important and one comment first I'll make on that slide is let's not forget that hardware, even though it may not be growing, the amount of money spent on hardware continues to be very, very high. It's just a little bit more stable. It's not as subject to big jumps as we see certainly in other software areas. But look, the important thing that's happening in hardware is the diversification of the types of chip architectures we're seeing and how and where they're being deployed, right? You refer to this in your opening. We've moved from a world of x86 CPUs from Intel and AMD to things like obviously GPUs, DPUs. We've got VPU for, you know, computer vision processing. We've got AI-dedicated accelerators, we've got all kinds of other network acceleration tools and AI-powered tools. There's an incredible diversification of these chip architectures and that's been happening for a while but now we're seeing them more widely deployed and it's being done that way because workloads are evolving. The kinds of workloads that we're seeing in some of these software areas require different types of compute engines than traditionally we've had. The other thing is (coughs), excuse me, the power requirements based on where geographically that compute happens is also evolving. This whole notion of the edge, which I'm sure we'll get into a little bit more detail later is driven by the fact that where the compute actually sits closer to in theory the edge and where edge devices are, depending on your definition, changes the power requirements. It changes the kind of connectivity that connects the applications to those edge devices and those applications. So all of those things are being impacted by this growing diversity in chip architectures. And that's a very long-term trend that I think we're going to continue to see play out through this decade and well into the 2030s as well. >> Excellent, great, great points. Thank you, Bob. Zeus up next, please. >> Yeah, and I think the other thing when you look at this chart to remember too is, you know, through the pandemic and the work from home period a lot of companies did put their office modernization projects on hold and you heard that echoed, you know, from really all the network manufacturers anyways. They always had projects underway to upgrade networks. They put 'em on hold. Now that people are starting to come back to the office, they're looking at that now. So we might see some change there, but Bob's right. The size of those market are quite a bit different. I think the other big trend here is the hardware companies, at least in the areas that I look at networking are understanding now that it's a combination of hardware and software and silicon that works together that creates that optimum type of performance and experience, right? So some things are best done in silicon. Some like data forwarding and things like that. Historically when you look at the way network devices were built, you did everything in hardware. You configured in hardware, they did all the data for you, and did all the management. And that's been decoupled now. So more and more of the control element has been placed in software. A lot of the high-performance things, encryption, and as I mentioned, data forwarding, packet analysis, stuff like that is still done in hardware, but not everything is done in hardware. And so it's a combination of the two. I think, for the people that work with the equipment as well, there's been more shift to understanding how to work with software. And this is a mistake I think the industry made for a while is we had everybody convinced they had to become a programmer. It's really more a software power user. Can you pull things out of software? Can you through API calls and things like that. But I think the big frame here is, David, it's a combination of hardware, software working together that really make a difference. And you know how much you invest in hardware versus software kind of depends on the performance requirements you have. And I'll talk about that later but that's really the big shift that's happened here. It's the vendors that figured out how to optimize performance by leveraging the best of all of those. >> Excellent. You guys both brought up some really good themes that we can tap into Dave Nicholson, please. >> Yeah, so just kind of picking up where Bob started off. Not only are we seeing the rise of a variety of CPU designs, but I think increasingly the connectivity that's involved from a hardware perspective, from a kind of a server or service design perspective has become increasingly important. I think we'll get a chance to look at this in more depth a little bit later but when you look at what happens on the motherboard, you know we're not in so much a CPU-centric world anymore. Various application environments have various demands and you can meet them by using a variety of components. And it's extremely significant when you start looking down at the component level. It's really important that you optimize around those components. So I guess my summary would be, I think we are moving out of the CPU-centric hardware model into more of a connectivity-centric model. We can talk more about that later. >> Yeah, great. And thank you, David, and Keith Townsend I really interested in your perspectives on this. I mean, for years you worked in a data center surrounded by hardware. Now that we have the software defined data center, please chime in here. >> Well, you know, I'm going to dig deeper into that software-defined data center nature of what's happening with hardware. Hardware is meeting software infrastructure as code is a thing. What does that code look like? We're still trying to figure out but servicing up these capabilities that the previous analysts have brought up, how do I ensure that I can get the level of services needed for the applications that I need? Whether they're legacy, traditional data center, workloads, AI ML, workloads, workloads at the edge. How do I codify that and consume that as a service? And hardware vendors are figuring this out. HPE, the big push into GreenLake as a service. Dale now with Apex taking what we need, these bare bone components, moving it forward with DDR five, six CXL, et cetera, and surfacing that as cold or as services. This is a very tough problem. As we transition from consuming a hardware-based configuration to this infrastructure as cold paradigm shift. >> Yeah, programmable infrastructure, really attacking that sort of labor discussion that we were having earlier, okay. Last but not least Marc Staimer, please. >> Thanks, Dave. My peers raised really good points. I agree with most of them, but I'm going to disagree with the title of this session, which is, does hardware matter? It absolutely matters. You can't run software on the air. You can't run it in an ephemeral cloud, although there's the technical cloud and that's a different issue. The cloud is kind of changed everything. And from a market perspective in the 40 plus years I've been in this business, I've seen this perception that hardware has to go down in price every year. And part of that was driven by Moore's law. And we're coming to, let's say a lag or an end, depending on who you talk to Moore's law. So we're not doubling our transistors every 18 to 24 months in a chip and as a result of that, there's been a higher emphasis on software. From a market perception, there's no penalty. They don't put the same pressure on software from the market to reduce the cost every year that they do on hardware, which kind of bass ackwards when you think about it. Hardware costs are fixed. Software costs tend to be very low. It's kind of a weird thing that we do in the market. And what's changing is we're now starting to treat hardware like software from an OPEX versus CapEx perspective. So yes, hardware matters. And we'll talk about that more in length. >> You know, I want to follow up on that. And I wonder if you guys have a thought on this, Bob O'Donnell, you and I have talked about this a little bit. Marc, you just pointed out that Moore's laws could have waning. Pat Gelsinger recently at their investor meeting said that he promised that Moore's law is alive and well. And the point I made in breaking analysis was okay, great. You know, Pat said, doubling transistors every 18 to 24 months, let's say that Intel can do that. Even though we know it's waning somewhat. Look at the M1 Ultra from Apple (chuckles). In about 15 months increased transistor density on their package by 6X. So to your earlier point, Bob, we have this sort of these alternative processors that are really changing things. And to Dave Nicholson's point, there's a whole lot of supporting components as well. Do you have a comment on that, Bob? >> Yeah, I mean, it's a great point, Dave. And one thing to bear in mind as well, not only are we seeing a diversity of these different chip architectures and different types of components as a number of us have raised the other big point and I think it was Keith that mentioned it. CXL and interconnect on the chip itself is dramatically changing it. And a lot of the more interesting advances that are going to continue to drive Moore's law forward in terms of the way we think about performance, if perhaps not number of transistors per se, is the interconnects that become available. You're seeing the development of chiplets or tiles, people use different names, but the idea is you can have different components being put together eventually in sort of a Lego block style. And what that's also going to allow, not only is that going to give interesting performance possibilities 'cause of the faster interconnect. So you can share, have shared memory between things which for big workloads like AI, huge data sets can make a huge difference in terms of how you talk to memory over a network connection, for example, but not only that you're going to see more diversity in the types of solutions that can be built. So we're going to see even more choices in hardware from a silicon perspective because you'll be able to piece together different elements. And oh, by the way, the other benefit of that is we've reached a point in chip architectures where not everything benefits from being smaller. We've been so focused and so obsessed when it comes to Moore's law, to the size of each individual transistor and yes, for certain architecture types, CPUs and GPUs in particular, that's absolutely true, but we've already hit the point where things like RF for 5g and wifi and other wireless technologies and a whole bunch of other things actually don't get any better with a smaller transistor size. They actually get worse. So the beauty of these chiplet architectures is you could actually combine different chip manufacturing sizes. You know you hear about four nanometer and five nanometer along with 14 nanometer on a single chip, each one optimized for its specific application yet together, they can give you the best of all worlds. And so we're just at the very beginning of that era, which I think is going to drive a ton of innovation. Again, gets back to my comment about different types of devices located geographically different places at the edge, in the data center, you know, in a private cloud versus a public cloud. All of those things are going to be impacted and there'll be a lot more options because of this silicon diversity and this interconnect diversity that we're just starting to see. >> Yeah, David. David Nicholson's got a graphic on that. They're going to show later. Before we do that, I want to introduce some data. I actually want to ask Keith to comment on this before we, you know, go on. This next slide is some data from ETR that shows the percent of customers that cited difficulty procuring hardware. And you can see the red is they had significant issues and it's most pronounced in laptops and networking hardware on the far right-hand side, but virtually all categories, firewalls, peripheral servers, storage are having moderately difficult procurement issues. That's the sort of pinkish or significant challenges. So Keith, I mean, what are you seeing with your customers in the hardware supply chains and bottlenecks? And you know we're seeing it with automobiles and appliances but so it goes beyond IT. The semiconductor, you know, challenges. What's been the impact on the buyer community and society and do you have any sense as to when it will subside? >> You know, I was just asked this question yesterday and I'm feeling the pain. People question, kind of a side project within the CTO advisor, we built a hybrid infrastructure, traditional IT data center that we're walking with the traditional customer and modernizing that data center. So it was, you know, kind of a snapshot of time in 2016, 2017, 10 gigabit, ARISTA switches, some older Dell's 730 XD switches, you know, speeds and feeds. And we said we would modern that with the latest Intel stack and connected to the public cloud and then the pandemic hit and we are experiencing a lot of the same challenges. I thought we'd easily migrate from 10 gig networking to 25 gig networking path that customers are going on. The 10 gig network switches that I bought used are now double the price because you can't get legacy 10 gig network switches because all of the manufacturers are focusing on the more profitable 25 gig for capacity, even the 25 gig switches. And we're focused on networking right now. It's hard to procure. We're talking about nine to 12 months or more lead time. So we're seeing customers adjust by adopting cloud. But if you remember early on in the pandemic, Microsoft Azure kind of gated customers that didn't have a capacity agreement. So customers are keeping an eye on that. There's a desire to abstract away from the underlying vendor to be able to control or provision your IT services in a way that we do with VMware VP or some other virtualization technology where it doesn't matter who can get me the hardware, they can just get me the hardware because it's critically impacting projects and timelines. >> So that's a great setup Zeus for you with Keith mentioned the earlier the software-defined data center with software-defined networking and cloud. Do you see a day where networking hardware is monetized and it's all about the software, or are we there already? >> No, we're not there already. And I don't see that really happening any time in the near future. I do think it's changed though. And just to be clear, I mean, when you look at that data, this is saying customers have had problems procuring the equipment, right? And there's not a network vendor out there. I've talked to Norman Rice at Extreme, and I've talked to the folks at Cisco and ARISTA about this. They all said they could have had blowout quarters had they had the inventory to ship. So it's not like customers aren't buying this anymore. Right? I do think though, when it comes to networking network has certainly changed some because there's a lot more controls as I mentioned before that you can do in software. And I think the customers need to start thinking about the types of hardware they buy and you know, where they're going to use it and, you know, what its purpose is. Because I've talked to customers that have tried to run software and commodity hardware and where the performance requirements are very high and it's bogged down, right? It just doesn't have the horsepower to run it. And, you know, even when you do that, you have to start thinking of the components you use. The NICs you buy. And I've talked to customers that have simply just gone through the process replacing a NIC card and a commodity box and had some performance problems and, you know, things like that. So if agility is more important than performance, then by all means try running software on commodity hardware. I think that works in some cases. If performance though is more important, that's when you need that kind of turnkey hardware system. And I've actually seen more and more customers reverting back to that model. In fact, when you talk to even some startups I think today about when they come to market, they're delivering things more on appliances because that's what customers want. And so there's this kind of app pivot this pendulum of agility and performance. And if performance absolutely matters, that's when you do need to buy these kind of turnkey, prebuilt hardware systems. If agility matters more, that's when you can go more to software, but the underlying hardware still does matter. So I think, you know, will we ever have a day where you can just run it on whatever hardware? Maybe but I'll long be retired by that point. So I don't care. >> Well, you bring up a good point Zeus. And I remember the early days of cloud, the narrative was, oh, the cloud vendors. They don't use EMC storage, they just run on commodity storage. And then of course, low and behold, you know, they've trot out James Hamilton to talk about all the custom hardware that they were building. And you saw Google and Microsoft follow suit. >> Well, (indistinct) been falling for this forever. Right? And I mean, all the way back to the turn of the century, we were calling for the commodity of hardware. And it's never really happened because you can still drive. As long as you can drive innovation into it, customers will always lean towards the innovation cycles 'cause they get more features faster and things. And so the vendors have done a good job of keeping that cycle up but it'll be a long time before. >> Yeah, and that's why you see companies like Pure Storage. A storage company has 69% gross margins. All right. I want to go jump ahead. We're going to bring up the slide four. I want to go back to something that Bob O'Donnell was talking about, the sort of supporting act. The diversity of silicon and we've marched to the cadence of Moore's law for decades. You know, we asked, you know, is Moore's law dead? We say it's moderating. Dave Nicholson. You want to talk about those supporting components. And you shared with us a slide that shift. You call it a shift from a processor-centric world to a connect-centric world. What do you mean by that? And let's bring up slide four and you can talk to that. >> Yeah, yeah. So first, I want to echo this sentiment that the question does hardware matter is sort of the answer is of course it matters. Maybe the real question should be, should you care about it? And the answer to that is it depends who you are. If you're an end user using an application on your mobile device, maybe you don't care how the architecture is put together. You just care that the service is delivered but as you back away from that and you get closer and closer to the source, someone needs to care about the hardware and it should matter. Why? Because essentially what hardware is doing is it's consuming electricity and dollars and the more efficiently you can configure hardware, the more bang you're going to get for your buck. So it's not only a quantitative question in terms of how much can you deliver? But it also ends up being a qualitative change as capabilities allow for things we couldn't do before, because we just didn't have the aggregate horsepower to do it. So this chart actually comes out of some performance tests that were done. So it happens to be Dell servers with Broadcom components. And the point here was to peel back, you know, peel off the top of the server and look at what's in that server, starting with, you know, the PCI interconnect. So PCIE gen three, gen four, moving forward. What are the effects on from an interconnect versus on performance application performance, translating into new orders per minute, processed per dollar, et cetera, et cetera? If you look at the advances in CPU architecture mapped against the advances in interconnect and storage subsystem performance, you can see that CPU architecture is sort of lagging behind in a way. And Bob mentioned this idea of tiling and all of the different ways to get around that. When we do performance testing, we can actually peg CPUs, just running the performance tests without any actual database environments working. So right now we're at this sort of imbalance point where you have to make sure you design things properly to get the most bang per kilowatt hour of power per dollar input. So the key thing here what this is highlighting is just as a very specific example, you take a card that's designed as a gen three PCIE device, and you plug it into a gen four slot. Now the card is the bottleneck. You plug a gen four card into a gen four slot. Now the gen four slot is the bottleneck. So we're constantly chasing these bottlenecks. Someone has to be focused on that from an architectural perspective, it's critically important. So there's no question that it matters. But of course, various people in this food chain won't care where it comes from. I guess a good analogy might be, where does our food come from? If I get a steak, it's a pink thing wrapped in plastic, right? Well, there are a lot of inputs that a lot of people have to care about to get that to me. Do I care about all of those things? No. Are they important? They're critically important. >> So, okay. So all I want to get to the, okay. So what does this all mean to customers? And so what I'm hearing from you is to balance a system it's becoming, you know, more complicated. And I kind of been waiting for this day for a long time, because as we all know the bottleneck was always the spinning disc, the last mechanical. So people who wrote software knew that when they were doing it right, the disc had to go and do stuff. And so they were doing other things in the software. And now with all these new interconnects and flash and things like you could do atomic rights. And so that opens up new software possibilities and combine that with alternative processes. But what's the so what on this to the customer and the application impact? Can anybody address that? >> Yeah, let me address that for a moment. I want to leverage some of the things that Bob said, Keith said, Zeus said, and David said, yeah. So I'm a bit of a contrarian in some of this. For example, on the chip side. As the chips get smaller, 14 nanometer, 10 nanometer, five nanometer, soon three nanometer, we talk about more cores, but the biggest problem on the chip is the interconnect from the chip 'cause the wires get smaller. People don't realize in 2004 the latency on those wires in the chips was 80 picoseconds. Today it's 1300 picoseconds. That's on the chip. This is why they're not getting faster. So we maybe getting a little bit slowing down in Moore's law. But even as we kind of conquer that you still have the interconnect problem and the interconnect problem goes beyond the chip. It goes within the system, composable architectures. It goes to the point where Keith made, ultimately you need a hybrid because what we're seeing, what I'm seeing and I'm talking to customers, the biggest issue they have is moving data. Whether it be in a chip, in a system, in a data center, between data centers, moving data is now the biggest gating item in performance. So if you want to move it from, let's say your transactional database to your machine learning, it's the bottleneck, it's moving the data. And so when you look at it from a distributed environment, now you've got to move the compute to the data. The only way to get around these bottlenecks today is to spend less time in trying to move the data and more time in taking the compute, the software, running on hardware closer to the data. Go ahead. >> So is this what you mean when Nicholson was talking about a shift from a processor centric world to a connectivity centric world? You're talking about moving the bits across all the different components, not having the processor you're saying is essentially becoming the bottleneck or the memory, I guess. >> Well, that's one of them and there's a lot of different bottlenecks, but it's the data movement itself. It's moving away from, wait, why do we need to move the data? Can we move the compute, the processing closer to the data? Because if we keep them separate and this has been a trend now where people are moving processing away from it. It's like the edge. I think it was Zeus or David. You were talking about the edge earlier. As you look at the edge, who defines the edge, right? Is the edge a closet or is it a sensor? If it's a sensor, how do you do AI at the edge? When you don't have enough power, you don't have enough computable. People were inventing chips to do that. To do all that at the edge, to do AI within the sensor, instead of moving the data to a data center or a cloud to do the processing. Because the lag in latency is always limited by speed of light. How fast can you move the electrons? And all this interconnecting, all the processing, and all the improvement we're seeing in the PCIE bus from three, to four, to five, to CXL, to a higher bandwidth on the network. And that's all great but none of that deals with the speed of light latency. And that's an-- Go ahead. >> You know Marc, no, I just want to just because what you're referring to could be looked at at a macro level, which I think is what you're describing. You can also look at it at a more micro level from a systems design perspective, right? I'm going to be the resident knuckle dragging hardware guy on the panel today. But it's exactly right. You moving compute closer to data includes concepts like peripheral cards that have built in intelligence, right? So again, in some of this testing that I'm referring to, we saw dramatic improvements when you basically took the horsepower instead of using the CPU horsepower for the like IO. Now you have essentially offload engines in the form of storage controllers, rate controllers, of course, for ethernet NICs, smart NICs. And so when you can have these sort of offload engines and we've gone through these waves over time. People think, well, wait a minute, raid controller and NVMe? You know, flash storage devices. Does that make sense? It turns out it does. Why? Because you're actually at a micro level doing exactly what you're referring to. You're bringing compute closer to the data. Now, closer to the data meaning closer to the data storage subsystem. It doesn't solve the macro issue that you're referring to but it is important. Again, going back to this idea of system design optimization, always chasing the bottleneck, plugging the holes. Someone needs to do that in this value chain in order to get the best value for every kilowatt hour of power and every dollar. >> Yeah. >> Well this whole drive performance has created some really interesting architectural designs, right? Like Nickelson, the rise of the DPU right? Brings more processing power into systems that already had a lot of processing power. There's also been some really interesting, you know, kind of innovation in the area of systems architecture too. If you look at the way Nvidia goes to market, their drive kit is a prebuilt piece of hardware, you know, optimized for self-driving cars, right? They partnered with Pure Storage and ARISTA to build that AI-ready infrastructure. I remember when I talked to Charlie Giancarlo, the CEO of Pure about when the three companies rolled that out. He said, "Look, if you're going to do AI, "you need good store. "You need fast storage, fast processor and fast network." And so for customers to be able to put that together themselves was very, very difficult. There's a lot of software that needs tuning as well. So the three companies partner together to create a fully integrated turnkey hardware system with a bunch of optimized software that runs on it. And so in that case, in some ways the hardware was leading the software innovation. And so, the variety of different architectures we have today around hardware has really exploded. And I think it, part of the what Bob brought up at the beginning about the different chip design. >> Yeah, Bob talked about that earlier. Bob, I mean, most AI today is modeling, you know, and a lot of that's done in the cloud and it looks from my standpoint anyway that the future is going to be a lot of AI inferencing at the edge. And that's a radically different architecture, Bob, isn't it? >> It is, it's a completely different architecture. And just to follow up on a couple points, excellent conversation guys. Dave talked about system architecture and really this that's what this boils down to, right? But it's looking at architecture at every level. I was talking about the individual different components the new interconnect methods. There's this new thing called UCIE universal connection. I forget what it stands answer for, but it's a mechanism for doing chiplet architectures, but then again, you have to take it up to the system level, 'cause it's all fine and good. If you have this SOC that's tuned and optimized, but it has to talk to the rest of the system. And that's where you see other issues. And you've seen things like CXL and other interconnect standards, you know, and nobody likes to talk about interconnect 'cause it's really wonky and really technical and not that sexy, but at the end of the day it's incredibly important exactly. To the other points that were being raised like mark raised, for example, about getting that compute closer to where the data is and that's where again, a diversity of chip architectures help and exactly to your last comment there Dave, putting that ability in an edge device is really at the cutting edge of what we're seeing on a semiconductor design and the ability to, for example, maybe it's an FPGA, maybe it's a dedicated AI chip. It's another kind of chip architecture that's being created to do that inferencing on the edge. Because again, it's that the cost and the challenges of moving lots of data, whether it be from say a smartphone to a cloud-based application or whether it be from a private network to a cloud or any other kinds of permutations we can think of really matters. And the other thing is we're tackling bigger problems. So architecturally, not even just architecturally within a system, but when we think about DPUs and the sort of the east west data center movement conversation that we hear Nvidia and others talk about, it's about combining multiple sets of these systems to function together more efficiently again with even bigger sets of data. So really is about tackling where the processing is needed, having the interconnect and the ability to get where the data you need to the right place at the right time. And because those needs are diversifying, we're just going to continue to see an explosion of different choices and options, which is going to make hardware even more essential I would argue than it is today. And so I think what we're going to see not only does hardware matter, it's going to matter even more in the future than it does now. >> Great, yeah. Great discussion, guys. I want to bring Keith back into the conversation here. Keith, if your main expertise in tech is provisioning LUNs, you probably you want to look for another job. So maybe clearly hardware matters, but with software defined everything, do people with hardware expertise matter outside of for instance, component manufacturers or cloud companies? I mean, VMware certainly changed the dynamic in servers. Dell just spun off its most profitable asset and VMware. So it obviously thinks hardware can stand alone. How does an enterprise architect view the shift to software defined hyperscale cloud and how do you see the shifting demand for skills in enterprise IT? >> So I love the question and I'll take a different view of it. If you're a data analyst and your primary value add is that you do ETL transformation, talk to a CDO, a chief data officer over midsize bank a little bit ago. He said 80% of his data scientists' time is done on ETL. Super not value ad. He wants his data scientists to do data science work. Chances are if your only value is that you do LUN provisioning, then you probably don't have a job now. The technologies have gotten much more intelligent. As infrastructure pros, we want to give infrastructure pros the opportunities to shine and I think the software defined nature and the automation that we're seeing vendors undertake, whether it's Dell, HP, Lenovo take your pick that Pure Storage, NetApp that are doing the automation and the ML needed so that these practitioners don't spend 80% of their time doing LUN provisioning and focusing on their true expertise, which is ensuring that data is stored. Data is retrievable, data's protected, et cetera. I think the shift is to focus on that part of the job that you're ensuring no matter where the data's at, because as my data is spread across the enterprise hybrid different types, you know, Dave, you talk about the super cloud a lot. If my data is in the super cloud, protecting that data and securing that data becomes much more complicated when than when it was me just procuring or provisioning LUNs. So when you say, where should the shift be, or look be, you know, focusing on the real value, which is making sure that customers can access data, can recover data, can get data at performance levels that they need within the price point. They need to get at those datasets and where they need it. We talked a lot about where they need out. One last point about this interconnecting. I have this vision and I think we all do of composable infrastructure. This idea that scaled out does not solve every problem. The cloud can give me infinite scale out. Sometimes I just need a single OS with 64 terabytes of RAM and 204 GPUs or GPU instances that single OS does not exist today. And the opportunity is to create composable infrastructure so that we solve a lot of these problems that just simply don't scale out. >> You know, wow. So many interesting points there. I had just interviewed Zhamak Dehghani, who's the founder of Data Mesh last week. And she made a really interesting point. She said, "Think about, we have separate stacks. "We have an application stack and we have "a data pipeline stack and the transaction systems, "the transaction database, we extract data from that," to your point, "We ETL it in, you know, it takes forever. "And then we have this separate sort of data stack." If we're going to inject more intelligence and data and AI into applications, those two stacks, her contention is they have to come together. And when you think about, you know, super cloud bringing compute to data, that was what Haduck was supposed to be. It ended up all sort of going into a central location, but it's almost a rhetorical question. I mean, it seems that that necessitates new thinking around hardware architectures as it kind of everything's the edge. And the other point is to your point, Keith, it's really hard to secure that. So when you can think about offloads, right, you've heard the stats, you know, Nvidia talks about it. Broadcom talks about it that, you know, that 30%, 25 to 30% of the CPU cycles are wasted on doing things like storage offloads, or networking or security. It seems like maybe Zeus you have a comment on this. It seems like new architectures need to come other to support, you know, all of that stuff that Keith and I just dispute. >> Yeah, and by the way, I do want to Keith, the question you just asked. Keith, it's the point I made at the beginning too about engineers do need to be more software-centric, right? They do need to have better software skills. In fact, I remember talking to Cisco about this last year when they surveyed their engineer base, only about a third of 'em had ever made an API call, which you know that that kind of shows this big skillset change, you know, that has to come. But on the point of architectures, I think the big change here is edge because it brings in distributed compute models. Historically, when you think about compute, even with multi-cloud, we never really had multi-cloud. We'd use multiple centralized clouds, but compute was always centralized, right? It was in a branch office, in a data center, in a cloud. With edge what we creates is the rise of distributed computing where we'll have an application that actually accesses different resources and at different edge locations. And I think Marc, you were talking about this, like the edge could be in your IoT device. It could be your campus edge. It could be cellular edge, it could be your car, right? And so we need to start thinkin' about how our applications interact with all those different parts of that edge ecosystem, you know, to create a single experience. The consumer apps, a lot of consumer apps largely works that way. If you think of like app like Uber, right? It pulls in information from all kinds of different edge application, edge services. And, you know, it creates pretty cool experience. We're just starting to get to that point in the business world now. There's a lot of security implications and things like that, but I do think it drives more architectural decisions to be made about how I deploy what data where and where I do my processing, where I do my AI and things like that. It actually makes the world more complicated. In some ways we can do so much more with it, but I think it does drive us more towards turnkey systems, at least initially in order to, you know, ensure performance and security. >> Right. Marc, I wanted to go to you. You had indicated to me that you wanted to chat about this a little bit. You've written quite a bit about the integration of hardware and software. You know, we've watched Oracle's move from, you know, buying Sun and then basically using that in a highly differentiated approach. Engineered systems. What's your take on all that? I know you also have some thoughts on the shift from CapEx to OPEX chime in on that. >> Sure. When you look at it, there are advantages to having one vendor who has the software and hardware. They can synergistically make them work together that you can't do in a commodity basis. If you own the software and somebody else has the hardware, I'll give you an example would be Oracle. As you talked about with their exit data platform, they literally are leveraging microcode in the Intel chips. And now in AMD chips and all the way down to Optane, they make basically AMD database servers work with Optane memory PMM in their storage systems, not MVME, SSD PMM. I'm talking about the cards itself. So there are advantages you can take advantage of if you own the stack, as you were putting out earlier, Dave, of both the software and the hardware. Okay, that's great. But on the other side of that, that tends to give you better performance, but it tends to cost a little more. On the commodity side it costs less but you get less performance. What Zeus had said earlier, it depends where you're running your application. How much performance do you need? What kind of performance do you need? One of the things about moving to the edge and I'll get to the OPEX CapEx in a second. One of the issues about moving to the edge is what kind of processing do you need? If you're running in a CCTV camera on top of a traffic light, how much power do you have? How much cooling do you have that you can run this? And more importantly, do you have to take the data you're getting and move it somewhere else and get processed and the information is sent back? I mean, there are companies out there like Brain Chip that have developed AI chips that can run on the sensor without a CPU. Without any additional memory. So, I mean, there's innovation going on to deal with this question of data movement. There's companies out there like Tachyon that are combining GPUs, CPUs, and DPUs in a single chip. Think of it as super composable architecture. They're looking at being able to do more in less. On the OPEX and CapEx issue. >> Hold that thought, hold that thought on the OPEX CapEx, 'cause we're running out of time and maybe you can wrap on that. I just wanted to pick up on something you said about the integrated hardware software. I mean, other than the fact that, you know, Michael Dell unlocked whatever $40 billion for himself and Silverlake, I was always a fan of a spin in with VMware basically become the Oracle of hardware. Now I know it would've been a nightmare for the ecosystem and culturally, they probably would've had a VMware brain drain, but what does anybody have any thoughts on that as a sort of a thought exercise? I was always a fan of that on paper. >> I got to eat a little crow. I did not like the Dale VMware acquisition for the industry in general. And I think it hurt the industry in general, HPE, Cisco walked away a little bit from that VMware relationship. But when I talked to customers, they loved it. You know, I got to be honest. They absolutely loved the integration. The VxRail, VxRack solution exploded. Nutanix became kind of a afterthought when it came to competing. So that spin in, when we talk about the ability to innovate and the ability to create solutions that you just simply can't create because you don't have the full stack. Dell was well positioned to do that with a potential span in of VMware. >> Yeah, we're going to be-- Go ahead please. >> Yeah, in fact, I think you're right, Keith, it was terrible for the industry. Great for Dell. And I remember talking to Chad Sakac when he was running, you know, VCE, which became Rack and Rail, their ability to stay in lockstep with what VMware was doing. What was the number one workload running on hyperconverged forever? It was VMware. So their ability to remain in lockstep with VMware gave them a huge competitive advantage. And Dell came out of nowhere in, you know, the hyper-converged market and just started taking share because of that relationship. So, you know, this sort I guess it's, you know, from a Dell perspective I thought it gave them a pretty big advantage that they didn't really exploit across their other properties, right? Networking and service and things like they could have given the dominance that VMware had. From an industry perspective though, I do think it's better to have them be coupled. So. >> I agree. I mean, they could. I think they could have dominated in super cloud and maybe they would become the next Oracle where everybody hates 'em, but they kick ass. But guys. We got to wrap up here. And so what I'm going to ask you is I'm going to go and reverse the order this time, you know, big takeaways from this conversation today, which guys by the way, I can't thank you enough phenomenal insights, but big takeaways, any final thoughts, any research that you're working on that you want highlight or you know, what you look for in the future? Try to keep it brief. We'll go in reverse order. Maybe Marc, you could start us off please. >> Sure, on the research front, I'm working on a total cost of ownership of an integrated database analytics machine learning versus separate services. On the other aspect that I would wanted to chat about real quickly, OPEX versus CapEx, the cloud changed the market perception of hardware in the sense that you can use hardware or buy hardware like you do software. As you use it, pay for what you use in arrears. The good thing about that is you're only paying for what you use, period. You're not for what you don't use. I mean, it's compute time, everything else. The bad side about that is you have no predictability in your bill. It's elastic, but every user I've talked to says every month it's different. And from a budgeting perspective, it's very hard to set up your budget year to year and it's causing a lot of nightmares. So it's just something to be aware of. From a CapEx perspective, you have no more CapEx if you're using that kind of base system but you lose a certain amount of control as well. So ultimately that's some of the issues. But my biggest point, my biggest takeaway from this is the biggest issue right now that everybody I talk to in some shape or form it comes down to data movement whether it be ETLs that you talked about Keith or other aspects moving it between hybrid locations, moving it within a system, moving it within a chip. All those are key issues. >> Great, thank you. Okay, CTO advisor, give us your final thoughts. >> All right. Really, really great commentary. Again, I'm going to point back to us taking the walk that our customers are taking, which is trying to do this conversion of all primary data center to a hybrid of which I have this hard earned philosophy that enterprise IT is additive. When we add a service, we rarely subtract a service. So the landscape and service area what we support has to grow. So our research focuses on taking that walk. We are taking a monolithic application, decomposing that to containers, and putting that in a public cloud, and connecting that back private data center and telling that story and walking that walk with our customers. This has been a super enlightening panel. >> Yeah, thank you. Real, real different world coming. David Nicholson, please. >> You know, it really hearkens back to the beginning of the conversation. You talked about momentum in the direction of cloud. I'm sort of spending my time under the hood, getting grease under my fingernails, focusing on where still the lions share of spend will be in coming years, which is OnPrem. And then of course, obviously data center infrastructure for cloud but really diving under the covers and helping folks understand the ramifications of movement between generations of CPU architecture. I know we all know Sapphire Rapids pushed into the future. When's the next Intel release coming? Who knows? We think, you know, in 2023. There have been a lot of people standing by from a practitioner's standpoint asking, well, what do I do between now and then? Does it make sense to upgrade bits and pieces of hardware or go from a last generation to a current generation when we know the next generation is coming? And so I've been very, very focused on looking at how these connectivity components like rate controllers and NICs. I know it's not as sexy as talking about cloud but just how these opponents completely change the game and actually can justify movement from say a 14th-generation architecture to a 15th-generation architecture today, even though gen 16 is coming, let's say 12 months from now. So that's where I am. Keep my phone number in the Rolodex. I literally reference Rolodex intentionally because like I said, I'm in there under the hood and it's not as sexy. But yeah, so that's what I'm focused on Dave. >> Well, you know, to paraphrase it, maybe derivative paraphrase of, you know, Larry Ellison's rant on what is cloud? It's operating systems and databases, et cetera. Rate controllers and NICs live inside of clouds. All right. You know, one of the reasons I love working with you guys is 'cause have such a wide observation space and Zeus Kerravala you, of all people, you know you have your fingers in a lot of pies. So give us your final thoughts. >> Yeah, I'm not a propeller heady as my chip counterparts here. (all laugh) So, you know, I look at the world a little differently and a lot of my research I'm doing now is the impact that distributed computing has on customer employee experiences, right? You talk to every business and how the experiences they deliver to their customers is really differentiating how they go to market. And so they're looking at these different ways of feeding up data and analytics and things like that in different places. And I think this is going to have a really profound impact on enterprise IT architecture. We're putting more data, more compute in more places all the way down to like little micro edges and retailers and things like that. And so we need the variety. Historically, if you think back to when I was in IT you know, pre-Y2K, we didn't have a lot of choice in things, right? We had a server that was rack mount or standup, right? And there wasn't a whole lot of, you know, differences in choice. But today we can deploy, you know, these really high-performance compute systems on little blades inside servers or inside, you know, autonomous vehicles and things. I think the world from here gets... You know, just the choice of what we have and the way hardware and software works together is really going to, I think, change the world the way we do things. We're already seeing that, like I said, in the consumer world, right? There's so many things you can do from, you know, smart home perspective, you know, natural language processing, stuff like that. And it's starting to hit businesses now. So just wait and watch the next five years. >> Yeah, totally. The computing power at the edge is just going to be mind blowing. >> It's unbelievable what you can do at the edge. >> Yeah, yeah. Hey Z, I just want to say that we know you're not a propeller head and I for one would like to thank you for having your master's thesis hanging on the wall behind you 'cause we know that you studied basket weaving. >> I was actually a physics math major, so. >> Good man. Another math major. All right, Bob O'Donnell, you're going to bring us home. I mean, we've seen the importance of semiconductors and silicon in our everyday lives, but your last thoughts please. >> Sure and just to clarify, by the way I was a great books major and this was actually for my final paper. And so I was like philosophy and all that kind of stuff and literature but I still somehow got into tech. Look, it's been a great conversation and I want to pick up a little bit on a comment Zeus made, which is this it's the combination of the hardware and the software and coming together and the manner with which that needs to happen, I think is critically important. And the other thing is because of the diversity of the chip architectures and all those different pieces and elements, it's going to be how software tools evolve to adapt to that new world. So I look at things like what Intel's trying to do with oneAPI. You know, what Nvidia has done with CUDA. What other platform companies are trying to create tools that allow them to leverage the hardware, but also embrace the variety of hardware that is there. And so as those software development environments and software development tools evolve to take advantage of these new capabilities, that's going to open up a lot of interesting opportunities that can leverage all these new chip architectures. That can leverage all these new interconnects. That can leverage all these new system architectures and figure out ways to make that all happen, I think is going to be critically important. And then finally, I'll mention the research I'm actually currently working on is on private 5g and how companies are thinking about deploying private 5g and the potential for edge applications for that. So I'm doing a survey of several hundred us companies as we speak and really looking forward to getting that done in the next couple of weeks. >> Yeah, look forward to that. Guys, again, thank you so much. Outstanding conversation. Anybody going to be at Dell tech world in a couple of weeks? Bob's going to be there. Dave Nicholson. Well drinks on me and guys I really can't thank you enough for the insights and your participation today. Really appreciate it. Okay, and thank you for watching this special power panel episode of theCube Insights powered by ETR. Remember we publish each week on Siliconangle.com and wikibon.com. All these episodes they're available as podcasts. DM me or any of these guys. I'm at DVellante. You can email me at David.Vellante@siliconangle.com. Check out etr.ai for all the data. This is Dave Vellante. We'll see you next time. (upbeat music)

Published Date : Apr 25 2022

SUMMARY :

but the labor needed to go kind of around the horn the applications to those edge devices Zeus up next, please. on the performance requirements you have. that we can tap into It's really important that you optimize I mean, for years you worked for the applications that I need? that we were having earlier, okay. on software from the market And the point I made in breaking at the edge, in the data center, you know, and society and do you have any sense as and I'm feeling the pain. and it's all about the software, of the components you use. And I remember the early days And I mean, all the way back Yeah, and that's why you see And the answer to that is the disc had to go and do stuff. the compute to the data. So is this what you mean when Nicholson the processing closer to the data? And so when you can have kind of innovation in the area that the future is going to be the ability to get where and how do you see the shifting demand And the opportunity is to to support, you know, of that edge ecosystem, you know, that you wanted to chat One of the things about moving to the edge I mean, other than the and the ability to create solutions Yeah, we're going to be-- And I remember talking to Chad the order this time, you know, in the sense that you can use hardware us your final thoughts. So the landscape and service area Yeah, thank you. in the direction of cloud. You know, one of the reasons And I think this is going to The computing power at the edge you can do at the edge. on the wall behind you I was actually a of semiconductors and silicon and the manner with which Okay, and thank you for watching

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Day 3 Wrap with Stu Miniman | AWS re:Invent 2021


 

(upbeat music) >> We're back at AWS re:Invent 2021. It's the biggest hybrid event of the year. One of the few physical events and we're psyched to be here. My name is Dave Vellante, and I'm really pleased to bring back the host emeritus, Stu Miniman, somebody I worked with side-by-side, Stu, for 10 years in a setting much like this, many like this. So, good to have you back. >> Dave, it's great to be here with theCUBE team, family here and re:Invent, Dave. I mean, this show, I remember back, Dave, going to you after the first re:Invent we talked, we were like, "We got to be there." Dave, remember the first year we came, the second year of re:Invent, this is the 10th year now, little card tables, gaming companies, all this stuff. You had Jerry Chen on yesterday and Jerry was comparing like, this is going to be like the next Microsoft. And we bet heavy on this ecosystem. And yeah, we all think this cloud thing, it might be real. 20,000 people here, it's not the 50 or 75,000 that we had in like 2018, 2019, but this ecosystem, what's happening in the cloud, multiple versions of hybrid going on with the event and the services, but yeah, phenomenal stuff. And yeah, it's so nice to see people. >> That's for sure. It's something that we've talked about a lot over the years is, and you remember the early days of re:Invent and to this day, just very a strong developer affinity that AWS has done a tremendous job of building that up and it's their raison d'etre, it's how they approach the market. But now you've been at Red Hat for a bit, obviously as well, developer affinity, what have you learned? Specifically as it relates to the cloud, Kubernetes, hottest thing going, you don't want to do an OpenShift commercial, but it's there, you're in the middle of that mix. What have you learned generally? >> Well, Dave, to the comment that you made about developers here, it's developers and the enterprise. We used to have a joke and say, enterprise developer is an oxymoron, but that line between developers doing stuff, early as a cloud, it was stealth computing. It's they're often doing this stuff and central IT is not managing it. So how do the pieces come together? How do apps and infrastructure, how do those pieces come together? And it's something that Red Hat has been doing a long time. Think about the Linux developer. They might've not have been the app developers, the people building Linux and everything, but they had a decent close tie to it. I'm on the OpenShift team. What we do is cloud, Dave, and we've got a partnership here with Amazon. We GAed our native cloud service earlier this year. Andy Jassy helped name it. It is the beautifully named Red Hat OpenShift Service on AWS or ROSA. But we've done OpenShift on AWS for more than five years, basically since we were doing Kubernetes, it's been here because of course customers doing cloud, where are they? A lot of them are here in Amazon. So I've been loving talking to a lot of customers, understanding how enterprise adoption is increasing, how we can enable developers and help them move faster. And yeah, I mean the quick plug on OpenShift is our service. We've got an SRE team that is going to manage all of that. A friend of the program, Corey Quinn, says, "Hey, an SRE team like that, because you don't want to manage as an enterprise." You don't want to manage Kubernetes. Yeah, you need to understand some of the pieces, but what is important to your business is the applications, your data and all those things and managing the undifferentiated heavy lifting. That's one of the reasons you went to the cloud. So therefore changing your model as to how you consume services in the cloud. And what are we seeing with Amazon, Dave? They're trying to build more solutions, simplify deployments, and offer more solutions including with their ecosystem. >> So I want to ask you. You said enterprise developer is kind of an oxymoron, and I remember, years ago I used to hang around with a lot of heads of application development and insurance companies and financial services, pharmaceutical, and they didn't wear hoodies, but they didn't wear suits either. And then when I talked to guys like Jeff Clark, for instance. He talks about we're building an abstraction layer across clouds, blah, blah, blah, which by the way, I think it is the right strategy. I'm like, "Okay, I'll drink some of that Kool-Aid." And then when I come here, we talked to Adam Selipsky. John flew out and I was on the chime. He goes, "Yeah, that's not hybrid. No, this is nothing like, it's not AWS, AWS is cloud." So, square that circle for me, 'cause you're in both worlds and certainly your strategy is to connect those words. Is that cloud? >> Yeah, right. I mean, Dave, we spent years talking about like is private cloud really a cloud? And when we started coming to the show, there is only one cloud. It is the public cloud and Amazon is the paragon of, I don't know what it was. >> Dave: Fake clouds, cloud washing. >> So today, Amazon's putting lots of things into your data center and extending the cloud out to that environment. >> So that's cloud. >> That's cloud. >> What do we call that cloud? What about the reverse? >> What's happening at the edge is that cloud is that extension of what we said from Amazon. If you look at not only Outpost, but Wavelengths and Local Zones and everything else like that. >> Let's say, yes, that's cloud. The APIs, primitives, check. >> Dave, I've always thought cloud is an operating model, not a location. And the hybrid definition is not the old, I did an ebook on this, Dave earlier this year. It's not the decade old NIS definition of an application that spans because I don't get up in the morning as an enterprise and say, "Oh, let me look at the table of how much Google is charging me or Microsoft or Amazon," or wake up one morning and move from one cloud to the other. Portability, follow the sun type stuff, does it ever happen? Yes, but it is rare thing. Applications oftentimes get pulled apart. So we've seen if you talk about AI, training the cloud, then transact and do things at the edge. If I'm in an autonomous vehicle or in a geosynchronous satellite, I can't be going back to the cloud to process stuff. So I get what I need and I process there. The same thing hybrid, oftentimes I will do my transactional activity in the public cloud because I've got unlimited compute capability, but I might have my repository of data for many different reasons, governance or security, all these things in my own data center. So parts of an application might live there, but I don't just span to go between the public cloud in my data center or the edge, it's specific architectural decisions as to how we do this. And by the way the developer, they don't want to have to think about location. I mean, my background, servers, storage, virtualization, all that stuff, that was very much an infrastructure up look of things. Developers want to worry about their code and make sure that it works in production. >> Okay, let me test that. If it's in the AWS cloud and I think it's true for the other hyperscale clouds too, they don't have to think about location, but they still have to think about location on-prem, don't they? >> Well, Dave, even in a public cloud, you do need to worry about sometimes it's like, "Okay, do I split it between availability zones? How do I build that? How do I do that?" So there are things that we build on top of it. So we've seen Amazon. >> I think that's fair, data sovereignty, you have to think about okay. >> Absolutely, a lot of those things. >> Okay, but the experience in Germany is going to be the same as it is in DC, is it not? >> More or less? There are some differences we'll see off and Amazon will roll things out over time and what's available, you've got cloud. >> For sure, though that's definitely true. That's a maturity thing, right? You've talked a bit, but ultimately they all sort of catch up. I guess my question would be is the delta between, let's say, Fed adoption and East Coast, is that delta narrower, significantly narrow than what you might see on-prem? >> The services are the same, sometimes for financial or political things, there might be some slight differences, but yes, the cloud experience should be the same everywhere from Amazon. >> Is it from a standpoint of hybrid, on-prem to cloud, across cloud? >> Many of the things when they go outside of the Amazon data centers are limited or a little bit different or you might have latency considerations that you have to consider. >> Now it's a tug of war. >> So it's not totally seamless because, David Foyer would tell us there, "You're not going to fight physics." There are certain things that we need to have and we've changed the way we architect things because it's no longer the bottleneck of the local scuzzy connection that you have there, it is now (indistinct). >> But the point I'm making is that gets into a tug of war of "Our way is better than your way." And the answer is depends in terms of your workload and the use case. >> You've looked at some of these new databases that span globes and do things of the like. >> Another question, I don't know if you saw the Goldman Sachs deal this morning, Goldman Sachs is basically turning its business into a SaaS and pointing it to their hedge funds and allowing people to access their data, their tools, their software that they built for their own purposes. And now they're outselling it. Similar to what NASDAQ has done. I can't imagine doing that without containers. >> Yeah, so interesting point, I think. At least six years ago now, Amazon launched serverless and serverless was going to take over the world. I dug into the space for a couple of years. And you had the serverless with camp and you had the container camp. Last year at re:Invent, I really felt a shift from Amazon's positioning that many of the abstraction layers and the tools that help you support those environments will now span between Lambda and containers. The container world has been adding serverless functionality. So Amazon does Fargate. The open-source community uses something called Knative, and just breaking this week. Knative was a project that Google started and it looks like that is going to move over to the CNCF. So be part of the whole Kubernetes ecosystem and everything like that. Oracle, VMware, IBM, Red Hat, all heavily involved in Knative, and we're all excited to see that go into the CNCF. So the reason I say that, I've seen from Amazon, I actually, John and I, when we interviewed Andy Jassy back in 2017, I asked him a follow-up question because he said if he was to build AWS in 2017, "I would start with everything underneath it serverless." I would wonder if following up with Adam or Andy today, I'd said, "Would it be all serverless or would containers be a piece of it?" Because sometimes underneath it doesn't matter or sometimes it can be containers and serverless. It's a single unit in Amazon and when they position things, it's now that spectrum of unit, everything from the serverless through the containers, through... James Hamilton wrote a blog post today about running Xen-on-Nitro and they have a migration service for a mainframe. So what do we know? That one of the only things about IT is almost nothing ever goes away. I mean, it sounded like Amazon declared coming soon the end of life of mainframe. My friends over at IBM might not be quite ready to call that era over but we shall see. All these things take time. Everything in IT is additive. I'm happy to see. It is very much usually an end world when I look at the container and Kubernetes space. That is something that you can have a broad spectrum of applications. So some of my more monolithic applications can move over, my cool new data, AI things, I can build on it, microservices in between. And so, it's a broad platform that spans the cloud, the edge, the data center. So that cloud operating model is easier to have consistency all the places that I go. >> Mainframe is in the cloud. Well, we'll see. Big banks by the next site unseen. So I think Amazon will be able to eat away at the edges of that, but I don't think there's going to be a major migration. They claim it. Their big thing is that you can't get COBOL programmers. So I'm like, "Yeah, call DXC, you'll get plenty." Let's talk about something more interesting. (Stu laughs softly) So the last 10 years was a lot of, a lot about IT transformation and there was a lot more room to grow there. I mean, the four big hyperscalers are going to do 120 billion this year. They're growing at 35%. Maybe it's not a trillion, but there's a $500 billion market that they're going after, maybe more. It looks like there's a real move. You saw that with NASDAQ, the Goldman deal, to really drive into business, deeper business integration in addition to IT transformation. So how do you see the next decade of cloud? What should we be watching? >> So, one of the interesting trends, I mean, Dave, for years we covered big data and big data felt very horizontal in it's approach thing. Hadoop take over the world. When I look at AI solutions, when I look at the edge computing technologies that happen, they're very vertically driven. So, our early customers in edge adoption tend to be like telco with the 5G rollout manufacturing in some of their environments. AI, every single industry has a whole set of use cases that they're using that go very deep. So I think cloud computing goes from, we talked about infrastructure as a service to it needs to be more, it is solution, some of these pieces go together. When Adam got up on stage and talked about how many instance types they have on Amazon, Dave, it's got to be 2X or 4X more different instant types than if I went to go to HPE or Dell and buy a physical server for my environment. So we need to have areas and guidance and blueprints and heck, use some of that ML and AI to help drive people to the right solutions because we definitely have the paradox of choice today. So I think you will find some gravity moving towards some of these environments. Gravatar has been really interesting to watch. Obviously that Annapurna acquisition should be down as one of the biggest ones in the cloud era. >> No lack of optionality to your point. So I guess to the point of deeper business integration, that's the big question, will Amazon provide more solution abstractions? They certainly do with Connect. We didn't hear a ton of that this show. >> Interestingly. (Dave speaking indistinctly) So the article that you and John Furrier wrote after meeting with Adam, the thing that caught my eye is discussion of community and ecosystems. And one of the things coming after, some, big communities out there like, you and I lived through the VMware ecosystem in that very tight community. There are forming little areas of community here in this group, but it's not a single cloud community. There are those focus areas that they have. And I do love to see, I mean, obviously working for Red Hat, talking about the ecosystem support. I was very happy to hear Adam mention Red Hat in the keynote as one of the key hybrid partners there. So, for Amazon to get from the 60 million, the 60 billion to the trillion dollar mark down the road, it's going to take a village and we're happy to be a part of it. >> Hey, great to have you back, enjoy the rest of the show. This is, let's see, day three, we're wrapping up. We're here again tomorrow so check it out. Special thanks to obviously AWS is our anchor sponsor and of course, AMD for sponsoring the editorial segments of our event. You're watching theCUBE, the leader in tech coverage. See you tomorrow. (bright upbeat music)

Published Date : Dec 2 2021

SUMMARY :

One of the few physical events and the services, but and to this day, just very and managing the it is the right strategy. It is the public cloud and and extending the cloud the edge is that cloud Let's say, yes, that's cloud. the cloud to process stuff. If it's in the AWS cloud So there are things that you have to think about okay. and Amazon will roll things out over time be is the delta between, The services are the same, Many of the things when they go outside because it's no longer the bottleneck and the use case. that span globes and and allowing people to access that many of the abstraction So the last 10 years was a lot of, So, one of the interesting trends, So I guess to the point of the 60 billion to the trillion enjoy the rest of the show.

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Day 2 Wrap with Jerry Chen | AWS re:Invent 2021


 

(upbeat music) >> Welcome back, everyone, to theCUBE's live coverage, day one wrap-up. I'm John Furrier, with Dave Vellante. We have Jerry Chen, special guest who's been with us every year on theCUBE since inception. Certainly every AWS re:Invent, nine years straight. Jerry Chen, great to see you for our guest analyst's wrap up VC general partner, Greylock partners, good to see you. >> John, Dave, it's great to see you guys. Thanks for having me again. It wouldn't be re:Invent without the three of us sitting here and we missed last year, right, because of COVID. So we have to make up for lost time. >> John: We did a virtual one- >> Dave: we did virtual stuff= >> John: wasn't the same as in-person. >> Dave: Definitely not the same. >> Jerry: Not the same thing. So, it's good to see you guys again in person, and less than 6 feet apart. >> Cheers, yeah. >> And 7,000 people here, showing that the event's still relevant. >> Jerry: Yeah. >> Some people would kill for those numbers, it's a bad year for Amazon, down from 60,000. >> Jerry: Yeah. >> So, ecosystem's booming. Okay, let's get to it. Day one in the books, new CEO, new sheriff in town, his name's Adam Selipsky. Your take? >> Well, Adam's new, but he's old, right? Something, you know, like something new, something old, something blue, right? It's so, Adam was early Amazon, so he had that founding DNA. Left, you know, CEO of Tableau, acquired by Salesforce, came back few months ago. So I think it was a great move, because one, he's got the history and culture under Jassy, so he's definitely the Bezos Jassy tree of leadership, but yet he's been outside the bubble. Right? So he actually knows what it means to run a company not on the Amazon platform. So, I think Adam's a great choice to lead AWS for what we call it, like maybe act two, right? Act one, the first X years with Jassy, and maybe this is the second act under Adam. >> Yeah. And he's got- and he was very technical, hung around all the techies, James Hamilton, DeSantis, all the engineers, built that core primitives. Now, as they say, this cloud next gen's here, act two, it's about applications. >> Jerry: Yeah. >> Infrastructure as code is in place. Interesting area. Where's the growth come from? So, look, you know, the ecosystem has got to build these super clouds, or as you say, Castles on the Cloud, which you coined, but you brought this up years ago, that the moats and the value has to be in there somewhere. Do you want to revise that prediction now that you see what's coming from Selipsky? >> Okay, well, so let's refresh. Greylock.com/castles has worked out, like we did, but a lot of thought leadership and the two of you, have informed my thinking at Castles in the Cloud, how to compete against Amazon in the cloud. So you'd argue act one, the startup phase, the first, you know, X years at Amazon was from 2008 to, you know, 2021, the first X years, building the platform, digging the moats. Right? So what did you have? You have castle the platform business, economies of scale, which means decreasing marginal costs and natural network effects. So once the moat's in place and you had huge market share, what do you for act two, right? Now the moats are in place, you can start exploring the moats for I think, Adam talked about in your article, horizontal and verticals, right? Horizontal solutions up the stack, like Amazon Connect, CRM solutions, right? Horizontal apps, maybe the app layer, and verticals, industrials, financials, healthcare, et cetera. So, I think Jassy did a foundation of the castle and now we're seeing, you know, what Adam and his generation would do for act two. >> So he's, so there's almost like an act one A, because if you take the four hyperscalers, they're about, maybe do 120 billion this year, out of, I don't know, pick a number, it's many hundreds of billions, at least in infrastructure. >> Jerry: Correct. >> And those four hyperscalers growing at 35% collectively, right? So there's some growth there, but I feel like there's got to be deeper business integration, right? It's not just about IT transformation, it's about deeper- So that's maybe where this Connect like stuff comes, but are there enough of those? You know, I didn't, I haven't, I didn't hear a lot of that this morning. I heard a little bit, ML- >> Jerry: Sure. >> AI into Connect, but where's the next Connect, right? They've got to do dozens of those in order to go deeper. >> Either, Dave, dozens of those Connects or more of those premise, so the ML announcement was today. So you look at what Twilio did by buying Segment, right? Deconstruct a CRM to compete against Adam Selipsky's old acquire of Salesforce.com. They bought Segment, so Twilio now has communicates, like texting, messaging, email, but all the data come from Segment. >> Dave: With consumption-based pricing. >> With consumption-based pricing. So, right? So that's an example of kind of what the second act of cloud looks like. It may not look like full SaaS apps like Salesforce.com, but these primitives, both horizontally vertically, because again, what does Amazon have as an asset that other guys don't? Install based developers. Developers aren't going to necessarily build or consume SaaS apps, but they're going to consume things like these API's and primitives. And so you look around, what's cloud act two look like? It may not be VM's or containers. It may be API's like Stripe and Billing, Twilio messaging, right? Concepts like that. So, we'll see what the next act at cloud looks like. And they announced a bunch of stuff today, serverless for the data analytics, right? So serverless is this move towards not consuming raw compute and storage, but APIs. >> What about competition? Microsoft is nipping at the heels of AWS. >> Dave: John put them out of business earlier today. [John and Dave Laugh] >> No, I said, quote, I'll just- let me rephrase. I said, if Amazon goes unchecked- >> Jerry: Sure. >> They'll annihilate Microsoft's ecosystem. Because if you're an ISV, why wouldn't you want to run on the best platform? >> Jerry: Sure. >> Speeds and feeds matter when you have these shifts of software development. >> Jerry: You want them both. >> So, you know, I mean, you thought about the 80's, if you were at database, you wanted the best processor. So I think this Annapurna vertical integrated stacks are interesting because if my app runs better and I have a platform, prefabricated or purpose-built platform, to be there for me, I'm going to build a great SaaS app. If it runs faster and it cost less, I'm going to flop to Amazon. That's just, that's my prediction. >> So I think better changes, right? And so I think if you're Amazon, you say cheaper, better, faster, and they're investing in chips, proprietary silicon to run better, faster, their machine learning training chips, but if you're Azure or Google, you got to redefine what better is. And as a startup investor, we're always trying to do category definition, right? Like here's a category by spin. So now, if you're Azure or Google, there are things you can say that are better, and Google argued their chips, their TensorFlow, are better. Azure say our regions, our security, our enterprise readiness is better. And so all of a sudden, the criteria "what's better" changes. So from faster and cheaper to maybe better compliance, better visibility, better manageability, different colors, I don't know, right? You have to change the game , because if you play the same game on Amazon's turf, to your point, John, it- it's game over because they have economies of scale. But I think Azure and Google and other clouds, the superclouds, or subclouds are changing the game, what it means to compete. And so I think what's going on, just two more seconds, from decentralized cloud, being Web 3 and crypto, that's a whole 'nother can of worms, to Edge compute, what Cloudflare are doing with R2 and storage, they're trying to change the name of the game. >> Well, that's right. If you go frontal against Amazon, you're got to get decimated. You got to move the goalposts for better. And I think that's a good way to look at it, Dave. What does better mean? So that's the question that's on the table. What does that look like? And I think that's an unknown, that's coming. Okay, back to the start-ups. Category definition. That's an awesome term. That to me is a key thing. How do you look at what a category is on your sub- on your Castles of the Cloud, you brought up how many categories of- >> Jerry: 33 markets and a bunch of submarkets, yeah. >> Yeah. Explain that concept. >> So, we did Castle in the Clouds where my team looked at all the services offered at Azure, Google, and Amazon. We downloaded the services and recategorized them to like, 30 plus markets and a bunch of submarkets. Because, the reason why is apples to apples, you know, Amazon, Google, Azure all have databases, but they might call them different things. And so I think first things first is, let's give developers and customers kind of apples to apples comparisons. So I think those are known markets. The key in investing in the cloud, or investing in general, is you're either investing in budget replacement, replacing a known market, cheaper, better database, to your point, or a net new market, right? Which is always tricky. So I think the biggest threat to a lot of the startups and incumbents, the biggest threat by startups and incumbents, is either one, do something cheaper, better in a current market, or find a net new market that they haven't thought about yet. And if you can win that net new market before the rest, then that's unbelievable. We call it the, you know, the blue ocean strategy, >> Dave: Is that essentially what Snowflake has done, started with cheaper, better, and now they're building the data cloud? >> Jerry: I think there's- it's evolution, correct. So they said cheaper, better. And the Castle in the Cloud, we talked about, they actually built deep IP. So they went a known category, data warehouses, right? You had Teradata, Redshift, Snowflake cheaper, better, faster. And now let's say, okay, once you have the customers, let's change the name of the game and create a data cloud. And it's TBD whether or not Snowflake can win data cloud. Like we talked about Rockset, one of my investments that's actually move the goalpost saying, oh, data cloud is nice, but real time data is where it's at, and Snowflake and those guys can't play in real time. >> Dave: No, they're not in a position to play in real time data. >> Jerry: Right. >> Dave: I mean, that's right. >> So again, so that's an example of a startup moving the goalpost on what previously was a startup that moved the goalpost on an incumbent. >> Dave: And when you think about Edge, it's going to be real-time AI inferencing at the Edge, and you're right, Snowflake's not set up well at all for that. >> John: So competition wise, how do the people compete? Because this is what Databricks did the same exact thing. I have Ali on the record going back years, "Well, we love Amazon. We're only on Amazon." Now he's talking multicloud. >> So, you know, once you get there, you kind of change your tune cause you've got some scale, but then you got new potential entrants coming in, like Rockset. >> Jerry: Correct. >> So. >> Dave: But then, and if you add up the market caps of just those two companies, Databricks and Snowflake, it's much larger than the database market. So this, we're defining new markets now. >> Jerry: I think there's market cap, especially Snowflake that's in the public market, Databricks is still private, is optimism that there's a second or third act in the database space left to be unlocked. And you look at what's going on in that space, these real-time analytics or real-time apps, for sure there's optimism there. But, but to John's point, you're right, like you earn the right to play the next act, but it's tricky because startups disrupt incumbents and become incumbents, and they're also victims their own success, right? So you're- there's technical debt, there's also business model debt. So you're victims of your own business model, victims of your own success. And so what got you here may not get you to the next phase. And so I think for Amazon, that's a question. For Databricks and Snowflake, that's a question, is what got them here? Can they play to the next act? And look, Apple did it, multiple acts. >> John: Well, I mean, I think I- [Crosstalk] >> John: I think it's whether you take shortcuts or not, if you have debt, you make it a little bit of a shortcut bet. >> Jerry: Yeah. >> Okay. That's cool. But ultimately what you're getting at here is beachhead thinking. Get a beachhead- >> Jerry: Correct. >> Get in the market, and then sequence to a different position. Classic competitive strategy, 101. That's hard to do because you want to win the beachhead- >> I know. >> John: And take a little technical debt and business model debt, cheat a little bit, and then, is it not fortified yet? So beachhead to expansion is the question. >> Jerry: That's every board meeting, John and Dave, that we're in, right? It's called you need a narrow enough wedge to land. And it is like, I don't want the tip of the spear, I want the poison on the tip of a spear, right? [Dave and John Laugh] >> You want, especially in this cloud market, a super focused wedge to land. And the problem is, as a founder, as investor, you're always thinking about the global max, right? Like the ultimate platform winner, but you don't get the right to play the early- the late innings if you don't make it out of the early innings. And so narrow beachhead, sharp wedge, but you got to land in a space, a place of real estate with adjacent tan, adjacent markets, right? Like Uber, black cars, taxi's, food, whatever, right? Snowflake, data warehouse, data cloud. And so I think the key with all startups is you'll hit some ceiling of market size. Is there a second ramp? >> Dave: So it's- the art is when to scale and how fast to scale. >> Right. Picking when, how fast, in which- which best place, it was tough. And so, the best companies are always thinking about their second or third act while the first act's still going. >> John: Yeah. And leveraging cloud to refactor, I think that's the key to Snowflake, was they had the wedge with data warehouse, they saw the position, but refactored and in the cloud with services that they knew Teradata wouldn't use. >> Jerry: Correct. >> And they're in. From there, it's just competitive IP, crank, go to market. >> And then you have the other unnatural things. You have channel, you have installed base of customers, right? And then you start selling more stuff to the same channel, to the same customers. That's what Amazon's doing. All the incumbent's do that. Amazon's got, you know, 300 services now, launching more this week, so now they have channel distribution, right? Every credit card for all the developers, and they have installed base of customers. And so they will just launch new things and serve the customers. So the startups had to disrupt them somehow. >> Well, it's always great to chat with Jerry. Every year we discover and we riff and we identify, in real time, new stuff. We were talking about this whole vertical, horizontal scale and kind of castles early on, years ago. And now it's happened. You were right. Congratulations. That's a great thesis. There's real advantages to build on a cloud. You can get the- you can build a business there. >> Jerry: Right. >> John: That's your thesis. And by the way, these markets are changing. So if you're smart, you can actually compete. >> Jerry: I think you beat, and to Dave's earlier point, you have to adapt, right? And so what's the Darwin thing, it's not the strongest, but the most adaptable. So both- Amazon's adapt and the startups who are the most adaptable will win. >> Dave: Where are you, you guys might've talked about this, where do you stand on the cost of goods sold issue? >> Jerry: Oh, I think everything's true, right? I think you can save money at some scale to repatriate your cloud, but again, Wall Street rewards growth versus COGS, right? So I think you've got a choice between a dollar of growth versus a dollar reducing COGS, people choose growth right now. That may not always be the case, but at some point, if you're a company at some scale and the dollars of growth is slowing down, you definitely have to reduce the dollars in cost. And so you start optimizing cloud costs, and that could be going to Amazon, Azure, or Google, reducing COGS. >> Dave: Negotiate, yeah. >> John: Or, you have no visibility on new net new opportunities. So growth is about new opportunities. >> Correct. >> If you repatriating things, there's no growth. >> Jerry: It's not either, or- >> That's my opinion. >> Jerry: COGS or growth, right? But they're both valid, definitely, so you can do both. And so I don't think- it's what's your priorities, you can't do everything at once. So if I'm a founder or CEO or in this case investor, and I said, "Hey, Dave, and John, if you said I can either save you 25 basis points in gross margin, or I can increase another 10% top line this year", I'm going to say increase the top line, we'll deal with the gross margin later. Not that it's not important, but right now the early phase- >> Priorities. >> Jerry: It's growth. >> Yeah. All right, Jerry Chen, great to see you. Great to have you on, great CUBE alumni, great guest analyst. Thanks for breaking it down. CUBE coverage here in Las Vegas for re:Invent, back in person. Of course, it's a virtual event, we've got a hybrid event for Amazon, as well as theCUBE. I'm John Furrier, you're watching the leader in worldwide tech coverage. Thanks for watching. (Gentle music)

Published Date : Dec 1 2021

SUMMARY :

Jerry Chen, great to see you John, Dave, it's great to see you guys. So, it's good to see you showing that the event's still relevant. it's a bad year for Day one in the books, new so he's definitely the Bezos all the engineers, the Cloud, which you coined, the first, you know, X years at Amazon because if you take the four hyperscalers, there's got to be deeper those in order to go deeper. So you look at what Twilio And so you look around, what's Microsoft is nipping at the heels of AWS. [John and Dave Laugh] I said, if Amazon goes unchecked- run on the best platform? when you have these shifts So, you know, I mean, And so I think if you're Amazon, So that's the question Jerry: 33 markets and a apples to apples, you know, And the Castle in the Cloud, to play in real time data. of a startup moving the goalpost at the Edge, and you're right, I have Ali on the record going back years, but then you got new it's much larger than the database market. in the database space left to be unlocked. if you have debt, But ultimately what That's hard to do because you So beachhead to expansion is the question. It's called you need a And the problem is, as Dave: So it's- the art is when to scale And so, the best companies I think that's the key to Snowflake, IP, crank, go to market. So the startups had to You can get the- you can And by the way, these Jerry: I think you beat, And so you start optimizing cloud costs, John: Or, you have no visibility If you repatriating but right now the early phase- Great to have you on, great CUBE alumni,

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>>Well, welcome back to the cubes coverage of AWS reinvent 2021. We're here joined by Ian buck, general manager and vice president of accelerated computing at Nvidia I'm. John Ford, your host of the QB. And thanks for coming on. So in video, obviously, great brand congratulates on all your continued success. Everyone who has does anything in graphics knows the GPU's are hot and you guys get great brand great success in the company, but AI and machine learning was seeing the trend significantly being powered by the GPU's and other systems. So it's a key part of everything. So what's the trends that you're seeing, uh, in ML and AI, that's accelerating computing to the cloud. Yeah, >>I mean, AI is kind of drape bragging breakthroughs innovations across so many segments, so many different use cases. We see it showing up with things like credit card, fraud prevention and product and content recommendations. Really it's the new engine behind search engines is AI. Uh, people are applying AI to things like, um, meeting transcriptions, uh, virtual calls like this using AI to actually capture what was said. Um, and that gets applied in person to person interactions. We also see it in intelligence systems assistance for a contact center, automation or chat bots, uh, medical imaging, um, and intelligence stores and warehouses and everywhere. It's really, it's really amazing what AI has been demonstrated, what it can do. And, uh, it's new use cases are showing up all the time. >>Yeah. I'd love to get your thoughts on, on how the world's evolved just in the past few years, along with cloud, and certainly the pandemics proven it. You had this whole kind of full stack mindset initially, and now you're seeing more of a horizontal scale, but yet enabling this vertical specialization in applications. I mean, you mentioned some of those apps, the new enablers, this kind of the horizontal play with enablement for specialization, with data, this is a huge shift that's going on. It's been happening. What's your reaction to that? >>Yeah, it's the innovations on two fronts. There's a horizontal front, which is basically the different kinds of neural networks or AIS as well as machine learning techniques that are, um, just being invented by researchers for, uh, and the community at large, including Amazon. Um, you know, it started with these convolutional neural networks, which are great for image processing, but as it expanded more recently into, uh, recurrent neural networks, transformer models, which are great for language and language and understanding, and then the new hot topic graph neural networks, where the actual graph now is trained as a, as a neural network, you have this underpinning of great AI technologies that are being adventure around the world in videos role is try to productize that and provide a platform for people to do that innovation and then take the next step and innovate vertically. Um, take it, take it and apply it to two particular field, um, like medical, like healthcare and medical imaging applying AI, so that radiologists can have an AI assistant with them and highlight different parts of the scan. >>Then maybe troublesome worrying, or requires more investigation, um, using it for robotics, building virtual worlds, where robots can be trained in a virtual environment, their AI being constantly trained, reinforced, and learn how to do certain activities and techniques. So that the first time it's ever downloaded into a real robot, it works right out of the box, um, to do, to activate that we co we are creating different vertical solutions, vertical stacks for products that talk the languages of those businesses, of those users, uh, in medical imaging, it's processing medical data, which is obviously a very complicated large format data, often three-dimensional boxes in robotics. It's building combining both our graphics and simulation technologies, along with the, you know, the AI training capabilities and different capabilities in order to run in real time. Those are, >>Yeah. I mean, it's just so cutting edge. It's so relevant. I mean, I think one of the things you mentioned about the neural networks, specifically, the graph neural networks, I mean, we saw, I mean, just to go back to the late two thousands, you know, how unstructured data or object store created, a lot of people realize that the value out of that now you've got graph graph value, you got graph network effect, you've got all kinds of new patterns. You guys have this notion of graph neural networks. Um, that's, that's, that's out there. What is, what is a graph neural network and what does it actually mean for deep learning and an AI perspective? >>Yeah, we have a graph is exactly what it sounds like. You have points that are connected to each other, that established relationships and the example of amazon.com. You might have buyers, distributors, sellers, um, and all of them are buying or recommending or selling different products. And they're represented in a graph if I buy something from you and from you, I'm connected to those end points and likewise more deeply across a supply chain or warehouse or other buyers and sellers across the network. What's new right now is that those connections now can be treated and trained like a neural network, understanding the relationship. How strong is that connection between that buyer and seller or that distributor and supplier, and then build up a network that figure out and understand patterns across them. For example, what products I may like. Cause I have this connection in my graph, what other products may meet those requirements, or also identifying things like fraud when, when patterns and buying patterns don't match, what a graph neural networks should say would be the typical kind of graph connectivity, the different kind of weights and connections between the two captured by the frequency half I buy things or how I rate them or give them stars as she used cases, uh, this application graph neural networks, which is basically capturing the connections of all things with all people, especially in the world of e-commerce, it's very exciting to a new application, but applying AI to optimizing business, to reducing fraud and letting us, you know, get access to the products that we want, the products that they have, our recommendations be things that, that excited us and want us to buy things >>Great setup for the real conversation that's going on here at re-invent, which is new kinds of workloads are changing. The game. People are refactoring their business with not just replatform, but actually using this to identify value and see cloud scale allows you to have the compute power to, you know, look at a note on an arc and actually code that. It's all, it's all science, all computer science, all at scale. So with that, that brings up the whole AWS relationship. Can you tell us how you're working with AWS before? >>Yeah. 80 of us has been a great partner and one of the first cloud providers to ever provide GPS the cloud, uh, we most more recently we've announced two new instances, uh, the instance, which is based on the RA 10 G GPU, which has it was supports the Nvidia RTX technology or rendering technology, uh, for real-time Ray tracing and graphics and game streaming is their highest performance graphics, enhanced replicate without allows for those high performance graphics applications to be directly hosted in the cloud. And of course runs everything else as well, including our AI has access to our AI technology runs all of our AI stacks. We also announced with AWS, the G 5g instance, this is exciting because it's the first, uh, graviton or ARM-based processor connected to a GPU and successful in the cloud. Um, this makes, uh, the focus here is Android gaming and machine learning and France. And we're excited to see the advancements that Amazon is making and AWS is making with arm and the cloud. And we're glad to be part of that journey. >>Well, congratulations. I remember I was just watching my interview with James Hamilton from AWS 2013 and 2014. He was getting, he was teasing this out, that they're going to build their own, get in there and build their own connections, take that latency down and do other things. This is kind of the harvest of all that. As you start looking at these new new interfaces and the new servers, new technology that you guys are doing, you're enabling applications. What does, what do you see this enabling as this, as this new capability comes out, new speed, more, more performance, but also now it's enabling more capabilities so that new workloads can be realized. What would you say to folks who want to ask that question? >>Well, so first off I think arm is here to stay and you can see the growth and explosion of my arm, uh, led of course, by grab a tiny to be. I spend many others, uh, and by bringing all of NVIDIA's rendering graphics, machine learning and AI technologies to arm, we can help bring that innovation. That arm allows that open innovation because there's an open architecture to the entire ecosystem. Uh, we can help bring it forward, uh, to the state of the art in AI machine learning, the graphics. Um, we all have our software that we released is both supportive, both on x86 and an army equally, um, and including all of our AI stacks. So most notably for inference the deployment of AI models. We have our, the Nvidia Triton inference server. Uh, this is the, our inference serving software where after he was trained to model, he wanted to play it at scale on any CPU or GPU instance, um, for that matter. So we support both CPS and GPS with Triton. Um, it's natively integrated with SageMaker and provides the benefit of all those performance optimizations all the time. Uh, things like, uh, features like dynamic batching. It supports all the different AI frameworks from PI torch to TensorFlow, even a generalized Python code. Um, we're activating how activating the arm ecosystem as well as bringing all those AI new AI use cases and all those different performance levels, uh, with our partnership with AWS and all the different clouds. >>And you got to making it really easy for people to use, use the technology that brings up the next kind of question I want to ask you. I mean, a lot of people are really going in jumping in the big time into this. They're adopting AI. Either they're moving in from prototype to production. There's always some gaps, whether it's knowledge, skills, gaps, or whatever, but people are accelerating into the AI and leaning into it hard. What advancements have is Nvidia made to make it more accessible, um, for people to move faster through the, through the system, through the process? >>Yeah, it's one of the biggest challenges. The other promise of AI, all the publications that are coming all the way research now, how can you make it more accessible or easier to use by more people rather than just being an AI researcher, which is, uh, uh, obviously a very challenging and interesting field, but not one that's directly in the business. Nvidia is trying to write a full stack approach to AI. So as we make, uh, discover or see these AI technologies come available, we produce SDKs to help activate them or connect them with developers around the world. Uh, we have over 150 different STKs at this point, certain industries from gaming to design, to life sciences, to earth scientist. We even have stuff to help simulate quantum computing. Um, and of course all the, all the work we're doing with AI, 5g and robotics. So, uh, we actually just introduced about 65 new updates just this past month on all those SDKs. Uh, some of the newer stuff that's really exciting is the large language models. Uh, people are building some amazing AI. That's capable of understanding the Corpus of like human understanding, these language models that are trained on literally the continent of the internet to provide general purpose or open domain chatbots. So the customer is going to have a new kind of experience with a computer or the cloud. Uh, we're offering large language, uh, those large language models, as well as AI frameworks to help companies take advantage of this new kind of technology. >>You know, each and every time I do an interview with Nvidia or talk about Nvidia my kids and their friends, they first thing they said, you get me a good graphics card. Hey, I want the best thing in their rig. Obviously the gaming market's hot and known for that, but I mean, but there's a huge software team behind Nvidia. This is a well-known your CEO is always talking about on his keynotes, you're in the software business. And then you had, do have hardware. You were integrating with graviton and other things. So, but it's a software practices, software. This is all about software. Could you share kind of more about how Nvidia culture and their cloud culture and specifically around the scale? I mean, you, you hit every, every use case. So what's the software culture there at Nvidia, >>And it is actually a bigger, we have more software people than hardware people, people don't often realize this. Uh, and in fact that it's because of we create, uh, the, the, it just starts with the chip, obviously building great Silicon is necessary to provide that level of innovation, but as it expanded dramatically from then, from there, uh, not just the Silicon and the GPU, but the server designs themselves, we actually do entire server designs ourselves to help build out this infrastructure. We consume it and use it ourselves and build our own supercomputers to use AI, to improve our products. And then all that software that we build on top, we make it available. As I mentioned before, uh, as containers on our, uh, NGC container store container registry, which is accessible for me to bus, um, to connect to those vertical markets, instead of just opening up the hardware and none of the ecosystem in develop on it, they can with a low-level and programmatic stacks that we provide with Kuda. We believe that those vertical stacks are the ways we can help accelerate and advance AI. And that's why we make as well, >>Ram a little software is so much easier. I want to get that plug for, I think it's worth noting that you guys are, are heavy hardcore, especially on the AI side. And it's worth calling out, uh, getting back to the customers who are bridging that gap and getting out there, what are the metrics they should consider as they're deploying AI? What are success metrics? What does success look like? Can you share any insight into what they should be thinking about and looking at how they're doing? >>Yeah. Um, for training, it's all about time to solution. Um, it's not the hardware that that's the cost, it's the opportunity that AI can provide your business and many, and the productivity of those data scientists, which are developing, which are not easy to come by. So, uh, what we hear from customers is they need a fast time to solution to allow people to prototype very quickly, to train a model to convergence, to get into production quickly, and of course, move on to the next or continue to refine it often. So in training is time to solution for inference. It's about our, your ability to deploy at scale. Often people need to have real time requirements. They want to run in a certain amount of latency, a certain amount of time. And typically most companies don't have a single AI model. They have a collection of them. They want, they want to run for a single service or across multiple services. That's where you can aggregate some of your infrastructure leveraging the trading infant server. I mentioned before can actually run multiple models on a single GPU saving costs, optimizing for efficiency yet still meeting the requirements for latency and the real time experience so that your customers have a good, a good interaction with the AI. >>Awesome. Great. Let's get into, uh, the customer examples. You guys have obviously great customers. Can you share some of the use cases, examples with customers, notable customers? >>Yeah. I want one great part about working in videos as a technology company. You see, you get to engage with such amazing customers across many verticals. Uh, some of the ones that are pretty exciting right now, Netflix is using the G4 instances to CLA um, to do a video effects and animation content. And, you know, from anywhere in the world, in the cloud, uh, as a cloud creation content platform, uh, we work in the energy field that Siemens energy is actually using AI combined with, um, uh, simulation to do predictive maintenance on their energy plants, um, and, and, uh, doing preventing or optimizing onsite inspection activities and eliminating downtime, which is saving a lot of money for the engine industry. Uh, we have worked with Oxford university, uh, which is Oxford university actually has over two, over 20 million artifacts and specimens and collections across its gardens and museums and libraries. They're actually using convenient GPS and Amazon to do enhance image recognition, to classify all these things, which would take literally years with, um, uh, going through manually each of these artifacts using AI, we can click and quickly catalog all of them and connect them with their users. Um, great stories across graphics, about cross industries across research that, uh, it's just so exciting to see what people are doing with our technology together with, >>And thank you so much for coming on the cube. I really appreciate Greg, a lot of great content there. We probably going to go another hour, all the great stuff going on in the video, any closing remarks you want to share as we wrap this last minute up >>Now, the, um, really what Nvidia is about as accelerating cloud computing, whether it be AI, machine learning, graphics, or headphones, community simulation, and AWS was one of the first with this in the beginning, and they continue to bring out great instances to help connect, uh, the cloud and accelerated computing with all the different opportunities integrations with with SageMaker really Ks and ECS. Uh, the new instances with G five and G 5g, very excited to see all the work that we're doing together. >>Ian buck, general manager, and vice president of accelerated computing. I mean, how can you not love that title? We want more, more power, more faster, come on. More computing. No, one's going to complain with more computing know, thanks for coming on. Thank you. Appreciate it. I'm John Farrell hosted the cube. You're watching Amazon coverage reinvent 2021. Thanks for watching.

Published Date : Nov 30 2021

SUMMARY :

knows the GPU's are hot and you guys get great brand great success in the company, but AI and machine learning was seeing the AI. Uh, people are applying AI to things like, um, meeting transcriptions, I mean, you mentioned some of those apps, the new enablers, Yeah, it's the innovations on two fronts. technologies, along with the, you know, the AI training capabilities and different capabilities in I mean, I think one of the things you mentioned about the neural networks, You have points that are connected to each Great setup for the real conversation that's going on here at re-invent, which is new kinds of workloads And we're excited to see the advancements that Amazon is making and AWS is making with arm and interfaces and the new servers, new technology that you guys are doing, you're enabling applications. Well, so first off I think arm is here to stay and you can see the growth and explosion of my arm, I mean, a lot of people are really going in jumping in the big time into this. So the customer is going to have a new kind of experience with a computer And then you had, do have hardware. not just the Silicon and the GPU, but the server designs themselves, we actually do entire server I want to get that plug for, I think it's worth noting that you guys are, that that's the cost, it's the opportunity that AI can provide your business and many, Can you share some of the use cases, examples with customers, notable customers? research that, uh, it's just so exciting to see what people are doing with our technology together with, all the great stuff going on in the video, any closing remarks you want to share as we wrap this last minute up Uh, the new instances with G one's going to complain with more computing know, thanks for coming on.

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PA3 Ian Buck


 

(bright music) >> Well, welcome back to theCUBE's coverage of AWS re:Invent 2021. We're here joined by Ian Buck, general manager and vice president of Accelerated Computing at NVIDIA. I'm John Furrrier, host of theCUBE. Ian, thanks for coming on. >> Oh, thanks for having me. >> So NVIDIA, obviously, great brand. Congratulations on all your continued success. Everyone who does anything in graphics knows that GPU's are hot, and you guys have a great brand, great success in the company. But AI and machine learning, we're seeing the trend significantly being powered by the GPU's and other systems. So it's a key part of everything. So what's the trends that you're seeing in ML and AI that's accelerating computing to the cloud? >> Yeah. I mean, AI is kind of driving breakthroughs and innovations across so many segments, so many different use cases. We see it showing up with things like credit card fraud prevention, and product and content recommendations. Really, it's the new engine behind search engines, is AI. People are applying AI to things like meeting transcriptions, virtual calls like this, using AI to actually capture what was said. And that gets applied in person-to-person interactions. We also see it in intelligence assistance for contact center automation, or chat bots, medical imaging, and intelligence stores, and warehouses, and everywhere. It's really amazing what AI has been demonstrating, what it can do, and its new use cases are showing up all the time. >> You know, Ian, I'd love to get your thoughts on how the world's evolved, just in the past few years alone, with cloud. And certainly, the pandemic's proven it. You had this whole kind of fullstack mindset, initially, and now you're seeing more of a horizontal scale, but yet, enabling this vertical specialization in applications. I mean, you mentioned some of those apps. The new enablers, this kind of, the horizontal play with enablement for, you know, specialization with data, this is a huge shift that's going on. It's been happening. What's your reaction to that? >> Yeah. The innovation's on two fronts. There's a horizontal front, which is basically the different kinds of neural networks or AIs, as well as machine learning techniques, that are just being invented by researchers and the community at large, including Amazon. You know, it started with these convolutional neural networks, which are great for image processing, but has expanded more recently into recurrent neural networks, transformer models, which are great for language and language and understanding, and then the new hot topic, graph neural networks, where the actual graph now is trained as a neural network. You have this underpinning of great AI technologies that are being invented around the world. NVIDIA's role is to try to productize that and provide a platform for people to do that innovation. And then, take the next step and innovate vertically. Take it and apply it to a particular field, like medical, like healthcare and medical imaging, applying AI so that radiologists can have an AI assistant with them and highlight different parts of the scan that may be troublesome or worrying, or require some more investigation. Using it for robotics, building virtual worlds where robots can be trained in a virtual environment, their AI being constantly trained and reinforced, and learn how to do certain activities and techniques. So that the first time it's ever downloaded into a real robot, it works right out of the box. To activate that, we are creating different vertical solutions, vertical stacks, vertical products, that talk the languages of those businesses, of those users. In medical imaging, it's processing medical data, which is obviously a very complicated, large format data, often three-dimensional voxels. In robotics, it's building, combining both our graphics and simulation technologies, along with the AI training capabilities and difference capabilities, in order to run in real time. Those are just two simple- >> Yeah, no. I mean, it's just so cutting-edge, it's so relevant. I mean, I think one of the things you mentioned about the neural networks, specifically, the graph neural networks, I mean, we saw, I mean, just go back to the late 2000s, how unstructured data, or object storage created, a lot of people realized a lot of value out of that. Now you got graph value, you got network effect, you got all kinds of new patterns. You guys have this notion of graph neural networks that's out there. What is a graph neural network, and what does it actually mean from a deep learning and an AI perspective? >> Yeah. I mean, a graph is exactly what it sounds like. You have points that are connected to each other, that establish relationships. In the example of Amazon.com, you might have buyers, distributors, sellers, and all of them are buying, or recommending, or selling different products. And they're represented in a graph. If I buy something from you and from you, I'm connected to those endpoints, and likewise, more deeply across a supply chain, or warehouse, or other buyers and sellers across the network. What's new right now is, that those connections now can be treated and trained like a neural network, understanding the relationship, how strong is that connection between that buyer and seller, or the distributor and supplier, and then build up a network to figure out and understand patterns across them. For example, what products I may like, 'cause I have this connection in my graph, what other products may meet those requirements? Or, also, identifying things like fraud, When patterns and buying patterns don't match what a graph neural networks should say would be the typical kind of graph connectivity, the different kind of weights and connections between the two, captured by the frequency of how often I buy things, or how I rate them or give them stars, or other such use cases. This application, graph neural networks, which is basically capturing the connections of all things with all people, especially in the world of e-commerce, is very exciting to a new application of applying AI to optimizing business, to reducing fraud, and letting us, you know, get access to the products that we want. They have our recommendations be things that excite us and want us to buy things, and buy more. >> That's a great setup for the real conversation that's going on here at re:Invent, which is new kinds of workloads are changing the game, people are refactoring their business with, not just re-platforming, but actually using this to identify value. And also, your cloud scale allows you to have the compute power to, you know, look at a note in an arc and actually code that. It's all science, it's all computer science, all at scale. So with that, that brings up the whole AWS relationship. Can you tell us how you're working with AWS, specifically? >> Yeah, AWS have been a great partner, and one of the first cloud providers to ever provide GPUs to the cloud. More recently, we've announced two new instances, the G5 instance, which is based on our A10G GPU, which supports the NVIDIA RTX technology, our rendering technology, for real-time ray tracing in graphics and game streaming. This is our highest performance graphics enhanced application, allows for those high-performance graphics applications to be directly hosted in the cloud. And, of course, runs everything else as well. It has access to our AI technology and runs all of our AI stacks. We also announced, with AWS, the G5 G instance. This is exciting because it's the first Graviton or Arm-based processor connected to a GPU and successful in the cloud. The focus here is Android gaming and machine learning inference. And we're excited to see the advancements that Amazon is making and AWS is making, with Arm in the cloud. And we're glad to be part of that journey. >> Well, congratulations. I remember, I was just watching my interview with James Hamilton from AWS 2013 and 2014. He was teasing this out, that they're going to build their own, get in there, and build their own connections to take that latency down and do other things. This is kind of the harvest of all that. As you start looking at these new interfaces, and the new servers, new technology that you guys are doing, you're enabling applications. What do you see this enabling? As this new capability comes out, new speed, more performance, but also, now it's enabling more capabilities so that new workloads can be realized. What would you say to folks who want to ask that question? >> Well, so first off, I think Arm is here to stay. We can see the growth and explosion of Arm, led of course, by Graviton and AWS, but many others. And by bringing all of NVIDIA's rendering graphics, machine learning and AI technologies to Arm, we can help bring that innovation that Arm allows, that open innovation, because there's an open architecture, to the entire ecosystem. We can help bring it forward to the state of the art in AI machine learning and graphics. All of our software that we release is both supportive, both on x86 and on Arm equally, and including all of our AI stacks. So most notably, for inference, the deployment of AI models, we have the NVIDIA Triton inference server. This is our inference serving software, where after you've trained a model, you want to deploy it at scale on any CPU, or GPU instance, for that matter. So we support both CPUs and GPUs with Triton. It's natively integrated with SageMaker and provides the benefit of all those performance optimizations. Features like dynamic batching, it supports all the different AI frameworks, from PyTorch to TensorFlow, even a generalized Python code. We're activating, and help activating, the Arm ecosystem, as well as bringing all those new AI use cases, and all those different performance levels with our partnership with AWS and all the different cloud instances. >> And you guys are making it really easy for people to use use the technology. That brings up the next, kind of, question I wanted to ask you. I mean, a lot of people are really going in, jumping in big-time into this. They're adopting AI, either they're moving it from prototype to production. There's always some gaps, whether it's, you know, knowledge, skills gaps, or whatever. But people are accelerating into the AI and leaning into it hard. What advancements has NVIDIA made to make it more accessible for people to move faster through the system, through the process? >> Yeah. It's one of the biggest challenges. You know, the promise of AI, all the publications that are coming out, all the great research, you know, how can you make it more accessible or easier to use by more people? Rather than just being an AI researcher, which is obviously a very challenging and interesting field, but not one that's directly connected to the business. NVIDIA is trying to provide a fullstack approach to AI. So as we discover or see these AI technologies become available, we produce SDKs to help activate them or connect them with developers around the world. We have over 150 different SDKs at this point, serving industries from gaming, to design, to life sciences, to earth sciences. We even have stuff to help simulate quantum computing. And of course, all the work we're doing with AI, 5G, and robotics. So we actually just introduced about 65 new updates, just this past month, on all those SDKs. Some of the newer stuff that's really exciting is the large language models. People are building some amazing AI that's capable of understanding the corpus of, like, human understanding. These language models that are trained on literally the content of the internet to provide general purpose or open-domain chatbots, so the customer is going to have a new kind of experience with the computer or the cloud. We're offering those large language models, as well as AI frameworks, to help companies take advantage of this new kind of technology. >> You know, Ian, every time I do an interview with NVIDIA or talk about NVIDIA, my kids and friends, first thing they say is, "Can you get me a good graphics card?" They all want the best thing in their rig. Obviously the gaming market's hot and known for that. But there's a huge software team behind NVIDIA. This is well-known. Your CEO is always talking about it on his keynotes. You're in the software business. And you do have hardware, you are integrating with Graviton and other things. But it's a software practice. This is software. This is all about software. >> Right. >> Can you share, kind of, more about how NVIDIA culture and their cloud culture, and specifically around the scale, I mean, you hit every use case. So what's the software culture there at NVIDIA? >> Yeah, NVIDIA's actually a bigger, we have more software people than hardware people. But people don't often realize this. And in fact, that it's because of, it just starts with the chip, and obviously, building great silicon is necessary to provide that level of innovation. But it's expanded dramatically from there. Not just the silicon and the GPU, but the server designs themselves. We actually do entire server designs ourselves, to help build out this infrastructure. We consume it and use it ourselves, and build our own supercomputers to use AI to improve our products. And then, all that software that we build on top, we make it available, as I mentioned before, as containers on our NGC container store, container registry, which is accessible from AWS, to connect to those vertical markets. Instead of just opening up the hardware and letting the ecosystem develop on it, they can, with the low-level and programmatic stacks that we provide with CUDA. We believe that those vertical stacks are the ways we can help accelerate and advance AI. And that's why we make them so available. >> And programmable software is so much easier. I want to get that plug in for, I think it's worth noting that you guys are heavy hardcore, especially on the AI side, and it's worth calling out. Getting back to the customers who are bridging that gap and getting out there, what are the metrics they should consider as they're deploying AI? What are success metrics? What does success look like? Can you share any insight into what they should be thinking about, and looking at how they're doing? >> Yeah. For training, it's all about time-to-solution. It's not the hardware that's the cost, it's the opportunity that AI can provide to your business, and the productivity of those data scientists which are developing them, which are not easy to come by. So what we hear from customers is they need a fast time-to-solution to allow people to prototype very quickly, to train a model to convergence, to get into production quickly, and of course, move on to the next or continue to refine it. >> John Furrier: Often. >> So in training, it's time-to-solution. For inference, it's about your ability to deploy at scale. Often people need to have real-time requirements. They want to run in a certain amount of latency, in a certain amount of time. And typically, most companies don't have a single AI model. They have a collection of them they want to run for a single service or across multiple services. That's where you can aggregate some of your infrastructure. Leveraging the Triton inference server, I mentioned before, can actually run multiple models on a single GPU saving costs, optimizing for efficiency, yet still meeting the requirements for latency and the real-time experience, so that our customers have a good interaction with the AI. >> Awesome. Great. Let's get into the customer examples. You guys have, obviously, great customers. Can you share some of the use cases examples with customers, notable customers? >> Yeah. One great part about working at NVIDIA is, as technology company, you get to engage with such amazing customers across many verticals. Some of the ones that are pretty exciting right now, Netflix is using the G4 instances to do a video effects and animation content from anywhere in the world, in the cloud, as a cloud creation content platform. We work in the energy field. Siemens energy is actually using AI combined with simulation to do predictive maintenance on their energy plants, preventing, or optimizing, onsite inspection activities and eliminating downtime, which is saving a lot of money for the energy industry. We have worked with Oxford University. Oxford University actually has over 20 million artifacts and specimens and collections, across its gardens and museums and libraries. They're actually using NVIDIA GPU's and Amazon to do enhanced image recognition to classify all these things, which would take literally years going through manually, each of these artifacts. Using AI, we can quickly catalog all of them and connect them with their users. Great stories across graphics, across industries, across research, that it's just so exciting to see what people are doing with our technology, together with Amazon. >> Ian, thank you so much for coming on theCUBE. I really appreciate it. A lot of great content there. We probably could go another hour. All the great stuff going on at NVIDIA. Any closing remarks you want to share, as we wrap this last minute up? >> You know, really what NVIDIA's about, is accelerating cloud computing. Whether it be AI, machine learning, graphics, or high-performance computing and simulation. And AWS was one of the first with this, in the beginning, and they continue to bring out great instances to help connect the cloud and accelerated computing with all the different opportunities. The integrations with EC2, with SageMaker, with EKS, and ECS. The new instances with G5 and G5 G. Very excited to see all the work that we're doing together. >> Ian Buck, general manager and vice president of Accelerated Computing. I mean, how can you not love that title? We want more power, more faster, come on. More computing. No one's going to complain with more computing. Ian, thanks for coming on. >> Thank you. >> Appreciate it. I'm John Furrier, host of theCUBE. You're watching Amazon coverage re:Invent 2021. Thanks for watching. (bright music)

Published Date : Nov 18 2021

SUMMARY :

to theCUBE's coverage and you guys have a great brand, Really, it's the new engine And certainly, the pandemic's proven it. and the community at the things you mentioned and connections between the two, the compute power to, you and one of the first cloud providers This is kind of the harvest of all that. and all the different cloud instances. But people are accelerating into the AI so the customer is going to You're in the software business. and specifically around the scale, and build our own supercomputers to use AI especially on the AI side, and the productivity of and the real-time experience, the use cases examples Some of the ones that are All the great stuff going on at NVIDIA. and they continue to No one's going to complain I'm John Furrier, host of theCUBE.

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The Data Drop: Industry Insights | HPE Ezmeral Day 2021


 

(upbeat music) >> Welcome friends to HPE Ezmeral's analytics unleashed. I couldn't be more excited to have you here today. We have a packed and informative agenda. It's going to give you not just a perspective on what HPE Ezmeral is and what it can do for your organization, but you should leave here with some insights and perspectives that will help you on your edge to cloud data journey in general. The lineup we have today is awesome. We have industry experts like Kirk Borne, who's going to talk about the shape this space will take to key customers and partners who are using Ezmeral technology as a fundamental part of their stack to solve really big, hairy, complex real data problems. We will hear from the execs who are leading this effort to understand the strategy and roadmap forward as well as give you a sneak peek into the new ISV ecosystem that is hosted in the Ezmeral marketplace. And finally, we have some live music being played in the form of three different demos. There's going to be a fun time so do jump in and chat with us at any time or engage with us on Twitter in real time. So grab some coffee, buckle up and let's get going. (upbeat music) Getting data right is one of the top priorities for organizations to affect digital strategy. So right now we're going to dig into the challenges customers face when trying to deploy enterprise wide data strategies and with me to unpack this topic is Kirk Borne, principal data scientist, and executive advisor, Booz Allen Hamilton. Kirk, great to see you. Thank you sir, for coming into the program. >> Great to be here, Dave. >> So hey, enterprise scale data science and engineering initiatives, they're non-trivial. What do you see as some of the challenges in scaling data science and data engineering ops? >> The first challenge is just getting it out of the sandbox because so many organizations, they, they say let's do cool things with data, but how do you take it out of that sort of play phase into an operational phase? And so being able to do that is one of the biggest challenges, and then being able to enable that for many different use cases then creates an enormous challenge because do you replicate the technology and the team for each individual use case or can you unify teams and technologies to satisfy all possible use cases. So those are really big challenges for companies organizations everywhere to about. >> What about the idea of, you know, industrializing those those data operations? I mean, what does that, what does that mean to you? Is that a security connotation, a compliance? How do you think about it? >> It's actually, all of those I'm industrialized to me is sort of like, how do you not make it a one-off but you make it a sort of a reproducible, solid risk compliant and so forth system that can be reproduced many different times. And again, using the same infrastructure and the same analytic tools and techniques but for many different use cases. So we don't have to rebuild the wheel, reinvent the wheel re reinvent the car. So to speak every time you need a different type of vehicle you need to build a car or a truck or a race car. There's some fundamental principles that are common to all of those. And that's what that industrialization is. And it includes security compliance with regulations and all those things but it also means just being able to scale it out to to new opportunities beyond the ones that you dreamed of when you first invented the thing. >> Yeah. Data by its very nature as you well know, it's distributed, but for a you've been at this awhile for years we've been trying to sort of shove everything into a monolithic architecture and in in hardening infrastructures or around that. And in many organizations it's become a block to actually getting stuff done. But so how, how are you seeing things like the edge emerge How do you, how do you think about the edge? How do you see that evolving and how do you think customers should be dealing with with edge and edge data? >> Well, that's really kind of interesting. I had many years at NASA working on data systems, and back in those days, the idea was you would just put all the data in a big data center and then individual scientists would retrieve that data and do analytics on it do their analysis on their local computer. And you might say that's sort of like edge analytics so to speak because they're doing analytics at their home computer, but that's not what edge means. It means actually doing the analytics the insights discovery at the point of data collection. And so that's that's really real time business decision-making you don't bring the data back and then try to figure out some time in the future what to do. And I think in autonomous vehicles a good example of why you don't want to do that because if you collect data from all the cameras and radars and lidars that are on a self-driving car and you move that data back to a data cloud while the car is driving down the street and let's say a child walks in front of the car you send all the data back at computes and does some object recognition and pattern detection. And 10 minutes later, it sends a message to the car. Hey, you need to put your brakes off. Well, it's a little kind of late at that point. And so you need to make those discoveries those insight discoveries, those pattern discoveries and hence the proper decisions from the patterns in the data at the point of data collection. And so that's data analytics at the edge. And so, yes, you can ring the data back to a central cloud or distributed cloud. It almost doesn't even matter if, if if your data is distributed sort of any use case in any data scientist or any analytic team and the business can access it then what you really have is a data mesh or a data fabric that makes it accessible at the point that you need it, whether it's at the edge or on some static post event processing, for example typical business quarter reporting takes a long look at your last three months of business. Well, that's fine in that use case, but you can't do that for a lot of other real time analytic decision making. >> Well, that's interesting. I mean, it sounds like you think of the edge not as a place, but as you know where it makes sense to actually, you know the first opportunity, if you will, to process the data at at low latency where it needs to be low latency is that a good way to think about it? >> Yeah, absolutely. It's the low latency that really matters. Sometimes we think we're going to solve that with things like 5G networks. We're going to be able to send data really fast across the wire. But again, that self-driving car has yet another example because what if you, all of a sudden the network drops out you still need to make the right decision with the network not even being . >> That darn speed of light problem. And so you use this term data mesh or data fabric double-click on that. What do you mean by that? >> Well, for me, it's, it's, it's, it's sort of a unified way of thinking about all your data. And when I think of mesh, I think of like a weaving on a loom, or you're creating a blanket or a cloth and you do weaving and you do that all that cross layering of the different threads. And so different use cases in different applications in different techniques can make use of this one fabric no matter what, where it is in the, in the business or again, if it's at the edge or, or back at the office one unified fabric, which has a global namespace. So anyone can access the data they need and sort of uniformly no matter where they're using it. And so it's, it's a way of unifying all of the data and use cases and sort of a virtual environment that it could have that no log you need to worry about. So what's what's the actual file name or what's the actual server this thing is on you can just do that for whatever use case you have. Let's I think it helps you enterprises now to reach a stage which I like to call the self-driving enterprise. Okay. So it's modeled after the self-driving car. So the self-driving enterprise needs the business leaders in the business itself, you would say needs to make decisions oftentimes in real time. All right. And so you need to do sort of predictive modeling and cognitive awareness of the context of what's going on. So all of these different data sources enable you to do all those things with data. And so, for example, any kind of a decision in a business any kind of decision in life, I would say is a prediction. It's you say to yourself if I do this such and such will happen if I do that, this other thing will happen. So a decision is always based upon a prediction about outcomes, and you want to optimize that outcome. So both predictive and prescriptive analytics need to happen in this in this same stream of data and not statically afterwards. And so that's, self-driving enterprises enabled by having access to data wherever you and whenever you need it. And that's what that fabric, that data fabric and data mesh provides for you, at least in my opinion. >> Well, so like carrying that analogy like the self-driving vehicle you're abstracting that complexity away in in this metadata layer that understands whether it's on prem or in the public cloud or across clouds or at the edge where the best places to process that data. What makes sense, does it make sense to move it or not? Ideally, I don't have to. Is that how you're thinking about it is that why we need this notion of a data fabric >> Right. It really abstracts away all the sort of the complexity that the it aspects of the job would require, but not every person in the business is going to have that familiarity with with the servers and the access protocols and all kinds of it related things. And so abstracting that away. And that's in some sense, what containers do basically the containers abstract away all the information about servers and connectivity and protocols and all this kind of thing. You just want to deliver some data to an analytic module that delivers me an insight or a prediction. I don't need to think about all those other things. And so that abstraction really makes it empowering for the entire organization. We like to talk a lot about data democratization and analytics democratization. This really gives power to every person in the organization to do things without becoming an it expert. >> So the last, last question we have time for here. So it sounds like. Kirk, the next 10 years of data are not going to be like the last 10 years, it'd be quite different. >> I think so. I think we're moving to this. Well, first of all, we're going to be focused way more on the why question, like, why are we doing this stuff? The more data we collect, we need to know why we're doing it. And what are the phrases I've seen a lot in the past year which I think is going to grow in importance in the next 10 years is observability. So observability to me is not the same as monitoring. Some people say monitoring is what we do. But what I like to say is, yeah, that's what you do but why you do it is observability. You have to have a strategy. Why, what, why am I collecting this data? Why am I collecting it here? Why am I collecting it at this time resolution? And so, so getting focused on those, why questions create be able to create targeted analytics solutions for all kinds of diff different business problems. And so it really focuses it on small data. So I think the latest Gartner data and analytics trending reports, so we're going to see a lot more focus on small data in the near future >> Kirk borne. You're a dot connector. Thanks so much for coming on the cube and being a part of the program. >> My pleasure (upbeat music) (relaxing upbeat music)

Published Date : Mar 17 2021

SUMMARY :

It's going to give you What do you see as some of the challenges and the team for each individual use case So to speak every time you need and how do you think customers at the point that you need the first opportunity, if you It's the low latency that really matters. And so you use this term data mesh in the business itself, you would say or at the edge where the best in the business is going to So the last, last question data in the near future on the cube and being

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HPE Ezmeral Preview | HPE Ezmeral \\ Analytics Unleashed


 

>>on March 17th at 8 a.m. >>Pacific. The >>Cube is hosting Israel Day with support from Hewlett Packard. Enterprise I am really excited about is moral. It's H. P s set of solutions that will allow containerized apps and workloads to run >>anywhere. Talking on Prem in the public cloud across clouds >>are really anywhere, including the emergent edge you can think of, as well as a data fabric and a platform to allow you to manage work across all >>these domains. >>That is more all day. We have an exciting lineup of guests, including Kirk Born, who was a famed >>astrophysicist and >>extraordinary data scientist. >>He's from Booz >>Allen. Hamilton will also be joined by my longtime friend Kumar. Sorry >>Conte, who is CEO >>and head of software at HP. In addition, you'll hear from Robert Christiansen >>of HPV will discuss >>data strategies that make sense >>for you, >>and we'll hear from >>customers and partners from around the globe who >>are using as moral >>capabilities to >>create and deploy transformative >>products and solutions that are >>impacting lives every single day. We'll also give you a chance to have a few breakout rooms >>and go deeper on specific topics >>that are important to you, and we'll give you a demo toward the end. So you want to hang around now? Most of all, we >>have a team of experts >>standing by to answer any questions that you may have. >>So please >>do join in on the chat room. It's gonna be a great event. So grab your coffee, your tea or your favorite beverage and grab a note >>pad. We'll see >>you there. March 17th at 8 a.m. >>8 a.m. Pacific >>on the Cube.

Published Date : Mar 11 2021

SUMMARY :

that will allow containerized apps and workloads to run Talking on Prem in the public cloud across clouds We have an exciting lineup of guests, including Kirk Born, Hamilton will also be joined by my longtime friend Kumar. and head of software at HP. We'll also give you a chance to have a few breakout that are important to you, and we'll give you a demo toward the end. do join in on the chat room. We'll see you there.

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