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Shawn Henry, CrowdStrike | CrowdStrike Fal.Con 2022


 

>>All we're back. We're wrapping up day two at Falcon 22 from the area in Las Vegas, CrowdStrike CrowdStrike. The action is crazy. Second day, a keynotes. Sean Henry is back. He's the chief security officer at CrowdStrike. He did a keynote today. Sean. Good to see you. Thanks for coming >>Back. Good. See you, Dave. Thanks for having me. >>So, unfortunately, I wasn't able to see your keynote cuz I had to come do cube interviews. You interviewed Kimbo Walden from, from, you know, white house, right? >>National cyber security >>Director. We're gonna talk about that. We're gonna talk about Overwatch, your threat hunting report. I want to share the results with our audience, but start with your, well actually start with the event. We're now in day two, you've had a good chance to talk to customers and partners. What are, what are your observations? Yeah, >>It's first of all, it's been an amazing event over 2200 attendees here. It's really taking top three floors at the area hotel and we've got partners and customers, employees, and to see the excitement and the level of collaboration here is absolutely phenomenal. All these different organizations that are each have a piece of cyber security to see them coming together, all in support of how do you stop breaches? How do you work together to do it? It's really been absolutely phenomenal. You're >>Gonna love the collaboration. We kind of talked about this on our earlier segment is the industry has to do a better job and has been doing a better job. You know, I think you and Kevin laid that out pretty well. So tell me about the interview with the fireside chat with Kimba. What was that like? What topics came up? >>Yeah. Kimba is the principal, deputy national cyber security advisor. She's been there for just four months. She spent over 10 years at DHS, but she most recently came from the private sector in cybersecurity. So she's got that the experience as a private sector expert, as well as a public sector expert and to see her come together in that position. It was great. We talked a lot about some of the strategies the white house is looking to put forth in their new cybersecurity strategy. There was recently an executive order, right? That the, the president put forth that talks about a lot of the things that we're doing here. So for example, the executive order talks about a lot of the legacy type of capabilities being put to pasture and about the government embracing cloud, embracing threat, hunting, embracing EDR, embracing zero trust and identity protection. Those are all the things that the private sector has been moving towards over the last year or two. That's what this is all about here. But to see the white house put that out, that all government agencies will now be embracing that I think it puts them on a much shorter footing and it allows the government to be able to identify vulnerabilities before they get exploited. It allows them to much more quickly identify, have visibility and respond to, to threats. So the government in infrastructure will be safer. And it was really nice to hear her talk about that and about how the private sector can work with the government. >>So you know how this works, you know, having been in the bureau. But so it's the, these executive orders. A lot of times people think, oh, it's just symbolic. And there are a couple of aspects of it. One is president Biden really impressed upon the private sector to, you know, amp it up to, to really focus and do a better job. But also as you pointed out that executive order can adjudicate what government agencies must do must prioritize. So it's more than symbolic. It's actually taking action. Isn't >>It? Yeah. I, I, I think it, I think it's both. I think it's important for the government to lead in this area because while a, a large portion of infrastructure, major companies, they understand this, there is still a whole section of private sector organizations that don't understand this and to see the white house, roll it out. I think that's good leadership and that is symbolic. But then to your second point to mandate that government agencies do this, it really pushes those. That might be a bit reluctant. It pushes them forward. And I think this is the, the, the type of action that as it starts to roll out and people become more comfortable and they start to see the successes. They understand that they're becoming safer, that they're reducing risk. It really is kind of a self-fulfilling prophecy and we see things become much safer. Did, >>Did you guys talk about Ukraine? Was that, was that off limits or did that come up at all? >>It wasn't, it wasn't off limits, but we didn't talk about it because there are so many other things we were discussing. We were talking about this, the cyber security workforce, for example, and the huge gap in the number of people who have the expertise, the capability and the, and the opportunities to them to come into cyber security technology broadly, but then cyber security as a sub sub component of that. And some of the programs, they just had a big cyber workforce strategy. They invited a lot of people from the private sector to have this conversation about how do you focus on stem? How do you get younger people? How do you get women involved? So getting maybe perhaps to the untapped individuals that would step forward and be an important stop gap and an important component to this dearth of talent and it's absolutely needed. So that was, was one thing. There were a number of other things. Yeah. >>So I mean, pre pandemic, I thought the number was 350,000 open cybersecurity jobs. I heard a number yesterday just in the us. And you might have even told me this 7, 7 50. So it's doubled in just free to post isolation economy. I don't know what the stats are, but too big. Well, as a, as a CSO, how much can automation do to, to close that gap? You know, we were talking earlier on the cube about, you gotta keep the humans in the loop, you, you, the, the, the, the Nirvana of the machines will just take care of everything is just probably not gonna happen anytime in the near term, even midterm or long term, but, but, but how can automation play and help close that gap? So >>The, the automation piece is, is what allows this to scale. You know, if we had one company with a hundred endpoints and we had a couple of folks there, you could do it with humans. A lot of it when you're talking about hundreds of millions of endpoints spread around the globe, you're talking about literally trillions of events every week that are being identified, evaluated and determined whether they're malicious or not. You have to have automation and to have using the cloud, using AI, using machine learning, to sort through, and really look for the malicious needle in a stack of needle. So you've gotta get that fidelity, that fine tune review. And you can only do that with automation. What you gotta remember, Dave, is that there's a human being at the end of every one of these attacks. So we've got the bad guys, have humans there, they're using the technology to scale. We're using the technology to scale to detect them. But then when you get down to the really malicious activity, having human beings involved is gonna take it to another level and allow you to eradicate the adversaries from the environment. >>Okay. So they'll use machines to knock on the door when that door gets opened and they're in, and they're saying, okay, where do we go from here? And they're directing strategy. Absolutely. I, I spent, I think gave me a sta I, I wonder if I wrote it down correctly, 2 trillion events per day. Yeah. That you guys see is that I write that down. Right? >>You did. It changes just like the number of jobs. It changes when I started talking about this just a, a year and a half ago, it was a billion a day. And when you look at how it's multiplied exponentially, and that will continue because of the number of applications, because of the number of devices as that gets bigger, the number of events gets bigger. And that's one of the problems that we have here is the spread of the network. The vulnerability, the environment is getting bigger and bigger and bigger as it gets bigger, more opportunities for bad guys to exploit vulnerabilities. >>Yeah. And we, we were talking earlier about IOT and extending, you know, that, that threats surface as well, talk about the Overwatch threat hunting report. What is that? How, how often have you run it? And I'd love to get into some of the results. Yeah. >>So Overwatch is a service that we offer where we have 24 by seven threat hunters that are operating in our customer environments. They're hunting, looking for, looking for malicious activity, malicious behavior. And to the point you just made earlier, where we use automation to sort out and filter what is clearly bad. When an adversary does get what we call fingers on the keyboard. So they're in the box and now a human being, they get a hit on their automated attack. They get a hit that, Hey, we're in, it's kind of the equivalent of looking at the Bober while you're fishing. Yeah. When you see the barber move, then the fisherman jumps up from his nap and starts to reel it in similar. They jump on the keyboard fingers on the keyboard. Our Overwatch team is detecting them very, very quickly. So we found 77,000 potential intrusions this past year in 2021, up to the end of June one, one every seven minutes from those detections. >>When we saw these detections, we were able to identify unusual adversary behavior that we'd not necessar necessarily seen before we call it indicators of attack. What does that mean? It means we're seeing an adversary, taking a new action, using a new tactic. Our Overwatch team can take that from watching it to human beings. They take it, they give it to our, our engineering team and they can write detections, which now become automated, right? So you have, you have all the automation that filters out all the bad stuff. One gets through a bad guy, jumps up, he's on the keyboard. And now he's starting to execute commands on the system. Our team sees that pulls those commands out. They're unusual. We've not seen 'em before we give it to our engineering team. They write detections that now all become automated. So because of that, we stopped over with the 77,000 attacks that we identified. We stopped over a million new attacks that would've come in and exploited a network. So it really is kind of a big circle where you've got human beings and intelligence and technology, all working together to make the system smarter, to make the people smarter and make the customers safer. And you're >>Seeing new IAS pop up all the time, and you're able to identify those and, and codify 'em. Now you've announced at reinforced, I, I, in July in Boston, you announced the threat hunting service, which is also, I think, part of your you're the president as well of that services division, right? So how's that going? What >>What's happening there? What we announced. So we've the Overwatch team has been involved working in customer environments and working on the back end in our cloud for many years. What we've announced is this cloud hunting, where, because of the adoption of the cloud and the movement to the cloud of so many organizations, they're pushing data to the cloud, but we're seeing adversaries really ramp up their attacks against the cloud. So we're hunting in Google cloud in Microsoft Azure cloud in AWS, looking for anomalous behavior, very similar to what we do in customer environments, looking for anomalous behavior, looking for credential exploitation, looking for lateral movement. And we are having a great success there because as that target space increases, there's a much greater need for customers to ensure that it's protected. So >>The cloud obviously is very secure. You got some of the best experts in the planet inside of hyperscale companies. So, and whether it's physical security or logical security, they're obviously, you know, doing a good job is the weakness, the seams between where the cloud provider leaves off and the customer has to take over that shared responsibility model, you know, misconfiguring and S3 bucket is the, you know, the common one, but I'm so there like a zillion others, where's that weakness. Yeah. >>That, that's exactly right. We see, we see oftentimes the it piece enabling the cloud piece and there's a connectivity there, and there is a seam there. Sometimes we also see misconfiguration, and these are some of the things that our, our cloud hunters will find. They'll identify again, the equivalent of, of walking down the hallway and seeing a door that's unlocked, making sure it's locked before it gets exploited. So they may see active exploitation, which they're negating, but they also are able to help identify vulnerabilities prior to them getting exploited. And, you know, the ability for organizations to successfully manage their infrastructure is a really critical part of this. It's not always malicious actors. It's identifying where the infrastructure can be shored up, make it more resilient so that you can prevent some of these attacks from happening. I >>Heard, heard this week earlier, something I hadn't heard before, but it makes a lot of sense, you know, patch Tuesday means hack Wednesday. And, and so I, I presume that the, the companies releasing patches is like a signal to the bad guys that Hey, you know, free for all go because people aren't necessarily gonna patch. And then the solar winds customers are now circumspect about patches. The very patches that are supposed to protect us with the solar winds hack were the cause of the malware getting in and, you know, reforming, et cetera. So that's a complicated equation. Yeah. >>It, it certainly is a couple, couple parts there to unwind. First, when you, you think about patch Tuesday, there are adversaries often, not always that are already exploiting some of those vulnerabilities in the wild. So it's a zero day. It's not yet been patched in some cases hasn't yet been identified. So you've got people who are actively exploiting. It we've found zero days in the course of our threat hunting. We report them in a, in a, in a responsible way. We've gone to Microsoft. We've told them a couple times in the last few months that we found a zero day and give them an opportunity to patch that before anybody goes public with it, because absolutely right when it does go public, those that didn't know about it before recognize that there will be millions of devices depending on the, the vulnerability that are out there and exploitable. And they will absolutely, it will tell everybody that you can now go to this particular place. And there's an opportunity to gain access, to exploit privileges, depending on the criticality of the patch. >>I, I don't, I, I don't, I'm sorry to generalize, but I wanna ask you about the hacker mindset. Let's say that what you just described a narrow set of hackers knows that there's an unpatched, you know, vulnerability, and they're making money off of that. Will they keep that to themselves? Will they share that with other folks in the net? Will they sell that information? Or is it, is it one of those? It depends. It, >>I was just gonna say, it depends you, you beat me to it. It absolutely depends. All of, all of the above would be the answer. We certainly see organ now a nation state for example, would absolutely keep that to themselves. Yeah. Right. Their goal is very different from an organized crime group, which might sell access. And we see them all the time in the underground selling access. That's how they make money nation states. They want to keep a zero day to themselves. It's something they're able to exploit in some cases for months or years, that that, that vulnerability goes undetected. But a nation state is aware of it and exploiting it. It's a, it's a dangerous game. And it just, I think, exemplifies the importance of ensuring that you're doing everything you can to patch in a timely matter. Well, >>Sean, we appreciate the work that you've done in your previous role and continuing to advance education, knowledge and protection in our industry. Thank you for coming on >>You. Thank you for having me. This is a fantastic event. Really appreciate you being here and helping to educate folks. Yeah. >>You guys do do a great job. Awesome. Set that you built and look forward to future events with you guys. My >>Friends. Thanks so much, Dave. Yeah. Thank >>You. Bye now. All right. Appreciate it. All right, keep it right there. We're gonna wrap up in a moment. Live from Falcon 22. You're watching the cube.

Published Date : Sep 21 2022

SUMMARY :

He's the chief security officer at CrowdStrike. Walden from, from, you know, white house, right? the event. cyber security to see them coming together, all in support of how do you stop breaches? So tell me about the interview So she's got that the experience as a private sector expert, So you know how this works, you know, having been in the bureau. become more comfortable and they start to see the successes. They invited a lot of people from the private sector to have this conversation about how do you focus on So it's doubled in just free to post isolation economy. having human beings involved is gonna take it to another level and allow you to eradicate the adversaries from the environment. That you guys see is that I write that down. And that's one of the problems that we have here is And I'd love to get into some of the results. And to the point you just made earlier, where we use automation to sort out and filter what So you have, you have all the automation So how's that going? the cloud and the movement to the cloud of so many organizations, they're pushing data to the cloud, take over that shared responsibility model, you know, misconfiguring and S3 bucket is the, so that you can prevent some of these attacks from happening. the cause of the malware getting in and, you know, reforming, et cetera. And they will absolutely, it will tell everybody that you can now go to I, I don't, I, I don't, I'm sorry to generalize, but I wanna ask you about the hacker mindset. It's something they're able to exploit in some cases for Thank you for coming on Really appreciate you being here and helping to educate folks. Set that you built and look forward to future events with you guys. Thank We're gonna wrap up in a moment.

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Kevin Mandia, Mandiant & Shawn Henry, CrowdStrike | CrowdStrike Fal.Con 2022


 

>>Welcome back to the aria in Las Vegas, Dave Valante with Dave Nicholson, Falcon 22, the Cube's continuous coverage. Sean Henry is here. He's the president of the services division and he's the chief security officer at CrowdStrike. And he's joined by Kevin mania, CEO of Mandy. Now part of Google Jens. Welcome to the cube. Thank you. Congrats on closing the Google deal. Thank you. That's great. New chapter, >>New >>Chapter coming fresh off the keynote, you and George. I really en enjoyed that. Let's start there. One of the things you talked about was the changes you've been, you've been in this business for a while. I think you were talking about, you know, doing some of these early stuff in the nineties. Wow. Things have changed a lot the queen, right? Right. You used to put the perimeter around the queen. Yeah. Build the Mo the Queen's left or castle new ballgame. But you were talking about the board level knowledge of security in the organization. Talk about that change. That's occurred in the last >>Decade. You know, boards are all about governance, right? Making sure everybody's doing the right things. And they've kind of had a haul pass on cybersecurity for a long time. Like we expect them to be great at financial diligence, they understand the financials of an organization. You're gonna see a maturity, I think in cybersecurity where I think board members all know, Hey, there's risk out there. And we're on our own to kind of defend ourselves from it, but they don't know how to quantify it. And they don't know how to express it. So bottom line boards are interested in cyber and we just have to mature as an industry to give them the tools they need to measure it appropriately. >>Sean, one of the things I wanted to ask you. So Steven Schmidt, I noticed changed his title from CISOs chief inf information security officer, the chief security officer. Your title is chief security officer. Is that a nuance that has meaning to you or is it just less acronym? >>It depends on the organization that you're in, in our organization, the chief security officer owns all risks. So I have a CISO that comes underneath me. Yep. And I've got a security folks that are handling our facilities, our personnel, those sorts of things, all, all of our offices around the globe. So it's all things security. One of the things that we've found and Kevin and I were actually talking about this earlier is this intersection between the physical world and the virtual world. And if you've got adversaries that want gain access to your organization, they might do it remotely by trying to hack into your network. But they also might try to get one of your employees to take an action on their behalf, or they might try to get somebody hired into your company to take some nefarious acts. So from a security perspective, it's about building an envelope around all things valuable and then working it in a collaborative way. So there's a lot of interface, a lot of interaction and a lot of value in putting those things together. And, >>And you're also president of the services division. Is that a P and L role or >>It is, we have a it's P P O P and L. And we have an entire organization that's doing incident response and it's a lot of the work that we're doing with, with Kevin's folks now. So I've got both of those hats today. >>Okay. So self-funded so in a way, okay. Where are companies most at risk today? >>Huh? You wanna go on that one first? Sean, you talk fast than me. So it's bigger bang for the buck. If >>You >>Talk, you know, when I, when I think about, about companies in terms of, of their risk, it's a lot of it has to do with the expansion of the network. Companies are adding new applications, new devices, they're expanding into new areas. There are new technologies that are being developed every day and that are being embraced every day. And all of those technologies, all of those applications, all of that hardware is susceptible to attack. Adversaries are looking for the vulnerabilities they can exploit. And I think just kind of that sprawl is something that is, is disconcerting to me from a security perspective, we need to know where our assets are, where the vulnerabilities lie, how do we plug the holes? And having that visibility is really critical to ensure that you're you're in, involved in mitigating that, that new architecture, >>Anything you >>Did. Yeah. I would like when I, so I can just tell you what I'm hearing from CISOs out there. They're worried about identity, the lateral movement. That's been kind of part of every impactful breach. So in identity's kind of top three of mind, I would say zero trust, whatever that means. And we all have our own definitions of migration to zero trust and supply chain risk. You know, whether they're the supplier, they wanna make sure they can prove to their customers, they have great security practices. Or if they're a consumer of a supply chain, you need to understand who's in their supply chain. What are their dependencies? How secure are they? Those are just three topics that come up all the time. >>As we extend, you know, talking about XDR the X being extend. Do you see physical security as something that's being extended into? Or is it, or is it already kind of readily accepted that physical security goes hand in hand with information security? >>I, I don't think a lot of people think that way there certainly are some and Dave mentions Amazon and Steve Schmidt as a CSO, right? There's a CSO that works for him as well. CJ's clear integration. There's an intelligence component to that. And I think that there are certain organizations that are starting to recognize and understand that when we say there's no real perimeter, it, it expands the network expands into the physical space. And if you're not protecting that, you know, if you don't protect the, the server room and somebody can actually walk in the doors unlocked, you've got a vulnerability that might be exploited. So I think to, to recognize the value of that integration from a security perspective, to be holistic and for organizations to adopt a security first philosophy that all the employees recognize they're, they're the, the first line of defense. Oftentimes not just from a fish, but by somebody catching up with them and handing 'em a thumb drive, Hey, can you take a look at this document? For me, that's a potential vulnerability as well. So those things need to be integrated. >>I thought the most interesting part of the keynote this morning is when George asked you about election security and you immediately went to the election infrastructure. I was like, yeah. Okay. Yeah. But then I was so happy to hear you. You went to the disinformation, I learned something there about your monitoring, the network effects. Sure. And, and actually there's a career stream around that. Right. The reason I had so years ago I interviewed was like, this was 2016, Robert Gates. Okay. Former defense. And I, I said, yeah, but don't we have the best cyber can't we go on the offense. He said, wait a minute, we have the most to lose. Right. But, but you gave an example where you can identify the bots. Like let's say there's disinformation out there. You could actually use bots in a positive way to disseminate the, the truth in theory. Good. Is, is that something that's actually happening >>Out there? Well, I think we're all still learning. You know, you can have deep fakes, both audible files or visual files, right. And images. And there's no question. The next generation, you do have to professionalize the news that you consume. And we're probably gonna have to professionalize the other side critical thinking because we are a marketplace of ideas in an open society. And it's hard to tell where's the line between someone's opinion and intentional deception, you know, and sometimes it could be the source, a foreign threat, trying to influence the hearts and minds of citizens, but there's gonna be an internal threat or domestic threat as well to people that have certain ideas and concepts that they're zealots about. >>Is it enough to, is it enough to simply expose where the information is coming from? Because, you know, look, I, I could make the case that the red Sox, right. Or a horrible baseball team, and you should never go to Fenway >>And your Yankees Jersey. >>Right. Right. So is that disinformation, is that misinformation? He'd say yes. Someone else would say no, but it would be good to know that a thousand bots from some troll farm, right. Are behind us. >>There's, it's helpful to know if something can be tied to identity or is totally anonymous. Start just there. Yeah. Yeah. You can still protect the identity over time. I think all of us, if you're gonna trust the source, you actually know the source. Right. So I do believe, and, and by the way, much longer conversation about anonymity versus privacy and then trust, right. And all three, you could spend this whole interview on, but we have to have a trustworthy internet as well. And that's not just in the tech and the security of it, but over time it could very well be how we're being manipulated as citizens and people. >>When you guys talk to customers and, and peers, when somebody gets breached, what's the number one thing that you hear that they wished they'd done that they didn't. >>I think we talked about this earlier, and I think identity is something that we're talking about here. How are you, how are you protecting your assets? How do you know who's authorized to have access? How do you contain the, the access that they have? And the, the area we see with, with these malware free attacks, where adversaries are using the existing capabilities, the operating system to move laterally through the network. I mean, Kevin's folks, my folks, when we respond to an incident, it's about looking at that lateral movement to try and get a full understanding of where the adversary's been, where they're going, what they're doing, and to try to, to find a root cause analysis. And it really is a, a critical part. >>So part of the reason I was asking you about, was it a P and L cuz you, you wear two hats, right? You've got revenue generation on one side and then you've got you protect, you know, the company and you've got peer relationships. So the reason I bring this up is I felt like when stucks net occurred, there was a lot of lip service around, Hey, we, as an industry are gonna work together. And then what you saw was a lot of attempts to monetize, you know, private data, sell private reports and things of that nature you were referencing today, Kevin, that you think the industry's doing a much better job of, of collaboration. Is it, can you talk about that and maybe give some examples? >>Absolutely. I mean, you know, I lived through it as a victim of a breach couple years ago. If you see something new and novel, I, I just can't imagine you getting away with keeping it a secret. I mean, I would even go, what are you doing? Harboring that if you have it, that doesn't mean you tell the whole world, you don't come on your show and say, Hey, we got something new novel, everybody panic, you start contacting the people that are most germane to fixing the problem before you tell the world. So if I see something that's new in novel, certainly con Sean and the team at CrowdStrike saying, Hey, there's because they protect so many endpoints and they defend nations and you gotta get to Microsoft. You have to talk to pan. You have to get to the companies that have a large capability to do shields up. And I think you do that immediately. You can't sit on new and novel. You get to the vendor where the vulnerability is, all these things have to happen at a great rate to speak. >>So you guys probably won't comment, but I'm betting dollars to donuts. This Uber lapses hack you guys knew about. >>I turned to you. >>No comment. I'm guessing. I'm guessing that the, that wasn't novel. My point being, let me, let me ask it in a more generic fashion that you can maybe comment you you're. I think you're my, my inference is we're com the industry is compressing the time between a zero day and a fix. Absolutely. Absolutely. Like dramatically. >>Yes. Oh, awareness of it and AIX. Yes. Yeah. >>Okay. Yeah. And a lot of the hacks that we see as lay people in the media you've known about for quite some time, is that fair or no, not necessarily. >>It's, you know, it's harder to handle an intrusion quietly and discreetly these days, especially with what you're up against and, and most CEOs, by the way, their intent isn't, let's handle it quietly and discreetly it's what do we do about it? And what's the right way to handle it. And they wanna inform their customers and they wanna inform people that might be impacted. I wouldn't say we know it all that far ahead of time >>And, and depends. And, and I, I think companies don't know it. Yeah. Companies don't know they've been breached for weeks or months or years in some cases. Right. Which talks about a couple things, first of all, some of the sophistication of the adversaries, but it also talks about the inability of companies to often detect this type of activity when we're brought in. It's typically very quickly after the company finds out because they recognize they've gotta take action. They've got liability, they've got brand protection. There, whole sorts of, of things they need to take care of. And we're brought in it may or may not be, become public, but >>CrowdStrike was founded on the premise that the unstoppable breach is a myth. Now that's a, that's a bold sort of vision. We're not there yet, obviously. And a and a, and a, a CSO can't, you know, accept that. Right. You've gotta always be vigilant, but is that something that is, that we're gonna actually see manifest, you know, in any, any time in the near term? I mean, thinking about the Falcon platform, you guys are users of that. I don't know if that is part of the answer, but part of it's technology, but without the cultural aspects, the people side of things, you're never gonna get there. >>I can tell you, I started Maning in 2004 at the premise security breaches are inevitable, far less marketable. Yeah. You know, stop breaches. >>So >>Yeah. I, I think you have to learn how to manage this, right? It's like healthcare, you're not gonna stop every disease, but there's a lot of things that you can do to mitigate the consequences of those things. The same thing with network security, there's a lot of actions that organizations can take to help protect them in a way that allows them to live and, and operate in a, in a, a strong position. If companies are lackadaisical that irresponsible, they don't care. Those are companies that are gonna suffer. But I think you can manage this if you're using the right technology, the right people, you've got the right philosophy security first >>In, in the culture. >>Well, I can tell you very quickly, three reasons why people think, why is there an intrusion? It should just go away. Well, wherever money goes, crime follows. We still have crime. So you're still gonna have intrusions, whether it has to be someone on the inside or faulty software and people being paid the right faulty software, you're gonna have war. That's gonna create war in the cyber domain. So information warriors are gonna try to have intrusions to get to command and control. So wherever you have command and control, you'll have a war fighter. And then wherever you have information, you have ESP Espino. So you're gonna have people trying to break in at all times. >>And, and to tie that up because everything Kevin said is absolutely right. And what he just said at the very end was people, there are human beings that are on the other side of every single attack. And think about this until you physically get physically get to the people that are doing it and stop them. Yes, this will go on forever because you can block them, but they're gonna move and you can block them again. They're gonna move their objectives. Don't change because the information you have, whether it's financial information, intellectual property, strategic military information, that's still there. They will always come at it, which is where that physical component comes in. If you're able to block well enough and they can't get you remotely, they might send somebody in. Well, >>I, in the keynote, I, I'm not kidding. I'm looking around the room and I'm thinking there's at least one person here that is here primarily to gather intelligence, to help them defeat. What's being talked about here. >>Well, you said it's, >>It's kind >>Of creepy. You said the adversary is, is very well equipped and motivated. Why do you Rob banks? Well, that's where the money is, but it's more than that. Now with state sponsored terrorism and, you know, exfiltration of state secrets, I mean, there's, it's high stake's games. You got, this >>Has become a tool of nation states in terms from a political perspective, from a military perspective, if you look at what happened with Ukraine and Russia, all the work that was done in advanced by the Russians to soften up the Ukrainians, not just collection of intelligence, not just denial of services, but then disruptive attacks to change the entire complexity of the battlefield. This, this is a, an area that's never going away. It's becoming ingrained in our lives. And it's gonna be utilized for nefarious acts for many, many decades to come. >>I mean, you're right, Sean, we're seeing the future of war right before us is, is there's. There is going to be, there is a cyber component now in war, >>I think it signals the cyber component signals the silent intention of nations period, the silent projection of power probably before you see kinetics. >>And this is where gates says we have a lot more to lose as a country. So it's hard for us to go on the offense. We have to be very careful about our offensive capabilities because >>Of one of the things that, that we do need to, to do though, is we need to define what the red lines are to adversaries. Because when you talk about human beings, you've gotta put a deterrent in place so that if the adversaries know that if you cross this line, this is what the response is going to be. It's the way things were done during nuclear proliferation, right? Right. During the cold war, here's what the actions are gonna be. It's gonna be, it's gonna be mutual destruction and you can't do it. And we didn't have a nuclear war. We're at a point now where adversaries are pushing the envelope constantly, where they're turning off the lights in certain countries where they're taking actions that are, are quite detrimental to the host governments and those red lines have to be very clear, very clearly defined and acted upon if they're >>Crossed as security experts. Can you always tie that signature back to say a particular country or a particular group? >>Absolutely. 100% every >>Time I know. Yeah. No, it it's. It's a great question. You, you need to get attribution right. To get to deterrence, right. And without attribution, where do you proportionate respond to whatever act you're responding to? So attribution's critical. Both our companies work hard at doing it and it, and that's why I think you're not gonna see too many false flag operations in cyberspace, but when you do and they're well crafted or one nation masquerades is another, it, it, it's one of the last rules of the playground I haven't seen broken yet. And that that'll be an unfortunate day. >>Yeah. Because that mutually assure destruction, a death spot like Putin can say, well, it wasn't wasn't me. Right. So, and ironically, >>It's human intelligence, right. That ultimately is gonna be the only way to uncover >>That human intelligence is a big component. >>For sure. Right. And, and David, like when you go back to, you were referring to Robert Gates, it's the asymmetry of cyberspace, right? One person in one nation. That's not a control by asset could still do an act. And it, it just adds to the complexity of, we have attribution it's from that nation, but was it in order? Was it done on behalf of that nation? Very complicated. >>So this is an industry of superheroes. Thank you guys for all you do and appreciate you coming on the cube. Wow. >>I love your Cape. >>Thank all right. Keep it right there. Dave Nicholson and Dave ante be right back from Falcon 22 from the area you watching the cue.

Published Date : Sep 21 2022

SUMMARY :

He's the president of the services division and he's One of the things you talked about was the changes you've been, you've been in this business for a while. Making sure everybody's doing the right things. meaning to you or is it just less acronym? One of the things that we've found and Kevin and I were actually talking about this earlier is And you're also president of the services division. an entire organization that's doing incident response and it's a lot of the work that we're Where are companies most at risk today? So it's bigger bang for the buck. all of that hardware is susceptible to attack. Or if they're a consumer of a supply chain, you need to understand who's in their supply chain. As we extend, you know, talking about XDR the X being extend. And I think that there are certain organizations that are starting to recognize I thought the most interesting part of the keynote this morning is when George asked you about election the news that you consume. and you should never go to Fenway So is that disinformation, is that misinformation? And all three, you could spend this whole interview on, but we have to have a trustworthy internet as well. When you guys talk to customers and, and peers, when somebody gets breached, it's about looking at that lateral movement to try and get a full understanding of where the adversary's So part of the reason I was asking you about, was it a P and L cuz you, you wear two hats, And I think you do that immediately. So you guys probably won't comment, but I'm betting dollars to donuts. let me, let me ask it in a more generic fashion that you can maybe comment you you're. Yeah. you've known about for quite some time, is that fair or no, not necessarily. It's, you know, it's harder to handle an intrusion quietly and discreetly these days, but it also talks about the inability of companies to often detect this type of activity when And a and a, and a, a CSO can't, you know, accept that. I can tell you, I started Maning in 2004 at the premise security breaches are inevitable, But I think you can manage this if you're using the right technology, And then wherever you have information, And think about this until you physically get physically get to the people that are doing it at least one person here that is here primarily to gather intelligence, you know, exfiltration of state secrets, I mean, there's, it's high stake's games. from a military perspective, if you look at what happened with Ukraine and Russia, all the work that I mean, you're right, Sean, we're seeing the future of war right before us is, is there's. the silent projection of power probably before you see kinetics. And this is where gates says we have a lot more to lose as a country. that if the adversaries know that if you cross this line, this is what the response is going to be. Can you always tie that signature back to say a Absolutely. where do you proportionate respond to whatever act you're responding to? So, and ironically, It's human intelligence, right. And, and David, like when you go back to, you were referring to Robert Gates, it's the asymmetry of cyberspace, Thank you guys for all you do and appreciate you coming on the cube. Dave Nicholson and Dave ante be right back from Falcon 22 from the area you watching the cue.

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Nishita Henry, Lisa Davis & Teresa Briggs V1


 

>> Hi, and welcome to Data Cloud Catalyst, Women in Tech Round Table Panel Discussion. I am so excited to have three fantastic female executives with me today who have been driving transformation through data throughout their entire career. With me today is Lisa Davis, SVP and CIO of Blue Shield of California. We also have Nishita Henry, who is the Chief Innovation Officer at Deloitte and Theresa Briggs, who is on a variety of board of directors, including our own very own Snowflake. Welcome, ladies. >> Thank you. >> Thank you. >> So I'm just going to dive right in. You all have really amazing careers and resumes behind you. I'm really curious, throughout your career, how have you seen the use of data evolve throughout your career? And, Lisa, I'm going to start with you. >> Thank you. Having been in technology my entire career, technology and data has really evolved from being the province of a few in an organization to frankly being critical to everyone's business outcomes. Now every business leader really needs to embrace data analytics and technology. We've been talking about digital transformation probably the last five, seven years, we've all talked about disrupt or be disrupted. At the core of that digital transformation is the use of data. Data and analytics that we derive insights from and actually improve our decision making by driving a differentiated experience and capability into market. So data has involved as being, I would say, almost tactical in some sense over my technology career, to really being a strategic asset of what we leverage personally in our own careers, but also what we must leverage as companies to drive a differentiated capability to experience and remain relative in the market today. >> Nishita, curious your take on how you've seen data evolve? >> Yeah, I agree with Lisa. It has definitely become the lifeblood of every business, right? It used to be that there were a few companies in the business of technology, every business is now a technology business. Every business is a data business. It is the way that they go to market, shape the market and serve their clients. Whether you're in construction, whether you're in retail, whether you're in healthcare it doesn't matter, right? Data is necessary for every business to survive and thrive. And I remember at the beginning of my career, data was always important but it was about storing data. It was about giving people individual reports, it was about supplying that data to one person or one business unit in silos. And it then evolved right over the course of time into integrating data and to saying, all right, how does one piece of data correlate to the other and how can I get insights out of that data? Now, let's go on to the point of how do I use that data to predict the future? How do I use that data to automate the future? How do I use that data not just for humans to make decisions, but for other machines to make decisions, right? Which is a big leap. And a big change in how we use data, how we analyze data and how we use it for insights in evolving our businesses. >> Yeah, it's really changed so tremendously just in the past five years. It's amazing. So Teresa, we've talked a lot about the Data Cloud, where do you think we're heading with that? And also, how can future leaders really guide their careers in data, especially in those jobs where we don't traditionally think of them in the data science space? Curious your thoughts on that? >> Yeah, well, since I'm on the Snowflake board, I'll talk a little bit about the Snowflake Data Cloud. Now we're getting your company's data out of the silos that exists all over your organization, we're bringing third party data in to combine with your own data, and we're wrapping a governance structure around it and feeding it out to your employees so that they can get their jobs done. And is as simple as that. I think we've all seen the pandemic accelerate the digitization of our work. And if you ever doubted the future of work is here, it is here. And companies are scrambling to catch up by providing the right amount of data, collaboration tools, workflow tools for their workers to get their jobs done. Now, it used to be as prior people have mentioned that in order to work with data you had to be a data scientist. But I was an auditor back in the day and we used to work on 16 columns spreadsheet. And now if you're an accounting major coming out of college joining an auditing firm, you have to be tech and data savvy because you're going to be extracting, manipulating, analyzing and auditing data, that massive amounts of data that sit in your client's IT systems. I'm on the board of Warby Parker, and you might think that their most valuable asset is their amazing frame collection, but it's actually their data, their 360 degree view of the customer. And so if you're a merchant or you're in strategy, or marketing or talent or the co-CEO, you're using data every day in your work. And so I think it's going to become a ubiquitous skill that anyone who's a knowledge worker has to be able to work with data. >> Yeah, I think it's just going to be organic to every role going forward in the industry. So Lisa, curious about your thoughts about Data Cloud, the future of it, and how people can really leverage it in their jobs from future leaders? >> Yeah, absolutely. Most enterprises today are, I would say, hybrid multi cloud enterprises. What does that mean? That means that we have data sitting on prem, we have data sitting in public clouds through software as a service applications, we have a data everywhere, most enterprises have data everywhere. Certainly those that have owned infrastructure or weren't born on the web. One of the areas that I love that Data Cloud is addressing is the area around data portability and mobility. Because I have data sitting in various locations through my enterprise, how do I aggregate that data to really drive meaningful insights out of that data to drive better business outcomes? And at Blue Shield of California, one of our key initiatives is what we call an experienced cube. What does that mean? It means how do I drive transparency of data between providers, members and payers? So that not only do I reduce overhead on providers and provide them a better experience, or hospital systems or doctors, but ultimately, how do we have the member have it their power of their fingertips the value of their data holistically, so that we're making better decisions about their health care? One of the things Teresa was talking about was the use of this data, and I would drive to data democratization. We got to put the power of data into the hands of everyone, not just data scientists. Yes, we need those data scientists to help us build AI models to really drive and tackle these tougher challenges and business problems that we may have in our environments. But everybody in the company, both on the IT side, both on the business side, really need to understand of how do we become a data insights driven enterprise. Put the power of the data into everyone's hands so that we can accelerate capabilities, right? And leverage that data to ultimately drive better business results. So as a leader, as a technology leader, part of our responsibility, our leadership is to help our companies do that. And that's really one of the exciting things that I'm doing in my role now at Blue Shield of California. >> Yeah, it's really, really exciting time. I want to shift gears a little bit and focus on women in tech. So I think in the past five to 10 years, there has been a lot of headway in this space. But the truth is women are still underrepresented in the tech space. So what can we do to attract more women into technology quite honestly. So Nishita, curious, what your thoughts are on that? >> Great question. And I am so passionate about this for a lot of reasons, not the least of which is I have two daughters of my own. And I know how important it is for women and young girls to actually start early in their love for technology, and data and all things digital, right? So I think it's one very important to start early, start an early education, building confidence of young girls that they can do this, showing them role models. We at Deloitte just partnered with Ella the Engineer to actually make comic books centered around young girls and boys in the early elementary age to talk about how heroes and tech solve everyday problems. And so really helping to get people's minds around tech is not just in the back office coding on a computer, tech is about solving problems together that help us as citizens, as customers, right? And as humanity. So I think that's important. I also think we have to expand that definition of tech, as we just said. It's not just about, right? Database design. It's not just about Java and Python coding, it's about design. It's about the human machine interfaces. It's about how do you use it to solve real problems and getting people to think in that kind of mindset makes it more attractive and exciting. And lastly, I'd say look, we have absolute imperative to get a diverse population of people, not just women, but minorities, those with other types of backgrounds, disabilities, etc involved. Because this data is being used to drive decision making, and if we are not all involved, right? In how that data makes decisions, it can lead to unnatural biases that no one intended but can happen just 'cause we haven't involved a diverse enough group of people around it. >> Absolutely. Lisa, curious about your thoughts on this. >> I agree with everything Nishita said. I've been passionate about this area, I think it starts with first we need more role models. We need more role models as women in these leadership roles throughout various sectors. And it really is it starts with us and helping to pull other women forward. So I think certainly, it's part of my responsibility, I think all of us as female executives that if you have a seat at the table to leverage that seat at the table to drive change, to bring more women forward, more diversity forward into the boardroom and into our executive suites. I also want to touch on a point Nishita made about women, we're the largest consumer group in the company yet we're consumers, but we're not builders. This is why it's so important that we start changing that perception of what tech is. And I agree that it starts with our young girls. We know the data shows that we lose our young girls by middle school. Very heavy peer pressure, it's not so cool to be smart, or do robotics, or be good at math and science. We start losing our girls in middle school. So they're not prepared when they go to high school and they're not taking those classes in order to major in the STEM fields in college. So we have to start the pipeline early with our girls. And then I also think it's a measure of what your boards are doing. What is the executive leadership and your goals around diversity and inclusion? How do we invite more diverse population to the decision making table? So it's really a combination of efforts. One of the things that certainly is concerning to me is during this pandemic, I think we're losing one in four women in the workforce now, because of all the demands that our families are having to navigate through this pandemic. The last statistic I saw in the last four months is we've lost 850,000 women in the workforce. This pipeline is critical to making that change in these leadership positions. >> Yeah, it's really a critical time. And now we're coming to the end of this conversation, I want to ask you Teresa, what would be a call to action to everyone listening, both men and women since its needs to be solved by everyone, to address the gender gap in the industry? >> I'd encourage each of you to become an active sponsor. Research shows that women and minorities are less likely to be sponsored than white men. Sponsorship is a much more active form than mentorship. Sponsorship involves helping someone identify career opportunities and actively advocating for them in those roles, opening your network, giving very candid feedback. And we need men to participate too. There are not enough women in tech to pull forward and sponsor the high potential women that are in our pipelines. And so we need you to be part of the solution. >> Nishita real quickly, what would be your call to action to everyone? >> I'd say look around your teams, see who's on them and make deliberate decisions about diversifying those teams. As positions open up, make sure that you have a diverse set of candidates, and make sure that there are women that are part of that team. And make sure that you are actually hiring and putting people into positions based on potential not just experience. >> And real quickly Lisa, will close it out with you, what would your call to action be? >> Well, it's hard to... What Nishita and what Teresa shared I think were very powerful actions. I think it starts with us. Taking action at our own table, making sure you're driving diverse panels and hiring, setting goals for the company. Having your board engaged and holding us accountable and driving to those goals, will help us all see a better outcome but with more women at the executive table and diverse populations. >> Great advice and great action for all of us to take. Thank you all so much for spending time with me today and talking about this really important issue. I really appreciate it. Stay with us.

Published Date : Oct 28 2020

SUMMARY :

I am so excited to have three And, Lisa, I'm going to start with you. and remain relative in the market today. that data to one person in the data science space? and feeding it out to your employees forward in the industry. and business problems that we So I think in the past five to 10 years, and getting people to think Lisa, curious about your thoughts on this. and helping to pull other women forward. to address the gender gap in the industry? And so we need you to and make sure that there are women and driving to those goals, and talking about this

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Nishita Henry, Lisa Davis & Teresa Briggs EXTENDED V1


 

>> Hi, and welcome to data cloud catalyst women in tech round table panel discussion. I am so excited to have three fantastic female executives with me today who have been driving transformation through data throughout their entire career. With me today is Lisa Davis SVP and CIO of Blue Shield of California. We also have Nishita Henry who is the chief innovation officer at Deloitte and Teresa Briggs, who is on a variety of board of directors, including our very own Snowflake. Welcome, ladies. >> Thank you. So I'm just going to dive right in. You all have really amazing careers and resumes behind you. I'm really curious, throughout your career, how have you seen the use of data evolve throughout your career? And Lisa, I'm going to start with you. >> Thank you. Having been in technology my entire career, technology and data has really evolved from being the province of a few in an organization to frankly being critical to everyone's business outcomes. But now every business leader really needs to embrace data analytics and technology. We've been talking about digital transformation probably the last five, seven years. We've all talked about disrupt or be disrupted. At the core of that digital transformation is the use of data, data, and analytics that we derive insights from and actually improve our decision-making by driving a differentiated experience and capability into market. So data has involved as being, I would say, almost tactical in some sense over my technology career to really being a strategic asset of what we leveraged personally in our own careers, but also what we must leverage as companies to drive a differentiated capability to experience and remain relative in the market today. >> Nishita curious your take on, how you've seen data evolve? >> Yeah, I agree with Lisa, it has definitely become the lifeblood of every business, right? It used to be that there were a few companies in the business of technology. Every business is now a technology business. Every business is a data business. It is the way that they go to market, shape the market and serve their clients. Whether you're in construction, whether you're in retail, whether you're in healthcare doesn't matter, right? Data is necessary for every business to survive and thrive. And I remember at the beginning of my career, data was always important, but it was about storing data. It was about giving people individual reports. It was about supplying that data to one person or one business unit in silos. And it then evolved right over the course of time and to integrating data and to saying, all right, how does one piece of data correlate to the other? And how can I get insights out of that data? Now let's go on to the point of how do I use that data to predict the future? How do I use that data to automate the future? How do I use that data not just for humans to make decisions but for other machines to make decisions, right? Which is a big leap and a big change in how we use data, how we analyze data and how we use it for insights and evolving our businesses. >> Yeah. It's really changed so tremendously, just in the past five years, it's amazing. So Teresa, we've talked a lot about the data cloud, where do you think we're heading with that? And also how can future leaders really guide their careers in data, especially in those jobs where we don't traditionally think of them in the data science space, curious your thoughts on that. >> Yeah. Well, since I'm on the Snowflake board, I'll talk a little bit about the Snowflake data cloud that we're getting your company's data out of the silos that exist all over your organization. We're bringing third party data in to combine with your own data and we're wrapping a governance structure around it and feeding it out to your employees so that they can get their jobs done. And it's as simple as that, I think we've all seen the pandemic accelerated the digitization of our work. And if you ever doubted that the future of work is here, it is here. And companies are scrambling to catch up by providing the right amount of data, collaboration tools, workflow tools for their workers to get their jobs done. Now it used to be, as prior, people have mentioned that in order to work with data, you had to be a data scientist. But I was an auditor back in the day and we used to work on 16 columns spreadsheet. And now if you're an accounting major coming out of college, joining an auditing firm, you have to be tech and data savvy because you're going to be extracting, manipulating, analyzing, and auditing data. That massive amounts of data that sit in your client's IT systems. I'm on the board of Warby Parker. And you might think that their most valuable asset is their amazing frame collection but it's actually their data. There are 360 degree view of the customer. And so if you're a merchant or you're in strategy or marketing or talent or the co-CEO, you're using data every day in your work. And so I think it's going to become a ubiquitous skill that any anyone who's a knowledge worker has to be able to work with data. >> Now, I think it's just going to be organic to every role going forward in the industry. >> So Lisa curious about your thoughts about data cloud, the future of it, and how people can really leverage it in their jobs from future leaders. >> Yeah, absolutely. Most enterprises today are, I would say, hybrid multi-cloud enterprises. What does that mean? That means that we have data sitting on prem. We have data sitting in public clouds through software, as a service applications. We have a data everywhere. Most enterprises have data everywhere. Certainly those that have owned infrastructure or weren't born on the web. One of the areas that I'd love that data cloud is addressing is the area around data portability and mobility. Because I have data sitting in various locations through my enterprise, how do I aggregate that data to really drive meaningful insights out of that data to drive better business outcomes. And at Blue Shield of California, one of our key initiatives is what we call an experience cube. What does that mean? It means how do I drive transparency of data between providers and members and payers so that not only do I reduce overhead on providers and provide them a better experience or hospital systems or doctors, but ultimately how do we have the member have at their power of their fingertips the value of their data holistically so that we're making better decisions about their healthcare? One of the things Teresa was talking about was the use of this data. And I would drive to data democratization. We got to put the power of data into the hands of everyone, not just data scientists. Yes, we need those data scientists to help us build AI models to really drive and tackle these tougher challenges and business problems that we may have in our environments. But everybody in the company, both on the IT side, both on the business side, really need to understand of how do we become a data insights driven enterprise, put the power of the data into everyone's hands so that we can accelerate capabilities, right? And leverage that data to ultimately drive better business results. So as a leader, as a technology leader, part of our responsibility, our leadership is to help our companies do that. And that's really one of the exciting things that I'm doing in my role now at Blue Shield of California. >> Yeah. It's really, really exciting time. I want to shift gears a little bit and focus on women in tech. So I think in the past 5 to 10 years there has been a lot of headway in this space but the truth is women are still underrepresented in the tech space. So what can we do to attract more women into technology? Quite honestly. So Nishita curious what your thoughts are on that? >> Great question. And I am so passionate about this for a lot of reasons, not the least of which is I have two daughters of my own and I know how important it is for women and young girls to actually start early in their love for technology and data and all things digital, right? So I think it's one very important to start early, starting early education, building confidence of young girls that they can do this, showing them role models. We at Deloitte just partnered with LOV engineer to actually make comic books centered around young girls and boys in the early elementary age to talk about how heroes in techs solve everyday problems. And so really helping to get people's minds around tech is not just in the back office, coding on a computer, tech is about solving problems together that help us as citizens as customers, right? And as humanity. So I think that's important. I also think we have to expand that definition of tech as we just said, it's not just about database design. It's not just about Java and Python coding. It's about design, it's about the human machine interfaces. It's about how do you use it to solve real problems and getting people to think in that kind of mindset makes it more attractive and exciting. And lastly, I'd say, look we have a absolute imperative to get a diverse population of people, not just women but minorities, those with other types of backgrounds, disabilities, et cetera, involved because this data is being used to drive decision-making, and if we're all involved and how that data makes decisions, it can lead to unnatural biases that no one intended but can happen just 'cause we haven't involved a diverse enough group of people around it. >> Absolutely. Lisa, I'm curious about your thoughts on this. >> Oh, I agree with everything Nishita said. I've been passionate about this area. I think it starts with first, we need more role models. We need more role models as women in these leadership roles throughout various sectors. And it really is, it starts with us and helping to pull other women forward. So I think it certainly it's part of my responsibility. I think all of us as female executives that if you have a seat at the table to leverage that seat at the table to drive change to bring more women forward, more diversity forward into the boardroom and into our executive suites. I also want to touch on a point Nishita made about women. We're the largest consumer group in the company yet we're consumers, but we're not builders. This is why it's so important that we start changing that perception of what tech is. And I agree that it starts with our young girls. We know the data shows that we lose our young girls by middle school, very heavy peer pressure. It's not so cool to be smart or do robotics or be good at math and science. We start losing our girls in middle school. So they're not prepared when they go to high school and they're not taking those classes in order to major in these STEM fields in college. So we have to start the pipeline early with our girls. And then I also think it's a measure of what your boards are doing. What is the executive leadership and your goals around diversity and inclusion? How do we invite more diverse population to the decision-making table? So it's really a combination of efforts. One of the things that certainly is concerning to me is during this pandemic, I think we're losing one in four women in the workforce now because of all the demands that our families are having to navigate through this pandemic. The last statistic I saw in the last four months is we've lost 850,000 women in the workforce. This pipeline is critical to making that change in these leadership positions. >> Yeah, it's really a critical time. And now we're coming to the end of this conversation. I want to ask you Teresa, what would be a call to action to everyone listening, both men and women since it needs to be solved by everyone to address the gender gap in the industry. >> I'd encourage to you to become an active sponsor. Research shows that women and minorities are less likely to be sponsored than white men. Sponsorship is a much more active form than mentorship. Sponsorship involves helping someone identify career opportunities and actively advocating for them in those roles, opening your network, giving very candid feedback. And we need men to participate too. There are not enough women in tech to pull forward and sponsor the high potential women that are in our pipelines. And so we need you to be part of the solution. >> Nishita, real quickly, what would be your call to action to everyone? >> I'd say, look around your teams, see who's on them and make deliberate decisions about diversifying those teams, as positions open up, make sure that you have a diverse set of candidates. Make sure that there are women that are part of that team and make sure that you are actually hiring and putting people into positions based on potential, not just experience. >> And real quickly, Lisa, we'll close it out with you. What would your call to action be? >> Well, it's hard to, but Nishita and what Teresa shared, I think were very powerful actions. I think it starts with us taking action at our own table, making sure you're driving diverse panels and hiring, setting goals for the company, having your board engaged and holding us accountable and driving to those goals will help us all see a better outcome with more women at the executive table and diverse populations. >> So I want to talk to you all about a pivotal moment in your career. It could have been a mentorship. It could have been maybe a setback in your career or maybe a time that you really took a risk and it paid off big, something that really helped define your career going forward. Curious what those moments were for you all in your career. Teresa, we'll start with you. >> Sure. I had a great sponsor and he was a white male by the way. He identified some potential in me when I was early in my career about five years in and he really helped pave the way for a number of decisions I made along the way to take different roles in the firm. I was at Deloitte, he's still in my life today. We get together a couple of times a year. And even though we're both retired from Deloitte, we still have that relationship and what that tell me was how to be a great sponsor. And so one of the most satisfying things I did in my career was when I finally got to the place where I was no longer reaching for the next rank of the ladder for myself, I got to turn around and pull through all of these amazing future leaders into roles that were going to help them accelerate their careers. >> What about you, Lisa? >> I think there's been many of those moments. One I'll speak about is having spin 20, 25 years in technology, I had spent my first career in department of defense, moved over to academia and then went to a high-tech firm on their IT side, really in hopes of getting the CIO role having been a CIO, I did not get the CIO role, and really had a decision to make. One of the opportunities that was presented to me was to move to the business side to run a $9 billion P&L on one of the core business units within the company. And of course, I was terrified. It was a very risky decision having never run a P&L before and not starting small going right to the billion dollar mark in terms of (laughs) what that would look like. And frankly decided to seize that opportunity and I've certainly learned in my career that those opportunities that really push you out of your comfort zone that take you down a really completely different path or where the greatest opportunities for growth and learning occur. So I did that role for three and a half years before coming into my current role back to a CIO role at Blue Shield of California in healthcare, and just a tremendous amount of learning, having been on the business side and managing a P&L that I now apply to how I engage with my partners at Blue Shield. >> I couldn't agree more. I think forcing yourself out of that comfort zone is so critical for learning and driving your career for sure. Nishita, what about you? >> Yeah, I agree. Lots of pivotal moments, but I'll talk about one very early in my career, actually was an intern and one of my responsibilities was to help research back then facial recognition technology. And I had to go out there and evaluate vendors and take meetings with vendors and figure out, all right, which ones do we want to actually test? And I remember I was leading a meeting, two of my kind of supervisors were with us. And I know I went through the list of questions and then the meeting kind of ended. And I didn't speak up at that point in time to kind of say here are the next steps or here's what I recommend. I kind of looked at my supervisors to do that. Just assuming they should be wrapping it up and they should be the ones to make a final decision or choice. And after that meeting, he came to me and he's like you know Nishita you did a really nice job in bringing these technologies forward but I wish you would have spoken up because you're the one who've done the most research. And you're the one who has the most background on what we should do next. Next time don't stand by and let someone else be your voice. And it was so powerful for me and I realized, wow, I should have more confidence in myself to be able to actually use my voice and do what I was asked to do versus leave it to someone else because I assumed that I was too junior or I assumed I didn't have enough experience. So that was really pivotal for me early in my career to learn how to use my voice. >> I'm really curious for you, Nishita. What drew you to the industry of data? What was something when you were young that drew you into that space? >> Yeah. So my background is actually in engineering and it's actually funny. It's an electrical engineering and I probably couldn't do another thermal dynamics equation to save my life anymore (laughs). But what drew me to technology was problem solving, right? It was all about how do I take a bunch of data and information and create a new solution, right? Whether it was, how do I create a device? I remember in college, right? Creating a device to go down stadium steps and clean, right? How do I take data for how this machine will interact with the environment in order to create it? So I always viewed it as problem solving and that's what has always attracted me into the field. >> That's great. So, Teresa, I'm curious, at what point did you feel that you really found your voice in your career, in yourself as a part of your professional life? >> Yeah. About 12 years into my career I started working as an M&A partner and I was working with a private equity firm along with their lawyers and other advisors, bankers and so forth. And what I realized in that situation was that I was the expert in what I did. And so, I mean, I found my voice before that in many other ways but that was sort of a moment where I felt like, "I'm here to deliver an expertise to this group of people. And none of them have the expertise that I have. And so I need to just stand firm in my shoes and deliver that expertise with confidence." So that was my example. >> That's great. Well, Lisa, what about you? What was that moment that you felt that you just found your voice kind of in your groove and that confidence kicked in? >> No, I don't know if it was exactly a moment but it was certainly a realization. Right out of college, I was working for the federal government in department of defense and certainly male dominated. And through that realized that to be heard, I had to become very good at what I do. So I built that confidence, frankly, by delivering results and capability and becoming an expert in the work, essentially the services that I provide. And when you become very good at what you do, regardless of what you look like, then people will start to listen. So I think it starts with delivering results. I think you have to build your confidence and through that you find to use your voice so that you are being heard, having worked in department of defense and academia and high tech, I've had to leverage that throughout my entire career ultimately for my voice to be heard, and to be represented within the roles that I was playing. >> That's great. I know one of the things that we've also talked about is just the value, the business value, the importance of having a diverse workforce and a diverse team and the value that that brings to the outcomes. What are some of your strategies to create those types of teams? What, as leaders in your company, you manage a team and what is your advice to them, your strategies to get a diverse pool of candidates and a diverse team. Nishita, what about you? >> I think it's looking beyond what the individual role is, right? So a lot of times we have a role description and you want these certain skills and so (indistinct), or you get a certain set of candidates. I think it's taking a step back and saying, "What are the objectives of my team? What am I trying to accomplish? What types of business acumen do I need on that team? What types of tech acumen, what types of personalities? Do I want people who know how to work with others and therefore bring them together? Do I need people who are also drivers and know how to get things done, right?" It's finding the right chemistry. We have a business chemistry, talk track around. We don't need all different kinds to make a really good team. So I think it's taking a step back and understanding what you need the makeup of your team to be, understanding the hard skills and the soft skills. And then thinking about what are all the sources you could really go to for them and being a little bit non-traditional and saying, "Do I need a full-time person all the time to do this job that's sitting here? Can I be more diverse in finding people from the crowd? Can I have part-time resources? Can I use different pieces and parts of the ecosystem to actually bring together the full team that represents the diversity?" It's just expanding our mind and stop thinking about a role to person, start thinking about it as the makeup of a team, to the outcome you desire. >> It's really about being creative and just thinking in new ways. Teresa, I'm super curious, since you sit on a bunch of different boards, what kind of strategies do you see companies taking to attract different talent? >> So I can address that from the board lens, for sure. And boards are probably one of the least diverse bodies in business right now, but that is changing, and for the better, obviously they were traditionally kind of white male dominated. And then we've had this wave of women joining boards. And now we're starting to see a wave of diverse individuals join boards. And with each person who's diverse that joins a board that I'm on, the dynamic of the discussion changes because they bring a different perspective. They bring a different way of thinking. They came from a different background or a different functional skillset or a different geography or you name, whatever element of diversity you want to see. We just added the head of Apple music to the service in our board. And so you might scratch your head and say, "Wow, the head of Apple music and an enterprise software company that is a B2B software company." But he thinks deeply about how the end user consumes in his case content and in our case software. And so he's able to bring just a completely different perspective to the discussion we have at the board table. And I think at the end of the day, that's what diversity is all about, is improving the outcome of whatever it is. If you're producing something or making important decisions like we do in board rooms. >> That's amazing. Lisa, real quickly, what are some of your strategies? >> Yeah. Well, we know diverse teams actually produce better business results. So there's no reason, there's absolutely no reason why we shouldn't think in that lens. I think it starts with our hiring and the makeup of our teams. I think it requires more than creativity though. You have to be very purposeful. I'm in the process of hiring four leadership positions on my team. And it's really to me, almost like a puzzle piece of diverse perspectives and knowledge and capabilities that come together that ultimately create a high performing team. But I can't tell you how many times I got to go back to HR and say, "I need to see more diverse talent. Are there any more women in the pool?" One of the things we've struggled, we have to get more women into the roles is, and we heard this from Sheryl Sandberg, as women, we feel we need to meet every qualification on an application. Whereas men, "I got a couple I'm good to go." And they throw their name in the hat. They take much more risk than we do as women. So we need to encourage our women to get out of your comfort zone. You don't need to meet every qualification. What Nishita was saying of thinking more broadly about what this role requires and the type of individual that we're looking for, but be purposeful in terms of driving to diversity as our end result. >> That is so true. What you just said. Thank you so much for sharing your insights. It's really interesting to hear all your strategies and thanks for sharing. >> And you're clear.

Published Date : Oct 28 2020

SUMMARY :

I am so excited to have three And Lisa, I'm going to start with you. really needs to embrace And I remember at the in the data science space, that in order to work with data, forward in the industry. the future of it, and how And leverage that data to ultimately drive So I think in the past 5 to 10 years and boys in the early elementary age about your thoughts on this. at the table to drive change to everyone listening, both men and women and sponsor the high potential women and make sure that you are actually hiring What would your call to action be? and driving to those goals that you really took a risk I finally got to the place and really had a decision to make. out of that comfort zone And I had to go out there that drew you into that space? in order to create it? that you really found And so I need to just that you felt that you and becoming an expert in the work, I know one of the things and know how to get things done, right?" companies taking to And so he's able to bring are some of your strategies? And it's really to me, It's really interesting to

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Sebastien de Halleux & Henry Sztul & Janet Kozyra | AWS re:Invent 2019


 

>>law from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Hey, welcome back. Everyone's two cubes. Live coverage I'm John for with the Cube were here reinvent date, too, as it winds down Walter Wall interviews two sets here. We want to think Intel, big sponsor of this, said we without Intel, we wouldn't have this great content. They support our mission at the Q. We really appreciate it. We're here and strengthen the signal the noise on our seventh reinvent of the eight years that they've been here. We've been documenting history, and we got a great panel lined up here. They got Sebastian to holler Who's the CEO? Sale Drone. Henry Stalls, Stool The VP of Science and Technology and Bowery Farming. Great use case around the food supply and Janet his era space weather scientists at NASA. The Kilo Physics division. We got a great lineup here. Great panel. Welcome to the Cube. Thanks for coming. Thank you. Okay. We'll start with you, Jen. And you're doing some super cool space exploration. You're looking at super storms in space. What's your story? >>Yeah, I work at NASA and NASA has in its mandate to understand how to protect life on Earth and in space from events like space, weather and other things. And I'm working with Amazon right now to understand how storms in space get amplified into super storms in space, which now people understand, can have major impacts on infrastructures head earth like power grits. >>So there's impact. >>There's a >>guy's measuring that, not like a supernova critical thing like >>that >>of, like, practical space. >>Actually, the idea that the perception of the world of the other risks of space weather changed dramatically in 1989 when Superstorm actually caused the collapse of a power grid in Canada and the currents flowing in the ground from the storm entered the power grid and it collapsed in 90 seconds. It couldn't even intervene. >>Wow, some serious issues. We want to get into the machine learning and how you guys are applying. But let's get through here, and we're doing some pretty cool stuff that's really important. Mission. Food supply and global food supply something that you're doing. What I think it might explain. >>Yeah, Bowery were growing food for a better future by revolutionizing agriculture. And to do that, we're building these ah network of large warehouse scale indoor farms where we go all sorts of produce indoors 365 days a year, using zero pesticides using hydroponic systems and led technology. So it's really exciting. And at the core of it is some technology we call the Bowery operating system, which is how we leverage software hardware in a I tow, operate and learn from our farm. >>I'm looking forward to digging into that Sebastian sale drone. You're doing some stuff you're sailing around the world. You got nice chance that you now tell your story. >>Sadly, no way. Use wind powered robots to study the 20% of the planet that's currently really data scarce. And that's the oceans on. So we measure things like biomass, which is how many fish down in the ocean. We measure the input of energy, which impacts weather and climate. We mapped the seabed on. We do all kinds of different tasks which are very, very expensive to do with few ships >>and to report now that climate change is on everyone's agenda, understanding potentially blind spots. Super important, right? >>That's what I'm trying to, You know, this whole question of if it's a question of what? When and what and how much. And so, you know, the ice is melting, the Gulf Stream is changing, and Nina is wrecking havoc. But we just do not understand this because we just don't have the data. In city, we use satellites where they have very low resolution. They cannot see through the water where you ships. No, has 16 ships he in the U. S. So we have to do better. We have to translate this into a big data problem. So that's what we're doing. We have 1000 sale drones on our plan with 100 water right now. And so we're trying to instrument old oceans all the time, >>you know, and data scales your friend because you don't want more data. Yes. Talk about what you're working on. What kind of a I in machine learning are you doing? You just gathering day. Then you're pumping it up to the cloud via satellites or what's going on there? >>One of the one of the use cases trying to understand you know who's out there. What are they doing? Another doing anything illegal. So to do this, you need to use cameras and look at the horizon and detect. You know whether you have vessels. And if those vessels are not transmitting the position, it means that they're trying to stay hidden on the ocean. And so we use machine learning and I that we train on on AWS to try to understand what where those things are. It's hard enough on land at sea. It's very hard because every pixel is moving. You have waves. The horizon is moving, the skies moving, the ship is moving. And so trying to solve this problem is a completely new thing that's called maritime domain awareness on, and it's something that has never been done before. >>And what's the current status of the project? >>So wave been live for about four years now we have 100 sail drones were building one a day towards the goal of having 1000 which we covered all the planet in a six by six degrees squares on. We are operationally active in the Arctic in the tropical Pacific. In the Atlantic. We just circumnavigated Antarctica, So it's the thing. That's really it's out there. But it's very far from from from land, >>So the spirit of cloud and agility static buoy goes away. You want to put the sale drones out there to gather and move around and capture. >>That's what the buoy is. You know, a massive steel thing, which has a full mile long cable, and it's it's headed to the silo in a fix stations one point and the ocean goes by. You having and robots means that you can go where you know something interesting is happening where you have a hurricane where you might have an atmospheric river where you might have a natural catastrophe or man made catastrophe. So this intelligence of the platform is really important in the navigation. That platform requires intelligence. And on the other side, getting 1000 times more data allows you to understand things better, just like Michael is doing. >>It isn't a non profit of four profit venture. >>It's a for profit company. So we said raw data a fraction of the cost of existing solution to try to create this kind of transformative impact on understanding what's happening >>that's super exciting for all the maritime folks out there because I love the ocean myself. Henry, you you're tackling real big mission. How using technology. I can almost imagine the instrumentation must be off the charts. What's your opportunity? Looked like? A tech perspective >>s o The level of control we have in our farms is really unparalleled. Weaken tune Just about every parameter that goes into growing our plans from temperature humidity Co Two light intensity day night cycles list keeps going on. And so to do Maur with fewer resource is to grow Maurin our farms. We're doing something called science a scale where we can pull different levers and make changes to recipes in real time. And we're using a I tow, understand the impact that those changes have and to guide us going from millions of different permutations. Trillions of permutations, really too. The perfect outdone >>converging. You jittery? Look at the product outcome. You circle that dated back is all on Amazon >>way. Do operate on Amazon. Yeah, and we're using deep learning technology to analyze pictures that come from cameras all over our farms. So we actually have eyes on every single crop that grows in our facilities and So we process those, learn from the data and and funnel that back into the >>like, Maybe put more light on this or do that kind of make a just a conditions. Is that that thing? That's >>exactly it. And we grow lots of different types of plants. We grow butter, head lettuce, romaine, kale, spinach, arugula, basil, cilantro. So there's a lot of different things we grow, and each of them require different, different little tweaks here and there. Toe produced over the best tasting and most nutritious product. >>That's cool, Janet Space. Lastly, on one inspection, we're gonna live on Mars someday. So you might be a weather forecaster for what route to take to Mars. But right now, the practical matter is Israel correlation between these storms. What kind of data problem are you looking at? What is the machine learning? What are some of the cool things you're working on? >>It? We have a big date, a problem because storms of that magnitude are very rare. So it's hard for us to find enough data to train a I we can't actually train a we have to use, you know, learning that doesn't require us to train it, but we've decided to take the approach that these super storms are like anomalies on the normal weather patterns. So we're trying to use the kind of a I that you used to detect anomalies like people who are trying to break into to do bank fraud or, you know, do a Web server tax. We use that same kind of software to tryto identify anomalies that are the space weather and look at the patterns between sort of a normal, more of a normal storm and a space with a huge space weather event to see how they patterns. Comparing how you're amplifying the regular storm into this big Superstorm activity. >>So it sounds like you have to be prepared for identifying the anomaly. See you looking at anomalies to figure out where the anomaly might be ready to be ready to get the anomaly. >>Yeah, you look at the background, and then what sticks out of the background that doesn't look like the background is is identified as the anomaly. And that's the storms that air happening, which are quite rare, >>all three of you guys to do some real cutting edge cool projects. I guess my question would be for the folks that are putting their toe in the water for machine learning. They tend to be new use cases like what you guys are doing, whether it's just a company tryingto read, factor themselves or we become reborn in the cloud ran legacy stuff. When you hear it, Amazon reinvent. This is the big question for these folks that are here. You guys are on the front end of a really cool projects. What's your advice that the people are trying to get in that mindset? >>So I think I think you know the way the way to think about this is if you're good at something and if you think you have the solution for something, how can you make that a 1,000,000 times more efficient? And so the problem is, there's just not enough capacity in the world, usually to treat data sets that a 1,000,000 times larger. And this is where machine learning should be thought about it as an extension of what humans really good at using a pair of eyes, ears or whatever or the sense. And so in our case. For example, counting fish acoustician, train acoustician, look at sonar data and understand schools of fish and can recognize them. And by using this knowledge base, we can train machines to do this on a much grander scale. And when you're doing a much grander scale, you derive. Ah, holding tight to >>your point is that humans are critical. I'm the process. So scaling the human capabilities and maybe filling in another scale issues or >>that's what a machine learning is. It's the greatest enabler of our time. It enables us to do things which are impossible to do before because we just didn't have enough people to do them at scale. >>AKI is being able to ask questions, right? And so if you have the questions to ask, you can apply this technology in a way that's never really been before possible. >>You're Jake. >>Yeah, I am actually someone who didn't know anything about a Ira ml when I started. I'm on. I'm a research scientist. That space weather. So coming into this, I'm working with E m L Solutions Lab here and putting a I experts with with experts and space brother we're getting we're doing things that are gonna give us new advances. I mean, We're already seeing things we didn't know before. So I think that if you partner with people who really have strong a I knowledge, you can use your knowledge of science to really get to the really important issues. >>Okay, I have to ask the final lightning round question. What is the coolest thing that you've done with your project that you've either observed implemented? That is super cool. Super cool. What's the coolest thing >>well in in terms of us were using anomaly detection to identify storms and in the first round through it actually identified every single Superstorm, which was not the major super storms, but it did. But it also started identifying other anomalous events, and when you went looked at him, they were anomalous events. So we're seeing things. It's picking out the weird things that are happening in space weather. It's kind of exciting and interesting. >>I worked for a day with you. I would love to just leave these anomalies every what's the coolest thing that you've seen or done with your project? >>I think the fact that we've built our own custom hardware own camera systems, uh, and that we feed those through algorithms that tell us something about what's happening minute by minute with plans as they grow to see pictures of plants minute by minute, they dance and it's truly it's It's remarkable. >>Wow! Fascinating Machin >>We've counted every single fish on the West Coast, the United States, every single air from Canada to Mexico. I thought I >>was pretty >>good. I didn't think it was possible. >>Very cool. But what's the number? >>Yeah, If I could tell you, I would. But I'm not allowed to tell you the jam. >>And you know where the salmon are, where they're running all that good stuff. Awesome. Well, congratulations, You guys doing some amazing work is pioneering a great example of just what's coming. And I love this angle of making larger human impact using technology. Where you guys a shaping technology for good things. Really, really exciting. Thanks for coming on, John Kerry. We're here live in Vegas for re invent 2019. Stay with more coverage. Day three coming tomorrow back with more After this break, when a fake intel for making it all happened presented by Intel Without their sponsorship, we wouldn't be able to bring this great content. Thanks for watching

Published Date : Dec 5 2019

SUMMARY :

Brought to you by Amazon Web service We're here and strengthen the signal the noise on our seventh reinvent of the eight And I'm working with Amazon right now to of the other risks of space weather changed dramatically in 1989 when Superstorm We want to get into the machine learning and how you guys are applying. And at the core of it is some technology we call the Bowery operating system, You got nice chance that you now tell your story. And that's the oceans on. and to report now that climate change is on everyone's agenda, understanding potentially has 16 ships he in the U. S. So we have to do better. What kind of a I in machine learning are you doing? One of the one of the use cases trying to understand you know who's out there. We are operationally active in the Arctic in the tropical So the spirit of cloud and agility static buoy goes away. And on the other side, getting 1000 So we said raw data a fraction of the cost of existing I can almost imagine the instrumentation And so to do Maur with fewer resource is to grow Maurin Look at the product outcome. So we actually have eyes on every single crop that grows in our facilities Is that that thing? So there's a lot of different things we grow, What are some of the cool things you're working on? a we have to use, you know, learning that doesn't require So it sounds like you have to be prepared for identifying the anomaly. And that's the storms They tend to be new use cases like what you So I think I think you know the way the way to think about this is if you're good at something and if you think you have the So scaling the human capabilities are impossible to do before because we just didn't have enough people to do them at scale. And so if you have the questions to So I think that if you partner with people who What is the coolest thing that and in the first round through it actually identified every single Superstorm, seen or done with your project? uh, and that we feed those through algorithms that tell us something about We've counted every single fish on the West Coast, the United States, every single air from Canada I didn't think it was possible. But what's the number? But I'm not allowed to tell you the jam. And you know where the salmon are, where they're running all that good stuff.

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Dean Henry, American Express | Coupa Insp!re EMEA 2019


 

from London England it's the cube covering Koopa inspire 19 Mei brought to you by Koopa hey welcome to the cube Lisa Martin on the ground in London at Koopa inspire 19 very pleased to welcome to the cube for the first time we have Dean Henry the EVP of business financing and supplier management from American Express Dean welcome to the cube thank you happy to be here so let's talk about payments we those of us in our date lives as consumers the b2c transactions are so easy these days right you can transact from your phone from your watch it's we're doing everything we're paying bills we're buying things yet in the b2b space business payments haven't had as rapid as innovation as we seen on the on the consumer side talk to me a little bit about the business-to-business payments industry from MX's perspective before we get in to what you guys are doing with Cooper yeah well first comment on on the innovation you're absolutely right the innovation that's happening and retail payments hasn't made its way to b2b payments I think that's mostly a function of you know a consumer having the ease to try something new download an app and and change the way that they transact a bit at a store but with with whomever they're paying whereas a big business has a lot of processes that drive their their business spend and the way that they manage it and systems and you know as we're here talking with Koopa today you know the the processes that they automate and that they bring are critical to you know making payments happen and because because of that there's just barriers to entry that make make b2b payments harder to mirror the speed that you see in the retail side that said there's a lot of exciting things happening you know b2b payments is a hundred and twenty seven trillion dollar market globally it's a big profit pool that a lot of players are innovating in and when you look into the landscape and you consider who's playing out there you know there's traditional big banks that have been sort of the stalwarts of Global Payments there's obviously a large and grow and growing FinTech community with new companies every day that are in the media offering new capabilities to to clients and then there's players like American Express and I think we're actually uniquely positioned in that landscape with not too many exactly like us and when you look at you know the big banks and some of the challenges that they have when I talk to our customers about fees and and you know processes that take a while or money that moves with with relative uncertainty in terms of how much is actually going to show up and the beneficiaries account based on lifting fees as money moves between banks and then you look at the FinTech community that's new innovative solutions but you're not sure that they're always going to be around you know after the next funding cycle I think we're we're trying to play an in the middle where were a great alternative to the FinTech community we're a global platform for payments we're a global platform for lending so we can really do all the things that a FinTech can do all the things that a bank can do in many instances and and do that with the brand and the certainty that is a max and so we're excited about the space and we're investing a lot of time and energy and and partnering where we need to in order to make sure our customers can transact where they want us to to help them facilitate commerce right that point of enabling a customer to transact where they want what influences are you is the American Express seeing and being able to infuse into your partnerships from the consumer side from that consumer who buy something with a click or a swipe on Amazon and wants to be able to do something similar in their business day job tell me about the influence that American Express is seeing and what that position that you just subscribe is allowing you guys to say all right this is a direction that we're gonna go and because we know yeah I need to meet you mr. customer where you are right what look I think part of it is is demographics to be perfectly honest if you look at Gen Y and Gen Z they're they're more of the decision makers in today's management they will be even more tomorrow's management and so they to your point have that expectation that their business life shouldn't be that much more complex in their personal life so so what we're trying to do is find the partners that have the best user experience and make sure our solutions work seamlessly there that's step one that's that's what we're doing here with Koopa step two is we're also trying to make sure that our capabilities on on Amex a digital real-estate works just it just as easily as our retail side of our business and we're we're doing that you know with a with the unifying principles and American Express which is you know the trust and the service and the brand that that we offer to our clients but then also the the merchant rewards so there's a rich history of of American Express providing a differentiated value proposition with the credit card rewards that that exists and we take take that capability into our our business relationships and make sure that it's a value add to those customers that want it so let's talk about what American Express is doing with Kupa what was it just announced with Koopa pay so yeah Koopa pay you know I was impressed by the stats that Rob put up there they're they're growing quickly and we want to be part of it we're a candidly following the requests of our clients who want American Express as a payment option inside the Koopa pay we offer a tremendous value prop inside of Koopa pay the data that flows with a payment the data that we're able to collect that differentiates us from our competition helps our our clients reconcile their payments eliminate the paper realize the efficiencies that that Koopas clients are excited about and so we're they're simply enabling American Express to be a payment option and my hope and I think Koopas hope is that that's step one of a partnership and and will be able to do more together to serve our collective clients so this is enabling American Express of virtual cards be available as a payment option within Kupa pay yes and what is a virtual card so virtual card is is a virtual credit card number it can be a one-time use or a multi-use okay and you know our our clients use it for several different reasons you know buyers of of goods use a virtual card in order to make the payment of a supplier easier to get more data along with the transaction so that they can reconcile a payment to a purchase order and to associated invoices the suppliers get benefit as well and in that they to get enhanced data to reconcile payment that they receive on their end there's also working capital benefit in that if if a buyer chooses to pay early an invoice we can extend financing and pay the the supplier earlier so that they have more working capital to operate their business and so so it's a real balanced value prop where both parties are realizing value is this going to enable a buyer to have benefits like increased security with the way the virtual card works yeah what increased security and so far as a virtual card isn't is encrypted the fact that you know American Express stands behind all of our card payments with our brand and our promise that differentiates from you know a traditional bank payment you know ACH and other other low value clearings that don't have those guarantees along with it and so so that is a big differentiator but but I think candidly the the biggest benefit our clients see is the enhanced data and the working capital I think that's where we're trying to enrich both sides of the transaction give more data to enable the automation that's happening in the industry and extend credit so that businesses can operate more efficiently and and and by the things that they need to buy and hire the people they need to hire is this also something that will give suppliers and buyers more visibility you talked about enhanced data well they now have more visibility over buyers like different supplier options or suppliers with different ways that they can get paid so certainly enhance visibility on on when a suppliers getting paid and relative to the invoice date and what we're trying to do is work with Koopa and work with our partners around well how do we enhance the data so that so that as you know Koopa talks about the community of suppliers that their buyers utilize how can we be part of that how do we support the buyers and making decisions the suppliers and utilizing American Express as a as a source to be a verified business that has gone through all the legal legal checks that are required in commerce and bringing both of those capabilities to to do a transaction on the Koopa Network one of the stats that Rob mentioned this morning and love stats I really geeked out over them I don't know why you say there's five million plus suppliers on the Koopa platform is that an advantage that American Express sees to help extend the footprint of your virtual cards absolutely I what I'm candidly more excited about is the millions and millions of suppliers that are on the American Express network and that's an asset that I see personally as something that we can work with with Koopa and other partners to bring you know the businesses that are already verified that are on our network that we personally talk to every you know every year and bring those verified profiles to the commerce networks like Koopa so that it's easier to transact on Koopa if you have an American Express card got it and then last question for you is if we look at this partnership what was announced today this is launching in the UK and Australia first and then you'll roll it up more globally can you tell me a little bit about why those two regions yeah one that's going to be available for customers to use so so the honest answer is we wanted to be fast to market and quick and quick out to our customer base the UK and Australia are two very important geographies for us so we're launching first in those places by the end of the year and then looking at rolling out in the US and early 2020 and then from their expanding alongside excellent well Dean thank you for joining me on the cube this afternoon sharing what's new with Amex and Cooper we appreciate your time thank you so much really happy to be here excellent for Dean Henry I'm Lisa Martin you're watching the cube from Cooper inspire London 19 thanks for watching [Laughter]

Published Date : Nov 7 2019

SUMMARY :

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Dean Henry, American Express | Coupa Insp!re EMEA 2019


 

(upbeat music) >> Announcer: From London, England, it's theCUBE. Covering Coupa Inspire'19 EMEA. Brought to you by Coupa. (gentle music) >> Hey, welcome to theCUBE. Lisa Martin, on the ground in London, at Coupa Inspire'19. Very pleased to welcome to theCUBE for the first time, we have Dean Henry, the EVP of Business Financing and Supplier Management from American Express. Dean, welcome to theCUBE. >> Thank you, happy to be here. >> So let's talk about payments. Those of us in our day lives as consumers, the B2C transactions, they're so easy these days, right? You can transact from your phone, from your watch. We're doing everything. We're paying bills, we're buying things. Yet in the B2B space, business payments haven't had as rapid as innovation, as we've seen on the consumer side. Talk to me a little bit about the business-to-business payments industry from AMEX's perspective, before we get in to what you guys are doing with Coupa. >> Yeah well, first comment on the innovation you're absolutely right. The innovation that's happening in retail payments, hasn't made it's way to B2B payments. I think that's mostly a function of a consumer having the ease to try something new. Download an app, and change the way that they transact a bit at a store. Or, a bit with whomever they're paying. Whereas, a big business has a lot of processes that drive their business spend. And the way that they manage it, and systems. As we're here talking with Coupa today, the processes that they automate, that they bring, are critical to making payments happen. Because of that, there's just barriers to entry, that make B2B payments harder to mirror the speed, that you see in the retail side. That said, there's a lot of exciting things happening. B2B payments is a $127 trillion market globally. It's a big profit pool that a lot of players are innovating in. And when you look into the landscape and you consider who's playing out there. There's the traditional big banks, that have been sort of the stalwarts of global payments. There's obviously a large and growing fintech community, with new companies everyday that are in the media, offering new capabilities to clients. And then there's players like American Express. And I think we're actually uniquely positioned in that landscape, with not too many exactly like us. And when you look at the big banks and some of the challenges that they have. When I talk to our customers about fees, and processes that take awhile. Or money that moves with relative uncertainty, in terms of, how much is actually going to show up in the beneficiary's account, based on lifting fees, as money moves between banks. And then you look at the fintech community. That's new innovative solutions, but you're not sure that they're always going to be around, after the next funding cycle. I think we're trying to play in the middle. Where we're a great alternative to the fintech community. We're a global platform for payments. We're a global platform for lending. So we can really do all the things that a fintech can do. All the things that a bank can do, in many instances. And do that with the brand, and the certainty, that is AMEX. So we're excited about the space. And we're investing a lot of time, and energy. And partnering where we need to, in order to make sure our customers can transact where they want us to help them facilitate commerce. >> Right, that point of enabling a customer to transact where they want. What influences are you, is American Express, seeing and being able to infuse into your partnerships, from the consumer side? From that consumer who buys something with a click, or a swipe on Amazon, and wants to be able to do something similar, in their business day job. Tell me about the influence that American Express is seeing. And what that position that you just described, is allowing you guys to say, all right this is the direction that we're going to go in. Because we know we need to meet you, Mr. Customer, where you are. >> Right, well look I think part of it is demographics to be perfectly honest with you. Look at Gen Y, and Gen Z. They're more of the decision makers in today's management. They will be even more in tomorrow's management. And so they, to your point, have that expectation that their business life shouldn't be that much more complex, than their personal life. So, what we're trying to do is find the partners that have the best user experience. And make sure our solutions work seamlessly there. That's step one, that's what we're doing here with Coupa. Step two, is we're also trying to make sure that our capabilities on Amex, a digital real estate works just as easily as a our retail side of our business. And we're doing that with the unifying principles of American Express, which is the trust, and the service, and the brand that we offer to our clients. But then, also the merchant rewards. So there's a rich history of American Express providing a differentiated value proposition, with the credit card rewards that exist. And we take that capability into our business relationships, and make sure that it's a value add to those customers that want it. >> So let's talk about what American Express is doing with Coupa. What was just announced with Coupa Pay? >> So yeah, Coupa Pay, I was impressed by the stats that Rob put up there. They're growing quickly, and we want to be part of it. We're candidly following the requests of our clients who want American Express, as a payment option inside Coupa Pay. We offer a tremendous value prop inside of Coupa Pay. The data that flows with a payment, the data that we're able to collect, that differentiates us from our competition. Helps our clients reconcile their payments, eliminate the paper, realize the efficiencies that Coupa's clients are excited about. And so, we're there simply enabling American Express to be a payment option. And my hope, and I think Coupa's hope, is that that's step one of a partnership. And we'll be able to do more together, to serve our collective clients. >> So this is enabling American Express virtual cards to be available as a payment option, within Coupa Pay? >> Dean: Yes. >> And what is a virtual card? >> So a virtual card is a virtual credit card number. It can be a one-time use, or multi-use. >> Okay. >> Our clients use it for several different reasons. Buyers of goods use a virtual card, in order to make the payment of a supplier easier. To get more data, along with the transaction, so that they can reconcile a payment to a purchase order, and to associated invoices. The suppliers get benefit as well. In that, they too get enhanced data to reconcile a payment, that they receive on their end. There's also working capital benefit. In that, if a buyer chooses to pay early an invoice, we can extend financing, and pay the supplier earlier. So that they have more working capital to operate their business. So it's a real balanced value prop, where both parties are realizing value. >> Is this going to enable a buyer to have benefits, like increased security, with the way the virtual card works? >> Increase security, in so far as a virtual card is encrypted. The fact that American Express stands behind all of our card payments, with our brand and our promise. That differentiates from a traditional bank payment. You know ACH, and other low value clearings, that don't have those guarantees along with it. So that is a big differentiator. But I think candidly, the biggest benefit our clients see is the enhanced data, and the working capital. I think that's where we're trying to enrich both sides of the transaction. Give more data to enable the automation that's happening in the industry. And extend credit, so that businesses can operate more efficiently. And buy the things they need to buy. And hire the people they need to hire. >> Is this also something that will give suppliers, and buyers, more visibility? You talk about enhanced data. Will they now have more visibility over buyers, like different supplier options? Or suppliers, with different ways that they can get paid? >> So certainly, enhanced visibility on when a supplier is getting paid. And relative to the invoice date. And what we're trying to do is work with Coupa, and work with our partners around, well how do we enhance the data so that as Coupa talks about the community of suppliers, that their buyers utilize. How can we be part of that? How do we support the buyers in making decisions? The suppliers in utilizing American Express as a source to be a verified business, that has gone through all the legal checks, that are required in commerce. And bring both of those capabilities, to a transaction on the Coupa network. >> One of the stats that Rob mentioned this morning. I love stats, I really geek out over them, I don't know why. He said there's five million plus suppliers on the Coupa platform. Is that an advantage, that American Express sees, to help extend the footprint of your virtual cards? >> Absolutely, what I'm candidly more excited about is the millions, and millions, of suppliers that are on the American Express network. And that's an asset that I see personally, as something that we can work with Coupa, and other partners, to bring the businesses that are already verified. That are on our network, that we personally talk to every year. And bring those verified profiles to the commerce networks, like Coupa, so that it's easier to transact on Coupa, if you have an American Express card. >> Got it, and then last question for you is if we look at this partnership, what was announced today, this is launching in the UK and Australia first. And then, you'll roll it out more globally. Can you tell me a little bit about why those two regions? When that's going to be available for customers to use? >> So the honest answer is we wanted to be fast to market, quick out to our customer base. The UK and Australia, are two very important geographies for us. So we're launching first in those places, by the end of the year. And then, looking at rolling out in the US in early 2020. And then, from there expanding alongside Coupa globally. >> Tell me, as we're sitting here in London. Some of the interesting things going on, it's a lot of geopolitical challenges. Everybody knows about Brexit, and the election coming up, on the 12th of December. Tell me a little more about the UK market for American Express. What were some of the market dynamics that Amex said, hey there's an opportunity here for, I'll use a word that Coupa uses, acceleration, like accelerated time to market. Give me a little more about that. >> Yeah I mean candidly, like the geopolitics haven't really played into our launch. But the UK has been a strong market for Amex, for a very, very long time. Brighton, where we have a very big presence with the local football team in Brighton. That's just a metaphor for the broader extension, and client base, and employee presence that we have here. And so we wanted to make a big partnership announcement, in an important place. And the UK felt like the right market to do it in. >> Excellent, well Dean thank you for joining me on theCUBE this afternoon. Sharing what's new, with Amex and Coupa. We appreciate your time. >> Thank you so much. I'm really happy to be here. >> Oh excellent. For Dean Henry, I'm Lisa Martin. You're watching theCUBE, from Coupa Inspire London '19. Thanks for watching. (gentle music)

Published Date : Nov 6 2019

SUMMARY :

Brought to you by Coupa. Lisa Martin, on the ground to what you guys that are in the media, that you just described, that have the best user experience. is doing with Coupa. The data that flows with a payment, So a virtual card is a virtual So that they have more working capital And extend credit, so that businesses that they can get paid? so that as Coupa talks about the community One of the stats that are on the American Express network. When that's going to be available in the US in early 2020. Some of the interesting things And the UK felt like the right with Amex and Coupa. I'm really happy to be here. Thanks for watching.

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Henry Canaday, Aviation Week and Space Technology & Scott Helmer, IFS | IFS World 2018


 

>> Announcer: Live from Atlanta, Georgia, it's theCUBE, covering IFS World Conference 2018. Brought to you by IFS. >> Welcome back to theCUBE's live coverage of IFS World Conference here in Atalanta, Georgia. I'm Rebecca Knight, your host along with my co-host, Jeff Frick. It is late in the day here, the reception is about to start, the drinks are flowing, but we are still interviewing guests, and we've got a great panel right now. Joining us is Scott Helmer. He is the Senior Vice President at the Aviation and Business Defense Unit at IFS, and Henry Canaday, who is a contributing editor at Aviation Week. Thank you both so much for joining us. >> Thanks for having us. >> I wonder if you could walk our viewers a little bit through the idea, where does aviation and defense sit within the IFS business strategy? >> I'm happy to answer that. I think our new CEO of IFS, Darren Roos, has been very clear that there are three things that IFS will be best at. Number one, we will be best at mid-market ERP in those vertical markets that we care about. We will be number one in field service management. And we will be number one in maintenance management solutions in aviation and defense. So aviation and defense is one of the pillars on which IFS's strategy is currently based, and we have formed a global business unit inside of IFS that is specifically responsible, it's a 300 person strong team that is responsible for distributing a comprehensive portfolio of A and D solutions to the A and D market globally. >> What are the some of the biggest challenges that you're setting out to solve for your customers? >> Also a good question. We address the full range of management solution capability across A and D. So whether you're an operator in commercial or defense sector, or whether you're an inservice support provider, we provide solutions and support, all of your MRO capabilities, some of your performance-based logistics requirements, some of your supply chain requirements. Basically leveraging the core processes that IFS is differentiated around. Those being manufacturing, asset and service management, supply chain and project management. >> What's special about aviation and defense that's not been marketed or service delivery, which captures a lot of industry verticals, but the fact that you guys got carved out as a separate vertical, what are some of those unique challenges? >> What is chiefly unique about aviation and defense is the overall complexity in the marketplace. You're talking about very very complex capital intense of mobile assets, where managing the maintenance obligations in order to maintain the availability of the aircraft is under the scrutiny of compliance and is required to be done efficiently, without compromising safety. >> Not to mention the fact, your assets are flying all over the world, so they might not necessarily be able just to roll into the maintenance yard at the end of a bad day. >> And they're large and expensive, that's for sure. >> (laughs) Large and expensive. >> Henry, you've been covering the aviation industry for more than 20 years now. What do you see as the biggest trends, biggest concerns that a company like IFS is trying to grapple with right now, in terms of servicing its clients? >> Well the interesting thing about the airline industry is that it technically in many areas it's extremely advanced and very fast moving industry. In selling tickets, the industry has been going through a continual IT revolution for the last 20 years. Things like giving you notices about when your planes arrive and stuff like that. Very fast moving, changing all the time. But this is stuff, it's just money. There's no safety involved, so they can take chances, if they get it 99% right, they make enough money, they can solve the one percent errors. The problem with maintenance is it's messy, it's complex as Scott says. It's also safety critical. They can't screw it up one tenth of one percent of the time. They've been very, very cautious and very, very slow, and they look sluggish and stagnant on the maintenance side. But fortunately, now, especially the U.S. airlines are making some good money, so there's actually an opportunity for companies like IFS to come in here and really reform the maintenance program. >> We cover a lot of autonomous vehicle shows. Autonomous vehicles are coming. Obviously, a big element of autonomous vehicles will ultimately be safety. One of the things that comes up over and over again, if you look at the number of accidents, the fatalities that happen on our streets, compared to what happens in aviation, if a week on the streets happened at a week in the aviation industry, the planes would be shut down. >> Scott: There'd be no aviation. >> The threshold that you guys have to achieve in terms of safety is second to none. I don't know if there's anything even close, especially in terms of volume of people, and then, oh by the way, everyone globally is getting richer, so the amount of passenger flow. I don't know if you can speak to that in terms of the growth of passenger miles, I imagine is the metric, continues to explode. >> You've had basically 18 straight years without a fatal crash by a major American airline. That's unheard of, that's unheard of. We used to have one crash a year up till around 2000. Every time somebody annoys me with customer service in an airline, I think of this, they're doing the important stuff right, so I don't care. (laughs) >> Very well. >> Right. >> And, then do you think the efficiency, right? At least here domestically, I always think of Southwest, 'cause they were the first ones that really had fast turns, and they raced to the gate, they raced back out of the gate, in terms of really trying to get the maximum efficiency out of those assets. The pressure there, in translating to the other airlines is pretty significant to make sure you're really getting a high ROI. >> That's absolutely right. Again one of the levels of complexity that we were discussing. Certainly airlines are being forced to finally introduce some change into their maintenance operations, as the increasingly complex assets are part of the re-fleeting, as that faster traffic continues to grow. It's about both achieving greater efficiency in maintenance operations, not only without compromising safety, but ensuring the availability of that asset. Because revenue dollars still matter greatly, and those assets are your revenue producing assets that an airline has. >> Can you describe your approach in terms of of how you work together with your clients, the airlines, in terms of developing new products and new features. >> One of the unique characteristics about aviation and defense is not only the size of the client, but the length and duration of the relationships. So, we have a long and rich history, both at IFS and through the acquired MXI technologies, of working with our partners in their programs over the very long term. As much as we have domain expertise and a sizable team of domain experts inside of our business, we're able to recognize our partners that are visionaries in the industry, and we have established multiple levels of collaboration to involve them in the shaping of solution capability to support their businesses going forward. We are just launching today two new planning applications that were not only being launched with American Airlines and LATAM Airlines respectively, but were co-developed with subject matter experts at each. So they're tremendously valuable inputs into shaping our vision of what solutions are going to best drive business value for our customers over a very long relationship horizon. >> So, what have you unpack at MXI acquisition, what did that give you that you didn't have before and what's the total solution now? >> Certainly, I joined IFS through the MXI acquisition. I was previously it's Chief Operating Officer. MXI was focused on best of breed MRO capability for both defense and service port providers, as well as commercial airlines. In combining with IFS, that had a rich history in A and D, we now have the most comprehensive solution portfolio available on the market today. We are the only vendor that can provide best of breed capability, integrated into an end to end enterprise landscape, and we've got the team of subject matter experts or domain experts that are capable of delivering that value, not just the product, but the solution to the customers across all the segments of A and D. >> Just to be clear, your defense is more than aviation. I saw a military truck over on the expo hall, so it's assets beyond just airplanes when it comes to defense. >> Correct, we support on the defense side of things. We support multiple platforms, whether they're fighter jets, whether they're cargo carriers, whether they tanks, whether they're ships, we support for the operators, the offset optimization, performance based logistics, security, et cetera. For the in-service port providers, we similarly support supply chain requirements, MRO requirements, et cetera. >> Henry, as you look forward, you've been covering this space for a while, what are some big, new things coming down the road in the aviation industry that we should be looking for, 'cause we haven't seen a lot of big things from the outside looking in. I guess we had the next generation fighter planes, and then we had obviously the A380 and the 787 on the commercial side. What's new and coming that you're excited about? >> Well, technology changes slowly in commercial aviation, because of the safety aspect. The big, new things are the new aircraft, the 787 and the A350. They are really new generation aircraft, lot more composites, plastics if you will. They're using that instead of aluminum. The other things that's happening is additive manufacturing, this whole printing parts. That's real big, and I've been telling everybody the new Boeing 787 has two printed parts, one made by GE, $120 billion a year. The other made by a company called Norsk Titanium, with 140 people coming out of Norway, which is not exactly the center of innovation in aerospace programs. >> Jeff: With a printed part, like a 3D printed part? >> Yeah a printed part. Those are the two big changes in the aircraft. I mean, customers aren't going to see it, but these planes are now made largely of plastics and the metal parts are going to be more and more printed. Much more efficient way, lighter aircraft, less fuel use, more efficient, less environmental effects, etc. That's a big deal. More important than a huge airplane. >> Right, well I can imagine, we hear about the impacts of 3D printing. I haven't really seen it yet, but this vision where your ability to print parts on demand will have significant impacts on supply chains and inventory and huge, huge impacts down the road. >> And the airline industry is the most demanding. They've go to go through really massive proofs of concept and proof of materials, and it's starting to happen. >> Henry, what would you say is the most important area that IFS should focus on. If they can solve one problem in the airline industry, what do you think it should be? >> Availability would be one. Just aircraft availability, that's what. The airlines are concerned about two things. Dollar cost per flight hour to maintain and what they call a technical dispatch reliability. They want to get that plane launched 99.99% of the time. Get rid of the unpredictive maintenance problems. Schedule everything, make it quick, I want to get the planes off on time. >> It's amazing that unscheduled maintenance, regardless of industry, still continues to be such a bug-a-boo to productivity and profitability. It's one of these things that just has huge impact. >> I would completely agree with Henry. I think asset availability is the number one focus for commercial operators. Our focus has certainly been around trying to remove the impacts of unscheduled maintenance. One of the applications that we launched today allows you to react very, very quickly to unplanned or unscheduled maintenance events, and to do some what-if modeling, so that you can implement the best plan for your fleet, in order to maximize the availability of that asset. Not just in terms of bolstering or producing a better plan. We're attempting to do that even with line planning, where we're adjusting the traditional planning perimeters away from what must be done to what should be done in order to maximize the availability of that aircraft. Of course, as Henry said, everybody's focused on faster, tighter turnaround times. All of our software is designed to try and drive tighter turnaround times and greater efficiency. >> What percentage is scheduled versus predictive versus prescriptive? Maintenance. >> I think it varies by airline. The great majority of maintenance is scheduled, I mean, there's no doubt about that. They put these aircraft down for a week or a month. It's a massive amount of money. It's not the amount of maintenance, it's when unscheduled maintenance happens, it really throws things off. It may only be one or two percent of the maintenance tasks are unscheduled, but that's what throws the aircraft off the schedule. That's what leaves passengers sitting in the departure lounges, ticked off. Not getting there till the next day or the next week, whenever, so it's a very, very small percentage, these unscheduled maintenance events, but it's crucial to the airlines' economics. >> Exactly. Crucial to our itineraries, as well, as the economics. Exactly. >> Making sure that the airlines continue to do what they do best, which is get us from place A to place B. >> Precisely. Well, Scott Henry, thank you so much, it's been a really fun conversation. >> I enjoyed being here, thank you. >> Jeff: Thank you. >> Thanks, Henry. >> Thanks. >> We will have more from theCUBE's live coverage of IFS World Conference just after this. (digital music)

Published Date : May 1 2018

SUMMARY :

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Nathalie Henry Riche, Microsoft Research | WiDS 2018


 

(light electronic music) >> Announcer: Live from Stanford University, in Paolo Alto, California, it's theCUBE. Covering Women in Data Science Conference, 2018. Brought to you by Stanford. >> Welcome back to theCUBE, I'm Lisa Martin. At Stanford University, we're here for the third annual Women in Data Science Conference. #WiDS2018, check it out, be part of the conversation, WiDS is in it's third year, but it's aiming to reach about a hundred thousand people this week alone. There's 177 regional WiDS events in 53 countries. This event here, the main event at Stanford, features key notes, technical vision talks, a career panel, and we're excited to be joined next by Dr. Nathalie Henry Riche. I did that in French. >> Yes. (laughs) Who is a researcher at Microsoft, and Natalie, first of all, welcome to theCUBE. >> Thank you, I'm really thrilled to be here. >> Yeah, you gave a technical vision talk on data visualization, and data driven's story telling. Share with our audience, some of the key messages, that the WiDS audience heard from you earlier today. >> Well, I guess, I gave two main messages. The first one is, that a visualization has two superpowers. >> Lisa: Superpowers? >> Superpowers. >> Tell me girl. The first one is enable you to kind of think about your data in a new way. So, just kind of form hypothesis, and answer questions you didn't even know, you had by your data. So, that's the first one. The second super power, is it's really useful to communicate information, and communicate with a large audience. Visualization helps you, kind of convey your point with data, to back it up. So, that's kind of the short one minute. >> I love that, super super hero, super power. So, WiDS is, as I mentioned at the intro, in its third year, and reaching, it's grown dramatically in such a short period of time. This is your first WiDS, and your first WiDS you are a speaker. What was is that attracted you to WiDS, and you went, yes I want to give some of my time to this, and come down from Seattle? >> Well, so I'm French originally, and my studies I did at engineering school, and it was one of three out of 300 men, right? >> Wow. >> So, I was requested a lot for women in computer science, and engineering. So, I actually really like it. Just meeting all of those people, talking about, you know, trying to bring more women in. Part of the job I'm doing is very creative, so, we're trying to come up with new ideas for visualization. I think having, you know, a wide range of people adds to the mix, and we get so many more exciting ideas. So, I really want to try to have more diverse group of people I can work with, and connect to, and so that's why that attracted me to here. >> Excellent, couple of things that you said I've heard a number of times today. The first one is, what Daniela went and shared, who's also a speaker, that often times, some of the few women in tech, and you mentioned being one of three in 300? Are asked to do a lot of other things. Did you find that, that, okay you're one of the few females, you're articulate, you like speaking, we want you to do all these things. >> Yes, and I say no a lot. (laughs) >> 'Cause I have kids, too. >> That's a skill, too. But yeah, it happens a lot. I think as we go further, it's going to be less and less happening. It's better in the end. So, it's kind of a service, I see it as a service to, you know, my field, and my company. But, at the same time, we'll also get a lot of benefits from it. But that said, I try to cut it down to a manageable level, so two hours flight from Seattle works great. >> Right, right, right. Another thing is that, that you mentioned the creativity. I've heard that a number of times, today from our guest Margot Gerritsen, was on as well. Tell me about your thoughts about being in this data science role, the need for creativity. How does, how it, why is that you might consider it, like a softer skill versus the technical skills. But, how important is that creativity in your job, for example? >> So, my job is really like researcher. Trying to have new ideas, and innovate for Microsoft in particular. So, I'm not really a data scientist, but I build the tools for a data scientist. So, knowing that, creativity is important because you need to kind of think out of the box. What is the next generation of tools that they will need? In turn, they need to think out of the box, kind of get more insight out of the data they're collecting. So, creativity is just like, pervasive to this whole data science thing. Problem solving as well, so you need a lot the left brain, and a lot of the right brain. Kind of both of them together. I think that having different cultures, and different genders, even different age ranges just, you know, makes you think out of the box. That's just what's happening. Discussing with people, I was discussing with someone in cosmology, and I was like, whoa. That brought up a lot of different ideas in me, so, to me, that's really critical part of what I'm doing every day. >> I like that, that kind of aligns to what one of our guests said earlier, and that is the thought diversity. Wow, I've never >> Yes. thought of thought diversity. But, you bring up a good point about it's not just about having women in the field, it's also having diversity, in terms of generations. One of the things that's, I think, pretty unique about WiDS, is it's not just about reaching young women in their first semester at University, for example. Maria Clavijo said that's the ideal time to really inspire. But, it's also reinvigorating women who've been in academia, or industry in stem subjects for a long time. So, you have, we have multiple generations, and to your point, that diversity is important, it's not just about gender, ethnicity. It's also about the diverse perspectives that come from being >> Exactly. from different generations. >> So, it's funny, 'cause I was giving this talk earlier, and it was, one part of it was about time line. When I was researching, you know how people draw time? Well there's, depending some culture, it goes from left to right, but some other culture it's front to back, back to front, right to left. So, we need to be aware of all of that, and it's so much easier to just have the people to converse with right in your office, or next door, to be aware of those. So, that's very important, especially to big companies, like Microsoft, 'cause of, you know, a lot of customers world wide. So, it's very important to just be immersed in that. >> Definitely. So, you have been published, you've got published research, and over 60 articles in leading venues, and human-computer interaction, and information visualization. But, something we chatted about off camera, was very intriguing about visualization and children. Tell me a little bit more about that. >> So, I happen to have two kids, you know, seven and four. I'm passionate about what I'm doing, and I just couldn't keep it out of their hands, right? So, I was just starting, you know, seeing what does my daughter learn at school, like, what does she learn in kindergarten? In fact, in kindergarten, I remember one day, she brought back candies, and I'm like did you get candies from school? She's like no, because we were doing a bar chart. I was like, what? (laughs) So, I was very intrigued in, you know, what do we teach, what do your kids learn? It was fascinating to see that, you know, from an early age, they learn how to do those visualizations. But, they don't really learn how you can lie with them, or you know, to kind of think critically about that. That, you know, maybe you can start your bar chart at two, and you know, you would have less candy, I guess. But, you could, kind of convey the wrong messages. So, I became passionate about this, and decided we need to just improve our teaching about how we can represent data, and how we can also misrepresent it. In the hope that for the next generation to come, they'll be able to look at a chart, and think critically about it. Whether or not it tells the right story with the right data. Kind of beyond, just picture's worth a thousand words, then I'm not going to think about it. >> Yeah. >> This is kind of my personal effort that I try to move myself forward. (chuckles) >> Well, it's so important about having that passion, and I think that's one of things that seems to be inherent about WiDS. Even, you know, yesterday seeing on the Twitter stream, WiDS New Zealand starting in five minutes, and it's been really focused on being so, kind of inclusive. Just sort of naturally, and one of the things that I learned in some of my prep for the show, is the bias that is still there, in data interpretation. You kind of talked about that, and I never really thought about it in that way. But, if a particular group of people is looking at a data set, and thinking it says this, and no other opinions, perspectives, thoughts are able to be incorporated to go, well, maybe it says this. >> Yeah. >> Then we're limiting ourselves in terms of one, the potential that the data has to, you know, help a business, create a new business model. But also, we're limiting our perspectives on making a massive social impact with data. >> Yeah, what I find very interesting is visualization often people think about it at the end of the spectrum. Like, I've collected my data, I analyze it, and now I need to pretty picture to kind of explain what I found. But, the most powerful use of visualization, I think, comes early on. Where you actually just collected your data, and you look at it before you run any statistical test. I did that not long ago with French air traffic data in the Hollands, I put them in, and I saw the little airplanes moving around. Then, what we saw, is one air planes doing loops like this. I was like, what is this going on, right? It was just a drone, doing like tests, right? But, somehow it got looped in into that data set. So, by looking at your data early on, you can detect what's wrong with the data. So then, when you actually run your statistical test, and your analysis, you better reflect what was that data in the first place, you know, what could go wrong there? So, I think inserting visualization early on is also critical to understand what we can really know, and do, and ask, about the data in the first place. >> So, it's kind of like, watching the story unfold, rather than going, we've done all this analysis here's the picture, the story is this. The story is, your sort of, turning it sort of page by page, it sounds like, and watching it, and interpreting it, as it's unfolding. >> Rethinking what you collected in the first place. Is that the right data you collected to answer the question you wanted to ask? Is it a good match or not? Then, rethink that, you know, collect new data, or the missing one, and then go on with your analysis. So, I think to me, it's really a thinking tool. >> It also sounds like another, we talked about the technical skills that had, obviously that a computer scientist, data scientist needs to have. But, there's other skills. Empathy, communication, collaboration. Sounds like also, there needs to be an ideal kind of skill set, it has to include open mindedness. >> Yes. >> Tell me a little bit about some of your experiences there, and not being married to, the data must say this. So, if it doesn't, I'm not going to look anywhere else. Where is open mindedness, in terms of being a critical skill set that needs to come to the field? >> Yeah, I mean we, that's that is totally a re-critical point. Think already, when you're collecting the data, especially as a scientist, when I run experiment, I kind of know what I want to find. Sometimes, you don't find it. You need to kind of embrace it. But, it's hard to have because sometimes, it's like those unconscious bias you have. Like, you're not really necessarily controlling them, and just the way you collected the data in the first place, maybe just, you know, skewed your result. So, it's very important to kind of think ahead of time of all of those bias you could have, and think about all of what could go wrong. Often, the scientific process is actually that trying to think about all of the stuff that could go wrong, and then check whether or not they're wrong. We're trying to infuse that, a little bit over Microsoft as well, kind of, you know, the data that we collect, can we analyze them, can we have teams of people who really think is that the right data? Are we collecting like, world-wide for example? Are we just collecting from the US? So, there's a lot of those, kind of, ethical, and bias, kind of training, and effort to try and remove that. The maximum from our work, and I think that it's across the entire world. I think, with all of this data collection everywhere, we kind of have to do that, very consciously. >> I think two things kind of speak to me that out of what you just said, that we've heard a number of times today. One, that failure, and I don't mean to say that failure is not a bad thing. That's how you, >> That's how you learn, Exactly, >> and grow. Exactly, in many ways it's not a bad F-word, it's this is how everybody that's successful got to wherever they are. But, it's also about embracing, as you said, the word embracing, embracing the fact that you might be bring bias into this, and you have to be okay with maybe this is the wrong data set. If you consider that a failure, consider it, to your point, a growth opportunity. That is one of the themes that we've heard today, and you've, kind of, elaborated on that. The second one is, be okay getting uncomfortable, get out of that comfort zone. Consciously uncomfortable, because when you're able to do that, the possibilities are limitless. >> Yes, and that's what I try to do everyday, 'cause I try to push all of the software that we're doing, and Microsoft is so big, you know, and all of those software are like so there. (laughs) So trying to come up with new ideas, like so many are failures, you know. Oh they won't make money, or they don't actually work when you, you know, for this population. So, most of my work is failure. (laughs) But hey, one success when you know why, and I'm happy about it. >> Exactly, but it's just charting that course to getting to the ah, this is the pot of gold at the end of the rainbow. Well Nathalie, thank you so much for taking some time to talk with us on theCUBE, and sharing your stories. Congratulations on being a speaker, your first WiDS, and we look forward to seeing you back next year. >> Thank you very much. >> We want to thank you for watching theCUBE. I'm Lisa Martin, live from WiDS 2018 at Stanford University. Stick around, I'll be back with my next guest after a short break. (light electronic music)

Published Date : Mar 6 2018

SUMMARY :

Brought to you by Stanford. #WiDS2018, check it out, be part of the conversation, and Natalie, first of all, welcome to theCUBE. that the WiDS audience heard from you earlier today. The first one is, that a visualization has two superpowers. and answer questions you didn't even know, and you went, yes I want to give some of my time to this, I think having, you know, a wide range of people and you mentioned being one of three in 300? Yes, and I say no a lot. to, you know, my field, and my company. Another thing is that, that you mentioned the creativity. just, you know, makes you think out of the box. and that is the thought diversity. and to your point, that diversity is important, from different generations. and it's so much easier to just have the people So, you have been published, you've got published research, So, I happen to have two kids, you know, seven and four. This is kind of my personal effort Even, you know, yesterday seeing to, you know, help a business, create a new business model. and you look at it before you run any statistical test. So, it's kind of like, watching the story unfold, Is that the right data you collected Sounds like also, there needs to be So, if it doesn't, I'm not going to look anywhere else. and just the way you collected the data in the first place, that out of what you just said, and you have to be okay and Microsoft is so big, you know, and we look forward to seeing you back next year. We want to thank you for watching theCUBE.

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Michael Becker & Henry Liebrenz, Bundespolizei | PentahoWorld 2017


 

>> Announcer: Live from Orlando, Florida, it's theCUBE, covering PentahoWorld 2017. Brought to you by Hitachi Vantara. >> Welcome back to theCUBE's live coverage of PentahoWorld, brought to you, of course, by Hitachi Vantara. I'm your host, Rebecca Knight, along with my co-host, James Kobielus. We have two guests today, we have Michael Becker, a senior chief inspector, and Henry Liebrenz, the police sergeant of the German Federal Police, the Bundespolizei. Welcome, gentlemen. Thanks so much for joining us. So do you want to start out by telling us, telling our viewers a little bit about Bundespolizei and what you do there? >> Okay. The Federal German Police employs about 41,000 people, and as part of Federal German Ministry of Interior, we have, the police is responsible for many demanding and varied tasks, like air control or air safety, rail patrol, water control, crime reduction, and patrol the high seas. And besides an internal task, we do many international missions, police missions all over the world and missions in the European Union for neighboring. And our job, our main job is to development specialty police software. You couldn't buy (foreign words) products, and the development was our own framework based on lamp. >> Classical open source systems plus open source databases plus PHP, it's script language, on the top of it's end. And we built our own absolute framework on this, it's exclusively for us and that's our main job, to build applications on this top. >> And besides our name, our main job we are responsible for the data warehouse and responsible for integration, data integration technologies of the Federal Police. >> So you're both within the IT organization of Bundespolizei, okay. >> Yes, we stay in the IT department that belongs to headquarter. In Germany, or in German police, we have one headquarter, we have 11 district offices, about 80 regional offices, and about 160 local offices. >> All over Germany, is it. >> So when you're thinking about your software challenges, you have a lot of different obstacles: safety, operational, security. What are some of the things that you're taking into account when you're implementing software? >> Um, what we take in account? Not so easy to (speaking in foreign language). >> What is your approach? What are the things on your mind that is keeping you up at night? >> We have two different ways. The main way is to build software. And we have in special case. In turn case we build software that bring is on the point for this case. The other way is we have a way to product data in this cases. That's the other way. What can we do with this data? That's the other case around Pentaho. We want to have more benefit with this kind of data. >> What sort of data driven application development do you do or do you oversee for Bundespolizei? Can you describe some of the applications within their specific functions? >> We have one main application is our time planning tool. So all the shifts on the agencies it's possible to plan. In one case that we build on this platform and it's exclusively for us. We have the situation that other polices in Germany ask us about. Hey, that's very a good solution. Maybe we can take it also for us. But because it's a little bit different for normal situations outside and in other companies. Because we have the situation 24 hours, seven days a week, 365 days a year to bring our services. We have a big many rules about this kind of working. The offices get some more money in the night or it's Saturday and something like this it's not so easy to implement with normal software. So we were at the case what we do. Then okay we do it ourself and that's exactly on point. >> You describe the rules, you're describing the rules that are provided from the European Union or from your government in terms of security, privacy, and so forth. Is that what you're describing? How have this whole total set of rules and policies and mandates shaped your data management strategy within your organization? How does the Pentaho set of solutions support those requirements? >> I think with Pentaho I told it yesterday also it was for us definitely the game changer. It's definitely true. Before we don't have the chance to build something like this only was two us. But now we have the big Swiss knife. We get entrance with especially with the Ketel, solution, PDI. >> With Ketel everything is possible. >> It's not possible to build your own. >> That was the entrance to build a strategy about it. Then at this point we had the solution to let the data flow wherever you want. Then we start okay, when can we have data every time at every point. So what can we do with it? What is the benefit for us? We start to come in discussion with our other departments inside what is your problem? What can we do to help you to get more benefit about it? >> How much sharing goes on between departments? >> Henry: The sharing? >> Yes, in terms of as you said, how can I help you? Oh, we are doing something over here. >> I think it's a classic job like other. (speaking in foreign language) We do it inside so we go to the other departments and have this part of discussion. We try to bring it in the right way. >> What degree of this sharing is intergovernmental? Meaning you are reaching out to your peer agencies within the European Union maybe through Interpol to other nations? Is any of that going on and is Pentaho playing a role in terms of helping you in that regard? (speaking in foreign language) >> How we have to say? >> If you don't want to say or can't say. >> Actually I think in German or in European it's not so big. I don't know why, I can't believe it. But it's also to take advantage at Pentaho that you can start at any time. You can start as a community. We work also before, two years with the (voice is muffled). And started this year with enterprise and we have only one day for integration from the community server of the new enterprise server. No problems. I think that is a great benefit. You can almost start with a small problem or data integration. >> In the past the other big companies maybe they had a little bit earlier start. Pentaho, the goal to come along the other players. I think in Europe, especially in Germany at the moment can be good. >> In Germany we have a situation over Pentaho user meeting or Pentaho community meetings but also other agencies come and ask why Pentaho and how did you do it? >> Is there an ongoing program of working with other federal agencies in Germany to share the best practices you've learned from using data at least to manage your agency's requirements? What could they learn from what you've done? >> The progress is starting now so the other come to us. We meet together and they want to take a look directly on our screens and want to see some cases. We play for them live and it's a very interesting situation. When they see eh, you have the same problems as I. It's interesting. >> And very important is also that we learned and we have learned from Pentaho that everything is possible. You need much less time for everything or for every kind of problem. We are very fast. Before we used to have another (foreign word), it's called Excel. It's crazy, it's good for statistics but we have no data quality. >> It's not possible to work with big data. (voice is muffled) >> Our data are actual, daily actual. Before we wait for one month or two months. >> Before we had exactly one day per month. At this day the data was correct only one day. And other other days we had to collect the data for the next month. >> It's a whole new world with Pentaho. Henry and Michael, thank you so much for coming on theCube. It was great having you on here. >> Thank you very much. >> We will have more from theCube's live coverage of PentahoWorld just after this. (upbeat digital music)

Published Date : Oct 26 2017

SUMMARY :

Brought to you by Hitachi Vantara. we have Michael Becker, and the development was And we built our own of the Federal Police. the IT organization of police, we have one headquarter, What are some of the things Not so easy to (speaking What can we do with this data? We have the situation that that are provided from the European Union Before we don't have the chance What can we do to help you Oh, we are doing something over here. We do it inside so we go and we have only one day for Pentaho, the goal to come now so the other come to us. and we have learned from to work with big data. Before we wait for one And other other days we It was great having you on here. We will have more from

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Saad Malik & Tenry Fu, Spectro Cloud | KubeCon + CloudNativeCon NA 2022


 

>>Hey everybody. Welcome back. Good afternoon. Lisa Martin here with John Feer live in Detroit, Michigan. We are at Coon Cloud Native Con 2020s North America. John Thank is who. This is nearing the end of our second day of coverage and one of the things that has been breaking all day on this show is news. News. We have more news to >>Break next. Yeah, this next segment is a company we've been following. They got some news we're gonna get into. Managing Kubernetes life cycle has been a huge challenge when you've got large organizations, whether you're spinning up and scaling scale is the big story. Kubernetes is the center of the conversation. This next segment's gonna be great. It >>Is. We've got two guests from Specter Cloud here. Please welcome. It's CEO Chenery Fu and co-founder and it's c g a co-founder Sta Mallek. Guys, great to have you on the program. Thank >>You for having us. My pleasure. >>So Timary, what's going on? What's the big news? >>Yeah, so we just announced our Palace three this morning. So we add a bunch, a new functionality. So first of all we have a Nest cluster. So enable enterprise to easily provide Kubernete service even on top of their existing clusters. And secondly, we also support seamlessly migration for their existing cluster. We enable them to be able to migrate their cluster into our CNC for upstream Kubernete distro called Pallet extended Kubernetes, GX K without any downtime. And lastly, we also add a lot of focus on developer experience. Those additional capability enable developer to easily onboard and and deploy the application for. They have test and troubleshooting without, they have to have a steep Kubernetes lending curve. >>So big breaking news this morning, pallet 3.0. So you got the, you got the product. This is a big theme here. Developer productivity, ease of use is the top story here. As developers are gonna increase their code velocity cuz they're under a lot of pressure. This infrastructure's getting smarter. This is a big part of managing it. So the toil is now moving to the ops. Steves are now dev teams. Security, you gotta enable faster deployment of apps and code. This is what you guys solve while you getting this right. Is that, take us through that specific value proposition. What's the, what are the key things on in this news release? Yeah, >>You're exactly right. Right. So we basically provide our solution to platform engineering ship so that they can use our platform to enable Kubernetes service to serve their developers and their application ship. And then in the meantime, the developers will be able to easily use Kubernetes or without, They have to learn a lot of what Kubernetes specific things like. So maybe you can get in some >>Detail. Yeah. And absolutely the detail about it is there's a big separation between what operations team does and the development teams that are using the actual capabilities. The development teams don't necessarily to know the internals of Kubernetes. There's so much complexity when it comes, comes into it. How do I do things like deployment pause manifests just too much. So what our platform does, it makes it really simple for them to say, I have a containerized application, I wanna be able to model it. It's a really simple profile and from there, being able to say, I have a database service. I wanna attach to it. I have a specific service. Go run it behind the scenes. Does it run inside of a Nest cluster? Which we'll talk into a little bit. Does it run into a host cluster? Those are happen transparently for >>The developer. You know what I love about this? What you guys are doing in the news, it really points out what I love about DevOps. Because cloud, let's face a cloud early adopters, we're all the hardcore cloud folks as it goes mainstream. With Kubernetes, you start to see like words like platform engineering. I mean I love that term. That means as a platform, it's been around for a while. For people who are building their own stuff, that means it's gonna scale and enable people to enable value, build on top of it, move faster. This platform engineering is becoming now standard in enterprises. It wasn't like that before. What's your eyes reactions that, How do you see that evolving faster? Or do you believe that or what's your take on >>It? Yeah, so I think it's starting from the DevOps op team, right? That every application team, they all try to deploy and manage their application under their own ING infrastructure. But very soon all these each application team, they start realize they have to repeatedly do the same thing. So these will need to have a platform engineering team to basically bring some of common practice to >>That. >>And some people call them SREs like and that's really platform >>Engineering. It is, it is. I mean, you think about like Esther ability to deploy your applications at scale and monitoring and observability. I think what platform engineering does is codify all those best practices. Everything when it comes about how you monitor the actual applications. How do you do c i CD your backups? Instead of not having every single individual development team figuring how to do it themselves. Platform engineer is saying, why don't we actually build policy that we can provide as a service to different development teams so that they can operate their own applications at scale. >>So launching Pellet 3.0 today, you also had a launch in September, so just a few weeks ago. Talk about what these two announcements mean from Specter Cloud's perspective in terms of proof points, what you're delivering to the end users and the value that they're getting from that. >>Yeah, so our goal is really to help enterprise to deploy and around Kubernetes anywhere, right? Whether it's in cloud data center or even at Edge locations. So in September we also announce our HV two capabilities, which enable very easy deployment of Edge Kubernetes, right at at at any any location, like a retail stores restaurant, so on and so forth. So as you know, at Edge location, there's no cloud endpoint there. It's not easy to directly deploy and manage Kubernetes. And also at Edge location there's not, it's not as secure as as cloud or data center environment. So how to make the end to end system more secure, right? That it's temper proof, that is also very, very important. >>Right. Great, great take there. Thanks for explaining that. I gotta ask cuz I'm curious, what's the secret sauce? Is it nested clusters? What's, what's the core under the hood here on 3.0 that people should know about it's news? It's what's, what's the, what's that post important >>To? To be honest, it's about enabling developer velocity. Now how do you enable developer velocity? It's gonna be able for them to think about deploying applications without worrying about Kubernetes being able to build this application profiles. This NEA cluster that we're talking about enables them, they get access to it in complete cluster within seconds. They're essentially having access to be able to add any operations, any capabilities without having the ability to provision a cluster on inside of infrastructure. Whether it's Amazon, Google, or OnPrem. >>So, and you get the dev engine too, right? That that, that's a self-service provisioning in for environments. Is that, Yeah, >>So the dev engine itself are the capabilities that we offer to developers so that they can build these application profiles. What the application profiles, again they define aspects about, my application is gonna be a container, it's gonna be a database service, it's gonna be a helm chart. They define that entire structure inside of it. From there they can choose to say, I wanna deploy this. The target environment, whether it becomes an actual host cluster or a cluster itself is irrelevant to them. For them it's complete transparent. >>So transparency, enabling developer velocity. What's been some of the feedback so far? >>Oh, all developer love that. And also same for all >>The ops team. If it's easy and goods faster and the steps >>Win-win team. Yeah, Ops team, they need a consistency. They need a governance, they need visibility, but in the meantime, developers, they need the flexibility then theys or without a steep learning curve. So this really, >>So So I hear a lot of people say, I got a lot of sprawl, cluster sprawl. Yeah, let's get outta hand does, let's solve that. How do you guys solve that problem? Yeah, >>So the Neste cluster is a profit answer for that. So before you nest cluster, for a lot of enterprise to serving developers, they have to either create a very large TED cluster and then isolated by namespace, which not ideal for a lot of situation because name stay namespace is not a hard isolation and also a lot of global resource like CID and operator does not work in space. But the other way is you give each developer a separate, a separate ADE cluster, but that very quickly become too costly. Cause not every developer is working for four, seven, and half of the time your, your cluster is is a sit there idol and that costs a lot of money. So you cluster, you'll be able to basically do all these inside the your wholesale cluster, bring the >>Efficiency there. That is huge. Yeah. Saves a lot of time. Reduces the steps it takes. So I take, take a minute, my last question to you to explain what's in it for the developer, if they work with Spec Cloud, what is your value? What's the pitch? Not the sales pitch, but like what's the value pitch that >>You give them? Yeah, yeah. And the value for us is again, develop their number of different services and teams people are using today are so many, there are so many different languages or so many different libraries there so many different capabilities. It's too hard for developers to have to understand not only the internal development tools, but also the Kubernetes, the containers of technologies. There's too much for it. Our value prop is making it really easy for them to get access to all these different integrations and tooling without having to learn it. Right? And then being able to very easily say, I wanna deploy this into a cluster. Again, whether it's a Nest cluster or a host cluster. But the next layer on top of that is how do we also share those abilities with other teams. If I build my application profile, I'm developing an application, I should be able to share it with my team members. But Henry saying, Hey Tanner, why don't you also take a look at my app profile and let's build and collaborate together on that. So it's about collaboration and be able to move >>Really fast. I mean, more develops gotta be more productive. That's number one. Number one hit here. Great job. >>Exactly. Last question before we run out Time. Is this ga now? Can folks get their hands on it where >>Yes. Yeah. It is GA and available both as a, as a SaaS and also the store. >>Awesome guys, thank you so much for joining us. Congratulations on the announcement and the momentum that Specter Cloud is empowering itself with. We appreciate your insights on your time. >>Thank you. Thank you so much. Right, pleasure. >>Thanks for having us. For our guest and John Furrier, Lisa Martin here live in Michigan at Co con Cloud native PON 22. Our next guests join us in just a minute. So stick around.

Published Date : Oct 27 2022

SUMMARY :

This is nearing the end of our second day of coverage and one of the things that has been Kubernetes is the center of the conversation. Guys, great to have you on the program. You for having us. So enable enterprise to easily provide Kubernete service This is what you guys solve while you getting this right. So maybe you can get in some So what our platform does, it makes it really simple for them to say, Or do you believe that or what's your take on application team, they start realize they have to repeatedly do the same thing. I mean, you think about like Esther ability to deploy your applications at So launching Pellet 3.0 today, you also had a launch in September, So how to make the end to end system more secure, right? the hood here on 3.0 that people should know about it's news? It's gonna be able for them to think about deploying applications without worrying about Kubernetes being able So, and you get the dev engine too, right? So the dev engine itself are the capabilities that we offer to developers so that they can build these application What's been some of the feedback so far? And also same for all If it's easy and goods faster and the steps but in the meantime, developers, they need the flexibility then theys or without So So I hear a lot of people say, I got a lot of sprawl, cluster sprawl. for a lot of enterprise to serving developers, they have to either create a So I take, take a minute, my last question to you to explain what's in it for the developer, So it's about collaboration and be able to move I mean, more develops gotta be more productive. Last question before we run out Time. as a SaaS and also the store. Congratulations on the announcement and the momentum that Specter Cloud is Thank you so much. So stick around.

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Ajay Gupta, State of California DMV | UiPath Forward 5


 

>>The Cube presents UI Path Forward five. Brought to you by UI Path. >>We're back the cube's coverage of UI path forward. Five. And we're live. Dave Velante with Dave Nicholson. AJ Gupta is here. He's the Chief Digital Transformation Officer at the Motor Vehicles of California dmv. Welcome Jay. Good to see you. >>Thank you. >>Good to see you. Wow, you, you have an interesting job. I would just say, you know, I've been to going to conferences for a long time. I remember early last decade, Frank Sluman put up a slide. People ho hanging out, waiting outside the California dmv. You were the butt of many jokes, but we have a happy customer here, so we're gonna get it to your taste >>Of it. Yeah, very happy >>Customer, obviously transform the organization. I think it's pretty clear from our conversations that that automation has played a role in that. But first of all, tell us about yourself, your role and what's going on at the dmv. >>Sure. Myself, a j Gupta, I am the Chief Digital Transformation Officer at the dmv. Somewhat of i, one would say a made up title, but Governor's office asked me, Okay, we need help. And that's what >>Your title though? >>Yeah, yeah. So I'm like, well we are doing business and technology transformation. So that's, that's what I've been doing for the last three years at the dmv. Before that I was in private sector for 25 years, decided first time to give back cuz I was mostly doing public sector consulting. So here I am. >>Okay. So you knew the industry and that's cool that you wanted to give back because I mean obviously you just, in talking off camera, you're smart, you're very cogent and you know, a lot of times people in the private sector, they don't want to go work in the, in the public sector unless they're, unless they're power crazy, you know? Anyway, so speaking with David Nicholson, the experience has gone from really crappy to really great. I mean, take >>It from here. Yeah. Well, am I gonna be, I'm, because I'm from California, I was just, I was just, you know, we >>Got a dual case study >>Eloquently about, about the, the, the change that's happened just in, just in terms of simple things like a registration renewal. It used to be go online and pray and weed through things and now it's very simple, very, very fast. Tell us more about, about some of the things that you've done in the area of automation that have increased the percentage of things that could be done online without visiting a field office. Just as an >>Example. Yeah, what's the story? >>Yeah, so first of all, thank you for saying nice things about dmv, you as a customer. It means a lot because we have been very deliberately working towards solving all customer po pain points, whether it's in person experiences, online call centers, kiosks, so all across the channels. So we started our journey, myself and director Steve Gordon about three years ago, almost at the same time with the goal of making Department of Mo no motor vehicles in California as the best retail experience in the nation across industries. So that's our goal, right? Not there yet, but we are working towards it. So for, for our in person channels, which is what you may be familiar with, first of all, we wanna make sure brick and click and call all the customer journeys can be done across the channels. You can decide to start journey at one place, finish at another place. >>All that is very deliberate. We are also trying to make sure you don't have to come to field office at all. We would welcome you to come, we love you, but we don't want you to be there. You have better things to do for the economy. We want you to do that instead of showing up in the field office, being in the weight line. So that's number one. Creating more digital channels has been the key. We have created virtual field office. That's something that you would become familiar with if you are not as a DMV customer. During Covid, the goal was we provide almost all the services. We connect our technicians to the customer who are in need of a live conversation or a email or a text or a, or a SMS conversation or chat conversation in multiple languages or a video call, right? >>So we were able to accomplish that while Covid was going on, while the riots were going on. Those of your, you know about that, we, our offices were shut down. We created this channel, which we are continuing because it's a great disaster recovery business continuity channel, but also it can help keep people away from field office during peak hours. So that's been very deliberate. We have also added additional online services using bots. So we have created these web and process bots that actually let you do the intake, right? You, we could set up a new service in less than four weeks, a brand new service online. We have set up a brand new IVR service on call centers in less than a month for our seniors who didn't want to come to the field office and they were required certain pieces of information and we were able to provide that for our customers by creating this channel in less than less than four. >>And the pandemic was an accelerant to this was, was it the catalyst really? And then you guys compressed it? Or were, had you already started on the >>Well, we were >>Ready. I mean you, but you came on right? Just about just before the pandemic. >>Yeah. Yeah. So I came on in 2019, pandemic started in 2020 early. So we got lucky a little bit because we had a head start at, I was already working with u UI paths and we had come up with design patterns that we gonna take this journey for all DMV channels with using UiPath. So it was about timing that when it happened, it accelerated the need and it accelerated the actual work. I was thinking, I'll have a one year plan. I executed all of the one year plan items in less than two months out of necessity. So it accelerated definitely the execution of my plan. >>So when you talk about the chat channel, is that bots, is that humans or a combination? Yeah, >>It's a, it's a combination of it. I would say more AI than bots. Bots to the service fulfillment. So there is the user interaction where you have, you're saying something, the, the chat answers those questions, but then if you want something, hey, I want my, my registration renewed, right? It would take you to the right channel. And this is something we do today on our IVR channel. If you call in the DMV number in California, you'll see that your registration renewal is all automatic. You also have a AI listening to it. But also when you are saying, Yep, I wanna do it, then bot triggers certain aspects of the service fulfillment because our legacy is still sitting about 60 years old and we are able to still provide this modern facade for our customers with no gap and as quickly as possible within a month's time. How >>Many DMVs are in the state? >>Okay, so we have 230 different field locations out of which 180 are available for general public services. >>Okay. So and then you're, you're creating a digital overlay that's right >>To all of >>That, right? >>Yeah, it's digital and virtual overlay, right? Digital is fully self-service. Bots can do all your processing automation, can do all the processing. AI can do all the processing, but then you have virtual channels where you have customer interacting with the technicians or technicians virtually. But once a technician is done solving the problem, they click a button and bot does rest of the work for the technician. So that's where we are able to get some back office efficiency and transaction reduction. >>When was the last time you walked into a bank? >>Oh man. >>I mean, is that where we're going here where you just don't have to >>Go into the branch and that is the goal. In fact, we already have a starting point. I mean, just like you have ATM machines, we have kiosks already that do some of this automation work for us today. The goal is to not have to have to, unless you really want to, We actually set up these personas. One of them was high touch Henry. He likes to go to the field office and talk to people. We are there for them. But for the millennials, for the people who are like, I don't have time. I wanna like quickly finish this work off hours 24 by seven, which is where bots come in. They do not have weekends, HR complaint, they don't have overtime. They're able to solve these problems for me, 24 >>By seven. And what's the scope of your, like how many automations, how many bots? Can you give us a sense? >>Sure. So right now we are sitting at 36 different use cases. We have collected six point of eight point, well, we have saved 8.8 million just using the bots overall savings. If you were to look at virtual field office, which bots are part of, we have collected 388 million so far in that particular channel bots. I've also saved paper. I've saved a million sheets of paper through the bot, which I'm trying to remember how many trees it equates to, but it's a whole lot of trees that I've saved. And >>How many bots are we talking about? >>So it's 36 different use cases. So 36 >>Bots? >>Well, no, there's more bots I wanna say. So we are running at 85% efficiency, 50 bots. Oh wow. Yeah. >>Wow. Okay. So you, you asked the question about, you know, when was the last time someone was in a bank? The last time I was in a bank it was to deposit, you know, more than $10,000 in cash because of a cash transaction. Someone bought a car from me. It was more of a nuisance. I felt like I was being treated like a criminal. I was very clear what I was doing. I had just paid off a loan with that bank and I was giving them the cash for that transaction as opposed to the DMV transaction transferring title. That was easy. The DMV part was easier than the bank. And you're trying to make it even easier and it shouldn't, it shouldn't be that way. Yes. Right. But, but I, I have a, I have a question for you on, on that bot implementation. Can you give us, you've sort of give it us examples of how they interact. Yeah. But as your kind of prototypical California driver's license holder, how has that improved a specific transaction that I would be involved with? Can >>You, so well you as a Californian and you as a taxpayer, you as a Californian getting services and you as a taxpayer getting the most out of the money Okay. That the DMV spending on providing services, Right. Both are benefits to you. Sure. So bots have benefited in both of those areas. If you were used to the DMV three years ago, there was a whole lot of paper involved. You gotta fill this form out, you gotta fill this other form out and you gotta go to dmv. Oh by the way, your form, you didn't bring this thing with you. Your form has issues. We are calculated that about 30% of paper workloads are wasted because they just have bad data, right? There is no control. There's nobody telling you, hey, do this. Right. Even dates could be wrong, names could be wrong fields, maybe incomplete and such. >>So we were able to automate a whole lot of that by creating self-service channels, which are accelerated by bot. So we have these web acceleration platforms that collect the data, bots do the validation, they also verify the information, give you real time feedback or near real time feedback that hey, this is what you need to change. This is when you need to verify. So all the business rules are in the bot. And then once you're done, it'll commit the information to our legacy systems, which wouldn't have been possible unless a technician was punching it in manually. So there is a third cohort of Californians, which is our employees. We have 10,000 of those. They, I don't want them to get carpal tunnel. I want them to make sure they're spending more time thinking and helping our customers, looking at the customers rather than typing things. And that's what we are able to accomplish with the bots where you press that one button, which will have required maybe 50 more keystrokes and that's gone. And now you're saving time, you're also saving the effort and the attention loss of serving the best. >>Jay, what does it take to get a new process on board? So I'm thinking about real id, I just went through that in Massachusetts. I took, it was gonna be months to get to the dmv. So I ended up going through a aaa, had to get all these documents, I uploaded all the documents. Of course when I showed up, none were there. Thankfully I had backup copies. But it was really a pleasant experience. Are you, describe what you're doing with real ID and what role bots play? >>Yeah, sure. So with real id, what we are doing today and what I, what we'll be doing in the future, so I can talk about both. What we are doing today is that we are aligning most of the work to be done upfront by the customer. Because real ID is a complex transaction. You've gotta have four different pieces of documentation. You need to provide your information, it needs to match our records. And then you show up to the field office. And by the way, oh man, I did not upload this information. We are getting about 15 to 17% returns customers. And that's a whole lot of time. Every single mile our customer travels to the DMV office, which averages to about 13 miles. In my calculation for average customer, it's a dollar spent in carbon footprint in the time lost in the technician time trying to triage out some other things. So you're talking $26 per visit to the economy. >>Yeah. An amazing frustration, Yes. >>That has to come back and, and our customer satisfaction scores, which we really like to track, goes down right away. So in general, for real, id, what we have been, what we have done is created bunch of self-service channels, which are accelerated by workflow engines, by AI and by bots to collect the documentation, verify the documentation against external systems because we actually connect with Department of Homeland Security verify, you know, what's your passport about? We look at your picture and we verify that yep, it is truly a passport and yours and not your wives. Right? Or not a picture of a dog. And it's actually truly you, right? I mean, people do all kind of fun stuff by mistake or intentionally. So we wanna make sure we save time for our customer, we save time for our, for our employees, and we have zero returns required when employees, where customer shows up, which by the way is requirement right now. But the Department of Homeland Security is in a rule making process. And we are hopeful, very hopeful at this point in time that we'll be able to take the entire experience and get it done from home. And that'll give us a whole lot more efficiency, as you can imagine. And bots are at the tail end of it, committing all the data and transactions into our systems faster and with more accuracy. >>That's a great story. I mean, really congratulations and, and I guess I'll leave it. Last question is, where do you want to take this? What's the, what's your roadmap look like? What's your runway look like? Is it, is there endless opportunities to automate at the state or do you see a sort of light at the end of the tunnel? >>Sure. So there is a thing I shared in the previous session that I was in, which is be modern while we modernize. So that's been the goal with the bot. They are integral part of my transition architecture as I modernize the entire dmv, bring them from 90 60, bringing us from 1960 to 2022 or even 2025 and do it now, right? So bots are able to get me to a place where customers expectations are managed. They are getting their online, they're getting their mobile experience, they are avoiding making field off his trips and avoiding any kind of paper based processing right? For our employees and customers as well. So bots are serving that need today as part of the transition strategy going from 1960 to 2022 in the future. They're continue gonna continue to service. I think it's one thing that was talked about by the previous sessions today that we, they, they're looking at empowering the employees to do their own work back office work also in a full automation way and self-power them to automate their own processes. So that's one of the strategies we're gonna look for. But also we'll continue to have a strategy where we need to remain nimble with upcoming needs and have a faster go to market market plan using the bot. >>Outstanding. Well thanks so much for sharing your, your story and, and thanks for helping Dave. >>Real life testimony. I never, never thought I'd be coming on to praise the California dmv. Here I am and it's legit. Yeah, >>Well done. Can I, can I make an introduction to our Massachusetts colleagues? >>Good to, well actually we have, we have been working with state of New York, Massachusetts, Nevara, Arizona. So goal is to share but also learn from >>That. Help us out, help us out. >>But nice to be here, >>Great >>To have you and looking for feedback next time you was at dmv. >>All right. Oh, absolutely. Yeah. Get that, fill out that NPS score. All right. Thank you for watching. This is Dave Valante for Dave Nicholson. Forward five UI customer conference from the Venetian in Las Vegas. We'll be right back.

Published Date : Sep 30 2022

SUMMARY :

Brought to you by Officer at the Motor Vehicles of California dmv. I would just say, you know, Yeah, very happy But first of all, tell us about yourself, at the dmv. So I'm like, well we are doing business and technology transformation. you just, in talking off camera, you're smart, you're very cogent and you know, I was just, you know, we in the area of automation that have increased the percentage of things that could be done Yeah, what's the story? So for, for our in person channels, which is what you may be familiar with, first of During Covid, the goal was we provide almost So we were able to accomplish that while Covid was going on, while the riots were Just about just before the pandemic. So it accelerated definitely the But also when you are saying, Yep, I wanna do it, then bot triggers Okay, so we have 230 different field locations out of which 180 are So that's where we are able to get some back office efficiency and transaction reduction. The goal is to not have to have to, unless you really want to, Can you give us a sense? If you were to look at virtual field office, which bots are So it's 36 different use cases. So we are running at 85% efficiency, The last time I was in a bank it was to deposit, you know, more than $10,000 in cash So bots have benefited in both of those areas. And that's what we are able to accomplish with the bots where you press that one button, which will have required maybe 50 So I ended up going through a aaa, had to get all these documents, I uploaded all the documents. And then you show up to the field office. external systems because we actually connect with Department of Homeland Security verify, you know, what's your passport about? Last question is, where do you want to take this? So that's been the goal with the bot. Well thanks so much for sharing your, your story and, and thanks for helping I never, never thought I'd be coming on to praise the California dmv. Can I, can I make an introduction to our Massachusetts colleagues? So goal is to share but also learn from Thank you for watching.

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Day 1 Keynote Analysis | CrowdStrike Fal.Con 2022


 

(upbeat music) >> Hello everyone, and welcome to Fal.Con 2022, CrowdStrike's big user conference. You're watching the Cube. My name is Dave Vallante. I'm here with my co-host David Nicholson. CrowdStrike is a company that was founded over 10 years ago. This is about 11 years, almost to the day. They're 2 billion company in revenue terms. They're growing at about 60% a year. They've got a path they've committed to wall street. They've got a path to $5 billion by mid decade. They got a $40 billion market cap. They're free, free cash flow positive and trying to build essentially a generational company with a very growing Tam and a modern platform. CrowdStrike has the fundamental belief that the unstoppable breach is a myth. David Nicholson, even though CSOs don't believe that, CrowdStrike is on a mission. Right? >> I didn't hear the phrase. Zero trust mentioned in the keynote >> Right. >> What was mentioned was this idea that CrowdStrike isn't simply a tool, it's a platform. And obviously it takes a platform to get to 5 billion. >> Yeah. So let's talk about the keynote. George Kurtz, the CEO came on. I thought the keynote was, was measured, but very substantive. It was not a lot of hype in there. Most security conferences, the two exceptions are this one and Reinforce, Amazon's big security conference. Steven Schmidt. The first time I was at a Reinforce said "All this narrative about security is such a bad industry" and "We're not doing a great job." And "It's so scary." That doesn't help the industry. George Kurtz sort of took a similar message. And you know what, Dave? When I think of security outside the context of IT I think of like security guards >> Right. >> Like protecting the billionaires. Right? That's a powerful, you know, positive thing. It's not really a defensive movement even though it is defensive but so that was kind of his posture there. But he talked about essentially what I call, not his words permanent changes in the, in the in the cyber defense industry, subsequent to the pandemic. Again, he didn't specifically mention the pandemic but he alluded to, you know, this new world that we live in. Fal.Con is a hundred sessions, eight tracks. And really his contention is we're in the early innings. These guys got 20,000 customers. And I think they got the potential to have hundreds of thousands. >> Yeah. Yeah. So, if I'm working with a security company I want them to be measured. I'm not looking for hype. I don't want those. I don't want those guards to be in disco shirts. I want them in black suits. So, you know, so the, the, the point about measured is is I think a positive one. I was struck by the competence of the people who were on stage today. I have seen very very large companies become kind of bureaucratic. And sometimes you don't get the best of the best up on stage. And we saw a lot of impressive folks. >> Yeah. Michael Santonis get up, but before we get to him. So, a couple points that Kurtz made he said, "digital transformation is needed to bring modern architectures to IT. And that brings modern security." And he laid out that whole sort of old way, new way very Andy Jassy-like old guard, new guard. He didn't hit on it that hard but he basically said "security is all about mitigating risk." And he mentioned that the the CSO I say CSO, he says CSO or CSO has a seat at the board. Now, many CSOs are board level participants. And then he went into the sort of four pillars of, of workload, and the areas that they focus on. So workload to them is end point, identity, and then data. They don't touch network security. That's where they partner with the likes of Cisco, >> Right. >> And Palo Alto networks. But then they went deep into identity threat protection, data, which is their observability platform from an acquisition called Humio. And then they went big time into XDR. We're going to talk about all this stuff. He said, "data is the new digital currency." Talked a lot about how they're now renaming, Humio, Log Scale. That's their Splunk killer. We're going to talk about that all week. And he talked a little bit about the single agent architecture. That is kind of the linchpin of CrowdStrike's architecture. And then Michael Santonis, the CTO came on and did a deep dive into each of those, and really went deep into XDR extended, right? Detection and response. XDR building on EDR. >> Yeah. I think the subject of XDR is something we'll be, we'll be touching on a lot. I think in the next two days. I thought the extension into observability was very, very interesting. When you look at performance metrics, where things are gathering those things in and being able to use a single agent to do so. That speaks to this idea that they are a platform and not just a tool. It's easy to say that you aspire to be a platform. I think that's a proof point. On the subject, by the way of their fundamental architecture. Over the years, there have been times when saying that your infrastructure requires an agent that would've been a deal killer. People say "No agents!" They've stuck to their guns because they know that the best way to deliver what they deliver is to have an agent in the environment. And it has proven to be the right strategy. >> Well, this is one of the things I want to explore with the technical architects that come on here today is, how do you build a lightweight agent that can do everything that you say it's going to do? Because they started out at endpoint, and then they've extended it to all these other modules, you know, identity. They're now into observability. They've got this data platform. They just announced that acquisition of another company they bought Preempt, which is their identity. They announced Responsify, responsify? Reposify, which is sort of extends the observability and gives them visualization or visibility. And I'm like, how do you take? How do you keep an agent lightweight? That's one of the things I want to better understand. And then the other is, as you get into XDR I thought Michael Santonis was pretty interesting. He had black hat last month. He did a little video, you know. >> That was great >> Man in the street, what's XDR what's XDR what's XDR. I thought the best response was, somebody said "a holistic approach to end point security." And so it's really an evolution of, of EDR. So we're going to talk about that. But, how do you keep an agent lightweight and still support all these other capabilities? That's something I really want to dig into, you know, without getting bloated. >> Yeah, Yeah. I think it's all about the TLAs, Dave. It's about the S, it's about SDKs and APIs and having an ecosystem of partners that will look at the lightweight agent and then develop around it. Again, going back to the idea of platform, it's critical. If you're trying to do it all on your own, you get bloat. If you try to be all things to all people with your agent, if you try to reverse engineer every capability that's out there, it doesn't work. >> Well that's one of the things that, again I want to explore because CrowdStrike is trying to be a generational company. In the Breaking Analysis that we published this week. One of the things I said, "In order to be a generational company you have to have a strong ecosystem." Now the ecosystem here is respectable, you know, but it's obviously not AWS class. You know, I think Snowflake is a really good example, ServiceNow. This feels to me like ServiceNow circa 2013. >> Yeah. >> And we've seen how ServiceNow has evolved. You know, Okta, bought Off Zero to give them the developer angle. We heard a little bit about a developer platform today. I want to dig into that some more. And we heard a lot about everybody hates their DLP. I want to get rid of my DLP, data loss prevention. And so, and the same thing with the SIM. One of the ETR round table, Eric Bradley, our colleague at a round table said "If it weren't for the compliance requirements, I would replace my SIM with XDR." And so that's again, another interesting topic. CrowdStrike, cloud native, lightweight agent, you know, some really interesting tuck in acquisitions. Great go-to-market, you know, not super hype just product that works and gets stuff done, you know, seems to have a really good, bright future. >> Yeah, no, I would agree. Definitely. No hype necessary. Just constant execution moving forward. It's clearly something that will be increasingly in demand. Another subject that came up that I thought was interesting, in the keynote, was this idea of security for elections, extending into the realm of misinformation and disinformation which are both very very loaded terms. It'll be very interesting to see how security works its way into that realm in the future. >> Yeah, yeah, >> Yeah. >> Yeah, his guy, Kevin Mandia, who is the CEO of Mandiant, which just got acquired. Google just closed the deal for $5.4 billion. I thought that was kind of light, by the way, I thought Mandiant was worth more than that. Still a good number, but, and Kevin, you know was the founder and, >> Great guy. >> they were self-funded. >> Yeah, yeah impressive. >> So. But I thought he was really impressive. He talked about election security in terms of hardening you know, the election infrastructure, but then, boom he went right to what I see as the biggest issue, disinformation. And so I'm sitting there asking myself, okay how do you deal with that? And what he talked about was mapping network effects and monitoring network effects, >> Right. >> to see who's pumping the disinformation and building career streams to really monitor those network effects, positive, you know, factual or non-factual network or information. Because a lot of times, you know, networks will pump factual information to build credibility. Right? >> Right. >> And get street cred, earn that trust. You know, you talk about zero trust. And then pump disinformation into the network. So they've now got a track. We'll get, we have Kevin Mandia on later with Sean Henry who's the CSO yeah, the the CSO or C S O, chief security officer of CrowdStrike >> more TLA. Well, so, you can think of it as almost the modern equivalent of the political ad where the candidate at the end says I support this ad or I stand behind whatever's in this ad. Forget about trying to define what is dis or misinformation. What is opinion versus fact. Let's have a standard for finding, for exposing where the information is coming from. So if you could see, if you're reading something and there is something that is easily de-code able that says this information is coming from a troll farm of a thousand bots and you can sort of examine the underlying ethos behind where this information is coming from. And you can take that into consideration. Personally, I'm not a believer in trying to filter stuff out. Put the garbage out there, just make sure people know where the garbage is coming from so they can make decisions about it. >> So I got a thought on that because, Kevin Mandia touched on it. Again, I want to ask about this. He said, so this whole idea of these, you know detecting the bots and monitoring the networks. Then he said, you can I think he said something that's to the effect of. "You can go on the offensive." And I'm thinking, okay, what does that mean? So for instance, you see it all the time. Anytime I see some kind of fact put out there, I got to start reading the comments and like cause I like to see both sides, you know. I'm right down the middle. And you'll go down and like 40 comments down, you're like, oh this is, this is fake. This video was edited, >> Right. >> Da, da, da, da, and then a bunch of other people. But then the bots take over and that gets buried. So, maybe going on the offensive is to your point. Go ahead and put it out there. But then the bots, the positive bots say, okay, by the way, this is fake news. This is an edited video FYI. And this is who put it out and here's the bot graph or something like that. And then you attack the bots with more bots and then now everybody can sort of of see it, you know? And it's not like you don't have to, you know email your friend and saying, "Hey dude, this is fake news." >> Right, right. >> You know, Do some research. >> Yeah. >> Put the research out there in volume is what you're saying. >> Yeah. So, it's an, it's just I thought it was an interesting segue into another area of security under the heading of election security. That is fraught with a lot of danger if done wrong, if done incorrectly, you know, you you get into the realm of opinion making. And we should be free to see information, but we also should have access to information about where the information is coming from. >> The other narrative that you hear. So, everything's down today again and I haven't checked lately, but security generally, we wrote about this in our Breaking Analysis. Security, somewhat, has held up in the stock market better than the broad tech market. Why? And the premise is, George Kurt said this on the last conference call, earnings call, that "security is non-discretionary." At the same time he did say that sales cycles are getting a little longer, but we see this as a positive for CrowdStrike. Because CrowdStrike, their mission, or one of their missions is to consolidate all these point tools. We've talked many, many times in the Cube, and in Breaking Analysis and on Silicon Angle, and on Wikibon, how the the security business use too many point tools. You know this as a former CTO. And, now you've got all these stove pipes, the number one challenge the CSOs face is lack of talent. CrowdStrike's premise is they can consolidate that with the Fal.Con platform, and have a single point of control. "Single pane of glass" to use that bromide. So, the question is, is security really non-discretionary? My answer to that is yes and no. It is to a sense, because security is the number one priority. You can't be lax on security. But at the same time the CSO doesn't have an open checkbook, >> Right. >> He or she can't just say, okay, I need this. I need that. I need this. There's other competing initiatives that have to be taken in balance. And so, we've seen in the ETR spending data, you know. By the way, everything's up relative to where it was, pre you know, right at the pandemic, right when, pandemic year everything was flat to down. Everything's up, really up last year, I don't know 8 to 10%. It was expected to be up 8% this year, let's call it 6 to 7% in 21. We were calling for 7 to 8% this year. It's back down to like, you know, 4 or 5% now. It's still healthy, but it's softer. People are being more circumspect. People aren't sure about what the fed's going to do next. Interest rates, you know, loom large. A lot of uncertainty out here. So, in that sense, I would say security is not non-discretionary. Sorry for the double negative. What's your take? >> I think it's less discretionary. >> Okay. >> Food, water, air. Non-discretionary. (David laughing) And then you move away in sort of gradations from that point. I would say that yeah, it is, it falls into the category of less-discretionary. >> Alright. >> Which is a good place to be. >> Dave Nicholson and David Vallante here. Two days of wall to wall coverage of Fal.Con 2022, CrowdStrike's big user conference. We got some great guests. Keep it right there, we'll be right back, right after this short break. (upbeat music)

Published Date : Sep 20 2022

SUMMARY :

that the unstoppable breach is a myth. I didn't hear the phrase. platform to get to 5 billion. And you know what, Dave? in the cyber defense industry, of the people who were on stage today. And he mentioned that the That is kind of the linchpin that the best way to deliver And then the other is, as you get into XDR Man in the street, It's about the S, it's about SDKs and APIs One of the things I said, And so, and the same thing with the SIM. into that realm in the future. of light, by the way, Yeah, as the biggest issue, disinformation. Because a lot of times, you know, into the network. And you can take that into consideration. cause I like to see both sides, you know. And then you attack the You know, Put the research out there in volume I thought it was an interesting And the premise is, George Kurt said this the fed's going to do next. And then you move away Two days of wall to wall coverage

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Ryan Gill, Open Meta | Monaco Crypto Summit 2022


 

[Music] hello everyone welcome back to the live coverage here in monaco for the monaco crypto summit i'm john furrier host of thecube uh we have a great great guest lineup here already in nine interviews small gathering of the influencers and the people making it happen powered by digital bits sponsored by digital bits presented by digital bits of course a lot happening around decentralization web 3 the metaverse we've got a a powerhouse influencer on the qb ryan gills the founder of openmeta been in the issue for a while ryan great to see you thanks for coming on great to be here thank you you know one of the things that we were observing earlier conversations is you have young and old coming together the best and brightest right now in the front line it's been there for a couple years you know get some hype cycles going on but that's normal in these early growth markets but still true north star is in play that is democratize remove the intermediaries create immutable power to the people the same kind of theme has been drum beating on now come the metaverse wave which is the nfts now the meta verses you know at the beginning of this next wave yeah this is where we're at right now what are you working on tell us what's what's open meta working on yeah i mean so there is a reason for all of this right i think we go through all these different cycles and there's an economic incentive engine and it's designed in because people really like making money but there's a deeper reason for it all and the words the buzzwords the terms they change based off of different cycles this one is a metaverse i just saw it a little early you know so i recognized the importance of an open metaverse probably in 2017 and really decided to dedicate 10 years to that um so we're very early into that decade and we're starting to see more of a movement building and uh you know i've catalyzed a lot of that from from the beginning and making sure that while everything moves to a closed corporate side of things there's also an equal bottom-up approach which i think is just more important and more interesting well first of all i want to give you a lot of props for seeing it early and recognizing the impact and potential collateral damage of not not having open and i was joking earlier about the facebook little snafu with the the exercise app and ftc getting involved and you know i kind of common new york times guy comment online like hey i remember aol wanted to monopolize dial up internet and look the open web obviously changed all that they went to sign an extinction not the same comparable here but you know everyone wants to have their own little walled guard and they feel comfortable first-party data the data business so balancing the benefit of data and all the ip that could come into whether it's a visualization or platform it has to be open without open then you're going to have fragmentation you're going to have all kinds of perverse incentives how does the metaverse continue with such big players like meta themselves x that new name for facebook you know big bully tons of cash you know looking to you know get their sins forgiven um so to speak i mean you got google probably will come in apple's right around the corner amazon you get the whales out there how do is it proprietary is walled garden the new proprietary how do you view all that because it's it's still early and so there's a lot of change can happen well it's an interesting story that's really playing out in three acts right we had the first act which was really truly open right there was this idea that the internet is for the end user this is all just networking and then web 2 came and we got a lot of really great business models from it and it got closed up you know and now as we enter this sort of third act we have the opportunity to learn from both of those right and so i think web 3 needs to go back to the values of web one with the lessons in hindsight of web 2. and all of the winners from web 2 are clearly going to want to keep winning in web 3. so you can probably guess every single company and corporation on earth will move into this i think most governments will move into it as well and um but they're not the ones that are leading it the ones that are leading it are are just it's a culture of people it's a movement that's building and accumulating over time you know it's weird it's uh the whole web 2 thing is the history is interesting because you know when i started my podcasting company in 2004 there's only like three of us you know the dave weiner me evan williams and jack dorsey and we thought and the blogging just was getting going and the dream was democratization at the time mainstream media was the enemy and then now blogs are media so and then all sudden it like maybe it was the 2008 area with the that recession it stopped and then like facebook came in obviously twitter was formed from the death of odio podcasting company so the moment in time in history was a glimmic glimmer of hope well we went under my company went under we all went under but then that ended and then you had the era of twitter facebook linkedin reddit was still around so it kind of stopped where did it where did it pick up was it the ethereum bitcoin and ethereum brought that back where'd the open come back well it's a generational thing if you if you go back to like you know apple as a startup they were trying to take down ibm right it was always there's always the bigger thing that was that we we're trying to sort of unbundle or unpackage because they have too much power they have too much influence and now you know facebook and apple and these big tech companies they are that on on the planet and they're doing it bigger than it's ever been done but when they were startups they existed to try to take that from a bigger company so i think you know it's not an it's not a fact that like facebook or zuckerberg is is the villain here it's just the fact that we're reaching peak centralization anything past this point it becomes more and more unhealthy right and an open metaverse is just a way to build a solution instead of more of a problem and i think if we do just allow corporations to build and own them on the metaverse these problems will get bigger and larger more significant they will touch more people on earth and we know what that looks like so why not try something different so what's the playbook what's the current architecture of the open meta verse that you see and how do people get involved is there protocols to be developed is there new things that are needed how does the architecture layout take us through that your mindset vision on that and then how can people get involved yeah so the the entity structure of what i do is a company called crucible out of the uk um but i i found out very quickly that just a purely for-profit closed company a commercial company won't achieve this objective there's limitations to that so i run a dao as well out of switzerland it's called open meta we actually we named it this six months before facebook changed their name and so this is just the track we're on right and what we develop is a protocol uh we believe that the internet built by game developers is how you define the metaverse and that protocol is in the dao it is in the dow it's that's crucial crucible protocol open meta okay you can think of crucible as labs okay no we're building we're building everything so incubator kind of r d kind of thing exactly yeah and i'm making the choice to develop things and open them up create public goods out of them harness things that are more of a bottom-up approach you know and what we're developing is the emergence protocol which is basically defining the interface between the wallets and the game engines right so you have unity and unreal which all the game developers are sort of building with and we have built software that drops into those game engines to map ownership between the wallet and the experience in the game so integration layer basically between the wallet kind of how stripe is viewed from a software developer's campaign exactly but done on open rails and being done for a skill set of world building that is coming and game developers are the best suited for this world building and i like to own what i built yeah i don't like other people to own what i build and i think there's an entire generation that's that's really how do you feel about the owning and sharing component is that where you see the scale coming into play here i can own it and scale it through the relationship of the open rails yeah i mean i think the truth is that the open metaverse will be a smaller network than even one corporate virtual world for a while because these companies have billions of people right yeah every room you've ever been in on earth people are using two or three of facebook's products right they just have that adoption but they don't have trust they don't have passion they don't have the movement that you see in web3 they don't have the talent the level of creative talent those people care about owning what they create on the on what can someone get involved with question is that developer is that a sponsor what do people do to get involved with do you and your team and to make it bigger i mean it shouldn't be too small so if this tracks you can assume it gets bigger if you care about an open metaverse you have a seat at the table if you become a member of the dao you have a voice at the table you can make decisions with us we are building developing technology that can be used openly so if you're a game developer and you use unity or unreal we will open the beta this month later and then we move directly into what's called a game jam so a global hackathon for game developers where we just go through a giant exploration of what is possible i mean you think about gaming i always said the early adopters of all technology and the old web one was porn and that was because they were they were agnostic of vendor pitches or whatever is it made money they've worked we don't tell them we've always been first we don't tolerate vaporware gaming is now the new area where it is so the audience doesn't want vapor they want it to work they want technology to be solid they want community so it's now the new arbiter so gaming is the pretext to metaverse clearly gaming is swallowing all of media and probably most of the world and this game mechanics under the hood and all kinds of underlying stuff now how does that shape the developer community so like take the classic software developer may not be a game developer how do they translate over you seeing crossover from the software developers that are out there to be game developers what's your take on that it's an interesting question because i come to a lot of these events and the entire web 3 movement is web developers it's in the name yeah right and we have a whole wave of exploration and nfts being sold of people who really love games they're they're players they're gamers and they're fans of games but they are not in the skill set of game development this is a whole discipline yeah it's a whole expertise right you have to understand ik retargeting rigging bone meshes and mapping of all of that stuff and environment building and rendering and all these things it's it's a stacked skill set and we haven't gone through any exploration yet with them that is the next cycle that we're going to and that's what i've spent the last three or four years preparing for yeah and getting the low code is going to be good i was saying earlier to the young gun we had on his name was um oscar belly he's argo versus he's 25 years old he's like he made a quote i'm too old to get into esports like 22 old 25 come on i'd love to be in esports i was commenting that there could be someone sitting next to us in the metaverse here on tv on our digital tv program in the future that's going to be possible the first party citizenship between physical experience absolutely and meta versus these cameras all are a layer in which you can blend the two yeah so that that's that's going to be coming sooner and it's really more of the innovation around these engines to make it look real and have someone actually moving their body not like a stick figure yes or a lego block this is where most people have overlooked because what you have is you have two worlds you have web 3 web developers who see this opportunity and are really going for it and then you have game developers who are resistant to it for the most part they have not acclimated to this but the game developers are more of the keys to it because they understand how to build worlds yeah they do they understand how to build they know what success looks like they know what success looks like if you if you talk about the metaverse with anyone the most you'll hear is ready player one yeah maybe snow crash but those things feel like games yeah right so the metaverse and gaming are so why are game developers um like holding back is because they're like ah it's too not ready yet i'm two more elite or is it more this is you know this is an episode on its own yeah um i'm actually a part of a documentary if you go to youtube and you say why gamers hate nfts there's a two-part documentary about an hour long that robin schmidt from the defiant did and it's really a very good deep dive into this but i think we're just in a moment in time right now if you remember henry ford when he he produced the car everybody wanted faster horses yeah they didn't understand the cultural shift that was happening they just wanted an incremental improvement right and you can't say that right now because it sounds arrogant but i do believe that this is a moment in time and i think once we get through this cultural shift it will be much more clear why it's important it's not pure speculation yeah it's not clout it's not purely money there's something happening that's important for humanity yeah and if we don't do it openly it will be more of a problem yeah i totally agree with you on that silent impact is number one and people some people just don't see it because it's around the corner visionaries do like yourselves we do my objective over the next say three to six months is to identify which game developers see the value in web 3 and are leaning into it because we've built technology that solves interoperability between engines mapping ownership from wallets all the sort of blueprints that are needed in order for a game developer to build this way we've developed that we just need to identify where are they right because the loudest voices are the ones that are pushing back against this yeah and if you're not on twitter you don't see how many people really see this opportunity and i talked to epic and unity and nvidia and they all agree that this is where the future is going but the one question mark is who wants it where are they you know it's interesting i talked to lauren besel earlier she's from the music background we were talking about open source and how music i found that is not open it's proprietary i was talking about when i was in college i used to deal software you'd be like what do you mean deal well at t source code was proprietary and that started the linux movement in the 80s that became a systems revolution and then open source then just started to accelerate now people like it's free software is like not a big deal everyone knows it's what it was never proprietary but we were fighting the big proprietary code bases you mentioned that earlier is there a proprietary thing for music well not really because it's licensed rights right so in the metaverse who's the proprietary is it the walled garden is the is it is it the gamers so is it the consoles is it the investment that these gaming companies have in the software itself so i find that that open source vibe is very much circulating around your world actually open maps in the word open but open source software has a trajectory you know foundations contributors community building same kind of mindset music not so much because no one's it's not direct comparable but i think here it's interesting the gaming culture could be that that proprietary ibm the the state the playstation the xbox you know if you dive into the modding community right the modding community has sort of been this like gray area of of gaming and they will modify games that already exist but they do it with the values of open source they do it with composability and there's been a few breakthroughs counter-strike is a mod right some of the largest games of all time came from mods of other games look at quake had a comeback i played first multiplayer doom when it came out in the 90s and that was all mod based exactly yeah quake and quake was better but you know i remember the first time on a 1.5 cable mode and playing with my friends remember vividly now the graphics weren't that good but that was mod it's mod so then you go i mean and then you go into these other subcultures like dungeons and dragons which was considered to be such a nerdy thing but it's just a deeply human thing it's a narrative building collective experience like these are all the bottom-up type approaches modding uh world building so you're going to connect so i'm just kind of thinking out loud here you're going to connect the open concept of source with open meta bring game developers and software drills together create a fabric of a baseline somewhat somewhat collected platform tooling and components and let it just sell form see what happens better self form that's your imposing composability is much faster yeah than a closed system and you got what are your current building blocks you have now you have the wallet and you have so we built an sdk on both unity and unreal okay as a part of a system that is a protocol that plugs into those two engines and we have an inventory service we have an avatar system we basically kind of leaned into this idea of a persona being the next step after a pfp so so folks that are out there girls and boys who are sitting there playing games they could build their own game on this thing absolutely this is the opportunity for them entrepreneurs to circumvent the system and go directly with open meta and build their own open environment like i said before i i like to own the things i built i've had that entrepreneurial lesson but i don't think in the future you should be so okay with other companies or other intermediaries owning you and what you build i think i mean opportunity to build value yeah and i think i think your point the mod culture is not so much going to be the answer it's what that was like the the the the dynamic of modding yes is developing yes and then therefore you get the benefit of sovereign identity yeah you get the benefit of unbanking that's not the way we market this but those are benefits that come along with it and it allows you to live a different life and may the better product win yeah i mean that's what you're enabling yeah ryan thanks so much for coming on real final question what's going on here why are we here in monaco what's going on this is the inaugural event presented by digital bits why are we here monaco crypto summit i'm here uh some friends of mine brittany kaiser and and lauren bissell invited me here yeah i've known al for for a number of years and i'm just here to support awesome congratulations and uh we'll keep in touch we'll follow up on the open meta great story we love it thanks for coming on okay cube coverage continues here live in monaco i'm john furrier and all the action here on the monaco crypto summit love the dame come back next year it'll be great back with more coverage to wrap up here on the ground then the yacht club event we're going to go right there as well that's in a few hours so we're going to be right back [Music] you

Published Date : Aug 2 2022

SUMMARY :

the nfts now the meta verses you know at

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Steve Francis, Instaclustr | AWS Startup Showcase S2 E1 | Open Cloud Innovations


 

>>Welcome everyone. I'm Dave Nicholson with the cube. This is a special Q conversation. That is part of the AWS startup showcase. Season two. Got a very interesting conversation on deck with Steve Francis who joins us from Instaclustr. Steve is the chief revenue officer and executive vice president for go-to-market operations for Insta cluster. Steve, welcome to the cube. >>Thank you, Dave. Good to be here. >>It looks like you're on a, uh, you're you're you're coming to us from an exotic locale. Or do you just like to have a nautical theme in your office? >>No, I'm actually on my boat. I have lots of kids at home and, uh, it can be very noisy. So, uh, we call this our apartment in the city and sometimes when we need a quiet place, this, this does nicely >>Well, fantastic. Well, let's, let's talk about Instaclustr. Um, first give us, give us a primmer on Instaclustr and, uh, and what you guys do. And then let's double click on that and go into some of the details. >>Sure. So in sip cluster, we offer a SAS platform for data layer, open source technologies. And what those technologies have in common is they scale massively. We re curate technologies that are capable of massive scale. So people use them to solve big problems typically. And so in addition to SAS offerings for those open source projects where people can provision themselves clusters in minutes, um, we also offer support for all of the technologies that we offer on our SAS platform. We offer our customer support contracts as well. And then we have a consulting team, a global consulting team who are expert in all of those open source projects that can help with implementations that can help with design health checks, uh, you name it. So most of what they do is kind of short term expert engagements, but we've also done longer-term projects with them as well. >>So your business model is to be a SAS provider as opposed to an alternative, which would be to, uh, provide what's referred to as, uh, open core software. Is that, is that right? >>Yeah, that's exactly right. So you, so when, when our customers have an interest in using community open source, we're the right partner for them. And so, you know, really what that means is if they, whether it's our SAS platform, if, if they want the flexibility to say, we want to take that workload off of your SAS platform, maybe at some point operated ourselves because we're not throwing a bunch of PROPRICER proprietary stuff in there. They have the flexibility to do that. So they always have an exit ramp without being locked in and with our support customers, of course, it's very easy. What we support is both the open source project. And if there's a gap in that open source project, what we'll do is rather than create a proprietary piece of software to close the gap, we'll source something from the community and we'll support that. Or if it, or if something does not exist in the community, in many cases, we'll write it ourselves and open source it and then, and then support it. >>Yeah, it's interesting. Uh, supposedly Henry Ford made a comment once that if you ask customers what they want, they'll tell you they want a faster horse, uh, but he was inventing the automobile and some people have, have likened open core to sort of the faster mechanical horse version of open source where you're essentially substituting an old school legacy vendor for a new school vendor. That's wrapping their own proprietary stuff around a delicious core of open source, but it sort of diminishes the value proposition of open source. It sounds like that's, that's the philosophy that you have adopted at this point. That's >>I love that story. I haven't heard that before. One that I like, uh, you know, matching metaphor for metaphor, uh, is, uh, the, um, is the Luddites, right? You know, the Luddites didn't want to lose their weaving jobs. And so they would smash weeding looms and, um, you know, to, to protect their reading jobs. And I think it's the same thing with the open core model they're protecting, uh, you know, they're creating fear, uncertainty and doubt about open, open sourcing. Oh, it isn't secure. And, you know, the, those, those arguments have been used for 15 years or 20 years. And, you know, maybe 15 years ago there were some truth to it. But when you look at who is using open source community open source now for huge projects, you know, if you just do a search for Apache coffee users and go to the Apache Apache website, you know, it's kind of the who's who in big business, and these are people using community open source. And so, um, a lot of the fear and uncertainty and doubt is still used, and it's just, you know, it's just kind of hanging on to a business model that isn't really it's for the benefit of the, of the vendor and not the benefit of the customer. >>Well, so I can imagine being a customer and realizing several years into an open core journey that I basically painted myself into a similar corner that I was in before. Um, and so I can see where that, you know, that can be something that is a realization that, that creeps up over time from a customer perspective, but from your business model perspective, um, if I'm understanding correctly, your, when you scale, you're scaling the ability to, um, take over operations for our customer, uh, that, that some level, I'm sure you've got automation involved in this. Uh, but at some level you've got to scale in terms of really smart people, um, has that limited your ability to scale. So first talk about what have the results been. You guys we've been covering you since 2018. What have your results been over time and has that sort of limited that that limit to your scalability, uh, been an issue at all. >>It's hard to find people, uh, it's hard, it's hard for our customers to find people and it's hard for us to find people. So we have an advantage for two reasons. Number one, we have a really good process for hiring people, hiring graduates, recent computer science graduates typically, and then getting them trained up and productive on our platform and within a pretty short timeframe of three or four months. And, um, you know, so we we've, we've, uh, we have a really well-proven process to do that. And then the other thing that you've already alluded to is automation, right? There's a ton of automation built into our platform. So we have a big cost advantage over our customers. So, you know, our, our customers, you know, if they want to go hire a seasoned, you know, Kafka person or PostGrest personal work, a person, these people are incredibly expensive in the market, but for us, we can get those people for relatively less expensive. And then with the automation that we have built into our platform to do all the operational tasks and handle all the operational burdens on those different open source projects, it's a lot of it's automated. And so, uh, you know, where one of our experts can use, you know, the number of workloads that they can operate is usually, you know, many times more than what someone could do without all of the operational capability or all the automated capabilities that we have. >>So what has your, what is your plan for scaling the business look like into the future? Is it a additional investment in those core operators? Uh, are you looking at, uh, uh, expansion, geographically acquisition? What, what can you share with us? >>We've done some acquisition. We added a Postgres capability. We recently added a last, further Alaska search capability and really buttressed our capabilities there. I think we'll do more of that. And, um, we, we will continue to add technologies that we find interesting and, and federal model, usually what we look for technologies that are pretty popular. They're used to solve big problems and they're complicated to manage, right? If something's easy to manage, people are less likely to perceive our value to be that great. So we look for things that, um, you know, are we kind of take the biggest areas, gnarliest, um, open-source projects for people to manage, and we handle the heavy lifting. >>Well, can you give me an example of something like that? You don't have to, you don't have to share a customer name if you don't, if it's not appropriate, but give us a, give us an example of, of Instaclustr inaction pretend I'm the customer. And, uh, and, uh, you know, you mentioned elastic search. Let's say that, let's say that that is absolutely something that's involved. And I have a choice between some open, open core solution and throwing my people at it to manage it, uh, and, and, and operate at the data layer, uh, versus what you would do. What does that interaction look like? How do, how does the process, >>Um, so one thing that we hear from elastic search customers a lot is, uh, their customers, some of them are unhappy. And what they'll tell us is look, when we get an operational problem with Alaska search, we go to Alaska search. And the answer we get from them is we gotta buy, you know, you gotta buy more stuff, you got to add more nodes, and they're in the business of, uh, you know, that's, that's our business. And, uh, you know, they do have a SAS offering, but, um, you know, they're, they're also in the business of selling software. And so when those customers, those same customers come to us, our answer is often, well, Hey, we can help you optimize your environment. And, you know, a lot of times when we onboard people into our platform, they'll achieve cost savings because maybe they weren't on the cloud. Maybe they weren't completely optimized there. And, um, you know, we want to make sure that they get a good operational experience and that's how we felt lock customers in, right. We don't lock them in with code. We make sure that they have a positive experience that we take a lot of that operational stuff off their hands. And so there's just a good natural alignment between what we want to provide that customer and what they ultimately want to consume. Uh, you know, that, that alignment I think is, is uniquely high within our business. >>Well, so how, how have things changed just in the last several years? Obviously, I mean, you know, the, the pandemic has, has affected everything in, in one way or another, but, but in terms of things that live at the data layer being important, um, I mean, just in the last three or four years, the talk of various messaging interfaces and databases has shifted to a degree. Um, what do you see on the horizon? What's, what's, what's, what's getting buzz that maybe didn't get buzz a year ago. What, what, what are you looking for as well? If you're out looking for people with skill sets right now, what are those skill sets you're hiring to? >>I don't hire engineers, right. I run the go to market organization. I hire marketers, salespeople, consultants, but, uh, so it's probably different. I'm maybe not the best person to ask from an engineering standpoint, but, uh, your question about the data layer, um, and how, you know, that's evolving trends that we see it's becoming increasingly strategic. You know, every, there's a couple of buzzwords out there that, you know, for years now, people have been talking about, um, modernization, digital transformation, stuff like that, but, you know, there's, there's a lot to it like digital, you know, every business kind of needs to become a digital business. And as that happens, the amount of data that's produced is, is just as mushrooming, right. You know, the amount of data on the planet doubles about every two years. And so for a lot of applications for a lot of enterprise mission-critical applications, data is the most expensive layer of the application. >>You know, much more expensive than delivering a front end, much more expensive than delivering a military when you just, when you factor in storage, um, uh, just the kind of moving data in and out, you know, data transfer fees, the cost of engineering resources that it's, it's incredibly expensive. So data layers are becoming strategic because organizations are looking at it and realizing, you know, the amount that they're spending on this is eye-popping. And so that's why it's becoming strategic. It's on the radar, just due to the, uh, the size of bills that organizations are looking at. Um, and we could drive those bills down. You know, our value proposition is really simpler. It's a better, faster, cheaper, and we eliminate the license fees. We can, you know, we are operational experts, so we can get people architected in the cloud more efficiently, and probably about a third of the time we save our customers cloud fees. Um, so it's, you know, it's a pretty simple model that some of those things that are strategically more, or are there, sorry, traditionally more tactical or becoming strategic, just because of the scope and scale of them. >>We, uh, we're having this conversation as part of the AWS startup showcase, which basically means that AWS said, Hey, Silicon angle, have your cube guys go talk to these people because we think they're cool. So, um, so why, why, why do they think you're cool? Are you a wholly owned subsidiary of AWS? Did you, did you and your family, uh, uh, exceed the 300 order, uh, Amazon threshold last year? Y what's your relationship with Amazon? >>I bought an elf on the shelf from, I don't know, I don't know why. Um, you know, we're, we're growing fast and we're, we're growing north of 50% last year in 21 and closer to 60%. Um, you know, we certainly, I think, uh, when our customers sign up for our services, you know, Amazon gets more workloads. That's, that's probably a positive thing for Amazon. Um, we're certainly not, you know, there's much, much, much bigger vendors and partners than us that they have, but, uh, but you know, they're, I think they're aware that there's, there's some, some of the smaller vendors like us will grow up to be, you know, the, you know, the bigger vendors of tomorrow. Um, but they've kind of, they've been a great partner. You know, we, we support multiple, we do support multiple clouds, and Amazon's cool with that. You know, we support GCP, we support Azure and kind of give our customers the choice of what clouds they want to run on. Uh, most of our customers do run an Amazon that seems to be sort of a defacto standard, but, um, they haven't been a great partner, >>But, but AWS, it's not a dependency. Uh, if you're, if you're working within the cluster, it doesn't mean that you must be in AWS. >>Nope. We can support customers. Uh, that's a great question. So we can support customers and multiple clouds, and we even support them on prem, right? If they, if organizations that have their own data center, we actually have an on-premise managed service offering. And if that's not a fit, we even have, um, we can offer support contracts, like if they want to do it themselves and do a lot of the heavy lifting and just need sort of a red phone for emergency situations. Uh, we offer 24 by 7, 365 support with 20 minutes service levels for urgent issues. >>So your chief revenue officer, that means that you write the code that runs operations in your system. I'm not smiling, but I'm at, but I'm, but I am actually joking. So that's what the dry sense of humor. Uh, but, but, but seriously, let's talk about the business end of this, right? We have, uh, we have a lot of folks who, uh, who tuned into the queue because of the technology aspect of it, but let's talk about your, your growth trajectory over time. Um, uh, this isn't a drill down. I'm not asking for your, your pipeline, Steve, but, uh, but, but, you know, give us an idea of what that trajectory has looked like. Um, what's going on. >>Yeah. I mean the most recent year, you know, we're, we're getting, uh, to be, um, I, I don't know what I'm permitted to share expect, but I, you know, we've, we've had a lot of growth, you know, if we've won a couple, a couple of hundred percent, our revenue has in the amount of time that I've been here, which is three years, and we're the point now, or pretty good size. Uh, and that gives us, uh, it's cool. It's exciting. You know, we're, we're noticing in the market is people who traded two years ago. People, no one knew who we were. And now we're beginning to talk to some partners, some resellers, some customers, and they will say things like, oh yeah, we've heard of you. We didn't know what you did, but we've heard of you. And, you know, that's, that's fun. That's a great place to be. Uh, you know, it becomes a little bit self-sustaining at that point. And, um, we, you know, we are about to launch, I, it's not a secret because this isn't public preview. So I think >>Was there, I noticed the pause where you're like, can I say this or not? Go ahead and say, go ahead and say, >>Really we, uh, I was trying to think, wait, am I revealing anything here? I shouldn't. But, uh, we did just go public preview, uh, probably a month ago with a project called Aiden's, uh, cadence workflow. Uh, you can actually, um, go to the Instaclustr website and look up cadence. Um, it's run their homepage, or you can, if you want to go to the open source project itself, you can go to cadence, workflow.io. Uh, this is a project that's trending pretty highly on Google. It's got a lot of important movers in the technology business that are using it and having a lot of success with it. Uh, and we're going to be first to market globally with a SAS offering for cadence, port flop. And, um, it's an incredibly exciting project. And it's exciting for us to specifically, because it's a little different, right? It's not, it's a middle tier project that is targeted at developers to increase developer productivity and developer velocity. >>Um, you joked about my being a CRO writing code, but I actually used to be a coder long time ago. I was not very good at it, but what I did enough of it to remember that a lot of what I did as a coder was right. Plumbing code, you know, rather than writing that code that makes the business application function a huge amount of my time as a developer was spent writing, you know, just the plumbing code to make things work and to make it secure and to make a transactional and just all that, you know, kind of nitty gritty code that you gotta do in a nutshell, cadence makes writing that code way easier. So especially for distributed applications that have workflow like capabilities requirements, uh, it's a massive productivity and PR increaser. So it's cool. Exciting for us is now we can, rather than just target data operators, we can actually target developers and engage, not just at the data layer, but kind of at that middle tier as well, and begin to, uh, identify and, um, uh, synergies between the different services that we have and, and our customers will obviously benefit from that. >>So that's a big part of our growth strategy. >>Yeah. So more, more on from a business perspective and a go to market perspective. Um, what is your, what is your go to market strategy or, uh, do you have, do you have a channel strategy? Are you working with partners? >>He is pretty nascent. You know, our go to market strategy for the most part has been, you know, we, uh, pay the Google gods and, and lots of people come to our website and say, they want to talk to us. You know, we talked to them and we get them signed up with, uh, uh, on our, our, our SAS platform or with a support contract or with our consulting team. Um, we also do outbound, you know, we do, we have an inside sales team that does outbound prospecting and we have, um, and we also have some self-service. We have some, some self service customers as well that just, you know, anyone can go to our website, swipe a credit card, sign up for one of our SAS offering and begin, literally get fired up in minutes and PR and using the platform. Uh, so, you know, it's a bit of a mix of high touch, low touch, I think are, you know, we have tons of big logos. >>We know lots and lots of our customers are household name, really big organizations solving big problems. And, um, that's kind of where the bulk of our businesses. And so I think we've been a little more focused there and go to market than we have sort of a know startup selling to startups and the people that just from super developer focused, wanting low touch. So, but I think we need to do better at that part of the market. And we are investing some resources there so that, you know, we're not so lopsided at the high end of the market. We want kind of a, more of a balanced approach because, you know, some of those, some of those, um, younger companies are going to grow up to be big massively successful companies. We've had that, you know, door dash is a tough class, has been a customer of ours for years, and they were not nearly, you know, we, there were a prepayment, there were custom bars, pre pandemic, and we all know what happened to them, uh, during the pandemic. And so, you know, we know there's other door dashes out there. >>Yeah. Yeah. Uh, uh, final question, geography, uh, you guys global. I, uh, I know you're in north America, but, um, what, what, what does that look like for you? Where are you at? >>We're super global. So, you know, in my go-to-market organization, we have sellers in, um, uh, AsiaPac and Europe, you know, multiple in Asia, multiple in Europe, uh, you know, lots of lots in the, in the states, uh, same with marketing, uh, same with engineering, same with our tech ops delivery team. We have most of them, uh, in Australia, which is where we were founded. Uh, but we also have a pretty good sized team, uh, out of Boston and, um, kind of a nascent team, uh, in India as well, to help to tell it, to help them out. So yeah, very much global and, um, you know, getting close to 300 employees, um, you know, when I started, I think we're about 85 to 90, >>That's it, that's an exciting growth trajectory. And, uh, I'm just going to assume, because it just feels awesome to assume it that since you're on a boat and since you were founded in Australia, that that's how you go back and forth to, uh, to visit the most. >>Yeah. Yeah. It takes a while. It takes a while. >>So with that, Steve, I want to say a smooth sailing and, uh, and, uh, thanks for joining us here on the cube. I'm Dave Nicholson. Uh, this has been part of the AWS startup showcase my conversation with Steve Francis of Instaclustr again. Thanks Steve. Stay tuned. >>Thanks very much to you, >>Your source for hybrid tech coverage.

Published Date : Jan 26 2022

SUMMARY :

Steve is the chief revenue officer and executive vice Or do you just like to So, uh, we call this our apartment in the city and sometimes when we need a quiet place, give us a primmer on Instaclustr and, uh, and what you guys do. you name it. as, uh, open core software. you know, really what that means is if they, whether it's our SAS platform, It sounds like that's, that's the philosophy that you have adopted at this point. One that I like, uh, you know, matching metaphor for metaphor, and so I can see where that, you know, that can be something that is a realization that, And so, uh, you know, where one of our experts can use, So we look for things that, um, you know, And, uh, and, uh, you know, you mentioned elastic search. And, uh, you know, they do have a SAS offering, but, I mean, you know, the, the pandemic has, has affected everything in, in one way or another, um, and how, you know, that's evolving trends that we see We can, you know, we are operational experts, so we can get people architected in the cloud more efficiently, Are you a wholly owned subsidiary of AWS? I think, uh, when our customers sign up for our services, you know, it doesn't mean that you must be in AWS. Uh, we offer 24 by 7, 365 support with 20 minutes service levels for urgent but, uh, but, but, you know, give us an idea of what that trajectory has looked like. um, I, I don't know what I'm permitted to share expect, but I, you know, we've, Um, it's run their homepage, or you can, if you want to go to the open source just all that, you know, kind of nitty gritty code that you gotta do in a nutshell, uh, do you have, do you have a channel strategy? You know, our go to market strategy for the most part has been, you know, And so, you know, we know there's other door dashes out there. Where are you at? multiple in Asia, multiple in Europe, uh, you know, lots of lots in the, you were founded in Australia, that that's how you go back and forth to, It takes a while. uh, thanks for joining us here on the cube.

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MANUFACTURING Reduce Costs


 

>>Hey, we're here in the second manufacturing drill down session with Michael Gerber. He was the managing director for automotive and manufacturing solutions at Cloudera. And we're going to continue the discussion with a look at how to lower costs and drive quality in IOT analytics with better uptime and hook. When you do the math, it's really quite obvious when the system is down, productivity is lost and it hits revenue and the bottom line improve quality drives, better service levels and reduces lost opportunities. Michael. Great >>To see you take it away. >>All right, guys. Thank you so much. So I'd say we're going to talk a little bit about connected manufacturing, right? And how those IOT IOT around connected manufacturing can do as Dave talked about improved quality outcomes for manufacturing and flute and improve your plant uptime. So just a little bit quick, quick, little indulgent, quick history lesson. I promise to be quick. We've all heard about industry 4.0, right? That is the fourth industrial revolution. And that's really what we're here to talk about today. First industrial revolution, real simple, right? You had steam power, right? You would reduce backbreaking work. Second industrial revolution, mass assembly line. Right. So think about Henry Ford and motorized conveyor belts, mass automation, third industrial revolution, things got interesting, right? You started to see automation, but that automation was done essentially programmed your robot to do something and did the same thing over and over and over irrespective about of how your outside operations, your outside conditions change fourth industrial revolution, very different, right? >>Cause now we're connecting, um, equipment and processes and getting feedback from it. And through machine learning, we can make those, um, those processes adapted right through machine learning. That's really what we're talking about in the fourth industrial revolution. And it is intrinsically connected to data and a data life cycle. And by the way, it's important, not just for a little bit of a slight issue, there we'll issue that, but it's important. Not for technology's sake, right? It's important because it actually drives very important business outcomes. First of all, quality, right? If you look at the cost of quality, even despite decades of, of, of, uh, companies and manufacturers moving to improve while its quality prompts still accounts for 20% of sales, right? So every fifth of what you meant are manufactured from a revenue perspective, do back quality issues that are costing you a lot planned downtime, cost companies, $50 billion a year. >>So when we're talking about using data and these industry 4.0 types of use cases, connected data types of new spaces, we're not doing it just merely to implement technology. We're doing it to move these from members, improving quality, reducing downtime. So let's talk about how a connected manufacturing data life with what like, right, but this is actually the business. The cloud area is, is in. Let's talk a little bit about that. So we call this manufacturing edge to AI. This is analytics life cycle, and it starts with having your plants, right? Those plants are increasingly connected. As I say, sensor prices have come down two thirds over the last decade, right? And those sensors are connected over the internet. So suddenly we can collect all this data from your, um, manufacturing plants, and what do we want to be able to do? You know, we want to be able to collect it. >>We want to be able to analyze that data as it's coming across. Right? So, uh, in scream, right, we want to be able to analyze it and take intelligent time actions. Right? We might do some simple processing and filtering at the edge, but we really want to take real-time actions on that data. But, and this is the inference part of things are taking about time, but this, the ability to take these real-time actions or, um, is actually the result of a machine learning life cycle. I want to walk you through this, right? And it starts with, um, ingesting this data for the first time, putting it into an enterprise data lake, right in that data lake enterprise data lake can be either within your data center or it could be in the cloud. You're going to, you're going to ingest that data. You're going to store it. >>You're going to enrich it with enterprise data sources. So now you'll have say sensor data and you'll have maintenance repair orders from your maintenance management systems. Right now you could start to think about, you're getting really nice data sets. You can start to say, Hey, which sensor values correlate to the need for machine maintenance, right? You start to see the data sets. They're becoming very compatible with machine learning, but so you, you bring these data sets together. You process that you align your time series data from your sensors to your timestamp data from your, um, you know, from your enterprise systems that your maintenance management system, as I mentioned, you know, once you've done that, we can put a query layer on top. So now we can start to do advanced analytics query across all these different types of data sets. But as I mentioned to you, and what's really important here is the fact that once you've stored one history sets data, you can build out those machine learning models. >>I talked to you about earlier. So like I said, you can start to say, which sensor values drove the need of correlated to the need for equipment maintenance for my maintenance management systems, right? And you can build out those models and say, Hey, here are the sensor values of the conditions that predict the need for maintenance. Once you understand that you can actually then build out the smiles, you could deploy the models after the edge where they will then work in that inference mode, that photographer, I will continuously sniff that data as it's coming and say, Hey, which are the, are we experiencing those conditions that, that predicted the need for maintenance? If so, let's take real-time action, but schedule a work order and equipment maintenance work order in the past, let's in the future, let's order the parts ahead of time before that piece of equipment fails and allows us to be very, very proactive. >>So, >>You know, we have, this is a, one of the Mo the most popular use cases we're seeing in terms of connected, connected manufacturing. And we're working with many different manufacturers around the world. I want to just highlight. One of them is I thought it's really interesting. This company is for SIA for ECA is the, um, is the, was, is the, um, the, uh, a supplier associated with Pooja central line out of France. They are huge, right? This is a multinational automotive, um, parts and systems supplier. And as you can see, they operate in 300 sites in 35 countries. So very global, um, they connected 2000 machines, right. Um, and they once be able to take data from that. They started off with learning how to ingest the data. They started off very well with, um, you know, with, uh, manufacturing control towers, right? To be able to just monitor the data firms coming in, you know, monitor the process. >>That was the first step, right. Uh, and you know, 2000 machines, 300 different variables, things like, um, fibrations pressure temperature, right? So first let's do performance monitoring. Then they said, okay, let's start doing machine learning on some of these things to start to build out things like equipment, um, predictive maintenance models, or compute. What they really focused on is computer vision, wilding inspection. So let's take pictures of parts as they go through a process and then classify what that was this picture associated with the good or bad quality outcome. Then you teach the machine to make that decision on its own. So now, now the machine, the camera is doing the inspections beer. And so they both have those machine learning models. So they took that data. All this data was on-prem, but they pushed that data up to the cloud to do the machine learning models, develop those machine learning models. >>Then they push the machine learning models back into the plants where they, where they could take real-time actions through these computer vision, quality inspections. So great use case, a great example of how you can start with monitoring, move to machine learning, but at the end of the day, or improving quality and improving, um, uh, equipment uptime. And that is the goal of most manufacturers. So with that being said, um, I would like to say, if you want to learn some more, um, we've got a wealth of information on our website. You see the URL in front of you, please go there and you'll learn. There's a lot of information there in terms of the use cases that we're seeing in manufacturing and a lot more detail and a lot more talk about a lot more customers we'll work with. If you need that information, please do find it. Um, with that, I'm going to turn it over to Dave, to Steve. I think you had some questions you wanted to run by. >>I do, Michael, thank you very much for that. And before I get into the questions, I just wanted to sort of make some observations that was, you know, struck by what you're saying about the phases of industry. We talk about industry 4.0, and my observation is that, you know, traditionally, you know, machines have always replaced humans, but it's been around labor and, and the difference with 4.0, and what you talked about with connecting equipment is you're injecting machine intelligence. Now the camera inspection example, and then the machines are taking action, right? That's, that's different and, and is a really new kind of paradigm here. I think the, the second thing that struck me is, you know, the costs, you know, 20% of sales and plant downtime costing, you know, many tens of billions of dollars a year. Um, so that was huge. I mean, the business case for this is I'm going to reduce my expected loss quite dramatically. >>And then I think the third point, which we turn in the morning sessions and the main stage is really this, the world is hybrid. Everybody's trying to figure out hybrid, get hybrid, right. And it certainly applies here. Uh, this is, this is a hybrid world you've got to accommodate, you know, regardless of, of where the data is. You've gotta be able to get to it, blend it, enrich it, and then act on it. So anyway, those are my big, big takeaways. Um, so first question. So in thinking about implementing connected manufacturing initiatives, what are people going to run into? What are the big challenges that they're gonna, they're gonna hit? >>You know, there's, there's there, there's a few of the, but I think, you know, one of the, uh, one of the key ones is bridging what we'll call the it and OT data divide, right. And what we mean by the it, you know, your, it systems are the ones, your ERP systems, your MES systems, right? Those are your transactional systems that run on relational databases and your it departments are brilliant at running on that, right? The difficulty becomes an implementing these use cases that you also have to deal with operational technology, right? And those are, um, all of the, that's all the equipment in your manufacturing plant that runs on its proprietary network with proprietary pro protocols. That information can be very, very difficult to get to. Right. So, and it's unsafe, it's a much more unstructured than from your OT. So the key challenge is being able to bring these data sets together in a single place where you can start to do advanced analytics and leverage that diverse data to do machine learning. >>Right? So that is one of the, if I had to boil it down to the single hardest thing in this, uh, in this, in this type of environment, nectar manufacturing is that that operational technology has kind of run on its own in its own world for a long time, the silos, um, uh, you know, the silos, uh, bound, but at the end of the day, this is incredibly valuable data that now can be tapped, um, um, to, to, to, to move those, those metrics we talked about right around quality and uptime. So a huge opportunity. >>Well, and again, this is a hybrid theme and you've kind of got this world, that's going toward an equilibrium. You've got the OT side, you know, pretty hardcore engineers. And we know, we know it. Uh, a lot of that data historically has been analog data. Now it's getting, you know, instrumented and captured. Uh, so you've got that, that cultural challenge. And, you know, you got to blend those two worlds. That's critical. Okay. So Michael, let's talk about some of the use cases you touched on, on some, but let's peel the onion a bit when you're thinking about this world of connected manufacturing and analytics in that space. And when you talk to customers, you know, what are the most common use cases that you see? >>Yeah, that's a good, that's a great question. And you're right. I did allude to it earlier, but there really is. I want people to think about, there's a spectrum of use cases ranging from simple to complex, but you can get value even in the simple phases. And when I talk about the simple use cases, the simplest use cases really is really around monitoring, right? So in this, you monitor your equipment or monitor your processes, right? And you just make sure that you're staying within the bounds of your control plan, right? And this is much easier to do now. Right? Cause some of these sensors are a more sensors and those sensors are moving more and more towards internet types of technology. So, Hey, you've got the opportunity now to be able to do some monitoring. Okay. No machine learning, we're just talking about simple monitoring next level down. >>And we're seeing is something we would call quality event forensic announces. And now on this one, you say, imagine I've got warranty plans in the, in the field, right? So I'm starting to see warranty claims, kick kickoff. And what you simply want to be able to do is do the forensic analysis back to what was the root cause of within the manufacturing process that caused it. So this is about connecting the dots by about warranty issues. What were the manufacturing conditions of the day that caused it? Then you could also say which other tech, which other products were impacted by those same conditions. And we call those proactively rather than, and, and selectively rather than say, um, recalling an entire year's fleet of the car. So, and that, again, also not machine learning where simply connecting the dots from a warranty claims in the field to the manufacturing conditions of the day, so that you could take corrective actions, but then you get into a whole of machine learning use case, you know, and, and that ranges from things like quality or say yield optimization, where you start to collect sensor values and, um, manufacturing yield, uh, values from your ERP system. >>And you're certain start to say, which, um, you know, which map a sensor values or factors drove good or bad yield outcomes. And you can identify those factors that are the most important. So you, um, you, you measure those, you monitor those and you optimize those, right. That's how you optimize your, and then you go down to the more traditional machine learning use cases around predictive maintenance. So the key point here, Dave is, look, there's a huge, you know, depending on a customer's maturity around big data, you could start something with monitoring, get a lot of value, start, then bring together more diverse data sets to do things like connect the.analytics then and all the way then to, to, to the more advanced machine learning use cases there's value to be had throughout. I >>Remember when the, you know, the it industry really started to think about, or in the early days, you know, IOT and IOT. Um, it reminds me of when, you know, there was the, the old days of football field, we were grass and, and a new player would come in and he'd be perfectly white uniform and you had it. We had to get dirty as an industry, you know, it'll learn. And so, so my question relates to other technology partners that you might be working with that are maybe new in this space that, that to accelerate some of these solutions that we've been talking about. >>Yeah. That's a great question that it kind of, um, goes back to one of the things I alluded earlier, we've got some great partners, a partner, for example, litmus automation, whose whole world is the OT world. And what they've done is for example, they've built some adapters to be able to catch it practically every industrial protocol. And they've said, Hey, we can do that. And then give a single interface of that data to the Patera data platform. So now, you know, we're really good at ingesting it data and things like that. We can leverage say a company like litmus that can open the flood gates of that OT data, making it much easier to get that data into our platform. And suddenly you've got all the data you need to, to, to implement those types of industry 4.0, our analytics use cases. And it really boils down to, can I get to that? Can I break down that it OT, um, you know, uh, a barrier that we've always had and bring together those data sets that we can really move the needle in terms of improving manufacturing performance. >>Okay. Thank you for that last question. Speaking to moving the needle, I want to lead this discussion on the technology advances. I'd love to talk tech here, uh, are the key technology enablers, and advancers, if you will, that are going to move connected manufacturing and machine learning forward in this transportation space, sorry, manufacturing in >>A factory space. Yeah. I knew what you meant in know in the manufacturing space. There's a few things, first of all, I think the fact that obviously I know we touched upon this, the fact that sensor prices have come down and have become ubiquitous that number one, we can w we're finally being able to get to the OT data, right? That's that's number one, number, number two, I think, you know, um, we, we have the ability that now to be able to store that data a whole lot more efficiently, you know, we've got back way capabilities to be able to do that, to put it over into the cloud, to do the machine learning types of workloads. You've got things like if you're doing computer vision, while in analyst respect GPU's to make those machine learning models much more, uh, much more effective, if that 5g technology that starts to blur at least from a latency perspective where you do your computer, whether it be on the edge or in the cloud, you've, you've got more, you know, super business critical stuff. >>You probably don't want to rely on, uh, any type of network connection, but from a latency perspective, you're starting to see, uh, you know, the ability to do compute where it's the most effective now. And that's really important. And again, the machine learning capabilities, and they believed the book to build a GP, you know, GPU level machine learning, build out those models and then deployed by over the air updates to your equipment. All of those things are making this, um, there's, you know, there's the advanced analytics machine learning, uh, data life cycle just faster and better. And at the end of the day, to your point, Dave, that equipment and processor getting much smarter, very much more quickly. Yep. We got >>A lot of data and we have way lower cost, uh, processing platforms I'll throw in NP use as well. Watch that space neural processing units. Okay. Michael, we're going to leave it there. Thank you so much. Really appreciate your time, >>Dave. I really appreciate it. And thanks. Thanks for, for everybody who joined us. Thanks. Thanks for joining.

Published Date : Aug 5 2021

SUMMARY :

When you do the math, it's really quite obvious when the system is down, productivity is lost and it hits revenue and the bottom Thank you so much. So every fifth of what you meant are manufactured from a revenue perspective, So suddenly we can collect all this data from your, I want to walk you through this, You process that you align your time series data I talked to you about earlier. And as you can see, they operate in 300 sites Uh, and you know, 2000 machines, example of how you can start with monitoring, move to machine learning, but at the end of the day, I think the, the second thing that struck me is, you know, the costs, you know, 20% of sales And then I think the third point, which we turn in the morning sessions and the main stage is really this, And what we mean by the it, you know, your, it systems are the ones, for a long time, the silos, um, uh, you know, So Michael, let's talk about some of the use cases you touched on, on some, And you just make sure that you're staying within the bounds of your control plan, And now on this one, you say, imagine I've got warranty plans in the, in the field, And you can identify those factors that Remember when the, you know, the it industry really started to think about, or in the early days, So now, you know, we're really good at ingesting it if you will, that are going to move connected manufacturing and machine learning forward in that starts to blur at least from a latency perspective where you do your computer, and they believed the book to build a GP, you know, GPU level machine learning, Thank you so much. And thanks.

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MANUFACTURING V1b | CLOUDERA


 

>>Welcome to our industry. Drill-downs from manufacturing. I'm here with Michael Gerber, who is the managing director for automotive and manufacturing solutions at cloud era. And in this first session, we're going to discuss how to drive transportation efficiencies and improve sustainability with data connected trucks are fundamental to optimizing fleet performance costs and delivering new services to fleet operators. And what's going to happen here is Michael's going to present some data and information, and we're gonna come back and have a little conversation about what we just heard. Michael, great to see you over to you. >>Oh, thank you, Dave. And I appreciate having this conversation today. Hey, um, you know, this is actually an area connected trucks. You know, this is an area that we have seen a lot of action here at Cloudera. And I think the reason is kind of important, right? Because, you know, first of all, you can see that, you know, this change is happening very, very quickly, right? 150% growth is forecast by 2022. Um, and the reasons, and I think this is why we're seeing a lot of action and a lot of growth is that there are a lot of benefits, right? We're talking about a B2B type of situation here. So this is truck made truck makers providing benefits to fleet operators. And if you look at the F the top fleet operator, uh, the top benefits that fleet operators expect, you see this in the graph over here. >>Now almost 80% of them expect improved productivity, things like improved routing rates. So route efficiencies and improve customer service decrease in fuel consumption, but better technology. This isn't technology for technology sake, these connected trucks are coming onto the marketplace because Hey, it can provide for Mendez value to the business. And in this case, we're talking about fleet operators and fleet efficiencies. So, you know, one of the things that's really important to be able to enable this right, um, trucks are becoming connected because at the end of the day, um, we want to be able to provide fleet deficiencies through connected truck, um, analytics and machine learning. Let me explain to you a little bit about what we mean by that, because what, you know, how this happens is by creating a connected vehicle analytics machine learning life cycle, and to do that, you need to do a few different things, right? >>You start off of course, with connected trucks in the field. And, you know, you can have many of these trucks cause typically you're dealing at a truck level and at a fleet level, right? You want to be able to do analytics and machine learning to improve performance. So you start off with these trucks. And the first you need to be able to do is connect to those products, right? You have to have an intelligent edge where you can collect that information from the trucks. And by the way, once you conducted the, um, this information from the trucks, you want to be able to analyze that data in real-time and take real-time actions. Now what I'm going to show you the ability to take this real-time action is actually the result of your machine learning license. Let me explain to you what I mean by that. >>So we have this trucks, we start to collect data from it right at the end of the day. Well we'd like to be able to do is pull that data into either your data center or into the cloud where we can start to do more advanced analytics. And we start with being able to ingest that data into the cloud, into that enterprise data lake. We store that data. We want to enrich it with other data sources. So for example, if you're doing truck predictive maintenance, you want to take that sensor data that you've connected collected from those trucks. And you want to augment that with your dealership, say service information. Now you have, you know, you have sensor data and there was salting repair orders. You're now equipped to do things like predict one day maintenance will work correctly for all the data sets that you need to be able to do that. >>So what do you do here? Like I said, you adjusted your storage, you're enriching it with data, right? You're processing that data. You're aligning say the sensor data to that transactional system data from your, uh, from your, your pair maintenance systems, you know, you're bringing it together so that you can do two things you can do. First of all, you could do self-service BI on that date, right? You can do things like fleet analytics, but more importantly, what I was talking to you about before is you now have the data sets to be able to do create machine learning models. So if you have the sensor right values and the need, for example, for, for a dealership repair, or as you could start to correlate, which sensor values predicted the need for maintenance, and you could build out those machine learning models. And then as I mentioned to you, you could push those machine learning models back out to the edge, which is how you would then take those real-time action. >>I mentioned earlier as that data that then comes through in real-time, you're running it against that model, and you can take some real time actions. This is what we are, this, this, this, this analytics and machine learning model, um, machine learning life cycle is exactly what Cloudera enables this end-to-end ability to ingest, um, stroke, you know, store it, um, put a query, lay over it, um, machine learning models, and then run those machine learning models. Real-time now that's what we, that's what we do as a business. Now when such customer, and I just wanted to give you one example, um, a customer that we have worked with to provide these types of results is Navistar and Navistar was kind of an early, early adopter of connected truck analytics. And they provided these capabilities to their fleet operators, right? And they started off, uh, by, um, by, you know, connecting 475,000 trucks to up to well over a million now. >>And you know, the point here is with that, they were centralizing data from their telematics service providers, from their trucks, from telematics service providers. They're bringing in things like weather data and all those types of things. Um, and what they started to do was to build out machine learning models, aimed at predictive maintenance. And what's really interesting is that you see that Navistar, um, made tremendous strides in reducing the need or the expense associated with maintenance, right? So rather than waiting for a truck to break and then fixing it, they would predict when that truck needs service, condition-based monitoring and service it before it broke down so that you could do that in a much more cost-effective manner. And if you see the benefits, right, they, they reduced maintenance costs 3 cents a mile, um, from the, you know, down from the industry average of 15 cents a mile down to 12 cents cents a mile. >>So this was a tremendous success for Navistar. And we're seeing this across many of our, um, um, you know, um, uh, truck manufacturers. We were working with many of the truck OEMs and they are all working to achieve, um, you know, very, very similar types of, um, benefits to their customers. So just a little bit about Navistar. Um, now we're gonna turn to Q and a, Dave's got some questions for me in a second, but before we do that, if you want to learn more about our, how we work with connected vehicles and autonomous vehicles, please go to our lives or to our website, what you see up, uh, up on the screen, there's the URLs cloudera.com for slash solutions for slash manufacturing. And you'll see a whole slew of, um, um, lateral and information, uh, in much more detail in terms of how we connect, um, trucks to fleet operators who provide analytics, use cases that drive dramatically improved performance. So with that being said, I'm going to turn it over to Dave for questions. >>Thank you. Uh, Michael, that's a great example. You've got, I love the life cycle. You can visualize that very well. You've got an edge use case you do in both real time inference, really at the edge. And then you're blending that sensor data with other data sources to enrich your models. And you can push that back to the edge. That's that lifecycle. So really appreciate that, that info. Let me ask you, what are you seeing as the most common connected vehicle when you think about analytics and machine learning, the use cases that you see customers really leaning into. >>Yeah, that's really, that's a great question. They, you know, cause you know, everybody always thinks about machine learning. Like this is the first thing you go, well, actually it's not right for the first thing you really want to be able to go around. Many of our customers are doing slow. Let's simply connect our trucks or our vehicles or whatever our IOT asset is. And then you can do very simple things like just performance monitoring of the, of the piece of equipment in the truck industry, a lot of performance monitoring of the truck, but also performance monitoring of the driver. So how has the, how has the driver performing? Is there a lot of idle time spent, um, you know, what's, what's route efficiencies looking like, you know, by connecting the vehicles, right? You get insights, as I said into the truck and into the driver and that's not machine learning. >>Right. But that, that, that monitoring piece is really, really important. The first thing that we see is monitoring types of use cases. Then you start to see companies move towards more of the, uh, what I call the machine learning and AI models, where you're using inference on the edge. And then you start to see things like, uh, predictive maintenance happening, um, kind of route real-time, route optimization and things like that. And you start to see that evolution again, to those smarter, more intelligent dynamic types of decision-making, but let's not, let's not minimize the value of good old fashioned monitoring that site to give you that kind of visibility first, then moving to smarter use cases as you, as you go forward. >>You know, it's interesting. I'm, I'm envisioning when you talked about the monitoring, I'm envisioning a, you see the bumper sticker, you know, how am I driving this all the time? If somebody ever probably causes when they get cut off it's snow and you know, many people might think, oh, it's about big brother, but it's not. I mean, that's yeah. Okay, fine. But it's really about improvement and training and continuous improvement. And then of course the, the route optimization, I mean, that's, that's bottom line business value. So, so that's, I love those, uh, those examples. Um, I wonder, I mean, one of the big hurdles that people should think about when they want to jump into those use cases that you just talked about, what are they going to run into, uh, you know, the blind spots they're, they're going to, they're going to get hit with, >>There's a few different things, right? So first of all, a lot of times your it folks aren't familiar with the kind of the more operational IOT types of data. So just connecting to that type of data can be a new skill set, right? That's very specialized hardware in the car and things like that. And protocols that's number one, that that's the classic, it OT kind of conundrum that, um, you know, uh, many of our customers struggle with, but then more fundamentally is, you know, if you look at the way these types of connected truck or IOT solutions started, you know, oftentimes they were, the first generation were very custom built, right? So they were brittle, right? They were kind of hardwired. And as you move towards, um, more commercial solutions, you had what I call the silo, right? You had fragmentation in terms of this capability from this vendor, this capability from another vendor, you get the idea, you know, one of the things that we really think that we need with that, that needs to be brought to the table is first of all, having an end to end data management platform, that's kind of integrated, it's all tested together. >>You have the data lineage across the entire stack, but then also importantly, to be realistic, we have to be able to integrate to, um, industry kind of best practices as well in terms of, um, solution components in the car, how the hardware and all those types things. So I think there's, you know, it's just stepping back for a second. I think that there is, has been fragmentation and complexity in the past. We're moving towards more standards and more standard types of art, um, offerings. Um, our job as a software maker is to make that easier and connect those dots. So customers don't have to do it all on all on their own. >>And you mentioned specialized hardware. One of the things we heard earlier in the main stage was your partnership with Nvidia. We're talking about, you know, new types of hardware coming in, you guys are optimizing for that. We see the it and the OT worlds blending together, no question. And then that end to end management piece, you know, this is different from your right, from it, normally everything's controlled or the data center, and this is a metadata, you know, rethinking kind of how you manage metadata. Um, so in the spirit of, of what we talked about earlier today, uh, uh, other technology partners, are you working with other partners to sort of accelerate these solutions, move them forward faster? >>Yeah, I'm really glad you're asking that because we actually embarked on a product on a project called project fusion, which really was about integrating with, you know, when you look at that connected vehicle life cycle, there are some core vendors out there that are providing some very important capabilities. So what we did is we joined forces with them to build an end-to-end demonstration and reference architecture to enable the complete data management life cycle. Cloudera is Peter piece of this was ingesting data and all the things I talked about being storing and the machine learning, right? And so we provide that end to end. But what we wanted to do is we wanted to partner with some key partners and the partners that we did with, um, integrate with or NXP NXP provides the service oriented gateways in the car. So that's a hardware in the car when river provides an in-car operating system, that's Linux, right? >>That's hardened and tested. We then ran ours, our, uh, Apache magnify, which is part of flood era data flow in the vehicle, right on that operating system. On that hardware, we pump the data over into the cloud where we did them, all the data analytics and machine learning and, and builds out these very specialized models. And then we used a company called Arabic equity. Once we both those models to do, you know, they specialize in automotive over the air updates, right? So they can then take those models and update those models back to the vehicle very rapidly. So what we said is, look, there's, there's an established, um, you know, uh, ecosystem, if you will, of leaders in this space, what we wanted to do is make sure that our, there was part and parcel of this ecosystem. And by the way, you mentioned Nvidia as well. We're working closely with Nvidia now. So when we're doing the machine learning, we can leverage some of their hardware to get some further acceleration in the machine learning side of things. So, uh, yeah, you know, one of the things I always say about this types of use cases, it does take a village. And what we've really tried to do is build out that, that, uh, an ecosystem that provides that village so that we can speed that analytics and machine learning, um, lifecycle just as fast as it can be. This >>Is again another great example of, of data intensive workloads. It's not your, it's not your grandfather's ERP. That's running on, you know, traditional, you know, systems it's, these are really purpose-built, maybe they're customizable for certain edge use cases. They're low cost, low, low power. They can't be bloated, uh, ended you're right. It does take an ecosystem. You've got to have, you know, API APIs that connect and, and that's that, that takes a lot of work and a lot of thoughts. So that, that leads me to the technologies that are sort of underpinning this we've talked we've we talked a lot in the cube about semiconductor technology, and now that's changing and the advancements we're seeing there, what do you see as the, some of the key technical technology areas that are advancing this connected vehicle machine learning? >>You know, it's interesting, I'm seeing it in a few places, just a few notable ones. I think, first of all, you know, we see that the vehicle itself is getting smarter, right? So when you look at, we look at that NXP type of gateway that we talked about that used to be kind of a, a dumb gateway. That was really all it was doing was pushing data up and down and provided isolation, um, as a gateway down to the, uh, down from the lower level subsistence. So it was really security and just basic, um, you know, basic communication that gateway now is becoming what they call a service oriented gate. So it can run. It's not that it's bad desk. It's got memories that always, so now you could run serious compute in the car, right? So now all of these things like running machine learning, inference models, you have a lot more power in the corner at the same time. >>5g is making it so that you can push data fast enough, making low latency computing available, even on the cloud. So now you now you've got credible compute both at the edge in the vehicle and on the cloud. Right. And, um, you know, and then on the, you know, on the cloud, you've got partners like Nvidia who are accelerating, it's still further through better GPU based compute. So I mean the whole stack, if you look at it, that that machine learning life cycle we talked about, no, David seems like there's improvements and EV every step along the way, we're starting to see technology, um, optimum optimization, um, just pervasive throughout the cycle. >>And then real quick, it's not a quick topic, but you mentioned security. If it was seeing a whole new security model emerge, there is no perimeter anymore in this use case like this is there. >>No there isn't. And one of the things that we're, you know, remember where the data management platform platform and the thing we have to provide is provide end-to-end link, you know, end end-to-end lineage of where that data came from, who can see it, you know, how it changed, right? And that's something that we have integrated into from the beginning of when that data is ingested through, when it's stored through, when it's kind of processed and people are doing machine learning, we provide, we will provide that lineage so that, um, you know, that security and governance is a short throughout the, throughout the data learning life cycle, it >>Federated across in this example, across the fleet. So, all right, Michael, that's all the time we have right now. Thank you so much for that great information. Really appreciate it, >>Dave. Thank you. And thank you. Thanks for the audience for listening in today. Yes. Thank you for watching. >>Okay. We're here in the second manufacturing drill down session with Michael Gerber. He was the managing director for automotive and manufacturing solutions at Cloudera. And we're going to continue the discussion with a look at how to lower costs and drive quality in IOT analytics with better uptime. And look, when you do the math, that's really quite obvious when the system is down, productivity is lost and it hits revenue and the bottom line improve quality drives, better service levels and reduces loss opportunities. Michael. Great to see you >>Take it away. All right. Thank you so much. So I'd say we're going to talk a little bit about connected manufacturing, right. And how those IOT IOT around connected manufacturing can do as Dave talked about improved quality outcomes for manufacturing improve and improve your plant uptime. So just a little bit quick, quick, little indulgent, quick history lesson. I promise to be quick. We've all heard about industry 4.0, right? That is the fourth industrial revolution. And that's really what we're here to talk about today. First industrial revolution, real simple, right? You had steam power, right? You would reduce backbreaking work. Second industrial revolution, massive assembly line. Right. So think about Henry Ford and motorized conveyor belts, mass automation, third industrial revolution. Things got interesting, right? You started to see automation, but that automation was done, essentially programmed a robot to do something. It did the same thing over and over and over irrespective about it, of how your outside operations, your outside conditions change fourth industrial revolution, very different breakfast. >>Now we're connecting, um, equipment and processes and getting feedback from it. And through machine learning, we can make those, um, those processes adaptive right through machine learning. That's really what we're talking about in the fourth industrial revolution. And it is intrinsically connected to data and a data life cycle. And by the way, it's important, not just for a little bit of a slight issue. There we'll issue that, but it's important, not for technology sake, right? It's important because it actually drives and very important business outcomes. First of all, quality, right? If you look at the cost of quality, even despite decades of, of, of, of, uh, companies, um, and manufacturers moving to improve while its quality promise still accounted to 20% of sales, right? So every fifth of what you meant or manufactured from a revenue perspective, you've got quality issues that are costing you a lot. >>Plant downtime, cost companies, $50 billion a year. So when we're talking about using data and these industry 4.0 types of use cases, connected data types of use cases, we're not doing it just merely to implement technology. We're doing it to move these from drivers, improving quality, reducing downtime. So let's talk about how a connected manufacturing data life cycle, what like, right, because this is actually the business that cloud era is, is in. Let's talk a little bit about that. So we call this manufacturing edge to AI, this, this analytics life cycle, and it starts with having your plants, right? Those plants are increasingly connected. As I said, sensor prices have come down two thirds over the last decade, right? And those sensors have connected over the internet. So suddenly we can collect all this data from your, um, ma manufacturing plants. What do we want to be able to do? >>You know, we want to be able to collect it. We want to be able to analyze that data as it's coming across. Right? So, uh, in scream, right, we want to be able to analyze it and take intelligent real-time actions. Right? We might do some simple processing and filtering at the edge, but we really want to take real-time actions on that data. But, and this is the inference part of things, right? Taking the time. But this, the ability to take these real-time actions, um, is actually the result of a machine learning life cycle. I want to walk you through this, right? And it starts with, um, ingesting this data for the first time, putting it into our enterprise data lake, right in that data lake enterprise data lake can be either within your data center or it could be in the cloud. You've got, you're going to ingest that data. >>You're going to store it. You're going to enrich it with enterprise data sources. So now you'll have say sensor data and you'll have maintenance repair orders from your maintenance management systems. Right now you can start to think about do you're getting really nice data sets. You can start to say, Hey, which sensor values correlate to the need for machine maintenance, right? You start to see the data sets. They're becoming very compatible with machine learning, but so you, you bring these data sets together. You process that you align your time series data from your sensors to your timestamp data from your, um, you know, from your enterprise systems that your maintenance management system, as I mentioned, you know, once you've done that, we could put a query layer on top. So now we can start to do advanced analytics query across all these different types of data sets. >>But as I mentioned, you, and what's really important here is the fact that once you've stored long histories that say that you can build out those machine learning models I talked to you about earlier. So like I said, you can start to say, which sensor values drove the need, a correlated to the need for equipment maintenance for my maintenance management systems, right? And you can build out those models and say, Hey, here are the sensor values of the conditions that predict the need for Maples. Once you understand that you can actually then build out those models for deploy the models out the edge, where they will then work in that inference mode that we talked about, I will continuously sniff that data as it's coming and say, Hey, which are the, are we experiencing those conditions that PR that predicted the need for maintenance? If so, let's take real-time action, right? >>Let's schedule a work order or an equipment maintenance work order in the past, let's in the future, let's order the parts ahead of time before that piece of equipment fails and allows us to be very, very proactive. So, you know, we have, this is a, one of the Mo the most popular use cases we're seeing in terms of connecting connected manufacturing. And we're working with many different manufacturers around the world. I want to just highlight. One of them is I thought it's really interesting. This company is bought for Russia, for SIA, for ACA is the, um, is the, was, is the, um, the, uh, a supplier associated with Peugeot central line out of France. They are huge, right? This is a multi-national automotive parts and systems supplier. And as you can see, they operate in 300 sites in 35 countries. So very global, they connected 2000 machines, right. >>Um, and then once be able to take data from that. They started off with learning how to ingest the data. They started off very well with, um, you know, with, uh, manufacturing control towers, right? To be able to just monitor data firms coming in, you know, monitor the process. That was the first step, right. Uh, and, you know, 2000 machines, 300 different variables, things like, um, vibration pressure temperature, right? So first let's do performance monitoring. Then they said, okay, let's start doing machine learning on some of these things to start to build out things like equipment, um, predictive maintenance models or compute. And what they really focused on is computer vision while the inspection. So let's take pictures of, um, parts as they go through a process and then classify what that was this picture associated with the good or bad Bali outcome. Then you teach the machine to make that decision on its own. >>So now, now the machine, the camera is doing the inspections. And so they both had those machine learning models. They took that data, all this data was on-prem, but they pushed that data up to the cloud to do the machine learning models, develop those machine learning models. Then they push the machine learning models back into the plants where they, where they could take real-time actions through these computer vision, quality inspections. So great use case. Um, great example of how you can start with monitoring, moved to machine learning, but at the end of the day, or improving quality and improving, um, uh, equipment uptime. And that is the goal of most manufacturers. So with that being said, um, I would like to say, if you want to learn some more, um, we've got a wealth of information on our website. You see the URL in front of you, please go there and you'll learn. There's a lot of information there in terms of the use cases that we're seeing in manufacturing, a lot more detail, and a lot more talk about a lot more customers we'll work with. If you need that information, please do find it. Um, with that, I'm going to turn it over to Dave, to Steve. I think you had some questions you want to run by. >>I do, Michael, thank you very much for that. And before I get into the questions, I just wanted to sort of make some observations that was, you know, struck by what you're saying about the phases of industry. We talk about industry 4.0, and my observation is that, you know, traditionally, you know, machines have always replaced humans, but it's been around labor and, and the difference with 4.0, and what you talked about with connecting equipment is you're injecting machine intelligence. Now the camera inspection example, and then the machines are taking action, right? That's, that's different and, and is a really new kind of paradigm here. I think the, the second thing that struck me is, you know, the cost, you know, 20% of, of sales and plant downtime costing, you know, many tens of billions of dollars a year. Um, so that was huge. I mean, the business case for this is I'm going to reduce my expected loss quite dramatically. >>And then I think the third point, which we turned in the morning sessions, and the main stage is really this, the world is hybrid. Everybody's trying to figure out hybrid, get hybrid, right. And it certainly applies here. Uh, this is, this is a hybrid world you've got to accommodate, you know, regardless of, of where the data is. You've gotta be able to get to it, blend it, enrich it, and then act on it. So anyway, those are my big, big takeaways. Um, so first question. So in thinking about implementing connected manufacturing initiatives, what are people going to run into? What are the big challenges that they're going to, they're going to hit, >>You know, there's, there's, there, there's a few of the, but I think, you know, one of the ones, uh, w one of the key ones is bridging what we'll call the it and OT data divide, right. And what we mean by the it, you know, your, it systems are the ones, your ERP systems, your MES systems, right? Those are your transactional systems that run on relational databases and your it departments are brilliant, are running on that, right? The difficulty becomes an implementing these use cases that you also have to deal with operational technology, right? And those are, um, all of the, that's all the equipment in your manufacturing plant that runs on its proprietary network with proprietorial pro protocols. That information can be very, very difficult to get to. Right. So, and it's, it's a much more unstructured than from your OT. So th the key challenge is being able to bring these data sets together in a single place where you can start to do advanced analytics and leverage that diverse data to do machine learning. Right? So that is one of the, if I boil it down to the single hardest thing in this, uh, in this, in this type of environment, nectar manufacturing is that that operational technology has kind of run on its own in its own world. And for a long time, the silos, um, uh, the silos a, uh, bound, but at the end of the day, this is incredibly valuable data that now can be tapped, um, um, to, to, to, to move those, those metrics we talked about right around quality and uptime. So a huge, >>Well, and again, this is a hybrid team and you, you've kind of got this world, that's going toward an equilibrium. You've got the OT side and, you know, pretty hardcore engineers. And we know, we know it. A lot of that data historically has been analog data. Now it's getting, you know, instrumented and captured. Uh, so you've got that, that cultural challenge. And, you know, you got to blend those two worlds. That's critical. Okay. So, Michael, let's talk about some of the use cases you touched on, on some, but let's peel the onion a bit when you're thinking about this world of connected manufacturing and analytics in that space, when you talk to customers, you know, what are the most common use cases that you see? >>Yeah, that's a good, that's a great question. And you're right. I did allude to a little bit earlier, but there really is. I want people to think about, there's a spectrum of use cases ranging from simple to complex, but you can get value even in the simple phases. And when I talk about the simple use cases, the simplest use cases really is really around monitoring, right? So in this, you monitor your equipment or monitor your processes, right? And you just make sure that you're staying within the bounds of your control plan, right. And this is much easier to do now. Right? Cause some of these sensors are a more sensors and those sensors are moving more and more towards internet types of technology. So, Hey, you've got the opportunity now to be able to do some monitoring. Okay. No machine learning, but just talking about simple monitoring next level down, and we're seeing is something we would call quality event forensic analysis. >>And now on this one, you say, imagine I've got warranty plans in the, in the field, right? So I'm starting to see warranty claims kick up. And what you simply want to be able to do is do the forensic analysis back to what was the root cause of within the manufacturing process that caused it. So this is about connecting the dots. What about warranty issues? What were the manufacturing conditions of the day that caused it? Then you could also say which other tech, which other products were impacted by those same conditions. And we call those proactively rather than, and, and selectively rather than say, um, recalling an entire year's fleet of the car. So, and that, again, also not machine learning, we're simply connecting the dots from a warranty claims in the field to the manufacturing conditions of the day, so that you could take corrective actions, but then you get into a whole slew of machine learning, use dates, you know, and that ranges from things like Wally or say yield optimization. >>We start to collect sensor values and, um, manufacturing yield, uh, values from your ERP system. And you're certain start to say, which, um, you know, which on a sensor values or factors drove good or bad yield outcomes, and you can identify those factors that are the most important. So you, um, you, you measure those, you monitor those and you optimize those, right. That's how you optimize your, and then you go down to the more traditional machine learning use cases around predictive maintenance. So the key point here, Dave is, look, there's a huge, you know, depending on a customer's maturity around big data, you could start simply with, with monitoring, get a lot of value, start then bringing together more diverse data sets to do things like connect the.analytics then and all the way then to, to, to the more advanced machine learning use cases, there's this value to be had throughout. >>I remember when the, you know, the it industry really started to think about, or in the early days, you know, IOT and IOT. Um, it reminds me of when, you know, there was, uh, the, the old days of football field, we were grass and, and the new player would come in and he'd be perfectly white uniform, and you had it. We had to get dirty as an industry, you know, it'll learn. And so, so I question it relates to other technology partners that you might be working with that are maybe new in this space that, that to accelerate some of these solutions that we've been talking about. >>Yeah. That's a great question. And it kind of goes back to one of the things I alluded to alluded upon earlier. We've had some great partners, a partner, for example, litmus automation, whose whole world is the OT world. And what they've done is for example, they built some adapters to be able to catch it practically every industrial protocol. And they've said, Hey, we can do that. And then give a single interface of that data to the Idera data platform. So now, you know, we're really good at ingesting it data and things like that. We can leverage say a company like litmus that can open the flood gates of that OT data, making it much easier to get that data into our platform. And suddenly you've got all the data you need to, to, to implement those types of, um, industry for porno, our analytics use cases. And it really boils down to, can I get to that? Can I break down that it OT, um, you know, uh, a barrier that we've always had and, and bring together those data sets that we can really move the needle in terms of improving manufacturing performance. >>Okay. Thank you for that last question. Speaking to moving the needle, I want to li lead this discussion on the technology advances. I'd love to talk tech here. Uh, what are the key technology enablers and advancers, if you will, that are going to move connected manufacturing and machine learning forward in this transportation space. Sorry, manufacturing. Yeah. >>Yeah. I know in the manufacturing space, there's a few things, first of all, I think the fact that obviously I know we touched upon this, the fact that sensor prices have come down and have become ubiquitous that number one, we can, we've finally been able to get to the OT data, right? That's that's number one, you know, numb number two, I think, you know, um, we, we have the ability that now to be able to store that data a whole lot more efficiently, you know, we've got, we've got great capabilities to be able to do that, to put it over into the cloud, to do the machine learning types of workloads. You've got things like if you're doing computer vision, while in analyst respect GPU's to make those machine learning models much more, uh, much more effective, if that 5g technology that starts to blur at least from a latency perspective where you do your computer, whether it be on the edge or in the cloud, you've, you've got more, the super business critical stuff. >>You probably don't want to rely on, uh, any type of network connection, but from a latency perspective, you're starting to see, uh, you know, the ability to do compute where it's the most effective now. And that's really important. And again, the machine learning capabilities, and they believed a book to build a GP, you know, GPU level machine learning, build out those models and then deployed by over the air updates to, to your equipment. All of those things are making this, um, there's, you know, the advanced analytics and machine learning, uh, data life cycle just faster and better. And at the end of the day, to your point, Dave, that equipment and processor getting much smarter, uh, very much more quickly. Yeah, we got >>A lot of data and we have way lower cost, uh, processing platforms I'll throw in NP use as well. Watch that space neural processing units. Okay. Michael, we're going to leave it there. Thank you so much. Really appreciate your time, >>Dave. I really appreciate it. And thanks. Thanks for, uh, for everybody who joined us. Thanks. Thanks for joining today. Yes. Thank you for watching. Keep it right there.

Published Date : Aug 4 2021

SUMMARY :

Michael, great to see you over to you. And if you look at the F the top fleet operator, uh, the top benefits that So, you know, one of the things that's really important to be able to enable this right, And by the way, once you conducted the, um, this information from the trucks, you want to be able to analyze And you want to augment that with your dealership, say service information. So what do you do here? And they started off, uh, by, um, by, you know, connecting 475,000 And you know, the point here is with that, they were centralizing data from their telematics service providers, many of our, um, um, you know, um, uh, truck manufacturers. And you can push that back to the edge. And then you can do very simple things like just performance monitoring And then you start to see things like, uh, predictive maintenance happening, uh, you know, the blind spots they're, they're going to, they're going to get hit with, it OT kind of conundrum that, um, you know, So I think there's, you know, it's just stepping back for a second. the data center, and this is a metadata, you know, rethinking kind of how you manage metadata. with, you know, when you look at that connected vehicle life cycle, there are some core vendors And by the way, you mentioned Nvidia as well. and now that's changing and the advancements we're seeing there, what do you see as the, um, you know, basic communication that gateway now is becoming um, you know, and then on the, you know, on the cloud, you've got partners like Nvidia who are accelerating, And then real quick, it's not a quick topic, but you mentioned security. And one of the things that we're, you know, remember where the data management Thank you so much for that great information. Thank you for watching. And look, when you do the math, that's really quite obvious when the system is down, productivity is lost and it hits Thank you so much. So every fifth of what you meant or manufactured from a revenue So we call this manufacturing edge to AI, I want to walk you through this, um, you know, from your enterprise systems that your maintenance management system, And you can build out those models and say, Hey, here are the sensor values of the conditions And as you can see, they operate in 300 sites in They started off very well with, um, you know, great example of how you can start with monitoring, moved to machine learning, I think the, the second thing that struck me is, you know, the cost, you know, 20% of, And then I think the third point, which we turned in the morning sessions, and the main stage is really this, And what we mean by the it, you know, your, it systems are the ones, You've got the OT side and, you know, pretty hardcore engineers. And you just make sure that you're staying within the bounds of your control plan, And now on this one, you say, imagine I've got warranty plans in the, in the field, look, there's a huge, you know, depending on a customer's maturity around big data, I remember when the, you know, the it industry really started to think about, or in the early days, you know, uh, a barrier that we've always had and, if you will, that are going to move connected manufacturing and machine learning forward that starts to blur at least from a latency perspective where you do your computer, and they believed a book to build a GP, you know, GPU level machine learning, Thank you so much. Thank you for watching.

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Manufacturing Reduce Costs and Improve Quality with IoT Analytics


 

>>Okay. We're here in the second manufacturing drill down session with Michael Gerber. He was the managing director for automotive and manufacturing solutions at Cloudera. And we're going to continue the discussion with a look at how to lower costs and drive quality in IOT analytics with better uptime and hook. When you do the math, that's really quite obvious when the system is down, productivity is lost and it hits revenue and the bottom line improve quality drives, better service levels and reduces lost opportunities. Michael. Great to see you, >>Dave. All right, guys. Thank you so much. So I'll tell you, we're going to talk a little bit about connected manufacturing, right? And how those IOT IOT around connected manufacturing can do as Dave talked about improved quality outcomes for manufacturing improve and improve your plant uptime. So just a little bit quick, quick, little indulgent, quick history lesson. I promise to be quick. We've all heard about industry 4.0, right? That is the fourth industrial revolution. And that's really what we're here to talk about today. First industrial revolution, real simple, right? You had steam power, right? You would reduce backbreaking work. Second industrial revolution, mass assembly line. Right. So think about Henry Ford and motorized conveyor belts, mass automation, third industrial revolution. Things got interesting, right? You started to see automation, but that automation was done essentially programmed a robot to do something. It did the same thing over and over and over irrespective about of how your outside operations, your outside conditions change fourth industrial revolution, very different breakfasts. >>Now we're connecting, um, equipment and processes and getting feedback from it. And through machine learning, we can make those, um, those processes adapted right through machine learning. That's really what we're talking about in the fourth industrial revolution. And it is intrinsically connected to data and a data life cycle. And by the way, it's important, not just for a little bit of a slight issue. There we'll issue that, but it's important, not for technology sake, right? It's important because it actually drives very important business outcomes. First of all, falling, right? If you look at the cost of quality, even despite decades of, of, uh, companies and manufacturers moving to improve while its quality prompts still account to 20% of sales, right? So every fifth of what you meant or manufactured from a revenue perspective, you've got quality issues that are costing you a lot. Plant downtime, cost companies, $50 billion a year. >>So when we're talking about using data and these industry 4.0 types of use cases, connected data types of use cases, we're not doing it just narrowly to implement technology. We're doing it to move these from adverse, improving quality, reducing downtime. So let's talk about how a connected manufacturing data life cycle with what like, right. But so this is actually the business that cloud areas is in. Let's talk a little bit about that. So we call this manufacturing edge to AI. This is analytics, life something, and it starts with having your plants, right? Those plants are increasingly connected. As I said, sensor prices have come down two thirds over the last decade, right? And those sensors are connected over the internet. So suddenly we can collect all this data from your, um, manufacturing plants, and what do we want to be able to do? You know, we want to be able to collect it. >>We want to be able to analyze that data as it's coming across. Right? So, uh, in scream, right, we want to be able to analyze it and take intelligent real-time actions. Right? We might do some simple processing and filtering at the edge, but we really want to take real-time actions on that data. But, and this is the inference part of things, right? Taking that time. But this, the ability to take these real-time actions, um, is actually the result of a machine learning life cycle. I want to walk you through this, right? And it starts with, um, ingesting this data for the first time, putting it into our enterprise data lake, right? And that data lake enterprise data lake can be either within your data center or it could be in the cloud. You're going to, you're going to ingest that data. You're going to store it. >>You're going to enrich it with enterprise data sources. So now you'll have say sensor data and you'll have maintenance repair orders from your maintenance management systems. Right now you can start to think about do you're getting really nice data sets. You can start to say, Hey, which sensor values correlate to the need for machine maintenance, right? You start to see the data sets. They're becoming very compatible with machine learning, but so you bring these datasets together. You process that you align your time series data from your sensors to your timestamp data from your, um, you know, from your enterprise systems that your maintenance management system, as I mentioned, you know, once you've done that, we could put a query layer on top. So now we can start to do advanced analytics query across all these different types of data sets. But as I mentioned to you, and what's really important here is the fact that once you've stored one histories that say that you can build out those machine learning models I talked to you about earlier. >>So like I said, you can start to say, which sensor values drove the need of correlated to the need for equipment maintenance for my maintenance management systems, right? And then you can build out those models and say, Hey, here are the sensor values of the conditions that predict the need for maintenance. And once you understand that you can actually then build out those models, you deploy the models out to the edge where they will then work in that inference mode, that photographer, I will continuously sniff that data as it's coming and say, Hey, which are the, are we experiencing those conditions that, that predicted the need for maintenance? If so, let's take real-time action, right? Let's schedule a work order and equipment maintenance work order in the past, let's in the future, let's order the parts ahead of time before that a piece of equipment fails and allows us to be very, very proactive. >>So, you know, we have, this is a, one of the Mo the most popular use cases we're seeing in terms of connected, connected manufacturing. And we're working with many different, um, manufacturers around the world. I want to just highlight one of them. Cause I thought it's really interesting. This company is bought for Russia. And for SIA for ACA is the, um, is the, is the, um, the, uh, a supplier associated with out of France. They are huge, right? This is a multi-national automotive, um, parts and systems supplier. And as you can see, they operate in 300 sites in 35 countries. So very global, they connected 2000 machines, right. Um, I mean at once be able to take data from that. They started off with learning how to ingest the data. They started off very well with, um, you know, with, uh, manufacturing control towers, right? >>To be able to just monitor the data from coming in, you know, monitor the process. That was the first step, right. Uh, and you know, 2000 machines, 300 different variables, things like, um, vibration pressure temperature, right? So first let's do performance monitoring. Then they said, okay, let's start doing machine learning on some of these things, just start to build out things like equipment, um, predictive maintenance models, or compute. What they really focused on is computer vision while the inspection. So let's take pictures of, um, parts as they go through a process and then classify what that was this picture associated with the good or bad quality outcome. Then you teach the machine to make that decision on its own. So now, now the machine, the camera is doing the inspections for you. And so they both had those machine learning models. They took that data, all this data was on-prem, but they pushed that data up to the cloud to do the machine learning models, develop those machine learning models. >>Then they push the machine learning models back into the plants where they, where they could take real-time actions through these computer vision, quality inspections. So great use case. Um, great example of how you start with monitoring, move to machine learning, but at the end of the day, or improving quality and improving, um, uh, equipment uptime. And that is the goal of most manufacturers. So with that being said, um, I would like to say, if you want to learn some more, um, we've got a wealth of information on our website. You see the URL in front of you, please go, then you'll learn. There's a lot of information there in terms of the use cases that we're seeing in manufacturing and a lot more detail and a lot more talk about a lot more customers we'll work with. If you need that information, please do find it. Um, with that, I'm going to turn it over to Dave, to Steve. I think you had some questions you want to run by. >>I do, Michael, thank you very much for that. And before I get into the questions, I just wanted to sort of make some observations that was, you know, struck by what you're saying about the phases of industry. We talk about industry 4.0, and my observation is that, you know, traditionally, you know, machines have always replaced humans, but it's been around labor and, and the difference with 4.0, and what you talked about with connecting equipment is you're injecting machine intelligence. Now the camera inspection example, and then the machines are taking action, right? That's, that's different and, and is a really new kind of paradigm here. I think the, the second thing that struck me is, you know, the costs, you know, 20% of, of sales and plant downtime costing, you know, many tens of billions of dollars a year. Um, so that was huge. I mean, the business case for this is I'm going to reduce my expected loss quite dramatically. >>And then I think the third point, which we turned in the morning sessions, and the main stage is really this, the world is hybrid. Everybody's trying to figure out hybrid, get hybrid, right. And it certainly applies here. Uh, this is, this is a hybrid world you've got to accommodate, you know, regardless of where the data is, you've got to be able to get to it, blend it, enrich it, and then act on it. So anyway, those are my big, big takeaways. Um, so first question. So in thinking about implementing connected manufacturing initiatives, what are people going to run into? What are the big challenges that they're going to, they're going to hit? >>No, there's, there's there, there's a few of the, but I think, you know, one of the, uh, one of the key ones is bridging what we'll call the it and OT data divide, right. And what we mean by the it, you know, your, it systems are the ones, your ERP systems, your MES system, Freightos your transactional systems that run on relational databases and your it departments are brilliant at running on that, right? The difficulty becomes an implementing these use cases that you also have to deal with operational technology, right? And those are all of the, that's all the equipment in your manufacturing plant that runs on its proprietary network with proprietary pro protocols. That information can be very, very difficult to get to. Right? So, and it's uncertain, it's a much more unstructured than from your OT. So the key challenge is being able to bring these data sets together in a single place where you can start to do advanced analytics and leverage that diverse data to do machine learning. Right? So that is one of the, if I had to boil it down to the single hardest thing in this, uh, in this, in this type of environment, nectar manufacturing is that that operational technology has kind of run on its own in its own. And for a long time, the silos, the silos, a bound, but at the end of the day, this is incredibly valuable data that now can be tapped, um, um, to, to, to, to move those, those metrics we talked about right around quality and uptime. So a huge opportunity. >>Well, and again, this is a hybrid team and you, you've kind of got this world, that's going toward an equilibrium. You've got the OT side and, you know, pretty hardcore engineers. And we know, we know it. A lot of that data historically has been analog data. This is Chris now is getting, you know, instrumented and captured. Uh, and so you've got that, that cultural challenge and, you know, you got to blend those two worlds. That's critical. Okay. So Michael, let's talk about some of the use cases you touched on, on some, but let's peel the onion a bit when you're thinking about this world of connected manufacturing and analytics in that space, when you talk to customers, you know, what are the most common use cases that you see? >>Yeah, that's a great, that's a great question. And you're right. I did allude to a little bit earlier, but there really is. I want people to think about this, a spectrum of use cases ranging from simple to complex, but you can get value even in the simple phases. And when I talk about the simple use cases, the simplest use cases really is really around monitoring, right? So in this, you monitor your equipment or monitor your processes, right? And you just make sure that you're staying within the bounds of your control plan, right? And this is much easier to do now. Right? Cause some of these sensors are a more sensors and those sensors are moving more and more towards the internet types of technology. So, Hey, you've got the opportunity now to be able to do some monitoring. Okay. No machine learning, we're just talking about simple monitoring next level down. >>And we're seeing is something we would call quality event forensic announces. And now on this one, you say, imagine I'm got warranty plans in the, in the field, right? So I'm starting to see warranty claims kicked off on them. And what you simply want to be able to do is do the forensic analysis back to what was the root cause of within the manufacturing process that caused it. So this is about connecting the dots I've got, I've got warranty issues. What were the manufacturing conditions of the day that caused it? Then you could also say which other, which other products were impacted by those same conditions. And we call those proactively rather than, and, and selectively rather than say, um, recalling an entire year's fleet of a car. So, and that, again, also not machine learning is simply connecting the dots from a warranty claims in the field to the manufacturing conditions of the day so that you could take corrective actions, but then you get into a whole slew of machine learning use case, you know, and, and that ranges from things like quality or say yield optimization, where you start to collect sensor values and, um, manufacturing yield, uh, values from your ERP system. >>And you're certain start to say, which, um, you know, which map a sensor values or factors drove good or bad yield outcomes. And you can identify those factors that are the most important. So you, um, you, you measure those, you monitor those and you optimize those, right. That's how you optimize your, and then you go down to the more traditional machine learning use cases around predictive maintenance. So the key point here, Dave is, look, there's a huge, you know, depending on a customer's maturity around big data, you could start simply with monitoring, get a lot of value, start, then bring together more diverse datasets to do things like connect the.analytics then all and all the way then to, to, to the more advanced machine learning use cases this value to be had throughout. >>I remember when the, you know, the it industry really started to think about, or in the early days, you know, IOT and IOT. Um, it reminds me of when, you know, there was, uh, the, the old days of football field, we were grass and, and a new player would come in and he'd be perfectly white uniform and you had it. We had to get dirty as an industry, you know, it'll learn. And so, so my question relates to other technology partners that you might be working with that are maybe new in this space that, that to accelerate some of these solutions that we've been talking about. >>Yeah. That's a great question. I kind of, um, goes back to one of the things I alluded a little bit about earlier. We've got some great partners, a partner, for example, litmus automation, whose whole world is the OT world. And what they've done is for example, they built some adapters to be able to get to practically every industrial protocol. And they've said, Hey, we can do that. And then give a single interface of that data to the Idera data platform. So now, you know, we're really good at ingesting it data and things like that. We can leverage say a company like litmus that can open the flood gates of that OT data, making it much easier to get that data into our platform. And suddenly you've got all the data you need to, to implement those types of, um, industry 4.0, uh, analytics use cases. And it really boils down to, can I get to that? Can I break down that it OT, um, you know, uh, uh, barrier that we've always had and, and bring together those data sets that really move the needle in terms of improving manufacturing performance. >>Okay. Thank you for that last question. Speaking to moving the needle, I want to Lee lead this discussion on the technology advances. I'd love to talk tech here. Uh, what are the key technology enablers and advancers, if you will, that are going to move connected manufacturing and machine learning forward in this transportation space. Sorry. Manufacturing in >>Factor space. Yeah, I know in the manufacturing space, there's a few things, first of all, I think the fact that obviously I know we touched upon this, the fact that sensor prices have come down and it had become ubiquitous that number one, we can w we're finally been able to get to the OT data, right? That's that's number one, number, number two, I think, you know, um, we, we have the ability that now to be able to store that data a whole lot more efficiently, you know, we've got, we've got great capabilities to be able to do that, to put it over into the cloud, to do the machine learning types of workloads. You've got things like if you're doing computer vision, while in analyst respect GPU's to make those machine learning models much more, um, much more effective, if that 5g technology that starts to blur at least from a latency perspective where you do your computer, whether it be on the edge or in the cloud, you've, you've got more, you know, super business critical stuff. >>You probably don't want to rely on, uh, any type of network connection, but from a latency perspective, you're starting to see, uh, you know, the ability to do compute where it's the most effective now. And that's really important. And again, the machine learning capabilities, and they believed the book, bullet, uh, GP, you know, GPU level, machine learning, all that, those models, and then deployed by over the air updates to your equipment. All of those things are making this, um, there's, you know, there's the advanced analytics and machine learning, uh, data life cycle just faster and better. And at the end of the day, to your point, Dave, that equipment and processes are getting much smarter, uh, very much more quickly. >>Yep. We've got a lot of data and we have way lower costs, uh, processing platforms I'll throw in NP use as well. Watch that space neural processing units. Okay. Michael, we're going to leave it there. Thank you so much. Really appreciate your time, >>Dave. I really appreciate it. And thanks. Thanks for, uh, for everybody who joined. Uh, thanks. Thanks for joining today. Yes. Thank you for watching. Keep it right there.

Published Date : Aug 3 2021

SUMMARY :

When you do the math, that's really quite obvious when the system is down, productivity is lost and it hits revenue and the bottom Thank you so much. So every fifth of what you meant or manufactured from a revenue perspective, And those sensors are connected over the internet. I want to walk you through those machine learning models I talked to you about earlier. And then you can build out those models and say, Hey, here are the sensor values of the conditions And as you can see, they operate in 300 sites To be able to just monitor the data from coming in, you know, monitor the process. And that is the goal of most manufacturers. I think the, the second thing that struck me is, you know, the costs, you know, 20% of, And then I think the third point, which we turned in the morning sessions, and the main stage is really this, And what we mean by the it, you know, your, it systems are the ones, So Michael, let's talk about some of the use cases you touched on, on some, And you just make sure that you're staying within the bounds of your control plan, And now on this one, you say, imagine I'm got warranty plans in the, in the field, And you can identify those factors that I remember when the, you know, the it industry really started to think about, or in the early days, litmus that can open the flood gates of that OT data, making it much easier to if you will, that are going to move connected manufacturing and machine learning forward that data a whole lot more efficiently, you know, we've got, we've got great capabilities to be able to do that, And at the end of the day, to your point, Dave, that equipment and processes are getting much smarter, Thank you so much. Thank you for watching.

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Marc Staimer, Dragon Slayer Consulting & David Floyer, Wikibon | December 2020


 

>> Announcer: From theCUBE studios in Palo Alto, in Boston, connecting with thought leaders all around the world. This is theCUBE conversation. >> Hi everyone, this is Dave Vellante and welcome to this CUBE conversation where we're going to dig in to this, the area of cloud databases. And Gartner just published a series of research in this space. And it's really a growing market, rapidly growing, a lot of new players, obviously the big three cloud players. And with me are three experts in the field, two long time industry analysts. Marc Staimer is the founder, president, and key principal at Dragon Slayer Consulting. And he's joined by David Floyer, the CTO of Wikibon. Gentlemen great to see you. Thanks for coming on theCUBE. >> Good to be here. >> Great to see you too Dave. >> Marc, coming from the great Northwest, I think first time on theCUBE, and so it's really great to have you. So let me set this up, as I said, you know, Gartner published these, you know, three giant tomes. These are, you know, publicly available documents on the web. I know you guys have been through them, you know, several hours of reading. And so, night... (Dave chuckles) Good night time reading. The three documents where they identify critical capabilities for cloud database management systems. And the first one we're going to talk about is, operational use cases. So we're talking about, you know, transaction oriented workloads, ERP financials. The second one was analytical use cases, sort of an emerging space to really try to, you know, the data warehouse space and the like. And, of course, the third is the famous Gartner Magic Quadrant, which we're going to talk about. So, Marc, let me start with you, you've dug into this research just at a high level, you know, what did you take away from it? >> Generally, if you look at all the players in the space they all have some basic good capabilities. What I mean by that is ultimately when you have, a transactional or an analytical database in the cloud, the goal is not to have to manage the database. Now they have different levels of where that goes to as how much you have to manage or what you have to manage. But ultimately, they all manage the basic administrative, or the pedantic tasks that DBAs have to do, the patching, the tuning, the upgrading, all of that is done by the service provider. So that's the number one thing they all aim at, from that point on every database has different capabilities and some will automate a whole bunch more than others, and will have different primary focuses. So it comes down to what you're looking for or what you need. And ultimately what I've learned from end users is what they think they need upfront, is not what they end up needing as they implement. >> David, anything you'd add to that, based on your reading of the Gartner work. >> Yes. It's a thorough piece of work. It's taking on a huge number of different types of uses and size of companies. And I think those are two parameters which really change how companies would look at it. If you're a Fortune 500 or Fortune 2000 type company, you're going to need a broader range of features, and you will need to deal with size and complexity in a much greater sense, and a lot of probably higher levels of availability, and reliability, and recoverability. Again, on the workload side, there are different types of workload and there're... There is as well as having the two transactional and analytic workloads, I think there's an emerging type of workload which is going to be very important for future applications where you want to combine transactional with analytic in real time, in order to automate business processes at a higher level, to make the business processes synchronous as opposed to asynchronous. And that degree of granularity, I think is missed, in a broader view of these companies and what they offer. It's in my view trying in some ways to not compare like with like from a customer point of view. So the very nuance, what you talked about, let's get into it, maybe that'll become clear to the audience. So like I said, these are very detailed research notes. There were several, I'll say analysts cooks in the kitchen, including Henry Cook, whom I don't know, but four other contributing analysts, two of whom are CUBE alum, Don Feinberg, and Merv Adrian, both really, you know, awesome researchers. And Rick Greenwald, along with Adam Ronthal. And these are public documents, you can go on the web and search for these. So I wonder if we could just look at some of the data and bring up... Guys, bring up the slide one here. And so we'll first look at the operational side and they broke it into four use cases. The traditional transaction use cases, the augmented transaction processing, stream/event processing and operational intelligence. And so we're going to show you there's a lot of data here. So what Gartner did is they essentially evaluated critical capabilities, or think of features and functions, and gave them a weighting, or a weighting, and then a rating. It was a weighting and rating methodology. On a s... The rating was on a scale of one to five, and then they weighted the importance of the features based on their assessment, and talking to the many customers they talk to. So you can see here on the first chart, we're showing both the traditional transactions and the augmented transactions and, you know, the thing... The first thing that jumps out at you guys is that, you know, Oracle with Autonomous is off the charts, far ahead of anybody else on this. And actually guys, if you just bring up slide number two, we'll take a look at the stream/event processing and operational intelligence use cases. And you can see, again, you know, Oracle has a big lead. And I don't want to necessarily go through every vendor here, but guys, if you don't mind going back to the first slide 'cause I think this is really, you know, the core of transaction processing. So let's look at this, you've got Oracle, you've got SAP HANA. You know, right there interestingly Amazon Web Services with the Aurora, you know, IBM Db2, which, you know, it goes back to the good old days, you know, down the list. But so, let me again start with Marc. So why is that? I mean, I guess this is no surprise, Oracle still owns the Mission-Critical for the database space. They earned that years ago. One that, you know, over the likes of Db2 and, you know, Informix and Sybase, and, you know, they emerged as number one there. But what do you make of this data Marc? >> If you look at this data in a vacuum, you're looking at specific functionality, I think you need to look at all the slides in total. And the reason I bring that up is because I agree with what David said earlier, in that the use case that's becoming more prevalent is the integration of transaction and analytics. And more importantly, it's not just your traditional data warehouse, but it's AI analytics. It's big data analytics. It's users are finding that they need more than just simple reporting. They need more in-depth analytics so that they can get more actionable insights into their data where they can react in real time. And so if you look at it just as a transaction, that's great. If you're going to just as a data warehouse, that's great, or analytics, that's fine. If you have a very narrow use case, yes. But I think today what we're looking at is... It's not so narrow. It's sort of like, if you bought a streaming device and it only streams Netflix and then you need to get another streaming device 'cause you want to watch Amazon Prime. You're not going to do that, you want one, that does all of it, and that's kind of what's missing from this data. So I agree that the data is good, but I don't think it's looking at it in a total encompassing manner. >> Well, so before we get off the horses on the track 'cause I love to do that. (Dave chuckles) I just kind of let's talk about that. So Marc, you're putting forth the... You guys seem to agree on that premise that the database that can do more than just one thing is of appeal to customers. I suppose that makes, certainly makes sense from a cost standpoint. But, you know, guys feel free to flip back and forth between slides one and two. But you can see SAP HANA, and I'm not sure what cloud that's running on, it's probably running on a combination of clouds, but, you know, scoring very strongly. I thought, you know, Aurora, you know, given AWS says it's one of the fastest growing services in history and they've got it ahead of Db2 just on functionality, which is pretty impressive. I love Google Spanner, you know, love the... What they're trying to accomplish there. You know, you go down to Microsoft is, they're kind of the... They're always good enough a database and that's how they succeed and et cetera, et cetera. But David, it sounds like you agree with Marc. I would say, I would think though, Amazon kind of doesn't agree 'cause they're like a horses for courses. >> I agree. >> Yeah, yeah. >> So I wonder if you could comment on that. >> Well, I want to comment on two vectors. The first vector is that the size of customer and, you know, a mid-sized customer versus a global $2,000 or global 500 customer. For the smaller customer that's the heart of AWS, and they are taking their applications and putting pretty well everything into their cloud, the one cloud, and Aurora is a good choice. But when you start to get to a requirements, as you do in larger companies have very high levels of availability, the functionality is not there. You're not comparing apples and... Apples with apples, it's two very different things. So from a tier one functionality point of view, IBM Db2 and Oracle have far greater capability for recovery and all the features that they've built in over there. >> Because of their... You mean 'cause of the maturity, right? maturity and... >> Because of their... Because of their focus on transaction and recovery, et cetera. >> So SAP though HANA, I mean, that's, you know... (David talks indistinctly) And then... >> Yeah, yeah. >> And then I wanted your comments on that, either of you or both of you. I mean, SAP, I think has a stated goal of basically getting its customers off Oracle that's, you know, there's always this urinary limping >> Yes, yes. >> between the two companies by 2024. Larry has said that ain't going to happen. You know, Amazon, we know still runs on Oracle. It's very hard to migrate Mission-Critical, David, you and I know this well, Marc you as well. So, you know, people often say, well, everybody wants to get off Oracle, it's too expensive, blah, blah, blah. But we talked to a lot of Oracle customers there, they're very happy with the reliability, availability, recoverability feature set. I mean, the core of Oracle seems pretty stable. >> Yes. >> But I wonder if you guys could comment on that, maybe Marc you go first. >> Sure. I've recently done some in-depth comparisons of Oracle and Aurora, and all their other RDS services and Snowflake and Google and a variety of them. And ultimately what surprised me is you made a statement it costs too much. It actually comes in half of Aurora for in most cases. And it comes in less than half of Snowflake in most cases, which surprised me. But no matter how you configure it, ultimately based on a couple of things, each vendor is focused on different aspects of what they do. Let's say Snowflake, for example, they're on the analytical side, they don't do any transaction processing. But... >> Yeah, so if I can... Sorry to interrupt. Guys if you could bring up the next slide that would be great. So that would be slide three, because now we get into the analytical piece Marc that you're talking about that's what Snowflake specialty is. So please carry on. >> Yeah, and what they're focused on is sharing data among customers. So if, for example, you're an automobile manufacturer and you've got a huge supply chain, you can supply... You can share the data without copying the data with any of your suppliers that are on Snowflake. Now, can you do that with the other data warehouses? Yes, you can. But the focal point is for Snowflake, that's where they're aiming it. And whereas let's say the focal point for Oracle is going to be performance. So their performance affects cost 'cause the higher the performance, the less you're paying for the performing part of the payment scale. Because you're paying per second for the CPUs that you're using. Same thing on Snowflake, but the performance is higher, therefore you use less. I mean, there's a whole bunch of things to come into this but at the end of the day what I've found is Oracle tends to be a lot less expensive than the prevailing wisdom. So let's talk value for a second because you said something, that yeah the other databases can do that, what Snowflake is doing there. But my understanding of what Snowflake is doing is they built this global data mesh across multiple clouds. So not only are they compatible with Google or AWS or Azure, but essentially you sign up for Snowflake and then you can share data with anybody else in the Snowflake cloud, that I think is unique. And I know, >> Marc: Yes. >> Redshift, for instance just announced, you know, Redshift data sharing, and I believe it's just within, you know, clusters within a customer, as opposed to across an ecosystem. And I think that's where the network effect is pretty compelling for Snowflake. So independent of costs, you and I can debate about costs and, you know, the tra... The lack of transparency of, because AWS you don't know what the bill is going to be at the end of the month. And that's the same thing with Snowflake, but I find that... And by the way guys, you can flip through slides three and four, because we've got... Let me just take a quick break and you have data warehouse, logical data warehouse. And then the next slide four you got data science, deep learning and operational intelligent use cases. And you can see, you know, Teradata, you know, law... Teradata came up in the mid 1980s and dominated in that space. Oracle does very well there. You can see Snowflake pop-up, SAP with the Data Warehouse, Amazon with Redshift. You know, Google with BigQuery gets a lot of high marks from people. You know, Cloud Data is in there, you know, so you see some of those names. But so Marc and David, to me, that's a different strategy. They're not trying to be just a better data warehouse, easier data warehouse. They're trying to create, Snowflake that is, an incremental opportunity as opposed to necessarily going after, for example, Oracle. David, your thoughts. >> Yeah, I absolutely agree. I mean, ease of use is a primary benefit for Snowflake. It enables you to do stuff very easily. It enables you to take data without ETL, without any of the complexity. It enables you to share a number of resources across many different users and know... And be able to bring in what that particular user wants or part of the company wants. So in terms of where they're focusing, they've got a tremendous ease of use, tremendous focus on what the customer wants. And you pointed out yourself the restrictions there are of doing that both within Oracle and AWS. So yes, they have really focused very, very hard on that. Again, for the future, they are bringing in a lot of additional functions. They're bringing in Python into it, not Python, JSON into the database. They can extend the database itself, whether they go the whole hog and put in transaction as well, that's probably something they may be thinking about but not at the moment. >> Well, but they, you know, they obviously have to have TAM expansion designs because Marc, I mean, you know, if they just get a 100% of the data warehouse market, they're probably at a third of their stock market valuation. So they had better have, you know, a roadmap and plans to extend there. But I want to come back Marc to this notion of, you know, the right tool for the right job, or, you know, best of breed for a specific, the right specific, you know horse for course, versus this kind of notion of all in one, I mean, they're two different ends of the spectrum. You're seeing, you know, Oracle obviously very successful based on these ratings and based on, you know their track record. And Amazon, I think I lost count of the number of data stores (Dave chuckles) with Redshift and Aurora and Dynamo, and, you know, on and on and on. (Marc talks indistinctly) So they clearly want to have that, you know, primitive, you know, different APIs for each access, completely different philosophies it's like Democrats or Republicans. Marc your thoughts as to who ultimately wins in the marketplace. >> Well, it's hard to say who is ultimately going to win, but if I look at Amazon, Amazon is an all-cart type of system. If you need time series, you go with their time series database. If you need a data warehouse, you go with Redshift. If you need transaction, you go with one of the RDS databases. If you need JSON, you go with a different database. Everything is a different, unique database. Moving data between these databases is far from simple. If you need to do a analytics on one database from another, you're going to use other services that cost money. So yeah, each one will do what they say it's going to do but it's going to end up costing you a lot of money when you do any kind of integration. And you're going to add complexity and you're going to have errors. There's all sorts of issues there. So if you need more than one, probably not your best route to go, but if you need just one, it's fine. And if, and on Snowflake, you raise the issue that they're going to have to add transactions, they're going to have to rewrite their database. They have no indexes whatsoever in Snowflake. I mean, part of the simplicity that David talked about is because they had to cut corners, which makes sense. If you're focused on the data warehouse you cut out the indexes, great. You don't need them. But if you're going to do transactions, you kind of need them. So you're going to have to do some more work there. So... >> Well... So, you know, I don't know. I have a different take on that guys. I think that, I'm not sure if Snowflake will add transactions. I think maybe, you know, their hope is that the market that they're creating is big enough. I mean, I have a different view of this in that, I think the data architecture is going to change over the next 10 years. As opposed to having a monolithic system where everything goes through that big data platform, the data warehouse and the data lake. I actually see what Snowflake is trying to do and, you know, I'm sure others will join them, is to put data in the hands of product builders, data product builders or data service builders. I think they're betting that that market is incremental and maybe they don't try to take on... I think it would maybe be a mistake to try to take on Oracle. Oracle is just too strong. I wonder David, if you could comment. So it's interesting to see how strong Gartner rated Oracle in cloud database, 'cause you don't... I mean, okay, Oracle has got OCI, but you know, you think a cloud, you think Google, or Amazon, Microsoft and Google. But if I have a transaction database running on Oracle, very risky to move that, right? And so we've seen that, it's interesting. Amazon's a big customer of Oracle, Salesforce is a big customer of Oracle. You know, Larry is very outspoken about those companies. SAP customers are many, most are using Oracle. I don't, you know, it's not likely that they're going anywhere. My question to you, David, is first of all, why do they want to go to the cloud? And if they do go to the cloud, is it logical that the least risky approach is to stay with Oracle, if you're an Oracle customer, or Db2, if you're an IBM customer, and then move those other workloads that can move whether it's more data warehouse oriented or incremental transaction work that could be done in a Aurora? >> I think the first point, why should Oracle go to the cloud? Why has it gone to the cloud? And if there is a... >> Moreso... Moreso why would customers of Oracle... >> Why would customers want to... >> That's really the question. >> Well, Oracle have got Oracle Cloud@Customer and that is a very powerful way of doing it. Where exactly the same Oracle system is running on premise or in the cloud. You can have it where you want, you can have them joined together. That's unique. That's unique in the marketplace. So that gives them a very special place in large customers that have data in many different places. The second point is that moving data is very expensive. Marc was making that point earlier on. Moving data from one place to another place between two different databases is a very expensive architecture. Having the data in one place where you don't have to move it where you can go directly to it, gives you enormous capabilities for a single database, single database type. And I'm sure that from a transact... From an analytic point of view, that's where Snowflake is going, to a large single database. But where Oracle is going to is where, you combine both the transactional and the other one. And as you say, the cost of migration of databases is incredibly high, especially transaction databases, especially large complex transaction databases. >> So... >> And it takes a long time. So at least a two year... And it took five years for Amazon to actually succeed in getting a lot of their stuff over. And five years they could have been doing an awful lot more with the people that they used to bring it over. So it was a marketing decision as opposed to a rational business decision. >> It's the holy grail of the vendors, they all want your data in their database. That's why Amazon puts so much effort into it. Oracle is, you know, in obviously a very strong position. It's got growth and it's new stuff, it's old stuff. It's, you know... The problem with Oracle it has like many of the legacy vendors, it's the size of the install base is so large and it's shrinking. And the new stuff is.... The legacy stuff is shrinking. The new stuff is growing very, very fast but it's not large enough yet to offset that, you see that in all the learnings. So very positive news on, you know, the cloud database, and they just got to work through that transition. Let's bring up slide number five, because Marc, this is to me the most interesting. So we've just shown all these detailed analysis from Gartner. And then you look at the Magic Quadrant for cloud databases. And, you know, despite Amazon being behind, you know, Oracle, or Teradata, or whomever in every one of these ratings, they're up to the right. Now, of course, Gartner will caveat this and say, it doesn't necessarily mean you're the best, but of course, everybody wants to be in the upper, right. We all know that, but it doesn't necessarily mean that you should go by that database, I agree with what Gartner is saying. But look at Amazon, Microsoft and Google are like one, two and three. And then of course, you've got Oracle up there and then, you know, the others. So that I found that very curious, it is like there was a dissonance between the hardcore ratings and then the positions in the Magic Quadrant. Why do you think that is Marc? >> It, you know, it didn't surprise me in the least because of the way that Gartner does its Magic Quadrants. The higher up you go in the vertical is very much tied to the amount of revenue you get in that specific category which they're doing the Magic Quadrant. It doesn't have to do with any of the revenue from anywhere else. Just that specific quadrant is with that specific type of market. So when I look at it, Oracle's revenue still a big chunk of the revenue comes from on-prem, not in the cloud. So you're looking just at the cloud revenue. Now on the right side, moving to the right of the quadrant that's based on functionality, capabilities, the resilience, other things other than revenue. So visionary says, hey how far are you on the visionary side? Now, how they weight that again comes down to Gartner's experts and how they want to weight it and what makes more sense to them. But from my point of view, the right side is as important as the vertical side, 'cause the vertical side doesn't measure the growth rate either. And if we look at these, some of these are growing much faster than the others. For example, Snowflake is growing incredibly fast, and that doesn't reflect in these numbers from my perspective. >> Dave: I agree. >> Oracle is growing incredibly fast in the cloud. As David pointed out earlier, it's not just in their cloud where they're growing, but it's Cloud@Customer, which is basically an extension of their cloud. I don't know if that's included these numbers or not in the revenue side. So there's... There're a number of factors... >> Should it be in your opinion, Marc, would you include that in your definition of cloud? >> Yeah. >> The things that are hybrid and on-prem would that cloud... >> Yes. >> Well especially... Well, again, it depends on the hybrid. For example, if you have your own license, in your own hardware, but it connects to the cloud, no, I wouldn't include that. If you have a subscription license and subscription hardware that you don't own, but it's owned by the cloud provider, but it connects with the cloud as well, that I would. >> Interesting. Well, you know, to your point about growth, you're right. I mean, it's probably looking at, you know, revenues looking, you know, backwards from guys like Snowflake, it will be double, you know, the next one of these. It's also interesting to me on the horizontal axis to see Cloud Data and Databricks further to the right, than Snowflake, because that's kind of the data lake cloud. >> It is. >> And then of course, you've got, you know, the other... I mean, database used to be boring, so... (David laughs) It's such a hot market space here. (Marc talks indistinctly) David, your final thoughts on all this stuff. What does the customer take away here? What should I... What should my cloud database management strategy be? >> Well, I was positive about Oracle, let's take some of the negatives of Oracle. First of all, they don't make it very easy to rum on other platforms. So they have put in terms and conditions which make it very difficult to run on AWS, for example, you get double counts on the licenses, et cetera. So they haven't played well... >> Those are negotiable by the way. Those... You bring it up on the customer. You can negotiate that one. >> Can be, yes, They can be. Yes. If you're big enough they are negotiable. But Aurora certainly hasn't made it easy to work with other plat... Other clouds. What they did very... >> How about Microsoft? >> Well, no, that is exactly what I was going to say. Oracle with adjacent workloads have been working very well with Microsoft and you can then use Microsoft Azure and use a database adjacent in the same data center, working with integrated very nicely indeed. And I think Oracle has got to do that with AWS, it's got to do that with Google as well. It's got to provide a service for people to run where they want to run things not just on the Oracle cloud. If they did that, that would in my term, and my my opinion be a very strong move and would make make the capabilities available in many more places. >> Right. Awesome. Hey Marc, thanks so much for coming to theCUBE. Thank you, David, as well, and thanks to Gartner for doing all this great research and making it public on the web. You can... If you just search critical capabilities for cloud database management systems for operational use cases, that's a mouthful, and then do the same for analytical use cases, and the Magic Quadrant. There's the third doc for cloud database management systems. You'll get about two hours of reading and I learned a lot and I learned a lot here too. I appreciate the context guys. Thanks so much. >> My pleasure. All right, thank you for watching everybody. This is Dave Vellante for theCUBE. We'll see you next time. (upbeat music)

Published Date : Dec 18 2020

SUMMARY :

leaders all around the world. Marc Staimer is the founder, to really try to, you know, or what you have to manage. based on your reading of the Gartner work. So the very nuance, what you talked about, You're not going to do that, you I thought, you know, Aurora, you know, So I wonder if you and, you know, a mid-sized customer You mean 'cause of the maturity, right? Because of their focus you know... either of you or both of you. So, you know, people often say, But I wonder if you But no matter how you configure it, Guys if you could bring up the next slide and then you can share And by the way guys, you can And you pointed out yourself to have that, you know, So if you need more than one, I think maybe, you know, Why has it gone to the cloud? Moreso why would customers of Oracle... on premise or in the cloud. And as you say, the cost in getting a lot of their stuff over. and then, you know, the others. to the amount of revenue you in the revenue side. The things that are hybrid and on-prem that you don't own, but it's Well, you know, to your point got, you know, the other... you get double counts Those are negotiable by the way. hasn't made it easy to work and you can then use Microsoft Azure and the Magic Quadrant. We'll see you next time.

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Breaking Analysis: Cloud 2030 From IT, to Business Transformation


 

>> From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE in ETR. This is Breaking Analysis with Dave Vellante. >> Cloud computing has been the single most transformative force in IT over the last decade. As we enter the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and autonomous resource that will disrupt the operational stacks of virtually every company in every industry. Welcome to this week's special edition of Wikibon's CUBE Insights Powered by ETR. In this breaking analysis, and as part of theCUBE365's coverage of AWS re:Invent 2020, we're going to put forth our scenario for the next decade of cloud evolution. We'll also drill into the most recent data on AWS from ETR's October 2020 survey of more than 1,400 CIOs and IT professionals. So let's get right into it and take a look at how we see the cloud of yesterday, today and tomorrow. This graphic shows our view of the critical inflection points that catalyze the cloud adoption. In the middle of the 2000s, the IT industry was recovering from the shock of the dot-com bubble and of course 9/11. CIOs, they were still licking their wounds from the narrative, does IT even matter? AWS launched its Simple Storage Service and later EC2 with a little fanfare in 2006, but developers at startups and small businesses, they noticed that overnight AWS turned the data center into an API. Analysts like myself who saw the writing on the wall and CEO after CEO, they poo-pooed Amazon's entrance into their territory and they promised a cloud strategy that would allow them to easily defend their respective turfs. We'd seen the industry in denial before, and this was no different. The financial crisis was a boon for the cloud. CFOs saw a way to conserve cash, shift CAPEX to OPEX and avoid getting locked in to long-term capital depreciation schedules or constrictive leases. We also saw shadow IT take hold, and then bleed in to the 2010s in a big way. This of course created problems for organizations rightly concerned about security and rogue tech projects. CIOs were asked to come in and clean up the crime scene, and in doing so, realized the inevitable, i.e., that they could transform their IT operational models, shift infrastructure management to more strategic initiatives, and drop money to the bottom lines of their businesses. The 2010s saw an era of rapid innovation and a level of data explosion that we'd not seen before. AWS led the charge with a torrent pace of innovation via frequent rollouts or frequent feature rollouts. Virtually every industry, including the all-important public sector, got into the act. Again, led by AWS with the Seminole, a CIA deal. Google got in the game early, but they never really took the enterprise business seriously until 2015 when it hired Diane Green. But Microsoft saw the opportunity and leaned in heavily and made remarkable strides in the second half of the decade, leveraging its massive software stake. The 2010s also saw the rapid adoption of containers and an exit from the long AI winter, which along with the data explosion, created new workloads that began to go mainstream. Now, during this decade, we saw hybrid investments begin to take shape and show some promise. As the ecosystem realized broadly that it had to play in the AWS sandbox or it would lose customers. And we also saw the emergence of edge and IoT use cases like for example, AWS Ground Station, those emerge. Okay, so that's a quick history of cloud from our vantage point. The question is, what's coming next? What should we expect over the next decade? Whereas the last 10 years was largely about shifting the heavy burden of IT infrastructure management to the cloud, in the coming decade, we see the emergence of a true digital revolution. And most people agree that COVID has accelerated this shift by at least two to three years. We see all industries as ripe for disruption as they create a 360 degree view across their operational stacks. Meaning, for example, sales, marketing, customer service, logistics, etc., they're unified such that the customer experience is also unified. We see data flows coming together as well, where domain-specific knowledge workers are first party citizens in the data pipeline, i.e. not subservient to hyper-specialized technology experts. No industry is safe from this disruption. And the pandemic has given us a glimpse of what this is going to look like. Healthcare is going increasingly remote and becoming personalized. Machines are making more accurate diagnoses than humans, in some cases. Manufacturing, we'll see new levels of automation. Digital cash, blockchain and new payment systems will challenge traditional banking norms. Retail has been completely disrupted in the last nine months, as has education. And we're seeing the rise of Tesla as a possible harbinger to a day where owning and driving your own vehicle could become the exception rather than the norm. Farming, insurance, on and on and on. Virtually every industry will be transformed as this intelligent, responsive, autonomous, hyper-distributed system provides services that are ubiquitous and largely invisible. How's that for some buzzwords? But I'm here to tell you, it's coming. Now, a lot of questions remain. First, you may even ask, is this cloud that you're talking about? And I can understand why some people would ask that question. And I would say this, the definition of cloud is expanding. Cloud has defined the consumption model for technology. You're seeing cloud-like pricing models moving on-prem with initiatives like HPE's GreenLake and now Dell's APEX. SaaS pricing is evolving. You're seeing companies like Snowflake and Datadog challenging traditional SaaS models with a true cloud consumption pricing option. Not option, that's the way they price. And this, we think, is going to become the norm. Now, as hybrid cloud emerges and pushes to the edge, the cloud becomes this what we call, again, hyper-distributed system with a deployment and programming model that becomes much more uniform and ubiquitous. So maybe this s-curve that we've drawn here needs an adjacent s-curve with a steeper vertical. This decade, jumping s-curves, if you will, into this new era. And perhaps the nomenclature evolves, but we believe that cloud will still be the underpinning of whatever we call this future platform. We also point out on this chart, that public policy is going to evolve to address the privacy and concentrated industry power concerns that will vary by region and geography. So we don't expect the big tech lash to abate in the coming years. And finally, we definitely see alternative hardware and software models emerging, as witnessed by Nvidia and Arm and DPA's from companies like Fungible, and AWS and others designing their own silicon for specific workloads to control their costs and reduce their reliance on Intel. So the bottom line is that we see programming models evolving from infrastructure as code to programmable digital businesses, where ecosystems power the next wave of data creation, data sharing and innovation. Okay, let's bring it back to the current state and take a look at how we see the market for cloud today. This chart shows a just-released update of our IaaS and PaaS revenue for the big three cloud players, AWS, Azure, and Google. And you can see we've estimated Q4 revenues for each player and the full year, 2020. Now please remember our normal caveats on this data. AWS reports clean numbers, whereas Azure and GCP are estimates based on the little tidbits and breadcrumbs each company tosses our way. And we add in our own surveys and our own information from theCUBE Network. Now the following points are worth noting. First, while AWS's growth is lower than the other two, note what happens with the laws of large numbers? Yes, growth slows down, but the absolute dollars are substantial. Let me give an example. For AWS, Azure and Google, in Q4 2020 versus Q4 '19, we project annual quarter over quarter growth rate of 25% for AWS, 46% for Azure and 58% for Google Cloud Platform. So meaningfully lower growth rates for AWS compared to the other two. Yet AWS's revenue in absolute terms grows sequentially, 11.6 billion versus 12.4 billion. Whereas the others are flat to down sequentially. Azure and GCP, they'll have to come in with substantially higher annual growth to increase revenue from Q3 to Q4, that sequential increase that AWS can achieve with lower growth rates year to year, because it's so large. Now, having said that, on an annual basis, you can see both Azure and GCP are showing impressive growth in both percentage and absolute terms. AWS is going to add more than $10 billion to its revenue this year, with Azure growing nearly 9 billion or adding nearly 9 billion, and GCP adding just over 3 billion. So there's no denying that Azure is making ground as we've been reporting. GCP still has a long way to go. Thirdly, we also want to point out that these three companies alone now account for nearly $80 billion in infrastructure services annually. And the IaaS and PaaS business for these three companies combined is growing at around 40% per year. So much for repatriation. Now, let's take a deeper look at AWS specifically and bring in some of the ETR survey data. This wheel chart that we're showing here really shows you the granularity of how ETR calculates net score or spending momentum. Now each quarter ETR, they go get responses from thousands of CIOs and IT buyers, and they ask them, are you spending more or less than a particular platform or vendor? Net score is derived by taking adoption plus increase and subtracting out decrease plus replacing. So subtracting the reds from the greens. Now remember, AWS is a $45 billion company, and it has a net score of 51%. So despite its exposure to virtually every industry, including hospitality and airlines and other hard hit sectors, far more customers are spending more with AWS than are spending less. Now let's take a look inside of the AWS portfolio and really try to understand where that spending goes. This chart shows the net score across the AWS portfolio for three survey dates going back to last October, that's the gray. The summer is the blue. And October 2020, the most recent survey, is the yellow. Now remember, net score is an indicator of spending velocity and despite the deceleration, as shown in the yellow bars, these are very elevated net scores for AWS. Only Chime video conferencing is showing notable weakness in the AWS data set from the ETR survey, with an anemic 7% net score. But every other sector has elevated spending scores. Let's start with Lambda on the left-hand side. You can see that Lambda has a 65% net score. Now for context, very few companies have net scores that high. Snowflake and Kubernetes spend are two examples with higher net scores. But this is rarefied air for AWS Lambda, i.e. functions. Similarly, you can see AI, containers, cloud, cloud overall and analytics all with over 50% net scores. Now, while database is still elevated with a 46% net score, it has come down from its highs of late. And perhaps that's because AWS has so many options in database and its own portfolio and its ecosystem, and the survey maybe doesn't have enough granularity there, but in this competition, so I don't really know, but that's something that we're watching. But overall, there's a very strong portfolio from a spending momentum standpoint. Now what we want to do, let's flip the view and look at defections off of the AWS platform. Okay, look at this chart. We find this mind-boggling. The chart shows the same portfolio view, but isolates on the bright red portion of that wheel that I showed you earlier, the replacements. And basically you're seeing very few defections show up for AWS in the ETR survey. Again, only Chime is the sore spot. But everywhere else in the portfolio, we're seeing low single digit replacements. That's very, very impressive. Now, one more data chart. And then I want to go to some direct customer feedback, and then we'll wrap. Now we've shown this chart before. It plots net score or spending velocity on the vertical axis and market share, which measures pervasiveness in the dataset on the horizontal axis. And in the table portion in the upper-right corner, you can see the actual numbers that drive the plotting position. And you can see the data confirms what we know. This is a two-horse race right now between AWS and Microsoft. Google, they're kind of hanging out with the on-prem crowd vying for relevance at the data center. We've talked extensively about how we would like to see Google evolve its business and rely less on appropriating our data to serve ads and focus more on cloud. There's so much opportunity there. But nonetheless, you can see the so-called hybrid zone emerging. Hybrid is becoming real. Customers want hybrid and AWS is going to have to learn how to support hybrid deployments with offerings like outposts and others. But the data doesn't lie. The foundation has been set for the 2020s and AWS is extremely well-positioned to maintain its leadership, in our view. Now, the last chart we'll show takes some verbatim comments from customers that sum up the situation. These quotes were pulled from several ETR event roundtables that occurred in 2020. The first one talks to the cloud compute bill. It spikes and sometimes can be unpredictable. The second comment is from a CIO at IT/Telco. Let me paraphrase what he or she is saying. AWS is leading the pack and is number one. And this individual believes that AWS will continue to be number one by a wide margin. The third quote is from a CTO at an S&P 500 organization who talks to the cloud independence of the architecture that they're setting up and the strategy that they're pursuing. The central concern of this person is the software engineering pipeline, the cICB pipeline. The strategy is to clearly go multicloud, avoid getting locked in and ensuring that developers can be productive and independent of the cloud platform. Essentially separating the underlying infrastructure from the software development process. All right, let's wrap. So we talked about how the cloud will evolve to become an even more hyper-distributed system that can sense, act and serve, and provides sets of intelligence services on which digital businesses will be constructed and transformed. We expect AWS to continue to lead in this build-out with its heritage of delivering innovations and features at a torrid pace. We believe that ecosystems will become the main spring of innovation in the coming decade. And we feel that AWS has to embrace not only hybrid, but cross-cloud services. And it has to be careful not to push its ecosystem partners to competitors. It has to walk a fine line between competing and nurturing its ecosystem. To date, its success has been key to that balance as AWS has been able to, for the most part, call the shots. However, we shall see if competition and public policy attenuate its dominant position in this regard. What will be fascinating to watch is how AWS behaves, given its famed customer obsession and how it decodes the customer's needs. As Steve Jobs famously said, "Some people say, give the customers what they want. "That's not my approach. "Our job is to figure out "what they're going to want before they do." I think Henry Ford once asked, "If I'd ask customers what they wanted, "they would've told me a faster horse." Okay, that's it for now. It was great having you for this special report from theCUBE Insights Powered by ETR. Keep it right there for more great content on theCUBE from re:Invent 2020 virtual. (cheerful music)

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Ken Owens, Mastercard | KubeCon + CloudNativeCon NA 2020


 

>> Presenter: From around the globe, it's theCUBE, with coverage of KubeCon and CloudNativeCon North America 2020 Virtual. Brought to you by Red Hat, the Cloud Native Computing Foundation and ecosystem partners. >> Hey, welcome back everybody, Jeff Frick here with theCUBE. We're coming to you from our Palo Alto Studios with our ongoing coverage of KubeCon + CloudNativeCon 2020, the digital version. It would have been the North American version but obviously everything is digital. So we're excited, we've been coming back here for years and we've got a founder of CNCF and also a practitioner, really great opportunity to get some insight from someone who's out in the field and putting this stuff into work. So we're joined in this next segment by Ken Owens. He is the Vice President of Software Development Engineering for MasterCard, and he's a founding member of the CNCF, The Cloud Native Computing Foundation. Ken, great to see you. >> Yeah, great. Thank you for having me, I have, I've enjoyed theCUBE over the years and I'm glad to be a part of it again. >> Yeah, so we're, we're psyched to have you on, and I think it's the first time I've got to talk to you. I think you might've been on in LA a couple of years ago, or I was kind of drifting around that show. I don't think I was a it was on the set that day, but before we jump into kind of what's going on now, you were a founding member of CNCF. So let's take a step back and kind of share your perspective as to kind of where we are now from where this all began and kind of this whole movement around Cloud Native. Certainly it's a good place to be. >> Yeah, yeah definitely. It's been a great ride. In our industry, we go through these sort of timeframes every decade or so, where something big kind of comes along and you get involved in and you participate in it. And it gets to be a lot of fun and it either dies or it evolves into something else, right? And with CloudNativeCon Cloud Native itself, this concept of just how difficult it was to really move with the type of agility and the type of speed that developers in the enterprise really need to move at. It was just, it was hard to get there with just traditional infrastructure, traditional ways of doing configurations of doing management of infrastructure and it really needed something different and something to kind of help, it was called orchestration of course but at the time we didn't know it was called orchestration right. We knew we needed things like service mesh, but they weren't called service meshes then. There were more like control planes. And how do you, how do you custom create all of these different pieces? And the great thing about the CNCF is that we, when we started it, we had very simple foundational principles we wanted to follow right. One was, we wanted to have end users involved. A lot of foundations as become very vendor-driven and very vendor-centric. And you kind of lose your, your core base of the practitioners as you call us right? The guys who actually need to solve problems they're trying to make a living solving problems for the industry, not just for selling products, right? And so it was important that we get those end users involved and that, and that's probably the biggest changes. It's a great technology body. We had great technologists, great engineers and the foundation but we also have a huge over 150 end users that have engaged and been very involved and contributing to the end users things of the community, contributing to the foundation now. And it's been awesome to see that come to fruition over the last three years. >> Yeah, it certainly part of the magic of open source, that's been so, so transformative. And we've seen that obviously with servers and Linux and what what that did, but we've been talking a lot lately too about kind of the anniversary of the of the Agile Manifesto and kind of the Agile Movement and really changing the prioritization around change and really making change a first class citizen as opposed to kind of a nightmare I don't want to deal with and really building systems and ways of doing things that adopt that. I want to just to pull up the Cloud Native definition 'cause I think it's interesting. We talk about Cloud Native a lot and you guys actually wrote some words down and I think it's worth reading them that Cloud Native Technologies empower organizations to build and run scalable applications in dynamic environments. Dynamic environments is such a key piece to this puzzle because it used to be, this is your infrastructure person, you've got to build something that fits into this. Now with an app-centric world has completely flipped over and the application developer doesn't have to worry about the environment anymore, right? It's spin it up and make it available to me when I need it. A really different way of thinking about things than kind of this static world. >> Definitely and then that was the big missing piece for all those years was how do you get to this dynamic environment, right, that embraces change and embraces risk to some extent. Not risk like you heard in the past with risk avoidance is so important to have, right. It's really more, how do you embrace risk and fail earlier in the process, learn earlier in the process so that when you get to production you're not failing, you're not having to worry about failure because you cut as much as you could in the earlier phases of your development life cycle. And that's been set, like you said that dynamic piece has just been such the difference. I think in why it's been taken off. >> Yeah. >> And industry this last five years now that we've been around. >> Yeah, for sure. So then the next one well, I'm just going to go through them 'cause there's three main tenants of this thing. These techniques and techniques enabled loosely coupled systems that allow engineers to make high impact changes frequently and predictably with minimum toil. I mean, those are, those are really hard challenges in a classic waterfall way with PRDs and MRDs and everything locked down in a big, giant Gantt chart that fills half of the half the office to actually be able to have loosely coupled systems. Again a really interesting concept versus hardwired, connected systems. Now you're talking about APIs and systems all connecting. Really different way to think about development and how do you build applications. >> Yeah and the interesting thing there is the very first definition we came up with five plus years ago was containers, containerized workloads, right? And being technologist, everyone focused on those words containers and containerized and then everything had to be a container, right? And to your point, that isn't what we're trying to do, right? We're trying to create services that are just big enough to support whatever is needed for that service to support and be able to scale those up and down independently of other dependent systems that may have different requirements associated with what they have to do, right. And it was more about that keeping those highly efficient type of patterns in mind of spinning up and spinning down things that don't have impact or cause impact to other larger components around them was really the key not containers or containerized. >> Right. >> Obviously that's one of the patterns you could follow to create those types of services and those patterns, but there is nothing that guarantees it has to be a container that can do that. Lots of BMS today and lots of Bare Metal Servers can have a similar function. They're just not going to be as dynamic as you may want them to be in other environments. >> Right and then the third tenant, three of three is fostering sustainable ecosystem of open source vendor neutral projects, democratizing state-of-the-art patterns to make these innovations accessible for everyone. So just the whole idea of democratization of technology, democratization of data, democratization of tools, to do something with the data to find the insight democratization of the authority to execute on those decisions once you get going on that, I mean the open source and kind of this democratization to enable a broad distribution of power to more than just mahogany row, huge fundamental shift in the way people think about things. And really even still today, as everyone's trying to move their organizations to be more data-centric in the way they operate, it is really all about the democratization and getting that information and the tools and the ability to do something with it to as broad a group of people as you can. And that's even before we talk about open source development and the power of again, as you said, bringing in this really active community who want to contribute. It's a really interesting way that open source works. It's such a fun thing to watch, and I'm not a developer from the outside, but to see people get excited about helping other people. I think that's probably the secret to the whole thing that really taps into. >> Yeah, it is. And open source, there were discussions about open source for 20 plus years trying to get more into open source contributing to open source in an enterprise mindset, right? And it could never really take off 'cause it's not really the foundation or the platforms or the capabilities needed to do that. And now to your point, open source was really the underlying engine that is making all of this possible. Without open source and some of those early days of trying to get more open source and understanding of open source in the enterprise, I think we'd still be trying to get adoption but open source had just gotten to that point where everyone wanted to do more with open source. The CNCF comes along and said, here's the set of democratized, we're not going to have kingmakers in this organization. We're going to have a lot of open solutions, a lot of good options for companies to look at, and we're not going to lock you in to anything. 'Cause that's another piece of that open source model, right. Open source still can lock you in, right. But if you have open choices within open source, there's less, lock-in potential and locking isn't really a horrible thing. It's just one of those tenants you don't want to be tied too tightly to any one solution or one hope, open source even program because that could 'cause issues of that minimal toil we talked about, right. If you have a lot of dependencies and a lot of, I always joked about OpenStack but if I have to email two guys, if I find an issue in OpenStack about security that's not really a great security model that I can tell my customers I have your security covered, right? So, you want to get away from emails and having to ask for help, if you see a big security issue you want to just address it right then and fix it fast. >> Right, right. So much to unpack there. And for those that don't follow you, you've done a ton of presentations. You've got a ton of great content out of the internet with deep technical dives, into some of this stuff and the operational challenges in your philosophies but good keeping it kind of high level here. 'Cause one of the themes that comes up over and over in some of the other stuff I saw from you is really about asking the right questions. And we hear this time and time again, that the way to get the right answer first you got to frame the question right. And you talk quite extensively about asking the why and asking the how. I wonder if you can unpack that a little bit as to why those two questions are so important and how do you ask them in a way that doesn't piss everybody off or scare them away when you're at a big company like MasterCard that has a lot of personal information, you're in the finance industry, you got ton of regulation but still you're asking how and you're asking why. >> Yeah, definitely. And those, those are two questions that I keep coming back to in the industry because they are, they're not asked enough in my opinion. I think they, for the reasons you brought up those there's too much pushback or there's, you don't want to be viewed as someone who's being difficult, right? And there maybe other reasons why you don't want to ask that but I like to ask the why first because it, you kind of have to understand what's the problem you're trying to solve. And it kind of goes back to my engineering background, I think right. I love to solve problems and one of my early days and you might have heard this on one of my, my interviews, right. But in my early days, I was trying to fix a problem that I was on an advanced engineering team. And I was tier four support in a large Telco. And for months we had this issue with one of our large oil based companies and no one could solve it. And I was on call the night that they called in. And I asked the guy a simple question, tell me which lights you see on this DHUC issue? Which is a piece of equipment that sits between a ATM network and a regular Sonnet network. So we're watching, I'm asking them as kind of find out where in this path, there's a problem. And the guy tells me where there's no lights on. And I'm like well, plug in the power and let me know when it boots up and then let's try another test. And that was the problem. So my, the cleaning crew would come through and unplugged it. And so I learned early on in my crew that if you don't ask those simple questions, you just assume that everything's working almost nine times out of 10, it's the simple, easy solution to a problem. You're just too busy thinking of all the complex things that could go wrong and trying to solve all the hard problems first. And so I really try to help people think about, ask the why questions, ask, why is this important? Why do we need to do this now? Why, what would happen if we don't do this? If we did it this other way, what's the downside of doing it this other way? Really think through your options, 'cause it may take you 20, 30 minutes to kind of do a good analysis of a problem, but then your solution you're not going to spend weeks trying to troubleshoot when it doesn't work because you put the time upfront to think about it. So that's sort of the main reason why I like to ask the why and the how, because it forces you to think outside of your normal, my job is to take this cog and put it over here and fix this, right. And you don't want to be in that, that mode when you're solving complex problems because you overlook or you miss the simple things. >> Right. So you don't like the 'cause we've always done it that way? (both laughing) >> I do not. And I hear that a lot everywhere I've been in the industry and anywhere, any company you have those, this is the way we've always done it. >> Yeah, yeah. Just like the way we've always traveled, right. And the way we've always been educated and the way we've always consumed entertainment. It's like really? I wanted to (indistinct) >> I have learned though that there's a good, I like to understand the reason behind why we've always done it that way. So I do always ask that question. >> Right. >> I don't turn around on someone and get mad at them and you say, Oh, we can't we have to do it differently. I don't have the mindset of let's throw that out the window because I realized that over time something happened. It's like when I had younger kids, I always laugh because they put these warnings on those whatever they call them at the kids stand up in them. >> Right, the little, the little (indistinct) >> Don't put them on top of the stairs right. These stupid little statements are written on there. And I always thought I was dumb. And if somebody told me, well that's because somebody put their kid near the pool and they drown. >> Right, right. >> You have to kind of point out the obvious to people and so, >> Yeah. >> I don't think it's that dangerous of a situation and in the work environment, but hopefully we're not making the same mistakes that have been prevented by not allowing just the, not because we've done it this way before modeled it to go forward. >> Right, right now we have a rule around here too. There's a reason we have every rules is because somebody blew it at some point in time. That's why we have the rule that I want to shift gears a little bit and talk about automation, right? 'Cause automation is such a big and important piece of this whole story especially as these systems scale, scale, scale. And we know that people are prone to errors. I mean, I had seen that story about the cleaner accidentally unplugging things. We all know that people fat fingers, copy and paste is not used as universally as it should be. But I wonder if you could share, how important automation is. And I know you've talked a lot about how people should think about automate automation and prioritizing automation and helping use automation to both make people more productive but also to prioritize what the people should be working on as well as lowering the error rate on stuff that they probably shouldn't be doing anyway. >> Exactly, yeah automation to me is, as you've heard me say before is it's something that is probably almost as big of a key tenet as open source should be, right? It's one of those foundational things that it really helps you to get rid of some of that churn and some of the toil that you run into in a production environment where you're trying to always figure out what went wrong and why did this system not work on this point in time and this day and this deployment, and it's almost to your point always a fat finger, someone deleted an IP address from the IPAM system. There's all kinds of errors that you can people can tell you about that have happened. But to the root of your question is automation needs to be thought about from three different primary areas in my view, in my experience. The first one is the infrastructure as code, software defined infrastructure, right. So the networking teams and the storage teams and the security teams are probably the furthest behind in adopting automation in in their jobs, right. And their jobs are probably the most critical pieces of the infrastructure, right? And so those are, those are pieces that I really highly encouraged them to think about how can they automate those areas. The second piece is I think is equally as important as the infrastructure piece is the application side. When I first joined multiple enterprises in the past, the test coverage is in the low 10's to 20%, right. And your test coverage is a direct correlation to how well your application is going to behave and production in terms of failures, right? So if you have low test coverage, you're going to have high failure rates. It's sort of over over all types of industries every study has shown that, right. So getting your test coverage up and testing the right things not just testing to have test coverage right. >> But actually. >> Right, right. >> Thinking through your user stories and acceptance criteria and having good test is really, really important. So you have those two bookends, right. And in between, I think it's important that you look at how you connect to these services, these distributed systems we talked about in the opening right. If you fully automate your infrastructure and fully automate your application development and delivery, that's great. But if in the middle you have this gooey middle that doesn't really connect well doesn't really have the automation in place to ensure that your certificates are there that your security is in place. That middle piece can become really a problem from a security and from a availability issue. And so those those are the two pieces that I say really focus on is that gooey middle and then that infrastructure piece is really the two keys. >> Right, right. You've got another group of words that you use a lot. I want you to give us a little bit more color behind it. And that's talking to people to tell them that they need to spend more time on investigation. They need to do more experimentation. And then and the one that really popped out to me was it was retro to retrospective to not necessarily a postmortem which I thought is interesting. You say retrospective versus the postmortem, because this is an ongoing process for continuous improvement. And then finally, what seems drop dead dumb obvious is to iterate and deliver. But I wonder if you can share a little bit more color on how important it is to experiment and to investigate and to have those retrospectives. >> Yeah definitely. And then it kind of goes back to that culture we want to create in a Cloud Native world, right. We want to be open to thinking about how we can solve problems better, how we can have each iteration we want, to look at, how do we have a less toil, have less issues. How do we improve the, I liked kind of delight in your experience, how do you make your developers and your customers specific, but specifically how do you make your customers so happy with your service? And when you think about those sort of areas, right. You want to spend some portion of your time dedicated to how do I look at and investigate better ways of doing things or more improvements around the way my customer experience is being delivered. Asking your customers questions, right. You'd be surprised how how many customers don't ever get asked for their opinion on how something works, right. And they want to be asked, they'd love to give you feedback. It doesn't necessarily mean you're going to go do it that next iteration, right? The old adage I like to use is if Henry Ford had listened to his customers he would have tried to breed a faster horse, right? And so you have to kind of think about what you want to try to deliver as a product and as an organization but at the same time, that input is important. And I think, I say carve it out, because if you don't, we're so busy today and there's so much going on in our lives. If you don't dedicate and carve out some of that time and protect that time, you will never get to that, right. It's always a, I'll get to that next year. Maybe our next iteration I'll try, right. And so it's important to really hold that time as sacred and spend time every week, every couple of weeks, whatever it works out in the schedule, but actually put that in your calendar and block out that time and use it to really look at what's possible, what's relevant, what kind of improvements you can have. I think those are really the key the key takeaways I can have from that piece of it. And then, the last one you asked about, which I think is so important, is the retrospective, right. Always trying to get better and better at what you do is, is an engineer's goal, right? We never liked to fail. We never liked to do something twice, right? We don't want to, we want to learn the first time we make a mistake and not make it over and over again. So that those retrospectives and improving on what you're doing iteratively. And to the point you brought up and I like to bring this up a lot, 'cause I've been part not at MasterCard, but at other companies parts of companies that would talk a great game come up with great stories, say here's our plan. And then when we get ready to go to deliver it, we go and we reinvestigate the plan and see if there's a better plan. And then we get to a point where we're ready to go execute. And then we go back and start all over again, right. And you've got to deliver iteratively, if you don't, you're the point I like to always make is you're never going to be ready, right. It's like, when are you ready to have kids? You never ready to have kids, right. You just have to go and you'll learn as you go. You know so. >> Right, right, I love that. Well again, Ken, you have so much great stuff out there for technical people that want to dive in deep? So I encourage them just to do a simple YouTube or excuse me, YouTube search or Google search but I want to give you the last word. One word, I'm going to check the transcript when this thing is over that you've used probably more than any other word while we've been talking for the last few minutes is toil. And I think it's really interesting that it brings up and really highlights your empathy towards what you're trying to help developers avoid and what you're trying to help teams avoid so that they can be more productive. You keep saying, avoid the toil, get out of the toil, get out of this kind of crap that inhibits people from getting their job done and being creative and being inventive and being innovative. Where does that come from? And I just love that you keep reinforce it and just kind of your final perspective as we wrap on 2020 and another year of CNCF and clearly containers and Kubernetes and Cloud Native is continues to be on fire and on a tear. I just wonder if you can share a little bit of your perspective as a founding member as we kind of come to the end of 2020. >> Yeah definitely. Thanks again for having me. It's been a great, great discussion. I am a developer by background, by trade today, I still develop. I still contribute to open source and I've had this mantra pretty much my entire career that you have to get into the weeds and understand what everyone's experiencing in order to figure out how to solve the problems, right. You can't be in an ivory tower and look down and say, Oh, there's a problem, I'm going to go fix that. It just doesn't work that way. And most problems you try to solve in that model will be problems that no other team has really experienced. And there not going to be help, they're not going to be thankful that you solved the problem they don't have, right? They want you to solve a problem that they have. And so I think that that's sort of a key for the reason why I spent so much time talking about that as I live it every day. I understand it. I talk with my development community and with a broader community of developers at MasterCard and understand the pains that they're going through and try to help them every day with coming up with ways to help make their lives a lot easier. So it's important to me and to to all organizations out there and in all of the, in the world. So, CNCF its been great. It's still growing. I'm always looking for end users. I'd love to talk to you. Well, you can reach out to, to the CNCF if you'd like to learn more, our website has information on how to get connected to the end user community. We community within the CNCF that is not, it's a private community. So you don't have to worry about your information being shared. If you don't want people to know you belong to the community, you don't have to list that information. If you want to list it, you're welcome to list it. There's no expectations on you to contribute to open source, but we do encourage you to contribute, and are here to support that end user community any way we can. So thanks again for having us and looking forward to, to a great show in North America. >> All right well, thank you, Ken, for sharing your information sharing the insight, sharing the knowledge really appreciate it and great to catch up. All right. He's Ken, I'm Jeff. You're watching theCUBE with our ongoing coverage of KubeCon + CloudNativeCon 2020 North America Digital. Thanks for watching. We'll see you next time. (gentle music)

Published Date : Nov 20 2020

SUMMARY :

Brought to you by Red Hat, We're coming to you from to be a part of it again. psyched to have you on, of the practitioners as you call us right? and really changing the so that when you get to production now that we've been around. that fills half of the half the office and be able to scale those up that guarantees it has to be from the outside, but to or the capabilities needed to do that. and over in some of the other stuff I saw And it kind of goes back to So you don't like the 'cause and anywhere, any company you have and the way we've always to understand the reason I don't have the mindset of let's And I always thought I was dumb. before modeled it to go forward. but also to prioritize what of the toil that you run into But if in the middle you have this and to investigate and to And to the point you brought up And I just love that you keep reinforce it to the community, you don't and great to catch up.

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Data Cloud Catalysts - Women in Tech | Snowflake Data Cloud Summit


 

>> Hi and welcome to Data Cloud catalyst Women in Tech Round Table Panel discussion. I am so excited to have three fantastic female executives with me today, who have been driving transformations through data throughout their entire career. With me today is Lisa Davis, SVP and CIO OF Blue shield of California. We also have Nishita Henry who is the Chief Innovation Officer at Deloitte and Teresa Briggs who is on a variety of board of directors including our very own Snowflake. Welcome ladies. >> Thank you. >> So I am just going to dive right in, you all have really amazing careers and resumes behind you, am really curious throughout your career, how have you seen the use of data evolve throughout your career and Lisa am going to start with you. >> Thank you, having been in technology my entire career, technology and data has really evolved from being the province of a few in an organization to frankly being critical to everyone's business outcomes. Now every business leader really needs to embrace data analytics and technology. We've been talking about digital transformation, probably the last five, seven years, we've all talked about, disrupt or be disrupted, At the core of that digital transformation is the use of data. Data and analytics that we derive insights from and actually improve our decision making by driving a differentiated experience and capability into market. So data has involved as being I would say almost tactical, in some sense over my technology career to really being a strategic asset of what we leverage personally in our own careers, but also what we must leverage as companies to drive a differentiated capability to experience and remain relative in the market today. >> Nishita curious your take on, how you have seen data evolve? >> Yeah, I agree with Lisa, it has definitely become a the lifeblood of every business, right? It used to be that there were a few companies in the business of technology, every business is now a technology business. Every business is a data business, it is the way that they go to market, shape the market and serve their clients. Whether you're in construction, whether you're in retail, whether you're in healthcare doesn't matter, right? Data is necessary for every business to survive and thrive. And I remember at the beginning of my career, data was always important, but it was about storing data, it was about giving people individual reports, it was about supplying that data to one person or one business unit in silos. And it then evolved right over the course of time into integrating data into saying, alright, how does one piece of data correlate to the other and how can I get insights out of that data? Now, its gone to the point of how do I use that data to predict the future? How do I use that data to automate the future? How do I use that data not just for humans to make decisions, but for other machines to make decisions, right? Which is a big leap and a big change in how we use data, how we analyze data and how we use it for insights and involving our businesses. >> Yeah its really changed so tremendously just in the past five years, its amazing. So Teresa we've talked a lot about the Data Cloud, where do you think we are heading with that and also how can future leaders really guide their careers in data especially in those jobs where we don't traditionally think of them in the data science space? Teresa your thoughts on that. >> Yeah, well since I'm on the Snowflake Board, I'll talk a little bit about the Snowflake Data Cloud, we're getting your company's data out of the silos that exist all over your organization. We're bringing third party data in to combine with your own data and we're wrapping a governance structure around it and feeding it out to your employees so they can get their jobs done, as simple as that. I think we've all seen the pandemic accelerate the digitization of our work. And if you ever doubted that the future of work is here, it is here and companies are scrambling to catch up by providing the right amount of data, collaboration tools, workflow tools for their workers to get their jobs done. Now, it used to be as prior people have mentioned that in order to work with data you had to be a data scientist, but I was an auditor back in the day we used to work on 16 column spreadsheets. And now if you're an accounting major coming out of college joining an auditing firm, you have to be tech and data savvy because you're going to be extracting, manipulating, analyzing and auditing data, that massive amounts of data that sit in your clients IT systems. I'm on the board of Warby Parker, and you might think that their most valuable asset is their amazing frame collection, but it's actually their data, their 360 degree view of the customer. And so if you're a merchant, or you're in strategy, or marketing or talent or the Co-CEO, you're using data every day in your work. And so I think it's going to become a ubiquitous skill that any anyone who's a knowledge worker has to be able to work with data. >> Yeah I think its just going to be organic to every role going forward in the industry. So, Lisa curious about your thoughts about Data Cloud, the future of it and how people can really leverage it in their jobs for future leaders. >> Yeah, absolutely most enterprises today are, I would say, hybrid multicloud enterprises. What does that mean? That means that we have data sitting on-prem, we have data sitting in public clouds through software as a service applications. We have a data everywhere. Most enterprises have data everywhere, certainly those that have owned infrastructure or weren't born on the web. One of the areas that I love that Data Cloud is addressing is area around data portability and mobility. Because I have data sitting in various locations through my enterprise, how do I aggregate that data to really drive meaningful insights out of that data to drive better business outcomes? And at Blue Shield of California, one of our key initiatives is what we call an Experienced Cube. What does that mean? That means how do I drive transparency of data between providers, members and payers? So that not only do I reduce overhead on providers and provide them a better experience, our hospital systems are doctors, but ultimately, how do we have the member have it their power of their fingertips the value of their data holistically, so that we're making better decisions about their health care. One of the things Teresa was talking about, was the use of this data and I would drive to data democratization. We got to put the power of data into the hands of everyone, not just data scientists, yes we need those data scientists to help us build AI models to really drive and tackle these tough old, tougher challenges and business problems that we may have in our environments. But everybody in the company both on the IT side, both on the business side, really need to understand of how do we become a data insights driven enterprise, put the power of the data into everyone's hands so that we can accelerate capabilities, right? And leverage that data to ultimately drive better business results. So as a leader, as a technology leader, part of our responsibility, our leadership is to help our companies do that. And that's really one of the exciting things that I'm doing in my role now at Blue Shield of California. >> Yeah its really, really exciting time. I want to shift gears a little bit and focus on women in Tech. So I think in the past five to ten years there has been a lot of headway in this space but the truth is women are still under represented in the tech space. So what can we do to attract more women into technology quite honestly. So Nishita curious what your thoughts are on that? >> Great question and I am so passionate about this for a lot of reasons, not the least of which is I have two daughters of my own and I know how important it is for women and young girls to actually start early in their love for technology and data and all things digital, right? So I think it's one very important to start early started early education, building confidence of young girls that they can do this, showing them role models. We at Deloitte just partnered with LV Engineer to actually make comic books centered around young girls and boys in the early elementary age to talk about how heroes in tech solve everyday problems. And so really helping to get people's minds around tech is not just in the back office coding on a computer, tech is about solving problems together that help us as citizens, as customers, right? And as humanity, so I think that's important. I also think we have to expand that definition of tech, as we just said it's not just about right, database design, It's not just about Java and Python coding, it's about design, it's about the human machine interfaces, it's about how do you use it to solve real problems and getting people to think in that kind of mindset makes it more attractive and exciting. And lastly, I'd say look we have a absolute imperative to get a diverse population of people, not just women, but minorities, those with other types of backgrounds, disabilities, et cetera involved because this data is being used to drive decision making in all involved, right, and how that data makes decisions, it can lead to unnatural biases that no one intended but can happen just 'cause we haven't involved a diverse enough group of people around it. >> Absolutely, lisa curious about your thoughts on this. >> I agree with everything Nishita said, I've been passionate about this area, I think it starts with first we need more role models, we need more role models as women in these leadership roles throughout various sectors. And it really is it starts with us and helping to pull other women forward. So I think certainly it's part of my responsibility, I think all of us as female executives that if you have a seat at the table to leverage that seat at the table to drive change, to bring more women forward more diversity forward into the boardroom and into our executive suites. I also want to touch on a point Nishita made about women we're the largest consumer group in the company yet we're consumers but we're not builders. This is why it's so important that we start changing that perception of what tech is and I agree that it starts with our young girls, we know the data shows that we lose our like young girls by middle school, very heavy peer pressure, it's not so cool to be smart, or do robotics, or be good at math and science, we start losing our girls in middle school. So they're not prepared when they go to high school, and they're not taking those classes in order to major in these STEM fields in college. So we have to start the pipeline early with our girls. And then I also think it's a measure of what your boards are doing, what is the executive leadership in your goals around diversity and inclusion? How do we invite more diverse population to the decision making table? So it's really a combination of efforts. One of the things that certainly is concerning to me is during this pandemic, I think we're losing one in four women in the workforce now because of all the demands that our families are having to navigate through this pandemic. The last statistic I saw in the last four months is we've lost 850,000 women in the workforce. This pipeline is critical to making that change in these leadership positions. >> Yeah its really a critical time and now we are coming to the end of this conversation I want to ask you Teresa what would be a call to action to everyone listening both men and women since its to be solved by everyone to address the gender gap in the industry? >> I'd encourage each of you to become an active sponsor. Research shows that women and minorities are less likely to be sponsored than white men. Sponsorship is a much more active form than mentorship. Sponsorship involves helping someone identify career opportunities and actively advocating for them and those roles opening your network, giving very candid feedback. And we need men to participate too, there are not enough women in tech to pull forward and sponsor the high potential women that are in our pipelines. And so we need you to be part of the solution. >> Nishita real quickly what would be your call to action to everyone? >> I'd say look around your teams, see who's on them and make deliberate decisions about diversifying those teams, as positions open up, make sure that you have a diverse set of candidates, make sure that there are women that are part to that team and make sure that you are actually hiring and putting people into positions based on potential not just experience. >> And real quickly Lisa, we'll close it out with you what would your call to action be? >> Wow, it's hard to what Nishita and what Tricia shared I think we're very powerful actions. I think it starts with us. Taking action at our own table, making sure you're driving diverse panels and hiring setting goals for the company, having your board engaged and holding us accountable and driving to those goals will help us all see a better outcome with more women at the executive table and diverse populations. >> Great advice and great action for all of us to take. Thank you all so much for spending time with me today and talking about this really important issue, I really appreciate it. Stay with us.

Published Date : Nov 9 2020

SUMMARY :

I am so excited to have three fantastic So I am just going to dive right in, and remain relative in the market today. that data to one person in the data science space? and feeding it out to your employees just going to be organic And leverage that data to ultimately So I think in the past five to ten years and boys in the early elementary age about your thoughts on this. that our families are having to navigate and sponsor the high potential women that are part to that team Wow, it's hard to what Nishita and talking about this

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Bob Evans, Cloud Wars Media | Citrix Cloud Summit 2020


 

>> Woman: From theCube studios in Palo Alto in Boston, connecting with thought leaders all around the world. This is theCube conversation. >> Hey, welcome back everybody. Jeff Frick here with theCube coming to you from our Palo Alto studios to have a Cube conversation with a real leader in the industry he's been publishing for a long, long time. I've been following him in social media. First time I've ever get the met in person and kind of a virtual COVID 20, 20 way. And we're excited to welcome into the studio. Bob Evans. He's a founder and principal analyst, the Cloud Wars Media coming to us. Bob where are you coming to us from today? >> In Pittsburgh today. Jeff. Good to see you. >> Awesome. Pittsburgh Pennsylvania. There's a lot of Fricks in Pittsburgh Pennsylvania cause Henry Clay was there many moons ago so that's a good town. So welcome. >> Thank you, Jeff. Thanks. Great to be here. And I look forward to our conversation. >> Absolutely. So let's, let's jump into it. So I know you attended today, the Citrix Cloud Summit you know, we've covered Citrix energy in the past this year, they decided to go we'll obviously virtual like everybody did but they, you know, they did something a little creative I think as, and they broke it into pieces, which, which I think is the way of the future. There's no reason to necessarily aggregate all of your news, all of your customer stuff, all your customer appreciation, the party the partners, all for three days in Vegas. Cause that's the only time you could get the Science Convention Center. So today was the Cloud Summit all day long. First off, just, you know, your general impressions of the event, >> Jeff, you know, I just thought that the guys had hit a really good note about what's going on in the outside world. You know, sometimes I think it's a little awkward when tech companies come in and the first thing they want to talk about is themselves, which I guess in some ways fine but I think the Citrix guys did a really good job at coming outside in here's what's going on in the outside world. Here's how we as a technology player trying to adapt to that and deliver the maximum value to our customers in this time of unprecedented change. So I thought they really nailed that with cloud and some of the other big topics that they laid out >> Great. And you've been covering cloud for a long time and, and you know, COVID is, we're still in it. There's a lot of really bad things that are happening. There's hundreds of thousands of people that are dying and a lot of businesses are getting crushed especially hospitality, travel you know, anything that relies on an aggregation of people. Conversely though we're, we're fortunate to be in the IT industry and in the information industry. And for a lot of industries, it's actually been kind of an accelerant. And one of the main accelerants is this, you know kind of digital transformation and new way to work. And some of these things that were initiatives in play but on March 15th, approximately it was go, right? It was Light switch no more planning, no more talking, it's here now. Ready, set, go. And it's in, you know, Citrix is in a pretty good position in terms of the products that they offer, the services that they offer, the customer base that they have to take advantage of that opportunity and, and you know, go to this, we've all seen the social media memes right? Who's driving your digital transformation the CEO, the CIO, or COVID. And we all know what the answer to the question is. They're pretty well positioned and it seems like, you know, they're doing a good job kind of doubling down on the opportunity. >> Jeff. Yeah. And I'd sure echo your, your initial point there about the nightmare that everybody's experienced over the last six or seven months. There's, there's no way around that yet. It has forced in these categories like, you know, that we've all heard hundreds of thousand time digital transformation to the point where the term almost becomes a cliche but in fact right? You know, it has become something that's really you know, one of the driving forces, touching everybody in the planet, right? There's, and I think digital transformation. Isn't so much about the technology, of course but it's because, you know, there's a couple billion people around the world who want to live digitally enhanced digitally driven lifestyles. And the pandemic only accelerated that as you said. So it triggered things you know, in our personal lives and our new set of requirements and expectations sort of rippled up to the B2C companies and from them back up to the B2B companies So every company on earth, every industry has had to do this. And like you said, if they were, deluding themselves maybe telling themselves these different companies that yeah, we're going fast, we're aggressive. Well, when this thing hit earlier this year as you said, they just had to really slam their foot down. I think that David Henshall from Citrix said that they had some companies that had, they were compressing three years into five months or he said in some cases even weeks. So it's really been extraordinary. And cloud has been the vehicle for these companies to get over into their digital future. >> Right. And let's talk about that for a minute because you know, Moore's law is my favorite law that nobody knows which was, you know, we tend to underestimate, excuse me we tend to overestimate the impact of technology in the short term of specific technology and underestimate the longterm impact. You know, Gardener kind of uses a similar thing with the hype cycle. And then you know, the thing goes at the end, you know, had COVID hit five years ago, 10 years ago, 15 years ago you know, the ease in which the information workers were able to basically just not show up and turn on their computer at home and have access to most of their tools and most of the security and most of their applications that wasn't even possible. So it's a really interesting, you know, just validation on the enabler that we are actually able to not go to work on Tuesday the 16th or whatever the day was. And for the most part, you know, get most of our work done. >> Yeah. Yeah. Jeff, you know, I've thought about it a lot over the last several months. Remember the big consultant companies used to try to do these measures of technology and they'd always come out and say, well, we've done all these studies. And despite the billions of dollars of investment we can't show that IT has actually boosted productivity or, you know, delivered an ROI that customers should be happy with. I was always puzzled by some of the things that went into those. But I would say that today over these last six or seven months to your point, we have seen extraordinary validation of these investments in technology broadly. But specifically I think some of these things that are happening with the cloud, you know, as you've said how fast some companies have been able to do this and then not remarkable thing, Jeff right. About human nature. And we hear a lot about in, in when companies change that relative to changing human behavior changing technology is somewhat easy but you try to change human behavior and it's wicked. Well, we had this highly motivating force behind it, of the pandemic. So you had a desire on the part of people to change. And as you pointed out, there's also this corresponding thing of, you know, the technology was here. It was right. You've got a fast number of companies delivering some extraordinary solutions. And, you know, I thought it was interesting. I think it was a Kirsten Kliphouse from Google cloud. One of Citrix's partners who said that we're two best of breed companies, Citrix and Google cloud. So I thought that, that coming from Google you know, that is very high praise. So again, I think the guys at Citrix are sort of coming into this at the right time with the right set of outside in-approaches and having that flexibility to say that we're moving into territory nobody's ever been both been in before. So we better be able to move as fast as possible. >> Right. Right. And, and just to keep going down the quote line, you know once everyone is taken care of and you, you deal with the health and safety of your people which is a number one, right? The other thing is the great Winston Churchill quote which has never let a good crisis go to waste. And I think you know, David talked about in that, in his keynote that this is an opportunity, He said to challenge assumptions, challenge the models of the past. So, you know get beyond the technology discussion and use this really as a catalyst to rethink the way that you do things. And, you know, I think it's a really interesting moment because there is no model right? There is no, there is no formula for how do you reopen, there was no playbook for how do you shut down? You know, it was, everybody's figuring it out. And you've got kind of all these concurrent processes happening at the same time as everyone tries to figure it out and come to solutions. But clearly, you know, the path to, to leverage as much as you can, is the cloud and the flexibility of the cloud and, you know the ability to, to expand, add more applications. And so, you know, Citrix again, right place, right time right. Solution, but also you know, taking an aggressive tact to take advantage of this opportunity, both in taking care of their customers, but really it's a real great opportunity for them to change a little bit. >> It is. And Jeff, you know, I think if I could just piggyback on you know, your, your guy there Winston Churchill, one of his other quotes, I love it too. And he said, if find yourself crawling through hell, keep going. And I think so many companies have really had to do that now. It's, it's not ideal. It's not maybe the way they plan it but this is the reality we're facing here in 2020 and a couple of things right? I think it requires a new type of leadership within the customer companies right? What, how the CEO gets engaged in saying, I, I'm not going to relegate this to the CIO for this to happen and something else to the CMO. They've got to be front and center on this because people are pretty smart. And then the heightened sensitivity that everybody in every business has around the world today if you think your CEO is just paying lip service to this stuff about digital transformation and all these changes that everybody's going to make, the people aren't going to buy into it. So you've got the leadership thing happening on the one side and into that it's not a vacuum, but into that void or that opportunity of this unprecedented space that you mentioned come the smart, capable forward-looking technology companies that are less concerned with the stuff that they've dragged along with them for years or decade or more. But instead of trying to say, what is the new stuff that people are going to be desperately in need of and how can I help these customers do things that they never did before? It's going to require me as a tech company to do stuff that I've never done before. So I, I've just been really inspired by seeing a lot of the tech companies doing what they are helping their customers to do which is take a product development cycle, look at all the new stuff that came out around COVID and back to work, workspaces. And so on what Citrix, you know others are doing like this, the product development cycles Jeff, you study this stuff closely. It's, it's almost unimaginable. If you had said that somebody within three months within two months, we're going to have a new suite of product available we would have said it just, it's not possible the nice idea but it can't work, but that's happening now, right? >> Yeah. Isn't it interesting that had you asked them on March 10th, they would have told you it's not possible. And by March 20th, they were doing it. >> Yeah. >> At scale, huge companies. And to your point, I think that the good news is they had kind of their own companies to eat their own dog food and get their own employees you know, working from home and then, you know, bake that into the way that they had their go to market. But let's talk a little bit more specifically about work from home or work from anywhere or the new way to work. And it's funny cause that's been bantered about for, for way too long, but now, now it's here. And most indications are that for many people, many companies are saying you're not going to go back for a while. And even when you do go back it's going to be a lot different. So, you know, the new way to work is really important. And there's so much that goes into that. And one of the big pieces that I'm encouraged to hear is how do you measure work? And, you know, there's a great line I heard where, you know work is an output. It's not a place to go. And, you know, I had Martin Michaelson early on in this thing, and he had the great line, you know it's so easy to fake it at work, you know, just look busy and walk around and go to all the meetings where with a work from home or work from anywhere. What the leadership needs to do is, is a couple of things. One, is measure output right? Not activity. And you know, it's great. People can have dinner with their family or go see the kid's baseball game. Or I guess they don't have a baseball games right now but, you know, measure output, not activity which is, doesn't seem to be that revolutionary. But I think it kind of is. And, and then the other thing is really be an enabler and be a, an unblocker for people in terms of a leadership role right? Get out, help get stuff out of the way. And, but unfortunately, the counter is, you know how many apps does a normal person have to interact with every day? And how many notifications do those apps fire off every day between Slack and Asana and Salesforce and, and texts and tweets and everything else. You know, I think there's a real opportunity to take a whole nother level of productivity improvement by removing these, these silly distractions automating, you know, as much of the crap away as we can to enable people to use their brains and have some quiet time and think about things and deliver much better value than this constant reaction to nonstop notifications. >> Yeah. Yeah. Jeff, you know, I loved your point there about the difference between people's outlook on March 10th versus on March 20th. And I believe that, you know, all limitations are self-imposed, right? We tend to form constructs around how we think and allow those then to shape and often restrict or confine our behavior. And here's an example of the CEO of Novartis Pharmaceutical Company. He said, we have been brought up in the pharmaceutical industry to believe that it is immutable law of physics that it's going to take 12 and a half years and two and a half billion dollars to get a new drug approved. And he said in the past with the technology and the processes and the capabilities that that was true it is not true today yet too often, the pharmaceutical industries behave like those external limitations are put in there. So flip that over to one of the customers that, that was at the Citrix Cloud Summit today Jim Noga, who's the CIO at Mass General Brigham. I thought it was remarkable what he said when you asked about how are things going with this work from home? Well, Jim Noga the CIO there said that we had been averaging before COVID 9,000 virtual visits a month. And he said since then that number has gone up to a quarter of a million virtual visits a month or it's 8,000 a day. So they're doing an a day what they used to do in a month. Like, you said it, you tell them that on March 10th, they're not going to believe it but March 20th, it started to become reality. So I think for the customers, they're going to be more drawn to companies that are willing to say, I see your need. I see how fast you want to move. I see where you need to go and do things you never did before. I'm willing to lock elbows with you, and go in on that. And the tech number is that sort of sit back and say, ah well, I'd like to help you there, but that's not what I do. They're going to get destroyed. They're going to get blown out. And I think over the next year or two, we're going to see this massive forcing function in the tech industry. That's going to separate the companies that are able to move at the pace of market and keep up with their customers versus those that are trapped by their past or by their legacy. And it is, going to be a fascinating talk. >> So I throw on a follow up to make sure I understand that number. Those are patient visits per unit time. >> Yeah. At Mass Brigham. So he said 9,000 virtual visits a month is what they're averaging before COVID. He said, now we're up to 250,000 virtual visits per month. >> Wow. >> So it's 8,000 a day. >> Wow. I mean the thing that highlights to me, Bob, and the fact that we're doing this right now, and none of us had to get on an airplane is, you know, I think when people think back or sit back and look at what does this enable? right? What does digital enable? Instead of saying instead of focusing what we can't do, like we can't go out and get a cup of coffee after this is over and we can't and that would be great and we'd have a good time but conversely, there's so many new things that you can do right? And you can reach so many more people than you could physically. And, and for like, you know, events like the one today. And, you know, we cover events all the time. So many more people can attend if they don't have the expense, of flying to Vegas and they don't have to leave the shop or, you know, whatever the limitations are. And we're seeing massive increases in registrants for virtual events, massive increase in new registrants. Who've never attended the, the events before. So I think he really brings up a good point, which is, you know, focus on what you can do and which is a whole new opportunity a whole new space, if you will, as opposed to continuing to whine about the things that we can't do because we can't do anything about those anyway >> No, and you know, that old line of a wish in one hand and spit in the other and see which one fills up first (laughs) you know, one of the other guests that that was on the Cloud Summit today Jeff, I don't know if you got to see 'em, but Steve Shute from SAP who heads up their entire 40,000 person customer success organization he said this about Citrix. "Citrix workspace is the foundation to provide secure cloud based access for this new generation of remote workers." So you get companies like SAP, and, you know, you want to talk about somebody that has earned its way into the, you know the biggest companies in the world and how they go along. You know, it's pretty powerful. They end up, your point Jeff, about how things have changed, focus on what we can do. The former CEO of SAP, Bill McDermott. He recently said, we think of phones as, you know, devices that help us be more productive. We think of computers as devices that help us be more productive. He said, now the world's going to start thinking of the office or the headquarters. It's a productivity tool. That's all it is. It's not the place that measures Hey, he was only at work, four days today. So, you know, he didn't really contribute. It's going to be a productivity tool. So we're going to look at a lot of concepts and just flip them upside down what they meant in February. Isn't going to to mean that much after this incredible change that we've all been through. >> Right. Right. Another big theme I wanted to touch base with you on it was very evident at the at the show today was multicloud right and hybrid cloud. And, you know, I used to work for Oracle in, in the day. And you know Amazon really changed the game in, in public cloud. The greatest line, one of Jeff's best lines is you know, we had seven year headstart. Nobody even was paying attention to the small book seller in Seattle and they completely changed enterprise technology. But what came across today pretty clearly right? As horses for courses, and really focusing at the application first right? The workload first and where that thing runs and how that thing runs, can be any place in that in a large organization you know, this is pick an airline or, or a big bank right? They're going to have stuff running at Oracle. They're going to have stuff running at AWS. They're going to have stuff running on Google. They're going to to have stuff running in Azure. They're going to have stuff running in their data center. IBM cloud, Ali Baba. I mean there's restrictions for location and, and data sovereigncy and all these things that are driving it. And really, you know, kind of drives this concept where the concept of cloud is kind of simple but the actual execution day to day at the enterprise level and managing and keeping track of this stuff, it is definitely a multicloud hybrid cloud. Pick your, pick your, your adjective but it's definitely not a single cloud world. That's for sure. >> Yeah. Yeah. And Jeff, you know, the Citrix customer that I mentioned earlier, Jim Noga is that the CIO at mass General Brigham, one of the other points he made about this was he said he's been very pleased about some of the contributions that cloud has made in, in, in his hospital organizations, you know transformation, what they've been able today and all the new things that they're capable of doing now that they were not people poor. But he said, you know, cloud is a tool. He said, it's not Nirvana. It's not a place for everything. He said, we have some on-premises systems. He said, they're more valuable now than they were a couple of years ago. And then we've got edge devices and we have something else over here. He said, so I think his point was it's important to put the proper value on cloud for all the things it can do for a specific organization, but not the thing that it's a panacea for everything though, big fan, but also a realist about it. >> Great. >> And so from that to the hybrid stuff and multicloud and I know all the big tech vendors would love it and say Oh no, it's not a multicloud, but just be my cloud. Just, just use my stuff. Everything will be easy, but that's not true. So I think Citrix position itself really well big emphasis on security, big emphasis on the experience that employees need to have. It isn't just sort of like a road war you loose five or seven years ago, as long as he, or she can connect through email and, you know, sending a sales data back and forth, they're all set. Now. It's very different. You've got people sitting in a wildly different environments for, you know, six, eight, 10 hours a day and chunk of an hour or two or three here or there. But that, that seamless experience always dependable, always reliable is just, you know, it can't be compromised. And I just thought you have one you know, high level thought about what happened. It was impressive for me to see that Citrix certainly a fine company put it. It's not one of the biggest tech companies in the world but look at the companies we have, the Microsoft, SAP talking about Google Cloud, AWS, you know, up and down the line. So I just thought it was really impressive how they showed their might as sort of a part of a network effect that is undeniable right now. >> Right. Right. And I think it's driven, you know, we hear over and over right? I mean, co-opertition is a very Silicon Valley thing. And ultimately it's about customer choice and the customer's going to choose you know, kind of by workload, even if you will or by budget as to what they're going to do where so you have to be able to operate in that world or you're going to be you're going to get, you're going to get left out unless you're just super dominant and it's a single application and they built it on you and that's it. But that's not realistic. I want to shift gears a little bit Bob, since I'm so happy to be talking to you on another topic, that's, that's a big mega trend and we're slowly seeing more and more applications. That's machine learning and artificial intelligence and you know, and, and the generic conversations about these remind me of the old big data conversations. It's like okay. So what you know, who cares? It doesn't really matter until you apply it. And with all these new applications and even just around the work from home that we discussed earlier, you know, there's so many opportunities to apply machine learning and AI, to very specific functions and tasks to, again, help people prioritize what they're going to do help people not have to deal with the crap that they shouldn't have to do. And really, you know at a whole another level of, of productivity really, based on a smarter way to help them figure out what am I going to do in my next, my next marginal minute? You know, cause ultimately that's the decision that people make when they're sitting down getting work, done it, how do they do the best work? And I think the AI and machine learning opportunities are gargantuan. >> Jeff. The point you made a few minutes ago about, you know, we tend to overestimate the impact of a new technology in the short term and underestimate it, what it'll be overtime well, we've been doing that with AI for the last 40 years but this is going to be sort of the golden age of it. And one of the reasons why I have been so bullish on cloud is it presents like the perfect delivery system for it. This is we see in medicine, there's sometimes breakthroughs at the laboratory level where they've got the new breakthrough medication but they don't have the bullet. They don't have the delivery system to get it in there, cloud's going to be an accelerator for that. And it gives the tech companies, which and this is going to be very good for customers, every big tech company. Now as a data company, every company says, it's an analytics. Everybody says I'm into AI. Every company says I'm into ML. And in a way that's real good for customers cause the competitive level is going to soar. It's going to bring more choice. As you said, the more customers more types of solutions, more sorts of innovation. And it's also going to be incumbent on those tech vendors. You've got to make it as easy as possible, as fast as possible for these customers to get the benefit of it. I think it was Thomas Kurian, the CEO of Google cloud said, Hey, you know, if, if a shoe company or a retailer or a bank had fantastic expertise in data science, they could go out and hire 200 data scientists do this all themselves. He said, but that's not what they do. And they don't want to do that. >> Right. >> So he said, come to the companies who can do it. And I think that we will see changes in how business works driven by ML and AI, unlike anything that we've ever seen. >> Yeah. >> And that's going to happen over the next 12, 18 months. >> Yeah. Baked into everything. Well, Bob, I really am excited that we finally got to catch up in, in person COVID style. Like I said, I've been following you for a long time. So I just gave you the last word before we sign off. You know, you've been in this business for a long time. You've seen lots and lots of waves. You know, this is just another wave with this, with this, you know, gasoline thrown on the fire with, with COVID in terms of the rate of change. And the, you know there's no more talking, the time to move is now, share kind of your perspective as to kind of where we are. And, you know, we're, we're not that far from flipping the calendar to 2021, which is a good thing you know, as you, as you look forward a little bit you know, what's in your mind, what's getting you excited. What's getting you up in the morning. >> Yeah. Jeff, I guess it comes down to this thing of, we, I think here late in 2020, everybody's got a reason to be pretty proud of what we have done, not only in the last six months but over the last several years, if you look at the improvements that have been made in health care and making it available to more people, in education the things that teenagers or young teenagers or even pre-teenagers can do now to learn and explore the world and communicate with people from all over the globe, there's a lot of great things going on, but I think we're going to look back on this point and say, this was, this was a pivot point here in mid and late 2020, when we stopped letting in some ways, as you described it earlier worrying so much about the things we can't do. And instead put more time into what we can do, what breakthroughs can we make. And I think these things we've talked about with AI and ML are going to be a big part of that, the computer industry or the tech industry, maturing and understanding they're not in charge. It's the customers who are in charge here. And the tech companies have to reorient themselves and reimagine themselves to meet the demands of this new fast changing world. And so I think those are some of the mega trends and more and more Jeff, I think these tech companies are going to say that the customers are demanding that the tech companies give them the gift of speed, give them the gift of engaging with customers in new ways, give them the gift of seeing the world as other people see it rather than just through the narrow lens of, you know sometimes the tech bubble that can percolate somewhere out sometimes out in the Palo Alto area. So I, I'm incredibly optimistic about what the future is going to bring. >> Well, Thank you. Thanks for Bob for sharing your insight. You can follow Bob on Twitter. He's got podcasts, he's very prolific writer and again, really, really a great to meet you in person. And thanks for sharing your thoughts >> Jeff, thanks so much. You guys do a fantastic job and it's been a pleasure to be with you. >> Thank you. Allright. He's Bob Evans. I'm Jeff Frick. You're watching theCube from our Palo Alto studios. Thanks for watching. We'll see you next time. (soft music)

Published Date : Oct 12 2020

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leaders all around the world. the Cloud Wars Media coming to us. In Pittsburgh today. There's a lot of Fricks And I look forward to our conversation. Cause that's the only time you could get Jeff, you know, I just thought And it's in, you know, Citrix but it's because, you know, And for the most part, you with the cloud, you know, as you've said to rethink the way that you do things. And Jeff, you know, I think that had you asked them and he had the great line, you know and do things you never did before. to make sure I understand that number. So he said 9,000 virtual visits a month And, and for like, you know, No, and you know, that old but the actual execution day to day But he said, you know, cloud is a tool. And so from that to the and the customer's going to choose and this is going to be So he said, come to the And that's going to happen the time to move is now, the narrow lens of, you know great to meet you in person. and it's been a pleasure to be with you. We'll see you next time.

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Around theCUBE, Unpacking AI Panel | CUBEConversation, October 2019


 

(upbeat music) >> From our studios, in the heart of Silicon Valley, Palo Alto, California, this is a CUBE Conversation. >> Hello everyone, welcome to theCUBE studio here in Palo Alto. I'm John Furrier your host of theCUBE. We're here introducing a new format for CUBE panel discussions, it's called Around theCUBE and we have a special segment here called Get Smart: Unpacking AI with some great with some great guests in the industry. Gene Santos, Professor of Engineering in College of Engineering Dartmouth College. Bob Friday, Vice President CTO at Mist at Juniper Company. And Ed Henry, Senior Scientist and Distinguished Member of the Technical Staff for Machine Learning at Dell EMC. Guys this is a format, we're going to keep score and we're going to throw out some interesting conversations around Unpacking AI. Thanks for joining us here, appreciate your time. >> Yeah, glad to be here. >> Okay, first question, as we all know AI is on the rise, we're seeing AI everywhere. You can't go to a show or see marketing literature from any company, whether it's consumer or tech company around, they all have AI, AI something. So AI is on the rise. The question is, is it real AI, is AI relevant from a reality standpoint, what really is going on with AI, Gene, is AI real? >> I think a good chunk of AI is real there. It depends on what you apply it to. If it's making some sort of decisions for you, that is AI that's blowing into play. But there's also a lot of AI left out there potentially is just simply a script. So, you know, one of the challenges that you'll always have is that, if it were scripted, is it scripted because, somebody's already developed the AI and now just pulled out all the answers and just using the answers straight? Or is it active learning and changing on its own? I would tend to say that anything that's learning and changing on its own, that's where you're having the evolving AI and that's where you get the most power from. >> Bob what's your take on this, AI real? >> Yeah, if you look at Google, What you see is AI really became real in 2014. That's when the AI and ML really became a thing in the industry and when you look why did it become a thing in 2014? It's really back when we actually saw TensorFlow, open source technology really become available. It's all that Amazon Compute story. You know, you look what we're doing here at Mist, I really don't have to worry about compute storage, except for the Amazon bill I get every month now. So I think you're really seeing AI become real, because of some key turning points in the industry. >> Ed, your take, AI real? >> Yeah, so it depends on what lens you want to kind of look at it through. The notion of intelligence is something that's kind of ill defined and depending how how you want to interpret that will kind of guide whether or not you think it's real. I tend to all things AI if it has a notion of agency. So if it can navigate its problem space without human intervention. So, really it depends on, again, what lens you kind of want to look at it through? It's a set of moving goalposts, right? If you take your smartphone back to Turing When he was coming up with the Turing test and asked them if this intelligent, or some value intelligent device was AI, would that be AI, to him probably back then. So really it depends on how you kind of want to look at it. >> Is AI the same as it was in 1988? Or has it changed, what's the change point with AI because some are saying, AI's been around for a while but there's more AI now than ever before, Ed we'll start with you, what's different with AI now versus say in the late 80s, early 90s? >> See what's funny is some of the methods that we're using aren't different, I think the big push that happened in the last decade or so has been the ability to store as much data as we can along with the ability to have as much compute readily disposable as we have today. Some of the methodologies I mean there was a great Wired article that was published and somebody referenced called, method called Eigenvector Decomposition they said it was from quantum mechanic, that came out in 1888 right? So it really a lot of the methodologies that we're using aren't much different, it's the amount of data that we have available to us that represents reality and the amount of compute that we have. >> Bob. >> Yeah so for me back in the 80s when I did my masters I actually did a masters on neural networks so yeah it's been around for a while but when I started Mist what really changed was a couple things. One is this modern cloud stack right so if you're going to have to build an AI solution really have to have all the pieces ingest tons of data and process it in real time so that is one big thing that's changed that we didn't have 20 years ago. The other big thing is we had access to all this open source TensorFlow stuff right now. People like Google and Facebook have made it so easy for the average person to actually do an AI project right? You know anyone here, anyone in the audience here could actually train a machine learning model over the weekend right now, you just have to go to Google, you have to find kind of the, you know they have the data sets you want to basically build a model to recognize letters and numbers, those data sets are on the internet right now and you personally yourself could go become a data scientist over the weekend. >> Gene, your take. >> Yeah I think also on top of that because of all that availability on the open software anybody can come in and start playing with AI, it's also building a really large experience base of what works and what doesn't work and because they have that now you can actually better define the problem you're shooting for and when you do that you increase you know what's going to work, what's not going to work and people can also tell you that on the part that's not going to work, how's it going to expand but I think overall though this comes back to the question of when people ask what is AI, and a lot of that is just being focused on machine learning and if it's just machine learning that's kind of a little limited use in terms of what you're classifying or not. Back in the early 80s AI back then is really what people are trying to call artificial general intelligence nowadays but it's that all encompassing piece. All the things that you know us humans can do, us humans can reason about, all the decision sequences that we make and so you know that's the part that we haven't quite gotten to but there is all the things that's why the applications that the AI with machine learning classification has gotten us this far. >> Okay machine learning is certainly relevant, it's been one of the most hottest, the hottest topic I think in computer science and with AI becoming much more democratized you guys mentioned TensorFlow, a variety of other open source initiatives been a great wave of innovation and again motivation, younger generations is easier to code now than ever before but machine learning seems to be at the heart of AI and there's really two schools of thought in the machine learning world, is it just math or is there more of a cognition learning machine kind of a thing going on? This has been a big debate in the industry, I want to get your guys' take on this, Gene is machine learning just math and running algorithms or is there more to it like cognition, where do you guys fall on this, what's real? >> If I look at the applications and look what people are using it for it's mostly just algorithms it's mostly that you know you've managed to do the pattern recognition, you've managed to compute out the things and find something interesting from it but then on the other side of it the folks working in say neurosciences, the first people working in cogno-sciences. You know I have the interest in that when we look at that, that machine learning does it correspond to what we're doing as human beings, now because the reason I fall more on the algorithm side is that a lot of those algorithms they don't match what we're often thinking so if they're not matching that it's like okay something else is coming up but then what do we do with it, you know you can get an answer and work from it but then if we want to build true human intelligence how does that all stack together to get to the human intelligence and I think that's the challenge at this point. >> Bob, machine learning, math, cognition is there more to do there, what's your take? >> Yeah I think right now you look at machine learning, machine learning are the algorithms we use, I mean I think the big thing that happened to machine learning is the neural network and deep learning, that was kind of a mild stepping stone where we got through and actually building kind of these AI behavior things. You know when you look what's really happening out there you look at the self driving car, what we don't realize is like it's kind of scary right now, you go to Vegas you can actually get on a driving bus now, you know so this AI machine learning stuff is starting to happen right before our eyes, you know when you go to the health care now and you get your diagnosis for cancer right, we're starting to see AI in image recognition really start to change how we get our diagnosis. And that's really starting to affect people's lives. So those are cases where we're starting to see this AI machine learning stuff is starting to make a difference. When we think about the AI singularity discussion right when are we finally going to build something that really has human behavior. I mean right now we're building AI that can actually play Jeopardy right, and that was kind of one of the inspirations for my company Mist was hey, if they can build something to play Jeopardy we should be able to build something answer questions on par with network domain experts. So I think we're seeing people build solutions now that do a lot of behaviors that mimic humans. I do think we're probably on the path to building something that is truly going to be on par with human thinking right, you know whether it's 50 years or a thousand years I think it's inevitable on how man is progressing right now if you look at the technologically exponential growth we're seeing in human evolution. >> Well we're going to get to that in the next question so you're jumping ahead, hold that thought. Ed, machine learning just math, pattern recognition or is there more cognition there to be had? Where do fall in this? >> Right now it's, I mean it's all math, so we collect something some data set about the world and then we use algorithms and some representation of mathematics to find some pattern, which is new and interesting, don't get me wrong, when you say cognition though we have to understand that we have a fundamentally flawed perspective on how maybe the one guiding light that we have on what intelligence could be would be ourselves right. Computers don't work like brains, brains are what we determine embody our intelligence right, computers, our brains don't have a clock, there's no state that's actually between different clock cycles that light up in the brain so when you start using words like cognition we end up trying to measure ourselves or use ourselves as a ruler and most of the methodologies that we have today don't necessarily head down that path. So yeah that's kind of how I view it. >> Yeah I mean stateless those are API kind of mindsets, you can't run Kubernetes in the brain. Maybe we will in the future, stateful applications are always harder than stateless as we all know but again when I'm sleeping, I'm still dreaming. So cognition in the question of human replacement. This has been a huge conversation. This is one, the singularity conversation you know the fear of most average people and then some technical people as well on the job front, will AI replace my job will it take over the world is there going to be a Skynet Terminator moment? This is a big conversation point because it just teases out what could be and tech for good tech for bad. Some say tech is neutral but it can be shaped. So the question is will AI replace humans and where does that line come from. We'll start with Ed on this one. What do you see this singularity discussion where humans are going to be replaced with AI? >> So replace is an interesting term, so there I mean we look at the last kind of Industrial Revolution that happened and people I think are most worried about the potential of job loss and when you look at what happened during the Industrial Revolution this concept of creative destruction kind of came about and the idea is that yes technology has taken some jobs out of the market in some way shape or form but more jobs were created because of that technology, that's kind of our one again lighthouse that we have with respect to measuring that singularity in and of itself. Again the ill defined definition, or the ill defined notion of intelligence that we have today, I mean when you go back and you read some of the early papers from psychologists from the early 1900s the experiment specifically who came up with this idea of intelligence he uses the term general intelligence as kind of the first time that all of civilization has tried to assign a definition to what is intelligent right? And it's only been roughly 100 years or so or maybe a little longer since we have had this understanding that's been normalized at least within western culture of what this notion of intelligence is so singularity this idea of the singularity is interesting because we just don't understand enough about the one measure ruler or yardstick that we have that we consider intelligence ourselves to be able to go and then embed that inside of a thing. >> Gene what's your thoughts on this, reasoning is a big part of your research you're doing a lot of research around intent and contextual, all these cool behavioral things you know this is where machines are there to augment or replace, this is the conversation, your view on this? >> I think one of the things with this is that that's where the downs still lie, if we have bad intentions, if we can actually start communicating then we can start getting the general intelligence yeah I mean sort of like what Ed was referring to how people have been trying to define this but I think one of the problems that comes up is that computers and stuff like that don't really capture that at this time, the intentions that they have are still at a low level, but if we start tying it to you know the question of the terminator moment to the singularity, one of the things is that autonomy, you know how much autonomy that we give to the algorithm, how much does the algorithm have access to? Now there could be you know just to be on an extreme there could be a disaster situation where you know we weren't very careful and we provided an API that gives full autonomy to whatever AI we have to run it and so you can start seeing elements of Skynet that can come from that but I also tend to come to analysis that hey even with APIs, while it's not AI, APIs a lot of that also we have the intentions of what you're going to give us to control. Then you have the AI itself where if you've defined the intentions of what it is supposed to do then you can avoid that terminator moment in terms of that's more of an act. So I'm seeing it at this point. And so overall singularity I still think we're a ways off and you know when people worry about job loss probably the closest thing that I think that can match that in recent history is the whole thing on automation, I grew up at the time in Ohio when the steel industry was collapsing and that was a trade off between automation and what the current jobs are and if you have something like that okay that's one thing that we go forward dealing with and I think that this is something that state governments, our national government something we should be considering. If you're going to have that job loss you know what better study, what better form can you do from that and I've heard different proposals from different people like, well if we need to retrain people where do you get the resources from it could be something even like AI job pack. And so there's a lot of things to discuss, we're not there yet but I do believe the lower, repetitive jobs out there, I should say the things where we can easily define, those can be replaceable but that's still close to the automation side. >> Yeah and there's a lot of opportunities there. Bob, you mentioned in the last segment the singularity, cognition learning machines, you mentioned deep learning, as the machines learn this needs more data, data informs. If it's biased data or real data how do you become cognitive, how do you become human if you don't have the data or the algorithms? The data's the-- >> I mean and I think that's one of the big ethical debates going on right now right you know are we basically going to basically take our human biases and train them into our next generation of AI devices right. But I think from my point of view I think it's inevitable that we will build something as complex as the brain eventually, don't know if it's 50 years or 500 years from now but if you look at kind of the evolution of man where we've been over the last hundred thousand years or so, you kind of see this exponential rise in technology right from, you know for thousands of years our technology was relatively flat. So in the last 200 years where we've seen this exponential growth in technology that's taking off and you know what's amazing is when you look at quantum computing what's scary is, I always thought of quantum computing as being a research lab thing but when you start to see VC's and investing in quantum computing startups you know we're going from university research discussions to I guess we're starting to commercialize quantum computing, you know when you look at the complexity of what a brain does it's inevitable that we will build something that has basic complexity of a neuron and I think you know if you look how people neural science looks at the brain, we really don't understand how it encodes, but it's clear that it does encode memories which is very similar to what we're doing right now with our AI machine right? We're building things that takes data and memories and encodes in some certain way. So yeah I'm convinced that we will start to see more AI cognizance and it starts to really happen as we start with the next hundred years going forward. >> Guys, this has been a great conversation, AI is real based upon this around theCUBE conversation. Look at I mean you've seen the evidence there you guys pointed it out and I think cloud computing has been a real accelerant with the combination of machine learning and open source so you guys have illustrated and so that brings up kind of the final question I'd love to get each of you's thought on this because Bob just brought up quantum computing which as the race to quantum supremacy goes on around the world this becomes maybe that next step function, kind of what cloud computing did for revitalizing or creating a renaissance in AI. What does quantum do? So that begs the question, five ten years out if machine learning is the beginning of it and it starts to solve some of these problems as quantum comes in, more compute, unlimited resource applied with software, where does that go, five ten years? We'll go start with Gene, Bob, then Ed. Let's wrap this up. >> Yeah I think if quantum becomes a reality that you know when you have the exponential growth this is going to be exponential and exponential. Quantum is going to address a lot of the harder AI problems that were from complexity you know when you talk about this regular search regular approaches of looking up stuff quantum is the one that allows you now to potentially take something that was exponential and make it quantum. And so that's going to be a big driver. That'll be a big enabler where you know a lot of the problems I look at trying to do intentions is that I have an exponential number of intentions that might be possible if I'm going to choose it as an explanation. But, quantum will allow me to narrow it down to one if that technology can work out and of course the real challenge if I can rephrase it into say a quantum program while doing it. But that's I think the advance is just beyond the step function. >> Beyond a step function you see. Okay Bob your take on this 'cause you brought it up, quantum step function revolution what's your view on this? >> I mean your quantum computing changes the whole paradigm right because it kind of goes from a paradigm of what we know, this binary if this then that type of computing. So I think quantum computing is more than just a step function, I think it's going to take a whole paradigm shift of you know and it's going to be another decade or two before we actually get all the tools we need to actually start leveraging quantum computing but I think that is going to be one of those step functions that basically takes our AI efforts into a whole different realm right? Let us solve another whole set of classic problems and that's why they're doing it right now because it starts to let you be able to crack all the encryption codes right? You know where you have millions of billions of choices and you have to basically find that one needle in the haystack so quantum computing's going to basically open that piece of the puzzle up and when you look at these AI solutions it's really a collection of different things going underneath the hood. It's not this one algorithm that you're doing and trying to mimic human behavior, so quantum computing's going to be yet one more tool in the AI toolbox that's going to move the whole industry forward. >> Ed, you're up, quantum. >> Cool, yeah so I think it'll, like Gene and Bob had alluded to fundamentally change the way we approach these problems and the reason is combinatorial problems that everybody's talking about so if I want to evaluate the state space of anything using modern binary based computers we have to kind of iteratively make that search over that search space where quantum computing allows you to kind of evaluate the entire search space at once. When you talk about games like AlphaGo, you talk about having more moves on a blank 19 by 19 AlphaGo board than you have if you put 1,000 universes on every proton of our universe. So the state space is absolutely massive so searching that is impossible. Using today's binary based computers but quantum computing allows you to evaluate kind of search spaces like that in one big chunk to really simplify the aspect but I think it will kind of change how we approach these problems to Bob and Gene's point with respect to how we approach, the technology once we crack that quantum nut I don't think will look anything like what we have today. >> Okay thank you guys, looks like we have a winner. Bob you're up by one point, we had a tie for second but Ed and Gene of course I'm the arbiter but I've decided Bob you nailed this one so since you're the winner, Gene you guys did a great job coming in second place, Ed good job, Bob you get the last word. Unpacking AI, what's the summary from your perspective as the winner of Around theCUBE. >> Yeah no I think you know from a societal point of view I think AI's going to be on par with kind of the internet. It's going to be one of these next big technology things. I think it'll start to impact our lives and people when you look around it it's kind of sneaking up on us, whether it's the self driving car the healthcare cancer, the self driving bus, so I think it's here, I think we're just at the beginnings of it. I think it's going to be one of these technologies that's going to basically impact our whole lives or our next one or two decades. Next 10, 20 years is just going to be exponentially growing everywhere in all our segments. >> Thanks so much for playing guys really appreciate it we have an inventor entrepreneur, Gene doing great research at Dartmouth check him out, Gene Santos at Dartmouth Computer Science. And Ed, technical genius at Dell, figuring out how to make those machines smarter and with the software abstractions growing you guys are doing some good work over there as well. Gentlemen thank you for joining us on this inaugural Around theCUBE unpacking AI Get Smart series, thanks for joining us. >> Thank you. >> Thank you. >> Okay, that's a wrap everyone this is theCUBE in Palo Alto, I'm John Furrier thanks for watching. (upbeat funk music)

Published Date : Oct 23 2019

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Brian Shield, Boston Red Sox | Acronis Global Cyber Summit 2019


 

>> Announcer: From Miami Beach, Florida, it's The Cube, covering Acronis Global Cyber Summit 2019. Brought to you by Acronis. >> Welcome back everyone. We are here with The Cube coverage for two days. We're wrapping up, getting down on day one in the books for the Acronis Global Cyber Summit 2019. I'm John Furrier, your host of The Cube. We are in Miami Beach, the Fontainebleau Hotel. I'm personally excited for this next guest because I'm a huge Red Sox fan, even though I got moved out to California. Giants is in a different area. National League is different than American League, still my heart with the Red Sox. And we're here with an industry veteran, seasoned professional in IT and data, Brian Shield. Boston Red Sox Vice President of Technology and IT. Welcome to The Cube, thanks for joining us. >> Thank you. It's great to be here. >> John: So congratulations on the rings. Since I moved out of town, Red sox win their World Series, break the curse of the Bambino. >> Hey we appreciate that. Thank you. >> My family doesn't want me back. You got to show >> Yeah, maybe I'll put this one up for the, maybe someone can zoom in on this. Which camera is the good one? This one here? So, there ya go. So, World Series champs for at least for another week. (laughter) >> Bummer about this year. Pitching just couldn't get it done. But, good team. >> Happens. >> Again, things move on, but you know. New regime, new GM going to come on board. >> Yup. >> So, but in general, Red Sox, storied franchise. Love it there. Fenway Park, the cathedral of baseball parks. >> Brian: Defnitely. >> And you're seeing that just play out now, standard. So just a great place to go. We have tickets there. So, I got to ask you. Technology, sports, really is modernized faster than I think any category. And certainly cyber security forced to modernize because of the threats. But sports, you got a business to run, not just IT and making the planes run on time. >> Sure. >> Scouts, money, whatever. >> Fans. >> You got fan experience. >> Stadium opportunities. >> Club management, scouts are out there. So you got business, team, fans. And data's a big part of it. That's part of your career. Tell us what the cutting edge innovation is at the Red Sox these days. >> I think baseball in general, as you indicated, it's a very evolving kind of environment. I mean historically I think people really sort of relish the nostalgia of sports and Fenway Park being as historic as it is, was probably the pinnacle of that, in some respects. But Red Sox have always been leaders and baseball analytics, you know. And everyone's pretty familiar with "Moneyball" and Brad Pitt. >> John: Is that a true story, he turned down the GM job? >> I'm told it is. (laughter) I don't know if I fully vetted that question. But over the last six, seven years, you know we've really turned our attention to sort of leveraging sort of technology across the businesses, right? Not just baseball and analytics and how we do scouting, which continues to evolve at a very rapid pace. But also as you pointed out, running a better business, understanding our fans, understanding fan behavior, understanding stadiums. There's a lot of challenges around running an effective stadium. First and foremost to all of us is really ensuring it's a great fan experience. Whether it's artificial intelligence, or IoT technologies or 5G or the latest Wifi, all those things are coming up at Fenway Park. You and I talked earlier about we're about to break ground for a new theater, so a live theater on the outside, beyond the bleachers type of thing. So that'll be a 5,400-seat arena, 200 live performances a year, and with e-sports, you know, complementing it. It just gives you an example of just how fast baseball is sort of transitioning. >> And the theater, is that going to be blown out from where that parking garage is, structure and going towards >> So the corner of Landsdown and Ipswich, if you think of that sort of corner back there, for those that are familiar with the Fenway area. So it's going to be a very big change and you'll see the difference too from within the ballpark. I think we'll lose a couple of rows of the bleachers. That'll be replaced with another gathering area for fans and things like that, on the back end of that theater. So build a great experience and I think it really speaks to sort of our ability to think of Fenway as more of a destination, as a venue, as a complementary experience. We want people to come to the area to enjoy sports and to enjoy entertainment and things. >> You know Brian, the consumerization of IT has been kicked around. Last decade, that was a big buzzword. Now the blending of a physical event and digital has certainly consumed the world. >> Absolutely. >> And we're starting to see that dynamic. You speak to a theater. That's a physical space. But digital is also a big part of kind of that complementary. It's not mutually exclusive for each other. They're integrated business models. >> Absolutely. >> So therefore, the technology has to be seamless. The data has to be available. >> Yup. >> And it's got to be secure. >> Well the data's got to be ubiquitous, right? I mean you don't want to, if we're going to have fans attending theater and then you're going to go to Fenway Park or they leave a game and then go to some other event or they attend a tour of Fenway Park, and beyond maybe the traditional what people might think about, is certainly when you think about baseball and Fenway Park. You know we have ten to twelve concerts a year. We'll host Spartan games, you know. This Christmas, I'm sorry, Christmas 2020 we now have sort of the Fenway Bowl. So we'll be hosting the AAC ACC championship games there with ESPN. >> John: Hockey games? >> Hockey games. Obviously we have Liverpool soccer being held there so it's much more of a destination, a venue for us. How we leverage all the wonderful things about Fenway Park and how we modernize, how we get basically the best of what makes Fenway Park as great as it is, yet as modern as we can make it, where appropriate to create a great fan experience. >> It's a tough balance between balancing the brand and having things on brand as well. >> Sure. >> Does that come into your job a lot around IT? Saying being on brand, not kind of tearing down the old. >> Yeah absolutely. I think our CEOs and leadership team, I mean it's not success for us if you pan to the audience and everyone is looking at their phone, right? That's not what we aspire to. We aspire to leverage technology to simplify people's experience of how do you get to the ballpark, how do I park, how do I get if I want to buy concessions or merchandise, how do I do it easily and simply? How do we supplement that experience with maybe additional data that you may not have had before. Things like that, so we're doing a lot of different testing right now whether it's 4D technologies or how we can understand, watch a play from different dimensions or AI and be able to perhaps see sort of the skyline of Boston since 1912, when Fenway Park launched... And so we sort of see all these technologies as supplemental materials, really kind of making it a holistic experience for fans. >> In Las Vegas, they have a section of Las Vegas where they have all their test beds. 5G, they call it 5G, it's really, you know, evolution, fake 5G but it's a sandbox. One of the challenges that you guys have in Boston, I know from a constraint standpoint physically, you don't have a lot of space. How do you sandbox new technologies and what are some of the things that are cool that people might not know about that are being sandboxed? So, one, how do you do it? >> Yeah. >> Effectively. And then what are some of the cool things that you guys are looking at or things they might not know about that would be interesting. >> Sure. Yeah so Fenway Park, we struggle as you know, a little bit with our footprint. You know, honestly, I walk into some of these large stadiums and I get instant jealousy, relative to just the amount of space that people have to work with and things. But we have a great relationship with our partners so we really partner, I think, particularly well with key partners like Verizon and others. So we now have 5G partially implemented at Fenway Park. We expect to have it sort of fully live come opening day next year. So we're really excited about that. We hope to have a new version of Wifi, the latest version of Wifi available, for the second half of the year. After the All-Star Break, probably after the season's over. But before our bowl game hopefully. We're looking at some really interesting ways that we can tease that out. That bowl game, we're really trying to use that as an opportunity, the Fenway Bowl, as an opportunity to make it kind of a high-tech bowl. So we're looking at ways of maybe doing everything from hack-a-thons to a pre-egaming sort of event to some interesting fan experiential opportunities and things like that. >> Got a lot of nerds at MIT, Northeastern, BU, Bentley, Babson, all the schools in the area. >> Yeah, so we'll be reaching out to colleges and we'll be reaching out to our, the ACC and AACs as well, and see what we can do to kind of create sort of a really fun experience and capitalize on the evolving role of e-sports and the role that technology can play in the future. >> I want to get to the e-sports in a second but I want to just get the plug in for Acronis. We're here at their Global Cyber Summit. You flew down for it, giving some keynote speeches and talks around security. It's a security company, data protection, to cyber protection. It is a data problem, not a storage appliance problem. It's a data problem holistically. You get that. >> Sure. Sure. >> You've been in the business for a long time. What is the security kind of posture that you guys have? Obviously you want to protect the data, protect privacy. But you got to business. You have people that work with you, supply chain, complex but yet dynamic, always on environment. >> That's a great question. It's evolving as you indicated. Major League Baseball, first and foremost, does an outstanding job. So the last, probably last four plus years, Major League Baseball has had a cyber security program that all the clubs partake in. So all 30 clubs are active participants in the program. They basically help build out a suite of tools as well as the ability to kind of monitor, help participate in the monitoring, sort of a lot of our cyber security assets and logs And that's really elevated significantly our posture in terms of security. We supplement that quite a bit and a good example of that is like Acronis. Acronis, for us, represents the ability for us to be able to respond to certain potential threats like ransom-ware and other things. As well as frankly, what's wonderful about a tool like this is that it allows us to also solve other problems. Making our scouts more efficient. We've got these 125 scouts scattered around the globe. These guys are the lifeblood of our, you know, the success of our business. When they have a problem, if they're in Venezuela or the Dominican or someplace else, in southeast Asia, getting them up and running as quickly as we can, being able to consume their video assets and other things as they're scouting prospects. We use Acronis for those solutions. It's great to kind of have a partner who can both double down as a cyber partner as well as someone who helps drive a more efficient business. >> People bring their phone into the stadiums too so those are end points now connecting to your network. >> Definitely. And as you pointed out before, we've got great partnerships. We've got a great concession relationship with Aramark and they operate, in the future they'll be operating off our infrastructure. So we're in the point of rolling out all new point-of-sale terminals this off-season. We're excited about that 'cause we think for the first time it really allows us to build a very comprehensive, very secure environment for both ourselves and for all the touchpoints to fans. >> You have a very stellar career. I noticed you were at Scudder Investments back in the '80s, very cutting-edge firm. FTD that set the whole standard for connecting retailers. Again, huge scale play. Can see the data kind of coming out, they way you've been a CIO, CTO. The EVP CIO at The Weather Channel and the weather.com again, first mover, kind of pioneer. And then now the Red Sox, pioneering. So I got to ask you the modernization question. Red Sox certainly have been cutting-edge, certainly under the last few owners, and the previous Henry is a good one, doing more and more, Has the business model of baseball evolved, 'cause you guys a franchise. >> Sure. >> You operate under the franchisor, Major League Baseball, and you have jurisdictions. So has digital blurred the lines between what Advanced Media unit can do. You got communities developing outside. I watch the games in California. I'm not in there but I'm present digitally. >> Sure. Sure. >> So how has the business model flexed with the innovation of baseball? >> That's a great question. So I mean, first off, the relationship between clubs like ours and MLB continue to evolve. We have a new commissioner, relatively new commissioner, and I think the whole one-baseball model that he's been promoting I think has been great. The boundaries sometimes between digital assets and how we innovate and things like that continues to evolve. Major League Baseball and technology groups and product groups that support Major League Baseball have been a fantastic partner of ours. If you look at some of the innovations with Statcast and some of the other types of things that fans are now becoming more familiar with. And when they see how fast a runner goes or how far a home run goes and all those sort of things, these kinds of capabilities are on the surface, but even like mobile applications, to make it easy for fans to come into ballparks and things like that really. What we see is really are platforms for the future touchpoints to all of our customers. But you're right, it gets complicated. Streaming videos and people hadn't thought of before. >> Latin America, huge audience for the Red Sox. Got great players down there. That's outside the jurisdiction, I think, of the franchise agreement, isn't it? (laughs) >> Well, it's complicated. As this past summer, we played two games in England, right? So we enjoy two games in London, sadly we lost to the Yankees in both of those, but amazing experience and Major League Baseball really hats off to those guys, what they did to kind of pull that together. >> You mentioned Statcast. Every year when I meet with Andy Jassy at AWS, he's a sports fan. We love to talk sports. That's a huge, kind of shows the power of data and cloud computing. >> No doubt. >> How do you guys interface with Statcast? Is that an Amazon thing? Do they come to you? Are they leveraging dimensions, camera angles? How does that all work? Are you guys involved in that or? >> Brian: Oh yeah, yeah. >> Is that separate? >> So Statcast is just one of many data feeds as you can imagine. One of the things that Major League Baseball does is all that type of data is readily available to every club. So every club has access to the data. The real competitive differentiator, if you will, is how you use it internally. Like how your analysts can consume that data. We have a baseball system we call Beacon. We retired Carmine, if you're familiar with the old days of Carmine. So we retired Carmine a few years ago with Beacon. And Beacon for us represents sort of our opportunity to effectively collapse all this information into a decision-making environment that allows us to hopefully to kind of make the best decisions to win the most games. >> I love that you're answering all these questions. I really appreciate it. The one I really want to get into is obviously the fan experience. We talked about that. No talent on the field means no World Series so you got to always be constantly replenishing the talent pool, farm system, recruiting, scouting, all these things go on. They're instrumental. Data's a key driver. What new innovations that the casual fan or IT person might be interested in what's going on around scouting and understanding the asset of a human being? >> Right. Sure. I mean some of this gets highly confidential and things, but I think at a macro level, as you start to see both in the minor leagues and in some portions of the major leagues, wearable technologies. I think beyond just sort of player performance information that you would see traditionally with you might associate it with like Billy Beane, and things like that with "Moneyball" which is evolved obviously considerably since those days. I mean understanding sort of player wellness, understanding sort of how to get the most out of a player and understanding sort of, be able to kind of predict potential injuries and accelerate recoveries and being able to use all of this technology where appropriate to really kind of help sort of maximize the value of player performance. I mean, David Ortiz, you know, I don't know where we would have been in 2018 without, you know, David. >> John: Yeah. >> But like, you know >> Longevity of a player. >> Absolutely. >> To when they're in the zone. You wear a ring now to tell you if you're sleeping well. Will managers have a visual, in-the-zone, don't pull 'em out, he can go an extra inning? >> Well, I mean they have a lot of data. We currently don't provide all that data to the clubhouse. I mean, you know, and so If you're in the dugout, that information isn't always readily available type of thing. But players know all this information. We continue to evolve it. At the end of the day though, it's finding the balancing act between data and the aptitudes of our coaching staff and our managers to really make the wise decisions. >> Brian, final question for you. What's the coolest thing you're working on right now? Besides the fan having a great experience, 'cause that's you kind of touched on that. What's the coolest thing that you're excited about that you're working on from a tech perspective that you think is going to be game-changing or interesting? >> I think our cloud strategy coming up in the future. It's still a little bit early stage, but our hope would be to kind of have clarity about that in the next couple months. I think is going to be a game-changer for us. I think having, you know, we enjoy a great relationship with Dell EMC and yet we also do work in the cloud and so being able to leverage the best of both of those to be able to kind of create sort of a compelling experience for both fans, for both player, baseball operations as well as sort of running an efficient business, I think is really what we're all about. >> I mean you guys are the poster child for hybrid cloud because you got core, data center, IoT, and >> No doubt. So it's exciting times. And we're very fortunate that with our relationship organizations like Dell and EMC, we have leading-edge technologies. So we're excited about where that can go and kind of what that can mean. It'll be a big step. >> Okay two personal questions from me as a fan. One is there really a money-counting room like in the movie "The Town"? Where they count a big stack of dollar bills. >> Well, I'm sure there is. I personally haven't visited it. (laughs) I know it's not in the room that they would tell you it is on the movie. (laughter) >> And finally, can The Cube get press passes to cover the games, next to NESN? Talk tech. >> Yeah, we'll see what we can do. >> They can talk baseball. We can talk about bandwidth. Right now, it's the level five conductivity. We're looking good on the pipes. >> Yeah we'll give you a tech tour. And you guys can sort of help us articulate all that to the fans. >> Thank you so much. Brian Shield, Vice President of Technology of the Boston Red Sox. Here talking about security and also the complications and challenges but the mega-opportunities around what digital and fan experiences are with the physical product like baseball, encapsulates kind of the digital revolution that's happening. So keep covering it. Here in Miami, I'm John Furrier. We'll be right back after this short break. (techno music)

Published Date : Oct 15 2019

SUMMARY :

Brought to you by Acronis. We are in Miami Beach, the Fontainebleau Hotel. It's great to be here. John: So congratulations on the rings. Hey we appreciate that. You got to show Which camera is the good one? Bummer about this year. Again, things move on, but you know. Fenway Park, the cathedral of baseball parks. because of the threats. So you got business, team, fans. sort of relish the nostalgia of sports But over the last six, seven years, you know and I think it really speaks to sort of and digital has certainly consumed the world. You speak to a theater. So therefore, the technology has to be seamless. Well the data's got to be ubiquitous, right? about Fenway Park and how we modernize, and having things on brand as well. Saying being on brand, not kind of tearing down the old. that you may not have had before. One of the challenges that you guys have in Boston, that you guys are looking at Yeah so Fenway Park, we struggle as you know, Bentley, Babson, all the schools in the area. and the role that technology can play in the future. to cyber protection. What is the security kind of posture that you guys have? These guys are the lifeblood of our, you know, so those are end points now connecting to your network. for both ourselves and for all the touchpoints to fans. So I got to ask you the modernization question. So has digital blurred the lines So I mean, first off, the relationship of the franchise agreement, isn't it? really hats off to those guys, That's a huge, kind of shows the power of data One of the things that Major League Baseball does What new innovations that the casual fan or IT person and in some portions of the major leagues, You wear a ring now to tell you if you're sleeping well. and our managers to really make the wise decisions. that you think is going to be game-changing and so being able to leverage the best of both of those and kind of what that can mean. like in the movie "The Town"? I know it's not in the room that they would to cover the games, next to NESN? We're looking good on the pipes. articulate all that to the fans. and also the complications and challenges

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