>>Hi, everyone. And thanks for joining us today for our session on the 2020 Data Drivers Award winners. I'm excited to be here today with you. I'm a lease. Bergeron, vice president, product marketing for snowflake. Thes rewards are intended to recognize companies and individuals for using snowflakes, data cloud to drive innovation and impact in their organizations. Before we start our conversations, I want to quickly congratulate all of our award winners. First in the business awards are data driver of the year is Cisco. Our machine learning master is you Nipper, Our data sharing leader is Rakuten. Our data application of the year is observed and our data for good award goes to door dash for the individual and team awards. We first have the cost. Jane, Chief Digital officer of Paccar. We have a militiamen, director of cybersecurity and data science winning our data science Manager of the Year award at Comcast for a date. A pioneer of the year. We have Faisal KP, who's our senior manager of enterprise data Services at Pizza Hut. And lastly, we have our best data team going to McKesson, led by Jimmy Herff Data and Analytics platform leader Huge congratulations to all of these winners. It was very difficult to pick them amongst amazing set of nominations. So now let's dive into our conversations. We'll start with the data driver of the year. Representing Cisco today is Robbie. I'm a month do director data platform, data and analytics. >>Let me welcome everybody to the wonderful. Within a few years before Cisco used to be a company, you know, in making the decisions partly with the data and partly with the cuts. Because, you know, the data is told in multiple places the trading is not done right and things like that. So we, you know, really understood it. You know what was a challenge in the organism? By then we defined the data strategy on we put in a few plants in place, and it is working very well. But what is more important is basically how we provide the data towards data scientists and the data community in Cisco. I'm making them available in a highly available scalable on the elastic platforms. That's where you know, snowflake came into picture really very well for arrest, along with the other data strategies that we have had in place more importantly, data. Democratization was a key. You know, you along with the simplification, something technologies involved in the past. Our clients need to be worrying, laudable the technologies involved, you know, for example, we used to manage her before we make it. Snowflake Andi Snowflake, in a solve all of these problems for us with the ease on it. Really helping enabling a data data given ordinances in our >>system. In the data sharing leaders category, Rockhampton was our winner. We have mark staying trigger VP of analytics here to share their story. I >>wanna thank Snowflake for the award, and it's an honor to be a today. The ease of use of snowflake has allowed projects to move forward innovation to move forward in a way that it simply couldn't have done on old Duke systems or or or other platforms. And I think the truth the same is true for us on a lot of the similar topics, but also in the data sharing space, data sharing is a part off innovation. Like I think, most of the tech companies we work with certainly are business partners, merchants, but also with a range of other service providers and other technology vendors, um on other companies that we strategically share data with 2 May benefit of their service or thio to allow data modeling or advanced data collaboration or strategic business deals using the data and evaluated with the data on. But I think if you look Greece snowflake, you would see a lot of time and effort money going to just establishing that data connection that often involved substantial investments in technology data pipelines, risk evaluation, hashing, encrypt encryption. Security on what we found with snowflakes sharing functionality is that we can not eliminate those concerns, but that the technology just supports the ability to share data securely easily, quickly in a way that we could never do >>previously. Now we have a really inspiring winner of the data for good award door dash with their Project Dash Initiative here to speak about their work is act shot near Engineering manager >>Thank you sports to snowflake for recognizing us for this initiative. Eso For those of you who don't know, Dash, the logistics technology platform company that connects people with the best in their cities and Project Dash, our flagship social impact program, uses the door dash logistics platform to tackle the challenges like hunger and food waste. It was launched in 2018 on over the first two years in partnership with food recovery organizations, we powered the delivery off over £2 million of surplus food from businesses to hunger relief agencies across the U. S. And Canada. Andi simply do Toko with tremendous need has a much we were ableto power. The delivery often estimated 5.8 million meals to food insecure communities and frontline workers across 48 states on the 3.5 million off. These meals have been delivered since much. We do all of our analysis for our business functions from like product development to skills and social impact in snowflake On the numbers I just provided here actually have come from Snowflake on. We have used it to provide various forms of reporting, tow our government and non profit partners on this snowflake. We can help them understand the impact, analyzed friends and ensure complaints in cases where we are supporting efforts for agencies like FEMA, our USDA onda. Lastly, our team is really excited to be recognized by snowflake for using data for good. It has reminded us to continue doubling down on our commitment to using our product and expertise to partner with communities we operated. Thank you again. >>The winner of the machine Learning Master's word is unit for Energy. Viola Sarcoma Data Innovation leader is here on behalf of unit for >>Hello, everyone, Thanks for having me here. It's really a pleasure. And we were really proud to get this award. It means a lot for you. Nipper. It's huge recognition for our effort since last couple of years assed part of our journey and also a celebration off our success now for you. Newport. It would not be possible to start looking at Advanced Analytics techniques, not having a solid data foundation in place. And that's where we invested a lot in our cloud data platform in the cloud back by snowflake. Having this platform allowed us to employ advanced analytics techniques, combining data from Markit from fundamental data, different other sources of data like weather and extracting new friends, new signals that basically help us to partly or even in some cases fully automate some trading strategy. And we believe this will be really fundamental for for the future off raiding in our company and we will definitely invest in this area in the future. >>Our data application of the year is observed. Observers recognizes the most innovative, data driven application built on Snowflake and representing observed today is their CEO, Jeremy Burton. >>Let me just echo the thanks from the other folks on the coal. I mean snowflakes, separation of storage. Compute. I can't overstate what a really big deal it is. Um, it means that we can ingest in store data. Really? For the price of Amazon s three on board, we're in a category where vendors of historically charged for volume of data ingested. So you can imagine this really represents huge savings. Um, in addition, and maybe on a more technical note, snowflakes, elastic architectures really enables us to direct queries appropriately, based on the complexity of the query. So small queries or simple queries weaken director extra small warehouses and complex queries. We can direct, you know, for Excel. Or I think even a six x l is either there are on its way. The key thing there is that users they're not sitting around waiting for results to appear regardless of the query complexity. So I mean, really? The separation storage compute on the elastic architectures is a really big deal for us. >>Turning to the data Pioneer of the Year Award, I'm excited to be here with Faisal KP, senior manager of Enterprise Data Services from Pizza Hut. >>First of all, thank you, Snowflake, for giving this wonderful person. I think it means a lot for us in terms of validating what we're doing. I think we were one of the earlier adopters of Snowflake. We saw the vision of snowflake, you know, stories. Russell's computer separation on all the goodies, right? Right from back in 2017, I believe what snowflake enabled us is to actually get the scale with very little manpower, which is needed to man the entire system. So on the Super Bowl day, we have, you know, the entire crew literally a boardroom where the right from the CME, most of the CEOs to all the folks will be sitting and watching what is happening in the system. And we have to do a lot of real time analytics during that time. So with snowflake, you know, way used the elasticity of the platform we use, you know, platform you know their solutions, like snow pipe to basically automate the data ingestion coming through various channels, from the commas, from the stores, everything simultaneously. So as soon as the program is done, you know, we can scale scale down to our normal volume, which means we can, you know, way can save a lot. Of course. So definitely it snowflake has been game changer for us in terms of how we provide real time analytics. Our systems are used by thousands off restaurants throughout the country and, you know, by hundreds of franchisees. So the scale is something we have achieved with a lot of ability and success. >>In the category of data science Manager of the Year Award, we have a mission Min, director of cybersecurity and data science at Comcast. >>So thank you for having me and thank you for this wonderful award. So one of the biggest challenges you see in this other security spaces the tremendous amount of data that we have to compute every day to find the gold haystack. So one of the big challenges we overcame with by uniting snowflake was how do we go from like my other counterparts on the panel have said Theo operational overhead of maintaining a large data store and moved to more of results driven and data focused environment. And, you know, part of that journey was really the tremendous leadership. Comcast saying, You know, we want Thio through our day to day lives by relying less on operational work and Maura on answering questions. And so you know, over the last year we've really put Snowflake at the center of our ecosystem, knowing that it's elastic platform and its ability scale infinitely have given us the ability to dream big and use it to drop five cybersecurity. And while it's traditionally used for cybersecurity, we're starting to see the benefits right away and the beauty of the snowflake. Ecos, Miss. We're now able to enable folks that not traditionally have big data skills, but they have standards, sequel skills, and they could still work in the snowflake platform. So, you know, the transition to cloud has been very powerful for us as an organization. But I think the end story, the real takeaways, by moving our secretary operation to the cloud, we're now been able to enable more people and get the results they were looking for. You know, as other people have said fast, people hate to wait. So the scale of snowflake really shines. >>Yeah. Now, let's hear from our data Executive of the year. The Cost. Jane. Chief Digital Officer Packer. >>Thank you very much, Snowflake, for this really incredible recognition and honor of the work we're doing it back. Are we began. The first step in this process was for us to develop an enterprise Great data platform in the cloud capable off managing every aspect of data at scale. This this platform includes snowflake as our analytics data warehouse amongst many other technologies that we used for ingestion of data, data processing, uh, data governance, transactional, uh, needs and others. So this platform, once developed, has really helped us leverage data across the broad pack. Our systems and applications globally very efficiently and is enabling pack are, as a result to enhance every aspect. Selfish business with data. >>Ah, big congratulations again to all of the winners of the 2020 Data Drivers Awards. Thanks so much for joining us for a great conversation. And we hope that you enjoy the rest of the data cloud summit

(upbeat music) >> Live from Nassau in the Bahamas, it's theCUBE Covering Polycon '18. Brought to you by Polymath >> Okay, welcome back everyone. This is theCUBE's exclusive live coverage here in the Bahamas for Polycon '18, put on by Polymath and Grit Capital. I'm here with the CEO of both of those companies, who have been gracious enough to let us come in and tap into the bandwidth, tap into the guests, and host us here at theCUBE's two days of exclusive coverage. We have great guests, Trevor Koverko, CEO of Polymath, really changing the game. Security tokens are really kind of driving great, fast, accelerated innovation. And we have Genevieve Roch-Decter who's a CEO of Grit Capital, funding it, being part of it. You guys created a great community. Welcome to theCUBE! >> Great, thanks for having us. >> Thank you. >> So, live coverage, thank you very much. We really appreciate the collaboration with you guys, great guests. But there's something magical going on here. You've got a big even, couple hundred, 400 people. But it feels like the early days of, when I was in my 20s, the computer revolution, PC, and then the internet came. People are doing deals. This is a very intimate conference, you've got whales, billionaires, you've got entrepreneurs, you've got folks from investment banking companies coming into the sector, young guns, all dudes and gals. I mean, This is a melting pot! >> We have professional athletes, too, yeah, no we've really brought together a cluster of different zones, if you will. I come from the world of the Canadian equivalent of Wall Street, Bay Street, and so we've got institutional investors here who don't have wallets don't have coins, and are learning about it from the top Crypto minds in the world, so it's quite magical. I don't think Trevor and I have slept in 60 days. We literally came up with this idea, it's supposed to be a very intimate setting of 20 or 30 people and it's ballooned into 600, mostly because Trevor has so many friends and is partnering up with a lot of them on his projects, so yeah it's been a great time so far. >> And Trevor you, by the way, you're not sleeping 'cause everyone's staying out til two in the morning. It's been a great intimate gathering, people are mingling. But they're players, they're not pretenders here. This is a really interesting group, people who are investing their time, it's mission-driven here. We talk about societal change, but there's money-making going on, too, you're powering that, I mean you've got to be exhausted, how do you feel? >> I call it the eye of the hurricane, this was like if you weren't here this week, in crypto, you're just not relevant, this is where you wanted to be. And it's all about the attendees, the caliber of the people that came just blew me away, very humbled by the quality of people that we had here, it's no surprise, we have a beautiful venue like here in the Bahamas, and at Baha Mar, and amazing people. Good things are going to happen. >> Community is a very important formula for success in this world, we've seen this movie before, in open-source software It started out as a tier-2 citizen, now it runs softwares tier-1 class capabilities, cloud computing has been amazing growth, crypto, same model, you know, it's emerged as the money, the value store, technology-enablement. What are you guys seeing as the pattern, 'cause honestly, people recognize that certainly in the in industry. If you don't you're going to miss the boat on this one. Most people who don't get it will probably miss the boat. But a lot of people are getting in, what is the pattern that's happening, why is this moving so fast? Is it the wealth creation, is it the money-making? Is it the technology enablement, what's you guys' reaction to the why? What's the why, here? >> I think it's a convergence of a lot of mega-trends going on right now, both of the technology and on the regulatory side. If you look at, you know, the exciting sexiness of having this liquid tokens that kind of feel like stocks, but are also utilities in the sense that you can use them to do certain things with, that's a big component of it. But I think another reason is just, there's a lot of strangling going on in the capital markets, where you have a lot less companies going public, you have a lot more barriers to raise capital, in a lot of ways. And this is kind of like, light peeking through the hole. Where you have new ways re-imagined ways to raise capital. So we're seeing just a convergence of a lot of mega-trends, I think. >> And a lot of pros are coming in, and they're either young pros that are learning and growing with this trend, the young guns, I call them, and then you've got pros coming in from other industries, whether it's banking, and other sectors, this is interesting. So the question I have for you, is the security token. This has been a big deal, a lot of companies have seen the ICOs on the utility side, certainly the SEC in the US has been really sending signals pretty radically, like hey, don't pump and dump, I don't want to see any, watch that advisor stuff, and oh by the way, show me the utility, how we test et cetera, et cetera. That the startups who have to build the future are trying to rush a utility token out, now have a safe harbor in the security token, and existing companies can raise money with the security token that are tokenizing a real business, this is a pretty important point. Can you guys share some color commentary on that? Do you agree with it, and then, if you do, share some color around this whole trend. >> Yeah, I mean, right now if you look today, there's two major categories of tokens as you alluded to, you have utilities on the one hand, and securities on the other hand. And the distribution right now is extremely one-sided. Security tokens are dominated by utilities. Utilities like Bitcoin, Ether, Ripple, they make up 99% of the total market cap of alt coins, so, where does that leave us? Well it depends, today it means all the action is in utilities, there's more upside, they're faster, they're simpler, I'm very bullish on utilities. But what's even more exciting to me, is the mega-trend the tsunami of real-world financial assets migrating to the blockchain. And that's what I see as the next sort of part two, second-wave of crypto, is real-world, tangible assets tokenizing and migrating to the blockchain. >> And you know what I think, you know the SEC kind of gets a bad rap in all this, but the rules are there for a certain reason: to protect investors, and I think that this industry is in the beginning it's a nascent, and you know, with Trevor's company Polymath introducing the securities token. Literally, I think you coined the word. It's growing up, it's an industry that has to, you know, it's going to have some red tape, too, right, and I think working with the regulators, and Trevor's company has done that, you know, befriend them, and be open-source about it, and communal. And, you know there's certain aspects about the regulations that are not good, and we don't want communication and the communities that have formed, Telegram's a great example of this, so there's a lot of these chat rooms that I'm in and literally people are sharing information about companies and teaching each other, and learning and that's great. But there is an assymetry of information sharing, that at some point, you know, we have to rein that in. But we don't want to lose the positive aspects. >> You could choke the innovation, if you put too much regulatory on it, the innovation won't grow, so you have to have a balance, I mean, that's what you're saying, right? You got to get through it, but redefine a new era. And the SEC in the US has not been too bad, I think they're just sending a signal, and I think they're not, And they can be hardcore. They could be harder core, I think, than they are. But thank God they're not, you want to let these startups figure out what to do. Alright so I got to talk about liquidity and funding. So, Grit Capital, you guys are involved in investments also, you're enabling partnerships at Polymath. A lot of people you're connecting into your system, we had one on earlier. The funding environment, certainly a lot of investors are here I talked to probably at least a dozen actively investing, different profile make-ups some go hardcore protocol under the hood, some are more business we're going to decentralize apps. Make-up, Persona, trends, can you share? >> Yeah! >> You know that world. Eight months ago, so, I'm from Toronto, I'm from Canada. Eight months ago, there was literally no publicly-traded blockchain company in Canada. And now there's probably, I think, 70, you know, new one every day, name change. But yeah, there's been a lot of equity raised. There's two companies about to go public actually, in Canada Hut 8 Mining, who's our sponsor here at the conference, and Galaxy Digital Michael Novogratz's company, and I think between the two of them, they've raised almost half a billion dollars in capital. Or, like market capitalization when they go public. Probably about 250 million in actual capital. But that's huge, those checks were written not by just by high net worth people, but actual institutions. And those people that are here today, they're good with writing equity checks, ICO checks and that is going to come. And I think the securities token aspect of it will give them a lot of comfort that they can write checks in those kinds of-- >> And how does Grit Capital, talk about Grit Capital. >> Yeah so very simply, we introduce companies to capital holders, investors. So I was a portfolio manager for nine years, and I like to say I was in the no game for nine years, 'cause when you're portfolio managing-- >> Now you're in the yes game! >> Yeah, your goal-tending, you're like trying not to let bad deals in, and that wasn't really conducive to my personality and now I'm in the yes game, I'm you know, I like this company, I'm going to invest in it, but I'm going to introduce them to these other capital holders. And it's a positive experience. >> How much is community involved in what you do? 'cause we're seeing obviously the pattern of kind of paying it forward, which is great culture, but also people are, you know help scratch my back, I'll scratch your back on deal flow, and also on participation, it seems to be a big part of the current rules of engagement, or implied protocol. Is that going on? >> Yeah, you know, look I think this is a very collaborative ecosystem, and It's has to be because by definition, open-source communities are powered by the people that make it up, and it's all about volunteering, about helping, about giving back, and it's one of the reasons I'm so passionate about this space. >> I think you should probably talk about your fund that you just announced that you're launching. And it probably plays into, so Trevor's network is global, it's extensive he has deal-flow coming at him all the time. >> Alright, so what's in the news? >> Yeah what are going to do with that deal flow? You holding news back? >> Yeah, I've got a bit of a brain freeze, I have so many announcements out there, uh, yeah we're doing a lot of exciting initiatives right now, and part of what I'm excited about, and also slightly intimidated by, is that there's just so much opportunity, there's so many key components of this new infrastructure that need to get build, that aren't in existence yet, that is easy to get, you know, carried away. But for me it's about prioritizing and finding out the real kind of high-leverage initiatives that are going to help us achieve our goals. >> And so you're putting a fund together to invest in the ecosystem, or is this for financial investment, is it a crypto fund, or what are you, what's going on? >> One of those initiatives is a securities token focused venture fund, this will be the first one that I know of that exists, and it would be to help our ecosystem get financed, and that's a big component of this marketplace is capital, is investors, is demand. And we just want to channel all of that to the best deals. So Polymath capital-- >> Ecosystem is important to you guys, Polymath your ecosystem is strategic, right? >> Yes. >> How do you see that playing out, what's your vision? What do you hope to unfold in your ecosystem? Obviously, people connect in the variety of things that you can help people with, and vice versa. How do you see your ecosystem rolling out? >> Well, part of it is I want an arms length organization that has its own kind of mandate, its own charter. And the way I look at it is, if you look at Ethereum, which I am very familiar with being from Toronto and knowing those guys kind of since day one. They opted not to do a venture fund, but if they had, it would have been literally the most, >> John: high performance fund ever in history? >> Of all time, yeah, just mathematically-speaking, so we don't want to lose out on an opportunity like that. And in the process of building another potentially profitable entity we want to also seed the ecosystem and help projects that we're excited about. Get the first check. >> Who are you looking for in your ecosystem? Is it developers, 'cause obviously Ethereum, we're Ethereum developed we're a ERC20 token, we love it. It's easy to work with, smart contracts are easy to work with, so it's clearly a developer market on that side, are you guys looking for the same? Is it a different kind of partner, what is some of the partner makeup that you hope to attract, in case they're watching now, why should they work with you, who are they? Describe the persona of your ideal ecosystem partners, or partner. >> For better or worse we have a lot of verticals that we have to build communities within, so those are the business community, we want leaders, we want action-takers we want people that can structure deals, we want legal professionals, that's a big component of the security token landscape, is the regulation is the exemptions, and the offerings, and the memorandums, and all the legal stuff, so we need a legal community. And then finally, most importantly, we need a developer for community, we need the best technical minds just like any other decentralized project, so that's what my full-time job is, when people ask me, is building communities with our broader community. >> Well I can totally give you props, one, because I know you're super busy, and you're drinking from the fire hose at all levels, and certainly the event's been great. I think a breath of fresh air, a sigh of relief from the world when see entrepreneurs, at least from the perspective of the entrepreneurs and the markets is that security tokens, finally someone just made a decision let's just use this security token as a way to get the funding and get set up, and not foreclose the option for, say, a utility token. Why rush and force a utility, needs to be built out. And lot of these utilities have really missed out because they had to run so fast to write code funded by a utility, that has a test. So I think you guys are doing a great service, I want to give you props for that. >> Thank you, yeah I would whole-heartedly agree, I think a lot of these so-called utility coins are actually securities masquerading as utilities, and you know, >> I think that's the game everyone kind of is realizing like, okay great, now you have the platform, so what's the update on the platform, the company? Take a quick minute to explain to the folks about Polymath. >> We are inundated and overwhelmed with demand right now. And we have thousands, tens of thousands of sign-ups on both the investor and issuer side. And kind of my goal right now on a day-to-day basis is to scale our on-boarding process so we can take all these issuers and give them a secure and robust token that they can fundraise on top of. And we are in the process of unveiling our application layer that's going to make that kind of self-serve process exciting and scalable. >> Well congratulations, and Grit Capital, genevieve, thanks for connecting, great to connect with you. Shout out to Bill Tai who made it happen. If it wasn't for Bill Tai and Genevieve, theCUBE would not be here, and of course Polymath supporting us as well. It's been great, so thank you very much! >> Thank you! >> Great event, and we'll keep on following you guys and thanks for coming on, sharing success. Final question: The craziest thing that's happened here this week, one, two, three, things that might have won? Craziest thing that's happened, could be good, bad, or ugly. Did someone fall in the pool? Was someone found on the beach? Share a funny story or two. >> We found a mermaid. >> there was a mermaid, yeah. >> A real, live mermaid, we actually found a mermaid. And we put her in the pool for the cocktail event. >> And we almost put Trevor in the pool as a merman. Just to balance it out. >> Merman, We're a mermaid-neutral company we have mermen as well, oh geez, what else? We had uh, a friend of our decided to get the jacuzzi suite at the top floor and uh, I don't know if you've ever seen the movie Scarface? But there was a lot of uh, opulence going on, which was a little more than I bargained for. And then Genevieve being the celebrity that she is. Umm, what do you think? >> Umm, I mean there's been so much, like, we've had literally 13 side-events within the conference. So drinking from a fire hose is an understatement, I would say, there's still more to do, we're going to Cabana pool party now so maybe, I think there's going to be a bull there, a stampede security bull there? >> Trevor: Oh geez, is there? >> And maybe the SEC, no! (laughs) >> Well, hey congratulations, you guys are doing a great service in the industry and I love how you brought together the inner-circle major players, really the community really admires that so appreciate your help. Okay this is theCUBE, live coverage in the Bahamas. More interviews after this short break, stay with us. (upbeat music)

>> Narrator: Live from Silicon Valley, it's theCUBE, covering Google Cloud, Next 17. >> Hey, welcome back everyone. We're here live in the Palo Alto Studios, SiliconANGLE Media, is theCUBE's new 4400 square foot studio, here in our studio, this is our sports center. I'm here with Stu Miniman, analyst at Wikibon on the team. I was at the event all day today, drove down to Palo Alto to give us the latest in-person updates, as well as, for the past two days, Stu has been at the Analyst Summit, which is Google's first analyst summit, Google Cloud. And Stu, we're going to break down day one in the books. Certainly, people starting to get onto there. After-meetups, parties, dinners, and festivities. 10,000 people came to the Google Annual Cloud Next Conference. A lot of customer conversations, not a lot of technology announcements, Stu. But we got another day tomorrow. >> John, first of all, congrats on the studio here. I mean, it's really exciting. I remember the first time I met you in Palo Alto, there was the corner in ColoSpace-- >> Cloud Air. >> A couple towards down for fries, at the (mumbles) And look at this space. Gorgeous studio. Excited to be here. Happy to do a couple videos. And I'll be in here all day tomorrow, helping to break down. >> Well, Stu, first allows us to, one, do a lot more coverage. Obviously, Google Next, you saw, was literally a blockbuster, as Diane Greene said. People were around the block, lines to get in, mass hysteria, chaos. They really couldn't scale the event, which is Google's scale, they nailed the scale software, but scaling event, no room for theCUBE. But we're pumping out videos. We did, what? 13 today. We'll do a lot more tomorrow, and get more now. So you're going to be coming in as well. But also, we had on-the-ground, cause we had phone call-ins from Akash Agarwal from SAP. We had an exclusive video with Sam Yen, who was breaking down the SAP strategic announcement with Google Cloud. And of course, we have a post going on siliconangle.com. A lot of videos up on youtube.com/siliconangle. Great commentary. And really the goal was to continue our coverage, at SiliconANGLE, theCUBE, Wikibon, in the Cloud. Obviously, we've been covering the Cloud since it's really been around. I've been covering Google since it was founded. So we have a lot history, a lot of inside baseball, certainly here in Palo Alto, where Larry Page lives in the neighborhood, friends at Google Earth. So the utmost respect for Google. But really, I mean, come on. The story, you can't put lipstick on a pig. Amazon is crushing them. And there's just no debate about that. And people trying to put that out there, wrote a post this morning, to actually try to illustrate that point. You really can't compare Google Cloud to AWS, because it's just two different animals, Stu. And my point was, "Okay, you want to compare them? "Let's compare them." And we're well briefed on the Cloud players, and you guys have the studies coming out of Wikibon. So there it is. And my post pretty much sums up the truth, which is, Google's really serious about the enterprise. Their making steps, there's some holes, there's some potential fatal flaws in how they allow customers to park their data. They have some architectural differences. But Stu, it's really a different animal. I mean, it's apples and oranges in the Cloud. I don't think it's worthy complaining, because certainly Amazon has the lead. But you have Microsoft, you have Google, you have Oracle, IBM, SAP, they're all kind of in the cluster of this, I call "NASCAR Formation", where they're all kind of jocking around, some go ahead. And it really is a race to get the table stake features done. And really, truly be serious contender for the enterprise. So you can be serious about the enterprise, and say, "Hey, I'm serious about the enterprise." But to be serious winner and leader, are two different ball games. >> And a lot to kind of break down here, John. Because first of all, some of the (mumbles) challenges, absolutely, they scaled that event really big. And kudos to them, 10,000 people, a lot of these things came together last minute. They treated the press and analysts really well. We got to sit up front. They had some good sessions. You just tweeted out, Diane Greene, in the analyst session, and in the Q&A after, absolutely nailed it. I mean, she is an icon in the industry. She's brilliant, really impressive. And she's been pulling together a great team of people that understand the enterprise. But who is Google going after, and how do they compete against so of the other guys, is really interesting to parse. Because some people were saying in the keynote, "We heard more about G Suite "than we heard about some of the Cloud features." Some of that is because they're going to do the announcements tomorrow. And you keep hearing all this G Suite stuff, and it makes me think of Microsoft, not Amazon. It makes me think of Office 365. And we've been hearing out of Amazon recently, they're trying to go after some of those business productivity applications. They're trying to go there where Microsoft is embedded. We know everybody wants to go after companies like IBM and Oracle, and their applications. Because Google has some applications, but really, their strength is been on the data. The machine the AI stuff was really interesting. Dr. Fei-Fei Li from Stanford, really good piece in the keynote there, when they hired her not that long ago. The community really perked up, and is really interesting. And everybody seems to think that this could be the secret weapon for Google. I actually asked them like, in some of the one-on-ones, "Is this the entry point? "Are most people coming for this piece, "when it's around these data challenges in the analytics, "and coming to Google." And they're like, "Well, it's part of it. "But no, we have broad play." Everything from devices through G Suite. And last year, when they did the show, it was all the Cloud. And this year, it's kind of the full enterprise suite, that they're pulling in. So there's some of that sorting out the messaging, and how do you pull all of these pieces together? As you know, when you've got a portfolio, it's like, "Oh well, I got to have a customer for G Suite." And then when the customer's up there talking about G Suite for a while, it's like, "Wait, it's--" >> Wait a minute. Is this a software? >> "What's going on?" >> Is this a sash show? Is this a workplace productivity show? Or is this a Cloud show? Again, this is what my issue is. First of all, the insight is very clear. When you start seeing G Suite, that means that they've got something else that they are either hiding or waiting to announce. But the key though, that is the head customers. That was one important thing. I pointed out in my blog post. To me, when I'm looking for it's competitive wins, and I want to parse out the G Suite, because it's easy just to lay that on, Microsoft does it with 365 of Office, Oracle does it with their stuff. And it does kind of make the numbers fuzzy a little bit. But ultimately, where's the beef on infrastructure as a service, and platform as a service? >> And John, good customers out there, Disney, Colgate, SAP as a partner, HSBC, eBay, Home Depot, which was a big announcement with Pivotal, last year, and Verizon were there. So these are companies, we all know them. Dan Greene was joking, "Disney is going to bring their magic onto our magic. "And make that work." So real enterprise use cases. They seem to have some good push-around developers. They just acquired Kaggle, which is working in some of that space. >> Apogee. >> Yeah, Apogee-- >> I think Apogee's an API company, come on. What does that relate to? It has nothing to do with the enterprise. It's an API management solution. Okay, yes. I guess it fits the stack for Cloud-Native, and for developers. I get that. But this show has to nail the enterprise, Stu. >> And John, you remember back four years ago, when we went to the re:Invent show for the first time, and it was like, they're talking to all the developers, and they haven't gotten to the enterprise. And then they over-pivoted to enterprise. And I listen to the customers that were talking and keynote today, and I said, "You know, they're talking digital transformation, "but it's not like GE and Nike getting up on stage, "being like, "'We're going to be a software company, "'and we're hiring lots--'" >> John: Moving our data center over. >> They were pulling all of over stuff, and it's like, "Oh yeah, Google's a good partner. "And we're using them--" >> But to be fair, Stu. Let's be fair, for a second. First of all, let's break down the keynotes. And then we'll get to some of the things about being fair. And I think, one, people should be fair to Diane Greene, because I think that the press and the coverage of it, looking at the media coverage, is weak. And I'll tell you why it's weak. Cause everyone has the same story as, "Oh, Google's finally serious about Cloud. "That's old news. "Diane Greene from day one says "we're serious with the Cloud." That's not the story. The story is, can they be a serious contender? That's number one. On the keynote, one, customer traction, I saw that, the slide up there. Yeah, the G Suite in there, but at least they're talking customers. Number two, the SAP news was strategic for Google. SAP now has Google Cloud platform, I mean, Google Cloud support for HANA, and also the SAP Cloud platform. And three, the Chief Data Science from AIG pointed. To me, those were the three highlights of the keynote. Each one, thematically, represents at least a positive direction for Google, big time, which is, one, customer adoption, the customer focus. Two, partnerships with SAP, and they had Disney up there. And then three, the real game changer, which is, can they change the AI machine learning, TensorFlow has a ton of traction. Intel Xeon chips now are optimized with TensorFlow. This is Google. >> TensorFlow, Kubernetes, it's really interesting. And it's interesting, John, I think if the media listened to Eric Schmidt at the end, he was talking straight to them. He's like, "Look, bullet one. "17 years ago, I told Google that "this is where we need to go. "Bullet two, 30 billion dollars "I'm investing in infrastructure. "And yes, it's real, "cause I had to sign off on all of this money. And we've been all saying for a while, "Is this another beta from Google. "Is it serious? "There's no ad revenue, what is this?" And Diane Greene, in the Q&A afterwards, somebody talked about, "Perpetual beta seems to be Google." And she's like, "Look, I want to differentiate. "We are not the consumer business. "The consumer business might kill something. "They might change something. "We're positioning, "this a Cloud that the enterprise can build on. "We will not deprecate something. "We'll support today. "We'll support the old version. "We will support you going forward." Big push for channel, go-to-market service and support, because they understand that that-- >> Yeah, but that's weak. >> For those of us that used Google for years, understand that-- >> There's no support. >> "Where do I call for Google?" Come on, no. >> Yeah, but they're very weak on that. And we broke that down with Tom Kemp earlier, from Centrify, where Google's play is very weak on the sales and marketing side. Yeah, I get the service piece. But go to Diane Greene for a second, she is an incredible, savvy enterprise executive. She knows Cloud. She moved from server to virtualization. And now she can move virtualization to Cloud. That is her playbook. And I think she's well suited to do that. And I think anyone who rushes to judgment on her keynote, given the fail of the teleprompter, I think is a little bit overstepping their bounds on that. I think it's fair to say that, she knows what she's doing. But she can only go as fast as they can go. And that is, you can't like hope that you're further along. The reality is, it takes time. Security and data are the key points. On your point you just mentioned, that's interesting. Because now the war goes on. Okay, Kubernetes, the microservices, some of the things going on in the applications side, as trends like Serverless come on, Stu, where you're looking at the containerization trend that's now gone to Kubernetes. This is the battleground. This is the ground that we've been at Dockercon, we've been at Linux, CNCF has got huge traction, the Cloud Native Compute Foundation. This is key. Now, that being said. The marketplace never panned out, Stu. And I wanted to get your analysis on this, cause you cover this. Few years ago, the world was like, "Oh, I want to be like Facebook." We've heard, "the Uber of this, and the Airbnb of that." Here's the thing. Name one company that is the Facebook of their company. It's not happening. There is no other Facebook, and there is no other Google. So run like Google, is just a good idea in principle, horizontally scalable, having all the software. But no one is like Google. No one is like Facebook, in the enterprise. So I think that Google's got to downclock their messaging. I won't say dumb down, maybe I'll just say, slow it down a little bit for the enterprise, because they care about different things. They care more about SLA than pricing. They care more about data sovereignty than the most epic architecture for data. What's your analysis? >> John, some really good points there. So there's a lot of technology, where like, "This is really cool." And Google is the biggest of it. Remember that software-defined networking we spent years talking about? Well, the first big company we heard about was Google, and they got up of stage, "We're the largest SDN deployer in the world on that." And it's like, "Great. "So if you're the enterprise, "don't deploy SDN, go to somebody else "that can deliver it for you. "If that's Google, that's great." Dockercon, the first year they had, 2014, Google got up there, talked about how they were using containers, and containers, and they spin up and spin down. Two billion containers in a week. Now, nobody else needs to spin up two billion containers a week, and do that down. But they learned from that. They build Kubernetes-- >> Well, I think that's a good leadership position. But it's leadership position to show that you got the mojo, which again, this is again, what I like about Google's strategy is, they're going to play the technology card. I think that's a good card to play. But there are some just table stakes they got to nail. One is the certifications, the security, the data. But also, the sales motions. Going into the enterprise takes time. And our advice to Diane Greene was, "Don't screw the gold Google culture. "Keep that technology leadership. "And buy somebody, "buy a company that's got a full blown sales force." >> But John, one of the critiques of Google has always been, everything they create, they create like for Google, and it's too Googley. I talked to a couple of friends, that know about AWS for a while, and when they're trying to do Google, they're like, "Boy, this is a lot tougher. "It's not as easy as what we're doing." Google says that they want to do a lot of simplicity. You touched on pricing, it's like, "Oh, we're going to make pricing "so much easier than what Amazon's doing." Amazon Reserved Instances is something that I hear a lot of negative feedback in the community on, and Google's like, "It's much simpler." But when I've talked to some people that have been using it, it's like, "Well, generally it should be cheaper, "and it should be easier. "But it's not as predictable. "And therefore, it's not speaking to what "the CFO needs to have. "I can't be getting a rebate sometime down the road. "Based on some advanced math, "I need to know what I'm going to be getting, "and how I'm going to be using it." >> And that's a good point, Stu. And this comes down to the consumability of the Cloud. I think what Amazon has done well, and this came out of many interviews today, but it was highlighted by Val Bercovici, who pointed out that, Amazon has made their service consumable by the enterprise. I think that's important. Google needs to start thinking about how enterprises want to consume Cloud, and hit those points. The other thing that Val and I teased at, was kind of some new ground, and he coined the term, or used the term, maybe he coined it, I'm not sure, empathy. Enterprise empathy. Google has developer empathy, they understand the developer community. They're rock solid on open source. Obviously, their mojo's phenomenal on technology, AI, et cetera, TensorFlow, all that stuff's great. Empathy for the enterprise, not there. And I think that's something that they're going to have to work on. And again, that's just evolution. You mentioned Amazon, our first event, developer, developer, developer. Me and Pat Gelsinger once called it the developer Cloud. Now they're truly the enterprise Cloud. It took three years for Amazon to do that. So you just can't jump to a trajectory. There's a huge amount of diseconomies of scale, Stu, to try and just be an enterprise player overnight, because, "We're Google." That's just not going to fly. And whether it's sales motions, pricing and support, security, this is hard. >> And sorting out that go-to-market, is going to take years. You see a lot of the big SIs are there. PwC, everywhere at the show. Accenture, big push at the show. We saw that a year or two ago, at the Amazon show. I talked to some friends in the channel, and they're like, "Yeah, Google's still got work to do. "They're not there." Look, Amazon has work to do on the go-to-market, and Google is still a couple-- >> I mean, Amazon's not spring chicken here. They're quietly, slowly, ramming up. But they're not in a good position with their sales force, needs to be where they want to be. Let's talk about technology now. So tomorrow we're expecting to see a bunch of stuff. And one area that I'm super excited about with Google, is if they can have their identity identified, and solidified with the mind of the enterprise, make their product consumable, change or adjust or buy a sales force, that could go out and actually sell to the enterprise, that's going to be key. But you're going to hear some cool trends that I like. And if you look at the TensorFlow, and the relationship, Intel, we're going to see Intel on stage tomorrow, coming out during one of the keynotes. And you're going to start to see the Xeon chip come out. And now you're starting to see now, the silicon piece. And this has been a data center nuisance, Stu. As we talked about with James Hamilton at Amazon, which having a hardware being optimized for software, really is the key. And what Intel's doing with Xeon, and we talked to some other people today about it, is that the Cloud is like an operating system, it's a global computer, if you want look at that. It's a mainframe, the software mainframe, as it's been called. You want a diversity of chipsets, from two cores Atom to 72 cores Xeon. And have them being used in certain cases, whether it's programmable silicon, or whether it's GPUs, having these things in use case scenarios, where the chips can accelerate the software evolution, to me is going to be the key, state of the art innovation. I think if Intel continues to get that right, companies like Google are going to crush it. Now, Amazon, they do their own. So this is going to another interesting dynamic. >> Yeah, it was actually one of the differentiating points Google's saying, is like, "Hey, you can get the Intel Skylake chip, "on Google Cloud, "probably six months before you're going to be able to "just call up your favorite OEM of choice, "and get that in there." And it's an interesting move. Because we've been covering for years, John, Google does a ton of servers. And they don't just do Intel, they've been heavily involved in the openPOWER movement, they're looking at alternatives, they're looking at low power, they're looking at from their device standpoint. They understand how to develop to all these pieces. They actually gave to the influencers, the press, the analysts, just like at Amazon, we all walked home with Echo Dot, everybody's walking home with the Google Homes. >> John: Did you get one? >> I did get one, disclaimer. Yeah, I got one. I'll be playing with it home. I figured I could have Alexa and Google talking to each other. >> Is it an evaluation unit? You have to give it back, or do you get to keep? >> No, I'm pretty sure they just let us keep that. >> John: Tainted. >> But what I'm interested to see, John, is we talk like Serverless, so I saw a ton of companies that were playing with Alexa at re:Invent, and they've been creating tons of skills. Lambda currently has the leadership out there. Google leverages Serverless in a lot of their architecture, it's what drives a lot of their analytics on the inside. Coming into the show, Google Cloud Functions is alpha. So we expect them to move that forward, but we will see with the announcements come tomorrow. But you would think if they're, try to stay that leadership though there, I actually got a statement from one of the guys that work on the Serverless, and Google believes that for functions, that whole Serverless, to really go where it needs to be, it needs to be open. Google isn't open sourcing anything this week, as far as I know. But they want to be able to move forward-- >> And they're doing great at open source. And I think one of the things, that not to rush to judgment on Google, and no one should, by the way. I mean, certainly, we put out our analysis, and we stick by that, because we know the enterprise pretty well, very well actually. So the thing that I like is that there are new use cases coming out. And we had someone who came on theCUBE here, Tarun Thakur, who's with Datos, datos.io. They're reimagining data backup and recovery in the Cloud. And when you factor in IoT, this is a paradigm shift. So I think we're going to see use cases, and this is a Google opportunity, where they can actually move the goal post a bit on the market, by enabling these no-use cases, whether it's something as, what might seem pedestrian, like backup and recovery, reimagining that is huge. That's going to take impact as the data domains of the world, and what not, that (mumbles). These new uses cases are going to evolve. And so I'm excited by that. But the key thing that came out of this, Stu, and this is where I want to get your reaction on is, Multicloud. Clearly the messaging in the industry, over the course of events that we've been covering, and highlighted today on Google Next is, Multicloud is the world we are living in. Now, you can argue that we're all in Amazon's world, but as we start developing, you're starting to see the emergence of Cloud services providers. Cloud services providers are going to have some tiering, certainly the big ones, and then you're going to have secondary partner like service providers. And Google putting G Suite in the mix, and Office 365 from Microsoft, and Oracle put in their apps in their Clouds stuff, highlights that the SaaS market is going to be very relevant. If that's the case, then why aren't we putting Salesforce in there, Adobe? They all got Clouds too. So if you believe that there's going to be specialism around Clouds, that opens up the notion that there'll be a series of Multicloud architectures. So, Stu-- >> Stu: Yeah so, I mean, John, first of all-- >> BS? Real? I mean what's going on? >> Cloud is this big broad term. From Wikibon's research standpoint, SaaS, today, is two-thirds of the public Cloud market. We spend a lot of time talking-- >> In revenue? >> In revenue. Revenue standpoint. So, absolutely, Salesforce, Oracle, Infor, Microsoft, all up there, big dollars. If we look at the much smaller part of the world, that infrastructures a service, that's where we're spending a lot of time-- >> And platforms a service, which Gartner kind of bundles in, that's how Gartner looks at it. >> It's interesting. This year, we're saying PaaS as a category goes away. It's either SaaS plus, I'm sorry, it's SaaS minus, or infrastructure plus. So look at what Salesforce did with Heroku. Look at what company service now are doing. Yes, there are solutions-- >> Why is PaaS going away? What's the thesis? What's the premise of that for Wikibon research? >> If we look at what PaaS, the idea was it tied to languages, things like portability. There are other tools and solutions that are going to be able to help there. Look at, Docker came out of a PaaS company, DockCloud. There's a really good article from one of the Docker guys talking about the history of this, and you and I are going to be at Dockercon. John, from what I hear, we're going to spending a lot of time talking about Kubernetes, at Dockercon. OpenStack Summit is going to be talking a lot about-- >> By the way, Kubernetes originated at Google. Another cool thing from Google. >> All right, so the PaaS as a market, even if you talk to the Cloud Foundry people, the OpenShift people. The term we got, had a year ago was PaaS is Passe, the nice piffy line. So it really feeds into, because, just some of these categorizations are what we, as industry watchers have a put in there, when you talk to Google, it's like, "Well, why are they talking about G Suite, "and Google Cloud, and even some of their pieces?" They're like, "Well, this is our bundle "that we put together." When you talk to Microsoft, and talk about Cloud, it's like, "Oh, well." They're including Skype in that. They're including Office 365. I'm like, "Well, that's our productivity. "That's a part of our overall solutions." Amazon, even when you talk to Amazon, it's not like that there are two separate companies. There's not AWS and Amazon, it's one company-- >> Are we living in a world of alternative facts, Stu? I mean, Larry Ellison coined the term "Fake Cloud", talking about Salesforce. I'm not going to say Google's a fake Cloud, cause certainly it's not. But when you start blending in these numbers, it's kind of shifting the narrative to having alternative facts, certainly skewing the revenue numbers. To your point, if PaaS goes away because the SaaS minuses that lower down the stack. Cause if you have microservices and orchestration, it kind of thins that out. So one, is that the case? And then I saw your tweet with Sam Ramji, he formally ran Cloud Foundry, he's now at Google, knows his stuff, ex-Microsoft guy, very strong dude. What's he take? What's his take on this? Did you get a chance to chat with Sam at all? >> Yeah, I mean, it was interesting, because Sam, right, coming from Cloud Foundry said, what Cloud Foundry was one of the things they were trying to do, was to really standardize across the clouds. And of course, little bias that he works at Google now. But he's like, "We couldn't do that with Google, "cause Google had really cool features. And of course, when you put an abstraction layer on, can I actually do all the stuff? And he's like, "We couldn't do that." Sure, if you talked to Amazon, they'll be like, "Come on. "Thousand features we announced last year, "look at all the things we have. "It's not like you can just take all of our pieces, "and use it there." Yes, at the VM, or container, or application microservices layer, we can sit on a lot of different Clouds, public or private. But as we said today, the Cloud is not a utility. John, you've been in this discussion for years. So we've talked about, "Oh, I'm just going "to have a Cloud broker, "and go out in a service." It's like, this is not, I'm not buying from Domino's and Pizza Hut, and it's pepperoni pizza's a pepperoni pizza. >> Well, Multicloud, and moving workloads across Clouds, is a different challenge. Certainly, I might have to some stuff here, maybe put some data and edge my bets on leveraging other services. But this brings up the total cost of ownership problem. If you look at the trajectory, say OpenStack, just as a random example. OpenStack, at one point, had a great promise. Now it's kind of niched down into infrastructural service. I know you're going to be covering that summit in Boston. And it's going to be interesting to see how that is. But the word in the community is, that OpenStack is struggling because of the employment challenges involved with it. So to me, Google has an opportunity to avoid that OpenStack kind of concept. Because, talking about Sam Ramji, open source is the wildcard in all of this. So if you look at a open source, and you believe that that PaaS layer's thinning down, to infrastructure and SaaS, then you got to look at the open source community, and that's going to be a key area, that we're certainly watching, and we've identified, and we've mentioned it before. But here's my point. If you look at the total cost of ownership. If I'm a customer, Stu, I'm like, "Okay, if I'm just going to move to the Cloud, "I need to rely and lean on my partner, "my vendor, my supplier, "Amazon, or Google, or Microsoft, whoever, "to provide really excellent manageability. "Really excellent security. "Because if I don't, I have to build it myself." So it's becoming the shark fin, the tip of the iceberg, that you don't see the hidden cost, because I would much rather have more confidence in manageability that I can control. But I don't want to have to spend resources building manageability software, if the stuff doesn't work. So there's the issue about Multicloud that I'm watching. Your thoughts? Or is that too nuance? >> No, no. First of all, one of the things is that if I look at what I was doing on premises, before versus public Cloud, yes, there are some hidden costs, but in general I think we understand them a little bit better in public Cloud. And public Cloud gives us a chance to do a do-over for this like security, which most of us understand that security is good in public Cloud. Now, security overall, lots of work to do, challenges, not security isn't the same across all of them. We've talked to plenty of companies that are helping to give security across Clouds. But this Multicloud discussion is still something that is sorting out. Portability is not simple, but it's where we're going. Today, most companies, if I'm not really small, have some on-prem pieces. And they're leveraging at least one Cloud. They're usually using many SaaS providers. And there's this whole giant ecosystem, John, around the Cloud management platforms. Because managing across lots of environment, is definitely a challenge. There's so many companies that are trying to solve them. And there's just dozens and dozens of these companies, attacking everything from licensing, to the data management, to everything else. So there's a lot of challenges there, especially the larger you get as a company, the more things you need to worry about. >> So Stu, just to wrap up our segment. Great day. Wanted to just get some color on the day. And highlighting some parody from the web is always great. Just got a tweet from fake Andy Jassy, which we know really isn't Andy Jassy. But Cloud Opinion was very active to the hashtag, that Twitter handle Cloud Opinion. But he had a medium post, and he said, "Eric Schmidt was boring. "Diane Greene was horrible. "Unfortunately, day one keynote were missed opportunity, "that left several gaps, "failed to portray Google's vision for Google Cloud. "They could've done the following, A, "explain the vision for the Cloud, "where do they see Google Cloud going. "Identify customer use cases that show samples "and customer adoption." They kind of did that. So discount that. My favorite line is this one, "Differentiate from other Cloud providers. "'We're Google damn it,' isn't working so well. "Neither is indirect shots as S3 downtime, "didn't work either as well as either. "Where is the customer's journey going? "And what's the most compelling thing for customers?" This phrase, "We're Google damn it," has kind of speaks to the arrogance of Google. And we've seen this before, and always say, Google doesn't have a bad arrogance. I like the Google mojo. I think the technology, they run hard. But they can sometimes, like, "Customer support, self-service." You can't really get someone on the phone. It's hard to replies from Google. >> "Check out YouTube video. "We own that too, don't you know that?" >> So this is a perception of Google. This could fly in the face, and that arrogance might blow up in the enterprise, cause the enterprises aren't that sophisticated to kind of recognize the mojo from Google. And they, "Hey, I want support. "I want SLAs. "I want security. "I want data flexibility." What's your thoughts? >> So Cloud Opinion wrote, I thought a really thoughtful piece leading up to it, that I didn't think was satire. Some of what he's putting in there, is definitely satire-- >> John: Some of it's kind of true though. >> From the keynote. So I did not get a sense in the meetings I've been in, or watching the keynote, that they were arrogant. They're growing. They're learning. They're working with the community. They're reaching out. They're doing all the things we think they need to do. They're listening really well. So, yes, I think the keynote was a missed opportunity overall. >> John: But we've got to give, point out that was a teleprompter fail. >> That was a piece of it. But even, we felt with a little bit of polish, some of the interactions would've been a little bit smoother. I thought Eric Schmidt's piece was really good at end. As I said before, the AI discussion was enlightening, and really solid. So I don't give it a glowing rating, but I'm not ready to trash it. And tomorrow is when they're going to have the announcements. And overall, there's good buzz going at the show. There's lots going on. >> Give 'em a letter. Letter grade. >> For the keynote? Or the show in general? >> So far, your experience as an analyst, cause you had the, again, to give them credit, I agree with you. First analyst conference. They are listening. And the slideshow, you see what they're doing. They're being humble. They didn't take any real direct shots at its competitors. They were really humble. >> And that is something that I think they could've helped to focus one something that differentiated a little bit. Something we had to pry out of them in some of the one-on-ones, is like, "Come on, what are you doing?" And they're like, "We're winning 50, 60% of our competitive deals." And I'm like, "Explain to us why. "Because we're not hearing it. "You're not articulating it as well." It's not like we expect them, it's like, "Oh wait, they told us we're arrogant. "Maybe we should be super humble now." It's kind of-- >> I don't think they're thinking that way. I think my impression of Google, knowing the companies history, and the people involved there, and Diane Greene in particular, as you know from the Vmware days. She's kind of humble, but she's not. She's tough. And she's good. And she's smart. >> And she's bringing in really good people. And by the way, John, I want to give them kudos, really supported International Women's Day, I love the, Fei-Fei got up, and she talked about her, one of her compatriots, another badass woman up there, that got like one of the big moments of the keynote there. >> John: Did they have a woman in tech panel? >> Not at this event. Because Diane was there, Fei-Fei was there. They had some women just participating in it. I know they had some other events going on throughout the show. >> I agree, and I think it's awesome. I think one of the things that I like about Google, and again, I'll reiterate, is that apples and oranges relative to the other Cloud guys. But remember, just because Amazon's lead is so far ahead, that you still have this jocking of position between the other players. And they're all taking the same pattern. Again, this is the same thing we talked about at our other analysis, is that, certainly at re:Invent, we talked about the same thing. Microsoft, Oracle, IBM, and now Google, are differentiating with their apps. And I think that's smart. I don't think that's a bad move at all. It does telegraph a little bit, that maybe they got, they could add more to show, we'll see tomorrow. But I don't think that's a bad thing. Again, it does make the numbers a little messy, in terms of what's what. But I think it's totally cool for a company to differentiate on their offering. >> Yeah, definitely. And John, as you said, Google is playing their game. They're not trying to play Amazon's game. They're not, Oracle's thing was what? You kind of get a little bit of the lead, and kind of just make sure how you attack and stay ahead of what they're doing, going to the boating analogy there. But Google knows where they're going, moving themselves forward. That they've made some really good progress. The amount of people, the amount of news they have. Are they moving fast enough to really try to close a little bit on the Amazon's world, is something I want to come out of the show with. Where are customers going? >> And it's a turbulent time too. As Peter Burris, our own Peter Buriss at Wikibon, would say, is a turbulent time. And it's going to really put everyone on notice. There's a lot to cover, if you're an analyst. I mean, you have compute, network storage, services. I mean, there's a slew of stuff that's being rolled out, either in table stakes for existing enterprises, plus new stuff. I mean, I didn't hear a lot of IoT today. Did you hear much IoT? Is there IoT coming to you at the briefing? >> Come on. I'm sure there's some service coming out from Google, that'll help us be able to process all this stuff much faster. They'll just replace this with-- >> So you're in the analyst meeting. I know you're under NDA, but is there IoT coming tomorrow? >> IoT was a term that I heard this week, yes. >> So all right, that's a good confirmation. Stu cannot confirm or deny that IoT will be there tomorrow. Okay, well, that's going to end day one of coverage, here in our studio. As you know, we got a new studio. We have folks on the ground. You're going to start to see a new CUBE formula, where we have in-studio coverage, and out in the field, like our normal CUBE, our "game day", as we say. Getting all the signal, extracting it from that noise out there, for you. Again, in-studio allows us to get more content. We bring our friends in. We want to get the content. We're going to get the summaries, and share that with you. I'm John Furrier, Stu Miniman, day one coverage. We'll see you tomorrow for another full day of special coverage, sponsored by Intel, two days of coverage. I want to thank Intel for supporting our editorial mission. We love the enterprise, we love Cloud, we love big data, love Smart Cities, autonomous vehicles, and the changing landscape in tech. We'll be back tomorrow, thanks for watching.